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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.

Shopify deep dives

Four Shopify-only skills in ecommerce/shopify/. Same shape as the ads packs — each owns a single question and routes to its siblings rather than duplicating them, with ecom-analytics still the cross-platform store view. They share their definitions deliberately: store performance is the baseline the others read against, and sell-through, inventory value and dead-stock cash live in one skill only.

Skill What it does
shopify-store-performance The baseline read — the full sales ladder, orders, AOV, refunds vs returns, new vs returning, and which of the three drivers moved revenue. Run this before deciding anything else.
shopify-product-and-variant-sales Which products and variants earn their place — ranked by money and by margin on the right cost basis, with stock-out distortion flagged instead of buried.
shopify-inventory-and-stockout-risk What runs out, when, what it costs, and the date you must order by — plus inventory value split four ways and the cash parked in dead stock.
shopify-repeat-purchase-and-retention Which campaign and which first offer bought customers who came back — cohorts cut by UTM and discount status, with open cohorts excluded from every comparison.

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. When a request needs a field no packaged report type carries, they route to capability/google-ads-custom-gaql.

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.

TikTok Ads deep dives

Eleven TikTok-only skills in marketing-and-ads/tiktok-ads/. Same shape as the Google pack — each owns a single question and routes to its siblings rather than duplicating them, with ppc-analytics still the cross-platform paid view.

Skill What it does
tiktok-ads-performance-review The baseline read — what moved, which campaigns moved it, and how much of the change each one caused. Run this before deciding anything else.
tiktok-ads-waste-and-scale The cutting view — what to turn off and what to fund with the money, as one decision rather than two.
tiktok-ads-creative-analysis Which videos earn their spend, where the losing ones lose people, and what the next round should be.
tiktok-ads-creative-fatigue-and-velocity Which videos are dying, how long they have left, and how many new ones a month the account needs to keep up.
tiktok-ads-audience-analysis Which audiences earn their spend — and whether targeting is doing any work the creative was not already doing.
tiktok-ads-budget-pacing Where the month ends if nothing changes, the daily spend to land on plan, and which ad groups will not take more money.
tiktok-ads-pixel-and-attribution-audit Whether the conversion numbers can be trusted before you move budget on them. Run before any cost or return conclusion.
tiktok-ads-structure-and-learning-review Whether the account is split into more ad groups than its budget can feed, priced in what that costs in delivery.
tiktok-ads-placement-geo-and-device Where and when the money actually goes, and what each of those places is worth.
tiktok-ads-gmv-max-and-shop-review What GMV Max is actually buying, whether it cannibalises campaigns already making those sales, and which products carry it.
tiktok-ads-client-report The monthly client write-up — the kind that survives being questioned. Built only when asked.

Meta / Facebook Ads deep dives

Eleven Meta-only skills in marketing-and-ads/facebook-ads/. Same shape as the Google pack — each owns a single question and routes to its siblings rather than duplicating them, with ppc-analytics still the cross-platform paid view.

Skill What it does
facebook-ads-performance-review The baseline read — what moved this period and which campaigns moved it. Cost decomposed into CPM, CTR and conversion rate. Run this before deciding anything else.
facebook-ads-waste-and-scale The cutting view — ad sets spending without results, creative past its fatigue threshold, each cut paired with where the money should go instead.
facebook-ads-creative-analysis Which ads win and why — thumbstop and hook rate, what the winners have in common, and the brief for the next production round.
facebook-ads-creative-fatigue How long the winners have left — CTR decay against first-week baseline, CPM drift, a refresh queue ranked by spend at risk, and monthly creative volume needed.
facebook-ads-audience-analysis Which audiences earn their spend — lookalike vs interest vs broad vs retargeting, saturation as audiences age, and who is being paid for twice.
facebook-ads-budget-pacing Month-end arithmetic — on-track or overspending, required daily spend, which ad sets are capped, and whether more budget would do anything.
facebook-ads-pixel-and-attribution-audit Whether the conversion numbers can be trusted — pixel and CAPI coverage, deduplication, view-through share, the platform-vs-store gap. Run before any cost or return conclusion.
facebook-ads-settings-audit Configuration priced in the spend flowing through it — optimisation goals, bid strategy, Advantage+ and expansion toggles, attribution setting. Most of these default in Meta's favour.
facebook-ads-structure-and-learning-review How the account is organised and what that costs in learning — ad sets stuck below event volume, fragmentation, audience overlap, consolidation with the spend affected.
facebook-ads-placement-geo-and-device Where the budget actually goes — Feed vs Reels vs Stories vs Audience Network, region, device and delivery hour, each with what it is worth.
facebook-ads-client-report The monthly client write-up — KPIs against goal, creative winners, the attribution caveat stated once and plainly. 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.
google-ads-custom-gaql capability/google-ads-custom-gaql/SKILL.md Build a Custom GAQL source when no packaged Google Ads report type carries the field — and name the packaged type when one does. Covers resource choice, date macros, and the raw column names and micros that come back.
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.
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).

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.


Skill frontmatter

The Agent Skills spec allows only six top-level frontmatter keys — name, description, license, compatibility, metadata, allowed-tools — and a SKILL.md carrying anything else can be rejected outright. Claude Code's own frontmatter reference accepts considerably more (when_to_use, model, effort, context, agent, argument-hint, disable-model-invocation, allowed-tools, disallowed-tools, and others), but those are Claude-only extensions that other runtimes ignore. We target the portable six, so everything of ours lives under metadata:

---
name: sales-analytics
description: Use this skill when the user wants to analyze sales pipeline, review win rates, … # for the agent: what it does and when to reach for it
metadata:
  short_description: Pipeline health, win rates, sales velocity and rep performance, straight from your CRM. # for humans: one line, shown in the UI
  category: sales
  sources:
    - Salesforce
---

description is the agent's routing signal, so it is long and stuffed with trigger phrases — unreadable in a skill catalog. short_description is the human-facing counterpart: one sentence, no "use this skill when", safe to render in a card or list. It is optional; consumers should fall back to a truncated description when it is absent.

python .github/scripts/generate_skill_index.py --check enforces the length limits:

Field Limit Source
name 64 characters Spec. Renaming means renaming the folder too — the two must match.
description 1024 characters Spec.
metadata.short_description 200 characters Ours. It renders in the UI, where anything longer than a sentence stops being scannable.

Above 500 characters a description only earns a warning — it still passes. There is no consensus on the right length: obra/superpowers ships descriptions of 79–234 characters, while coreyhaines31/marketingskills runs 432–1014. The warning is a nudge to check the tail is still earning its context, not a rule — agents weigh the opening sentence most heavily.

Both descriptions land in skills-index.json, which is what the API and the MCP server read.

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, + the 4 Shopify deep dives
coupler-marketing-ads marketing-analytics, ppc-analytics, + the 8 Google Ads, 11 Meta / Facebook Ads and 11 TikTok Ads deep dives
coupler-capability get-started, create-dataflow, google-ads-custom-gaql, generate-data-set-context, refine-prompt, report-generation
coupler-utilities coupler-live-artifact, humanizer

Plugin skills are namespaced by their plugin, so they can be invoked explicitly as /coupler-finance:finance-analytics. Most of them are model-invoked too — Claude reaches for them when the request matches their description. If the install summary says Run /reload-plugins to activate., run that.

Install only the plugin you need. Every skill's description stays in context for the whole session, so a plugin's cost scales with how many skills it carries. coupler-marketing-ads bundles 32 and adds roughly 5.5k tokens to every session, coupler-ecommerce bundles 5 and adds roughly 700; the single-skill plugins add a few hundred. Check any plugin before installing it:

claude plugin details coupler-marketing-ads@coupler-io-skills

For a whole team — register the marketplace in the repository's .claude/settings.json so collaborators get it once they trust the folder:

{
  "extraKnownMarketplaces": {
    "coupler-io-skills": {
      "source": {
        "source": "github",
        "repo": "coupler-io/skills"
      }
    }
  }
}

This adds the marketplace, not the plugins. Each person still runs /plugin install <plugin>@coupler-io-skills to pick what they want. To pre-enable plugins as well, see enabledPlugins.

Manual — copy any skill folder (each contains a SKILL.md) into your project's .claude/skills/ directory. Skills installed this way are not namespaced, and Claude activates them when the request matches their description.