Skill audit report
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.
Skill audit report
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.
Skill audit report
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.
Skill audit report
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.
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
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.
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OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
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.
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Wazuh - The Open Source Security Platform. Unified XDR and SIEM protection for endpoints and cloud workloads.
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Nuclei is a fast, customizable vulnerability scanner powered by the global security community and built on a simple YAML-based DSL, enabling collaboration to tackle trending vulnerabilities on the internet. It helps you find vulnerabilities in your applications, APIs, networks, DNS, and cloud configurations.
29K Stars · Audit report
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
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.
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Wazuh - The Open Source Security Platform. Unified XDR and SIEM protection for endpoints and cloud workloads.
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33K Stars · Audit report
Nuclei is a fast, customizable vulnerability scanner powered by the global security community and built on a simple YAML-based DSL, enabling collaboration to tackle trending vulnerabilities on the internet. It helps you find vulnerabilities in your applications, APIs, networks, DNS, and cloud configurations.
29K Stars · Audit report
OpenAgentSkill Trust Score
The Trust Score helps an agent decide whether a skill is safe enough to shortlist before installation.
GitHub adoption
INFO62
178 GitHub stars
Stars/forks activity
WARN57
178 stars, 34 forks; issue activity unavailable in current metadata
Recent maintenance
PASS88
2mo since push
License clarity
PASS86
MIT
README/SKILL.md completeness
INFO76
Public metadata needs stronger README/SKILL.md context
Dependency/runtime risk
PASS90
no major dependency risk hints in public metadata
Install availability
PASS92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Install command safety
PASS92
standard package or runtime install path
Permission surface
PASS86
filesystem or document access
Repository evidence
PASS86
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
Review status
PASS88
AI review data available
Agent Proven outcomes
INFO54
No agent outcome data yet
Checks
Install path
92
npx skills add JoelLewis/finance_skills --skill financial-planning-integration
Repository
88
https://github.com/JoelLewis/finance_skills/tree/main/plugins/advisory-practice/skills/financial-planning-integration
License
86
MIT
Maintenance
88
2mo since push
AI review
88
Approved with no listed issues
README/SKILL.md completeness
84
Warnings
Method
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.
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Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.
Usable description available
Dependency risk
90
no major dependency risk hints in public metadata
Install command safety
92
standard package or runtime install path
Permission surface
86
filesystem or document access
Stars/forks activity
57
178 stars, 34 forks; issue activity unavailable in current metadata
Adoption
68
178 GitHub stars
Financial decision safety
20
Potential execution surface detected; do not connect live broker, exchange, wallet, or payment credentials.
Agent safety v2
This skill should not be selected by an agent without explicit human security review.
Do not auto-install. Inspect the source, dependencies, and permission surface first.
Network access
mediumSkill likely fetches remote pages, APIs, repositories, or external services.
Filesystem access
mediumSkill may read or write project files, documents, generated artifacts, or local workspace state.