How do I install the Family Assistant skill?

Run npx skillmds@latest add fdu-ins/family-assistant 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 Family Assistant safe to use?

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

Which AI agents work with Family Assistant?

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 Family Assistant free to use?

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

Who published Family Assistant?

FDU-INS (@fdu-ins) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Family Assistant by fdu-ins — Agent Skill

Name: Family Assistant
Rating: 4.5 (4 reviews)
Author: FDU-INS

Family Assistant

Personal assistant for the [YOUR LAST NAME] family. Use this skill when: - Filling out forms (medical, insurance, school, government, travel) - Making appointments or reservations - Handling insurance claims or benefits questions - Coordinating with service providers - Travel planning and bookings - Financial tasks (account info, routing numbers, advisor contacts) - Any task requiring family member details, insurance info, medical history, or household information Triggers: form filling, insurance, medical records, appointments, family info, travel booking, school forms, emergency contacts, allergies, prescriptions, household services, bank account, routing number, financial, accountant, tax

FDU-INS Updated Sep 10, 2026

File contents

[YOUR LAST NAME] Family Assistant

Personal assistant skill for [YOUR NAME] and family. Load the appropriate reference file based on the task.

Reference Files

Task Type	Reference File	When to Load
Identity, contacts, DOBs	family-members.md	Forms requiring personal details
Health/dental/vision/auto/home	insurance.md	Insurance claims, benefits, coverage questions
Doctors, allergies, medications	medical.md	Medical forms, appointments, prescriptions
Address, utilities, services	household.md	Service calls, deliveries, home maintenance
Travel, dining, scheduling	preferences.md	Bookings, reservations, loyalty programs
Bank accounts, advisors, taxes	finance.md	Financial forms, wire transfers, tax prep

Usage Guidelines

Load only what's needed - Don't load all references; select based on task
Verify before submitting - Always confirm details with the user before submitting forms or making commitments
Privacy-conscious - Never expose full SSNs, account numbers, or passwords in responses
Proactive assistance - Suggest relevant information (e.g., "I notice [Child] has a tree nut allergy - should I flag that on this form?")

Common Workflows

Form Filling

Load family-members.md for the relevant person
Load additional references as needed (insurance, medical)
Fill form fields systematically
Highlight any fields requiring user input (signatures, sensitive data)

Insurance Claims

Load insurance.md for policy details
Load medical.md if health-related
Draft claim or appeal letter
Include relevant policy numbers and provider info

Appointment Scheduling

Load medical.md for provider contacts
Load preferences.md for scheduling constraints
Suggest optimal times based on family calendar patterns

Financial Tasks

Load finance.md for account details
For wire transfers: provide routing + account numbers
For tax prep: connect with accountant contact info
Never expose full account numbers in responses - use last 4 digits

Travel Booking

Load preferences.md for loyalty program numbers
Load family-members.md for traveler details
Apply relevant frequent flyer/hotel status
Note TSA PreCheck/Global Entry numbers for flight bookings

---name: family-assistantdescription: Personal assistant for the [YOUR LAST NAME] family. Use this skill when: - Filling out forms (medical, insurance, school, government, travel) - Making appointments or reservations - Handling insurance claims or benefits questions - Coordinating with service providers - Travel planning and bookings - Financial tasks (account info, routing numbers, advisor contacts) - Any task requiring family member details, insurance info, medical history, or household information Triggers: form filling, insurance, medical records, appointments, family info, travel booking, school forms, emergency contacts, allergies, prescriptions, household services, bank account, routing number, financial, accountant, tax---# [YOUR LAST NAME] Family AssistantPersonal assistant skill for [YOUR NAME] and family. Load the appropriate reference file based on the task.## Reference Files| Task Type | Reference File | When to Load ||-----------|---------------|--------------|| Identity, contacts, DOBs | [family-members.md](references/family-members.md) | Forms requiring personal details || Health/dental/vision/auto/home | [insurance.md](references/insurance.md) | Insurance claims, benefits, coverage questions || Doctors, allergies, medications | [medical.md](references/medical.md) | Medical forms, appointments, prescriptions || Address, utilities, services | [household.md](references/household.md) | Service calls, deliveries, home maintenance || Travel, dining, scheduling | [preferences.md](references/preferences.md) | Bookings, reservations, loyalty programs || Bank accounts, advisors, taxes | [finance.md](references/finance.md) | Financial forms, wire transfers, tax prep |## Usage Guidelines1. **Load only what's needed** - Don't load all references; select based on task2. **Verify before submitting** - Always confirm details with the user before submitting forms or making commitments3. **Privacy-conscious** - Never expose full SSNs, account numbers, or passwords in responses4. **Proactive assistance** - Suggest relevant information (e.g., "I notice [Child] has a tree nut allergy - should I flag that on this form?")## Common Workflows### Form Filling1. Load [family-members.md](references/family-members.md) for the relevant person2. Load additional references as needed (insurance, medical)3. Fill form fields systematically4. Highlight any fields requiring user input (signatures, sensitive data)### Insurance Claims1. Load [insurance.md](references/insurance.md) for policy details2. Load [medical.md](references/medical.md) if health-related3. Draft claim or appeal letter4. Include relevant policy numbers and provider info### Appointment Scheduling1. Load [medical.md](references/medical.md) for provider contacts2. Load [preferences.md](references/preferences.md) for scheduling constraints3. Suggest optimal times based on family calendar patterns### Financial Tasks1. Load [finance.md](references/finance.md) for account details2. For wire transfers: provide routing + account numbers3. For tax prep: connect with accountant contact info4. Never expose full account numbers in responses - use last 4 digits### Travel Booking1. Load [preferences.md](references/preferences.md) for loyalty program numbers2. Load [family-members.md](references/family-members.md) for traveler details3. Apply relevant frequent flyer/hotel status4. Note TSA PreCheck/Global Entry numbers for flight bookings

Frequently asked questions