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监管问询回复助手（再融资版）- 协助撰写再融资审核问询回复。当用户需要为定增、配股、可转债等再融资项目准备交易所/证监会问询回复、梳理回复思路或组织回复材料时触发此技能。适用于投行、律所、会所等中介机构的再融资项目场景。
当用户需要在银行风险管理场景下，围绕贷前扫描做初筛、尽调准备或审批前风险梳理时使用本技能，输出可直接用于风控与预警团队的结构化判断、待补资料清单和下一步处置建议。
客户持仓诊断助手 - 两融客户版，专用于融资融券客户的持仓分析和风险诊断。 以下情况请主动触发此技能： - 用户需要为两融客户做持仓诊断和风险评估 - 用户描述两融客户维保比例、持仓、负债情况 - 用户问"两融客户风险大吗""需要追加保证金吗" - 用户准备两融客户回访、风险提示、追保沟通 - 用户问两融策略、杠杆使用、平仓风险等问题 输出含维保比例分析、平仓风
沉默客户唤醒助手，专用于长期未互动客户的唤醒激活。 以下情况请主动触发此技能： - 用户需要唤醒长期未互动的沉默客户 - 用户问"这个客户很久没联系了怎么重新联系" - 用户准备沉默客户唤醒话术、激活方案 - 用户需要沉默客户分析、唤醒策略设计 - 用户问"客户不回消息怎么办""怎么重新建立联系" 输出含沉默分析、唤醒话术、激活方案的沉默客户唤醒方案。 不要等用
收益来源解释助手，专用于解释客户持仓收益的来源和构成。 以下情况请主动触发此技能： - 用户需要向客户解释收益来源（"赚的是什么钱"） - 用户问"这个收益是怎么来的""收益归因分析" - 客户问"为什么赚/亏""收益合理吗" - 用户准备业绩归因报告、客户收益分析材料 - 用户需要区分收益来源（市场 beta/产品 alpha/配置贡献/择时贡献） - 客户对收益有疑问，需要专业解释 输
保证金变化解释助手，适用于券商两融业务、客户风控、投顾服务、业务培训等场景。 以下情况请主动触发此技能： - 用户提供了保证金/维保比例变化数据，问"为什么变了""帮我解释一下" - 用户问"保证金怎么算的""维保比例为什么下降""追加保证金怎么算" - 用户需要：保证金变化原因分析、客户沟通话术、追保通知模板 - 用户提到：保证金、维保比例、追保、平仓线、担保
Use when you need a bank corporate credit issue-list assistant (问题清单/补件清单/催办台账). Trigger this skill for把审查问题拆成“严重程度、证据要求、责任到人、截止时间、升级路径”的可执行清单，并可用脚本从结构化输入生成问题台账与催办要点。
尽调问题清单助手（并购版）- 生成并购交易尽职调查问题清单。当用户需要为并购项目准备尽调问题、整理尽调清单、设计访谈提纲或梳理并购风险点时触发此技能。适用于投行、PE/VC、企业战投、律所、会所等并购交易场景。
适用于银行财富管理场景下，对高净值客户进行需求洞察、机会识别与经营建议生成。 当用户希望基于客户资产规模、持仓结构、交易行为、生命周期事件、风险偏好、流动性需求、税务与传承关注、境内外配置倾向等信息，识别客户真实需求、潜在需求、待验证需求和经营切入点时，应使用本技能。 本技能尤其适合用于客户经理经营准备、客户会前分析、存量客户深挖、重
用于零售金融场景下的个贷预审任务。适用于当用户需要对个人贷款申请进行准入初筛、资料完整性检查、关键风险识别、预审结论分级、补件建议和面谈核验要点整理时使用。 尤其适合住房按揭、消费贷、经营贷、信用贷等场景的贷前预审。 当输入材料不完整、字段前后不一致、存在明显高风险信号或结论需要降级时，应明确标注“待核验”“待补充”“不可直接下正式审
When a founder needs to create a sales proposal, statement of work, contract, NDA, or master service agreement. Activate when the user mentions proposal, SOW, quote, contract, NDA, MSA, or needs to formalize a deal.
When a founder needs demo scripts, discovery call frameworks, objection handling, RFP/RFI responses, competitive feature matrices, POC planning, or closing playbooks. Activate for sales calls, demo prep, talk tracks, bid responses, competitor comparisons, or pre-sales engineering.
Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene. Triggers on Salesforce, HubSpot, CRM workflows, pipeline management, deal stages, forecasting, CRM automation, and any task requiring CRM architecture or process o...
Automate document workflows with PandaDoc -- create documents from files, manage contacts, organize folders, set up webhooks, create templates, and track document status through the Composio PandaDoc integration.
Automate Kommo CRM operations -- manage leads, pipelines, pipeline stages, tasks, and custom fields -- using natural language through the Composio MCP integration.
NetSuite Automation: manage customers, sales orders, invoices, inventory, and records via Oracle NetSuite ERP with SuiteQL queries
Use when defining ABM tiers, scoring logic, and coverage rules.
Use to package upsell, cross-sell, and advocacy motions tied to customer
Business fundamentals for indie app developers — LLC/entity setup, taxes, Apple Small Business Program, revenue tracking, hiring contractors, and financial planning for sustainability. Use when user asks about business setup, tax implications, hiring, or financial planning for their app business.
Use when crafting tiered ABM messaging, offers, and creative variants.
Use to structure collaborative success plans with milestones, KPIs, and
Use when consolidating intent, product usage, and third-party signals
Assess deal health and identify at-risk opportunities using engagement signals, stakeholder mapping, and velocity analysis
Create and maintain MEDDIC/MEDDPICC deal scorecards for pipeline hygiene, forecast accuracy, and deal coaching
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