Health Check Endpoints

Embed compliance controls into account opening and verify regulatory readiness. Use when designing CIP/KYC identity verification gates, implementing OFAC and sanctions screening at onboarding, collecting beneficial ownership certification for entity or trust accounts, building risk-based approval tiers that route applications by risk level, defining compliance screening requirements and exception tracking, adding senior investor protections (FINRA Rules 2165/4512) or trusted contact procedures, establishing CDD risk ratings and ongoing monitoring triggers, or preparing account opening procedures for SEC or FINRA examination. For the operational pipeline these controls plug into, see account-opening-workflow.

Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks. Use when the user asks about tracking firm-level metrics, monitoring advisor productivity, measuring organic growth rate, analyzing client retention and attrition, building executive or branch manager views, setting up exception alerts for NIGO and operational items, benchmarking against industry peers, or designing role-based dashboard access. Also trigger when users mention 'how is the practice doing', 'revenue per advisor', 'client attrition', 'net new assets', 'effective fee rate', 'practice benchmarking', 'AUM growth decomposition', or 'advisor capacity'.

Build autonomous AI agents with Claude Agent SDK. Structured outputs guarantee JSON schema validation, with plugins system and hooks for event-driven workflows. Prevents 14 documented errors. Use when: building coding agents, SRE systems, security auditors, or troubleshooting CLI not found, structured output validation, session forking errors, MCP config issues, subagent cleanup.

Provides domain-specific best practices for Node.js development with TypeScript, covering type stripping, async patterns, error handling, streams, modules, testing, performance, caching, logging, and more. Use when setting up Node.js projects with native TypeScript support, configuring type stripping (--experimental-strip-types), writing Node 22+ TypeScript without a build step, or when the user mentions 'native TypeScript in Node', 'strip types', 'Node 22 TypeScript', '.ts files without compilation', 'ts-node alternative', or needs guidance on error handling, graceful shutdown, flaky tests, profiling, or environment configuration in Node.js. Helps configure tsconfig.json for type stripping, set up package.json scripts, handle module resolution and import extensions, and apply robust patterns across the full Node.js stack.

Build and deploy AI agents with Cloudbase Agent (TypeScript), a TypeScript SDK implementing the AG-UI protocol. Use when: (1) deploying agent servers with @cloudbase/agent-server, (2) using LangGraph adapter with ClientStateAnnotation, (3) using LangChain adapter with clientTools(), (4) building custom adapters that implement AbstractAgent, (5) understanding AG-UI protocol events, (6) building web UI clients with @ag-ui/client, (7) building WeChat Mini Program UIs with @cloudbase/agent-ui-miniprogram.

Expert bash/shell scripting across environments where Bash is available (Linux, macOS, Git Bash on Windows, WSL, containers). This is a Bash-focused skill - it does not provide PowerShell parity; on Windows the target is the Bash interpreter (Git Bash / WSL), not native PowerShell. PROACTIVELY activate for: (1) ANY bash/shell script task, (2) System automation, (3) DevOps/CI/CD scripts, (4) Build/deployment automation, (5) Script review/debugging, (6) Converting commands to scripts. Provides: Google Shell Style Guide compliance, ShellCheck validation, Bash portability across Linux/macOS/WSL/Git Bash/containers, POSIX compliance, security hardening, error handling, performance optimization, testing with BATS, and production-ready patterns. Ensures professional-grade, secure, portable Bash scripts every time.