feat(wealth-management): add meeting-notes skill and /meeting-notes command#256
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raihan-js wants to merge 1 commit into
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feat(wealth-management): add meeting-notes skill and /meeting-notes command#256raihan-js wants to merge 1 commit into
raihan-js wants to merge 1 commit into
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…ommand The post-meeting counterpart to client-review: that skill preps the meeting, this one documents it. Turns raw client-meeting notes into a structured recap, decisions and IPS changes, an action-item table with owners and dates, a client follow-up email, and a compliance file note — all staged for advisor review. Documentation only: no advice, no suitability determination, nothing sent or filed automatically. - skills/meeting-notes/SKILL.md - commands/meeting-notes.md (/meeting-notes) - README: wealth-management skill table row Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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What
Adds a
meeting-notesskill and/meeting-notescommand to thewealth-managementvertical.Why
The vertical has
client-reviewto prepare for a client meeting, but nothing to document one afterward — which is the other half of the workflow and a recordkeeping requirement for advisors. This is the post-meeting counterpart.What it does
Takes the advisor's raw meeting notes and produces:
Documentation only — no advice, no suitability determination, and nothing is sent or filed automatically; everything is staged for advisor review. Carries the repo's standard guardrails and "don't invent — mark
[CONFIRM]" rule.Changes
plugins/vertical-plugins/wealth-management/skills/meeting-notes/SKILL.md(new)plugins/vertical-plugins/wealth-management/commands/meeting-notes.md(new →/meeting-notes)README.md— row added to the wealth-management skill tableplugin.json— version bumped0.1.2 → 0.1.3Validation
python3 scripts/check.py→ OK, 0 issuessecret-scancheck) passes locally