Designs, reviews, operates and audits systems that hold, move, account for and report money — ledgers, payments, banking and open finance, reconciliation and close, risk, fraud, AML, markets and portfolio accounting, and corporate finance/FP&A. Brings a normative money model (minor units, rounding and allocation…
Skill abrangente pra trabalhar com dados financeiros via Banco MCP — analisar gastos, gerar extratos, fluxo de caixa, fatura de cartão, carteira de investimentos. Use sempre que o usuário perguntar sobre dinheiro, gastos, banco, cartão, investimentos, fatura, saldo, extrato, transações, ou variantes. Orquestra as 13…
Acts as the Customer Service Advisor of a regulated financial institution running Mifos X. Receives individual or legal-entity customers, identifies their main need, performs minimal profiling, applies basic eligibility filters, and routes the case to the Investment Commercial Advisor, the Credit Analyst, or the…
Build and maintain a personal finance context for the sb1 CLI (SpareBank 1) by running a short onboarding interview over the user's own accounts and transactions, then saving the answers to a private, git-ignored file the agent reads at the start of future finance sessions. Captures the meaning the bank can't know …
Use esta skill para implementar, revisar, depurar, testar, migrar ou explicar integrações com a plataforma de desenvolvedores do Banco Inter Empresas, incluindo OAuth 2.0 + mTLS, Banking, Pix, Pix Automático, Cobrança Boleto com Pix V3, Webhooks, Sandbox, SDKs, CNAB, Crédito Empresas e Crédito Imobiliário.
Route sourced research about money markets, covered-bank risk, BTC exits, GIFT City, reference forex and caller-assumption gold scenarios across Seiche, LiquiLens and Undertow. Preserve source dates, rights, missing evidence and scenario assumptions; never infer execution prices or eligibility.
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changed 19d agoA64 tokens
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