Agentic Finance Product Builder Pack
6 prompts and 2 skills for agentic finance product builder — each one a real job from the week, with the steps, rules and output an expert would ask for. Fill in the blanks and paste them into ChatGPT, Claude or Gemini, or tailor any of them to your brand in the Studio.
What’s in the pack
- Spend Policy for an AI Agent That Can PayDesigns the spending rules for an AI agent with a wallet or payment card — limits, allow-lists, approval thresholds, velocity checks and kill switch — written so engineers can implement and auditors can check them.Plan
- Failure Modes Review for a Money-Moving AgentRuns a structured failure-modes review on an AI agent that pays or trades — what can go wrong, how likely, how bad, how we'd notice, and the fix — before real users trust it with funds.Plan
- User Disclosures for an Agent That Spends MoneyDrafts the plain-language disclosures, consent screens and receipts for a product where an AI agent spends or moves users' money, ready for counsel review and user testing.Plan
- Audit Log Design for Agent Wallet ActionsDesigns the audit log for every action an AI agent takes with funds — intents, tool calls, approvals, results — so support, finance and auditors can reconstruct exactly what happened and why.Plan
- Positioning an Agentic Finance Product for BuyersWrites the positioning, homepage copy and objection answers for a product where AI agents handle payments or financial tasks — concrete about the job, honest about control and risk.Plan
- Agent Workflow for Settling Invoices in StablecoinsMaps a safe end-to-end workflow for an agent that settles supplier invoices in stablecoins — invoice checks, payee verification, approvals, sending, confirmation and bookkeeping entries.Plan
- Agentic Finance Guardrail ArchitectA standing architect that reviews any design where AI agents touch money and answers with limits, approvals, logging, failure handling and disclosure changes, flagging every place control is missing.Plan
- Agent Treasury Operations AnalystA standing analyst for teams whose agents hold balances or pay on-chain — daily balance checks, reconciliation, unusual-activity notes and a weekly treasury summary leadership can read in two minutes.Plan
Titles and descriptions are public. The full texts, the .zip download and Agent Skill exports are on the Library and Pro plans. See the plans. More for finance & accounting · developers · startups & founders.
More packs · web3, tokens & agentic finance
Blockchain Developer Relations & Docs Pack7 prompts · 1 skillCrypto Payments for Merchants Pack7 prompts · 1 skillCrypto Records & Tax Organisation Pack7 prompts · 1 skillDAO & Protocol Operations Team Pack6 prompts · 2 skillsNFT & Digital Collectibles Creator Pack7 prompts · 1 skillSmart-Contract Security Preparation Pack7 prompts · 1 skillToken Launch & Minting Project Pack6 prompts · 2 skillsTokenised Real-World Assets Team Pack7 prompts · 1 skill