Start 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.
Install
npx skills add anthropics/claude-for-financial-advisors --skill prospect-intakenpx skills add anthropics/claude-for-financial-advisors --skill prospect-intake -a claude-code -gnpx skills add anthropics/claude-for-financial-advisors --skill prospect-intake -a codex -ggemini skills install https://github.com/anthropics/claude-for-financial-advisors.git --path skills/prospect-intakegh skill install anthropics/claude-for-financial-advisors prospect-intakegit clone --depth 1 https://github.com/anthropics/claude-for-financial-advisors /tmp/anthropics__claude-for-financial-advisors
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/prospect-intake ~/.claude/skills/prospect-intake # Claude Code
cp -R /tmp/anthropics__claude-for-financial-advisors/skills/prospect-intake ~/.agents/skills/prospect-intake # Codex, Cursor, Gemini CLI, Copilot, OpenCode