OpenAgentSkill Registry Manifest
Skill: financial-planning-integration
Slug: joellewis-financial-planning-integration
Category: security
Description: Integrate financial planning engines with the advisor technology stack — data flows between planning tools, CRM, PMS, custodians, and aggregation platforms; capital market assumption (CMA) governance and synchronization; plan-to-IPS-to-model linkage; and governed tax reference parameters in planning tools. Use when the user asks about connecting eMoney, MoneyGuidePro, or RightCapital to CRM or portfolio systems, eliminating manual re-entry between systems, keeping plan and portfolio assumptions consistent, mapping plan outputs (required return, risk capacity, withdrawal schedule) into the IPS and model assignment, or establishing plan update cadence and data-freshness rules. Also trigger on 'plan-to-IPS linkage', 'assumption synchronization', 'CMA governance', or 'planning tool integration'. For planning methodology itself — Monte Carlo modeling, Roth conversion strategy, Social Security claiming, retirement projections — use financial-planning-workflow instead.

Agent fit:
- Decision: 62/100 Prototype first
- Primary fit: Finance and quant
- Role: Fallback candidate

Supply profile:
- Track: Finance and quant workflows
- Scenario: Finance and quant
- Applicable agents: Claude Code, CLI, Codex, Cursor
- Maintenance: 2mo since push
- Risk: Risky

Trust:
- Trust score: 78/100 Strong shortlist
- Audit: 78/100 Risky

Attribution:
- Status: Registry indexed
- Source: github fast track
- Creator: JoelLewis
- Claim URL: https://www.openagentskill.com/skills/joellewis-financial-planning-integration#claim-this-skill

Install:
npx skills add JoelLewis/finance_skills --skill financial-planning-integration

URLs:
- Web: https://www.openagentskill.com/skills/joellewis-financial-planning-integration
- API: https://www.openagentskill.com/api/agent/skills/joellewis-financial-planning-integration
- Install API: https://www.openagentskill.com/api/skills/joellewis-financial-planning-integration/install
- Repository: https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration