Parse an investor or client onboarding packet into structured KYC fields â identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.
Install
npx skills add anthropics/financial-services --skill kyc-doc-parsenpx skills add anthropics/financial-services --skill kyc-doc-parse -a claude-code -gnpx skills add anthropics/financial-services --skill kyc-doc-parse -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/agent-plugins/kyc-screener/skills/kyc-doc-parsegh skill install anthropics/financial-services kyc-doc-parsegit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/kyc-screener/skills/kyc-doc-parse ~/.claude/skills/kyc-doc-parse # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/agent-plugins/kyc-screener/skills/kyc-doc-parse ~/.agents/skills/kyc-doc-parse # Codex, Cursor, Gemini CLI, Copilot, OpenCode