seren-skills

Family office: Produce a checklist of every document the CPA needs for tax return preparation. Tailored to the family's entities and income sources.

Review-first outreach skill for the default Seren Bucks affiliate program. It bootstraps affiliate context via /programs/discover, mines sent-mail history and address books for candidates, persists them into a skill-owned CRM, proposes an editable daily top-10, drafts outbound and reply batches for approval, reconciles affiliate and reply signals, enforces hard DNC, and returns a manual daily digest.

Lean partner-link distribution skill for the seren-affiliates publisher program portfolio. Operates one publisher program per run. Bootstraps the affiliate profile (registering on first run), caches joined programs in serendb, ingests contacts from a pasted list or from Gmail/Outlook address books, drafts a pitch once per run via seren-models for operator approval, sends approved copy through Gmail (preferred) or Microsoft Outlook, enforces per-program dedupe plus a global unsubscribe list, and reports local plus live conversion and commission stats from seren-affiliates.

Alpaca-branded SaaS short trader with MCP-native execution: scores AI disruption risk, builds capped short baskets, and tracks paper/live PnL in SerenDB.

Alpaca-branded SaaS delta-neutral trader with MCP-native execution: scores AI disruption risk, builds capped short baskets, adds a configurable long hedge leg, and tracks paper/live PnL in SerenDB.

Deposit USDC into the AlphaGrowth Base Vault on Euler Finance, collect Supply APY, and periodically compound rewards. Supports dry-run and live execution with local wallet or Ledger signer.

Apollo.io API for people and company enrichment, prospecting, and sales intelligence

Connect to Attio CRM to manage contacts, companies, deals, lists, tasks, notes, meetings, and comments through AI agents. Search records, create entries, update pipelines, and manage your sales workflow.

Prepare for strategic account meetings, support selective live guidance, and reconcile post-meeting follow-up while enforcing consolidation, confidence, and anti-repetition guardrails.

Assess AI governance maturity for compliance/risk leaders: evaluates 8 domains against NIST AI RMF, EU AI Act, ISO 42001, and OCC SR 11-7 frameworks. Persists results to SerenDB for tracking and follow-up.

Sync Claude Code auto-memory files into SerenDB for CLI-only users without Seren Desktop.

Automated grid trading bot for Coinbase Exchange — profits from price oscillation using a mechanical, non-directional strategy

AI-optimized Coinbase Smart DCA bot with single-asset, portfolio, and opportunity-scanner modes using local direct execution and strict safety controls.

Use when a user has a Form 1099-DA from a crypto exchange and wants to review it, understand it, or check it for issues before filing Form 8949.

Diagnose crypto wallet access-loss scenarios, classify self-recovery feasibility, guide safe local recovery attempts for simple cases, and prepare sponsor handoff summaries for expert-only cases.

Multi-chain Curve gauge yield trading skill with paper-first defaults. Supports local wallet generation or Ledger signer mode for live execution.

Qualify groups for non-recourse stock/crypto loans and institutional block trades based on Ovadiya criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.

Five-phase grant consultant intake for grant readiness. Use when a user needs structured intake for org name, mission, programs, sector selection (workforce, health, green economy, education, housing, arts, agriculture), logic models per program, sector-specific questions, and a Grant Readiness Summary plus Organizational Profile export.

Qualify groups for non-recourse stock/crypto loans and institutional block trades based on lender criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.

Family office: Produce an annual budget workbook for the family. Captures income sources, fixed expenses, variable expenses, savings targets, and charitable giving.

Family office: Produce a due diligence memo for an art acquisition — provenance, authentication, condition, insurance, storage, sale consideration.

Family office: Produce a setup plan for family-office bookkeeping and bill pay operations — software, approvers, reconciliation, internal controls.

Family office: Produce an exit tax minimization plan for a principal selling an operating business. Captures business basis, expected proceeds, planning windows, and candidate structures (QSBS, charitable trusts, installment sales).

Family office: Process an incoming GP capital call notice end-to-end — confirm, fund, log, reconcile.

Family office: Pillar router for Capital Allocation. Classifies a natural-language advisor ask into the matching leaf skill inside the Capital Allocation pillar. Catalog rebuild tracked in issue #427.

Family office: Produce a 12-month rolling cashflow forecast. Captures inflows, outflows, timing, and cushion requirements.

Family office: Produce a memo comparing charitable trust options — CRUT, CRAT, CLT, CLAT — for the family's giving goals.

Family office: Produce a review memo for a deal the principal sourced themselves. Captures deal sponsor, structure, terms, conflicts, and recommendation.

Family office: Produce a plan for acquiring and moving a collectible asset (classic car, rare wine, timepiece, sports memorabilia). Example: antique Ferrari from Pebble Beach to Naples.

Family office: Produce a community engagement plan — relationships with civic, cultural, and nonprofit organizations; time commitments; reputational posture.

Family office: Pillar router for Complexity Management. Classifies a natural-language advisor ask into the matching leaf skill inside the Complexity Management pillar. Catalog rebuild tracked in issue #427.

Family office: Produce a personal protection plan — threat profile, physical security, executive protection providers, travel security.

Family office: Produce a personal shopping plan — occasion, budget, brand preferences, sizing, delivery, returns.

Family office: Produce a private aviation coordination plan — operator roster, preferred aircraft, crew preferences, catering, ground transport.

Family office: Produce a private car coordination plan — operators, drivers, vehicles, standing reservations, billing.

Family office: Produce a travel coordination plan — itinerary, hotels, transfers, dining, contingency plans.

Family office: Produce a specification for consolidated family-office reporting across entities, accounts, and asset classes.

Family office: Produce a document management plan — DMS choice, folder taxonomy, retention rules, access control.

Family office: Produce an ESG / impact investing mandate for the family office. Captures themes, exclusions, measurement framework, and blended-return tolerance.

Family office: Produce an estate plan summary memo — wills, trusts, directives, guardianship, beneficiary designations, and gaps.