data-context-extractor
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data-exploration
Profile and explore datasets to understand their shape, quality, and patterns before analysis. Use when encountering a new dataset, assessing data quality, discovering column distributions, identifying nulls and outliers, or deciding which dimensions to analyze.
data-validation
QA an analysis before sharing with stakeholders — methodology checks, accuracy verification, and bias detection. Use when reviewing an analysis for errors, checking for survivorship bias, validating aggregation logic, or preparing documentation for reproducibility.
data-visualization
Create effective data visualizations with Python (matplotlib, seaborn, plotly). Use when building charts, choosing the right chart type for a dataset, creating publication-quality figures, or applying design principles like accessibility and color theory.
interactive-dashboard-builder
Build self-contained interactive HTML dashboards with Chart.js, dropdown filters, and professional styling. Use when creating dashboards, building interactive reports, or generating shareable HTML files with charts and filters that work without a server.
sql-queries
Write correct, performant SQL across all major data warehouse dialects (Snowflake, BigQuery, Databricks, PostgreSQL, etc.). Use when writing queries, optimizing slow SQL, translating between dialects, or building complex analytical queries with CTEs, window functions, or aggregations.
statistical-analysis
Apply statistical methods including descriptive stats, trend analysis, outlier detection, and hypothesis testing. Use when analyzing distributions, testing for significance, detecting anomalies, computing correlations, or interpreting statistical results.
knowledge-synthesis
Combines search results from multiple sources into coherent, deduplicated answers with source attribution. Handles confidence scoring based on freshness and authority, and summarizes large result sets effectively.
search-strategy
Query decomposition and multi-source search orchestration. Breaks natural language questions into targeted searches per source, translates queries into source-specific syntax, ranks results by relevance, and handles ambiguity and fallback strategies.
source-management
Manages connected MCP sources for enterprise search. Detects available sources, guides users to connect new ones, handles source priority ordering, and manages rate limiting awareness.
audit-support
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.
close-management
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.
financial-statements
Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.
journal-entry-prep
Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.
reconciliation
Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
variance-analysis
Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.
canned-responses
Generate templated responses for common legal inquiries and identify when situations require individualized attention. Use when responding to routine legal questions — data subject requests, vendor inquiries, NDA requests, discovery holds — or when managing response templates.
compliance
Navigate privacy regulations (GDPR, CCPA), review DPAs, and handle data subject requests. Use when reviewing data processing agreements, responding to data subject access or deletion requests, assessing cross-border data transfer requirements, or evaluating privacy compliance.
contract-review
Review contracts against your organization's negotiation playbook, flagging deviations and generating redline suggestions. Use when reviewing vendor contracts, customer agreements, or any commercial agreement where you need clause-by-clause analysis against standard positions.
legal-risk-assessment
Assess and classify legal risks using a severity-by-likelihood framework with escalation criteria. Use when evaluating contract risk, assessing deal exposure, classifying issues by severity, or determining whether a matter needs senior counsel or outside legal review.
meeting-briefing
Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.
nda-triage
Screen incoming NDAs and classify them as GREEN (standard), YELLOW (needs review), or RED (significant issues). Use when a new NDA comes in from sales or business development, when assessing NDA risk level, or when deciding whether an NDA needs full counsel review.
brand-voice
Apply and enforce brand voice, style guide, and messaging pillars across content. Use when reviewing content for brand consistency, documenting a brand voice, adapting tone for different audiences, or checking terminology and style guide compliance.
campaign-planning
Plan marketing campaigns with objectives, audience segmentation, channel strategy, content calendars, and success metrics. Use when launching a campaign, planning a product launch, building a content calendar, allocating budget across channels, or defining campaign KPIs.
competitive-analysis
Research competitors and compare positioning, messaging, content strategy, and market presence. Use when analyzing a competitor, building battlecards, identifying content gaps, comparing feature messaging, or preparing competitive positioning recommendations.
content-creation
Draft marketing content across channels — blog posts, social media, email newsletters, landing pages, press releases, and case studies. Use when writing any marketing content, when you need channel-specific formatting, SEO-optimized copy, headline options, or calls to action.
performance-analytics
Analyze marketing performance with key metrics, trend analysis, and optimization recommendations. Use when building performance reports, reviewing campaign results, analyzing channel metrics (email, social, paid, SEO), or identifying what's working and what needs improvement.
feature-spec
Write structured product requirements documents (PRDs) with problem statements, user stories, requirements, and success metrics. Use when speccing a new feature, writing a PRD, defining acceptance criteria, prioritizing requirements, or documenting product decisions.
metrics-tracking
Define, track, and analyze product metrics with frameworks for goal setting and dashboard design. Use when setting up OKRs, building metrics dashboards, running weekly metrics reviews, identifying trends, or choosing the right metrics for a product area.
roadmap-management
Plan and prioritize product roadmaps using frameworks like RICE, MoSCoW, and ICE. Use when creating a roadmap, reprioritizing features, mapping dependencies, choosing between Now/Next/Later or quarterly formats, or presenting roadmap tradeoffs to stakeholders.
stakeholder-comms
Draft stakeholder updates tailored to audience — executives, engineering, customers, or cross-functional partners. Use when writing weekly status updates, monthly reports, launch announcements, risk communications, or decision documentation.
user-research-synthesis
Synthesize qualitative and quantitative user research into structured insights and opportunity areas. Use when analyzing interview notes, survey responses, support tickets, or behavioral data to identify themes, build personas, or prioritize opportunities.
memory-management
Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base.
task-management
Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.
account-research
Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".
call-prep
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".
competitive-intelligence
Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive intel", "research competitors", "how do we compare to [competitor]", "battlecard for [competitor]", or "what's new with [competitor]".
create-an-asset
Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context. Describe your prospect, audience, and goal — get a polished, branded asset ready to share with customers.
daily-briefing
Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".
draft-outreach
Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".
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