96 skills
testing
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
testing
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
development
Query documented public database APIs with explicit endpoints, filters, pagination, and provenance. Use when a scientific, regulatory, financial, or other database-backed fact must be retrieved reproducibly from a named source rather than inferred from general knowledge.
tools
Search 78 public scientific, biomedical, materials science, and economic databases via REST APIs. Covers physics/astronomy (NASA, NIST, SDSS, SIMBAD), earth/environment (USGS, NOAA, EPA), chemistry/drugs (PubChem, ChEMBL, DrugBank, FDA, KEGG, ZINC, BindingDB), materials (Materials Project, COD), biology/genomics (Reactome, UniProt, STRING, Ensembl, NCBI Gene, GEO, GTEx, PDB, AlphaFold, InterPro, BioGRID, Gene Ontology, dbSNP, gnomAD, ENCODE, Human Protein Atlas, Human Cell Atlas), disease/clinical (COSMIC, Open Targets, ClinicalTrials.gov, OMIM, ClinVar, GDC/TCGA, cBioPortal, DisGeNET, GWAS Catalog), regulatory (FDA, USPTO, SEC EDGAR), economics/finance (FRED, World Bank, US Treasury), demographics (US Census, Eurostat, WHO). Use when looking up compounds, genes, proteins, pathways, variants, clinical trials, patents, economic indicators, or any public database API query.
development
VDR Index Setup skill for Datasite deal rooms. Use this skill whenever a user wants to create, propose, design, or set up a Virtual Data Room (VDR) index or folder structure for a deal. Triggers include: "set up a data room", "create a VDR index", "build a deal room structure", "prepare the index", "set up the fileroom", "I need a data room for [deal/company]", or any request to organise or structure documents for due diligence. Also triggers when a user wants to replicate an existing deal room structure or import an index from a spreadsheet or reference deal. This skill MUST be used whenever the user is starting a new deal room or wants to customise the folder hierarchy before documents are uploaded. Do not use to audit or review an existing data room — use gap-analysis, document-quality-check, or risk-analysis-audit for that.
development
Launch Readiness Orchestrator skill for Datasite deal rooms. Use this skill whenever a deal team wants a single pre-go-live readiness check across their data room — combining gap analysis, document quality audit, and risk review into one consolidated "is the room ready?" view. Triggers include: "are we ready to go live", "launch readiness check", "pre-launch audit", "data room readiness", "can we launch", "is the data room ready", "run a full readiness check", "go-live checklist", "pre-launch checklist", or any request to get a single overall assessment before opening the data room to buyers. Use proactively whenever a deal team is approaching their go-live date and wants a structured sign-off view. Do not use other individual audit skills (gap-analysis, document-quality-check, risk-analysis-audit) when this skill is active — this skill orchestrates all three in one pass.
testing
Unified Azure cost management: query historical costs, forecast future spending, and optimize to reduce waste. WHEN: "Azure costs", "Azure spending", "Azure bill", "cost breakdown", "cost by service", "cost by resource", "how much am I spending", "show my bill", "monthly cost summary", "cost trends", "top cost drivers", "actual cost", "amortized cost", "forecast spending", "projected costs", "estimate bill", "future costs", "budget forecast", "end of month costs", "how much will I spend", "optimize costs", "reduce spending", "find cost savings", "orphaned resources", "rightsize VMs", "cost analysis", "reduce waste", "unused resources", "optimize Redis costs", "cost by tag", "cost by resource group", "AKS cost analysis add-on", "namespace cost", "cost spike", "anomaly", "budget alert", "AKS cost visibility". DO NOT USE FOR: deploying resources, provisioning infrastructure, diagnostics, security audits, or estimating costs for new resources not yet deployed.
development
Guides Stripe integration decisions across API selection (Checkout Sessions vs PaymentIntents), Connect platform setup (Accounts v2, controller properties), billing/subscriptions, tax and registrations (Stripe Tax, automatic_tax, product tax codes), Treasury financial accounts, integration options (Checkout, Payment Element), migrating from deprecated Stripe APIs, and security best practices (API key management, restricted keys, webhooks, OAuth). Use when building, modifying, or reviewing any Stripe integration, including accepting payments, building marketplaces, integrating Stripe, processing payments, setting up subscriptions, collecting sales tax, VAT, or GST, creating connected accounts, or implementing secure key handling.
development
Guides Stripe integration decisions across API selection (Checkout Sessions vs PaymentIntents), Connect platform setup (Accounts v2, controller properties), billing/subscriptions, tax and registrations (Stripe Tax, automatic_tax, product tax codes), Treasury financial accounts, integration options (Checkout, Payment Element), migrating from deprecated Stripe APIs, and security best practices (API key management, restricted keys, webhooks, OAuth). Use when building, modifying, or reviewing any Stripe integration, including accepting payments, building marketplaces, integrating Stripe, processing payments, setting up subscriptions, collecting sales tax, VAT, or GST, creating connected accounts, or implementing secure key handling.
testing
Azure cost management: query costs, forecast spending, optimize to reduce waste. WHEN: "Azure costs", "Azure bill", "cost breakdown", "how much am I spending", "forecast spending", "optimize costs", "reduce spending", "orphaned resources", "rightsize VMs", "cost spike", "reduce storage costs", "AKS cost". DO NOT USE FOR: deploying resources, provisioning, diagnostics, or security audits.
testing
Query token security audit to detect scams, honeypots, and malicious contracts before trading. Returns comprehensive security analysis including contract risks, trading risks, and scam detection. Use when users ask "is this token safe?", "check token security", "audit token", or before any swap.
development
Matter budgeting and ongoing WIP/variance monitoring. Build phase-based fee estimates at matter setup, run bottom-up budgets by jurisdiction or workstream, calculate contingency, and structure AFA arrangements (fixed fee, capped fee, phased fixed fees). Ongoing monitoring: WIP tracking against budget, proportionality assessment (spend vs progress), variance commentary with root cause analysis, forecast-to-complete, realisation monitoring, write-off analysis. Trigger on: 'build a budget', 'fee estimate', 'what will this cost', 'WIP review', 'budget vs actual', 'how are we tracking against budget', 'we're over budget', 'realisation is poor', 'what's our ETC', 'budget for the German workstream', 'model the financial impact of this scope change', 'draft a fee adjustment', 'write-off analysis', 'how much contingency', 'AFA structure', 'fixed fee estimate', 'budget update', 'forecast to complete'.
tools
Operational billing execution for legal matters. Monthly bill prep and billing instructions, LC invoice review and disbursement treatment, client billing query responses, cashflow modelling (LC payment obligations vs client receipts), and leverage and burn analysis (staffing mix, predicted total cost, margin trajectory). Trigger on: 'prepare the bill', 'billing instruction', 'end of month billing', 'LC invoice', 'local counsel invoice', 'pass through as disbursement', 'client querying the invoice', 'billing dispute', 'cashflow gap', 'when will we get paid', 'LC payment due', 'leverage analysis', 'staffing mix', 'predicted total cost', 'burn rate by grade', 'are we on track', 'what will this matter cost'.
testing
This skill provides an advanced financial modeling suite with DCF analysis, sensitivity testing, Monte Carlo simulations, and scenario planning for investment decisions
testing
This skill calculates key financial ratios and metrics from financial statement data for investment analysis
tools
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
testing
Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".
tools
Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".
development
Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".
development
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".