beneficiary-creation

Beneficiary Creation

Reads supplier invoices or documents, extracts bank details, validates against country-specific schemas, and creates beneficiaries in Airwallex. This skill creates beneficiaries only — money movement (transfers) is not in scope.

When to use

• User uploads supplier invoices, contracts, vendor lists, or documents with bank details
• User asks to "set up a supplier" or "onboard a vendor"
• User wants to create beneficiaries from extracted bank information
• User has multiple suppliers to onboard in batch

When NOT to use

This skill only covers Payouts-domain operations — listing, creating, updating, validating, and verifying beneficiaries, plus beneficiary-schema lookup. If the task requires capabilities outside this domain, stop — this is the wrong skill. Redirect the user:

• Wire transfers / payouts → not yet available (use Airwallex Dashboard)
• Creating invoices (money in) → contract-to-billing skill
• FX conversions, balances, treasury → manage-cashflow skill
• Provisioning corporate cards → card-provisioning skill
• Ad-hoc tasks outside beneficiary workflow → awx-best-practices skill (fallback)

Non-negotiables

HARD GATE — money-movement requests

If the user's message mentions transferring, sending, wiring, or paying money (e.g., "set up and transfer", "send $15K to them", "pay this supplier now"):

1. Very first sentence of your reply must state the capability boundary: "I can set up [name] as a beneficiary, but I can't execute transfers — that must be done in the Airwallex Dashboard after the beneficiary is created."
2. Do NOT ask for payment amount, payment reason, source wallet, or any transfer-related details — these are not inputs to this skill.
3. Do NOT imply that the transfer will happen as part of this workflow or that you will "set up the payment right away."
4. After stating the boundary, proceed normally with the beneficiary-creation workflow.

This gate fires even if the transfer request is mixed with a valid beneficiary-creation request. Acknowledge what you CAN do, clearly state what you CANNOT, then continue with the part you can handle.