Fsi Command Proposal

Use when financial-services work requires create an investment proposal for a prospect.

changhochien 95b4e97 1.1 KB Updated

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FSI Command: /proposal

Overview

This is the Hermes profile equivalent of the original Cowork slash command /proposal from wealth-management. Invoke it explicitly with /skill fsi-command-proposal or ask in natural language for this workflow.

When to Use

  • Use when the user asks for /proposal or a proposal financial-services workflow.
  • Use when the user wants the command procedure rather than a free-form answer.

Command Procedure

Load the investment-proposal skill to create a personalized investment proposal for a prospective client.

If a prospect name is provided, use it. Otherwise ask for prospect details.

Hermes Invocation

  • Explicit: /skill fsi-command-proposal
  • Natural language: “Use the proposal command workflow for ...”

Verification Checklist

  • The command intent, inputs, and output format are confirmed.
  • The output cites sources or clearly labels assumptions.
  • The final artifact is marked draft / for human review when appropriate.

changhochien/financial-services-hermes/tree/main/skills/financial-services/commands/fsi-command-proposal commit 95b4e9713c

Frequently asked questions

npx skillmds@latest add changhochien/fsi-command-proposal