菜单
Per-agent data-readiness audit for Atlas. Produces an HTML report mapping Pantry (raw financial sources), Prep Table (deterministic snapshots), and Plate (consumers) with a Mermaid data-flow diagram and ranked quick-win list. V6.7 deliverable.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
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 | silver-platter |
| description | Per-agent data-readiness audit for Atlas. Produces an HTML report mapping Pantry (raw financial sources), Prep Table (deterministic snapshots), and Plate (consumers) with a Mermaid data-flow diagram and ranked quick-win list. V6.7 deliverable. |
| tags | ["skill","audit","data","agentic-os","foundation","cfo"] |
| triggers | ["silver platter","data audit","data readiness audit","audit my data","pantry prep table plate","where does my financial data live"] |
| owner | atlas |
| tier | T2 |
| risk | low |
| canonical_pattern | ../../../Business-Empire-Agent/skills/silver-platter/SKILL.md |
"Put the core data on a silver platter so agents spend their session analyzing, not retrieving." (brain/AGENTIC_OS_REFERENCE.md §3)
For Atlas: this skill audits the financial data layer. CFO agents that re-pull Kraken + brokerage + QB + tax filings live on every briefing waste 80% of their context on retrieval — exactly the failure mode this skill exists to prevent.
When to invoke:
Trigger: silver platter, data audit, /silver-platter
Single-page HTML at tmp/silver-platter-atlas-YYYY-MM-DD.html:
cfo_pulse.json. Each row: refresh cadence + last-refresh timestamp + staleness flag.cfo_pulse.json (cross-agent reads), CFO briefing, Atlas STATE.md, spend gate decisions, Maven's ad-spend authorization (via pulse).latest_tax.json is older than the most recent income event in the Pantry, the audit raises a high-priority alert.brain/DATA_TAXONOMY.md, ls scripts/snapshots/ (if exists), brain/CAPABILITY_GRAPH.json, data/pulse/cfo_pulse.json.score = (session_savings_sec / atlas_build_minutes) * agents_affected. Atlas typically affects only itself + (via pulse) Bravo and Maven.cfo_pulse.json as Pantry. It's Plate — emitted by Pantry sources via the pulse refresh.Bravo's ~/Business-Empire-Agent/skills/silver-platter/SKILL.md is the master. Atlas adaptation here only changes domain references (Stripe/leads/clients → Kraken/brokerage/ACB/tax). When the master updates, mirror here.