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Found 41 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'.
Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitability, product-specific concerns for complex products, leveraged ETFs, variable annuities, or alternatives, household-level suitability, hold recommendations, or the institutional suitability exemption. Also trigger when users mention 'is this investment suitable', 'turnover ratio is too high', 'cost-to-equity ratio', 'churning metrics', 'suitability questionnaire design', 'complex product due diligence', 'customer refused to provide their risk tolerance', or ask whether a recommendation fits a customer's profile.
Use this skill whenever the user wants to work with survey data using the `survy` Python library. Triggers include: loading or reading survey CSV/Excel/JSON/SPSS files, handling multiselect (multi-choice) questions, computing frequency tables or crosstabs, exporting survey data to SPSS (.sav) or other formats, updating variable labels or value indices, transforming survey data between wide/compact formats, filtering respondents, replacing values, adding/dropping/sorting variables, or any task involving survy's API (read_csv, read_excel, read_json, read_polars, read_spss, crosstab, survey["Q1"], to_spss, to_csv, to_excel, to_json, etc.). Also trigger when the user says things like "analyze my survey", "process questionnaire data", "build a survey analysis script", or "help me with survy". Always read this skill before writing any survy code — it contains the correct API, patterns, and gotchas.
Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.
Turn decisions you cannot fully answer into questionnaires for others to fill out.
Analyze and optimize user prompts for clarity, specificity, and completeness using interactive questionnaires or direct analysis. Use this skill when user requests are vague, ambiguous, incomplete, or lack necessary details. Supports two modes - Interactive Mode (uses AskUserQuestion tool for guided clarification) and Direct Analysis Mode (provides optimization suggestions). Triggers on prompts containing vague language like "something", "thing", "stuff", "it", or when requests lack context, technical specifications, success criteria, or examples. When user requests interactive/questionnaire mode, use AskUserQuestion to guide them through structured questions. Helps transform unclear requests into well-structured, actionable prompts.
Pre-consultation diagnostic questionnaire for clients building websites with AI tools (Claude, Codex, Cursor, Bolt, v0, etc.) who have concerns about quality, design, or maintainability. Collects structured answers about their project, tools, pain points, and goals, then generates a consultation brief. Use when preparing for a website review consultation, when a client asks for a site audit, or when someone says their AI-built site has problems. Supports Russian and English — asks the client to choose language first.
Set up CI/CD workflows via interactive questionnaire — unit tests, build, coverage, linting, deploy, and custom actions
Entry skill for Jetson / IGX BSP customization. Asks one core click-to-select setup questionnaire and passes prefilled answers to downstream setup skills.
Expert SOC 2 compliance assistant covering all five Trust Services Criteria (Security/CC, Availability/A, Confidentiality/C, Processing Integrity/PI, Privacy/P). Use this skill whenever a user mentions SOC 2, Trust Services Criteria, SOC 2 Type 1 or Type 2, audit readiness, compliance gaps, control documentation, evidence collection, vendor risk questionnaires, or anything related to AICPA service organization controls. Trigger even for adjacent topics like "we need to get audited", "a customer asked for our security report", "writing an information security policy", or "preparing for an audit". Covers gap analysis, policy writing, control documentation, audit evidence preparation, and vendor risk reviews for organizations at any maturity level — from first-time startups to seasoned compliance teams.
Evaluate a repo agent harness (AGENTS.md, rules, skills, skill refs) for broken paths/commands, redundant instructions, and usefulness using a stack-agnostic dual-judge protocol with planted traps. HIGH PRIORITY questionnaires at top: Q1 optional docs, Q2 B/C budget before Track A (certainty/tokens). A always runs after Q2; B/C opt-in. ADRs/RFCs excluded from T2. Mixed apply uses 11-mixed-apply.md (KEEP/CUT). Use when the user says harness eval, harness-eval, harness debug, audit AGENTS.md, audit skills/rules, instruction audit, redundancy of agent instructions, usefulness of skills, Ship/Review/Hold/Slim/Keep-core for harness, or wants Track A/B/C harness evaluation. Do NOT use for harness setup or init, feature spec-driven work (tlc-spec-driven), or applying Ship/Slim trims unless the user explicitly asks after the report.
Blueprint job, program, or membership application forms with clear field architecture, calibrated answer spaces, and professional fillable layout intent—not a resume paste or generic questionnaire dump. Use when the user asks for an application form, printable application, enrollment form, or structured apply document (including role-specific or attachment-backed applications). Create application forms with AI-native design and the highest aesthetic standards, powered by the K2F format and engine. Purpose-built for AI agents, K2F lets them focus on semantic content and design intent while automatically handling layout, typography, and formatting complexity.