| name | brokercheck-advisor-enrichment |
| description | Run the scheduled AdvisorBook BrokerCheck enrichment cycle for existing Advisor rows missing FINRA CRDs. Uses Bun, respects the 7-day state skip, avoids force mode, verifies Harper writes, and reports match/load counts. |
BrokerCheck Advisor Enrichment
Use this skill for the recurring AdvisorBook BrokerCheck enrichment automation.
It resolves existing advisors missing finraCrd values and loads
regulator-of-record data into Harper.
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:
bun run build
Enrich Existing Advisors
bun run brokercheck -- --enrich --max 20
Respect the 7-day skip state. Do not pass --force unless the user explicitly
requests it in a future run.
BrokerCheck wins for regulatory facts. Preserve regulator provenance through
the repo's existing BrokerCheck loader paths.
Verify And Report
Verify with deployed REST credentials when available; otherwise use local
verification only when local Harper is running:
bun run verify:rest
bun run verify
Report matched, no-match, ambiguous, and loaded counts; BrokerCheck block or
rate-limit responses; verification status; and runtime or credential blockers.
