Skill Claude CodeCodex ✓ vendor
Prepare a named institutional investment-client mandate review from IPS/guidelines, relationship commitments, and prior materials; separate the internal brief and client deck. Use for "prep our endowment client's review", "get ready for this client's consultant", "build the mandate review", "what do we owe this plan…
Skill Claude CodeCodex ✓ vendor
Draft periodic investor commentary for a named fund, portfolio, or investment strategy from approved narrative and current system-of-record figures, with performance-policy gates. Use for "write our fund's quarterly commentary", "draft the strategy market review", "update the strategy letter", "describe this…
Skill Claude CodeCodex ✓ vendor
Compare named investment funds or strategies in a sourced, share-class-specific matrix; describe differences without ranking products. Use for "how does our fund stack up", "build a competitive matrix", "benchmark this product against peers", "compare our fees to theirs", or "what differs between these funds". Do NOT…
Skill Claude CodeCodex ✓ vendor
Draft a new institutional RFP/DDQ from approved library answers, citing each answer and separating internal gaps. Use for "draft answers to this RFP", "populate this DDQ", "respond to this due-diligence request", "fill what we can from the library", or "identify unanswered questionnaire items". Do NOT use for…
Skill Claude CodeCodex ✓ vendor
Compare two issuer filings' risk-factor, MD&A, and guidance language using matched passages and explicit retrieval coverage; metrics support the diff only. Use for "what changed in their latest 10-K", "compare these risk factors", "how did MD&A wording shift", "build a two-filing change pack", or "diff guidance…
Skill Claude CodeCodex ✓ vendor
Build a sourced public-record background brief on a commercial borrower or prospect, with entity identity, jurisdiction, retrieval date, and search limits. Use when the user says "what do we know about this company", "run background on this borrower", "pull public records on Acme", "who owns this business", or "any…
Skill Claude CodeCodex ✓ vendor
Perform a standalone agreement-led covenant or borrowing-base review using amendments, defined terms, test dates, verified inputs, exclusive states, and independent flags. Use when the user says "check this agreement's covenants", "verify this compliance certificate", "show leverage-covenant headroom", "test the…
Skill Claude CodeCodex ✓ vendor
Assemble a periodic credit-monitoring packet with no live transaction: prior/current financial comparison, covenant status, exceptions, public-record refresh, and factual changes. Leave rating and conclusion to the analyst. Use when the user says "put together the annual review", "build the credit monitoring review"…
Skill Claude CodeCodex ✓ vendor
Draft sourced descriptive credit-memo sections for a new-money, increase, or renewal request; recap only supplied financials. Leave rating, recommendation, and conditions to the banker. Use when the user says "write up this credit request", "draft the memo narrative", "start the approval package", "write the business…
Skill Claude CodeCodex ✓ vendor
Build a standalone historical borrower-credit spread with assurance/basis, extraction checks, visible normalization, and live ratios in Input, Normalized, and Ratios tabs. Use when the user says "spread this borrower's statements", "build a credit spread from this tax return", "normalize these borrower financials"…
Skill Claude CodeCodex ✓ vendor
Prepare an external commercial borrower/prospect relationship call from contact history, or write a memo and draft follow-up from supplied call notes. No terms, pricing, appetite, or commitments. Use when the user says "prep my borrower call", "what do we owe this borrower", "write up this borrower call", "draft the…
Skill Claude CodeCodex ✓ vendor
Reads a public enforcement action, complaint, settlement, or consent order and produces a read-across against the firm's controls covering alleged conduct, cited rules, and corrective actions. Exposure is framed as hypotheses for human review, never admissions. Use when the user says "could this happen here", "what…
Skill Claude CodeCodex ✓ vendor
Turns a regulator or auditor request list, PDL, IRL, or first-day letter into a tracked response register with original numbering, owners, candidate evidence, status, gaps, and a draft memo. Never asserts that evidence satisfies a request and never sends anything. Use when the user says "build a tracker for this PDL"…
Skill Claude CodeCodex ✓ vendor
Assembles a cited public-source research record on a customer, counterparty, or beneficial owner for a human-owned KYC/CDD/EDD file, covering adverse media, litigation, registry data, and identity resolution. NOT a sanctions or PEP screen; route list screening to the firm's screening tool. Use when the user says "run…
Skill Claude CodeCodex ✓ vendor
Compares a firm policy to a regulation clause by clause, giving a coverage table with verbatim excerpts, suggested edits and a memo. Reports coverage states; never concludes compliance. Use when the user says "does our policy cover this regulation", "where are the gaps against this rule", "map our procedure to the…
Skill Claude CodeCodex ✓ vendor
Triages a new or changed regulatory instrument into a decision-ready brief covering what changed, date ladder, affected parties, obligations cited to primary source, candidate policies, gaps, and actions. Applicability is proposed with reasoning, never decided. Use when the user says "what does this new rule mean for…
Skill Claude CodeCodex ✓ vendor
Reviews a vendor's SOC 2 report, DDQ, contract, or public vendor research against the interagency third-party risk lifecycle, covering report type, scope, opinion, exceptions, CUECs, residual risks, public findings, and open questions. Produces no risk rating and no approval decision. Use when the user says "review…
Skill Claude CodeCodex ✓ vendor
Helps customer service representatives harvest reusable knowledge from a recently closed case or verified workaround, with a brief chat summary and one saved editable review artifact in CRM when supported, otherwise in Word or Markdown. Separates symptoms, cause, workaround, fix, and tested scope, removes identifying…
Skill Claude CodeCodex ✓ vendor
Analyzes how a set of contracts relate and produces a Related Contracts Report: which document amends, restates, replaces or terminates which, the effective sequence, and the currently operative version of each key term with its governing clause. Read-only on sources. Use when the user asks "how do these contracts…
Skill Claude CodeCodex ✓ vendor
Builds a dated, source-cited chronology of factual and procedural events from supplied case papers, with date flags, evidence pinpoints and mandatory Assumptions & Discrepancies and Coverage sections. Read-only on sources; it never assesses merits, liability or limitation. Use when the user asks to "build a case…
Skill Claude CodeCodex ✓ vendor
Checks every internal cross-reference in a supplied legal document against an index of its actual clause, schedule, annex and exhibit numbering, and reports each outdated, missing, mislabelled, ambiguous or unverifiable reference with a quoted citation plus suggested wording for the mechanical fixes. Use when the user…
Skill Claude CodeCodex ✓ vendor
Audits the defined term machinery of a supplied legal document — terms used but not defined, defined but not used, defined twice, used inconsistently, or resting on an undefined term — reporting each defect with a quoted citation to its clause, then suggested wording the user applies. Read-only. Use when the user asks…
Skill Claude CodeCodex ✓ vendor
Read-only check of whether a legal document is complete enough to sign: party names and roles, execution and effective dates, signature blocks, and unresolved drafting such as blanks, placeholders, TBD markers and open tracked changes. Gives one position plus a Finding / Location / What is needed table, and never…
Skill Claude CodeCodex ✓ vendor
Produces a cited side-by-side comparison of one legal question across two or more named jurisdictions, using a framework frozen before research, one evidence status per cell (such as Stated or Not located) and one divergence label per row. Neutral comparative research for counsel review — never legal advice, a forum…
At most 3 mods per repository are shown here, and a mod shipped inside a plugin is left to that plugin's page — the rest are on their repository pages: