Coupler.io Skills

Curated skill collection for business data analysis powered by the Coupler.io MCP server. Install as a Claude Code plugin to give Claude expert procedures for analytics, reporting, and marketing — backed by live data from your Coupler.io workspace.

Skills

Skills are organized by ICP (ideal customer profile) first — Finance, Sales, E-commerce, Marketing & Ads — then by shared Capability and general Utilities.

The machine-readable catalog is skills-index.json. Do not edit it by hand — it is generated from SKILL.md frontmatter. Change the skill files, then run python .github/scripts/generate_skill_index.py, or let the GitHub Action regenerate it on merge to main.

Finance

Skill	File	What it does
finance-analytics	finance/finance-analytics/SKILL.md	Financial performance — P&L review, MRR/ARR bridge, cash runway, cost-center investigation. Works with QuickBooks, Xero, NetSuite, Stripe, Sage, and more.

Sales

Skill	File	What it does
sales-analytics	sales/sales-analytics/SKILL.md	Sales pipeline — win rates, velocity, cycle length, rep performance, stage conversion. Works with Salesforce, HubSpot, Pipedrive, Close, Zoho, and more.

E-commerce

Skill	File	What it does
ecom-analytics	ecommerce/ecom-analytics/SKILL.md	E-commerce performance — funnel conversion, AOV, cohort retention, repeat purchase, anomaly detection. Works with Shopify, WooCommerce, GA4, Klaviyo, Stripe, and more.

Marketing & Ads

Skill	Location	What it does
marketing-analytics	marketing-and-ads/marketing-analytics/	Marketing performance — campaign analysis, cross-channel comparison, anomaly detection. Covers paid, organic, email, and social.
ppc-analytics	marketing-and-ads/ppc-analytics/	Paid-ads (PPC) performance — per-platform funnel traces, efficiency-first comparison (ranked on CPA/ROAS), budget pacing, ad-fatigue checks, and honest attribution (never blends conversions across platforms; offers an independent-source cross-check and blended CAC). Facebook + Google Ads first-class.

Google Ads deep dives

Eight Google-Ads-only skills in marketing-and-ads/google-ads/. Each one owns a single question and hands off to the others rather than duplicating them — ppc-analytics stays the cross-platform paid view.

Skill	What it does
google-ads-performance-review	The baseline read — what changed in the account and why. Period comparison, cost-per-lead moves, impression-share loss. Run this before deciding anything else.
google-ads-waste-and-scale	The cutting view — search-term waste, negative-keyword candidates, what to pause, and a budget-neutral reallocation proposal.
google-ads-keyword-and-quality-score-analysis	The earning view — which keywords deserve more money, which overcharge for the same clicks, match-type and quality-score diagnosis.
google-ads-budget-pacing	Month-end arithmetic — on-track or overspending, daily target, which campaigns are budget-capped, and whether more budget would do anything.
google-ads-conversion-tracking-audit	Whether the conversion numbers can be trusted at all — double-counting, Analytics disagreement, untracked spend. Run before any cost or return conclusion.
google-ads-settings-audit	Account configuration priced in the spend flowing through it — search partners, Display expansion, location intent, auto-apply, ad rotation, conversion windows, bid strategies.
google-ads-pmax-transparency	Opening the Performance Max black box — Shopping cannibalisation, brand-traffic buying, asset-group performance.
google-ads-client-report	The monthly client write-up — what to say, how to present a missed target. Built only when asked.

Capability

Cross-ICP building blocks — compose these with a domain skill above.

Skill	File	What it does
get-started	capability/get-started/SKILL.md	Onboard a brand-new or empty workspace from zero to the user's own data in the chat — anchor on stated intent, route template-or-scratch, script the guided credential round-trip, build + run the first dataflow, then offer a refresh schedule.
create-dataflow	capability/create-dataflow/SKILL.md	Configure a Coupler.io dataflow end to end — pick an integration, attach a credential, wire source → destination, and trigger a run.
generate-data-set-context	capability/generate-data-set-context/SKILL.md	Produce an AI-readable description for a dataset so future sessions inherit its schema context.
refine-prompt	capability/refine-prompt/SKILL.md	Sharpen a vague or underspecified analytics request into a detailed, actionable prompt — filling in time period, metrics, data sources, and output format — before analysis.
report-generation	capability/report-generation/SKILL.md	Industry-agnostic report formatter and validator. Turns analysis output into a structured TL;DR → Metrics → Context → Recommendations → Next Questions report, then runs a Phase 2 validation pass (arithmetic, units, claim-vs-data, logical gates). Compose with a domain skill for domain-flavored reports.

Utilities

Skill	Location	What it does
humanizer	utilities/humanizer/	Rewrites AI-generated text to remove detectable patterns and add human voice. Also available as the /humanize slash command.
coupler-live-artifact	utilities/coupler-live-artifact/	Builds a live Cowork artifact — a persistent, re-openable HTML widget backed by a Coupler.io dataflow that auto-refreshes (live dashboards, daily-check pages, data explorers).

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Coupler.io MCP tools

These are the tools the Coupler.io MCP server exposes. Skills use them automatically — you only need to know them if you are writing a new skill or calling tools directly.

Skills

Tool	Description
list-skills	Names + one-line descriptions of every available skill. Always the first call.
get-skill	Full procedure for a named skill.

Discovery

Tool	Description
list-templates	Pre-built recipes filtered by source, metric, or category. Fastest path to skip manual setup.
list-integrations	Every integration the platform supports (400+).
list-credentials	What the user is already authorized for.
list-datasets	Every dataset across every dataflow. Use for full-picture browsing.
search-datasets	Narrows datasets by name, source, or free-text. Prefer over list-datasets when you have a keyword.

Inspection

Tool	Description
get-integration	Parameters and auth shape for one integration. Required before configuring anything.
get-integration-field-options	Resolves dynamic dropdown values (e.g. Salesforce objects, Google Ads accounts). Call when get-integration flags resolve_options_with_tool: true.
get-dataflow	Current state of one dataflow — sources, destinations, schedule, last run.
get-schema	Column types and AI context for one dataset. Required before querying.
get-data	SQL against the dataset's data table. Start with SELECT * FROM data LIMIT 5 to confirm shape.

Configuration

Tool	Description
create-dataflow	Create a new empty dataflow.
create-dataflow-from-template	Create a fully configured dataflow from a template. Use when list-templates returns a match — skips manual assembly.
create-dataflow-source	Attach a source (Stripe, Postgres, …) to a dataflow.
create-dataflow-destination	Attach a destination (Sheets, BigQuery, Looker Studio, …) to a dataflow.
update-dataflow-source	Change source parameters; merges into existing config.
update-dataflow-destination	Change destination parameters.

Run & persist

Tool	Description
run-dataflow	Kick off a refresh from the source.
update-dataset	Save a markdown description on a dataset so future sessions inherit it.

Deprecated: list-dataflows — replaced by list-datasets.

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Installation

From the marketplace — add this repo as a plugin marketplace, then install the per-cluster plugin(s) you want:

/plugin marketplace add coupler-io/skills
/plugin install coupler-finance@coupler-io-skills

Each ICP is its own plugin, so you install only what you need. Available plugins:

Plugin	Skills it installs
coupler-finance	finance-analytics
coupler-sales	sales-analytics
coupler-ecommerce	ecom-analytics
coupler-marketing-ads	marketing-analytics, ppc-analytics, + the 8 Google Ads deep dives
coupler-capability	get-started, create-dataflow, generate-data-set-context, refine-prompt, report-generation
coupler-utilities	coupler-live-artifact
humanizer	humanizer (+ /humanize command)

As a Claude Code plugin (repo-wide) — add to your .claude/settings.json:

{
  "plugins": [
    "https://github.com/coupler-io/skills"
  ]
}

Manual — copy any skill folder (each contains a SKILL.md) into your project's .claude/skills/ directory. The skill activates automatically when its trigger phrases are matched.