fsc-relationship-groups

fsc-relationship-groups is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 87 tokens per session (4,632 once invoked), scanned A, original, Apache-2.0.

A guide to Financial Services Cloud groups that organize people and organizations into households, professional groups, or trusts and combine their wealth information.

In plain words
What is it for?
Use it to create and troubleshoot relationship groups, assign member roles, mark a primary group, and manage wealth rollups.
Why use it?
It helps prevent incomplete group totals caused by incorrect member roles, group settings, or field configuration.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to create and troubleshoot relationship groups, assign member roles, mark a primary group, and manage wealth rollups.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/fsc-relationship-groups
Install

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.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill fsc-relationship-groups
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote 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.

agentmods badge for fsc-relationship-groups

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fsc-relationship-groups/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fsc-relationship-groups)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fsc-relationship-groups"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fsc-relationship-groups/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.

agentmods 80×15 button for fsc-relationship-groups

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/fsc-relationship-groups"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/fsc-relationship-groups.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 87 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,632 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

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.

ModelPer sessionOnce invoked
Fable 5.1 $0.00087 $0.04632
Opus 5 $0.00044 $0.02316
Sonnet 5 $0.00017 $0.00926
Haiku 4.5 $0.00009 $0.00463

Measured 8d ago against content hash f570bf4be43d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

fsc-relationship-groups 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 8d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_fsc_relationship_groups.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

skills/admin/fsc-relationship-groups/SKILL.md · 237 lines

How it starts

The opening of the file, as written. The whole thing — 237 lines — stays where its author put it; the contents beside it link to each section on GitHub.

FSC Relationship Groups

Use this skill when configuring or troubleshooting FSC Relationship Groups — the mechanism by which Financial Services Cloud organizes Person Account clients into financial units (Households, Professional Groups, or Trusts) and aggregates wealth data across members. This skill covers the three group record types, member role fields on AccountContactRelation, the Primary Group constraint that governs rollup eligibility, and the silent failure modes that produce incomplete wealth aggregation.


Before Starting

Gather this context before working on anything in this domain:

  • Confirm FSC packaging model. Managed-package FSC orgs use the FinServ__ namespace (e.g., FinServ__PrimaryGroup__c, FinServ__IncludeInGroup__c). Core FSC orgs (GA since Winter '23) expose these as standard fields without the namespace. Every field reference, SOQL query, Flow, and Apex class must use the correct form or fail silently.
  • Confirm which group type is needed. FSC offers three Account record types for Relationship Groups: Household (family financial unit), Professional Group (business partners, partnership entities), and Trust (estate planning, revocable/irrevocable trusts). The correct record type determines page layout, available FSC components, and how the group is surfaced in FSC advisor workflows.
  • Confirm one-primary-group-per-member constraint. Each Person Account can belong to multiple Relationship Groups, but only ONE of those groups may have FinServ__PrimaryGroup__c = true on the member's ACR. Rollup totals (total assets, net worth) aggregate exclusively from members whose FinServ__PrimaryGroup__c = true on that group's ACR records. A member added to a second group without designating it as primary silently contributes nothing to that second group's rollup.
  • Confirm Person Accounts are enabled. Relationship Group members must be Person Accounts. The group itself is a standard Account record. This is the same prerequisite as the household model.

Read the full file on GitHub · 237 lines

Files

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.

Changes

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.

  1. 8d ago First seen · 237 lines · 87 tokens per session scan A f570bf4be43d

Subscribe to this mod's changes

fsc-relationship-groups is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 87 tokens to every session and 4,632 once invoked, about $0.0004 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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