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Found 1,472 Skills
Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.
Review amendments to SEC filings using Octagon MCP. Use when tracking material changes, corrections, restatements, and updates to previously filed documents including 10-K/A, 10-Q/A, 8-K/A, S-1/A, and Form 144/A filings.
Every Twilio Core feature, plus offline message and call history, FTS, and SQL-grade analytics no other Twilio tool... Trigger phrases: `send an SMS via Twilio`, `list Twilio messages`, `Twilio call recordings`, `Twilio usage cost`, `Twilio opt-out audit`, `use twilio`, `run twilio`.
Identify codebase deepening opportunities based on the domain language in CONTEXT.md and decisions in docs/adr/. Use when the user wants to improve architecture, find refactoring opportunities, consolidate tightly-coupled modules, or make a codebase more testable and AI-navigable.
Manage and secure company devices with MDM solutions — enroll macOS, Windows, iOS, and Android devices, enforce security policies, and automate software deployment. Use when setting up device management for a growing team.
Pre-submission validation audit for arXiv papers across TeX source, PDF, figures, metadata, bibliography, file organization, and common-error scans. Produces pass/fail report with specific fixes per arXiv requirement. Triggers on: "check my arXiv submission", "validate for arXiv", "arXiv preflight", "ready for arXiv", "arxiv check", "arxiv submission readiness". Companion to manuscript-review (prose), manuscript-provenance (code), arxiv-figures, arxiv-package.
AI-powered design-to-code engine that generates production-ready UI components from natural language using Claude API
Corrige e analisa escrita acadêmica em PDFs ou documentos de TCCs, dissertações, teses e artigos científicos com rigor de banca examinadora. Use esta skill SEMPRE que o usuário pedir para revisar, corrigir, analisar ou comentar um trabalho acadêmico, TCC, artigo, dissertação, monografia, relatório científico ou qualquer documento de escrita acadêmica. Também acione quando o usuário mencionar: "revisar meu TCC", "corrigir artigo", "feedback acadêmico", "análise do meu trabalho", "comentar PDF", "revisar escrita", "normas ABNT", ou pedir avaliação de estrutura, coerência, referências, metodologia ou linguagem formal. Realiza verificação ativa das fontes citadas via busca na web, detecta afirmações sem suporte bibliográfico, identifica inconsistências metodológicas e gera um PDF anotado com comentários técnicos detalhados e um relatório com nível de rigor de parecerista de periódico científico.
Apply fiduciary duty standards across the investment advisory landscape, including IA Act Section 206, ERISA, DOL rules, and CFA Institute standards. Use when the user asks whether a fiduciary standard applies, how fiduciary duty differs from Reg BI or suitability, what the duty of care and duty of loyalty require, ERISA Section 404 prudent expert obligations, PTE 2020-02 rollover exemptions, or state-level fiduciary developments. Also trigger when users mention 'are we a fiduciary here', 'best interest vs suitability', 'dual registrant hat switching', 'retirement plan adviser obligations', 'DOL fiduciary rule', or ask what standard of care applies to a recommendation.
Guide identification, measurement, and management of operational risk in trading and brokerage operations. Use when designing trade error detection and correction procedures, investigating trade breaks and reconciliation failures, classifying loss events under Basel taxonomy, developing key risk indicators (KRIs) and dashboards, responding to system outages or data feed failures or order routing errors, conducting root cause analysis after a trade error or settlement fail, planning business continuity and disaster recovery for trading desks, preparing for FINRA or SEC operational risk examinations, or assessing technology risk in OMS and market data systems. Also covers fat-finger errors, error account P&L, and corrective action tracking.
Design and operate data quality programs for financial data — golden source architecture, validation rules, data lineage, exception management, profiling, and governance. Use when building validation rules for pricing or client data pipelines, designing a data quality monitoring framework, establishing golden source designations across systems, implementing data lineage for BCBS 239 or MiFID II, investigating reconciliation breaks or billing errors traced to bad data, preparing for regulatory exams on data accuracy, building data quality scorecards, or defining data stewardship roles. Trigger on: data quality, golden source, data lineage, data validation, data profiling, exception management, data governance, BCBS 239, data completeness, data accuracy, validation rules, data anomaly, data stewardship, data quality scorecard.
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.