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Idempotent refresh patterns for Atlas's financial data sources — Kraken, brokerage CSVs, QuickBooks, FRED, payroll. Codifies safe sync flow with audit log so agents stop reinventing dedupe/dry-run logic per source.
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
US/international payment compliance for Canadian sole proprietors and corporations. W-8BEN management (individual + entity), withholding tax recovery, 1099 interception, FX accounting (BoC noon rate), T1135 monitoring, Reg 105 contractor rules, multi-currency reconciliation. Prevents 30% backup withholding and $25/day T1135 penalties. CC-specific: Wise USD, Stripe, primary US retainer, Kraken.
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
Container for skills synthesized at runtime by skill_synthesizer.py. Each child directory is a [NEW] skill with its own SKILL.md + metrics.json. Promoted to skills/<slug>/ after 3 successful uses (skill_metrics.py promote).
Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.
| name | integrations-sync |
| description | Idempotent refresh patterns for Atlas's financial data sources — Kraken, brokerage CSVs, QuickBooks, FRED, payroll. Codifies safe sync flow with audit log so agents stop reinventing dedupe/dry-run logic per source. |
| tags | ["skill","integrations","data","sync","idempotent","cfo"] |
| triggers | ["sync integrations","refresh kraken","sync brokerage","refresh quickbooks","pull latest financials","integrations sync"] |
| owner | atlas |
| tier | T2 |
| risk | medium |
| canonical_pattern | ../../../Business-Empire-Agent/skills/integrations-sync/SKILL.md |
Every external financial source needs a refresh path. Without a codified pattern, agents reinvent dedupe + dry-run + audit logic, and stale data quietly corrupts ACB / tax position / cfo_pulse downstream.
For Atlas, this is regulatory discipline — wrong dedupe = wrong tax filing. Always idempotent. Always logs. Always dry-run available.
When to invoke:
cfo_pulse.json > 24h oldTrigger: sync integrations, /integrations-sync, "refresh
--dry-run.state/integrations_sync.log (regulatory trail).--since <iso> or trade-ID watermark.cfo_pulse.json.python atlas_tools.py kraken sync-trades --since "<iso>" --json
python atlas_tools.py kraken balances --json
python -m finance.crypto_acb status --json shows ACB consistent with new trades.latest_acb.json snapshot, then emit cfo_pulse.json.# Drop CSV in data/imports/brokerage/
python -m finance.wealth_tracker import --file data/imports/brokerage/<file> --dry-run
python -m finance.wealth_tracker import --file data/imports/brokerage/<file> --json
# (when wrapper exists)
python atlas_tools.py qb sync --since "<iso>" --json
python -m finance.cashflow refresh-macro --json
# Drop PDFs in data/tax/<year>/
python -m finance.tax import-noa --year <YYYY> --json
python cfo/pulse.py emit --json
state/integrations_sync.log JSONL:
{"ts":"2026-05-14T22:00:00Z","source":"kraken","action":"sync-trades","mode":"incremental","since":"2026-05-13T21:00:00Z","rows":12,"errors":0}
If errors > 0, append to state/integrations_sync.errors.log.
finance/crypto_acb.py recompute, finance/tax.py adjust).--since last-success-ts; --full requires explicit CC approval.cfo_pulse.json.finance.crypto_acb.py recompute without dry-run first. Wrong superficial-loss windowing = wrong tax filing.cfo_pulse.json. Bravo + Maven now see stale CFO state — Maven might authorize ad spend against an outdated runway.