Advisor Public Web Research

Advisor Public Web Research

Use this skill for the recurring AdvisorBook public-web research automation. It selects due advisors, adds only source-backed soft facts, records every advisor checked, and reports concise run evidence.

Pre-flight

Before repo work, ensure the automation checkout is current:

1. Inspect git status --short.
2. If the only dirty path is eslint.ignore.config.json and its only diff is the project-bootstrap removal of the .codex/** ignore entry, restore that file and continue.
3. For any other dirty path or diff, stop and report the blocker without changing repo or external state.
4. Run git fetch origin --prune and git rebase origin/main; stop on failure or conflicts.

Use Bun and the deployed Harper target:

export HDB_TARGET_URL=https://advisory-rankings-de.cody-swann-org.harperfabric.com
bun run build

Select Due Advisors

bun run research:advisors -- due --max 5 --stale-days 30 --json

Process only the selected advisors. Do not expand the batch.

Research Rules

For each advisor, search high-signal public sources:

• firm bios and team pages
• ranking or list pages
• press releases and public announcements
• LinkedIn profile URL from search snippets only

Do not scrape LinkedIn pages. Do not write facts from unsupported snippets or unsourced inference. Only write facts that can be backed by a source URL and recorded as FieldAssertion provenance.

Record Each Advisor

After every selected advisor, record the result so later runs can skip recent checks:

bun run research:advisors -- record --advisor-id <id> --status <success|no_new_data|ambiguous|failed> --sources <comma-separated URLs> --notes <brief result>

Use ambiguous when identity or source evidence is unclear instead of guessing.

Verify And Report

Run deployed verification when credentials are available:

bun run verify:rest

Report selected advisors, source URLs checked, facts added, statuses recorded, verification status, and blockers.