Integration Patterns

Covers the nuts and bolts of connecting financial systems: FIX protocol for order routing, ISO 20022 for SWIFT migrations, batch file processing for custodian feeds, and API design patterns that handle idempotency and retry logic. You'll want this when you're building integration pipelines between portfolio management systems, trading platforms, and custodians, or when you're debugging why reconciliation keeps breaking. The material is practical, covering things like cursor-based pagination for large position datasets, circuit breakers for flaky upstream systems, and mTLS for secure custodian connections. It won't teach you business logic, but it will help you design integrations that don't lose transactions or double-process trades.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill integration-patterns --agent claude-code