Business & Marketing
1,814 results
- Idea GenerationOpenAIOfficialUse when triaging public-equity idea candidates. Do not use for final trade recommendations, pitches, memos, or models.
- Long Short PitchOpenAIOfficialUse when building PM-facing Public Equity Investing trade pitches, including sparse-context or partial-section requests. Do not use for formal memos; use memo-builder.
- Meeting PrepOpenAIOfficialUse when creating Public Equity Investing meeting prep briefs. Do not use for private diligence, IB, FP&A, legal, or scheduling-only tasks.
- Memo BuilderOpenAIOfficialUse when drafting or reviewing formal public-equity investment memos. Do not use for live trade construction or credit-first memos; use long-short-pitch or Credit Markets as appropriate.
- Portfolio Risk ManagementOpenAIOfficialUse when sizing Public Equity Investing positions, finding equity hedges, or building an integrated position-and-hedge risk plan from a listed-equity thesis. Do not use for thesis construction, standalone event underwriting, trade execution, personal investment advice, or credit-instrument risk.
- Shopify CustomerOpenAIOfficialThe Customer Account API allows customers to access their own data including orders, payment methods, and addresses.
- Shopify Onboarding DevOpenAIOfficialGet started building on Shopify. Use when a developer asks to build an app, build a theme, create a dev store, set up a partner account, scaffold a project, or get started developing for Shopify. NOT for merchants managing stores.
- Shopify Onboarding MerchantOpenAIOfficialSet up and connect a Shopify store from your AI assistant. Use when the user wants to: set up my Shopify store, connect my store, install Shopify plugin, get started with Shopify, manage my store, add products to my store, merchant onboarding, start selling online, Shopify setup help, create my first store, how do I set up an online store, import products, migrate from Square, migrate from…
- Shopify Polaris App HomeOpenAIOfficialBuild your app's primary user interface embedded in the Shopify admin. If the prompt just mentions `Polaris` and you can't tell based off of the context what API they meant, assume they meant this API.
- Stripe DirectoryOpenAIOfficialUse when the user wants to find businesses, software, service providers, or partners for a specific industry, workflow, pain point, capability, or job to be done. Also use when the agent needs to programmatically purchase or consume a service. Use Stripe Directory to build a short relevant shortlist, even if the user does not mention Stripe Directory explicitly.
- Stripe DocsOpenAIOfficialUse when the user or agent needs to read, search, or look up Stripe documentation or API reference. Prefer this over curl or WebFetch for any docs.stripe.com content.
- Thesis TrackerOpenAIOfficialUse when building or updating Public Equity Investing thesis trackers. Do not use for generic news summaries, trade pitches, or first-pass memos.
- Twilio Customer MemoryOpenAIOfficialStore and retrieve customer context using Twilio Conversation Memory. Covers Memory Store provisioning, profile management, traits, observations, conversation summaries, and semantic Recall. Use this skill to give AI agents or human agents persistent memory of customer interactions across sessions and channels.
- Twilio Marketing Promotions AdvisorOpenAIOfficialPlanning skill for marketing and promotional messaging. Qualifies the developer's campaign needs across channel selection, compliance, audience segmentation, and delivery tracking to recommend the right Twilio messaging architecture. Handles both "set up a promotional SMS campaign" and "build a multi-channel engagement pipeline with Segment integration."
- Twilio Messaging Channel AdvisorOpenAIOfficialPlanning skill that helps the developer pick the right Twilio messaging channel — SMS, MMS, RCS, or WhatsApp — for a given use case. Qualifies intent across content type, geography, use case (marketing / notifications / OTP / support), cost model, and brand presence.
- Upgrade StripeOpenAIOfficialGuide for upgrading Stripe API versions and SDKs
- User ContextOpenAIOfficialInitialize, inspect, save, update, forget, export, or explicitly reset the Public Equity Investing plugin's local user context, source setup, or optional automation setup. Use only when the user explicitly asks to manage Public Equity Investing saved preferences, source pointers, context storage, or recurring automation.
- DocumentationGitHubOfficialDocumentation Brief description for SEO and navigation
- Tres Asc845 Swap Reprice SkillAnthropicOfficialReprice swap transaction legs under ASC 845 (Nonmonetary Transactions) to ensure clearing accounts net to zero. Use this skill whenever the user wants to: reprice swaps, fix clearing account residuals, apply equal-value exchange to swap legs, run setBatchUseCounterpartyFiatValue, zero out a clearing account, apply ASC 845, fix swap pricing mismatches, ensure no gain/loss on swaps, or close a…
- Tres Cost BasisAnthropicOfficialManage cost basis calculation in TRES Finance: check status, view/change strategy (FIFO, LIFO, AVG, MAX_GAINS, MAX_LOSSES, FIFO_IMPAIRMENT), trigger recalculation, review financial issues, manage reevaluations/impairments, set bulk fiat prices, configure spec-ID lot disposal rules, view per-asset cost basis results, and export cost basis reports.
- Tres Data Collection CommitAnthropicOfficialTrigger on-chain data collection (a "Commit") in Tres Finance for wallets that have already been onboarded. Use this skill whenever the user wants to collect data, pull balances, sync wallets, refresh on-chain data, run a commit, trigger a commit, or "collect" anything in Tres.
- Tres Explorer Tx To LedgerAnthropicOfficialAdd a blockchain explorer transaction to the TRES Finance ledger. Use when the user provides a blockchain explorer URL (Etherscan, Polygonscan, Arbiscan, Basescan, Snowtrace, BscScan, etc.) or a raw transaction hash and wants to record it in the platform ledger. Trigger phrases include "add this transaction", "import tx from etherscan", "record this on-chain tx", "add to ledger".
- Tres Ledger LinkAnthropicOfficialBuild a TRES Finance dashboard ledger URL (Transactions tab) with a precise filter set — date range, wallets, assets, tags, status, amount, and more — so it can be shared with a customer or reused. Use whenever the user asks for a "ledger link", "dashboard link", "filter URL", or "send <customer> a link to <some filtered view>".
- Tres OnboardingAnthropicOfficialEnd-to-end onboarding of a new entity, customer, or account into TRES Finance. Orchestrates 8 steps in order: wallet upload, data collection (commit), balance validation, reconciliation, cost basis, export unidentified addresses, import contacts, and rollup rules. Trigger ONLY when the user explicitly wants to onboard a new entity, customer, or account — e.g.