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Found 1,519 Skills
Guide the implementation of customer identification, due diligence, and ongoing monitoring under FINRA Rule 2090, CIP, and the FinCEN CDD Rule. Use when the user asks about customer onboarding identity verification, beneficial ownership collection for entity accounts, enhanced due diligence for PEPs or high-risk customers, customer risk rating systems, KYC refresh triggers, or documentary vs non-documentary verification. Also trigger when users mention 'account opening requirements', 'who is the beneficial owner', 'new client identity check', 'how often to update KYC', 'essential facts for the account', 'foreign customer onboarding', or ask what information must be gathered before opening an account.
Identify and prevent sales practice violations under FINRA and SEC rules governing broker-dealer conduct. Use when the user asks about churning or excessive trading metrics, mutual fund breakpoint discounts, selling away or private securities transactions, outside business activities, unauthorized trading, supervisory procedure design, senior investor protections, trusted contact persons, variable annuity suitability, or options account approval. Also trigger when users mention 'turnover ratio is high', 'rep did trades without authorization', 'breakpoint abuse', 'trusted contact for elderly client', 'selling away from the firm', 'supervision failure', '1035 exchange review', 'marking the close', or ask whether a broker's conduct violates FINRA rules.
Guides director-level infrastructure capex accounting—capitalization policy and governance, WIP/CIP and project closeout, useful-life and impairment standards, capex forecast vs actual for data center and compute programs, board and audit narratives, SOX over fixed-asset and cloud-prepaid programs, and alignment with engineering and portfolio delivery. Use when setting capex accounting policy, reviewing material capitalization judgments, governing infrastructure asset programs, executive capex reporting, or audit steering for DC/compute investments—not for month-end JEs and CUR mapping (compute-accounting-manager), rack utilization (data-center-compute-supply-efficiency), facility design (data-center-design-execution-lead), or multi-site investment prioritization (data-center-portfolio-planning-execution-lead).
Create or update glossary entries in the Spec Loop AsciiDoc glossary format. Use when the user, project instructions, or `spec-loop-plan-task` already requires a glossary artifact. This skill is mandatory for AsciiDoc glossaries unless the user explicitly opts out for the current project or session.
Review a contract, agreement, terms-of-service, MSA, NDA, employment agreement, vendor SOW, or any legal document. Flag risks, missing terms, unusual clauses, and points worth negotiating. Use this whenever the user says 'review this contract,' 'look at this agreement,' 'is this contract fair,' 'red flags in this,' 'should I sign,' 'help me negotiate,' 'check this NDA,' or attaches/pastes any contract-like document. Output is a structured markdown review the user can read in 5 minutes before signing or negotiating.
ISN integration. Manage Persons, Organizations, Deals, Leads, Projects, Activities and more. Use when the user wants to interact with ISN data.
Draft a demand letter from a completed intake, gated on a privilege / FRE 408 / waiver / admission checklist, with a .docx output, post-send checklist, and an offer to create a matter. Use when the user says "draft the demand", "write the [type] letter", or has a finished demand intake ready to turn into a sendable draft.
Jurisdiction-aware wage/hour and employment Q&A — classification, overtime, meal/rest breaks, leave, final pay — answered for the specific state/country with the controlling rule researched and cited rather than stated from memory. Use when the user asks any employment law question, or says "what's the rule in [state]", "is this exempt", "do we have to pay overtime for", or "can we classify this as".
Vendor-neutral skill to check a data retention schedule for completeness and risk (coverage, deletion handling, legal holds) and produce a structured findings report.
Vendor-neutral skill to track security exception expirations and generate remediation reminders.
Add policy enforcement, zero-trust identity, and execution sandboxing to AI agents with Microsoft's Agent Governance Toolkit
When the user wants to build or improve a sales bot's ability to manage sender reputation and ensure messages get delivered. Also use when the user mentions "deliverability," "spam prevention," "sender reputation," "email warmup," or "domain reputation."