Anthropic

Guidance for distinctive, intentional visual design when building new UI or reshaping an existing one. Helps with aesthetic direction, typography, and making choices that don't read as templated defaults.

Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better triggering accuracy.

Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx or .dotx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.

Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating new PDFs, filling PDF forms, encrypting/decrypting PDFs, extracting images, and OCR on scanned PDFs to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.

Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like "the xlsx in my downloads") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.

Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates (.potx), layouts, speaker notes, or comments. Trigger whenever the user mentions "deck," "slides," "presentation," or references a .pptx or .potx filename, regardless of what they plan to do with the content afterward. If a .pptx or .potx file needs to be opened, created, or touched, use this skill.

Guide users through a structured workflow for co-authoring documentation. Use when user wants to write documentation, proposals, technical specs, decision docs, or similar structured content. This workflow helps users efficiently transfer context, refine content through iteration, and verify the doc works for readers. Trigger when user mentions writing docs, creating proposals, drafting specs, or similar documentation tasks.

Applies Anthropic's official brand colors and typography to any sort of artifact that may benefit from having Anthropic's look-and-feel. Use it when brand colors or style guidelines, visual formatting, or company design standards apply.

Knowledge and utilities for creating animated GIFs optimized for Slack. Provides constraints, validation tools, and animation concepts. Use when users request animated GIFs for Slack like "make me a GIF of X doing Y for Slack."

Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.

Toolkit for interacting with and testing local web applications using Playwright. Supports verifying frontend functionality, debugging UI behavior, capturing browser screenshots, and viewing browser logs.

Suite of tools for creating elaborate, multi-component claude.ai HTML artifacts using modern frontend web technologies (React, Tailwind CSS, shadcn/ui). Use for complex artifacts requiring state management, routing, or shadcn/ui components - not for simple single-file HTML/JSX artifacts.

Toolkit for styling artifacts with a theme. These artifacts can be slides, docs, reportings, HTML landing pages, etc. There are 10 pre-set themes with colors/fonts that you can apply to any artifact that has been creating, or can generate a new theme on-the-fly.

Creating algorithmic art using p5.js with seeded randomness and interactive parameter exploration. Use this when users request creating art using code, generative art, algorithmic art, flow fields, or particle systems. Create original algorithmic art rather than copying existing artists' work to avoid copyright violations.

Audit an Anthropic Cookbook notebook based on a rubric. Use whenever a notebook review or audit is requested.

Upload and onboard multiple on-chain wallets or exchange accounts into Tres Finance. Use this skill whenever the user wants to add wallets, onboard wallets, import wallets, upload wallet addresses, ingest wallets, or connect exchanges into Tres — whether from a file (CSV/Excel) or by typing them manually. This skill guides Claude through the full flow: wallet type selection → input collection → validation → preview with editable HTML table → exchange credential collection (if exchange) → user confirmation → batch creation via the TRES MCP API. Always trigger this skill for wallet onboarding, wallet data ingestion, or any request to "add wallets to Tres".

The exact column header names required by the TRES Finance bulk transaction CSV upload. Use whenever building, fixing, or validating the header row of a TRES manual transaction or sub-transaction upload CSV — especially after an upload fails with "Missing required column(s): ...". Trigger phrases include: 'fix my CSV headers', 'bulk transaction upload failed', 'missing required columns', 'validate TRES upload CSV', 'transaction CSV template headers'. This skill is ONLY about the header naming convention; it does not cover row values or upload workflow. Do NOT trigger for contacts import CSV (use tres-import-contacts), wallet upload CSV (use tres-wallets-upload), or general CSV parsing unrelated to bulk TX upload headers.

Analyze a blockchain transaction by its hash using TRES Finance MCP and generate a visual flow diagram showing all asset movements, followed by a plain-language explanation of what happened. Use this skill whenever the user provides a transaction hash and asks to "analyze", "explain", "visualize", "diagram", "show me what happened in", or "tell the story of" a transaction. Also trigger when the user pastes a tx hash (long hex string starting with 0x) and asks anything about it. Always use this skill for transaction hash analysis — do not attempt to answer from memory alone.

Manage Organization Settings and Platform Settings via the TRES MCP GraphQL API. Use when users ask about org settings, platform settings, configuration, feature flags, enable/disable platforms, balance diff, commit strategy, cost basis, ERP, pricing, sync boundaries, or any setting read/write operation. Trigger phrases include "get settings", "show settings", "update settings", "change settings", "enable platform", "disable platform", "balance diff", "commit strategy", "cost basis strategy", "set min sync date", "configure", "turn on", "turn off".

Analyze an organization's sub-transaction patterns in TRES Finance, identify groups of repetitive transactions, and propose data-driven rollup rules that consolidate them into one aggregated entry per interval (daily or monthly) for cleaner ERP integration. Also lists and deletes rollup rules. Trigger this skill whenever the user asks about rollup rules, transaction aggregation, consolidating transactions, reducing transaction noise, rolling up gas fees, rolling up staking rewards, rolling up micro-transactions, or collapsing many small ledger entries into fewer summary entries. Also trigger on "create a rollup rule", "suggest rollup rules", "what should I roll up", "show my rollup rules", "delete a rollup rule", "aggregate transactions", "too many transactions", "reduce transaction count", "roll up fees", "daily rollup", "monthly rollup". If a wallet has too many transactions, high-frequency activity, or noisy ledger entries, proactively suggest rollup rules. For computing the EXACT impact of a single already-specified rule or reviewing submitted/pending rules, use the tres-rollup-review skill instead.

Compute the EXACT sub-transaction impact of a rollup rule in TRES Finance — every filter applied — and flag genuine problems (zero matches, overlap, config mistakes) before the rule is created. Two modes. Mode A: a pre-create quality gate invoked by the tres-rollup-rules skill to vet proposed candidate rules. Mode B: standalone review of a rule someone submitted or of existing PENDING rules. Trigger this skill when the user says "review this rollup rule", "what would this rollup rule actually match", "preview the rollup impact", "how many transactions would this rule catch", "is this rollup rule valid", "validate my rollup rule", "check my pending rollup rules", or "review the rollup requests". Do NOT use this to design or propose new rollups — that is tres-rollup-rules. This skill only measures impact and flags issues; it never executes mutations.

Submit feedback about the TRES Claude plugin — bug reports, feature requests, skill improvements, new skill ideas, MCP issues, workflow friction, or positive feedback about what's working well. Use this skill whenever the user wants to share any kind of feedback about the plugin, its skills, or the TRES MCP. Trigger phrases include: "submit feedback", "report a bug", "request a feature", "suggest an improvement", "I have an idea", "something is broken", "the skill isn't working", "I love this skill", "this worked great", "the MCP is returning wrong data", "the flow is confusing", "can you fix the skill", "file a skill request", "give feedback", "this could be better". Also trigger proactively when the conversation appears to be wrapping up — e.g. the user says "thanks", "that's all", "looks good", "we're done", "nothing else", or any other signal that the task is complete. In that case, offer a brief feedback prompt instead of launching the full guided flow. Do NOT trigger for general questions about how a skill works — only when the user wants to submit feedback or the conversation is ending.

Create (generate) any TRES Finance report end-to-end via the tres-mcp MCP server and GraphQL — trigger the export, verify a report row was actually created (guarding against silent failures), poll until done, and return the download link. Trigger this skill on ANY report creation request, including phrases like "create a report", "generate a report", "export", "run a report", "I need a Transaction Ledger / Balances / Reconciliation / Cost Basis / Roll Forward / Staking / Audit report", "pull the data for", "download a report for", "give me a CSV/XLSX of", or whenever the user wants TRES to produce a report file. Use together with tres-report-advisor when the user is unsure which report they need.

Analyze any TRES Finance report XLSX and produce an automatic findings summary. Trigger this skill whenever a user uploads a .xlsx file that came from TRES Finance and asks to "analyze", "summarize", "review", "check", "audit", "look at", "what does this show", "any issues", "anything interesting", or "walk me through" the report. Also trigger when the user uploads an Excel file and mentions TRES, reconciliation, balances, transactions, cost basis, roll forward, or ERP sync. The skill identifies the report type from the file structure, runs targeted analysis based on report-specific logic, and produces a clear findings summary highlighting anomalies, key metrics, and action items.

Recommend the right TRES Finance report for any user question. Trigger this skill whenever a user asks which report to use, what report contains certain data, how to get specific information out of TRES, or compares two reports. Also trigger when the user describes a goal (e.g. "month-end close", "auditor needs proof", "tax filing", "reconciliation") without naming a specific report. Trigger phrases include "which report", "what report", "how do I export", "where can I find", "I need a report for", "what's the difference between", "best report for", "auditor asked for", or any question about getting data out of TRES Finance.

Query, display, and resolve reconciliation gaps from the TRES Finance MCP connector. Trigger this skill ONLY when the user explicitly requests to view or close reconciliation gaps — for example: "show me the reconciliation gaps", "close the recon gaps", "view gaps for today", "plug the reconciliation gaps for ETH", "fix the gaps for USDC and BTC". Do NOT trigger for general balance queries, transaction history, or ledger browsing. Covers the full workflow: confirming the target date, optionally filtering by asset, fetching gap data, enriching with fiat and on-chain balances, rendering an HTML dashboard where each gap row has copy-prompt buttons (Plug / Auto-fill) — clicking copies a ready-to-paste Claude prompt for that gap. The user pastes it in the chat and Claude executes the action. Ends with a data collect once the user is done.

End-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard a new entity, customer, or account — e.g. "onboard a new entity", "onboard new customer", "start onboarding for [name]", "set up a new account in TRES", "run the full onboarding flow", "I need to onboard [company name]", "new entity onboarding". Do NOT trigger for individual tasks — those have their own dedicated skills. If the user asks to "add wallets" without mentioning onboarding, use tres-wallets-upload. "Validate balances" alone is tres-asset-balance-validation. "Run a commit" alone is tres-data-collection-commit. Only trigger when the user wants the full pipeline.

Build a TRES Finance dashboard ledger URL (Transactions tab) with a precise filter set — date range, wallets, assets, tags, status, amount, and more — so it can be shared with a customer or reused. Use whenever the user asks for a "ledger link", "dashboard link", "filter URL", or "send <customer> a link to <some filtered view>". Scoped to the Transactions tab only (not Accounting, Roll Forward, Pivot Tables, Cost Basis, or Trial Balances).

Match TRES ledger transactions to ERP invoices/bills (AP/AR) and optionally sync them to the connected ERP (Xero, QuickBooks Online, NetSuite). Trigger this skill whenever the user wants to match, link, close, reconcile, or sync an invoice or bill against a blockchain transaction — even if they don't say "skill" or use those exact words. Trigger phrases include: "match this invoice to a transaction", "match a bill to tx", "close invoice INV-123", "close bill 9988", "link this tx to a bill", "pay this invoice from this transaction", "set up this tx as AP", "set up this tx as AR", "sync this transaction as AP/AR", "match AP/AR", "find the invoice/bill for this hash", "what bill does this tx pay". Trigger ONLY for explicit AP/AR matching/closing intent — do NOT trigger for general transaction explanations (use tres-tx-story), for ingesting an explorer link into the ledger (use tres-explorer-tx-to-ledger), or for ERP connection setup itself (use tres-settings-management).

Import contacts (address book entries) into TRES Finance from a CSV or XLSX file. Use this skill whenever the user wants to import, upload, or bulk-add contacts, address labels, or address book entries into TRES — whether from a file they filled in after using the export-3rd-party-contacts skill, or from any CSV/XLSX that maps addresses to names. Trigger phrases include: 'import contacts', 'upload contacts', 'add contacts from file', 'import address book', 'load contacts into TRES', 'bulk label addresses', 'import the contacts file', 'upload the filled contacts sheet'. Also trigger when the user says something like 'I filled in the contacts file, now import it' or 'here is my contacts spreadsheet, please upload it to TRES'. Do NOT trigger for exporting or extracting unidentified addresses — that's the export-3rd-party-contacts skill. Do NOT trigger for viewing or searching the existing address book.

Extract all 3rd-party (non-owned) addresses from a TRES Finance environment and export them as an XLSX workbook to help users build their contacts list. Use this skill whenever the user wants to export, list, or identify 3rd-party addresses, counterparties, or external addresses from their transactions — even if they don't say 'contacts'. Also trigger when the user asks to prepare a contacts import file, find unknown addresses, or build an address book from transaction history. Do NOT trigger for viewing existing contacts or searching the address book — only for extracting NEW 3rd-party addresses from transaction data.

Add a blockchain explorer transaction to the TRES Finance ledger. Use when the user provides a blockchain explorer URL (Etherscan, Polygonscan, Arbiscan, Basescan, Snowtrace, BscScan, etc.) or a raw transaction hash and wants to record it in the platform ledger. Trigger phrases include "add this transaction", "import tx from etherscan", "record this on-chain tx", "add to ledger".

Guide users through creating ERP accounting rules for crypto organizations on the Tres Finance platform. Maps every transaction type to the correct chart of accounts entries using a layered rule engine. Trigger: user asks to create, review, or fix ERP rules / accounting mappings for an organization.

Trigger on-chain data collection (a "Commit") in Tres Finance for wallets that have already been onboarded. Use this skill whenever the user wants to collect data, pull balances, sync wallets, refresh on-chain data, run a commit, trigger a commit, or "collect" anything in Tres. This is the second step of the Tres onboarding flow — it sits between wallet upload (tres-wallets-upload) and balance validation (tres-asset-balance-validation). Always trigger this skill for any request that mentions "commit", "collect", "data collection", "pull data", "fetch on-chain data", "sync wallets", "refresh balances", or anytime the user just finished uploading wallets and is ready to bring in their on-chain data.

Manage cost basis calculation in TRES Finance: check status, view/change strategy (FIFO, LIFO, AVG, MAX_GAINS, MAX_LOSSES, FIFO_IMPAIRMENT), trigger recalculation, review financial issues, manage reevaluations/impairments, set bulk fiat prices, configure spec-ID lot disposal rules, view per-asset cost basis results, and export cost basis reports. Trigger this skill whenever the user asks about cost basis, gains/losses, realized gains, unrealized gains, COGS, inventory lots, tax lots, cost basis strategy, reevaluation, impairment, fiat value override, spec-ID rules, financial issues (negative balance, missing fiat), or anything related to how their crypto assets are costed. Also trigger when the user says "calculate cost basis", "what is my cost basis strategy", "show me financial issues", "create a reevaluation", "run cost basis", "change strategy to LIFO", or similar.

Validate wallet balances in TRES Finance against DeBank and generate a discrepancy report. Use this skill whenever the user asks to validate, verify, cross-check, or audit their TRES balances against on-chain data or DeBank. Also trigger when the user asks if their balances are correct or wants to see discrepancies. Only EVM-compatible wallets are supported.

Reprice swap transaction legs under ASC 845 (Nonmonetary Transactions) to ensure clearing accounts net to zero. Use this skill whenever the user wants to: reprice swaps, fix clearing account residuals, apply equal-value exchange to swap legs, run setBatchUseCounterpartyFiatValue, zero out a clearing account, apply ASC 845, fix swap pricing mismatches, ensure no gain/loss on swaps, or close a month where a swaps/trade clearing account has a residual balance. Also trigger when the user mentions "counterparty fiat value", "swap repricing", "clearing account net to zero", or "equal value exchange".

Use when the user wants to browse, inspect, create, or update exploratory testing sessions in TestDino — by state, status, session type, assignee, release, or tags. Covers list_sessions, get_session, create_session, and update_session. Accepts counter-style IDs like SES-12.

Use when the user wants to inspect automated test runs, list failed or flaky tests, debug a failing testcase with historical context, or filter runs by branch, commit, author, environment, browser, status, or tags. Includes list_testruns, get_run_details, list_testcase, get_testcase_details, and debug_testcase.

Use when the user wants to browse, inspect, create, or update releases/milestones in a TestDino project. Covers list_releases, get_release, create_release, and update_release. Accepts counter-style IDs like MS-12.

Use when the user wants to create, update, or browse manual QA test cases and suites in TestDino — not execution runs. Covers list_manual_test_suites, list_manual_test_cases, get_manual_test_case, create_manual_test_case, update_manual_test_case, create_manual_test_suite.

Use when the user wants to manage a manual execution run or update case-level results inside a run — listing runs, creating runs for a release, inspecting a run, assigning cases, or marking case results (passed/failed/blocked/skipped/retest/untested). Accepts counter-style IDs like RUN-12 and TC-156.

Use when the user wants to check TestDino connection status, validate their PAT, discover available organizations and projects, or find the right projectId. Always call this first when the project context is ambiguous before any other TestDino tool.

Use only when the user explicitly asks for a TestDino audit of Playwright automated test code. Routes through the audit tools the TestDino MCP server exposes (get_audit_report + submit_audit_report, or the legacy test_audit). For generic code review or non-Playwright targets, do a normal review instead.

Use the `quickdesign` CLI to generate AI media — UGC promo videos, image edits, product creatives, video upscales — through Seedance, Kling, Sora2, Nano Banana, and GPT Image. Invoke this skill whenever the user asks for a talking-avatar video, multi-segment ad / promo / explainer, image edit (object swap, angle change, state change), product photoshoot, or video upscale via QuickDesign.

Explain a topic like I'm a 5 year old. Use when the user types /eli5 <topic> or asks for a dead-simple picture explainer of how something works.

Assign CPT and HCPCS Level II procedure codes from clinical documentation the way a professional coder builds the claim. Use when users say "code this encounter for procedures", "what CPT codes apply", "assign HCPCS codes", "code this op note", or when turning visit notes or operative reports into claim-ready procedure codes.

Automate payer review of prior authorization (PA) requests. This skill should be used when users say "Review this PA request", "Process prior authorization for [procedure]", "Assess medical necessity", "Generate PA decision", or when processing clinical documentation for coverage policy validation and authorization decisions.

Extract billable ICD-10-CM diagnosis codes from a clinical note the way a professional coder builds the claim. Use when users say "code this encounter", "assign ICD-10 codes", "what diagnosis codes apply", "code this chart", or when turning clinical documentation into claim-ready diagnosis codes.

Screen a Medicare/Medicaid claims corpus for fraud, waste, and abuse and produce ranked, fully-cited investigation referrals for an SIU / program-integrity team. Use when asked to run a fraud sweep, screen claims for FWA, find billing anomalies, or generate investigation referrals over a claims dataset.

FHIR API development guide for building healthcare endpoints. Use when: (1) Creating FHIR REST endpoints (Patient, Observation, Encounter, Condition, MedicationRequest), (2) Validating FHIR resources and returning proper HTTP status codes and error responses, (3) Implementing SMART on FHIR authorization and OAuth scopes, (4) Working with Bundles, transactions, batch operations, or search pagination. Covers FHIR R4 resource structures, required fields, value sets (status codes, gender, intent), coding systems (LOINC, SNOMED, RxNorm, ICD-10), and OperationOutcome error handling.

Connect to a hospital's FHIR R4 server (Epic, Oracle Health/Cerner, MEDITECH, athenahealth, or any SMART-on-FHIR endpoint), pull a patient's clinical data and notes, and extract structured findings. Use when users say "connect to the EHR", "connect to Epic/Cerner", "pull notes for patient X", "what do the last 6 months of notes say about Y", or any task that starts from a live EHR rather than pasted text.

Extract plain text from a document file - PDF, DOCX, XLSX, PPTX, RTF, or plain text/markdown/HTML. Use when a binary document needs to be turned into text, for example a contract PDF or an EHR DocumentReference attachment. Other skills (fhir) invoke scripts/extract.ts directly; the contracts MCP server bundles its own copy (servers/documents/src/extract.mjs) so its bundle stays self-contained — port fixes to both.

Answer a question across a corpus of contract documents with verified citations. Use when the user asks what a contract says, which contracts have a clause, what changed between amendments, or any question that needs reading and citing across a set of contract files. The corpus must be on the local filesystem (see README).

Generate clinical trial protocols for medical devices or drugs. This skill should be used when users say "Create a clinical trial protocol", "Generate protocol for [device/drug]", "Help me design a clinical study", "Research similar trials for [intervention]", or when developing FDA submission documentation for investigational products.

Extract structured data from clinical notes with span-level provenance and null-safety. Use when users say "extract [variables] from this note", "abstract this chart", "pull structured data from these notes", "what does this note say about [field]", or when building a chart-abstraction, registry, or cohort dataset from unstructured clinical text.

Static source-code vulnerability scan. Reads a target directory (and THREAT_MODEL.md if present), spawns parallel review subagents per focus area, and writes VULN-FINDINGS.json + .md for /triage to consume. Read-only — no building, running, or network. For execution-verified crashes, use vuln-pipeline instead. Use when asked to "scan for vulns", "review this code for security issues", "find bugs in <dir>", or as the step between /threat-model and /triage.

Verify harness changes end-to-end without docker — drive the real pinned CLI against a header-capturing stub server with the exact env resolve_auth_env() produces.

Triage a batch of raw security findings. Verify each is real, collapse duplicates, re-rank by derived exploitability, and tag with an owner. Takes a directory or file of scanner output and writes TRIAGE.json + TRIAGE.md sorted by what actually needs engineering attention. Use when asked to "triage findings", "validate scanner output", "prioritize vulns", or "review the backlog". Runs interactively by default; pass --auto to skip the interview.

Build a threat model for a target codebase. Three modes: "interview" walks an application owner through the four-question framework and produces a threat model from their answers; "bootstrap" derives a threat model from the code plus past vulnerabilities (CVEs, git history, pentest reports) when no owner is available; "bootstrap-then-interview" chains the two when both owner and codebase are present. All write THREAT_MODEL.md in a shared schema. Use when asked to "threat model", "build a threat model", "map the attack surface", or "what should we be worried about in this codebase".

The front door for this repo. With no argument: a 30-second intro, then an offer to walk you through your first run on the canary target. With a question: answers it from this repo's own docs and source, cites where it looked, and hands you the next command. Use for "how do I…", "why does…", "where is…", "can this…", or just "/quickstart" to get oriented.

Generate candidate fixes for verified security findings. Consumes TRIAGE.json (preferred), VULN-FINDINGS.json, INCIDENTS.json, or a vuln-pipeline results directory. Pipeline input is delegated to the execution-verified `vuln-pipeline patch` ladder; static-analysis input gets a per-finding patch subagent + independent reviewer and is written as inert diffs for human review. Writes PATCHES/bug_NN/{patch.diff,patch_result.json}, PATCHES.md, and PATCHES.json. Use when asked to "fix the findings", "patch these vulns", "generate fixes", or "close the loop on triage".

Incident response workup for a lead in hand — an alert, an IOC, or a /dnr-hunt finding. Scopes the lead across the logs, verdicts whether the attack succeeded, quantifies blast radius, confirms root cause in source with a local PoC, and writes a proposed (never executed) containment/remediation/recovery plan. Use when asked to "respond to this alert", "work this incident", "how bad is this", or "run dnr-respond". /dnr-hunt is the no-alert entry to the same track.

Proactive threat hunt over web/application logs — no alert in hand. Profiles the corpus, runs a hypothesis-driven hunt loop with a mandatory written ledger, confirms suspects in source, detonates a local PoC, and writes INCIDENTS.json + INCIDENT_REPORT.md. Use when asked to "hunt the logs", "find the campaign", "look for signs of compromise", or "run dnr-hunt". The no-alert entry to the detection & response track; /dnr-respond is the lead-in-hand entry.

Adapt this C/C++ ASAN vulnerability pipeline to a different vulnerability class, target shape, language, or detection mechanism. Use when the user wants to port, migrate, retarget, customize, or fork the pipeline for something other than C/C++ memory-safety bugs — web apps, smart contracts, deserialization, ML systems, or any other domain.

This skill should be used when the user asks to "create a hookify rule", "write a hook rule", "configure hookify", "add a hookify rule", or needs guidance on hookify rule syntax and patterns.

This skill should be used when the user wants to "create a skill", "add a skill to plugin", "write a new skill", "improve skill description", "organize skill content", or needs guidance on skill structure, progressive disclosure, or skill development best practices for Claude Code plugins.

This skill should be used when the user asks to "create a plugin", "scaffold a plugin", "understand plugin structure", "organize plugin components", "set up plugin.json", "use ${CLAUDE_PLUGIN_ROOT}", "add commands/agents/skills/hooks", "configure auto-discovery", or needs guidance on plugin directory layout, manifest configuration, component organization, file naming conventions, or Claude Code plugin architecture best practices.

This skill should be used when the user asks about "plugin settings", "store plugin configuration", "user-configurable plugin", ".local.md files", "plugin state files", "read YAML frontmatter", "per-project plugin settings", or wants to make plugin behavior configurable. Documents the .claude/plugin-name.local.md pattern for storing plugin-specific configuration with YAML frontmatter and markdown content.

This skill should be used when the user asks to "add MCP server", "integrate MCP", "configure MCP in plugin", "use .mcp.json", "set up Model Context Protocol", "connect external service", mentions "${CLAUDE_PLUGIN_ROOT} with MCP", or discusses MCP server types (SSE, stdio, HTTP, WebSocket). Provides comprehensive guidance for integrating Model Context Protocol servers into Claude Code plugins for external tool and service integration.

This skill should be used when the user asks to "create a hook", "add a PreToolUse/PostToolUse/Stop hook", "validate tool use", "implement prompt-based hooks", "use ${CLAUDE_PLUGIN_ROOT}", "set up event-driven automation", "block dangerous commands", or mentions hook events (PreToolUse, PostToolUse, Stop, SubagentStop, SessionStart, SessionEnd, UserPromptSubmit, PreCompact, Notification). Provides comprehensive guidance for creating and implementing Claude Code plugin hooks with focus on advanced prompt-based hooks API.

Guidance for distinctive, intentional visual design when building new UI or reshaping an existing one. Helps with aesthetic direction, typography, and making choices that don't read as templated defaults.

This skill should be used when the user asks to "create a slash command", "add a command", "write a custom command", "define command arguments", "use command frontmatter", "organize commands", "create command with file references", "interactive command", "use AskUserQuestion in command", or needs guidance on slash command structure, YAML frontmatter fields, dynamic arguments, bash execution in commands, user interaction patterns, or command development best practices for Claude Code.

Migrate prompts and code from Claude Sonnet 4.0, Sonnet 4.5, or Opus 4.1 to Opus 4.5. Use when the user wants to update their codebase, prompts, or API calls to use Opus 4.5. Handles model string updates and prompt adjustments for known Opus 4.5 behavioral differences. Does NOT migrate Haiku 4.5.

This skill should be used when the user asks to "create an agent", "add an agent", "write a subagent", "agent frontmatter", "when to use description", "agent examples", "agent tools", "agent colors", "autonomous agent", or needs guidance on agent structure, system prompts, triggering conditions, or agent development best practices for Claude Code plugins.

After you give a substantive answer or draft that the user may act on — advice or recommendations, drafted artifacts such as goals, plans, pitches, proposals, or emails, estimates or projections, analysis or interpretation of data, factual claims they may rely on, or a multi-step argument — invoke this skill BEFORE finalizing your reply and then, if it applies, append 2-3 short follow-up questions, each tied to something specific in what you just produced, that help the user check key facts, probe the reasoning or assumptions, and notice missing context. Do this at most once per conversation. Skip it when the user asked a trivial how-to or simple lookup, wants a purely educational explanation, asked you only to format, convert, or assemble a file from content they provided, is writing code they will run, is doing creative writing or casual chat, or already asked you to double-check, cite, or review — the skill file explains these boundaries and the exact output format.

Stop and check this skill before finishing any reply to a question about how to use Claude or a Claude product — it recommends matching courses, tutorials, and use cases from Claude Academy (academy.claude.com), Anthropic's learning hub. Trigger on: "how do I", "how can I", "getting started with", "what can Claude do", "teach me", "learn to use"; questions about artifacts, projects, skills, plugins, connectors, MCP; requests about rolling Claude out to a team, class, or organization; and any ask for training materials, onboarding content, or learning resources. Use it when the user is learning how to use a feature or product — not when they are mid-task and just want the task done. This skill composes with other skills: after consulting product documentation to answer how a Claude feature works, also check here for a matching course or tutorial — a docs-grounded answer and an Academy recommendation belong together. Only recommend on a strong match; never invent Academy content.

This skill should be used when the user asks to "create a hookify rule", "write a hook rule", "configure hookify", "add a hookify rule", or needs guidance on hookify rule syntax and patterns.

This skill should be used when the user wants to "create a skill", "add a skill to plugin", "write a new skill", "improve skill description", "organize skill content", or needs guidance on skill structure, progressive disclosure, or skill development best practices for Claude Code plugins.

Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better triggering accuracy.

Generate an explorable HTML report of Claude Code session usage (tokens, cache, subagents, skills, expensive prompts) from ~/.claude/projects transcripts.

Generate a personal Claude Code usage & impact report ("receipts") from this machine's local session transcripts — for justifying Claude Code usage/spend to a manager, self-review, or "what have I been using this for" check-ins. Mines ~/.claude/projects locally (no extra API calls beyond one final write-up), cross-references local git history, and writes a markdown report plus a self-contained HTML receipt to your home directory. Use when the user asks for "receipts", an "impact report", "usage report", wants to "show my Claude Code activity", "prove the value of Claude Code", or runs `/receipts`.

Generate and publish a project status artifact — an opinionated, tabbed status page for a project too big for one update (overview & success criteria, the workstream sequence, next steps, plus background, plan, risks & open questions, and decisions/FAQ when they earn a tab) — published with the built-in Artifact tool to a default-private claude.ai page the user can share with teammates. Use when a piece of work spans several workstreams and you want a shareable overview kept current. Each artifact is backed by a small per-project config in the plugin data dir, so refreshing it re-gathers live state, redeploys the same URL, and reports only the delta. For software projects whose workstreams are PRs, also read swe.md (the X.Y PR-numbering convention; pulling PR state with gh/git; a per-PR detail block). Needs the built-in Artifact tool (claude.ai login). Not for single-PR changes or public docs.

This skill should be used when the user asks to "create a plugin", "scaffold a plugin", "understand plugin structure", "organize plugin components", "set up plugin.json", "use ${CLAUDE_PLUGIN_ROOT}", "add commands/agents/skills/hooks", "configure auto-discovery", or needs guidance on plugin directory layout, manifest configuration, component organization, file naming conventions, or Claude Code plugin architecture best practices.

This skill should be used when the user asks about "plugin settings", "store plugin configuration", "user-configurable plugin", ".local.md files", "plugin state files", "read YAML frontmatter", "per-project plugin settings", or wants to make plugin behavior configurable. Documents the .claude/plugin-name.local.md pattern for storing plugin-specific configuration with YAML frontmatter and markdown content.

Creates interactive HTML playgrounds — self-contained single-file explorers that let users configure something visually through controls, see a live preview, and copy out a prompt. Use when the user asks to make a playground, explorer, or interactive tool for a topic.

This skill should be used when the user asks to "add MCP server", "integrate MCP", "configure MCP in plugin", "use .mcp.json", "set up Model Context Protocol", "connect external service", mentions "${CLAUDE_PLUGIN_ROOT} with MCP", or discusses MCP server types (SSE, stdio, HTTP, WebSocket). Provides comprehensive guidance for integrating Model Context Protocol servers into Claude Code plugins for external tool and service integration.

Solve competition math problems (IMO, Putnam, USAMO, AIME) with adversarial verification that catches the errors self-verification misses. Activates when asked to 'solve this IMO problem', 'prove this olympiad inequality', 'verify this competition proof', 'find a counterexample', 'is this proof correct', or for any problem with 'IMO', 'Putnam', 'USAMO', 'olympiad', or 'competition math' in it. Uses pure reasoning (no tools) — then a fresh-context adversarial verifier attacks the proof using specific failure patterns, not generic 'check logic'. Outputs calibrated confidence — will say 'no confident solution' rather than bluff. If LaTeX is available, produces a clean PDF after verification passes.

End-to-end onboarding for a freshly-plugged-in M5Stack ESP32 device (Cardputer, Cardputer-Adv, Core, CoreS3, Stick) — detect on USB, flash UIFlow 2.0 firmware, and install the Claude Buddy MicroPython app bundle. Use whenever the user plugs in or wants to flash/provision/reset an M5Stack or ESP32 board, or says "m5-onboard go".

This skill should be used when the user asks to "create a hook", "add a PreToolUse/PostToolUse/Stop hook", "validate tool use", "implement prompt-based hooks", "use ${CLAUDE_PLUGIN_ROOT}", "set up event-driven automation", "block dangerous commands", or mentions hook events (PreToolUse, PostToolUse, Stop, SubagentStop, SessionStart, SessionEnd, UserPromptSubmit, PreCompact, Notification). Provides comprehensive guidance for creating and implementing Claude Code plugin hooks with focus on advanced prompt-based hooks API.

Guidance for distinctive, intentional visual design when building new UI or reshaping an existing one. Helps with aesthetic direction, typography, and making choices that don't read as templated defaults.

Set up the Discord channel — save the bot token and review access policy. Use when the user pastes a Discord bot token, asks to configure Discord, asks "how do I set this up" or "who can reach me," or wants to check channel status.

This skill should be used when the user asks to "create a slash command", "add a command", "write a custom command", "define command arguments", "use command frontmatter", "organize commands", "create command with file references", "interactive command", "use AskUserQuestion in command", or needs guidance on slash command structure, YAML frontmatter fields, dynamic arguments, bash execution in commands, user interaction patterns, or command development best practices for Claude Code.

The Claude Security menu — pick a job: scan the codebase (the whole repository or a scoped part of it), scan changes (this branch's or a pull request's diff, or one commit), or suggest patches (findings turned into targeted patch files, each verified by a panel of agents, that you apply when you choose).

Audit and improve CLAUDE.md files in repositories. Use when user asks to check, audit, update, improve, or fix CLAUDE.md files. Scans for all CLAUDE.md files, evaluates quality against templates, outputs quality report, then makes targeted updates. Also use when the user mentions "CLAUDE.md maintenance" or "project memory optimization".

Analyze a codebase and recommend Claude Code automations (hooks, subagents, skills, plugins, MCP servers). Use when user asks for automation recommendations, wants to optimize their Claude Code setup, mentions improving Claude Code workflows, asks how to first set up Claude Code for a project, or wants to know what Claude Code features they should use.

Iterate on the Cardputer-Adv MicroPython app bundle (Claude Buddy, Snake, Hello) after the device is already provisioned via m5-onboard. Use when the user wants to add a new app, push a single changed .py without re-flashing, watch device serial logs, or run a one-shot REPL command. Trigger on "add an app", "push to the cardputer", "tail the device", "run on the device", or follow-up work after /maker-setup.

This skill should be used when the user wants to "package an MCP server", "bundle an MCP", "make an MCPB", "ship a local MCP server", "distribute a local MCP", discusses ".mcpb files", mentions bundling a Node or Python runtime with their MCP server, or needs an MCP server that interacts with the local filesystem, desktop apps, or OS and must be installable without the user having Node/Python set up.

This skill should be used when the user asks to "build an MCP server", "create an MCP", "make an MCP integration", "wrap an API for Claude", "expose tools to Claude", "make an MCP app", or discusses building something with the Model Context Protocol. It is the entry point for MCP server development — it interrogates the user about their use case, determines the right deployment model (remote HTTP, MCPB, local stdio), picks a tool-design pattern, and hands off to specialized skills.

This skill should be used when the user wants to build an "MCP app", add "interactive UI" or "widgets" to an MCP server, "render components in chat", build "MCP UI resources", make a tool that shows a "form", "picker", "dashboard" or "confirmation dialog" inline in the conversation, or mentions "apps SDK" in the context of MCP. Use AFTER the build-mcp-server skill has settled the deployment model, or when the user already knows they want UI widgets.

This skill should be used when the user asks to "create an agent", "add an agent", "write a subagent", "agent frontmatter", "when to use description", "agent examples", "agent tools", "agent colors", "autonomous agent", or needs guidance on agent structure, system prompts, triggering conditions, or agent development best practices for Claude Code plugins.

Manage Discord channel access — approve pairings, edit allowlists, set DM/group policy. Use when the user asks to pair, approve someone, check who's allowed, or change policy for the Discord channel.

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".

Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation curves, and identifying curve trade opportunities. Use when analyzing swap curves, computing swap spreads, decomposing real rates, identifying steepener/flattener/butterfly trades, or comparing swap rates across currencies.

Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.

Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".

Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.

Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".

Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".

Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.

Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".

Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.

Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data to assess implied vs realized volatility. Use when pricing options, analyzing volatility surfaces, computing Greeks, assessing vol premiums, or evaluating vol trading strategies.

Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.

Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".

Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and swap rates. Use when monitoring macro conditions, analyzing yield curve shape, decomposing real vs nominal rates, assessing policy rate expectations, or evaluating financial conditions.

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.

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.

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".

Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across asset classes.

Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility surface analysis, and historical price trends. Use when analyzing carry trades, comparing FX forward curves, assessing carry-to-vol ratios, or evaluating currency pair opportunities.

Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.

Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and running scenario analysis. Use when reviewing bond portfolios, computing portfolio duration and DV01, analyzing cashflow waterfalls, stress testing rate scenarios, or assessing portfolio composition.

Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.

Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".

PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".

Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".

Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models

Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.

Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".

Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".

Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".

Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".

Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.

Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness/cheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.

Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

Draft a unanimous written consent of the board or a committee in house format, with precedent search from the consents repository. Handles multi-resolution consents, director conflict flags, state-law notice requirements, and signatory tracking, with a built-in scope warning for major one-off actions. Use when user says "written consent", "unanimous consent", "board consent", "consent in lieu", "UWC", or describes an action needing board approval without a meeting.

Classify a proposed worker engagement — employee, IC, temp, or vendor — by running the applicable jurisdiction tests and flagging misclassification gaps between the intended arrangement and what the facts actually support. Prospective use only. Use when someone says "we want to bring on a contractor", "is this a vendor or a temp", "how should we classify this person", or describes a proposed working arrangement.

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".

Review vendor AI terms — agreement, addendum, or ToS AI provisions — against your governance positions; flag training-on-data, liability, model changes, and AI policy consistency. Use when user says "review this AI agreement", "check OpenAI terms", "what did we agree to with [vendor]", "vendor sent an AI addendum", "is this AI contract okay", or attaches vendor AI terms.

Reference: review of an inbound vendor agreement against the team playbook in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`. Flags deviations, assesses risk, generates specific redline language, and routes to the right approver. Loaded by /commercial-legal:review when a vendor MSA, services agreement, or similar is detected.

Quickly determine whether a processing activity needs a PIA, a mandatory GDPR DPIA, or can proceed — surfaces privacy policy conflicts and routes to the right next step. Use when the user asks "does this need a PIA", "triage this feature", "privacy check on X", "is this okay from a privacy perspective", or describes a new data processing activity, product feature, or vendor relationship.

Uninstall a community skill that was installed via the hub. Confirms before deleting files, refuses to touch first-party plugin skills, and logs every action. Use when the user wants to fully remove a community skill ("uninstall [skill]", "remove this skill") rather than just disable it.

Termination review — high-risk flag detection, severance + release, and final pay timing by jurisdiction. Jurisdiction-specific rules and release consideration periods are researched per review, not stored. Use when the user says "reviewing a termination", "can we fire this person", "term review", or describes a termination scenario.

Draft a DMCA takedown notice, triage one you received, or draft a §512(g) counter-notice. Use when asserting copyright through a §512(c)(3) takedown with the fair-use and perjury gates, when an incoming takedown needs triage into comply / counter / engage / ignore options, or when drafting a §512(g)(3) counter-notice with the consent-to-federal-jurisdiction gate.

Tabular review — one row per document, one column per data point, every cell cited to source. Built for M&A diligence ("review these 200 target contracts for change-of-control, assignment, and MAC clauses") but works for any batch review that needs a spreadsheet out the other end. Use when user says "tabular review", "review grid", "build a grid", "extract these fields from these contracts", "review these documents for X, Y, Z", "give me a spreadsheet of", "batch review", or points at a folder of documents and asks to compare them.

Professor's review queue — student output waits here for professor approval before going to clients or courts. Only active if "formal review queue" supervision style was chosen at setup; otherwise dormant. Use when the professor wants to see what's waiting for review, approve, edit-then-approve, or return an item.

Triage a subpoena served on the company — classify it, analyze scope/burden/privilege, cross-check the portfolio, and produce an objections framework, compliance plan, and deadline calendar. Use when the user says "we got a subpoena", "served with a subpoena", or shares a subpoena, CID, or third-party document request to evaluate.

Build or update a long-term bar prep (or exam prep) study plan — phases, subjects weighted by weakness, daily session schedule, adaptive to session history in study-plan.yaml. Use when the user says "build a study plan", "plan my bar prep", "schedule my studying", or "how should I study for [X]".

Case status summary by audience — client-facing (plain language), internal (for the professor), or court-ready (formal caption format per local rules). Same facts, different framing and depth. Use when a student needs to update the client, brief the professor, or prepare a court status report.

Translates a contract review into a summary the business stakeholder will actually read. Not a legal memo — a two-minute answer to "can I sign this and what do I need to know." Use when user says "summarize for the business", "write this up for [stakeholder]", "explain this to procurement", "non-legal summary", or when a review is done and needs to go to someone outside legal.

Socratic drilling — it asks, you answer, it pushes back. Does NOT give you the answer until you've earned it. Use when the user says "drill me on", "quiz me", "socratic", "test me on [subject]", or wants to study actively.

Evaluate a skill against the Legal Skill Design Framework — thirteen design parameters (including trust-surface, freshness, schema validation, and conflict detection), three legal failure modes, and a three-band verdict (Ready / Some Concern / Material Concerns). Use when deciding whether to trust a community skill before installing it, before deploying a first-party skill to your team, or whenever the user asks "should I trust this?" or "is this skill well-designed?". Runs automatically as part of /legal-builder-hub:skill-installer.

Reference: detailed uninstall, disable, and re-enable workflows for community skills installed via the legal builder hub. Safe by default — refuses to touch first-party plugin skills, confirms before removing files, and logs every action. Loaded by the /legal-builder-hub:uninstall and /legal-builder-hub:disable skills.

Install a community skill from a watched registry. Reads the allowlist first, fetches, shows the RAW SKILL.md (not just a summary), runs structural trust checks, runs skills-qa, and only writes files after explicit user approval. Use when the user says "install [skill]", picks install from browse, or provides a direct skill URL.

Run a focused N-question study session on a subject — MBE, essay, or flashcards. Tracks performance and updates the study plan. Use when the user says "run me 10 questions on [subject]", "do a session on [subject]", "let's do 5 cards on [subject]", or wants to drill a fixed number of questions and have the plan adapt.

End-of-semester case handoff memos — the mirror of /ramp. Produces per-case transition memos and a cohort summary so the departing cohort hands work to the incoming cohort cleanly. Reads deadlines, client-comms, and case history. Use when the professor or departing students need to wrap up the semester, build transition memos, or offboard a graduating/withdrawing student.

Reference: review of SaaS subscription agreements with attention to the terms that matter most in subscription deals — auto-renewal mechanics, price escalation, data portability, uptime SLAs, and subprocessor rights. Loaded by /commercial-legal:review when a SaaS or subscription agreement is detected.

Review and approve (or reject) pending playbook update proposals from the playbook-monitor agent and apply approved changes to the practice profile. Use when the playbook-monitor agent has surfaced proposals, when the user says "review playbook proposals", "what playbook updates are pending", or wants to step through deviation-driven playbook changes.

Review a vendor agreement, NDA, or SaaS subscription against your playbook. Identifies the agreement structure from titles, routes to the right review skill (vendor-agreement-review, nda-review, saas-msa-review), and integrates the output into a single memo. Use when the user says "review this contract", "check this MSA", "is this NDA okay", "look at this SaaS agreement", or attaches an inbound agreement for review.

Research roadmap for a legal issue — statutes to check, case law areas to investigate, regulatory frameworks, Westlaw search terms. Leads and frameworks, NOT authoritative citations; students verify and develop everything. Use when a student asks where to start researching, wants a research roadmap for an issue, or needs gaps identified in existing research.

Show contracts with cancel-by deadlines coming up and warn before notice windows close, working from a maintained renewal register. Use when the user asks "what's renewing soon", "what renewals are due", "did we miss a cancellation window", "add this to the renewal tracker", or on a scheduled basis. Receives handoffs from saas-msa-review.

Suggest community skills based on recent activity in other plugins. Checks whether the community has built something relevant to a task and mentions it once, non-intrusively. Use when the user says "is there a community skill for this", "what else is out there", or asks for skill recommendations; also runs passively as part of other plugins' workflows.

Search watched registries for community legal skills, showing matches with descriptions and offering to show the full SKILL.md before install. Use when the user says "browse", "search skills", "find a skill for", "what's out there for", or wants to add a new registry to the watchlist.

Diff a new or changed regulation against current privacy policy and practice — outputs a gap list and a remediation plan with owners and dates. Use when a new reg drops, the user asks "does [regulation] affect us", "gap analysis for [state privacy law]", "compliance check against [reg]", or pastes regulatory text.

Check regulatory feeds now and report what's new since the last check, filtered by your materiality threshold. Use when the user says "check the feeds", "what's new", "regulatory update", when running from the scheduled agent, or when manually pasting a regulatory development for classification and diff.

Student semester onboarding — clinic procedures, tool walkthrough, practice exercises before real cases. Reads the handbook the professor uploaded at setup and teaches it interactively. Use when a new clinic student says "onboard me", "I'm new to the clinic", "getting started", or at the start of each semester; pass --card for the one-page reference.

First-pass privilege log review — make the obvious privilege calls and flag the hard ones for attorney review without making close calls. Use when the user says "review the privilege log", "priv log", "check privilege on these docs", or has a log to QA before production.

Roll up the portfolio from _log.yaml — risk distribution, upcoming deadlines, stale matters, materiality totals, stage distribution, and flagged anomalies. Use when the user asks "where do we stand", "how many open matters", or wants a portfolio rollup or status across all active matters.

Track the IP portfolio — registrations, renewals, maintenance fees, and use declarations. Use when checking what's renewing, adding or updating an asset, recording a maintenance filing, or auditing the register for gaps, lapses, and use-in-commerce questions. Receives handoffs from prosecution and clearance work.

Draft a firm AI usage policy from published model policies, adapted to your practice profile — a research-and-synthesis tool whose output is a draft for attorney review and adoption, not a finished policy. Use when user says "draft an AI policy", "we need an AI policy", "build an AI usage policy", "our firm needs a GenAI policy", or similar requests to generate a first-cut internal AI policy.

Produce a proposed marked-up policy redraft that closes a gap found by /regulatory-legal:gaps or /regulatory-legal:policy-diff. A first draft for internal review — not for direct application to approved policy documents. Use when the user says "redraft the policy", "draft the policy fix", "mark up the policy", or when gap-surfacer hands off a gap for drafting.

Keep the privacy policy current with practice. Two modes: weekly sweep of saved PIAs, DPA reviews, and triage results to find policy drift; or direct query for a proposed new practice. Use when the user asks "does our policy cover this", "we want to start doing X — does the policy need updating", "run the policy monitor", "policy sweep", or wants to find where the privacy policy no longer matches what the team actually does.

Draft an employment policy with state supplements where law differs across the jurisdictional footprint. Use when the user says "draft a [topic] policy", "we need a policy on", "update our [topic] policy", or names a policy gap.

Diff a specific regulatory change against the indexed policy library. Use when a reg has changed and you need to know which policies it touches and what the gap is, when the user says "diff this reg against our policies", "which policy does this affect", or "gap analysis", or when reg-feed-watcher hands off a material item.

Reference: DEPRECATED — use `/client-letter` for routine correspondence or `/status client` for substantive updates. Split into two more focused skills during the v2 rebuild. Kept as a redirect for migration.

Generate a Privacy Impact Assessment in house format for a new feature, product, or processing activity, using the structure learned from your seed PIA. Use when the user says "write a PIA", "privacy impact assessment for", "do we need a PIA for this", "privacy review this feature", or describes a new data processing activity.

Build or extend a course outline in your format, from class notes and casebook. Scaffolds — it does not write the outline for you. Use when the user says "outline [subject]", "add to my outline", "build an outline from", or points at class materials.

Open source license compliance check for a dependency list, a single library, or outbound code. Use when reviewing a manifest, SBOM, or repo for copyleft obligations and license compatibility, when asked whether a library can ship, or when preparing code to be open-sourced.

Generate weekly status-request email drafts to outside counsel across the active portfolio — markdown per matter, plus Gmail drafts when the MCP is available. Use when the user asks for OC status requests, weekly outside counsel check-ins, or wants per-matter status emails drafted from the portfolio log.

Reference: fast triage of inbound NDAs into GREEN / YELLOW / RED so the team only spends lawyer time on the ones that need it. Built for sales and BD to self-serve before pinging legal. Loaded by /commercial-legal:review when an NDA is detected.

IRAC-scaffolded case analysis memo with research gaps flagged — the scaffold, not the analysis. Rule blocks are RESEARCH NEEDED, Application is STUDENT ANALYSIS prompts, Conclusion is blank. Use when a student needs to scaffold a case analysis memo, write up their analysis, or build an IRAC memo for a case.

Manage matter workspaces — create, list, switch, close, or detach the active matter. Use in multi-client private practice to keep one client's context separate from another, or when a substantive skill needs to know which matter it's working in.

Append a dated event to a matter's history file and refresh the log row — captures new developments, status changes, risk re-assessments, deadline shifts, and settlement authority changes. Use when the user wants to log an update on a matter, note a development, or record a status change against the portfolio.

Intake a new matter — uniform questions covering identification, conflicts, source, risk triage, materiality, outside counsel, owners, legal hold, and key dates; writes matter.md and history.md and appends a structured row to _log.yaml. Use when the user says "new matter", "intake this matter", or wants to bring a new matter into the portfolio.

Close a matter — capture outcome, final exposure, and lessons, then archive it out of the active portfolio without deleting the record. Use when the user wants to close a matter, says "[matter] is done", or needs to record a settlement, dismissal, judgment, withdrawal, or consolidation outcome.

Deep briefing on one matter — current posture, what's changed, next deadline, open questions, and a risk re-assessment check, ready before a GC update or outside counsel call. Use when the user says "brief me on [matter]", "where are we on [matter]", or needs a read on a specific matter.

Build the material contracts disclosure schedule from diligence findings, applying the purchase agreement's Material Contract definition and formatting per the agreement's schedule format. Use when user says "build the contracts schedule", "disclosure schedule", "schedule 3.X", "material contracts list", or when drafting disclosure schedules.

Review marketing copy for claims that need substantiation, reframing, or cutting. Use when the user says "review this marketing copy", "check these claims", "can we say this", "is this puffery or a problem", or pastes marketing content (landing pages, emails, ads, taglines).

Add a new leave to the leave register with the minimum information needed to start tracking deadlines. Use when an employee goes on leave and you want the tracker to watch designation, certification, and exhaustion clocks from day one.

Structural feedback on a legal writing draft (memo, brief, paper, exam essay) — organization, analysis depth, clarity, citation form. NEVER rewrites the draft. Use when the user says "feedback on my memo", "read my draft", or "critique my brief".

Issue, refresh, release, or report on legal holds — drafts the hold notice as .docx, updates legal_hold fields in _log.yaml, and calendars the next refresh. Use when the user says "issue a hold", "refresh hold", "release hold", or asks for a portfolio-wide hold status report.

Check open leaves for deadline alerts and required decisions. Surfaces only the leaves that require an action and explains why — not a status board. Use weekly, or whenever the attorney needs to know which leaves have upcoming designation, certification, or exhaustion deadlines.

Full launch review against your framework and risk calibration. Use when the user says "review this launch", "legal review for [feature]", "can we ship this", "what are the legal issues with [product]", or references a launch tracker ticket or PRD that needs a category-by-category review memo.

Fast "is this a problem?" answer for the quick Slack question — pattern-matches against your calibration. Use when the user says "is this a problem", "quick question", "can we do X", "do I need legal review for", "sanity check", or pastes a PM's question that needs a same-minute fine / needs a look / hold call.

Grade an IRAC essay for structure, issue-spotting, rule accuracy, analysis depth, and organization. Does NOT rewrite the essay or show a model answer; tracks patterns across sessions. Use when the user says "grade my IRAC", "check my essay", or "I wrote this, give me feedback".

Review the IP clauses in an agreement — assignment, ownership, license grants, warranties, indemnities. Use when reviewing IP terms in employment, consulting, SOW, vendor, or licensing agreements, when asked to check the assignment language or license scope, or when an agreement with IP provisions is pasted or attached.

Draft an audience-specific summary from the privileged investigation memo — HR, leadership, or outside counsel versions. Use when an investigation memo needs to be communicated to an audience that should not see the full privileged work product.

Ask questions against an open investigation log — what witnesses said, where accounts conflict, what gaps exist, what the strongest evidence is on each issue. Use when the attorney needs to query the investigation record without re-reading every entry.

Open a new internal investigation matter — runs intake, generates the sources checklist, and creates the persistent investigation log. Use when a complaint or allegation comes in and the attorney needs to stand up a privileged investigation workspace.

Draft or update the privileged investigation memo from the investigation log. Use when an investigation is far enough along to write the first memo cut, or when new data has been added and the existing draft needs updating.

Add data to an open investigation — documents, interview notes, or observations. Processes batches against the documented pull criteria, surfaces significant items, and logs everything reviewed for coverage verification. Use when new evidence, interview notes, or document productions come in for an open investigation.

Invention disclosure first-pass screen — novelty, obviousness, §101 eligibility, bar dates, detectability, and strategic value. Use when an invention disclosure comes in and needs triage on whether to pursue a prior-art search and patent counsel review, investigate further, or decline.

Reference: implementation-planning framework for international hiring — EOR vs. entity decision framing, cross-functional triggers for tax/finance/HR, structured outside-counsel briefing requests, and a persistent gap tracker. Loaded by /expansion-kickoff and /expansion-update; not invoked directly.

Reference: shared framework for managing internal investigations from intake through final memo — privileged investigation log, document processing with needle-finding, source coverage tracking, Q&A against the log, memo drafting, and audience summaries. Loaded by /investigation-open, /investigation-add, /investigation-query, /investigation-memo, and /investigation-summary; not invoked directly.

Post-closing M&A integration tracker — phased workplan, consent tracking, contract assignment at scale, weekly status reports. Initializes from whatever deal artifacts are available (purchase agreement, deal summary, closing checklist) and connects to deal-context.md and closing-checklist.yaml from the M&A cold-start. Use when user says "integration", "post-close", "post-closing", "consents outstanding", "contract assignment", "integration status", or "what's left on the deal".

Infringement triage across trademark, copyright, patent, and trade secret — a flag list with the factors cutting each way, not a finding. Use when assessing whether someone is infringing your IP or whether you might be infringing theirs, when a knockoff or copycat surfaces, or when deciding whether a matter is worth pursuing and how.

Review an offer letter and any restrictive covenants — jurisdiction check included. Substantive rules (covenant enforceability, pay-transparency, salary-history limits, exemption criteria) are researched per hire, not stored. Use when the user says "review this offer", "can we use a non-compete here", "check this offer letter", "hiring in [state]", or attaches an offer.

Diff a proposed handbook change against the current version, flag ripple effects and state supplement impacts. Use when user says "update the handbook", "add this to the handbook", "handbook change", or has a policy ready for insertion.

Open gaps tracker — what's flagged and not yet closed. Use when the user asks "what gaps are open", "gap tracker", "remediation status", or wants to close (--close GAP-ID) or risk-accept (--accept GAP-ID) a tracked gap.

Reference: shared gap- and comment-tracker framework backing /regulatory-legal:gaps and /regulatory-legal:comments. Tracks open policy gaps with remediation status, ingests gaps from policy-diff, surfaces what's open and aging, routes to owners, and notifies gap owners via Slack with per-send confirmation. Loaded by the gaps and comments skills before doing substantive work.

Freedom-to-operate triage — a structured first look at potentially blocking patents, not an FTO opinion. Use when a product, process, or feature is being evaluated for blocking patents, when asked whether anything stops a launch, or to build a claim-chart first pass against the most plausible patents before patent counsel review. This skill never concludes a product is clear to launch.

Reference: DEPRECATED — use `/draft` instead. This skill has been folded into the draft skill, which handles practice-area document generation including form population. Kept as a redirect for migration.

Generate or drill flashcards for black-letter memorization — Leitner-style buckets, per-subject markdown storage, drill mode with self-assessment. Use when the user says "drill flashcards", "make flashcards from", "quiz me on cards", or wants to memorize rules.

Deeper risk assessment for a single feature or product area when the launch review found something that needs more than a line item. Structured analysis: what could go wrong, how likely, how bad, what mitigates it. Use when user says "deep dive on this risk", "risk assessment for [feature]", "what could go wrong with", or when launch-review flags a novel issue.

Update the status of an in-progress international expansion project — recalculates what is now unblocked, flags anything overdue, and surfaces the next priorities. Use when work has happened since the last session and the expansion tracker needs to reflect the current state.

Kick off international expansion planning for a new country — gathers intake, runs EOR vs. entity framing, drafts cross-functional questions, surfaces country-specific flags, and creates a persistent tracker. Use when someone says "we're hiring in [country]", "expansion to [country]", or "first hire in [country]".

Analyze past exams from the same professor to surface patterns — subject weighting, recurring issue-spot traps, favored hypo types, policy-vs-doctrine mix — and forecast likely emphases for the upcoming exam. Use when the user says "what's on the exam", "analyze past exams", "predict the exam", or shares past exams.

Route a contract issue to the right approver per the escalation matrix in `~/.claude/plugins/config/claude-for-legal/commercial-legal/CLAUDE.md`, and draft the ask. Use when the user says "who needs to approve this", "escalate this", "does this need GC sign-off", "route this for approval", or when another skill finds an issue that exceeds the reviewer's authority.

Entity compliance tracker — initialize, report upcoming deadlines, update status, run health audit, export to CSV. Maintains a compliance-tracker.yaml built from the entity table, calculates filing deadlines by entity and jurisdiction, and surfaces what's due in the next 30/60/90 days. Use when user says "entity compliance", "filing deadlines", "annual reports due", "entity tracker", "what filings are due", "entity health", or "good standing".

Walk through a Data Subject Access Request (or deletion, portability, correction request) and draft the response — verify identity, locate data system-by-system, assess exemptions, draft the acknowledgment and substantive response letters. Use when a DSAR comes in, the user pastes an access/deletion/portability/correction request, or says "DSAR came in", "access request", "right to be forgotten", or "someone wants their data".

First draft of a common clinic document — practice-area templates (asylum applications, eviction answers, protective order petitions, demand letters), jurisdiction-aware formatting, explicitly a starting point requiring student analysis and attorney review. Use when a student needs a first draft of a motion, letter, petition, declaration, or other clinic document.

Review a Data Processing Agreement against your DPA playbook — auto-detects whether you're processor or controller and applies the right half of the playbook. Use when the user says "review this DPA", "check this data processing addendum", "customer sent their DPA", "is this DPA okay", or attaches a DPA.

Disable a community skill installed through the hub without removing its files. Use when the user wants to temporarily quiet a community skill ("disable [skill]"), stop its hooks from firing while keeping its config, or re-enable a previously disabled skill.

Read VDR documents and extract issues per house categories and materiality thresholds, producing findings in house memo format. Use when user says "review the data room", "extract issues from [folder]", "diligence review", "what's in the VDR", or points at VDR documents.

Build a deposition outline for a witness — pull their documents from the eDiscovery platform, organize topics around the case theory, and surface impeachment material. Use when the user says "depo prep for [witness]", "build a depo outline", or "prepare for [name]'s deposition".

Triage an inbound demand letter — extract fields, cross-check the portfolio, assess merit, present response options with a recommendation, and hand off to matter-intake or demand-intake if escalation is warranted. Use when the user says "we got a demand letter", "triage this demand", or shares an incoming demand to evaluate.

Pre-drafting context gathering for a demand letter — parties, facts, basis, leverage, BATNA, and privilege filters — written to a structured intake.md the demand-draft skill reads. Use when the user wants to prep a demand letter, run intake before drafting, or capture context for a payment demand, breach/cure notice, cease-and-desist, employment separation, or preservation demand.

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.

Aggregate diligence findings into a deal team briefing at the right altitude for the audience — exec summary for leadership, working summary for the team. Use when user says "brief the deal team", "what's the state of diligence", "summarize findings for [audience]", "deal update", or on the briefing cadence.

Track case deadlines — add, cross-case rollup report, update, complete, close. Warns at configurable thresholds (default 14/7/3/1 days); overdue items stay flagged until resolved. The operational record for a clinic workload. Use when a student or supervisor needs to add a deadline, ask what's due this week, get a deadline report, or update a case deadline.

Guided customization of your IP practice profile — change one thing without re-running the whole cold-start interview. Adjust risk posture, escalation contacts, portfolio scope, brand protection strategy, enforcement posture, clearance thresholds, OSS review rules, or matter workspace paths. Use when the user says "change my [thing]", "update my profile", "edit my config", or "customize".

Review open NPRM comment periods, log decisions, track deadlines. Use when an NPRM has a comment window open and you need to surface deadlines, decide whether to file, or record a filing / not-filing / waived decision (--decide CMT-ID).

Run the cold-start interview to learn your IP practice and write your practice profile. Use on first install when the practice profile is missing or still contains placeholders, when re-onboarding with --redo, or when re-probing integrations with --check-integrations after connecting or disconnecting an MCP. This is the ONLY skill that should run on a fresh install.

Prep for a cold-call — predict the professor's likely questions and drill them Socratically, flagging where you're shaky so you know what to re-read before class. Use when the user says "prep for class tomorrow", "cold call [case]", "what might [professor] ask on", or points at assigned reading.

Use this skill whenever a user specifically requests legal research or Westlaw Deep Research, asks for CoCounsel Legal or cocounsel legal support, or asks a question that requires explaining, analyzing, or synthesizing U.S. law.

What's blocking close — maintain the closing checklist with status, critical path, and days to close. Self-updating: ingests new items from diligence findings and schedule builds, tracks status, surfaces what's blocking. Use when user says "closing checklist", "what's left to close", "checklist status", "add to the checklist", or on a scheduled status pull.

Routine client correspondence from templates — appointment confirmations, document requests, brief "we filed it" updates. Plain language, required elements, supervision routing. NOT substantive advice. Use when a student needs to send routine correspondence, an appointment confirmation, a document request letter, or a brief status note to a client.

Structured intake — practice-area templates, cross-area issue spotting, conflict flags, and triage classification. Produces a formatted case summary the student analyzes and the professor reviews. Does NOT decide case acceptance. Use when starting a new client intake, running an intake interview, or writing up a new client's situation.

Log a client communication — call, email, text, letter, in-person, voicemail. Append-only per-case record with dated entries, direction, medium, summary, action items. Works alongside /client-letter and /status client. Use when logging a call or client email, reviewing a communication log, or asking "what did we tell [client] last time".

Trademark clearance first pass — knockout + similar-marks check producing a flag list, not a clearance opinion. Use when a new mark is proposed, when asked whether a mark is available or to run a knockout search, or when assessing likelihood-of-confusion factors before a full professional search. This skill never concludes a mark is clear.

Build or review an element chart — a patent claim chart (infringement, invalidity, or review) or a civil element chart for any cause of action or defense — with every cell pin-cited and gap detection as the priority output. Use when the user asks for a claim chart, element chart, proof chart, infringement or invalidity contention, element-by-element mapping, or asks "what are we missing to prove [claim]".

Build or update a chronology from declared document sources and uploads — dated events extracted, de-duped, and tagged by significance per the matter theory. Use when the user asks to build a chronology or timeline from a production or matter file, says "chron from the production" or "what happened when", or needs a working, statement-of-facts, or witness-specific timeline.

Draft a cease-and-desist letter (send mode) or triage one you received (receive mode). Use when asserting your rights against an infringer with a demand letter calibrated to your enforcement posture, or when an incoming C&D needs triage into a structured options memo with a recommendation.

Brief a case in your preferred format. In drill-me mode, makes the student state the holding first. Use when the user says "brief [case]", "what's the holding in", "case brief", or pastes a case.

Help a clinic supervisor author a practice-area guide that configures how student-facing skills behave — intake questions, pedagogy posture (assist / guide / teach), review gates, cross-plugin checks, and local rules. Use when a supervising attorney wants to build or revise a per-practice-area guide, tune how the clinic skills behave for their clinic type, or set their teaching philosophy as plugin configuration.

Draft a brief section in house style, consistent with the case theory — every fact cited, every case checked, every argument tied to the theory. Use when the user says "draft the [section]", "write the statement of facts", "argument section on [issue]", or needs a first draft of a brief section.

Drafts board or committee meeting minutes in your house format. Auto-detects upcoming board and committee meetings from your calendar, asks for the agenda and any slides or pre-read materials, and produces a complete draft in the format learned from your seed minutes. Also handles written consents in lieu of meetings. Trigger: "board minutes", "draft minutes", "upcoming board meeting", "committee minutes", "written consent", or calendar detection of an upcoming board or committee event.

Bar prep questions — MBE or essay, targeted at your weak subjects and bar jurisdiction. Tracks misses and comes back to patterns. Use when the user says "bar prep", "MBE questions", "practice essay", or "test me for the bar".

Check installed community skills for updates. Shows a diff and requires explicit approval before applying. Use when the user says "check for updates", "update my skills", "anything new for my installed skills", or when invoked from the registry-sync agent.

Trace how a contract has changed across its base agreement and all amendments — either a summary of all changes over time, or a provision trace for a specific clause. Use when the user says "what changed in this contract over time", "show me the amendment history", "where's the latest [clause]", "how has [provision] evolved", or uploads multiple versions of an agreement.

Run an AI impact assessment — structured intake, risk analysis, regulatory classification per regime in scope, policy consistency diff, and recommendation with conditions. Uses the house-style structure learned from the seed impact assessment in `~/.claude/plugins/config/claude-for-legal/ai-governance-legal/CLAUDE.md`. Use when user says "impact assessment for", "assess this AI use case", "run an AIA", "generate an AIA", "we need to document this AI system", "AI risk assessment for X", or follows a conditional triage result.

Detects when Luminance, Kira, or a similar bulk-review tool is in use, hands off the high-volume clause extraction to it, and QAs its output per the trust level in `~/.claude/plugins/config/claude-for-legal/corporate-legal/CLAUDE.md`. Use when user says "send to Luminance", "bulk review", "AI extraction", or when diligence-issue-extraction hits a high-volume category.

EU AI Act per-system inventory — track each AI system's role (provider, deployer, importer, distributor, authorized representative, product manufacturer) and risk tier (prohibited, high-risk, limited, minimal, GPAI, GPAI+systemic). Role and tier are assessed per system, not per company. Use when the user says "ai inventory", "add an ai system", "what systems do we have", "classify this ai system", "eu ai act register", or "ai system registry".

Reference skill for Zoom RTMS. Use after routing to a live-media workflow when processing real-time audio, video, chat, transcripts, screen share, or contact-center voice streams.

Reference skill for Zoom authentication. Use after routing to an auth workflow when choosing app credentials, grant types, scopes, token refresh behavior, or debugging Zoom OAuth failures.

Guidance for the bundled Zoom MCP connectors. Use after routing to an MCP workflow when planning or troubleshooting tool-based access to meetings, recordings, meeting assets, or transcripts. Route Zoom Docs requests to the dedicated Docs MCP server and Whiteboard-specific requests to `zoom-mcp/whiteboard`.

Cross-product Zoom reference skill. Use after the workflow is clear when you need shared platform guidance, app-model comparisons, authentication context, scopes, marketplace considerations, or API-vs-MCP routing.

Reference skill for Zoom Cobrowse SDK. Use after routing to a collaborative-support workflow when implementing browser co-browsing, annotation tools, privacy masking, remote assist, or PIN-based session sharing.

Reference skill for Zoom Apps SDK. Use after routing to an in-client app workflow when building web apps that run inside Zoom meetings, webinars, the main client, or Zoom Phone.

Write a feature spec or PRD from a problem statement or feature idea. Use when turning a vague idea or user request into a structured document, scoping a feature with goals and non-goals, defining success metrics and acceptance criteria, or breaking a big ask into a phased spec.

Write optimized SQL for your dialect with best practices. Use when translating a natural-language data need into SQL, building a multi-CTE query with joins and aggregations, optimizing a query against a large partitioned table, or getting dialect-specific syntax for Snowflake, BigQuery, Postgres, etc.

Analyze recently closed opportunities to find patterns in what wins and what loses - stage of loss, common objections from transcripts, deal characteristics. Leader-focused. Use when the user asks "win loss review", "why are we losing deals", "what's working", or "analyze closed opps".

End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally drafts a chat post to the team channel. Use when the user says "weekly wrap", "week in review", "what happened this week", or "Friday summary".

Generate a comprehensive weekly briefing for all external calls in the next 7 days. Triggers on 'weekly prep brief', 'prepare my week', 'what calls do I have this week', 'Monday prep', or any weekly planning request.

Interactive PDF viewer. Use when the user wants to open, show, or view a PDF and collaborate on it visually — annotate, highlight, stamp, fill form fields, place signature/initials, or review markup together. Not for summarization or text extraction (use native Read instead).

Evaluate a vendor — cost analysis, risk assessment, and recommendation. Use when reviewing a new vendor proposal, deciding whether to renew or replace a contract, comparing two vendors side-by-side, or building a TCO breakdown and negotiation points before procurement sign-off.

Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

QA an analysis before sharing -- methodology, accuracy, and bias checks. Use when reviewing an analysis before a stakeholder presentation, spot-checking calculations and aggregation logic, verifying a SQL query's results look right, or assessing whether conclusions are actually supported by the data.

Write or review UX copy — microcopy, error messages, empty states, CTAs. Trigger with "write copy for", "what should this button say?", "review this error message", or when naming a CTA, wording a confirmation dialog, filling an empty state, or writing onboarding text.

Plan, conduct, and synthesize user research. Trigger with "user research plan", "interview guide", "usability test", "survey design", "research questions", or when the user needs help with any aspect of understanding their users through research.

Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with a record link. Use when the user says "push [deal] to [stage]", "move the close date on [opp]", "update next steps on [account]", "mark [deal] commit", or accepts a suggested update from another skill.

Sync tasks and refresh memory from your current activity. Use when pulling new assignments from your project tracker into TASKS.md, triaging stale or overdue tasks, filling memory gaps for unknown people or projects, or running a comprehensive scan to catch todos buried in chat and email.

Reference skill for Zoom Video SDK UI Toolkit. Use after routing to a web video workflow when you want prebuilt React UI instead of building a fully custom Video SDK interface.

Rapidly triage an incoming NDA and classify it as GREEN (standard approval), YELLOW (counsel review), or RED (full legal review). Use when a new NDA arrives from sales or business development, when screening for embedded non-solicits, non-competes, or missing carveouts, or when deciding whether an NDA can be signed under standard delegation.

Triage and prioritize a support ticket or customer issue. Use when a new ticket comes in and needs categorization, assigning P1-P4 priority, deciding which team should handle it, or checking whether it's a duplicate or known issue before routing.

Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Design test strategies and test plans. Trigger with "how should we test", "test strategy for", "write tests for", "test plan", "what tests do we need", or when the user needs help with testing approaches, coverage, or test architecture.

Identify, categorize, and prioritize technical debt. Trigger with "tech debt", "technical debt audit", "what should we refactor", "code health", or when the user asks about code quality, refactoring priorities, or maintenance backlog.

Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast", "prep for my team's pipeline review", or "where does my team need help".

Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

Prepares tax materials as a two-link chain — month-end-prep confirms the books are closed and reconciled first, then tax-season-organizer calculates the quarterly estimated payment or builds the year-end 1099-NEC list and accountant packet from those closed numbers. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); uses Gusto, PayPal, and Stripe when connected, else CSV upload. US federal tax math; a non-US business gets the closed-books packet. Prep material for a CPA, never tax advice, nothing filed. Trigger on "quarterly taxes," "estimated tax payment," "how much should I set aside," "1099s," "1099-NEC," "W-9s," "year-end tax prep," "get my books ready for my accountant," any phrasing that suggests a tax deadline is coming, or a question about net profit or YTD income that sounds like worry about a tax bill. An owner who says the period's books are already closed routes to tax-season-organizer directly.

Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.

Design systems, services, and architectures. Trigger with "design a system for", "how should we architect", "system design for", "what's the right architecture for", or when the user needs help with API design, data modeling, or service boundaries.

Synthesize user research from interviews, surveys, and feedback into structured insights. Use when you have a pile of interview notes, survey responses, or support tickets to make sense of, need to extract themes and rank findings by frequency and impact, or want to turn raw feedback into roadmap recommendations.

Generate a status report with KPIs, risks, and action items. Use when writing a weekly or monthly update for leadership, summarizing project health with green/yellow/red status, surfacing risks and decisions that need stakeholder attention, or turning a pile of project tracker activity into a readable narrative.

Apply statistical methods including descriptive stats, trend analysis, outlier detection, and hypothesis testing. Use when analyzing distributions, testing for significance, detecting anomalies, computing correlations, or interpreting statistical results.

Set up your bio-research environment and explore available tools. Use when first getting oriented with the plugin, checking which literature, drug-discovery, or visualization MCP servers are connected, or surveying available analysis skills before starting a new project.

Generate a standup update from recent activity. Use when preparing for daily standup, summarizing yesterday's commits and PRs and ticket moves, formatting work into yesterday/today/blockers, or structuring a few rough notes into a shareable update.

Generate a stakeholder update tailored to audience and cadence. Use when writing a weekly or monthly status for leadership, announcing a launch, escalating a risk or blocker, or translating the same progress into exec-brief, engineering-detail, or customer-facing versions.

Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the people you haven't reached. Use when the user asks "who are the players at [account]", "who's my way in", "am I single-threaded on [deal]", "map the stakeholders", or "who else should I be talking to".

Write correct, performant SQL across all major data warehouse dialects (Snowflake, BigQuery, Databricks, PostgreSQL, etc.). Use when writing queries, optimizing slow SQL, translating between dialects, or building complex analytical queries with CTEs, window functions, or aggregations.

Plan a sprint — scope work, estimate capacity, set goals, and draft a sprint plan. Use when kicking off a new sprint, sizing a backlog against team availability (accounting for PTO and meetings), deciding what's P0 vs. stretch, or handling carryover from the last sprint.

Makes sure no inbound lead goes unanswered. Watches web forms, the shared inbox, and the CRM for new inquiries, qualifies each one against the owner's criteria, drafts a reply in the owner's voice with real meeting times for the owner to approve and send, routes anything hot to a human right away, and logs the whole thing to the CRM. Never sends on its own. Built to run on a schedule so overnight inquiries are drafted and sorted by morning, and works from forwarded or pasted inquiries when no connector is available. Use this whenever the owner is worried about inbound leads or response time — including phrasings like "leads are going cold," "did anyone answer that inquiry," "I keep missing form submissions," "nothing falls through the cracks," "handle my inbound," "respond to this lead," or "we lose people because nobody gets back fast enough." Reach for it for a single unanswered inquiry as readily as for a standing setup.

Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.

Manages connected MCP sources for enterprise search. Detects available sources, guides users to connect new ones, handles source priority ordering, and manages rate limiting awareness.

Runs the owner's content operation as a standing thing rather than a one-off: keeps a rolling posting calendar, learns the owner's voice, generates on-brand Canva graphics, writes captions that sound like them, repurposes one asset into every channel format, and stages posts for approval instead of publishing on its own. Pulls product photos and prices from Shopify when connected; with no connectors, drafts the calendar and asset briefs for manual posting. Use this whenever the owner talks about posting, content, or social — including "I need to post more," "we've gone quiet on Instagram," "what should we post this month," "make the content," "give me a month of posts," "write this in my voice," "repurpose this," or "set up our content calendar." Reach for it for a single post as readily as for a full quarter. One handoff: a finished, approved campaign brief goes to canva-creator; this skill owns the standing operation.

The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.

Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.

Guidance for effectively searching Slack to find messages, files, channels, and people

Guidance for composing well-formatted, effective Slack messages using mrkdwn syntax

Performs quality control on single-cell RNA-seq data (.h5ad or .h5 files) using scverse best practices with MAD-based filtering and comprehensive visualizations. Use when users request QC analysis, filtering low-quality cells, assessing data quality, or following scverse/scanpy best practices for single-cell analysis.

Prepare and route a document for e-signature — run a pre-signature checklist, configure signing order, and send for execution. Use when a contract is finalized and ready to sign, when verifying entity names, exhibits, and signature blocks before sending, or when setting up an envelope with sequential or parallel signers.

Reference skill for Zoom WebSockets. Use after routing to a low-latency event workflow when persistent connections, faster event delivery, or security constraints make WebSockets preferable to webhooks.

Reference skill for Zoom webhooks. Use after routing to an event-driven workflow when implementing subscriptions, signature verification, delivery handling, retries, or event-type selection.

Implement Zoom authentication correctly. Use when setting up app credentials, choosing an OAuth grant, requesting scopes, handling token refresh, or debugging auth failures.

Decide when Zoom MCP is the right fit and produce a safe setup plan for Claude. Use when planning AI workflows over Zoom data, deciding between MCP and REST, or defining a hybrid MCP architecture.

First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard right away with no upfront interview. When tools are missing it walks through connecting the CRM, then email, then calendar, showing something useful after each. Use on first open, or when the user says "set me up", "get started", "what's connected", "learn my voice", "match my writing style", or "onboard me".

Find leads matching criteria and bulk-add them to an Apollo outreach sequence. Handles enrichment, contact creation, deduplication, and enrollment in one flow.

Run a comprehensive SEO audit — keyword research, on-page analysis, content gaps, technical checks, and competitor comparison. Use when assessing a site's SEO health, when finding keyword opportunities and content gaps competitors own, or when you need a prioritized action plan split into quick wins and strategic investments.

Audits and fixes both halves of being found — classic search and AI answers. Search side: rankings, site structure, page speed, titles and descriptions, and content that answers what customers search for. AI side: whether assistant crawlers can reach the site, pages render without JavaScript, an llms.txt file, schema.org data, and presence in the directories assistants read. For online stores it also runs a bulk catalog cleanup, rewriting product titles, descriptions, alt text, and SEO fields in approved batches. Works on any public website with no connector. Use this whenever the owner talks about being found online, including "nobody finds us on Google," "how do I show up in ChatGPT," "make my website AI friendly," "SEO audit," "GEO," "AEO," "AI search visibility," "my competitor ranks above me," "fix my product listings," or "I asked an AI about my industry and we weren't in the answer."

Query decomposition and multi-source search orchestration. Breaks natural language questions into targeted searches per source, translates queries into source-specific syntax, ranks results by relevance, and handles ambiguity and fallback strategies.

Search across all connected sources in one query. Trigger with "find that doc about...", "what did we decide on...", "where was the conversation about...", or when looking for a decision, document, or discussion that could live in chat, email, cloud storage, or a project tracker.

Deep learning for single-cell analysis using scvi-tools. This skill should be used when users need (1) data integration and batch correction with scVI/scANVI, (2) ATAC-seq analysis with PeakVI, (3) CITE-seq multi-modal analysis with totalVI, (4) multiome RNA+ATAC analysis with MultiVI, (5) spatial transcriptomics deconvolution with DestVI, (6) label transfer and reference mapping with scANVI/scArches, (7) RNA velocity with veloVI, or (8) any deep learning-based single-cell method. Triggers include mentions of scVI, scANVI, totalVI, PeakVI, MultiVI, DestVI, veloVI, sysVI, scArches, variational autoencoder, VAE, batch correction, data integration, multi-modal, CITE-seq, multiome, reference mapping, latent space.

Reference skill for Zoom AI Services Scribe. Use after routing to a transcription workflow when handling uploaded or stored media, Build-platform JWT auth, fast mode transcription, batch jobs, or transcript pipeline design.

This skill should be used when scientists need help with research problem selection, project ideation, troubleshooting stuck projects, or strategic scientific decisions. Use this skill when users ask to pitch a new research idea, work through a project problem, evaluate project risks, plan research strategy, navigate decision trees, or get help choosing what scientific problem to work on. Typical requests include "I have an idea for a project", "I'm stuck on my research", "help me evaluate this project", "what should I work on", or "I need strategic advice about my research".

Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user says "schedule a follow-up with [contact]", "book the demo with [account]", "find time with [name] next week", "send my Calendly link", or "get the QBR on the calendar".

Create or update an operational runbook for a recurring task or procedure. Use when documenting a task that on-call or ops needs to run repeatably, turning tribal knowledge into exact step-by-step commands, adding troubleshooting and rollback steps to an existing procedure, or writing escalation paths for when things go wrong.

Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a routing card the human router accepts or overrides, and drafted handoff notes. Use when the user says "route this lead", "who should own [lead/opp]", "work the routing queue", "assign [company] to a rep", or on a scheduled intake sweep.

Update, create, or reprioritize your product roadmap. Use when adding a new initiative and deciding what moves to make room, shifting priorities after new information comes in, moving timelines due to a dependency slip, or building a Now/Next/Later view from scratch.

Reference skill for Zoom Rivet SDK. Use after routing to a Rivet-based server workflow when implementing auth handling, webhook consumers, API wrappers, multi-module composition, or Lambda receiver patterns.

Identify, assess, and mitigate operational risks. Trigger with "what are the risks", "risk assessment", "risk register", "what could go wrong", or when the user is evaluating risks associated with a project, vendor, process, or decision.

Watches what customers are saying in public and in private, then does something about it. Aggregates Google, Yelp, and Facebook reviews alongside disputes, tickets, and email into themes backed by verbatim quotes; drafts a reply to every review in the owner's own voice for approval; spots customers who have gone quiet or look likely to leave; and drafts win-back offers for the ones worth keeping. With Shopify connected, order and fulfillment patterns become a sentiment signal too. Works from pasted or exported reviews when nothing is connected. Use this whenever the owner asks about reviews, ratings, reputation, complaints, or repeat business — including "what are people saying about us," "did we get any bad reviews," "how do I respond to this one-star," "our rating dropped," "which customers have gone quiet," "who hasn't ordered in a while," "how do I win them back," or "are customers happy."

Review a contract against your organization's negotiation playbook — flag deviations, generate redlines, provide business impact analysis. Use when reviewing vendor or customer agreements, when you need clause-by-clause analysis against standard positions, or when preparing a negotiation strategy with prioritized redlines and fallback positions.

Turns what is actually selling into a reorder decision and gets it all the way into the books — computes sales velocity and conservative stockout dates per item, sizes the reorder, drafts the purchase order and the vendor email, and then stages the matching entry so the bill matches against the PO when it arrives. Flags the money sitting still too, so dead stock gets cleared instead of reordered. Runs on Shopify, Square, or an uploaded sales and stock CSV, and deepens with QuickBooks, Gmail or M365, Calendar, and NetSuite. No PO is sent and no vendor is emailed without approval. Use it when the owner says "what do I need to reorder," "am I going to run out," "restock," "we keep running out of filters," "draft a PO for my supplier," or "how much cash is sitting in the warehouse."

Synthesize user research into themes, insights, and recommendations. Use when you have interview transcripts, survey results, usability test notes, support tickets, or NPS responses that need to be distilled into patterns, user segments, and prioritized next steps.

Delivers the owner's custom recurring report pack on a set cadence — runs the saved report definition from report-builder, wraps it in a business-pulse snapshot so the numbers have context, and hands over one chat summary plus the workbook. Defined once, then delivered on schedule without being asked again. Runs on any single connected data source, or entirely from an uploaded CSV or XLSX. Use it when the owner asks for their report pack, their weekly or monthly numbers, "send me the usual report," "run my report pack," "set this up to come every Monday," or "I want these numbers on a schedule."

Turns a plain-English description of a recurring report into a real, repeatable report — defines the metrics, pulls them from whatever data sources are connected, delivers a chat summary plus an XLSX workbook, and saves the definition so the same report reruns on demand or on a schedule. Handles anything from "sales by location versus last year" to AR aging to labor as a percentage of revenue. Works fully from an uploaded CSV or XLSX when no connector is available. Use this whenever the owner asks for a report, dashboard, KPI pack, metrics summary, or recurring numbers — including phrasings like "can you track this every week," "I need to see these numbers monthly," "build me a report on," "same report as last time," or "put together a KPI dashboard." Reach for it even when the owner names the metrics without using the word report.

Leader's prep on a single rep before a 1:1 - their pipeline, recent activity, what they've been working on per chat and calendar, and where they might need help. Use when the user asks "prep for my 1:1 with [rep]" (a rep you manage), "how is [rep] doing", or "what's [rep] working on".

Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use when the user asks "what renewals are coming up", "renewal radar", "is [account] going to renew", "prep the [account] renewal", or "which renewals are at risk".

Track and manage recruiting pipeline stages. Trigger with "recruiting update", "candidate pipeline", "how many candidates", "hiring status", or when the user discusses sourcing, screening, interviewing, or extending offers.

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

Wins back customers who have quietly stopped buying — finds the ones whose gap has stretched past their own normal rhythm or who are showing churn signals, ranks them by what the relationship was worth, drafts a win-back message per customer in the owner's voice, and sends and logs only what the owner approves. Chains review-reputation, outreach-composer, and crm-autopilot, and keeps the rule that the first touch acknowledges the gap without pitching. Use this whenever the owner is worried about customers drifting away, including phrasings like "who hasn't ordered in a while," "win back my old customers," "which customers have gone quiet," "we lost some regulars," "reach out to the people who stopped calling," or "how do I get them back." Reach for it when the owner names a customer they have not heard from, as readily as for a full win-back campaign.

Full ICP-to-leads pipeline. Describe your ideal customer in plain English and get a ranked table of enriched decision-maker leads with emails and phone numbers.

Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an RFP document, a set of drawings, or scrappy notes — into a branded, costed proposal, estimate, or statement of work built on the owner's own templates and historical pricing. Routes it for signature and triggers the deposit invoice once it's accepted. Works entirely from uploaded files when no connector is available, producing DOCX and PDF the owner can send themselves. Use this whenever a quote, bid, estimate, proposal, or SOW is the deliverable — including phrasings like "write this up for them," "put together a quote," "I need to bid this job," "turn my notes into a proposal," "respond to this RFP," or "price this out." Reach for it when the owner describes a job they just looked at, even without saying the word quote.

Brainstorm product ideas, explore problem spaces, and challenge assumptions as a thinking partner. Use when exploring a new opportunity, generating solutions to a product problem, stress-testing an idea, or when a PM needs to think out loud with a sharp sparring partner before converging on a direction.

Analyze and improve business processes. Trigger with "this process is slow", "how can we improve", "streamline this workflow", "too many steps", "bottleneck", or when the user describes an inefficient process they want to fix.

Document a business process — flowcharts, RACI, and SOPs. Use when formalizing a process that lives in someone's head, building a RACI to clarify who owns what, writing an SOP for a handoff or audit, or capturing the exceptions and edge cases of how work actually gets done.

Reference skill for Zoom Probe SDK. Use after routing to a preflight workflow when testing browser compatibility, media permissions, audio or video diagnostics, and network readiness before users join.

Find and explain company policies in plain language. Trigger with "what's our PTO policy", "can I work remotely from another country", "how do expenses work", or any plain-language question about benefits, travel, leave, or handbook rules.

Choose the right Zoom building surface for a use case and explain the tradeoffs clearly. Use when deciding between REST API, Webhooks, WebSockets, Meeting SDK, Video SDK, Zoom Apps SDK, Phone, Contact Center, or MCP for a specific product idea or integration goal.

Turn a Zoom integration idea into an implementation plan with architecture, auth, and delivery milestones. Use when you need a practical build plan, phased delivery sequence, risk list, and next-step recommendation.

Runs the payroll-confidence chain end to end — forecasts cash across the payroll window with cash-flow-snapshot, ranks and drafts overdue-invoice reminders with invoice-chase to close any gap, then assembles timesheets, flags every anomaly, and stages the run with payroll-prep. On Gusto the run is staged for the owner to submit; on QuickBooks Payroll, or with no payroll system, the last step is a validated run sheet the owner keys in. This chain never presses the payroll button. Builds on the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), with Gmail or M365, PayPal, Square, Stripe, and either Gusto or QuickBooks Payroll adding detail, and falls back to CSV and timesheet uploads. Use it whenever payroll is the worry, including "can I make payroll," "payroll is due Friday," "plan payroll," "will I have enough to pay the crew," or "I need to run payroll but money is tight." Accepts optional horizon and payroll-date arguments.

Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".

Structure a performance review with self-assessment, manager template, and calibration prep. Use when review season kicks off and you need a self-assessment template, writing a manager review for a direct report, prepping rating distributions and promotion cases for calibration, or turning vague feedback into specific behavioral examples.

Build a marketing performance report with key metrics, trend analysis, wins and misses, and prioritized optimization recommendations. Use when wrapping a campaign, when preparing weekly, monthly, or quarterly channel summaries for stakeholders, or when you need data translated into an executive summary with next-period priorities.

Generate headcount, attrition, diversity, or org health reports. Use when pulling a headcount snapshot for leadership, analyzing turnover trends by team, preparing diversity representation metrics, or assessing span of control and flight risk across the org.

Gets payroll ready to run without anyone getting shorted: pulls timesheets from Gusto, QuickBooks Payroll, or an uploaded spreadsheet, totals regular, overtime, and PTO hours by person, flags every anomaly it finds — missed punches, overtime spikes, rate changes, mid-period hires and terminations, hours off the schedule — and stages the run for the owner to approve line by line before a dollar moves. Anomalies are always raised, never quietly corrected. Once the owner runs it, the journal posts to the ledger or goes to the bookkeeper. Reach for this whenever payroll comes up at all — "run payroll," "payroll is due," "check the timecards," "did everyone clock out," "how many hours did the crew put in," "why is payroll so high this week," "I need to pay the guys Friday" — and use it after cash-flow-snapshot when the owner is worried about whether payroll clears.

Works the bill pile from the AP inbox all the way to a staged payment run — reads and codes every bill, then checks the cash position before a dollar is committed, then stages the run for one-click approval and keeps the books tidy for close. Coding and paying are two separate decisions with two separate approvals, and the cash check sits between them on purpose. Runs on the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and a mail connector (Gmail or M365), deepens with Expensify and Ramp, and works from uploaded PDFs or phone photos with the run sheet exported for manual entry. Use it when the owner says "pay the bills," "the bills are piling up," "what do I owe," "who needs to get paid this week," "can I afford to pay these," or forwards a stack of vendor invoices.

Writes prospect outreach and follow-up sequences that sound like the owner wrote them, not like an AI did. Learns a voice profile from the owner's own sent mail, grounds every message in something specific about that prospect, builds the follow-up sequence behind it, queues every send for approval, and logs each touch to the CRM. Runs draft-only when no mail connector is available, so the copy can be pasted anywhere. Use this whenever the owner needs to reach out to prospects or customers — including phrasings like "write this cold email," "draft a follow-up," "reach out to these leads," "what do I say to them," "I need a sequence for this list," "nudge the people who didn't reply," or "write it but don't make it sound like a robot." Reach for it whenever outreach copy is the deliverable, even for a single message.

Headcount planning, org design, and team structure optimization. Trigger with "org planning", "headcount plan", "team structure", "reorg", "who should we hire next", or when the user is thinking about team size, reporting structure, or organizational design.

Generate an onboarding checklist and first-week plan for a new hire. Use when someone has a start date coming up, building the pre-start task list (accounts, equipment, buddy), scheduling Day 1 and Week 1, or setting 30/60/90-day goals for a new team member.

Run nf-core bioinformatics pipelines (rnaseq, sarek, atacseq) on sequencing data. Use when analyzing RNA-seq, WGS/WES, or ATAC-seq data—either local FASTQs or public datasets from GEO/SRA. Triggers on nf-core, Nextflow, FASTQ analysis, variant calling, gene expression, differential expression, GEO reanalysis, GSE/GSM/SRR accessions, or samplesheet creation.

Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

Runs the owner's Monday morning briefing as a two-link chain — business-pulse for the cross-connector snapshot of cash, sales, and pipeline, and report-builder for any saved KPI reports the owner has already defined — then reads the week ahead straight from Calendar and mail and merges all three parts into a single one-page Monday document, delivered per the owner's stored output preference. Requires no connectors and degrades gracefully, building from whatever of the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), Calendar, DocuSign, Expensify, Gmail or M365, HubSpot, PayPal, Ramp, RingEx Chat, Shopify, Slack, Stripe, and TikTok Ads is connected, or from pasted and uploaded data when none are. Trigger on "Monday brief," "start my week," "what do I need to know this week," "weekly briefing," "catch me up before Monday," or when the owner schedules a recurring start-of-week update.

Review and analyze product metrics with trend analysis and actionable insights. Use when running a weekly, monthly, or quarterly metrics review, investigating a sudden spike or drop, comparing performance against targets, or turning raw numbers into a scorecard with recommended actions.

Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base.

Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.

Delivers the weekly growth briefing as one merged read — whether the growth engine is working, what customers are saying in public and private, what competitors actually changed, and the three growth actions worth taking this week. The growth twin of the Monday brief, chaining growth-pulse and review-reputation and adding a web-native competitor scan, merged into a single page rather than three reports. Offers to run on a weekly cadence once, and sets it up on a yes. Use this whenever the owner wants a recurring or one-off growth check, including phrasings like "how's marketing doing," "growth check for the week," "give me my Monday growth brief," "what should I be doing about growth this week," "are we winning or losing out there," or "set up a weekly marketing update." Reach for it when the owner asks how the business is growing rather than how it is paying its bills.

Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a transcript, shown with its sources and saved when you ask. Use when the user says "log this call", "log my meeting with [account]", "log that I emailed [contact]", "track this conversation in the CRM", or "what activities are logged on [account]".

Assess and classify legal risks using a severity-by-likelihood framework with escalation criteria. Use when evaluating contract risk, assessing deal exposure, classifying issues by severity, or determining whether a matter needs senior counsel or outside legal review.

Generate a response to a common legal inquiry using configured templates, with built-in escalation checks for situations that shouldn't use a templated reply. Use when responding to data subject requests, litigation hold notices, vendor legal questions, NDA requests from business teams, or subpoenas.

Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action. Use when the user asks "triage this lead", "triage my leads", "rank my lead backlog", "is [company] a good lead", "qualify [lead]", or pastes or uploads lead info.

Builds a ranked list of prospects worth contacting. Works out the owner's ideal customer profile from the customers they already have, finds look-alike companies and the right contact at each, enriches them with firmographics and buying signals, scores them, and delivers the list as an XLSX, with an offer to also create the records in the CRM. Runs on Apollo when connected and falls back to web research plus an uploaded customer list when it isn't. Use this whenever the owner wants new prospects, a target list, or help finding customers — including phrasings like "who should I be calling," "find me more customers like my best ones," "build me a prospect list," "I need leads," "who else looks like Acme," or "help me find companies in this area that need what we do." Reach for it even when the owner describes the customer they want rather than asking for a list.

Combines search results from multiple sources into coherent, deduplicated answers with source attribution. Handles confidence scoring based on freshness and authority, and summarizes large result sets effectively.

Draft a knowledge base article from a resolved issue or common question. Use when a ticket resolution is worth documenting for self-service, the same question keeps coming up, a workaround needs to be published, or a known issue should be communicated to customers.

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.

Builds end-to-end hiring packets — job post, structured interview guide with scoring rubric, and offer letter template — from a hiring brief. Triggers on: "help me hire", "we're hiring for", "write a job post", "job description", "JD", "open role", "create a job ad", "interview questions", "scoring rubric", "draft an offer letter", "send an offer", "make a hiring packet", or any request to recruit for a position. When in doubt, trigger — covers the full hiring workflow from job post through DocuSign envelope creation via browser. Does NOT screen or rank applicants.

Drafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; everything else queues as a mail draft, with the Airwallex hosted pay link included where one exists. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.

Works out what to reorder and when, from what is actually selling: pulls sales history and stock on hand from Shopify, Square, NetSuite, or an uploaded CSV, computes 7-day and 28-day sales velocity per item, projects a conservative stockout date for each, sizes a 60-day reorder quantity, and drafts the purchase orders and vendor emails to cover it. Flags the money sitting still too — overstock, dead stock, and zero-velocity items, reported as slow movers to clear rather than things to buy more of. Seasonality is applied where the history supports it and named where it does not. Nothing is ordered and no vendor is emailed without approval. Reach for this whenever stock comes up — "what do I need to reorder," "am I going to run out," "what should I order this month," "we keep running out of filters," "how much cash is sitting in the warehouse," "what is not moving," or "draft a PO for my supplier."

Create structured interview plans with competency-based questions and scorecards. Trigger with "interview plan for", "interview questions for", "how should we interview", "scorecard for", or when the user is preparing to interview candidates.

Convert laboratory instrument output files (PDF, CSV, Excel, TXT) to Allotrope Simple Model (ASM) JSON format or flattened 2D CSV. Use this skill when scientists need to standardize instrument data for LIMS systems, data lakes, or downstream analysis. Supports auto-detection of instrument types. Outputs include full ASM JSON, flattened CSV for easy import, and exportable Python code for data engineers. Common triggers include converting instrument files, standardizing lab data, preparing data for upload to LIMS/ELN systems, or generating parser code for production pipelines.

Run an incident response workflow — triage, communicate, and write postmortem. Trigger with "we have an incident", "production is down", an alert that needs severity assessment, a status update mid-incident, or when writing a blameless postmortem after resolution.

Batch-process unread customer emails - classify, prioritize, and draft replies. Use when the user asks "sweep my inbox", "what customer emails need a reply", "draft replies to my customer emails", or "what needs a response".

Turns a full inbox into a short, ranked list of what actually needs the owner. Reads the mail, sorts it into needs-you, drafted-and-waiting, and handled, writes replies in the owner's own voice, pulls out the action items and deadlines buried in long threads, files what is finished, and hands bills, leads, and scheduling requests to the skills that own them. Works from pasted or forwarded email text when no mailbox is connected. Use this whenever the owner mentions email at all — including "drowning in email," "I have 300 unread," "what emails need me," "go through my inbox," "clean up my email," "did I miss anything," "who am I supposed to get back to," "draft a reply to this," or "catch me up on my mail." Reach for it for one forwarded message as readily as for a whole morning's backlog.

Takes a pile of applications and turns it into a ranked shortlist, scored only against the job's stated rubric, with drafted replies to every candidate, scheduled interviews, and an onboarding checklist for whoever gets hired. Picks up where job-post-builder leaves off and carries the funnel through to first day, including the payroll setup handoff. Runs on Gmail and Google Calendar, deepens with Gusto, DocuSign, and Drive or M365, and works entirely from uploaded resumes with drafted replies the owner sends by hand. Use this whenever the owner has applicants to deal with — including phrasings like "I've got 40 resumes and no time," "who should I interview," "screen these applications," "help me narrow this down," "set up interviews for the top three," or "I need to tell the rest no." Reach for it when the owner mentions applicants, resumes, candidates, or being buried in a hiring inbox.

Work through a live objection or competitive threat - what's really being said, the response that has worked before, and the proof points to use, grounded in your own win/loss history and customer quotes. Use when the user says "they said we're too expensive", "how do I respond to [objection]", "[competitor] is in the deal", "help me handle this pushback", or pastes an objection from an email or call.

This skill generates, creates, or builds brand voice guidelines from source materials. It should be used when the user asks to "generate brand guidelines", "create a style guide", "extract brand voice", "create guidelines from calls", "consolidate brand materials", "analyze my sales calls for brand voice", "build a brand playbook from documents", "synthesize a voice and tone guide", or uploads brand documents, transcripts, or meeting recordings for brand analysis. Also triggers when the user has a discovery report and wants to convert it into actionable guidelines.

Answers one question for an SMB owner — is the growth engine actually working? Pulls sales trend by channel, funnel conversion, campaign return, best and worst performing products, and customer sentiment from whatever is connected, then ends with the three growth actions worth taking this week. The growth-side twin of business-pulse, which covers the finance side. Use this whenever the owner asks how marketing or sales is performing, whether a campaign paid off, where leads are coming from, why the pipeline is stalling, which products are moving, or says anything like "is my marketing working," "growth check," "how's the funnel," or "where should I put my money next month." Reach for it even when the owner names a single channel rather than growth overall.

Fills the funnel end to end without the owner babysitting it — reads the market and the competition for context, builds a ranked list of named prospects with a reason attached to each, writes personalized outreach in the owner's own voice, and logs every touch to the CRM. Chains lead-finder, outreach-composer, and crm-autopilot behind a web-native market read, with an owner approval at every handoff. Use this whenever the owner wants more pipeline rather than one specific piece of it, including phrasings like "I need more leads," "fill my funnel," "who should I be calling and what do I say," "find me customers like my best ones and reach out," "build me a prospect list and write the emails," or "sales has gone quiet, get something moving." Reach for it when the owner describes wanting new business generally rather than asking for a list or a single email.

Finds grant and solicitation opportunities the organization actually qualifies for, runs a hard go/no-go before anyone starts writing, drafts the application or response from past submissions and real program data, and tracks every deadline and reporting obligation that follows an award. Built for nonprofits, government contractors, and education, and it filters daily feeds like SAM.gov or DIBBS down to the handful worth bidding. Runs on Google Drive or M365 with DocuSign and Calendar deepening it, and works from uploaded past submissions plus web research when nothing is connected. Use this whenever a funding or bidding opportunity is in play — including "find grants we qualify for," "should we bid this," "draft the response to this RFP," "we've got 50 solicitations to filter," "what's due on the federal grant," or "help me write the proposal narrative."

Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the user asks "write my forecast", "forecast narrative", "prep for forecast call", "prep for my quarterly forecast call", "which deals should I commit vs. call upside", "forecast from this pipeline export", or "prep for my 1:1 with my manager".

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.

Profile and explore a dataset to understand its shape, quality, and patterns. Use when encountering a new table or file, checking null rates and column distributions, spotting data quality issues like duplicates or suspicious values, or deciding which dimensions and metrics to analyze.

Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create. Use when the user asks "what's the whitespace at [account]", "where can I expand [account]", "upsell opportunities in my book", or "which customers should I be growing".

Instant lead enrichment. Drop a name, company, LinkedIn URL, or email and get the full contact card with email, phone, title, company intel, and next actions.

The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "process today's calls", "EOD", or on an evening schedule. Companion bookend to daily-briefing.

Design and draft multi-email sequences with full copy, timing, branching logic, exit conditions, and performance benchmarks. Use when building onboarding, lead nurture, re-engagement, win-back, or product launch flows, when you need a complete drip campaign with A/B test suggestions, or when mapping a sequence end-to-end with a flow diagram.

Draft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question, responding to an escalation or outage, delivering bad news like a delay or won't-fix, declining a feature request, or replying to a billing issue.

Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked. Use when the user asks to "draft outreach to [person/company]", "write a cold email to [prospect]", "re-engage [prospect]", "draft a 3-touch sequence", or "reach out to [person]".

Draft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package (base, equity, signing bonus), writing the offer letter text itself, or prepping negotiation guidance for the hiring manager.

Draft blog posts, social media, email newsletters, landing pages, press releases, and case studies with channel-specific formatting and SEO recommendations. Use when writing any marketing content, when you need headline or subject line options, or when adapting a message for a specific platform, audience, and brand voice.

Write and maintain technical documentation. Trigger with "write docs for", "document this", "create a README", "write a runbook", "onboarding guide", or when the user needs help with any form of technical writing — API docs, architecture docs, or operational runbooks.

This skill orchestrates autonomous discovery of brand materials across enterprise platforms (Notion, Confluence, Google Drive, Box, SharePoint, Figma, Gong, Granola, Slack). It should be used when the user asks to "discover brand materials", "find brand documents", "search for brand guidelines", "audit brand content", "what brand materials do we have", "find our style guide", "where are our brand docs", "do we have a style guide", "discover brand voice", "brand content audit", or "find brand assets".

Generate a daily or weekly digest of activity across all connected sources. Use when catching up after time away, starting the day and wanting a summary of mentions and action items, or reviewing a week's decisions and document updates grouped by project.

Audit, document, or extend your design system. Use when checking for naming inconsistencies or hardcoded values across components, writing documentation for a component's variants, states, and accessibility notes, or designing a new pattern that fits the existing system.

Design a Zoom MCP workflow for Claude. Use when deciding whether Zoom MCP fits a task, when planning tool-based AI workflows, or when separating MCP responsibilities from REST API responsibilities.

Generate developer handoff specs from a design. Use when a design is ready for engineering and needs a spec sheet covering layout, design tokens, component props, interaction states, responsive breakpoints, edge cases, and animation details.

Get structured design feedback on usability, hierarchy, and consistency. Trigger with "review this design", "critique this mockup", "what do you think of this screen?", or when sharing a Figma link or screenshot for feedback at any stage from exploration to final polish.

Pre-deployment verification checklist. Use when about to ship a release, deploying a change with database migrations or feature flags, verifying CI status and approvals before going to production, or documenting rollback triggers ahead of time.

Debug broken Zoom implementations quickly. Use when auth, webhooks, SDK joins, MCP transport, or real-time media workflows are failing and you need to isolate the layer before proposing a fix.

Debug a broken Zoom integration by isolating the failure point and routing into the right Zoom references. Use when auth, API, webhook, SDK, or MCP behavior is failing and you need a ranked hypothesis list plus verification steps.

Structured debugging session — reproduce, isolate, diagnose, and fix. Trigger with an error message or stack trace, "this works in staging but not prod", "something broke after the deploy", or when behavior diverges from expected and the cause isn't obvious.

Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user asks "what if [deal] slips", "what happens if [account] pushes to next quarter", "can I still hit my number without [deal]", or "model losing [deal]".

Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert digest you can act on. Use when the user asks "what changed in my book", "any deals gone quiet", "what should I be worried about today", "run my deal signals", or sets it up as a recurring scheduled task.

Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal", "deal review on [opp]", "is [opp] going to close", or "what's the risk on [deal]".

Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user asks "what's missing to advance [deal]", "what do I need to move [opp] forward", "why is [deal] stuck", or "what's between [account] and a close".

Create effective data visualizations with Python (matplotlib, seaborn, plotly). Use when building charts, choosing the right chart type for a dataset, creating publication-quality figures, or applying design principles like accessibility and color theory.

Generate or improve a company-specific data analysis skill by extracting tribal knowledge from analysts. BOOTSTRAP MODE - Triggers: "Create a data context skill", "Set up data analysis for our warehouse", "Help me create a skill for our database", "Generate a data skill for [company]" → Discovers schemas, asks key questions, generates initial skill with reference files ITERATION MODE - Triggers: "Add context about [domain]", "The skill needs more info about [topic]", "Update the data skill with [metrics/tables/terminology]", "Improve the [domain] reference" → Loads existing skill, asks targeted questions, appends/updates reference files Use when data analysts want Claude to understand their company's specific data warehouse, terminology, metrics definitions, and common query patterns.

Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.

Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are customers saying about [topic]", "pull quotes on [objection/feature/competitor]", "voice of customer on [X]", or "what's coming up in calls".

Multi-source research on a customer question or topic with source attribution. Use when a customer asks something you need to look up, investigating whether a bug has been reported before, checking what was previously told to a specific account, or gathering background before drafting a response.

Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time. Use when the user asks "how healthy is [account]", "customer health check", "prep the [account] QBR", "business review prep", or "are we at risk with [customer]".

Package an escalation for engineering, product, or leadership with full context. Use when a bug needs engineering attention beyond normal support, multiple customers report the same issue, a customer is threatening to churn, or an issue has sat unresolved past its SLA.

Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".

Keeps the CRM current without the owner ever opening it. Creates and updates contacts and deals from email, calendar, and call transcripts; logs activity automatically; drafts follow-ups on deals that have gone quiet; and maintains a next-step queue so nothing sits unowned. Runs on demand or on a schedule, includes a hygiene sweep for duplicates and stale records, and builds a lightweight CRM in a spreadsheet for owners who don't have one. Use this whenever CRM data or pipeline hygiene comes up — including phrasings like "update my CRM," "log this call," "clean up HubSpot," "clean up Salesforce," "add this to the deal," "turn my meeting into a deal note," "which deals have gone quiet," "I hate data entry," or "my pipeline is out of date." Reach for it when the owner describes a call or meeting worth recording, even without naming the CRM.

Create publication-quality visualizations with Python. Use when turning query results or a DataFrame into a chart, selecting the right chart type for a trend or comparison, generating a plot for a report or presentation, or needing an interactive chart with hover and zoom.

Guide users through creating a new plugin from scratch in a cowork session. Use when users want to create a plugin, build a plugin, make a new plugin, develop a plugin, scaffold a plugin, start a plugin from scratch, or design a plugin. This skill requires Cowork mode with access to the outputs directory for delivering the final .plugin file.

Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset, one-pager, deck, leave-behind, "create an asset for [prospect]", or "make something for [account]".

Customize a Claude Code plugin for a specific organization's tools and workflows. Use when: customize plugin, set up plugin, configure plugin, tailor plugin, adjust plugin settings, customize plugin connectors, customize plugin skill, tweak plugin, modify plugin configuration.

Lightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, mail attachments (Gmail or M365), a connected file store (Google Drive or M365), or DocuSign envelopes; flags non-standard terms; explains risks in plain English; and outputs a marked-up redline as a separate DOCX. Use when the user says "review this contract," "what am I signing," "red flags," "flag any concerns," "check the payment terms," or uploads/forwards a contract or legal agreement.

Analyzes sales data from PayPal and QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what offers to run, what to hold. Strategic output only — no calendars or assets. Use when the user asks what to post, wants a content plan, asks what's selling, or what to promote this month.

Draft marketing content across channels — blog posts, social media, email newsletters, landing pages, press releases, and case studies. Use when writing any marketing content, when you need channel-specific formatting, SEO-optimized copy, headline options, or calls to action.

Research a specific person using Common Room data. Triggers on 'who is [name]', 'look up [email]', 'research [contact]', 'is [name] a warm lead', or any contact-level question.

Generate personalized outreach messages using Common Room signals. Triggers on 'draft outreach to [person]', 'write an email to [name]', 'compose a message for [contact]', or any outreach drafting request.

Track compliance requirements and audit readiness. Trigger with "compliance", "audit prep", "SOC 2", "ISO 27001", "GDPR", "regulatory requirement", or when the user needs help tracking, preparing for, or documenting compliance activities.

Run a compliance check on a proposed action, product feature, or business initiative, surfacing applicable regulations, required approvals, and risk areas. Use when launching a feature that touches personal data, when marketing or product proposes something with regulatory implications, or when you need to know which approvals and jurisdictional requirements apply before proceeding.

Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competitors", "how do we compare to [competitor]", "what's new with [competitor]", "battlecard for [competitor]", "how do we beat [competitor]", "what's the play against [competitor] in [deal]", "where are we losing to [competitor]", "win/loss patterns", "competitive analysis", "refresh the battlecards", or on a weekly schedule.

Research competitors and generate a positioning and messaging comparison with content gaps, opportunities, and threats. Use when building sales battlecards, when finding positioning gaps and messaging angles competitors haven't claimed, or when a competitor makes a move and you need to assess the impact.

Analyze compensation — benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer competitive", "model this equity grant", or when uploading comp data to find outliers and retention risks.

Review code changes for security, performance, and correctness. Trigger with a PR URL or diff, "review this before I merge", "is this code safe?", or when checking a change for N+1 queries, injection risks, missing edge cases, or error handling gaps.

Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use when the user says "build a close plan for [deal]", "mutual action plan for [account]", "business case for [opp]", or "what's the path to signature".

Closes the books and turns them into a decision as a three-link chain — month-end-prep reconciles the ledger against every connected payment processor and writes the P&L narrative, cash-flow-snapshot then refreshes the 30/60/90-day forecast off the newly closed numbers rather than raw ones, and report-builder publishes and distributes the close packet. Requires a ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) and uses Gusto, PayPal, Ramp, Shopify, Square, and Stripe when connected, falling back to statement or CSV uploads. Trigger on "close the month," "month-end," "close the books," "reconcile," "send the close packet to my accountant," or when the owner asks why revenue or margin moved last month. An owner who wants only the reconciliation and its flags, with no forecast refresh and no packet distribution, routes to month-end-prep directly.

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

Choose the right Zoom architecture for a use case. Use when deciding between REST API, Webhooks, WebSockets, Meeting SDK, Video SDK, Zoom Apps SDK, Zoom MCP, Phone, Contact Center, or a hybrid approach.

Create a change management request with impact analysis and rollback plan. Use when proposing a system or process change that needs approval, preparing a change record for CAB review, documenting risk and rollback steps before a deployment, or planning stakeholder communications for a rollout.

Reads AR/AP, historical cash timing, and known fixed costs from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) or from PayPal, Square, or Stripe — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.

Plan resource capacity — workload analysis and utilization forecasting. Use when heading into quarterly planning, the team feels overallocated and you need the numbers, deciding whether to hire or deprioritize, or stress-testing whether upcoming projects fit the people you have.

Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. This is the one-shot campaign executor: a finished brief goes in, a complete campaign comes out. Use when the owner hands off an approved brief or points at one — "run this brief," "execute the campaign," "turn this brief into posts," "build the campaign from the plan we approved." For day-to-day posting with no brief — "I need to post more," "what should we post" — use social-content-engine instead; it owns the standing calendar.

Generate a full campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics. Use when planning a product launch, lead-gen push, or awareness campaign, when you need a week-by-week content calendar with dependencies, or when translating a marketing goal into a structured, executable plan.

Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap", "process this transcript", "process my call notes", "capture the objections and next steps", or pastes rough notes or a transcript after a discovery, demo, or negotiation call.

Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".

Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who am I calling today," "top five to call today," or "block time for calls." An owner who wants leads scored or ranked with no calendar blocks routes to lead-triage directly. Accepts optional count and date arguments.

Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail or M365, Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a daily brief, a Friday recap, or says anything like "what am I missing" or "catch me up on the business." A start-of-week briefing routes to /monday-brief, which runs this skill as its first link.

Reference skill for Zoom Virtual Agent. Use after routing to a virtual-agent workflow when implementing web embeds, Android or iOS wrapper integrations, knowledge-base sync, lifecycle handling, or troubleshooting.

Reference skill for Zoom Video SDK. Use after routing to a custom-session workflow when the user needs full control over the video experience rather than an actual Zoom meeting.

Reference skill for Zoom Team Chat. Use after routing to a chat workflow when building user-scoped messaging integrations, chatbot experiences, rich cards, buttons, slash commands, or chat webhooks.

Reference skill for Zoom REST API. Use after choosing an API-based workflow when you need endpoint selection, resource-management patterns, OAuth requirements, rate-limit awareness, or API error debugging.

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

Reference skill for Zoom Meeting SDK. Use after routing to a meeting-embed workflow when implementing real Zoom meeting joins, platform-specific SDK behavior, auth and join flows, waiting room issues, or meeting bot patterns.

Build or embed a Zoom meeting flow. Use when implementing Meeting SDK joins, web or mobile meeting embeds, meeting lifecycle flows, or when deciding between Meeting SDK and Video SDK.

Reference skill for Zoom Contact Center. Use after routing to a contact-center workflow when implementing app, web, or native integrations; engagement context and state handling; campaigns; callbacks; or version-drift troubleshooting.

Build a Zoom meeting bot, recorder, or real-time media workflow. Use when joining meetings programmatically, processing live media or transcripts, or combining Meeting SDK, RTMS, and backend services.

Build an interactive HTML dashboard with charts, filters, and tables. Use when creating an executive overview with KPI cards, turning query results into a shareable self-contained report, building a team monitoring snapshot, or needing multiple charts with filters in one browser-openable file.

Gets Claude talking to a tool nobody built an official connector for. Works out what the system is, checks the Claude connector directory for an existing connector first, and when there isn't one connects the tool through Zapier — never by hand-building against a raw API — with credentials handled safely and approval gates on anything that writes. This is what turns "my ERP isn't supported" into an afternoon. Use this whenever the owner names a tool that isn't connected — including phrasings like "can you connect to my," "make my tools talk to each other," "there's no API for this," "pull data out of my field service software," "I use ServiceTrade and it's not on the list," or "is there any way to get at this data." Reach for it whenever an unsupported system is blocking something else.

Turns a task the owner keeps doing by hand into a named, reusable skill they can trigger by name or put on a schedule. Watches them do it once or listens to them describe it, works out what varies and what stays fixed, writes the skill with approval checkpoints in the right places, registers it with the router, and shares it with the team. This is how a business gets a workflow nobody shipped for them. Use this whenever the owner describes something repetitive they wish were automatic — including phrasings like "I do this every week," "can you remember how to do this," "make this a thing I can just ask for," "build me an agent," "automate this for me," "turn this into a workflow," or "I want this to happen every Monday." Reach for it when they describe a routine, even without asking for automation.

Generate contextual briefings for legal work — daily summary, topic research, or incident response. Use when starting your day and need a scan of legal-relevant items across email, calendar, and contracts, when researching a specific legal question across internal sources, or when a developing situation (data breach, litigation threat, regulatory inquiry) needs rapid context.

This skill applies brand guidelines to content creation. It should be used when the user asks to "write an email", "draft a proposal", "create a pitch deck", "write a LinkedIn post", "draft a presentation", "write a Slack message", "draft sales content", or any content creation request where brand voice should be applied. Also triggers on "on-brand", "brand voice", "enforce voice", "apply brand guidelines", "brand-aligned content", "write in our voice", "use our brand tone", "make this sound like us", "rewrite this in our tone", or "this doesn't sound on-brand". Not for generating guidelines from scratch (use guideline-generation) or discovering brand materials (use discover-brand).

Sets and updates the owner's brand look and output preferences, which every page and document the plugin produces then follows automatically. Captures the brand from a pasted website link or a plain-words description — never a hex code, color picker, or upload — previews it on a sample page, asks how they want their outputs delivered (visual artifacts, Word docs, markdown, Notion pages, Canva Docs, or best-for-the-skill), and saves both to the business profile. Runs inside smb-onboard on first setup and stands alone forever after. Use when the owner says "update my brand," "we rebranded," "change my colors," "make the reports match our new look," "change how you give me reports," "I want Word docs instead," or anything about the look or format of what the plugin hands them.

Review content against your brand voice, style guide, and messaging pillars, flagging deviations by severity with specific before/after fixes. Use when checking a draft before it ships, when auditing copy for voice consistency and terminology, or when screening for unsubstantiated claims, missing disclaimers, and other legal flags.

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

Create or evaluate an architecture decision record (ADR). Use when choosing between technologies (e.g., Kafka vs SQS), documenting a design decision with trade-offs and consequences, reviewing a system design proposal, or designing a new component from requirements and constraints.

Works the bill pile end to end: reads bills and vendor statements out of the AP inbox or from uploaded PDFs and phone photos, pulls out vendor, amount, due date, and line detail, codes each one to the right account and job, matches it against the purchase order and the receiving ticket, then stages the entries and a proposed payment run in QuickBooks, Xero, or NetSuite for the owner to approve in one pass. Nothing is entered and nothing is paid without an explicit yes. Reach for this whenever bills, vendor invoices, or paying people comes up — including "what do I owe," "the bills are piling up," "pull the invoices out of my email and into QuickBooks," "code these for me," "who needs to get paid this week," "did we get billed twice," or when the owner forwards a supplier invoice with no message at all. Use it before cash-flow-snapshot or month-end-prep so those run on real payables instead of a guess.

Answer data questions -- from quick lookups to full analyses. Use when looking up a single metric, investigating what's driving a trend or drop, comparing segments over time, or preparing a formal data report for stakeholders.

The ads consultant that becomes an ads agent. Reads paid-ad performance natively through the TikTok Ads connector, or via a build-connector Zapier connection for other ad platforms, explains in plain English what is working and what is burning money, recommends budget, targeting, and creative changes with the dollar impact of each, drafts new ad copy in the owner's voice plus Canva creative briefs, and — only after an explicit yes — executes the approved changes in the ad account. Works from exported CSV reports when nothing is connected, the normal starting point. Use this whenever the owner talks about ads or ad spend at all, including "are my ads working," "what's my ROI on ads," "I'm spending money on Facebook and I don't know what I'm getting," "should I turn this campaign off," "my cost per lead is going up," "write me a new ad," "who should I be targeting," or "the ad guy quit."

Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

Run a WCAG 2.1 AA accessibility audit on a design or page. Trigger with "audit accessibility", "check a11y", "is this accessible?", or when reviewing a design for color contrast, keyboard navigation, touch target size, or screen reader behavior before handoff.

Replace with description of the skill and when Claude should use it.

Guide for creating high-quality MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. Use when building MCP servers to integrate external APIs or services, whether in Python (FastMCP) or Node/TypeScript (MCP SDK).

A set of resources to help me write all kinds of internal communications, using the formats that my company likes to use. Claude should use this skill whenever asked to write some sort of internal communications (status reports, leadership updates, 3P updates, company newsletters, FAQs, incident reports, project updates, etc.).

Reference for the Claude API / Anthropic SDK — model ids, pricing, params, streaming, tool use, MCP, agents, caching, token counting, model migration. TRIGGER — read BEFORE opening the target file; don't skip because it "looks like a one-liner" — whenever: the prompt names Claude/Anthropic in any form (Claude, Anthropic, Fable, Opus, Sonnet, Haiku, `anthropic`, `@anthropic-ai`, `claude-*`, `us.anthropic.*`, `[1m]`); the user asks about an LLM (pricing/model choice/limits/caching) — never answer from memory; OR the task is LLM-shaped with provider unstated (agent/MCP/tool-definition/multi-agent/RAG/LLM-judge/computer-use; generate/summarize/extract/classify/rewrite/converse over NL; debugging refusals/cutoffs/streaming/tool-calls/tokens). SKIP only when another provider is being worked on (overrides all triggers): OpenAI/GPT/Gemini/Llama/Mistral/Cohere/Ollama named in the query; OR `grep -rE 'openai|langchain_openai|google.generativeai|genai|mistralai|cohere|ollama'` over the project hits (run this grep FIRST if no provider named — don't Read the file).