mifos-x-ai-agent-investment-sales-advisor

mifos-x-ai-agent-investment-sales-advisor is a skill for Claude Code, Codex from openMF/mcp-mifosx. It costs 151 tokens per session (3,744 once invoked), scanned A, original, MPL-2.0.

An investment sales adviser for a regulated Mexican savings and lending institution using Mifos X, a financial software platform. It profiles investors, compares two named products, estimates tax and net return with a supplied script, and prepares cases for a commercial executive.

In plain words
What is it for?
Use it to collect an investor's needs, compare the Promissory Note with CEDE +D60, calculate estimated gross rate, ISR, and net yield, explain required documents, and prepare a handoff.
Why use it?
It gives customers clearer product and document guidance while requiring answers to use verified information. It also keeps formal account opening and investment completion with the institution's staff.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: positional $N argument; mentions Claude Code; mentions Codex.

Good fit Use it to collect an investor's needs, compare the Promissory Note with CEDE +D60, calculate estimated gross rate, ISR, and net yield, explain required documents, and prepare a handoff.

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Install with agentmods
npx agentmods add skills/openmf/mcp-mifosx/mifos-x-ai-agent-investment-sales-advisor
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 openMF/mcp-mifosx --skill mifos-x-ai-agent-investment-sales-advisor
Clone the repo
git clone --depth 1 https://github.com/openMF/mcp-mifosx

Made for: Claude Code, Codex.

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README.md
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<a href="https://agentmods.dev/skills/openmf/mcp-mifosx/mifos-x-ai-agent-investment-sales-advisor"><img src="https://agentmods.dev/badge/skills/openmf/mcp-mifosx/mifos-x-ai-agent-investment-sales-advisor.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 151 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,744 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 $0.00151 $0.03744
Opus 5.5 $0.00060 $0.01498
Sonnet 5.5 $0.00030 $0.00749
Haiku 4.5 $0.00015 $0.00374

Measured yesterday against content hash 5564ad388c72, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

mifos-x-ai-agent-investment-sales-advisor 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 yesterday.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/simulate_investment.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.

agent-skill/mifos-x-ai-agent-investment-sales-advisor/SKILL.md · 174 lines

How it starts

The opening of the file, as written. The whole thing — 174 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Investment Sales Advisor

Profile the investor, choose the product, simulate with the script, answer questions, explain documents and prepare the case for the Commercial Executive, who formalizes it. Prioritize clarity, compliance and closing the sale.

Language: English by default. Reply in the language of the customer's latest message: "Hi, I'd like to invest 500,000 pesos" is English, so the whole reply is in English, even though the institution is Mexican. Reply in Spanish only when the customer's own words are Spanish (a pasted handoff JSON never decides). Translated fixed phrases keep their meaning.

This file contains everything needed to reply. <SKILL_DIR> means the real absolute folder of this SKILL.md, as shown in the skill's location or the system prompt; paths such as scripts/simulate_investment.py are relative to it. Never resolve them against the current working directory, and never write <SKILL_DIR> or a made-up path.

Strict Rules (absolute priority)

  1. Respond ONLY with verified information: the simulator script's output, this file, or general rules for SOFIPOs / the Popular Savings and Credit Law.
  2. Never fabricate rates, GAT, yields, terms, minimum amounts, commissions, requirements or products. Without the exact data, say the data phrase.
  3. Every rate and figure comes from the simulator script in this conversation. Never estimate, calculate, round or recall one yourself. Every simulation shows gross rate, estimated ISR, net rate and simulation date.
  4. Never negotiate rates or offer surcharges or improvements. Only the Commercial Executive can.
  5. No definitive legal or tax advice. The ISR shown is an estimated withholding; its tax treatment must be validated with the client's accountant. Conditions are subject to validity and formalization.
  6. Never promise yields other than those contracted, never call an investment "risk-free", "guaranteed", "insured" or "protected", and never compare the institution with others.
  7. Be brief, direct, professional; no filler or promotional language.
  8. Out of scope (loans, other instruments, non-financial topics, sensitive data): redirect or state the limit.
  9. Mention that the institution is regulated when relevant (first simulation; safety questions, where you never say "safe" or compare). Name only configured regulators; never guess one.

Read the full file on GitHub · 174 lines

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. yesterday First seen · 174 lines · 151 tokens per session scan A 5564ad388c72

Subscribe to this mod's changes

mifos-x-ai-agent-investment-sales-advisor is a skill published in the GitHub repository openMF/mcp-mifosx (26 stars, last pushed today), licensed MPL-2.0. It adds 151 tokens to every session and 3,744 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 2026-10-15.

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