141 skills · sorted by relevance
Prepare for Chinese wealth management client meetings with performance summaries, talking points, and relationship context. Adapted from the original client-review skill for A-share portfolios and Chinese client conventions. Triggers on "A股客户回顾", "客户会议准备", "client review China", "wealth client review", "客户回访准备", or "prepare for client meeting [client]".
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Generate client-facing performance reports for Chinese wealth management clients. Adapted from the original client-report skill for A-share portfolios, Chinese regulatory requirements, and local reporting conventions. Triggers on "A股客户报告", "客户持仓报告", "client report China", "wealth report A-share", "客户业绩报告", or "portfolio report for [client]".
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Use this skill when gathering, structuring, and documenting requirements for a Financial Services Cloud (FSC) wealth management implementation — including financial planning workflow discovery, portfolio review process mapping, client lifecycle requirements, advisor tooling needs, and FSC architecture determination (managed package vs. FSC Core). Trigger keywords: wealth management requirements, FSC requirements gathering, financial planning workflow, portfolio review process, advisor tools setup, FSC data model scoping, wealth management process mapping. NOT for implementation, configuration, or code — use financial-account-setup, fsc-action-plans, or apex/fsc-financial-calculations for those. NOT for FSC architecture decisions — use architect/wealth-management-architecture. NOT for Health Cloud or NPSP requirements.
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Draft letters for seller-led M&A processes, including initial offer instructions, final bid requirements, and management meeting invitations. Organize deadlines, submission details, evaluation criteria, and meeting logistics into Word documents for client review.
Manage separate workspaces for legal matters across multiple clients. Create matter records, list and switch active matters, archive closed work, or return to practice-level context while keeping each matter's information separate by default.
Assess Wi-Fi disconnection and reconnection behavior using deauthentication and disassociation tests. The skill covers client targeting, handshake capture, protected management frames, transmission scope and rate, and reporting observed effects and detection signals.
Azure API Management SDK for Python. Use for managing APIM services, APIs, products, subscriptions, and policies. Triggers: "azure-mgmt-apimanagement", "ApiManagementClient", "APIM", "API gateway", "API Management".
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Azure AI Search SDK for .NET (Azure.Search.Documents). Use for building search applications with full-text, vector, semantic, and hybrid search. Covers SearchClient (queries, document CRUD), SearchIndexClient (index management), and SearchIndexerClient (indexers, skillsets). Triggers: "Azure Search .NET", "SearchClient", "SearchIndexClient", "vector search C#", "semantic search .NET", "hybrid search", "Azure.Search.Documents".
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Azure Event Hubs SDK for .NET. Use for high-throughput event streaming: sending events (EventHubProducerClient, EventHubBufferedProducerClient), receiving events (EventProcessorClient with checkpointing), partition management, and real-time data ingestion. Triggers: "Event Hubs", "event streaming", "EventHubProducerClient", "EventProcessorClient", "send events", "receive events", "checkpointing", "partition".
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管理咨询 (管理咨询 (Management Consulting) — 战略与管理咨询的职业认知操作系统，从业者/咨询顾问/想入行者/采购咨询服务的客户视角。覆盖: (a) 第一性张力 — 假设驱动 (hypothesis-driven / answer-first / Day-1 answer) 的「先有答案再验证」⇄ 数据驱动 (data-led / bottom-up) 的「先穷尽事实再归纳」，这行的核心张力是「先射箭再画靶 vs 先画靶再射箭」，资深人偏 top-down 假设树减少 boil-the-ocean，但要时刻防 confirmation bias; 以及更深层的张力 — 「卖洞见 (insight / so-what) vs 卖工时 (analysis / 体力)」，「客户影响 (client impact / 落地) vs 智识严谨 (intellectual rigor / 漂亮 deck)」; (b) 方法论正典 (最标准化、最易蒸出高质量) — MECE (相互独立完全穷尽)、issue tree / logic tree (问题树/逻辑树)、hypothesis-driven problem solving (假设驱动)、Pyramid Principle (Minto 金字塔原理: SCQA 情境-冲突-疑问-回答 + 结论先行 + 自上而下 + 归纳/演绎)、80/20 (帕累托/抓大放小)、so-what (所以呢/洞见提炼)、storyline (故事线/ghost deck 鬼影稿)、driver tree / profit tree、2x2 矩阵、value chain、frameworks (Porter 五力/3C/4P/7S/BCG 矩阵/价值链) 既是脚手架也是陷阱 (套框架 vs 真洞见); (c) 行业结构 — MBB (McKinsey/BCG/Bain 战略三巨头) vs Big Four 咨询臂 (Deloitte/PwC Strategy&/EY-Parthenon/KPMG) vs 精品战略所 (Oliver Wyman/Kearney/Roland Berger/L.E.K./Arthur D. Little) vs 专业/职能 boutique (运营/数字化/PE 尽调); up-or-out (非升即走)、leverage model (杠杆模型: 1 个合伙人带多个 EM/咨询师/分析师的金字塔)、partner/principal/EM(项目经理)/associate(咨询师)/analyst(分析师) 职级; (d) 项目交付模型 (the case/study/engagement) — 提案/SOW (scope of work)、problem definition (问题定义/真问题 vs 表象问题)、workplan (工作计划)、hypothesis tree (假设树)、analysis (分析/建模)、synthesis (综合)、recommendation (建议)、implementation (落地); 客户管理 (steering committee 指导委员会、stakeholder 利益相关方、对齐); (e) 产出物 — the deck (PPT 幻灯片是咨询的母语)、executive summary、action title (行动标题/每页一句话结论)、ghost deck (先搭骨架后填数据)、Excel 财务模型、framework 图; (f) 职业/招聘 — case interview 生态 (案例面试: Victor Cheng LOMS/Case in Point/market sizing 市场估算/估算题/fit 行为面)、网申-笔试-案例面、up-or-out、exit options (退出路径: PE/VC/corp dev 企业发展/战略岗/创业/industry); (g) 争议/批判 — 咨询的价值之辩 (「借你的表告诉你时间」「frameworks 是剧场表演 vs 真洞见」Matthew Stewart《The Management Myth》)、McKinsey 的丑闻 (Purdue 阿片类/独裁政府/ICE/利益冲突, Bogdanich & Forsythe《When McKinsey Comes to Town》)、咨询 vs 自建战略部、generalist 通才 vs specialist 专才之争、AI/GenAI 对初级分析师工作的冲击; (h) 流派 — 战略经典 (Porter 定位学派/五力 vs 资源基础观 RBV vs 蓝海战略 Kim&Mauborgne vs 颠覆式创新 Christensen vs Mintzberg 应急战略批判 planning school); 三巨头气质分野 (McKinsey 事实驱动/CEO 信任/通才, BCG 概念/思想领导力/经验曲线/增长-份额矩阵, Bain 结果导向/NPS 净推荐值/PE 关系/与客户深度绑定)。不含: 投行 M&A/财务顾问 (估值/承销超出范畴)、纯 IT 实施/系统集成 (SI 人力外包)、纯审计/税务、纯人力 RPO/猎头、内部战略部 only (虽相关但本 skill 聚焦专业服务咨询的外部视角)。) Master OS — automated mastery of 管理咨询 (Management Consulting) — 战略与管理咨询的职业认知操作系统，从业者/咨询顾问/想入行者/采购咨询服务的客户视角。覆盖: (a) 第一性张力 — 假设驱动 (hypothesis-driven / answer-first / Day-1 answer) 的「先有答案再验证」⇄ 数据驱动 (data-led / bottom-up) 的「先穷尽事实再归纳」，这行的核心张力是「先射箭再画靶 vs 先画靶再射箭」，资深人偏 top-down 假设树减少 boil-the-ocean，但要时刻防 confirmation bias; 以及更深层的张力 — 「卖洞见 (insight / so-what) vs 卖工时 (analysis / 体力)」，「客户影响 (client impact / 落地) vs 智识严谨 (intellectual rigor / 漂亮 deck)」; (b) 方法论正典 (最标准化、最易蒸出高质量) — MECE (相互独立完全穷尽)、issue tree / logic tree (问题树/逻辑树)、hypothesis-driven problem solving (假设驱动)、Pyramid Principle (Minto 金字塔原理: SCQA 情境-冲突-疑问-回答 + 结论先行 + 自上而下 + 归纳/演绎)、80/20 (帕累托/抓大放小)、so-what (所以呢/洞见提炼)、storyline (故事线/ghost deck 鬼影稿)、driver tree / profit tree、2x2 矩阵、value chain、frameworks (Porter 五力/3C/4P/7S/BCG 矩阵/价值链) 既是脚手架也是陷阱 (套框架 vs 真洞见); (c) 行业结构 — MBB (McKinsey/BCG/Bain 战略三巨头) vs Big Four 咨询臂 (Deloitte/PwC Strategy&/EY-Parthenon/KPMG) vs 精品战略所 (Oliver Wyman/Kearney/Roland Berger/L.E.K./Arthur D. Little) vs 专业/职能 boutique (运营/数字化/PE 尽调); up-or-out (非升即走)、leverage model (杠杆模型: 1 个合伙人带多个 EM/咨询师/分析师的金字塔)、partner/principal/EM(项目经理)/associate(咨询师)/analyst(分析师) 职级; (d) 项目交付模型 (the case/study/engagement) — 提案/SOW (scope of work)、problem definition (问题定义/真问题 vs 表象问题)、workplan (工作计划)、hypothesis tree (假设树)、analysis (分析/建模)、synthesis (综合)、recommendation (建议)、implementation (落地); 客户管理 (steering committee 指导委员会、stakeholder 利益相关方、对齐); (e) 产出物 — the deck (PPT 幻灯片是咨询的母语)、executive summary、action title (行动标题/每页一句话结论)、ghost deck (先搭骨架后填数据)、Excel 财务模型、framework 图; (f) 职业/招聘 — case interview 生态 (案例面试: Victor Cheng LOMS/Case in Point/market sizing 市场估算/估算题/fit 行为面)、网申-笔试-案例面、up-or-out、exit options (退出路径: PE/VC/corp dev 企业发展/战略岗/创业/industry); (g) 争议/批判 — 咨询的
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Design agency client management. TRIGGERS - Use when user needs help with agency-client-management related tasks.
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Design agency client management. TRIGGERS - Use when user needs help with agency-client-management related tasks.
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Keep client and matter context in separate workspaces. Create folders with key facts, history, and notes, switch the active matter, list ongoing work, and archive closed matters while preserving their files.
Azure AI Projects SDK for Java. High-level SDK for Azure AI Foundry project management including connections, datasets, indexes, and evaluations. Triggers: "AIProjectClient java", "azure ai projects java", "Foundry project java", "ConnectionsClient", "DatasetsClient", "IndexesClient".
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You are an expert in Apollo Client, the comprehensive GraphQL client for React applications. You help developers fetch data with GraphQL queries and mutations, manage local and remote state with Apollo's normalized cache, implement optimistic UI updates, handle pagination, and configure authentication — providing a complete data management solution for GraphQL-powered apps.
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Client reporting, quality assurance, and financial operations management. Handles KPI frameworks, compliance audits, budget tracking, and launch checklists. Use when: managing client dashboards, ensuring brand compliance, conducting QA reviews, tracking marketing spend, ensuring GDPR/CAN-SPAM compliance, handling a request to delete someone's data across the marketing stack, deciding whether an AI voice or AI presenter has to be disclosed, proofreading deliverables. Also triggers on: client reporting, QA, quality assurance, brand compliance, marketing budget, financial tracking, legal compliance, GDPR, CAN-SPAM, proofreading, launch checklist, right to erasure, right to be forgotten, data deletion request, DSAR, someone asked us to delete their data, do we delete or suppress, suppression list, they unsubscribed and we emailed them again, we deleted them and they came back, restored a backup and re-emailed people, custom audience still has deleted contacts, California Delete Act, DROP, data broker deletion, enrichment records disappearing
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Use when setting up or auditing a dedicated Salesforce integration user — Salesforce Integration user license, API-only profile, permission set layering, MFA waiver, and login monitoring. NOT for creating human users, roles, or login hours — use admin/user-management. NOT for login IP ranges, session lifetime, or OAuth client-credential hardening — use security/api-only-user-hardening. Trigger keywords: service account, API-only user, run-as user, client credentials execution user, LoginHistory, REQUEST_LIMIT_EXCEEDED, integration login failure.
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Azure AI Projects SDK for Java. High-level SDK for Azure AI Foundry project management including connections, datasets, indexes, and evaluations. Triggers: "AIProjectClient java", "azure ai projects java", "Foundry project java", "ConnectionsClient", "DatasetsClient", "IndexesClient".
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Client reporting, quality assurance, and financial operations management. Handles KPI frameworks, compliance audits, budget tracking, and launch checklists. Use when: managing client dashboards, ensuring brand compliance, conducting QA reviews, tracking marketing spend, ensuring GDPR/CAN-SPAM compliance, proofreading deliverables. Also triggers on: client reporting, QA, quality assurance, brand compliance, marketing budget, financial tracking, legal compliance, GDPR, CAN-SPAM, proofreading, launch checklist
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Use for Nauthilus OpenAPI, generated management or IdP clients, route contract tests, gRPC protobuf generation, HTTP route registration, management API authentication, public discovery API, `server/openapi`, `server/router`, `server/grpcapi`, `server/grpcclient`, and API-boundary client work.
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MUST USE for building FastAPI/REST API applications with Aerospike database (aerospike-py Rust/PyO3 async client). Covers AsyncClient lifespan management, FastAPI Depends injection, aerospike_py exception-to-HTTP-status mapping (RecordNotFound→404, RecordExistsError→409, BackpressureError→503, AerospikeTimeoutError→504), POLICY_EXISTS_CREATE_ONLY/UPDATE_ONLY for CRUD semantics, NamedTuple attribute access (record.bins not tuple unpacking), client.ping() readiness probe, batch_read returning dict, batch_write with in_doubt retry signal, and global AerospikeError handler. Triggers on: FastAPI + Aerospike, REST API + aerospike-py, CRUD API with Aerospike, client.ping() health probe, batch_read/batch_write endpoint, web server/HTTP service backed by Aerospike NoSQL, uvicorn + Aerospike.
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Complete agency operations system — client lifecycle, pricing, project delivery, team management, and growth strategy for service businesses.
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Build a two-tier certificate authority with OpenSSL and Python, separating the offline root from the issuing authority. Covers server and client certificates, revocation checks, and policies that define certificate usage and trust.
Configure OAuth 2.0 authorization for web and mobile apps or service communication. Choose suitable flows, implement PKCE to protect authorization codes, limit permissions, and manage token storage, renewal, and revocation with security checks.