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Sync fresh financial data from Plaid. Use when the user asks to refresh data, pull latest transactions, update balances, or before running any analysis on data that might be stale (more than a day old).
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
Financial advisor intake — run when a user first sets up this project, says "onboard", "set up my profile", "get started", "intake", "configure my finances", or when CLAUDE.md has no Client Context section. Conducts a structured interview modeled on the CFP Board's 7-step process and writes personalized context to memory files (never to CLAUDE.md). USE THIS SKILL for any first-time setup or when the user wants to update their financial profile.
Quarterly financial health assessment. Use when the user asks for a full financial review, health check, "how am I doing", quarterly review, ratio check, financial assessment, or wants to know if they're on track. Also use when more than 30 days have passed since the last health check. Compares current state against goals, checks all key ratios, identifies which layer of the financial pyramid needs attention, and produces a prioritized action plan. Spawns research agents for tactical implementation details.
Answer "what should I do with my next dollar?" Apply the financial order of operations to the user's ACTUAL situation. Use when someone asks what to do with money, how to allocate a paycheck, where to put savings, whether to pay debt or invest, what to do with a bonus/raise/windfall/tax refund, or any variant of "I have $X — what's the best use?" Also use for "should I pay off X or save?" questions. THIS IS THE MOST COMMON FINANCIAL QUESTION — trigger aggressively.
Optimize HOW you execute financial strategies with your specific accounts, cards, and tools. Use when the user asks "how should I use my cards?", "optimize my rewards", "balance transfer options", "which account for X?", "am I leaving money on the table?", "what am I not taking advantage of?", or any variant of tactical account optimization. Also trigger after /next-dollar gives a strategic recommendation — this skill provides the implementation playbook. USE THIS SKILL when someone wants to squeeze maximum value from existing financial instruments. This skill spawns research agents for deep analysis.
Audit spending for waste, unused subscriptions, and overspending by category. Use when the user asks to find waste, cut spending, review subscriptions, check for recurring charges they forgot about, or do a financial audit.
Generate a weekly personal finance report. Use when the user asks for a weekly report, spending summary, finance review, or budget status.
| name | sync-data |
| description | Sync fresh financial data from Plaid. Use when the user asks to refresh data, pull latest transactions, update balances, or before running any analysis on data that might be stale (more than a day old). |
| allowed-tools | Bash |
Run the sync script to pull fresh data from all linked Plaid accounts:
bash scripts/sync.sh
After syncing, confirm what was updated and note the date. If the sync fails because Plaid CLI is not installed or not logged in, tell the user the setup steps:
brew install plaid/plaid-cli/plaidplaid login (or plaid register for new accounts)plaid link (to connect bank accounts)