manage-cashflow

Cursor Skill

Multi-currency cash management — balances, receivables, obligations, FX exposure, runway, rebalancing plans, and indicative rates. Use this skill whenever the user asks about cash position, balances, treasury health, shortfalls, crunch points, runway, rebalancing, FX rates or positions, who owes them money, what bills are due, money coming in or going out, urgency triage, or gives a cash health check prompt. ALWAYS use this skill when the user mentions Airwallex balances, currencies, or requests money movement (conversions, wires, transfers, rate locking) — even if the request seems simple to refuse, the skill contains mandatory safety protocols for refusal and redirect. Also load this skill when the user asks for a "transaction report", "accounting report", "reconciliation", "P&L", or "ledger" — the skill contains the required scope-boundary rules to refuse these properly and offer supported alternatives. Do NOT use for creating invoices, setting up suppliers/beneficiaries, or provisioning cards.

Airwallex CLI plugin for Cursor

Created by AirwallexView Source

Skills5

awx-best-practicesFallback Airwallex CLI skill — use ONLY when no dedicated workflow skill matches the task. Covers ad-hoc CLI operations (list, get, update, delete, void, cancel), general Airwallex API questions, troubleshooting, and domains not covered by a workflow skill (payment links, refunds, disputes, meters, usage events, coupons, credit notes, spend management, financial reports). Do NOT load this skill alongside a workflow skill — each workflow skill is self-contained. For invoices/billing use contract-to-billing, for suppliers/beneficiaries use beneficiary-creation, for cards use card-provisioning, for balances/FX/cashflow use manage-cashflow.

beneficiary-creationExtract bank details from supplier invoices or documents, validate per-country requirements, and create beneficiaries in Airwallex. Use when the user says "set up this supplier", "onboard these vendors", "create beneficiary from invoice", "add a payee", or uploads supplier documents with bank details. Do NOT use for creating invoices, checking balances or FX rates, or provisioning cards.

card-provisioningProvision virtual or physical corporate cards in Airwallex Issuing — create cardholders, issue cards with spend limits, and manage card spending. Use when the user says "create a card for", "spin up a virtual card", "set up a card for Adobe", "provision a card", or needs to manage corporate card spending. Do NOT use for bank transfers, creating invoices, or checking FX rates.

contract-to-billingExtract billing details from purchase orders, contracts, or quotes, then set up Airwallex Billing by creating invoices and/or subscriptions — matching existing customers, products, and prices to avoid duplicates. Use when the user says "create invoice from this PO", "set up billing from this contract", "create a subscription from this agreement", "invoice this quote", "bill this customer", or attaches a document and asks to set up one-time, recurring, or mixed billing. Do NOT use for paying suppliers, provisioning cards, or checking FX rates.

manage-cashflowMulti-currency cash management — balances, receivables, obligations, FX exposure, runway, rebalancing plans, and indicative rates. Use this skill whenever the user asks about cash position, balances, treasury health, shortfalls, crunch points, runway, rebalancing, FX rates or positions, who owes them money, what bills are due, money coming in or going out, urgency triage, or gives a cash health check prompt. ALWAYS use this skill when the user mentions Airwallex balances, currencies, or requests money movement (conversions, wires, transfers, rate locking) — even if the request seems simple to refuse, the skill contains mandatory safety protocols for refusal and redirect. Also load this skill when the user asks for a "transaction report", "accounting report", "reconciliation", "P&L", or "ledger" — the skill contains the required scope-boundary rules to refuse these properly and offer supported alternatives. Do NOT use for creating invoices, setting up suppliers/beneficiaries, or provisioning cards.