Data & AI skills

Reverse-lookup glossary that turns a vague description of a web animation or motion effect into its exact term ("the bouncy thing when a popover opens" → Pop in; "the iOS rubber-band scroll" → Rubber-banding). Use when the user asks "what's it called when…", or describes a motion effect without knowing its name and wants the right word to prompt an AI or designer with. For naming an effect, not designing or building one.

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Operational knowledge for the daily-brief digest pipeline (this project). RSS/API fetchers, pluggable LLM enrichment (default claude CLI on Max; also anthropic/openai/deepseek/minimax API), trading section, HTML rendering, cross-platform scheduler integration (Windows Task Scheduler / macOS launchd / Linux cron). Load when the user asks about running daily / regenerating sections / debugging a failed run / adding or disabling sources / LLM quota / scheduler / why a tab shows wrong data / why a source failed / switching LLM backend. Always prefer the documented npm commands over re-implementing logic. Diagnose by reading logs/daily-*.log first, then logs/llm-calls.jsonl for LLM-side issues.

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Add or revise source-level JSDoc for Shift APIs. Use this skill before writing or editing documentation comments for exported classes, methods, constructors, domain data structures, render frames, reactive state, or any API where caller intent, side effects, lifetime, ownership, or nullability are easy to misunderstand.

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When a founder needs to qualify inbound leads, define their ICP, build a lead scoring model, set MQL criteria, or route prospects through pipeline stages. Activate when the user mentions lead scoring, ICP, MQL, SQL, lead qualification, inbound leads, or pipeline design.

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When the user needs to draft, review, or update a privacy policy for their product, or needs to understand data privacy obligations across jurisdictions.

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When the user wants to prepare a due diligence data room for fundraising, or when an investor has requested additional materials after a pitch. Also activates for "data room", "due diligence", "DD checklist", or "what documents do investors need?".

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Pulls financial statement numbers for US public companies straight from SEC EDGAR's free official XBRL APIs (companyfacts, companyconcept, frames, submissions) into a cited table. Every value carries its accession number, form, fiscal period, filed date, XBRL tag and a link to the filing, and the tool handles fiscal-year ends, quarterly vs YTD vs TTM, derived Q4, restatements and units. Use this whenever the user wants 10-K numbers or 10-Q numbers, says "pull financials for", asks for public company revenue, net income, EPS, cash, debt or capex, wants comps or a competitor side-by-side, a credit check, prospect research, or model inputs, or mentions SEC filings or EDGAR, even if they never say XBRL. Free and primary-source, no paid data terminal needed. Do not use it for private companies, stock prices or valuation multiples.

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Generate 30+ LinkedIn posts that attract your target prospects. Creates industry insights, thought leadership, engagement prompts, and comment strategies. Use when building personal brand to attract inbound leads through social selling.

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Predicts client renewal likelihood based on health score signals. Analyzes engagement, support, adoption, satisfaction, billing, stakeholder, and usage data to calculate a weighted Health Score (0-100), classify renewal risk, and generate a prioritized action plan with early warning signals and recommended save plays.

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Construct statistical arguments for MVP/awards. Narrative framing, comparison to past winners, advanced metrics, counter-arguments.

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TAM/SAM/SOM calculator with deep market research. Produces comprehensive market-sizing.md with top-down and bottom-up estimates, methodology, data sources, assumptions, sensitivity ranges, growth projections, competitive landscape, and Mermaid visualizations. Use when user needs market size estimates, addressable market analysis, go-to-market sizing, investor-ready market analysis, or business plan market validation.

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Deep-scan any tools you connect (CRM, email, support, reviews, analytics, billing, database) to produce a data-grounded Ideal Customer Profile and a reusable persona library. Read-only by default. Use when you need to define or refresh your ICP, build buyer personas from real data instead of guesses, or generate the persona inputs that the customer-panel-of-experts and prospect-panel-simulator skills consume.

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Input your best customers and find 100+ companies that match the profile. Uses firmographic data, tech stack, growth signals, and similarity scoring to identify ideal prospects. Use when building target account lists or expanding to new markets.

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Builds a custom lead scoring model for a business. Takes ICP definition, historical win/loss data, CRM export. Analyzes which attributes correlate with closed-won deals. Generates lead-scoring-model.md with scoring dimensions, point values, thresholds, CRM implementation guide, and validation methodology. Can also score a batch of current leads against the model.

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Wire a System One model (Jev, or an open reproduction like Von) into a product feature — routing, guardrails, scoring, classification. Use when replacing an LLM call that returns a label rather than prose, when adding a typed decision to an agent loop, or when deciding between the hosted Jev API and a local open model. Covers question design, the eval-set-first workflow, threshold calibration, confidence gates, and the traps measured on real data.

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Transform raw data from CSVs, Google Sheets, or databases into executive-ready reports with visualizations, key metrics, trend analysis, and actionable recommendations. Creates data-driven narratives for leadership. Use when users need to turn spreadsheets into executive summaries or board reports.

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Extract and analyze data from invoices, receipts, bank statements, and financial documents. Categorize expenses, track recurring charges, and generate expense reports. Use when user provides financial PDFs or images.

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Designs and builds ETL/ELT data pipelines. Takes data sources, destination, transformation requirements. Generates pipeline code (Python/SQL), scheduling config, error handling, monitoring setup, and data quality checks. Outputs data-pipeline-spec.md + implementation files.

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Cleans up CRM data from HubSpot, Salesforce, Pipedrive, Zoho, Close, Attio, or any CRM CSV export. Finds duplicate contacts and companies with fuzzy matching (not just exact email), normalizes emails, phones to E.164, names, domains, states, and countries, flags stale, invalid, role, and test records, finds broken contact-company associations, and produces a reviewable merge plan plus import-ready files without touching the live CRM. Use this skill whenever the user wants to dedupe, find or merge duplicate contacts, merge companies or accounts, clean up a CRM, prep a CRM migration or re-import, or says the CRM export is a mess. Also use it when they mention only one symptom, like "the same person is in here three times", "half our leads are junk", or "our company records don't match".

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Prepare YOUR data room for a fundraise, acquisition, or bank diligence -- builds the checklist for your deal stage, sweeps your folders for what you already have, produces a gap report, and organizes everything into the structure buyers and investors expect. The sell-side complement to cowork-deal-room.

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Search and extract contact information for people or companies including names, phone numbers, emails, job titles, and LinkedIn profiles. Aggregates data from multiple sources and provides enriched contact details. Use when users need to find contact information, build prospect lists, or enrich existing contact data.

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Background context for the Electronic Bookkeeping Act (電子帳簿保存法) in the shinkoku tax filing plugin. Contains requirements for electronic bookkeeping, scanner storage, mandatory electronic transaction data storage, and shinkoku's compliance status. This skill is not user-invocable — Claude loads it automatically when responding to electronic bookkeeping compliance questions.

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This skill manages furusato nozei (hometown tax) donations. Use when the user wants to register donation data, read donation receipts, check deduction limits, or manage their furusato nozei records. Trigger phrases: "ふるさと納税", "furusato", "寄附金", "寄付金", "ふるさと納税の控除", "寄附金受領証明書", "ワンストップ特例".

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This skill should be used when the user wants to record bookkeeping entries (仕訳), import transaction data from CSV files, receipts, or invoices, or manage their general ledger. Trigger phrases include: "仕訳を入力", "仕訳登録", "CSVを取り込む", "レシートを読み込む", "請求書を取り込む", "帳簿を付ける", "経費を記録", "売上を記録", "仕訳を修正", "仕訳を検索", "仕訳を削除", "取引を登録", "帳簿の初期化".

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