Agent-Skills.md

Agent Skills: Embedded Finance & Solutions — agents

EF&S integration links — REST APIs behind partner platforms; partially hosted onboarding; recipes/webhooks; monorepo as WS reference; released embedded UI + provider wiring.

UncategorizedID: jpmorgan-payments/embedded-finance/efs-components-best-practices

Repository

jpmorgan-payments/embedded-finance
jpmorgan-paymentsLicense: Apache-2.0
188

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jpmorgan-payments/embedded-finance/tree/HEAD/app/client-next-ts/public/skills/efs-components-best-practices

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app/client-next-ts/public/skills/efs-components-best-practices/SKILL.md

Skill Metadata

Name
efs-components-best-practices
Description
EF&S integration links — REST APIs behind partner platforms; partially hosted onboarding; recipes/webhooks; monorepo as WS reference; released embedded UI + provider wiring.

Embedded Finance & Solutions — agents

  1. REST integration — Embedded Finance REST APIs behind platform backends; honor environment API specs plus lifecycle patterns (onboarding, webhooks, reconciliation) instead of treating UI snippets as sufficient documentation.

  2. Partially hosted UI — Session transfer, iframe layout, origins, postMessage, hardened operational boundaries.

  3. Workspace reference — Use this OSS tree (handlers, mocks, demos, requirement .md next to features) without requiring the NPM install path.

  4. Released embedded UI — Only when integrating shipped React surfaces: embedded-components readme (install/export), EBComponentsProvider, design/content tokens—that path is narrower than bespoke frontends built only on REST.

Partially hosted

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/docs/partially-hosted/PARTIALLY_HOSTED_UI_INTERGRATION_GUIDE.md

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/docs/partially-hosted/PARTIALLY_HOSTED_UTILITY_GUIDE.md

Recipes (embedded-components/docs/)

Webhook UX:

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/docs/WEBHOOK_INTEGRATION_RECIPE.md

Dates:

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/docs/DATE_PARSING_GUIDE.md

Important-date selector constraints:

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/docs/IMPORTANT_DATE_SELECTOR_RECIPE.md

Onboarding-flow narrative + UX cues:

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/docs/DIGITAL_ONBOARDING_FLOW_RECIPE.md

Monorepo

Root:

https://github.com/jpmorgan-payments/embedded-finance

Readme (embedded-components/):

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/README.md

Architecture:

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/ARCHITECTURE.md

src/core index:

https://github.com/jpmorgan-payments/embedded-finance/blob/main/embedded-components/src/core/README.md

Showcase

https://embedded-finance-dev.com/ — demos, /stories recipe pages, /partially-hosted-demo.

Embedded UI (when mounting released components)

  • Mount under EBComponentsProvider; follow readme for tokens and customization.
  • Library sources often use Tailwind utilities with an eb- prefix; host apps frequently use unprefixed utilities—don't mix arbitrarily.
  • package.json "exports" and FUNCTIONAL_REQUIREMENTS.md beside each feature under embedded-components/src/core/ trail props/contracts.
  • For LLM ingestion, prefer bundled showcase recipe text or GitHub-rendered markdown over guessing from partial snippets.