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Found 763 Skills
Process and manage account transfers between and within financial institutions. Use when handling full or partial ACAT transfers between broker-dealers, troubleshooting ACAT rejection codes or FINRA Rule 11870 timeline issues, setting up non-ACAT transfers like mutual fund direct transfers or DTC free deliveries, processing internal journal entries to move assets between accounts, handling retirement account rollovers or Roth conversions with proper tax reporting, managing estate transfers with cost basis step-up and date-of-death valuations, reconciling assets after transfer completion including residual credits and fractional shares, coordinating multi-account household transfers across different account types, or building transfer tracking dashboards and client communication workflows.
Complete skill for the Analyzify Shopify analytics and tracking app. Covers all Analyzify MCP features and workflows. Trigger when the user wants to: check store info, view workspace details, query Google Analytics 4 data, run GA4 reports, check GA4 traffic, query Google Search Console data, view search performance, top queries, query Google Ads campaigns and performance, view ad spend and ROAS, access Shopify store data via Admin API, list products, collections, orders, query historical analytics reports, campaign attribution, traffic trends, check connected accounts, view API key capabilities, or any Analyzify-related task. Covers questions like: "what is my store", "what is my space ID", "show my GA4 traffic", "top search queries this week", "how are my Google Ads performing", "list my products", "show campaign attribution", "compare organic vs paid traffic", "what accounts are connected", "what plan am I on", "show my store dashboard", "daily sessions this month". All operations use MCP tools: execute_graphql, execute_report_graphql, introspect_schema, introspect_report_schema.
Compares two app bundles to identify size changes, new or removed artifacts, and platform differences. Can be invoked with bundle IDs, dashboard URLs, or branch names.
Write and edit AML/AQL code for Holistics models, datasets, dashboards, and metrics. Use this whenever the user wants to create or modify a model, dataset, dashboard page, AQL metric, or any file in an AMQL project.
Klipfolio integration. Manage Dashboards, Users, Teams. Use when the user wants to interact with Klipfolio data.
Revenue.io platform help — Salesforce-native revenue orchestration with RingDNA dialer, Guided Selling cadences, Moments real-time coaching, conversation intelligence, and Revenue Intelligence dashboards. Use when calls not logging to Salesforce from Revenue.io, setting up Guided Selling cadences and task prioritization, configuring Moments real-time coaching notifications, choosing between Activate vs Engage vs Orchestrate tiers, dialer call dispositions not syncing to Salesforce, or Revenue.io vs Gong for conversation intelligence. Do NOT use for general conversation intelligence strategy (use /sales-note-taker) or building a coaching program (use /sales-coaching).
Auto-generates weekly KPI reports from multiple data sources including Supabase analytics, CRM data, financial spreadsheets, and email metrics. Produces executive-ready reports with dashboards, trends, highlights, concerns, and action items.
Design any user-facing experience end-to-end: task flows, multi-step workflows, navigation structures, onboarding, settings, search, content creation, collaboration, signup, checkout, dashboards, notifications, error recovery, and more. Handles cross-platform adaptation (mobile/web/TV/embedded), device-aware design, accessibility, interaction specifications, and multi-channel journey mapping. Trigger when designing user flows of any kind, mapping screen sequences, optimizing task completion, specifying interactions, designing navigation, or asking "how should the user experience X?" Use this skill broadly — any time someone is working through how a user moves through a product experience, this skill applies.
Build and deploy a Coralogix dashboard for a given service from its logs, spans, metrics, and service specs. Discovers telemetry through the sibling `cx-metrics-query` / `cx-query-logs` / `cx-query-spans` skills, emits importable Coralogix JSON, verifies every PromQL and DataPrime query live through the `cx` CLI, and creates the dashboard via `cx dashboards create`. Use whenever the user asks to create, build, generate, or deploy a Coralogix dashboard, monitoring dashboard, or observability dashboard for a service, app, or pipeline.
Run queries against Omni Analytics' semantic layer using the Omni CLI, interpret results, and chain queries for multi-step analysis. Use this skill whenever someone wants to query data through Omni, run a report, get metrics, pull numbers, analyze data, ask "how many", "what's the trend", "show me the data", retrieve dashboard query results, or perform any data retrieval through Omni's query engine. Also use when someone wants to programmatically extract data from an existing Omni dashboard or workbook.
Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO or rebalancing drift, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effective fee rate', 'practice benchmarking', 'AUM growth decomposition', 'advisor capacity', or 'referral tracking'.
Enterprise AI adoption platform for Claude Code — measures team usage via OpenTelemetry, syncs skills/MCP servers/hooks from a central dashboard, and delivers context-aware skill suggestions at prompt time. Solves the Intention-Action Gap: organizations that deploy Zeude see 3x adoption improvement (6% → 18%). Requires Supabase (config) and ClickHouse (analytics). Triggers on: zeude, ai adoption, claude code adoption, enterprise claude, opentelemetry claude, skill sync, team claude management.