joellewis/finance_skills
know-your-customer
Guide customer onboarding identification, due diligence, and profile maintenance under FINRA Rule 2090, the CIP rules, and the FinCEN CDD Rule. Use when the…
Installation
npx skills add https://github.com/joellewis/finance_skills
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npx skills add https://github.com/joellewis/finance_skills
More details
Agent compatibility
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
Repository health
main
History
- First seen on skills.sh
- First recorded snapshot · 544 installs