Getting it into your agent
One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill financial-account-setupgit clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkillsWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/financial-account-setup)<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/financial-account-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/financial-account-setup/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/financial-account-setup"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/financial-account-setup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00125 | $0.03870 |
| Opus 5 | $0.00063 | $0.01935 |
| Sonnet 5 | $0.00025 | $0.00774 |
| Haiku 4.5 | $0.00013 | $0.00387 |
Grade A, and why
financial-account-setup scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 195 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Financial Account Setup
Use this skill when configuring Financial Services Cloud (FSC) financial accounts and their related data model — account types, holdings, financial goals, account roles, and household rollup behavior. This skill covers the end-to-end setup of the FinancialAccount object (API name: FinServ__FinancialAccount__c in managed-package orgs, FinancialAccount in Core FSC Winter '23+ orgs) and all directly dependent objects.
This skill does NOT cover standard Salesforce Account objects, Revenue Cloud, or Accounting Subledger. When you see "financial account" in a non-FSC context, do not activate this skill.
Before Starting
- Confirm the FSC packaging model. Managed-package FSC orgs use the
FinServ__namespace (e.g.,FinServ__FinancialAccount__c). Core FSC orgs (General Availability since Winter '23) use standard API names without the namespace (e.g.,FinancialAccount). Mixing the two naming conventions in code or metadata will cause deployment failures. - Identify which household model is in use. FSC supports individual (Person Account), household (Account with type = Household), and both. Rollup behavior is driven by the Primary Owner's household — if joint owners belong to a different household, balances will not roll up to them by default.
- Clarify held-away vs originated accounts. Held-away accounts represent assets held at another institution, entered manually or imported. Originated accounts are accounts the advising firm services directly. These require different permission designs, field layouts, and data governance rules.
- Determine account types. The
FinancialAccountTypepicklist drives record type selection, page layout rendering, and validation rules. Agreeing on required types (401k, IRA, Roth IRA, brokerage, checking, savings, 529, whole life) before configuration avoids mid-project rework.
Core Concepts
FinancialAccount Object and API Name Variance
The FinancialAccount object is the central object for all FSC financial account data. In managed-package (ISV-packaged) FSC orgs — the most common deployment prior to Winter '23 — the object is a custom object with the namespace prefix: FinServ__FinancialAccount__c. All related fields also carry the FinServ__ prefix (e.g., FinServ__Balance__c, FinServ__PrimaryOwner__c).
What ships with it
6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 9d ago First seen · 195 lines · 125 tokens per session scan A eeacca928bf6
financial-account-setup is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 125 tokens to every session and 3,870 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.
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