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Family office: Produce a personal shopping plan — occasion, budget, brand preferences, sizing, delivery, returns.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Family office: Produce a checklist of every document the CPA needs for tax return preparation. Tailored to the family's entities and income sources.
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| name | concierge-personal-shopping-plan |
| description | Family office: Produce a personal shopping plan — occasion, budget, brand preferences, sizing, delivery, returns. |
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
Invoke when the advisor asks about:
This skill produces a single named deliverable:
Personal Shopping Planartifact.md) plus a structured
interview.json capturing every advisor input. PDF / DOCX / XLSX companion
renders and DMS / Snowflake push land in the execution-pipeline PR tracked
under issue #427.The artifact is written to a skill-local path, not a global directory:
<invocation-cwd>/artifacts/family-office/concierge-personal-shopping-plan/<YYYYMMDD-HHMMSS>/
artifact.md
interview.json
manifest.json
Minimum-viable interview — the skill asks only what is needed to personalize the deliverable. Pre-fill rules against family memory land in the execution- pipeline PR.
occasion_or_purpose — Occasion or purpose?budget_range — Budget range?brand_preferences — Brand preferences?sizing — Sizing details?delivery_window — Delivery window?returns_policy_requirements — Returns policy requirements?python scripts/agent.py --config config.json (or invoke via Claude
Code with a config blob).manifest.json with artifact metadata (name, version,
content hash, pillar, skill_name, created_at).memory_objects table via psycopg if config.memory_dsn is provided.
Without a DSN, memory writes are skipped cleanly.Memories written by this skill are tagged with:
subject = the artifact namesource = "concierge-personal-shopping-plan"memory_type ∈ {decision, assumption, commitment, open_question}20260419_Family_Office_Skill_Claude_Desigh.md20260420_FamilyOffice_Skills_Plan.md