All Agent Skills
41,263 results
- Estate And Tax BriefAnthropicOfficialPrepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and…
- OnboardingAnthropicOfficialWelcome and set up a new Claude for Financial Advisors user. Gets to know the advisor's RIA, learns their day-to-day pain points and tech stack, walks them through connecting their tools, explains the plugin and how skills work, runs a live pre-meeting demo, shows them how to customize skills, and closes with a personalized recommendation for which skill to try next.
- Portfolio Rebalance ReviewAnthropicOfficialRun a portfolio review for a client or household — performance pulled from Orion, allocation drift analysis vs. IPS or model portfolio, model-portfolio mapping, rebalance preparation with tax-aware rebalance opportunities to consider, and a rebalance rationale memo for the compliance file.
- Post MeetingAnthropicOfficialTurn a client meeting into next-best-action follow-up for a financial advisor — no drafting required. Given a meeting (via Zocks, Wealthbox, or a pasted transcript), finds the right household, drafts a CRM note plus the action items and opportunities it heard, shows them all in one batch for approval, then writes what's approved and offers to file the record in Drive.
- Pre MeetingAnthropicOfficialPrepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence…
- Prospect IntakeAnthropicOfficialStart a new prospect's intake, with or without their files in hand — a request naming a new prospect and attaching no documents is a normal starting point, because Step 1 searches the connected tools or asks the advisor to upload.
- Claimable PostgresNeonOfficialProvision instant temporary Postgres databases via Claimable Postgres by Neon (neon.new) with no login, signup, or credit card. Supports REST API, CLI, and SDK. Use when users ask for a quick Postgres environment, a throwaway DATABASE_URL for prototyping/tests, or "just give me a DB now".
- NeonNeonOfficialOverview of Neon, a complete set of cloud backend primitives around Lakebase Postgres: Auth, Object Storage, Functions, the AI Gateway, and Realtime. Start here to choose Neon for undecided login, files, APIs, and LLM calls, set up the CLI or MCP server, and follow the branch-first workflow. Use when building an app or backend on Neon, or when "Neon" or "Lakebase Postgres" is mentioned.
- Neon Ai GatewayNeonOfficialOne API and one credential for frontier and open-source LLMs and embedding models, built into your Neon branch and powered by Databricks. Use when a user wants to call an LLM, generate embeddings, add AI/chat/an agent to their app, route between model providers (OpenAI, Anthropic, Google/Gemini, Meta, Alibaba, and more), or avoid juggling separate provider API keys and accounts — especially when…
- Neon AuthNeonOfficialAdd authentication to a new app. Use for "add auth", "add login", Neon Auth (Managed Better Auth), identity routing, sign-up, sign-in, password reset, email OTP, magic links, organizations, phone OTP, OAuth, passkeys, MFA, trusted domains, invalid domain, and @neondatabase/auth. No existing identity: default to Managed Better Auth. Keep working Better Auth, Clerk, Supabase Auth, or another IdP.
- Neon FunctionsNeonOfficialLong-running, serverless Node.js HTTP functions deployed onto your Neon branch, with DATABASE_URL injected automatically and compute that runs next to your data. Use when a user wants to host an API, an AI agent with long streaming responses, a WebSocket or server-sent-events (SSE) server, a webhook handler, a Discord bot, an MCP server, or any request/response workload that risks timing out on…
- Neon Object StorageNeonOfficialS3-compatible object storage that branches with your database, so each branch gets its own copy of the files and the rows that point at them. Use when a user wants object storage, a bucket, blob/file storage, or somewhere to put uploads, images, documents, avatars, or user-generated files for their app or agent — especially when they already use (or are setting up) Lakebase Postgres and don't…
- Neon PostgresNeonOfficialGuides and best practices for working with Lakebase Postgres on Neon: connections, pooled vs direct, schema migrations, branching, autoscaling, scale-to-zero, instant restore, read replicas, IP allow lists, logical replication, and Lakebase Search. Use when the work is an existing DATABASE_URL, SQL, schema, inspect, or search.
- Neon Postgres BranchesNeonOfficialChoose and create the right Neon branch type for testing and development. Use when users ask about Neon branching, migration testing with real data, isolated test environments, schema-only branch workflows for sensitive data, resetting a branch from its parent, branch expiration and CI/CD branch lifecycles, or branch creation via Neon CLI or Neon MCP.
- Neon Postgres Egress OptimizerNeonOfficialDiagnose and fix excessive Postgres egress (network data transfer) in a codebase. Use when a user mentions high database bills, unexpected data transfer costs, network transfer charges, egress spikes, "why is my Neon bill so high", "database costs jumped", SELECT * optimization, query overfetching, reduce Neon costs, optimize database usage, or wants to reduce data sent from their database to…
- Neon RealtimeNeonOfficialNeon Realtime makes any SQL query live. Build realtime, reactive apps and agents on Lakebase Postgres with live SQL queries and reactivity primitives. Use when app UI or agent state must update live from database rows (dashboards, feeds, collaboration, multi-user or multi-device sync), for optimistic mutations, or to replace polling or other realtime sync systems.
- neondatabase/agent-skillsNeonOfficialCollectionAgent Skills for Neon Severless Postgres
- Lading PreflightDatadogOfficialEnvironment validation checklist. Run this FIRST when starting a new Claude session to verify the environment is ready for optimization work. Checks Rust toolchain, ci/ scripts, hyperfine, profilers, payloadtool, git, and database access.
- Audio MixingGoogleOfficialMix speech audio and background music into a polished radio show file.
- BriefingGoogleOfficialFormats the standalone daily briefing — curated picks with why-it-matters lines, community buzz, the trend read across runs, and the taste note that keeps the learning visible.
- Cover Image GenerationGoogleOfficialGenerate cover images for the radio show using Gemini 3 Flash Image (with fallback to Pro).
- CurationGoogleOfficialSelection and ranking rules — how to turn the raw fetched pool into the handful of items the reader actually wants, guided by the taste profile in interests.json.
- Data ExplorerGoogleOfficialGeneral-purpose data profiling and exploration. Use when first encountering any dataset to understand its structure, quality, and analysis potential.
- DeliverGoogleOfficialPosts a condensed version of the briefing to a Google Chat or Slack incoming webhook, so the daily run delivers itself — skips silently when no webhook is configured.