OpenAgentSkill
GitHub200+

Skill-Audit-Bericht

client-onboarding Audit-Bericht.

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'.

Blockiert · BlockierenRiskantErstellt 13. Okt. 2026Heuristisches Metadaten-Audit
77
Audit
75
Vertrauen
64
Qualität
83
Sicherheit
88
Maintain
92
Installieren

OpenAgentSkill Trust Score

75
Starke Shortlist

OpenAgentSkill Trust Score

The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.

GitHub-Akzeptanz

Info

62

183 GitHub-Stars

Star-/Fork-Aktivität

Warnung

57

183 Stars und 35 Forks; Issue-Aktivität ist in den aktuellen Metadaten nicht verfügbar

Aktuelle Wartung

Bestanden

88

3 Monate seit dem letzten Push

Lizenzklarheit

Bestanden

86

MIT

README/SKILL.md-Vollständigkeit

Info

76

Öffentliche Metadaten benötigen mehr README/SKILL.md-Kontext

Abhängigkeits-/Laufzeitrisiko

Info

74

network or browser surface, database surface

Installationsverfügbarkeit

Bestanden

92

npx skills add JoelLewis/finance_skills --skill client-onboarding

Sicherheit des Installationsbefehls

Bestanden

92

Standard-Paket- oder Laufzeit-Installationspfad

Berechtigungsumfang

Warnung

60

filesystem or document access, network or browser access

Repository-Nachweis

Bestanden

86

https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding

Prüfstatus

Bestanden

88

KI-Prüfdaten verfügbar

Agent-validierte Ergebnisse

Info

54

Noch keine Agent-Ergebnisdaten

Prüfungen

Installations- und Adoptionsprüfung

7 Bestanden · 13 Prüfung nötig

Installationspfad

92

Bestanden

npx skills add JoelLewis/finance_skills --skill client-onboarding

Repository

88

Bestanden

https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/client-onboarding

Lizenz

86

Bestanden

MIT

Wartung

88

Bestanden

3 Monate seit dem letzten Push

KI-Prüfung

88

Bestanden

Approved with no listed issues

README/SKILL.md-Vollständigkeit

84

Bestanden

Usable description available

Abhängigkeitsrisiko

74

Prüfen

network or browser surface, database surface

Sicherheit des Installationsbefehls

92

Bestanden

Standard-Paket- oder Laufzeit-Installationspfad

Berechtigungsumfang

60

Prüfen

filesystem or document access, network or browser access

Star-/Fork-Aktivität

57

Beheben

183 Stars und 35 Forks; Issue-Aktivität ist in den aktuellen Metadaten nicht verfügbar

Akzeptanz

68

Info

183 GitHub-Stars

Financial decision safety

20

Beheben

Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.

Warnungen

  • 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
  • Permission surface: filesystem or document access, network or browser access

Methode

This report combines public metadata, AI review output, repository freshness, install readiness, OpenAgentSkill events, quality scoring, trust checks, and the agent safety gate. It is not a full source-code security review.

Nahe Optionen vergleichen

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