feat: integrate saas-metrics-coach, add finance commands, remove seek-and-analyze-video

- Integrate saas-metrics-coach into cs-financial-analyst agent with SaaS health
  and unit economics workflows
- Add /financial-health and /saas-health slash commands
- Add /update-docs repo command for post-creation sync pipeline
- Remove seek-and-analyze-video skill (requires paid external API)
- Update all documentation (CLAUDE.md, README.md, docs site, marketplace)
- Sync Codex CLI (150 skills), Gemini CLI (207 items), fix count consistency
- Regenerate 206 MkDocs pages, fix docs/index.md meta 170→171,
  getting-started.md finance bundle 1→2

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
This commit is contained in:
Reza Rezvani
2026-03-10 14:29:41 +01:00
parent ca336b59eb
commit cb3fa6b7ea
31 changed files with 742 additions and 1845 deletions

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@@ -18,9 +18,14 @@ Financial analyst covering valuation, ratio analysis, forecasting, and industry-
## Skill Integration
- `finance/financial-analyst`DCF modeling, ratio analysis, forecasting, scenario planning
- Scripts: `dcf_valuation.py`, `ratio_calculator.py`, `forecast_builder.py`, `budget_variance_analyzer.py`
- References: `financial-ratios-guide.md`, `valuation-methodology.md`, `forecasting-best-practices.md`, `industry-adaptations.md`
### finance/financial-analyst — Traditional Financial Analysis
- Scripts: `dcf_valuation.py`, `ratio_calculator.py`, `forecast_builder.py`, `budget_variance_analyzer.py`
- References: `financial-ratios-guide.md`, `valuation-methodology.md`, `forecasting-best-practices.md`, `industry-adaptations.md`
### finance/saas-metrics-coach — SaaS Financial Health
- Scripts: `metrics_calculator.py`, `quick_ratio_calculator.py`, `unit_economics_simulator.py`
- References: `formulas.md`, `benchmarks.md`
- Assets: `input-template.md`
## Core Workflows
@@ -52,6 +57,20 @@ Financial analyst covering valuation, ratio analysis, forecasting, and industry-
4. Build monthly cash flow projection
5. Define variance thresholds and review cadence
### 5. SaaS Health Check
1. Collect MRR, customer count, churn, CAC data from user
2. Run `metrics_calculator.py` to compute ARR, LTV, LTV:CAC, NRR, payback
3. Run `quick_ratio_calculator.py` if expansion/churn MRR available
4. Benchmark each metric against stage/segment via `benchmarks.md`
5. Flag CRITICAL/WATCH metrics and recommend top 3 actions
### 6. SaaS Unit Economics Projection
1. Take current MRR, growth rate, churn rate, CAC from user
2. Run `unit_economics_simulator.py` to project 12 months forward
3. Assess runway, profitability timeline, and growth trajectory
4. Cross-reference with `forecast_builder.py` for scenario modeling
5. Present monthly projections with summary and risk flags
## Output Standards
- Valuations → range with methodology stated (DCF, comparables, precedent)
- Ratios → benchmarked against industry with trend arrows
@@ -65,6 +84,29 @@ Financial analyst covering valuation, ratio analysis, forecasting, and industry-
- **Budget Variance:** Departmental budgets maintained within 10% of plan
- **Analysis Turnaround:** Financial models delivered within 48 hours of data receipt
## Integration Examples
```bash
# SaaS health check — full metrics from raw numbers
python ../../finance/saas-metrics-coach/scripts/metrics_calculator.py \
--mrr 80000 --mrr-last 75000 --customers 200 --churned 3 \
--new-customers 15 --sm-spend 25000 --gross-margin 72 --json
# Quick ratio — growth efficiency
python ../../finance/saas-metrics-coach/scripts/quick_ratio_calculator.py \
--new-mrr 10000 --expansion 2000 --churned 3000 --contraction 500
# 12-month projection
python ../../finance/saas-metrics-coach/scripts/unit_economics_simulator.py \
--mrr 80000 --growth 8 --churn 1.5 --cac 1667 --json
# Traditional ratio analysis
python ../../finance/financial-analyst/scripts/ratio_calculator.py financial_data.json --format json
# DCF valuation
python ../../finance/financial-analyst/scripts/dcf_valuation.py valuation_data.json --format json
```
## Related Agents
- [cs-ceo-advisor](../c-level/cs-ceo-advisor.md) -- Strategic financial decisions, board reporting, and fundraising planning