Onboard client
Skill DannyBruno/plint/examples/good_agent/skills/onboard-client
Use this when a new client onboarding request arrives via email or form submission. Do NOT use for existing-client requests or for changing an already-onboarded client's details — use the update-client skill for those.From its SKILL.md
npx -y skills add DannyBruno/plint --skill onboard-clientAssembled from the repository path, not quoted from the project. Check it against their README if it does not work.
2 things to look at
- 1 stars1 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.
- runs commandsInstructs the agent to run 5 commands, including `Call `lookup_client` with the email address.` and 4 more.
SKILL.md
1.0 KB, 166 tokens by cl100k_base, as published. Nobody here has run it
Client onboarding
Inputs
- Client contact record from the email or form payload.
- KYC document attachments, if present.
Procedure
- Call
lookup_clientwith the email address. If a match exists, stop and ask for human confirmation. - Call
create_client_recordwith the parsed contact fields. - For each KYC attachment, call
store_kyc_documentwith the document and the new client id. - Call
send_welcome_emailwith the new client id and the welcome template variant matching the firm. - Write a one-line note to the operations log via
append_ops_log.
Stop conditions
- Duplicate match in step 1 → escalate to human.
- Any tool returns an error → escalate to human and do not retry silently.
What ships with it
Read from the repository
Just SKILL.md. No reference files, no scripts.