alts-briefPrepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts,…complianceReview any client-facing message or material (emails, letters, newsletters, social posts, website copy, presentations, performance reports, proposals) for compliance with SEC rules that govern investment advisers — the Marketing Rule (206(4)-1), fiduciary…estate-and-tax-briefPrepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed,…onboardingWelcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo,…portfolio-rebalance-reviewRun a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance…post-meetingTurn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it…pre-meetingPrepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio…prospect-intakeStart a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload. Cleans and normalizes their…
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anthropics · Repositorios y skills representativas - Página 2
Vista por repositorio de 661 skills recopiladas en 23 repositorios de GitHub.
docxComprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new documents, (2) Modifying…executive-briefingTransforms research findings into executive-ready briefings. Automatically activated when user mentions 'executive', 'briefing', 'C-suite', 'board', 'leadership', or 'presentation'.pdfComprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF documents at scale.action-creatorCreates user-specific one-click action templates that execute email operations when clicked in the chat interface. Use when user wants reusable actions for their specific workflows (send payment reminder to ACME Corp, forward bugs to engineering, archive old…listener-creatorCreates event-driven email listeners that monitor for specific conditions (like urgent emails from boss, newsletters to archive, package tracking) and execute custom actions. Use when user wants to be notified about emails, automatically handle certain…
cookbook-auditAudit an Anthropic Cookbook notebook based on a rubric. Use whenever a notebook review or audit is requested.analyzing-financial-statementsThis skill calculates key financial ratios and metrics from financial statement data for investment analysisapplying-brand-guidelinesThis skill applies consistent corporate branding and styling to all generated documents including colors, fonts, layouts, and messagingcreating-financial-modelsThis skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
k12-check-for-understandingCreates a Check for Understanding (CFU) for a math topic or standard: 1–3 targeted formative items whose distractors come from documented student misconceptions, plus a teacher guide routing each likely response to a specific next instructional step. Load…k12-lesson-differentiationAdapts an existing K-12 lesson (math, ELA, science, or social studies) for students at different proficiency levels (below / at / above grade level). Load this skill BEFORE asking the teacher any clarifying question about the lesson, tiers, or student levels.…k12-lesson-plan-creationCreates a lesson plan, student-facing materials, and observation template. Load this skill BEFORE asking the teacher any clarifying question about grade, subject, topic, standard, or timing. Use when a K-12 teacher needs a math, ELA, science, or social…k12-lesson-prepHelps a teacher prepare to teach an existing K-12 lesson (math / ELA / science / social studies) — a prep partner that thinks through the lesson's key student task with the teacher and leaves a short teacher-only prep note. Triggers on asks to internalize,…
handoffWrite the weekly on-call handoff: everything the incoming on-call needs, triage-ready, posted to the channel at shift boundary. Use when the weekly routine fires, or when someone asks for a handoff / shift summary / "catch the next on-call up".oncall-setupBootstrap a Claude-assisted on-call for this channel/repo: discover the available connectors, mine incident history into draft triage playbooks, interview the human for policy, validate against held-out incidents, and install the scheduled routines. Use when…triageInvestigate an alert or incident in this channel: classify the symptom, load the matching triage reference, check lessons.md for known causes, and post a grounded first-pass diagnosis with evidence links and a proposed (never executed) fix. Use when an alert…weatherThe optional standing status report ("the weather"): compile open incidents, build health, merge-queue stats, and deploy lag into one always-current report page, and post to the channel only when a defined event fires. Use when the weather routine fires, or…
verifyBuild and drive the copilot-kit-ag-ui demo to verify changes end-to-end.verifyBuild the computer-use-demo image and drive the Streamlit UI headlessly to verify changes end-to-end.first-runGuide a new user through their first computer-use agent run (env check, safe browser-only task, then open the trajectory viewer).
launch-your-agentHelp a technical founder build whatever they want on Claude Managed Agents — an internal worker, a piece of their product, a customer-facing agent. Find out what they want to build, scope a v0, launch it in their account, grade it, iterate, and (if it should…wrap-upClose out (or revisit) a Claude Managed Agent build — refresh the overview page, recap every primitive the founder now owns, show the run log and live status, suggest 1–2 tailored next upgrades, and sweep hygiene (sessions archived, key only in .env, no…