skills/research/SKILL.md
This skill should be used when the user asks to "find papers", "search academic literature", "find citations", "literature search", "find research on", "what does the literature say about", or any request to search for academic papers across multiple sources.
npx skillsauth add edwinhu/workflows researchInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Multi-source academic search with deduplication, DOI resolution, and journal filtering.
Always read ${CLAUDE_SKILL_DIR}/../google-scholar/domain-knowledge.local.md before presenting results.
NEVER run the sources manually in sequence. ALWAYS use the research script. This is not negotiable.
uv run python3 "${CLAUDE_SKILL_DIR}/scripts/research.py" "<query>" [--n 50] [--min-citations N]
The script parallelizes all sources and DOI resolution automatically. Doing it manually serializes everything and triples wall time.
| Source | Tool | Strength | Default |
|--------|------|----------|---------|
| scholar lookup | Keyword/citation-ranked | Finance classics, foundational papers | ✅ |
| consensus CLI | Empirical corpus, sorted by citations | Accounting/finance empirical literature | ✅ |
| Paperpile bib | Personal library (My Library.bib) | Papers already in your collection | ✅ |
| scholar search | NL semantic | Law reviews, conceptual literature | opt-in (--scholar-search) |
scholar search is opt-in because it shares rate limits with scholar lookup and 429s when run in parallel. Add --scholar-search when you specifically want semantic/NL results.
The script outputs a JSON array. Each paper has:
{
"title": "...",
"authors": ["..."],
"year": 2023,
"journal": "...", // original journal label (may be SSRN)
"journal_resolved": "...", // CrossRef-resolved journal (present if SSRN label was resolved)
"doi": "...",
"citations": 150,
"takeaway": "...",
"url": "...",
"sources": ["lookup", "consensus"] // all sources that returned this paper
}
After running the script, read ${CLAUDE_SKILL_DIR}/../google-scholar/domain-knowledge.local.md and cross-reference each paper's effective journal (use journal_resolved if present, else journal) against the trusted list:
sources: ["lookup", "consensus"] (multiple sources) = higher confidencebib source = already in user's library (flag with 📚)★ [Title](url) — Authors (Year), *Journal*, N citations [sources]
> Takeaway: ...
📚 ★ [Title](url) — Authors (Year), *Journal* [in your library]
> Takeaway: ...
Trusted papers first (sorted by citations desc), then non-trusted in a collapsed table.
uv run python3 research.py "<query>".mcp__consensus__search → STOP. It is rate-limited to 3 results; the script uses the CLI binary automatically.journal field when journal_resolved is present → STOP. The SSRN label hides the real venue; always prefer journal_resolved.# Standard search
uv run python3 "${CLAUDE_SKILL_DIR}/scripts/research.py" "mandatory disclosure"
# With citation floor
uv run python3 "${CLAUDE_SKILL_DIR}/scripts/research.py" "poison pill" --min-citations 50
# More results from Consensus
uv run python3 "${CLAUDE_SKILL_DIR}/scripts/research.py" "corporate governance" --n 100
# Disable streaming (wait for all sources, output pretty-printed JSON)
uv run python3 "${CLAUDE_SKILL_DIR}/scripts/research.py" "mandatory disclosure" --no-stream
Without --stream, the script waits for all four sources before emitting anything — Consensus takes ~60s, so fast sources (bib <1s, Scholar ~10s) sit idle.
With --stream, the script emits one NDJSON line per event as it happens:
{"event": "source", "source": "bib", "papers": [...]}
{"event": "source", "source": "scholar-lookup", "papers": [...]}
{"event": "source", "source": "scholar-search", "papers": [...]}
{"event": "source", "source": "consensus", "papers": [...]}
{"event": "final", "papers": [...]}
source events: raw papers from each source as it completes (may have duplicates across sources)final event: deduplicated + CrossRef-resolved unified setProcess source events as they arrive to present early results; use final for the complete deduplicated list. Pass --no-stream for batch mode (pretty-printed JSON after all sources complete).
development
Build the meeting-level proxy-voting × ownership panel on the WRDS SGE grid — ISS N-PX fund votes reduced to (item × block) direction cells, joined to institutional and mutual-fund ownership. Use when working with risk.voteanalysis_npx, N-PX fund-level votes, ISS→CRSP fund linking, index/passive/active voting blocks, or a proxy-voting panel that needs ownership attached.
development
Use when "CRSP CIZ", "CRSP v2", "CRSP flat file format 2.0", "crsp.dsf_v2 / msf_v2", "StkDlySecurityData", "StkMthSecurityData", "StkSecurityInfoHist", "stocknames_v2", "DlyRet / MthRet / DlyPrc / MthPrc", "SHRCD or EXCHCD equivalent in new CRSP", "SIZ to CIZ migration", "CRSP data after 2024", "CRSP delisting returns", "CRSP cumulative adjustment factors", "CRSP index INDNO / INDFAM", or any CRSP stock/index query where the legacy SIZ column names no longer exist.
development
Use when linking or deduping datasets by entity name rather than a shared key — 'fuzzy match', 'fuzzy name matching', 'entity resolution', 'record linkage', 'match company/person names', 'dedupe entity names', 'name-based join', 'bridge identifiers' (CIK ↔ permno ↔ gvkey ↔ wficn ↔ EIN ↔ personid), or any use of char n-gram TF-IDF, cosine similarity on names, `sparse_dot_topn`, or RapidFuzz at scale.
development
Use when building a publication-quality table in Python — 'regression table', 'results table', 'summary statistics table', 'etable', 'coefplot', 'great_tables', 'GT', 'gt table', 'format a table for the paper', 'export table to LaTeX/HTML', significance stars, spanners, or column formatting for a table headed into a paper, slide deck, or notebook.