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Found 5,029 Skills
Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.
Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income. Use when the user asks about discounted cash flow, DCF models, WACC, terminal value, dividend discount models, comparable multiples, or sum-of-the-parts valuation. Also trigger when users mention 'what is this stock worth', 'fair value estimate', 'Gordon growth model', 'free cash flow valuation', 'cost of equity', 'sensitivity analysis', 'exit multiple', or ask whether a stock is overvalued or undervalued.
Guide the design and maintenance of recordkeeping programs under SEC Rules 17a-3, 17a-4, and 204-2. Use when the user asks about document retention schedules, how long to keep trade records or customer complaints, WORM storage requirements, email or text message archiving, social media capture, BYOD compliance policies, or electronic storage audit trails. Also trigger when users mention 'we got an exam request for records', 'migrating to a new archiving vendor', 'blotter retention', 'order ticket requirements', 'off-channel communications', 'WhatsApp archiving', or ask how long specific records must be kept.
Transforms Claude from a 'Graphic Designer' into a 'Design Thinker'. Trigger this skill whenever the user asks for design, redesign, creation of graphics, layouts, UI/UX, or any creative asset. Use this skill even if the user provides a direct request like 'make a flyer' or 'redesign my site'. The goal is to ask critical questions and solve the underlying problem before touching any visual elements.
React bindings for TanStack Router: RouterProvider, useRouter, useRouterState, useMatch, useMatches, useLocation, useSearch, useParams, useNavigate, useLoaderData, useLoaderDeps, useRouteContext, useBlocker, useCanGoBack, Link, Navigate, Outlet, CatchBoundary, ErrorComponent. React-specific patterns for hooks, providers, SSR hydration, and createLink with forwardRef.
Search the web and scrape pages using the local tool stack: SearXNG (meta-search), Lightpanda (fast headless fetch), and Agent-Browser (full browser automation). This is your DEFAULT web skill — use it whenever you need to look something up, research a topic, fetch a webpage, extract content from a URL, check current information, find documentation, do competitive research, or answer any question that benefits from live web data. Triggers on any form of: search for, look up, google, find out, research, what's the latest on, fetch this page, scrape this site, check this URL, pull info from, web search, or any task where current web information would improve your answer. Even if the user doesn't explicitly ask you to search — if answering well requires current info you don't have, use this skill. NOT for interactive browser automation like form filling or clicking (use [[agent-browser]] or [[browser-use]]).
AI-powered transaction categorization with learning. Applies rules, pattern matching, and AI inference to categorize transactions. Learns from corrections. Use after /cfo-capture or /cfo-bank-import to categorize uncategorized transactions. CLEAR step: L (Log)
Create, iterate, and scale paid ad creative for Google Ads, Meta, LinkedIn, TikTok, and similar platforms. Use when generating headlines, descriptions, primary text, or large sets of ad variations for testing and performance optimization.
Structured web research framework for AI agents. Teaches your agent to conduct multi-source research, synthesize findings into actionable briefs, maintain a research library, and track evolving topics over time. Use when you need market research, competitor analysis, topic deep-dives, or ongoing monitoring of trends and news. Works with any agent that has web search capabilities.
Execute Azure deployments for ALREADY-PREPARED applications that have existing .azure/deployment-plan.md and infrastructure files. DO NOT use this skill when the user asks to CREATE a new application — use azure-prepare instead. This skill runs azd up, azd deploy, terraform apply, and az deployment commands with built-in error recovery. Requires .azure/deployment-plan.md from azure-prepare and validated status from azure-validate. WHEN: "run azd up", "run azd deploy", "execute deployment", "push to production", "push to cloud", "go live", "ship it", "bicep deploy", "terraform apply", "publish to Azure", "launch on Azure". DO NOT USE WHEN: "create and deploy", "build and deploy", "create a new app", "set up infrastructure", "create and deploy to Azure using Terraform" — use azure-prepare for these.
EasySendy integration. Manage Users, Organizations, Goals, Filters. Use when the user wants to interact with EasySendy data.
AI image generation with OpenAI, Google, OpenRouter, DashScope, Jimeng, Seedream and Replicate APIs. Supports text-to-image, reference images, aspect ratios, and batch generation from saved prompt files. Sequential by default; use batch parallel generation when the user already has multiple prompts or wants stable multi-image throughput. Use when user asks to generate, create, or draw images.