.cursor/skills/plan-mode-banking/SKILL.md
Orchestrates context gathering and architecture planning for banking features. Triggers automatically in Plan Mode when discussing new features, architecture decisions, or system design.
npx skillsauth add hgchrre/finserv-webinar plan-mode-bankingInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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When entering Plan Mode for a new feature, run these agents in parallel to gather context before planning.
Launch these 4 agents simultaneously:
Task: Analyze Convex schema for relevant tables
Prompt: "List all tables in convex/schema.ts that relate to [feature].
For each, show: table name, key fields, relationships to other tables."
Task: Find existing UI components
Prompt: "Search components/ for any existing components related to [feature].
List: file path, what it displays, data sources it uses."
Task: Map available Convex functions
Prompt: "List all queries and mutations in convex/ related to [feature].
Show: function name, parameters, return type."
Task: Identify existing patterns to follow
Prompt: "Find examples in the codebase of similar features.
Note: data fetching patterns, component structure, styling approach."
After context gathering completes, run:
Task: banking-architecture-planner
Prompt: "Plan [feature] implementation. Context from previous agents:
- Schema: [summary]
- Components: [summary]
- APIs: [summary]
- Patterns: [summary]
Evaluate against banking pillars and output implementation plan."
Combine into a planning document:
## [Feature] Implementation Plan
### Context Summary
- **Data model**: [relevant tables/fields]
- **Existing components**: [reusable pieces]
- **Available APIs**: [queries/mutations to use]
- **Patterns to follow**: [established conventions]
### Architecture Assessment
[Output from banking-architecture-planner]
### Implementation Tasks
1. [Task] — [pillar tag]
2. [Task] — [pillar tag]
development
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