{"slug":"joellewis-client-onboarding","name":"client-onboarding","description":"Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.","tagline":"Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity ve","category":"research","tags":["agent-skill"],"author":{"name":"JoelLewis","verified":false,"url":"https://github.com/JoelLewis"},"attribution":{"status":"registry_indexed","statusLabel":"Registry indexed","shortLabel":"REGISTRY INDEXED","sourceLabel":"github candidate review","sourceDetail":"JoelLewis/finance_skills","creatorName":"JoelLewis","creatorUrl":"https://github.com/JoelLewis","sourceUrl":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding","indexedBy":"OpenAgentSkill community index","claimUrl":"https://www.openagentskill.com/skills/joellewis-client-onboarding#claim-this-skill","claimCta":"Claim this skill","trustNote":"This listing was indexed from public sources and is not marked official until a maintainer claim is approved.","publicNote":"Attribution links to the public repository or creator profile. Creators can claim the listing to update ownership signals."},"stats":{"stars":183,"forks":35,"verified_installs":0,"install_attempts":0,"successful_runs":0,"total_outcomes":0,"downloads":0,"rating":0,"review_count":0,"quality_score":36.55},"quality":{"score":64,"tier":"promising","label":"Promising","summary":"Useful candidate, but compare it with alternatives before adopting.","signals":[{"label":"GitHub stars","value":"183","tone":"neutral"},{"label":"Freshness","value":"2mo ago","tone":"positive"},{"label":"Install ready","value":"Yes","tone":"positive"},{"label":"License","value":"MIT","tone":"neutral"}],"warnings":[]},"trust":{"version":"trust-score-v4","score":75,"tier":"strong","label":"Strong shortlist","summary":"Good trust signals with a few areas worth checking before rollout.","recommendedAction":"Test in a sandbox workflow and compare its install path with close alternatives.","dimensions":[{"id":"github_adoption","label":"GitHub adoption","score":62,"weight":0.13,"status":"info","detail":"183 GitHub stars"},{"id":"repo_activity","label":"Stars/forks activity","score":57,"weight":0.08,"status":"warn","detail":"183 stars, 35 forks; issue activity unavailable in current metadata"},{"id":"maintenance","label":"Recent maintenance","score":88,"weight":0.14,"status":"pass","detail":"2mo since push"},{"id":"license","label":"License clarity","score":86,"weight":0.09,"status":"pass","detail":"MIT"},{"id":"documentation","label":"README/SKILL.md completeness","score":76,"weight":0.14,"status":"info","detail":"Public metadata needs stronger README/SKILL.md context"},{"id":"dependency_risk","label":"Dependency/runtime risk","score":74,"weight":0.12,"status":"info","detail":"network or browser surface, database surface"},{"id":"installability","label":"Install availability","score":92,"weight":0.1,"status":"pass","detail":"npx skills add JoelLewis/finance_skills --skill client-onboarding"},{"id":"install_safety","label":"Install command safety","score":92,"weight":0.1,"status":"pass","detail":"standard package or runtime install path"},{"id":"permission_surface","label":"Permission surface","score":60,"weight":0.07,"status":"warn","detail":"filesystem or document access, network or browser access"},{"id":"repository","label":"Repository evidence","score":86,"weight":0.04,"status":"pass","detail":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding"},{"id":"review_status","label":"Review status","score":88,"weight":0.05,"status":"pass","detail":"AI review data available"},{"id":"agent_outcomes","label":"Agent Proven outcomes","score":54,"weight":0.13,"status":"info","detail":"No agent outcome data yet"}],"checks":[{"status":"info","label":"GitHub adoption","detail":"183 GitHub stars"},{"status":"warn","label":"Stars/forks activity","detail":"183 stars, 35 forks; issue activity unavailable in current metadata"},{"status":"pass","label":"Recent maintenance","detail":"2mo since push"},{"status":"pass","label":"License clarity","detail":"MIT"},{"status":"info","label":"README/SKILL.md completeness","detail":"Public metadata needs stronger README/SKILL.md context"},{"status":"info","label":"Dependency/runtime risk","detail":"network or browser surface, database surface"},{"status":"pass","label":"Install availability","detail":"npx skills add JoelLewis/finance_skills --skill client-onboarding"},{"status":"pass","label":"Install command safety","detail":"standard package or runtime install path"},{"status":"warn","label":"Permission surface","detail":"filesystem or document access, network or browser access"},{"status":"pass","label":"Repository evidence","detail":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding"},{"status":"pass","label":"Review status","detail":"AI review data available"},{"status":"info","label":"Agent Proven outcomes","detail":"No agent outcome data yet"},{"status":"warn","label":"Ownership","detail":"No approved owner claim yet"},{"status":"info","label":"OpenAgentSkill usage","detail":"No local usage activity yet"},{"status":"info","label":"Agent outcomes","detail":"No agent outcome data yet"}],"strengths":["AI review approved","Install path is available","Repository evidence is available","Recently maintained repository","Install command has no obvious high-risk pattern"],"warnings":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Permission surface needs review: filesystem or document access, network or browser access","Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata","Permission surface: filesystem or document access, network or browser access"],"evidence":{"stars":"183 GitHub stars","repoActivity":"183 stars, 35 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding","install":"npx skills add JoelLewis/finance_skills --skill client-onboarding","installSafety":"standard package or runtime install path","permissionSurface":"filesystem or document access, network or browser access","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet"},"installReadiness":{"ready":true,"command":"npx skills add JoelLewis/finance_skills --skill client-onboarding","policy":"sandbox_only","label":"Sandbox only","notes":["Install path is available","Repository evidence is available","License is declared","No Agent Proven outcome evidence yet","2mo since push","Financial domain: human review is required before use in a live investment workflow."]},"agentCompatibility":["Codex","Claude Code","Cursor","OpenAgentSkill CLI"],"riskSummary":{"level":"medium","label":"Review before production","notes":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Permission surface needs review: filesystem or document access, network or browser access","Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata"]},"outcomeEvidence":{"total":0,"successes":0,"failures":0,"notRelevant":0,"successRate":null,"installAttempts":0,"riskBlocked":0,"setupRequired":0,"installSuccessRate":null,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"recentSuccessRate":null,"recentFailureRate":null,"uniqueAgents":0,"agentProvenScore":0,"agentProvenLabel":"Needs first agent run","lastOutcomeAt":null,"label":"No agent outcome data yet"},"autoInstall":{"allowed":false,"sandboxRequired":true,"policy":"sandbox_only","reason":"Human review or sandbox validation is required before automatic installation."},"bestFor":["research","agent-skill"],"doNotUseFor":["Production credentials, payments, or irreversible account changes without explicit human review","Sensitive private data before reviewing repository code, license, and permission surface","Automatic installation in a production workspace","Autonomous investment, trading, tax, or suitability decisions without a qualified human review","Live brokerage, exchange, wallet, or payment credentials outside an explicitly approved sandbox"],"knownRisks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Permission surface needs review: filesystem or document access, network or browser access","Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata","Permission surface: filesystem or document access, network or browser access"]},"safety":{"score":53,"level":"avoid_auto_install","label":"Avoid automatic install","safety_tier":{"tier":"blocked","label":"Blocked for auto-install","badge":"BLOCKED","summary":"This skill should not be selected by an agent without explicit human security review.","recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","auto_install_policy":"block","reasons":["Audit risk exceeds the requested agent policy","Audit classified this skill as risky","Audit risk risky exceeds max_risk=medium"]},"auto_install_allowed":false,"human_review_required":true,"blocked":true,"audit_risk":"risky","permission_hints":[{"id":"browser","label":"Browser automation","reason":"Skill may drive a browser or interact with web pages.","severity":"medium"},{"id":"network","label":"Network access","reason":"Skill likely fetches remote pages, APIs, repositories, or external services.","severity":"medium"},{"id":"filesystem","label":"Filesystem access","reason":"Skill may read or write project files, documents, generated artifacts, or local workspace state.","severity":"medium"},{"id":"database","label":"Database access","reason":"Skill may inspect schemas, query databases, or work with persistent stores.","severity":"medium"}],"policy_warnings":["Audit risk risky exceeds max_risk=medium","Permission surface may require sandboxing"],"constraints_applied":{"max_risk":"medium","needs_install_command":true,"min_stars":0}},"safety_gate":{"tier":"blocked","label":"Blocked for auto-install","badge":"BLOCKED","auto_install_policy":"block","auto_install_allowed":false,"human_review_required":true,"blocked":true,"recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","reasons":["Audit risk exceeds the requested agent policy","Audit classified this skill as risky","Audit risk risky exceeds max_risk=medium"]},"supply_profile":{"track":{"slug":"research","label":"Research and knowledge work","shortLabel":"Research","description":"Deep research, source comparison, literature review, RAG, knowledge search, and reports."},"scenario":{"label":"RAG and knowledge","description":"I need my agent to build a RAG workflow over documents and retrieve reliable context.","useCases":[{"slug":"finance-quant","title":"Finance and quant"},{"slug":"rag-knowledge","title":"RAG and knowledge"},{"slug":"research-agents","title":"Research agents"}]},"applicableAgents":["Claude Code","CLI","Codex","Cursor"],"install":{"ready":true,"command":"npx skills add JoelLewis/finance_skills --skill client-onboarding","primaryTarget":"CLI","targetCount":4},"githubQuality":{"stars":183,"starsLabel":"183","forks":35,"license":"MIT","qualityScore":64,"trustScore":75,"auditScore":77},"maintenance":{"status":"active","label":"2mo since push","daysSincePush":49,"lastPushedAt":"2026-07-18T14:50:29+00:00"},"risk":{"level":"risky","label":"Risky","requiresReview":true,"notes":["Permission surface may require sandboxing","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval."]},"coverageTags":["Research","RAG and knowledge","agent-skill"]},"audit":{"audit_score":77,"risk_level":"risky","risk_label":"Risky","warnings":["Permission surface may require sandboxing","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval."]},"decision":{"readiness_score":63,"readiness_label":"Prototype first","headline":"Fallback candidate for Finance and quant","role":"Fallback candidate","primary_fit":"Finance and quant","best_for":["Finance and quant workflows","Claude Code teams","builders willing to evaluate younger projects"],"risks":["No OpenAgentSkill engagement data yet"],"next_steps":["Install it in a sandbox agent and run one Finance and quant task end to end.","Compare output quality, latency, and failure behavior against at least one alternative.","Promote it into production only after reviewing repository permissions, license, and maintenance signals."]},"agent_readable_metadata":{"version":"openagentskill-agent-metadata-v2","skill":{"slug":"joellewis-client-onboarding","name":"client-onboarding","description":"Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.","category":"research","url":"https://www.openagentskill.com/skills/joellewis-client-onboarding","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding","github_repo":"JoelLewis/finance_skills"},"suited_tasks":["Finance and quant workflows","Claude Code teams","builders willing to evaluate younger projects","Retrieve market data","Compare financial signals","Generate investor-ready analysis","Chunk documents","Create embeddings"],"suited_agents":["Codex","Claude Code","Cursor","OpenAgentSkill CLI","CLI"],"install":{"command":"npx skills add JoelLewis/finance_skills --skill client-onboarding","ready":true,"targets":[{"id":"openagentskill-cli","label":"CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.3.0/openagentskill-0.3.0.tgz add joellewis-client-onboarding"},{"id":"codex","label":"Codex","kind":"agent-prompt","value":"Install the \"client-onboarding\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"claude-code","label":"Claude Code","kind":"agent-prompt","value":"Add \"client-onboarding\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"cursor","label":"Cursor","kind":"agent-prompt","value":"Turn \"client-onboarding\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."}],"handoff_url":"https://www.openagentskill.com/api/skills/joellewis-client-onboarding/install","manifest_url":"https://www.openagentskill.com/api/registry/manifest/joellewis-client-onboarding"},"trust":{"score":75,"label":"Strong shortlist","version":"trust-score-v4","install_policy":"sandbox_only","evidence":{"stars":"183 GitHub stars","repoActivity":"183 stars, 35 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding","install":"npx skills add JoelLewis/finance_skills --skill client-onboarding","installSafety":"standard package or runtime install path","permissionSurface":"filesystem or document access, network or browser access","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet"},"outcome_evidence":{"total":0,"successes":0,"failures":0,"not_relevant":0,"success_rate":null,"recent_success_rate":null,"recent_failure_rate":null,"install_attempts":0,"install_success_rate":null,"risk_blocked":0,"setup_required":0,"avg_output_quality":null,"production_outcomes":0,"last_outcome_at":null,"label":"No agent outcome data yet"},"auto_install":{"allowed":false,"sandbox_required":true,"reason":"Human review or sandbox validation is required before automatic installation."},"best_for":["research","agent-skill"],"known_risks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Permission surface needs review: filesystem or document access, network or browser access","Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata","Permission surface: filesystem or document access, network or browser access"]},"agent_proven":{"version":"agent-proven-v1","score":0,"tier":"unproven","label":"Needs first agent run","summary":"No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.","metrics":{"totalOutcomes":0,"successfulOutcomes":0,"failedOutcomes":0,"installAttempts":0,"installSuccessRate":null,"successRate":null,"recentSuccessRate":null,"recentFailureRate":null,"riskBlocked":0,"setupRequired":0,"notRelevant":0,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"uniqueAgents":0,"lastOutcomeAt":null},"signals":[],"penalties":["No real agent outcome evidence yet"]},"audit":{"score":77,"risk_level":"risky","risk_label":"Risky","warnings":["Permission surface may require sandboxing","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Permission surface needs review: filesystem or document access, network or browser access","Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata"]},"safety_gate":{"tier":"blocked","label":"Blocked for auto-install","auto_install_policy":"block","auto_install_allowed":false,"human_review_required":true,"blocked":true,"recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first."},"quality":{"score":64,"label":"Promising"},"supply":{"track":"Research and knowledge work","scenario":"RAG and knowledge","maintenance":"2mo since push","risk":"Risky"},"alternative_skills":[],"do_not_use_when":["teams that need a vendor-supported SLA","high-compliance environments without internal security review","No OpenAgentSkill engagement data yet","Audit risk risky exceeds max_risk=medium","Permission surface may require sandboxing","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision."],"agent_contract":{"task_input":"Use client-onboarding in an agent workflow","recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","install_policy":"block","minimum_review_before_use":["Trust: 75/100 Strong shortlist","Audit: 77/100 Risky","Safety: 53/100 Avoid automatic install","Review repository, license, install command, and permission surface before production use."],"expected_agent_output":{"selected_skill":"joellewis-client-onboarding (client-onboarding)","install_command":"npx skills add JoelLewis/finance_skills --skill client-onboarding","risk_summary":"Risky; Blocked for auto-install; Review before production","verification_result":"Report the smallest successful task, files touched, warnings, and any missing setup."}},"outcome_feedback":{"endpoint":"https://www.openagentskill.com/api/agent/outcome","method":"POST","requires_resolve_event_id":true,"event_id_source":"Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"payload_template":{"event_id":"<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>","skill_slug":"joellewis-client-onboarding","task":"Use client-onboarding in an agent workflow","agent":"codex","outcome":"success","install_used":true,"risk_blocked":false,"setup_required":false,"task_success":true,"output_quality":4,"error_type":null,"human_review_required":false,"workspace":"sandbox","time_to_useful_ms":120000,"notes":"Report the smallest successful task, setup friction, files touched, and risk notes."}},"endpoints":{"web":"https://www.openagentskill.com/skills/joellewis-client-onboarding","api":"https://www.openagentskill.com/api/agent/skills/joellewis-client-onboarding","audit":"https://www.openagentskill.com/skills/joellewis-client-onboarding/audit","eval":"https://www.openagentskill.com/api/agent/evals?slug=joellewis-client-onboarding&task=Use%20client-onboarding%20in%20an%20agent%20workflow&max_risk=medium","resolve":"https://www.openagentskill.com/api/agent/resolve?task=Use%20client-onboarding%20in%20an%20agent%20workflow&agent=codex&max_risk=medium","receipt":"https://www.openagentskill.com/api/agent/receipt?task=Use%20client-onboarding%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text","install":"https://www.openagentskill.com/api/skills/joellewis-client-onboarding/install","manifest":"https://www.openagentskill.com/api/registry/manifest/joellewis-client-onboarding"}},"machine_metadata":{"version":"openagentskill-agent-metadata-v2","skill":{"slug":"joellewis-client-onboarding","name":"client-onboarding","description":"Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'.","category":"research","url":"https://www.openagentskill.com/skills/joellewis-client-onboarding","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding","github_repo":"JoelLewis/finance_skills"},"suited_tasks":["Finance and quant workflows","Claude Code teams","builders willing to evaluate younger projects","Retrieve market data","Compare financial signals","Generate investor-ready analysis","Chunk documents","Create embeddings"],"suited_agents":["Codex","Claude Code","Cursor","OpenAgentSkill CLI","CLI"],"install":{"command":"npx skills add JoelLewis/finance_skills --skill client-onboarding","ready":true,"targets":[{"id":"openagentskill-cli","label":"CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.3.0/openagentskill-0.3.0.tgz add joellewis-client-onboarding"},{"id":"codex","label":"Codex","kind":"agent-prompt","value":"Install the \"client-onboarding\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"claude-code","label":"Claude Code","kind":"agent-prompt","value":"Add \"client-onboarding\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."},{"id":"cursor","label":"Cursor","kind":"agent-prompt","value":"Turn \"client-onboarding\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes."}],"handoff_url":"https://www.openagentskill.com/api/skills/joellewis-client-onboarding/install","manifest_url":"https://www.openagentskill.com/api/registry/manifest/joellewis-client-onboarding"},"trust":{"score":75,"label":"Strong shortlist","version":"trust-score-v4","install_policy":"sandbox_only","evidence":{"stars":"183 GitHub stars","repoActivity":"183 stars, 35 forks","lastPushed":"2mo since push","license":"MIT","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding","install":"npx skills add JoelLewis/finance_skills --skill client-onboarding","installSafety":"standard package or runtime install path","permissionSurface":"filesystem or document access, network or browser access","documentation":"Usable metadata, review docs","agentOutcomes":"No agent outcome data yet"},"outcome_evidence":{"total":0,"successes":0,"failures":0,"not_relevant":0,"success_rate":null,"recent_success_rate":null,"recent_failure_rate":null,"install_attempts":0,"install_success_rate":null,"risk_blocked":0,"setup_required":0,"avg_output_quality":null,"production_outcomes":0,"last_outcome_at":null,"label":"No agent outcome data yet"},"auto_install":{"allowed":false,"sandbox_required":true,"reason":"Human review or sandbox validation is required before automatic installation."},"best_for":["research","agent-skill"],"known_risks":["Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Permission surface needs review: filesystem or document access, network or browser access","Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata","Permission surface: filesystem or document access, network or browser access"]},"agent_proven":{"version":"agent-proven-v1","score":0,"tier":"unproven","label":"Needs first agent run","summary":"No agent outcome reports yet. Use Resolve, run one narrow sandbox task, then report the result.","metrics":{"totalOutcomes":0,"successfulOutcomes":0,"failedOutcomes":0,"installAttempts":0,"installSuccessRate":null,"successRate":null,"recentSuccessRate":null,"recentFailureRate":null,"riskBlocked":0,"setupRequired":0,"notRelevant":0,"avgOutputQuality":null,"avgTimeToUsefulMs":null,"productionOutcomes":0,"humanReviewRequired":0,"uniqueAgents":0,"lastOutcomeAt":null},"signals":[],"penalties":["No real agent outcome evidence yet"]},"audit":{"score":77,"risk_level":"risky","risk_label":"Risky","warnings":["Permission surface may require sandboxing","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision.","This skill may touch real-money trading, broker, wallet, or exchange operations; use only in a sandbox with explicit approval.","Quality score needs review","Permission surface needs review: filesystem or document access, network or browser access","Stars/forks activity: 183 stars, 35 forks; issue activity unavailable in current metadata"]},"safety_gate":{"tier":"blocked","label":"Blocked for auto-install","auto_install_policy":"block","auto_install_allowed":false,"human_review_required":true,"blocked":true,"recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first."},"quality":{"score":64,"label":"Promising"},"supply":{"track":"Research and knowledge work","scenario":"RAG and knowledge","maintenance":"2mo since push","risk":"Risky"},"alternative_skills":[],"do_not_use_when":["teams that need a vendor-supported SLA","high-compliance environments without internal security review","No OpenAgentSkill engagement data yet","Audit risk risky exceeds max_risk=medium","Permission surface may require sandboxing","Financial research output is not financial advice; require human review before any live investment decision","Potential broker, wallet, exchange, or real-money execution surface; sandbox and explicit approval are required","Financial research output is not financial advice; require human review before any live investment decision."],"agent_contract":{"task_input":"Use client-onboarding in an agent workflow","recommended_action":"Do not auto-install. Inspect the source, dependencies, and permission surface first.","install_policy":"block","minimum_review_before_use":["Trust: 75/100 Strong shortlist","Audit: 77/100 Risky","Safety: 53/100 Avoid automatic install","Review repository, license, install command, and permission surface before production use."],"expected_agent_output":{"selected_skill":"joellewis-client-onboarding (client-onboarding)","install_command":"npx skills add JoelLewis/finance_skills --skill client-onboarding","risk_summary":"Risky; Blocked for auto-install; Review before production","verification_result":"Report the smallest successful task, files touched, warnings, and any missing setup."}},"outcome_feedback":{"endpoint":"https://www.openagentskill.com/api/agent/outcome","method":"POST","requires_resolve_event_id":true,"event_id_source":"Use install_receipt.outcome_feedback.event_id or feedback.event_id returned by /api/agent/resolve for the current task.","expected_outcomes":["success","failed","not_relevant","blocked_by_risk","setup_required"],"payload_template":{"event_id":"<install_receipt.outcome_feedback.event_id or feedback.event_id from /api/agent/resolve>","skill_slug":"joellewis-client-onboarding","task":"Use client-onboarding in an agent workflow","agent":"codex","outcome":"success","install_used":true,"risk_blocked":false,"setup_required":false,"task_success":true,"output_quality":4,"error_type":null,"human_review_required":false,"workspace":"sandbox","time_to_useful_ms":120000,"notes":"Report the smallest successful task, setup friction, files touched, and risk notes."}},"endpoints":{"web":"https://www.openagentskill.com/skills/joellewis-client-onboarding","api":"https://www.openagentskill.com/api/agent/skills/joellewis-client-onboarding","audit":"https://www.openagentskill.com/skills/joellewis-client-onboarding/audit","eval":"https://www.openagentskill.com/api/agent/evals?slug=joellewis-client-onboarding&task=Use%20client-onboarding%20in%20an%20agent%20workflow&max_risk=medium","resolve":"https://www.openagentskill.com/api/agent/resolve?task=Use%20client-onboarding%20in%20an%20agent%20workflow&agent=codex&max_risk=medium","receipt":"https://www.openagentskill.com/api/agent/receipt?task=Use%20client-onboarding%20in%20an%20agent%20workflow&agent=codex&max_risk=medium&format=text","install":"https://www.openagentskill.com/api/skills/joellewis-client-onboarding/install","manifest":"https://www.openagentskill.com/api/registry/manifest/joellewis-client-onboarding"}},"platforms":["Claude Code"],"use_cases":[{"slug":"finance-quant","title":"Finance and quant","url":"https://www.openagentskill.com/use-cases/finance-quant"},{"slug":"rag-knowledge","title":"RAG and knowledge","url":"https://www.openagentskill.com/use-cases/rag-knowledge"},{"slug":"research-agents","title":"Research agents","url":"https://www.openagentskill.com/use-cases/research-agents"},{"slug":"document-processing","title":"Document processing","url":"https://www.openagentskill.com/use-cases/document-processing"}],"install":"npx skills add JoelLewis/finance_skills --skill client-onboarding","install_targets":[{"id":"openagentskill-cli","label":"CLI","title":"OpenAgentSkill CLI","kind":"command","value":"npx --yes https://github.com/Leon-Drq/openagentskill/releases/download/cli-v0.3.0/openagentskill-0.3.0.tgz add joellewis-client-onboarding","description":"Resolve policy, run the source installer safely, and report a verified install receipt.","copyLabel":"Copy command"},{"id":"codex","label":"Codex","title":"Codex install prompt","kind":"agent-prompt","value":"Install the \"client-onboarding\" agent skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding. Read its SKILL.md or equivalent instructions first, install only the files needed for this workspace, and summarize any required setup before using it. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"codex\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Give Codex a repo-aware install prompt when the skill is not available through a local CLI.","copyLabel":"Copy prompt"},{"id":"claude-code","label":"Claude Code","title":"Claude Code skill prompt","kind":"agent-prompt","value":"Add \"client-onboarding\" as a Claude Code skill from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding. Inspect the skill instructions, place the reusable skill files in the appropriate local skills location for this project, and report the activation steps. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"claude-code\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this prompt to ask Claude Code to add the skill and explain the local activation steps.","copyLabel":"Copy prompt"},{"id":"cursor","label":"Cursor","title":"Cursor rule prompt","kind":"agent-prompt","value":"Turn \"client-onboarding\" from https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding into a reusable Cursor project rule or agent instruction. Preserve the core workflow, adapt paths to this repo, and keep the rule scoped to tasks where it is relevant. Skill purpose: Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission. Use when the user asks about building a digital onboarding flow, integrating identity verification or CIP checks, reducing NIGO rejection rates, opening complex account types like trusts or entities, connecting to custodian APIs, designing suitability questionnaires, or comparing advisor-assisted vs self-service models. Also trigger when users mention 'new account opening', 'onboarding bottleneck', 'KYC integration', 'beneficial ownership', 'OFAC screening', 'account funding', or 'onboarding automation'. After the install attempt, report the result to https://www.openagentskill.com/api/agent/outcome with POST JSON {\"event_id\":\"install_<unique-id>\",\"skill_slug\":\"joellewis-client-onboarding\",\"task\":\"Install client-onboarding\",\"agent\":\"cursor\",\"outcome\":\"success\",\"install_used\":true}. Replace event_id with a unique value and outcome with success or failed. Report success only after the skill is installed and a minimal verification passes.","description":"Use this when installing as Cursor project rules or reusable agent instructions.","copyLabel":"Copy prompt"}],"repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding","github_repo":"JoelLewis/finance_skills","version":"1.0.0","license":"MIT","updated_at":"2026-09-06T08:40:27.836983+00:00","canonical_key":"joellewis/finance_skills#plugins/advisory-practice/skills/client-onboarding","recommendation_reasons":["Install handoff is available","Repository freshness signal is available"],"urls":{"web":"https://www.openagentskill.com/skills/joellewis-client-onboarding","api":"https://www.openagentskill.com/api/agent/skills/joellewis-client-onboarding","install_api":"https://www.openagentskill.com/api/skills/joellewis-client-onboarding/install","audit":"https://www.openagentskill.com/skills/joellewis-client-onboarding/audit","repository":"https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding"},"meta":{"endpoint":"/api/registry/manifest/{slug}","canonical_agent_endpoint":"/api/agent/skills/joellewis-client-onboarding","agent_friendly":true,"api_version":"1.0","generated_at":"2026-09-06T14:03:41.497Z"}}