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Business

Tools for enterprise, finance, and management.

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real-estate-legal
35

regulatory-reporting

Guide regulatory filing obligations and deadlines for investment advisers, broker-dealers, and large traders. Use when the user asks about Form PF filing thresholds, 13F institutional holdings reports, 13H large trader filings, Form ADV amendment timing, FOCUS report preparation, blue sheet requests, CAT reporting infrastructure, or FINRA short interest and TRACE reporting. Also trigger when users mention 'filing deadline calendar', 'do we need to file Form PF', 'crossed the $100M 13F threshold', 'annual updating amendment', 'CAT clock synchronization', 'how to respond to a blue sheet request', 'FOCUS report errors', or ask which regulatory filings a firm must make and when.

JoelLewis
JoelLewis
business
open
real-estate-legal
35

investment-suitability

Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitability, product-specific concerns for complex products, leveraged ETFs, variable annuities, or alternatives, household-level suitability, hold recommendations, or the institutional suitability exemption. Also trigger when users mention 'is this investment suitable', 'turnover ratio is too high', 'cost-to-equity ratio', 'churning metrics', 'suitability questionnaire design', 'complex product due diligence', 'customer refused to provide their risk tolerance', or ask whether a recommendation fits a customer's profile.

JoelLewis
JoelLewis
business
open
real-estate-legal
35

fee-disclosure

Guide fee disclosure compliance across advisory, brokerage, fund, and retirement plan contexts. Use when the user asks about Form ADV Item 5 fee schedules, prospectus fee table format, Reg BI cost disclosure obligations, 12b-1 fee transparency, revenue sharing arrangements, wrap fee program costs, or ERISA 408(b)(2) service provider fee disclosure. Also trigger when users mention 'hidden fees', 'total cost to the client', 'are we disclosing all layers of fees', 'expense ratio comparison', 'fee billing in advance vs arrears', 'share class selection', 'indirect compensation', or ask whether fee disclosures are complete and compliant.

JoelLewis
JoelLewis
business
open
real-estate-legal
35

fiduciary-standards

Apply fiduciary duty standards across the investment advisory landscape, including IA Act Section 206, ERISA, DOL rules, and CFA Institute standards. Use when the user asks whether a fiduciary standard applies, how fiduciary duty differs from Reg BI or suitability, what the duty of care and duty of loyalty require, ERISA Section 404 prudent expert obligations, PTE 2020-02 rollover exemptions, or state-level fiduciary developments. Also trigger when users mention 'are we a fiduciary here', 'best interest vs suitability', 'dual registrant hat switching', 'retirement plan adviser obligations', 'DOL fiduciary rule', or ask what standard of care applies to a recommendation.

JoelLewis
JoelLewis
business
open
real-estate-legal
35

know-your-customer

Guide the implementation of customer identification, due diligence, and ongoing monitoring under FINRA Rule 2090, CIP, and the FinCEN CDD Rule. Use when the user asks about customer onboarding identity verification, beneficial ownership collection for entity accounts, enhanced due diligence for PEPs or high-risk customers, customer risk rating systems, KYC refresh triggers, or documentary vs non-documentary verification. Also trigger when users mention 'account opening requirements', 'who is the beneficial owner', 'new client identity check', 'how often to update KYC', 'essential facts for the account', 'foreign customer onboarding', or ask what information must be gathered before opening an account.

JoelLewis
JoelLewis
business
open
real-estate-legal
35

unity-shared

unity-cli 共通ルール。全スキルの前提条件。

bigdra50
bigdra50
business
open
real-estate-legal
35

privacy-data-security

Design and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cybersecurity expectations. Use when the user asks about privacy notices, the Safeguards Rule, identity theft prevention programs, breach notification obligations, vendor security due diligence, incident response planning, data classification, or state privacy law compliance. Also trigger when users mention 'customer data was exposed', 'do we need to notify clients of a breach', 'cybersecurity exam prep', 'cloud vendor risk assessment', 'encrypting client data', 'BYOD security policy', 'Red Flags Rule', 'NY DFS 500 requirements', or ask how to handle a cybersecurity incident.

JoelLewis
JoelLewis
business
open
business-apps
34

flow-next-opencode-plan

Create structured build plans from feature requests or Flow IDs. Use when planning features or designing implementation. Triggers on /flow-next:plan with text descriptions or Flow IDs (fn-1, fn-1.2).

gmickel
gmickel
business
open
business-apps
34

holded-invoices

Process invoice emails: download PDF attachments, extract vendor + date, generate normalized filename, and send to Holded inbox via n8n webhook.

antoniolg
antoniolg
business
open
health-fitness
34

create-plan

Create implementation plans with human-readable summaries.

richardgill
richardgill
business
open
sales-marketing
34

create-jira-story

Implementation guide for creating well-formed Jira user stories with acceptance criteria

openshift-eng
openshift-eng
business
open
project-management
34

create-jira-task

Implementation guide for creating Jira tasks for technical and operational work

openshift-eng
openshift-eng
business
open
project-management
34

jira-workflow

Jira ticket creation and management for AI agent commands, with severity-based processing and proper integration

bitsoex
bitsoex
business
open
project-management
34

create-jira-epic

Implementation guide for creating Jira epics with proper scope and parent linking

openshift-eng
openshift-eng
business
open
sales-marketing
34

create-jira-feature

Implementation guide for creating Jira features representing strategic objectives and market problems

openshift-eng
openshift-eng
business
open
project-management
34

summarize-jiras

Query and summarize JIRA bugs for a specific project with counts by component

openshift-eng
openshift-eng
business
open
sales-marketing
34

design-engineer

This skill is for interface design — dashboards, admin panels, apps, tools, and interactive products. NOT for marketing design (landing pages, marketing sites, campaigns).

trentferguson
trentferguson
business
open
business-apps
34

using-changelogger

Creates changelog entries using the Changelogger CLI tool. Use when asked to create a changelog entry, when preparing a merge request, or when suggesting a changelog for significant code changes.

churchtools
churchtools
business
open
business-apps
34

create-plan

Create implementation plans with human-readable summaries.

richardgill
richardgill
business
open
ecommerce
34

deployment-verification-agent

Produces Go/No-Go deployment checklists with SQL verification queries, rollback procedures, and monitoring plans. Use when PRs touch production data, migrations, or risky data changes.

gvkhosla
gvkhosla
business
open
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