基于 SOC 职业分类
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。
直接命令不会经过审查 Prompt;运行前请先检查来源。
npx skills add https://github.com/vstorm-co/agenticos --skill matter-intake命令会保持在同一行。复制前请横向滚动并检查完整内容。
想先保存到本地?可下载 SkillsMP 当前能够提供的文件。
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| name | Matter intake |
| description | Capture a new matter completely, and run the conflict and scope questions first. |
| category | operations |
Two things have to happen before any substantive discussion, and both are regularly skipped under time pressure.
Conflict check — every party, every counterparty, every related entity and every individual named. Run it before advice is given, not before the engagement letter is sent.
Limitation — establish the date of the events and whether any period is running or close. A matter accepted after limitation has expired is a professional indemnity claim.
Client and who instructs · the counterparties · what happened, chronologically · what the client wants to achieve · documents held and where · anything already filed, served or agreed · other advisers involved · funding and any insurer.
What is in, what is out, and what happens next with a date. Scope creep starts at intake.
Give preliminary advice before the conflict check clears, or record the client's account as established fact — it is their account, and label it as such.
Work with messaging-channel bots — Telegram, Slack or Mattermost. Register a bot, route inbound messages through an agent, choose webhook vs polling, handle an @slug mention, or add a new channel adapter. Use when wiring chat into a messaging platform or debugging bot delivery, identity linking or "the bot answered as itself".
Change the agent spec — add or remove a field, rename one, tighten a rule, bump SPEC_VERSION, change publish-time validation, or touch YAML export/import. Use whenever editing app/agents/spec.py or anything that reads a stored spec. Every published agent and every client git repository holds a copy of this format, so a change that only works forwards breaks agents nobody touched.
Work with MCP servers — connect one, add an entry to the server catalog, debug "the agent cannot see my MCP tools" or a failing OAuth flow, or change how connections are probed, prefixed or filtered. Use when the ask involves an external SaaS tool (GitHub, Linear, Notion, Slack, Stripe, Postgres…) and before writing a capability that would just be an API client for one.