institutional-client-review-prep

institutional-client-review-prep is a skill for Claude Code, Codex from microsoft/cat-agent-skills. It costs 147 tokens per session (4,174 once invoked), scanned A, original, MIT.

A preparation workflow for reviewing an institutional investment client's mandate, using the client's investment policy and prior records. It creates a private internal brief separately from material shown to the client.

In plain words
What is it for?
Use it to prepare an endowment or pension-plan mandate review, consultant meeting, or client presentation from supplied records.
Why use it?
It keeps agreed responsibilities and open questions organised while preventing internal notes from appearing in client-facing material. It also shows which commitments are confirmed, closed, or unclear.

Skill for Claude CodeCodex ✓ vendor

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

Good fit Use it to prepare an endowment or pension-plan mandate review, consultant meeting, or client presentation from supplied records.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/microsoft/cat-agent-skills/institutional-client-review-prep
About the project

microsoft/cat-agent-skills is a static website that catalogs reusable instruction sets and related packages for AI agents. People use it to search, filter, rate, and download skills for Cowork, Copilot Studio, and Scout, along with Copilot plugins and Scout automations. The catalogue entries are the skills, instructions, plugins, and settings displayed by the site.

microsoft/cat-agent-skills · 101 stars · on GitHub

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 microsoft/cat-agent-skills --skill institutional-client-review-prep
Clone the repo
git clone --depth 1 https://github.com/microsoft/cat-agent-skills

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 institutional-client-review-prep

README.md
[![agentmods](https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/institutional-client-review-prep/github.svg)](https://agentmods.dev/skills/microsoft/cat-agent-skills/institutional-client-review-prep)
Your own site
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/institutional-client-review-prep"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/institutional-client-review-prep/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 institutional-client-review-prep

Your own site · 80×15
<a href="https://agentmods.dev/skills/microsoft/cat-agent-skills/institutional-client-review-prep"><img src="https://agentmods.dev/badge/skills/microsoft/cat-agent-skills/institutional-client-review-prep.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 147 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,174 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 $0.00147 $0.04174
Opus 5.5 $0.00059 $0.01670
Sonnet 5.5 $0.00029 $0.00835
Haiku 4.5 $0.00015 $0.00417

Measured 2d ago against content hash 456c4f2bd8f4, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

institutional-client-review-prep 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 2d 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.

submissions/fsi-asset-management/skills/institutional-client-review-prep/SKILL.md · 231 lines

How it starts

The opening of the file, as written. The whole thing — 231 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Quick Start

User: "Prepare the Northstar Endowment investment-mandate review from these supplied records."

Confirm the mandate and logistics, reconcile OPEN/CLOSED/UNCLEAR commitments, summarize the IPS without a compliance judgment, and keep internal observations out of the client deck.

Runtime capability checks

Read references/house-rules.md before drafting. "WorkIQ" below names a search capability, not an assumed callable API. Use SearchM365 for M365 content discovery when available and ExecuteSql for supported structured record reads (for example, dated calendar records); inspect the actual tool schema before calling it. Check configured connector capabilities rather than assuming a named provider exists. Public retrieval may use an available direct-fetch tool or the browser; discovery alone is not source evidence. If a capability or destination skill is unavailable, disclose that specific limitation and use the existing upload/gap path, never invent a call or claim it ran. Create files only through the available format skill; otherwise provide the drafted content and state that file creation remains incomplete.

Workflow handoffs — no scope expansion

Only perform the workflow defined in this skill's Scope. For a different job, check that the destination exists and accepts it before handing off; never claim an unavailable skill ran. Do not reinvoke yourself for the current job.

  • For a new/ad-hoc institutional questionnaire, use rfp-ddq-response-draft instead.
  • For a recurring consultant profile with a prior submission to compare, use consultant-database-refresh instead.
  • For named fund/portfolio/strategy periodic investor commentary, use investment-commentary-draft instead.
  • For a matched two-filing issuer-language diff, use security-research-brief instead.
  • For a fund/share-class product comparison, use peer-product-intelligence instead.
  • For a named institutional investment-client mandate review, use institutional-client-review-prep instead.

Read the full file on GitHub · 231 lines

Files

What ships with it

2 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. 2d ago First seen · 231 lines · 147 tokens per session scan A 456c4f2bd8f4

Subscribe to this mod's changes

institutional-client-review-prep is a skill published in the GitHub repository microsoft/cat-agent-skills (101 stars, last pushed yesterday), licensed MIT. It adds 147 tokens to every session and 4,174 once invoked, about $0.0006 per session on Opus 5.5. 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 2026-11-06.

Related

institutional-client-review-prep compared with skills from other repositories

institutional-client-review-prep next to 6 skills from other repositories
ModTypeStarsLast pushLicenceScanTokensWorks with
institutional-client-review-prepmicrosoft/cat-agent-skillsSkill101yesterdayMITA147Claude Code, Codex
sector-rotationHKUDS/Vibe-TradingSkill38ktodayMITA39Claude Code, Codex
strategy-pivot-designertradermonty/claude-trading-skillsSkill3.7ktodayMITA28Claude Code, Codex
twitter-readerhimself65/finance-skillsSkill3.5k4d agoMITA110Claude Code
energy-procurementhashgraph-online/awesome-codex-pluginsSkill1.5ktodayApache-2.0A93Claude Code, Codex
airdrop-hunting-guidenirholas/three.wsSkill271todayApache-2.0A54Claude Code, Codex
multi-expert-analyzerdigoal/blogSkill8.6k4d agoGPL-2.0A292Codex