| name | advisor-public-web-research |
| description | Run the scheduled advisory-rankings public-web research cycle for due AdvisorResearchCheck rows. Uses deployed Harper, source-backed public sources only, records each checked advisor, and never scrapes LinkedIn pages. |
Advisor Public Web Research
Use this skill for the recurring AdvisorBook public-web research automation.
It selects due advisors, adds only source-backed soft facts, records every
advisor checked, and reports concise run evidence.
Pre-flight
Before repo work, ensure the automation checkout is current:
- Inspect
git status --short.
- If the only dirty path is
eslint.ignore.config.json and its only diff is
the project-bootstrap removal of the .codex/** ignore entry, restore that
file and continue.
- For any other dirty path or diff, stop and report the blocker without
changing repo or external state.
- Run
git fetch origin --prune and git rebase origin/main; stop on failure
or conflicts.
Use Bun and the deployed Harper target:
export HDB_TARGET_URL=https://advisory-rankings-de.cody-swann-org.harperfabric.com
bun run build
Select Due Advisors
bun run research:advisors -- due --max 5 --stale-days 30 --json
Process only the selected advisors. Do not expand the batch.
Research Rules
For each advisor, search high-signal public sources:
- firm bios and team pages
- ranking or list pages
- press releases and public announcements
- LinkedIn profile URL from search snippets only
Do not scrape LinkedIn pages. Do not write facts from unsupported snippets or
unsourced inference. Only write facts that can be backed by a source URL and
recorded as FieldAssertion provenance.
Record Each Advisor
After every selected advisor, record the result so later runs can skip recent
checks:
bun run research:advisors -- record --advisor-id <id> --status <success|no_new_data|ambiguous|failed> --sources <comma-separated URLs> --notes <brief result>
Use ambiguous when identity or source evidence is unclear instead of guessing.
Verify And Report
Run deployed verification when credentials are available:
bun run verify:rest
Report selected advisors, source URLs checked, facts added, statuses recorded,
verification status, and blockers.
