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Add a new client to the memory bank registry. Collects client details interactively and saves to SQLite. Use anytime a new client engagement begins.
Install with Codex or Claude Copy this prompt, paste it into Codex, Claude, or another assistant, and let it review the skill page and install it for you.
Based on SOC occupation classification
MSME / Udyam registration advisory. Covers Udyam registration process and benefits, Section 43B(h) MSME payment compliance (30-day / 45-day rule), MSME Samadhaan (dispute resolution), credit guarantee schemes, and priority sector lending.
Advisory CA dispatcher — overview and quick navigation
Year-round tax planning for individuals and businesses. Covers old vs new regime comparison, Section 80C-80U deductions, business expenditure planning, timing of income/expenditure, HUF planning, family tax planning, and year-end tax saving strategies. Also covers corporate tax planning (MAT, ITAT favourable precedents).
Assist with bank branch audit and Long Form Audit Report (LFAR). Covers NPA classification, income recognition, advances review, concurrent audit findings, stock audit, and LFAR questionnaire responses. Covers RBI guidelines on income recognition and asset classification (IRAC).
Clause-by-clause review of CARO 2020 (Companies Auditor's Report Order 2020). Covers all 21 clauses — fixed assets, inventory, loans, compliance, fraud, related parties, internal controls, and more. Generates draft reporting format for each clause. Identifies which clauses need "adverse remarks" and helps draft qualified paragraphs.
Internal audit planning and reporting. Covers risk-based internal audit plan, process-level audit (procurement, payroll, cash, revenue cycle), control testing, Internal Audit Report (IAR) drafting, and follow-up on prior period recommendations.
| name | add-client |
| description | Add a new client to the memory bank registry. Collects client details interactively and saves to SQLite. Use anytime a new client engagement begins. |
| when_to_use | When onboarding a new client to the firm. Invoke with /cold-start:add-client |
| effort | low |
| model | claude-haiku-4-5 |
| allowed-tools | ["mcp__memory_bank__get_client","mcp__memory_bank__save_client","mcp__memory_bank__log_compliance_event"] |
Collect client details in a single structured conversation.
Ask for all of the following at once:
Call mcp__memory_bank__get_client with the provided PAN (and GSTIN if given) to check for an existing record. If found, ask: "A client with this PAN already exists: [name]. Do you want to update their record or create a new one?"
Generate a client_id as snake_case of the entity name, max 20 characters, unique. Call mcp__memory_bank__save_client.
Ask: "Which recurring filings should I track for [client name]?" Present a quick checklist:
For each selected, create a calendar entry for the current period with mcp__memory_bank__log_compliance_event.
"✓ Client [name] (PAN: [pan]) added to the registry with [N] compliance calendar tasks."
