silver-platter

name	silver-platter
description	Per-agent data-readiness audit for Atlas. Produces an HTML report mapping Pantry (raw financial sources), Prep Table (deterministic snapshots), and Plate (consumers) with a Mermaid data-flow diagram and ranked quick-win list. V6.7 deliverable.
tags	["skill","audit","data","agentic-os","foundation","cfo"]
triggers	["silver platter","data audit","data readiness audit","audit my data","pantry prep table plate","where does my financial data live"]
owner	atlas
tier	T2
risk	low
canonical_pattern	../../../Business-Empire-Agent/skills/silver-platter/SKILL.md

Silver Platter — Atlas Data-Readiness Audit

Overview

"Put the core data on a silver platter so agents spend their session analyzing, not retrieving." (brain/AGENTIC_OS_REFERENCE.md §3)

For Atlas: this skill audits the financial data layer. CFO agents that re-pull Kraken + brokerage + QB + tax filings live on every briefing waste 80% of their context on retrieval — exactly the failure mode this skill exists to prevent.

When to invoke:

• Quarterly CFO review (timed with tax-quarter close)
• After adding a new financial integration (broker, exchange, payroll source)
• When CC asks "where does my financial data live"
• Before a major capital allocation decision (CFO needs to know what's authoritative)

Trigger: silver platter, data audit, /silver-platter

What the audit produces

Single-page HTML at tmp/silver-platter-atlas-YYYY-MM-DD.html:

1. Pantry — Kraken, brokerage CSVs, QuickBooks, FRED, CRA filings, payroll. Status active/dead/stale.
2. Prep Table — Daily portfolio, weekly ACB, monthly tax position, quarterly FIRE, cfo_pulse.json. Each row: refresh cadence + last-refresh timestamp + staleness flag.
3. Plate — cfo_pulse.json (cross-agent reads), CFO briefing, Atlas STATE.md, spend gate decisions, Maven's ad-spend authorization (via pulse).
4. Data flow — Mermaid diagram. Flag direct Pantry → Plate paths (CFO anti-pattern — financial data MUST go through a deterministic Prep Table tier for audit trail).
5. Quick-wins — Ranked list. For Atlas, top quick-wins typically: (a) snapshot the ACB nightly so tax-loss harvesting reads fresh data; (b) tax-position snapshot so quarterly review doesn't recompute live; (c) portfolio snapshot to power the CFO briefing.

Atlas-Specific Audit Concerns

• Authoritative-source check. For each financial metric on the Plate, the audit must trace it back to a SINGLE authoritative Pantry source. Two sources reporting different values = audit risk.
• TZ consistency. Crypto trades cross UTC boundaries but tax is filed in America/Toronto. The audit flags any snapshot that hasn't normalized.
• Stale tax position warning. If latest_tax.json is older than the most recent income event in the Pantry, the audit raises a high-priority alert.

Execution Protocol

1. Read inputs: brain/DATA_TAXONOMY.md, ls scripts/snapshots/ (if exists), brain/CAPABILITY_GRAPH.json, data/pulse/cfo_pulse.json.
2. Trace each Plate consumer back through the chain. Flag any consumer reading a Pantry source directly without Prep Table.
3. Authoritative-source check for each financial metric (see above).
4. Score quick-wins — score = (session_savings_sec / atlas_build_minutes) * agents_affected. Atlas typically affects only itself + (via pulse) Bravo and Maven.
5. Render single-file HTML, no external deps, Mermaid via CDN.
6. Confirm in chat — one line summary + path to HTML.

Anti-Patterns

• ❌ Auditing without checking authoritative-source uniqueness. Financial data must have ONE source of truth per metric.
• ❌ Producing the audit without the TZ-consistency check.
• ❌ Treating cfo_pulse.json as Pantry. It's Plate — emitted by Pantry sources via the pulse refresh.

Integration

• brain/AGENTIC_OS_REFERENCE.md — the principle
• brain/DATA_TAXONOMY.md — the manifest
• brain/CFO_GATE_CONTRACT.md — what the pulse Plate must contain
• scripts/snapshots/ (planned) — Prep Table implementations
• brain/CAPABILITY_GRAPH.json — skill/script enumeration

Cross-Agent Consistency

Bravo's ~/Business-Empire-Agent/skills/silver-platter/SKILL.md is the master. Atlas adaptation here only changes domain references (Stripe/leads/clients → Kraken/brokerage/ACB/tax). When the master updates, mirror here.

Obsidian Links

• [[brain/AGENTIC_OS_REFERENCE]] | [[brain/DATA_TAXONOMY]] | [[brain/CFO_GATE_CONTRACT]]
• [[skills/integrations-sync/SKILL]] | [[skills/memory-journaling/SKILL]]