How do I install the Brokercheck Advisor Enrichment skill?

Run npx skillmds@latest add codyswanngt/brokercheck-advisor-enrichment in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Brokercheck Advisor Enrichment safe to use?

This skill has not completed SkillMD's automated safety review yet. SkillMD never runs a skill's scripts for you; review the SKILL.md before installing.

Which AI agents work with Brokercheck Advisor Enrichment?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Brokercheck Advisor Enrichment free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Brokercheck Advisor Enrichment?

codyswanngt (@codyswanngt) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Brokercheck Advisor Enrichment by codyswanngt

Name: Brokercheck Advisor Enrichment
Author: codyswanngt

Brokercheck Advisor Enrichment

Run the scheduled AdvisorBook BrokerCheck enrichment cycle for existing Advisor rows missing FINRA CRDs. Uses Bun, respects the 7-day state skip, avoids force mode, verifies Harper writes, and reports match/load counts.

codyswanngt Updated Sep 17, 2026

File contents

BrokerCheck Advisor Enrichment

Use this skill for the recurring AdvisorBook BrokerCheck enrichment automation. It resolves existing advisors missing finraCrd values and loads regulator-of-record data into Harper.

Pre-flight

Before repo work, ensure the automation checkout is current:

Inspect git status --short.
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.
For any other dirty path or diff, stop and report the blocker without changing repo or external state.
Run git fetch origin --prune and git rebase origin/main; stop on failure or conflicts.

Use Bun:

bun run build

Enrich Existing Advisors

bun run brokercheck -- --enrich --max 20

Respect the 7-day skip state. Do not pass --force unless the user explicitly requests it in a future run.

BrokerCheck wins for regulatory facts. Preserve regulator provenance through the repo's existing BrokerCheck loader paths.

Verify And Report

Verify with deployed REST credentials when available; otherwise use local verification only when local Harper is running:

bun run verify:rest
bun run verify

Report matched, no-match, ambiguous, and loaded counts; BrokerCheck block or rate-limit responses; verification status; and runtime or credential blockers.

Frequently asked questions