
Family office: Produce a personal protection plan — threat profile, physical security, executive protection providers, travel security.
Family office: Produce a due diligence memo for a prospective hedge fund manager. Captures strategy, track record, drawdowns, gates, side pockets, and fee terms.
Family office: Produce a trust selection memo comparing revocable, irrevocable, marital, asset-protection, special-needs, spendthrift, bypass, generation-skipping, and dynasty trust options.
Family office: Produce an exit tax minimization plan for a principal selling an operating business. Captures business basis, expected proceeds, planning windows, and candidate structures (QSBS, charitable trusts, installment sales).
Qualify groups for non-recourse stock/crypto loans and institutional block trades based on lender criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.
Family office: Produce a checklist an attorney uses to draft or update the principal's will. Captures executor, beneficiaries, specific bequests, residuary, and guardianship.
Detect vulnerabilities in Solidity and Vyper smart contracts with FirePan. Use this skill to run a fast surface scan on a repo, then escalate to a paid full scan or deep audit for authenticated FirePan tenants.
Prepare for strategic account meetings, support selective live guidance, and reconcile post-meeting follow-up while enforcing consolidation, confidence, and anti-repetition guardrails.
Family office: Produce a travel coordination plan — itinerary, hotels, transfers, dining, contingency plans.
Family office: Produce a setup plan for family-office bookkeeping and bill pay operations — software, approvers, reconciliation, internal controls.
Family office: Pillar router for Complexity Management. Classifies a natural-language advisor ask into the matching leaf skill inside the Complexity Management pillar. Catalog rebuild tracked in issue #427.
Run a paired-market basis strategy on Kalshi with mandatory backtest-first gating before trade intents.
Family office: Produce a plan for acquiring and moving a collectible asset (classic car, rare wine, timepiece, sports memorabilia). Example: antique Ferrari from Pebble Beach to Naples.
Family office: Produce a private car coordination plan — operators, drivers, vehicles, standing reservations, billing.
Family office: Produce a personal shopping plan — occasion, budget, brand preferences, sizing, delivery, returns.
Family office: Produce a community engagement plan — relationships with civic, cultural, and nonprofit organizations; time commitments; reputational posture.
Family office: Produce a review memo for a deal the principal sourced themselves. Captures deal sponsor, structure, terms, conflicts, and recommendation.
Family office: Produce a document management plan — DMS choice, folder taxonomy, retention rules, access control.
Family office: Produce an estate plan summary memo — wills, trusts, directives, guardianship, beneficiary designations, and gaps.
Family office: Produce a checklist of every document the CPA needs for tax return preparation. Tailored to the family's entities and income sources.
Family office: Produce a plan for managing external advisors (legal, tax, custodial, insurance, consulting). Captures advisor roster, meeting cadence, fee posture, and performance review.
Family office: Produce an agenda and minutes template for a recurring family meeting — attendees, agenda items, decisions, action items.
Family office: Produce a formation plan for a family foundation — legal structure, initial funding, governance, grant-making policy.
Family office: Produce a family mission statement — values, purpose, principles, and aspirations.
Reconcile CARF/DAC8 exchange-reported crypto transactions against user records, including transfer tracking and optional 1099-DA bridge mode.
Automated grid trading bot for Kraken — profits from BTC volatility using a mechanical, non-directional strategy
Connect to Linear to manage issues, projects, cycles, and team workflows through AI agents. Create and update issues, manage project roadmaps, track sprint cycles, and search across your workspace.
Kraken customer skill that converts user goals into a concrete Kraken action mode (payments, investing, trading, on-chain, automation) and persists each session to SerenDB
Guide Ledger device owners through secure transaction and message signing with explicit support for clear signing and blind signing fallback flows.
Work with Seren Bounty affiliate bounties: customers create and fund verifier-backed bounties; agents join to receive a referral_code and accrue earnings as qualifying events are verified; a release sweep pays matured earnings out of escrow.
AI-powered job search agent that finds hiring managers, researches companies, discovers networking events, generates personalized outreach, and auto-applies to jobs — dual strategy for maximum coverage
Create, manage, and query SerenDB databases through the first-class seren-db publisher.
Family office: Produce a curriculum for educating the next generation on family history, wealth, responsibility, and values. Includes modules, readings, and milestones.
Automated grid trading bot for Coinbase Exchange — profits from price oscillation using a mechanical, non-directional strategy
Connect to Attio CRM to manage contacts, companies, deals, lists, tasks, notes, meetings, and comments through AI agents. Search records, create entries, update pipelines, and manage your sales workflow.
Family office: Produce an annual budget workbook for the family. Captures income sources, fixed expenses, variable expenses, savings targets, and charitable giving.
Family office: Produce a due diligence memo for a prospective real assets manager (infrastructure, commodities, natural resources). Captures asset class, inflation-hedging profile, and yield.
Family office: Produce a long-term portfolio strategy plan for a single family office. Captures time horizon, liquidity needs, return targets, risk tolerance, and constraints; outputs a memo an advisor hands to the principal.
Family office: Produce a memo comparing charitable trust options — CRUT, CRAT, CLT, CLAT — for the family's giving goals.
Family office: Produce a board development plan for the family enterprise — skills matrix, recruitment, education, evaluation.
Family office: Produce a due diligence memo for a prospective venture capital fund. Captures stage focus, sourcing model, portfolio construction, and prior-fund mark-ups.
Deposit up to 5x leveraged cash into Polymarket using Kraken margin trading. Fiat onramp via Kraken Ramp API. Uses Kraken REST API directly — user supplies their own API keys.
Provide two-sided liquidity on Polymarket with rebate-aware quoting, inventory controls, and dry-run-first execution for binary markets.
Compare actual Wells Fargo spending against user-defined monthly budgets per category, calculate variance, and track budget adherence over time.
Search and discover Seren publishers — find the right tool for web scraping, AI search, databases, and more. Use before WebSearch/WebFetch to check if a publisher can do it better.
Track account balances from Wells Fargo statement data with optional manual asset and liability entries to produce a simplified balance sheet and net worth trajectory over time.
Family office: Produce a checklist for healthcare proxy and living will documents — agents, scope, end-of-life directives, HIPAA authorizations.
Family office: Produce a family risk management plan covering cyber, personal security, travel security, reputational risk, and business-continuity. Example: an international trip to a higher-risk region.
Family office: Pillar router for Legacy Preservation. Classifies a natural-language advisor ask into the matching leaf skill inside the Legacy Preservation pillar. Catalog rebuild tracked in issue #427.
Supportive sales-executive coaching skill that runs a Behavior-Attitude-Technique loop, journals completed sales work, tracks pipeline progress in SerenDB, reinforces momentum without pressure, and turns self-directed technique reviews into the next behavior plan.
Deploy and operate hosted skills through the first-class seren-cloud publisher.
Team memory system for family offices. Captures structured institutional knowledge (decisions, assumptions, risks, commitments, open questions), proactively resurfaces relevant context, asks for stale-memory validation, generates pre-meeting briefs and memory digests, and rewards contribution through visible team leverage.
Family office: Produce an ESG / impact investing mandate for the family office. Captures themes, exclusions, measurement framework, and blended-return tolerance.
Family office: Produce a worksheet reviewing all insurance coverage — health, life, property, auto/marine, liability, umbrella, casualty. Captures policies in force, gaps, and renewal dates.
Apollo.io API for people and company enrichment, prospecting, and sales intelligence
Alpaca-branded SaaS delta-neutral trader with MCP-native execution: scores AI disruption risk, builds capped short baskets, adds a configurable long hedge leg, and tracks paper/live PnL in SerenDB.
Family office: Produce a procurement framework for acquiring new insurance coverage — factors to consider, broker RFP structure, policy-terms checklist.
Family office: Produce a family governance charter — principles, decision-making bodies, roles, meeting cadence, conflict-resolution.
Family office: Produce a due diligence memo for a prospective private equity fund. Captures fund vintage, track record, sector focus, fee terms, and J-curve expectations.
Diagnose crypto wallet access-loss scenarios, classify self-recovery feasibility, guide safe local recovery attempts for simple cases, and prepare sponsor handoff summaries for expert-only cases.
Family office: Produce a plan for expedited access to large liquidity when needed (margin, SBLOC, art loan, credit lines).
Sync Claude Code auto-memory files into SerenDB for CLI-only users without Seren Desktop.
Qualify groups for non-recourse stock/crypto loans and institutional block trades based on Ovadiya criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.
Deposit USDC into the AlphaGrowth Base Vault on Euler Finance, collect Supply APY, and periodically compound rewards. Supports dry-run and live execution with local wallet or Ledger signer.
AI-optimized Coinbase Smart DCA bot with single-asset, portfolio, and opportunity-scanner modes using local direct execution and strict safety controls.
Family office: Produce a tax strategy memo for the family. Captures current year tax posture, elections, harvesting opportunities, and planning moves.
Five-phase grant consultant intake for grant readiness. Use when a user needs structured intake for org name, mission, programs, sector selection (workforce, health, green economy, education, housing, arts, agriculture), logic models per program, sector-specific questions, and a Grant Readiness Summary plus Organizational Profile export.
Family office: Pillar router for Capital Allocation. Classifies a natural-language advisor ask into the matching leaf skill inside the Capital Allocation pillar. Catalog rebuild tracked in issue #427.
Assess AI governance maturity for compliance/risk leaders: evaluates 8 domains against NIST AI RMF, EU AI Act, ISO 42001, and OCC SR 11-7 frameworks. Persists results to SerenDB for tracking and follow-up.
Family office: Produce a due diligence memo for an art acquisition — provenance, authentication, condition, insurance, storage, sale consideration.
Family office: Process an incoming GP capital call notice end-to-end — confirm, fund, log, reconcile.
Family office: Produce a 12-month rolling cashflow forecast. Captures inflows, outflows, timing, and cushion requirements.
Family office: Produce a due diligence memo for a direct or co-investment opportunity alongside a sponsor. Captures company, thesis, cap table, terms, and concentration risk.
Family office: Produce a trust situs selection memo comparing Florida, Delaware, Nevada, Wyoming, and the Dakotas on tax, creditor protection, privacy, and administration.
Family office: Produce a password management setup plan — vault choice, account inventory, sharing model, 2FA, recovery.
Family office: Produce a due diligence memo for a prospective ESG or impact-investing manager. Captures mandate, impact metrics, concessionary-return posture, and reporting.
Family office: Produce a checklist for an ongoing investment operations review — custody, reconciliation, fee verification, performance reporting.
Family office: Produce a due diligence memo for a prospective real estate fund. Captures property type, geography, cap rate, leverage, and NOI assumptions.
Family office: Produce a target asset allocation model across public equities, fixed income, alternatives, real assets, and cash. Captures current allocation, target allocation, and drift bands.
Create and manage Google Meet meeting spaces. Generate meeting links, configure meeting settings, and manage active conferences with OAuth authentication.
Create, read, and update Google Docs documents. Supports document creation, content insertion, formatting, and batch updates with OAuth authentication.
Family office: Produce a plan for acquiring a real estate asset — property thesis, financing, entity structure, due diligence, and closing checklist.
Create, read, update, and delete Google Calendar events. Supports free/busy queries, recurring events, multi-calendar management, and meeting scheduling with OAuth authentication.
Monitor Kalshi cross-venue consensus breaks, rank the largest divergences, and summarize what changed since the previous scan.
Create, read, update, and manage files and folders in Google Drive. Upload documents, organize folder structures, search files, and manage sharing permissions with OAuth authentication.
Family office: Top-level natural-language router for the Seren family-office catalog. Classifies an advisor ask into one of three pillars (Capital Allocation, Complexity Management, Legacy Preservation) and delegates to the pillar router, which in turn invokes the matching leaf. Single-family-office tenancy. Catalog rebuild tracked in issue #427.
Family office: Produce a formation plan for a private trust company — jurisdiction, capitalization, board, regulatory requirements.
AI-optimized Kraken DCA bot with single-asset, portfolio, and scanner modes using local direct execution and strict safety controls.
Autonomous trading agent for Kalshi prediction markets using Seren ecosystem
Autonomous living AI agent with GMAC token metabolism, DeFi trading via GDEX SDK, self-replication, swarm coordination, and multi-channel communication — a single Go binary that must trade crypto to survive
Manage SharePoint sites, document libraries, files, folders, and lists via Microsoft Graph API. Browse sites, upload and download files, create folders, copy files, and search across sites with OAuth2 authentication.
Run a paired-market basis strategy on Polymarket with mandatory backtest-first gating before trade intents.
Explain why a Kalshi contract is interesting but not yet tradable, with freshness caveats, near-miss logic, and plain-language watchlist guidance.
Inspect Prophet market creation history for rejected submissions, replayable failures, suspicious patterns, and plausible economic loss scenarios with structured findings for operators.
Use to perform market backtests with PlausibleAI Backtester, including symbol discovery, strategy validation, strategy mining, and batch execution.
Autonomous trading agent for Polymarket prediction markets using Seren ecosystem
Deposit cash into Polymarket with 5x Bitcoin leverage on Hyperliquid. No KYC, no debt, self-custody. Fiat onramp via ZKP2P peer-onramp. Dry-run includes 270-day liquidation risk backtest.
Reinforce repeat Prophet market creation with lightweight status checks, progress tracking, reminder copy, and re-engagement recommendations after first success.
Take referred Prophet users from setup through bounded market creation with referral-aware auth checks, candidate scoring, filtered submission, and clear run reporting.
Score Kalshi contract opportunities with cross-venue divergence plus gap and coil support, then return dry-run trade intents with plain-language rationale.
Secure customer support evidence collection for SerenDesktop incidents. Use when users report failures and need one-click collection of logs, diagnostics, chat history, and screenshots with consent checks, PII redaction, and storage in SerenDB.
AI agent trading skill for Sidepit's 1-second discrete auction exchange — submit orders, subscribe to market data, manage positions, and persist all auction activity to SerenDB via NNG/protobuf API.
Automate web browsers using Playwright with stealth features for screenshots, web scraping, form filling, and browser interactions
Learn how to use skills, add them to threads, invoke them, and create custom skills with Skill Creator
Manage Asana tasks, projects, sections, goals, portfolios, tags, teams, and workspaces through AI agents. Create, update, and organize work items with OAuth token passthrough.
Review-first outreach skill for the default Seren Bucks affiliate program. It bootstraps affiliate context via /programs/discover, mines sent-mail history and address books for candidates, persists them into a skill-owned CRM, proposes an editable daily top-10, drafts outbound and reply batches for approval, reconciles affiliate and reply signals, enforces hard DNC, and returns a manual daily digest.
Lean partner-link distribution skill for the seren-affiliates publisher program portfolio. Operates one publisher program per run. Bootstraps the affiliate profile (registering on first run), caches joined programs in serendb, ingests contacts from a pasted list or from Gmail/Outlook address books, drafts a pitch once per run via seren-models for operator approval, sends approved copy through Gmail (preferred) or Microsoft Outlook, enforces per-program dedupe plus a global unsubscribe list, and reports local plus live conversion and commission stats from seren-affiliates.
Use Seren API directly for agent registration/authentication, account recovery, wallet funding, publisher discovery/execution, payment capability checks, and billing endpoints across api.serendb.com.
Create and manage scheduled HTTP jobs with the seren-cron publisher. Use when users want to create recurring webhook runs, list and inspect existing schedules, update jobs, pause or resume execution, organize jobs into groups, or review run history.
Create or update skills that comply with the Agent Skills specification and Seren repo conventions.
Use when a user has a Form 1099-DA from Kraken and wants to review it, verify it against raw transaction history, or check it for issues before filing Form 8949.
5x leveraged BTC-PERP on Hyperliquid with free USDC withdrawal. No KYC, no debt, self-custody. Dry-run includes 270-day liquidation risk backtest via CoinGecko.
Family office: Produce a private aviation coordination plan — operator roster, preferred aircraft, crew preferences, catering, ground transport.
Monitor gap and coil alignment for Kalshi contracts, map macro support to candidate markets, and explain signal freshness or ambiguity.
Group Wells Fargo transactions by normalized vendor name, rank by total spend and frequency, detect spending trends, and produce top vendor reports with month-over-month deltas.
Lean partner-link distribution skill for the seren-affiliates publisher program portfolio. Operates one publisher program per run. Bootstraps the affiliate profile (registering on first run), caches joined programs in serendb, ingests contacts from a pasted list or from Gmail/Outlook address books, drafts a pitch once per run via seren-models for operator approval, sends approved copy through Gmail (preferred) or Microsoft Outlook, enforces per-program dedupe plus a global unsubscribe list, and reports local plus live conversion and commission stats from seren-affiliates.
Use when a user has a Form 1099-DA from a crypto exchange and wants to review it, understand it, or check it for issues before filing Form 8949.
Cross-chain DeFi trading skill for AI agents — spot trading, perpetual futures, portfolio management, and token discovery on Solana, Sui, and 12+ EVM chains via managed-custody wallets.
Wells Fargo bank statement retrieval skill for Seren Desktop: runtime-authenticated PDF download, transaction parsing, and masked SerenDB sync.
Family office: Produce a strategic philanthropic plan — mission, causes, giving vehicles, budget, metrics, family engagement.
Family office: Produce a succession planning memo for leadership, ownership, and trustee roles across the family enterprise.
Multi-chain Curve gauge yield trading skill with paper-first defaults. Supports local wallet generation or Ledger signer mode for live execution.
Family office: Produce a virtual mailbox setup plan — providers, forwarding rules, scanning cadence, privacy posture.
Read and manage Google Contacts via the People API. Access contact information including names, emails, phone numbers, and organizations with OAuth authentication.
Read and write Google Sheets data, create spreadsheets, manage worksheets, and apply formatting. Supports batch reads, cell updates, and formula operations with OAuth authentication.
Plan and evaluate Spectra PT yield trades using the Spectra MCP server across 10 chains. Use when you need fixed-yield opportunity scans, PT quoting, portfolio simulation, and risk-gated execution handoff.
Route and execute peer-to-peer fiat-to-crypto payment and exchange flows on Peer (ZKP2P), including onramp, offramp, checkout, transfer, LP, vault, analytics, explorer, and activity monitoring paths.
Map Wells Fargo transaction categories to IRS tax line items, calculate estimated quarterly payments, flag deductible expenses, and produce a tax-ready summary with totals per line item.
Generate operating, investing, and financing cash flow statements from Wells Fargo transaction data stored in SerenDB.
Family office: Produce a model comparing ownership options for a leisure asset (full ownership vs fractional vs chartered). Example: jet vs NetJets.
Family office: Produce a specification for consolidated family-office reporting across entities, accounts, and asset classes.
Family office: Produce a due diligence memo for a prospective private credit / private debt manager. Captures strategy, loss history, seniority, covenants, and yield profile.
Family office: Produce a diligence memo for a new business the principal is considering acquiring or starting. Captures thesis, unit economics, key risks, and recommended next steps.
Alpaca-branded SaaS short trader with MCP-native execution: scores AI disruption risk, builds capped short baskets, and tracks paper/live PnL in SerenDB.
Access real-time Google Trends data including interest over time, regional breakdowns, related topics and queries. Supports up to 5 keywords per search, geographic filtering, date ranges, and search property filters.
Generate categorized income statements from Wells Fargo transaction data stored in SerenDB by the bank-statement-processing skill.
Detect and track recurring subscriptions, bills, and regular payments from Wells Fargo transaction data stored in SerenDB.
Agent skill for the Glend DeFi Lend & Borrow protocol by GemachDAO — supply, borrow, repay, withdraw assets and monitor account health on Pharos Testnet (Aave V3), Ethereum, and Base (Compound V2) using viem
Family office: Produce a portfolio risk register. Captures concentration risks, liquidity risks, counterparty risks, tax-lot risks, and mitigations.
Review-first outreach skill for the default Seren Bucks affiliate program. It bootstraps affiliate context via /programs/discover, mines sent-mail history and address books for candidates, persists them into a skill-owned CRM, proposes an editable daily top-10, drafts outbound and reply batches for approval, reconciles affiliate and reply signals, enforces hard DNC, and returns a manual daily digest.
Run a liquidity-filtered paired-market basis strategy on Polymarket with mandatory backtest-first gating before trade intents.
This skill will allow you to deposit 73% of your cash into Polymarket, on Base, with Bitcoin Leverage. Use any supported Payment app on Peer.
Route and execute peer-to-peer fiat-to-crypto payment and exchange flows on Peer (ZKP2P), including onramp, offramp, checkout, transfer, LP, vault, analytics, explorer, and activity monitoring paths.
Take referred Prophet users from setup through bounded market creation with referral-aware auth checks, candidate scoring, filtered submission, and clear run reporting.
Inspect Prophet market creation history for rejected submissions, replayable failures, suspicious patterns, and plausible economic loss scenarios with structured findings for operators.
Deposit USDC into the AlphaGrowth Base Vault on Euler Finance, collect Supply APY, and periodically compound rewards. Supports dry-run and live execution with local wallet or Ledger signer.
Reinforce repeat Prophet market creation with lightweight status checks, progress tracking, reminder copy, and re-engagement recommendations after first success.