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mortgage-broker/references/ai-skills.md
skillfactor-pipeline 6689dfefae feat: mortgage-broker skill package v0.1.0
2026-08-15 16:06:40 +02:00

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External AI agent skills — mortgage-broker

Proven, publicly available AI agent skills mapped to this occupation. Nothing is copied from the sources: every entry is a name, a one-line summary and a link to the upstream skill package. Each section names its source repository, commit, license and retrieval date.

Tiers: core = the skill directly exercises a top market hard skill, tool or method (from gated job-ad evidence) or an essential ESCO competence of this occupation; adjacent = plausibly useful, secondary. Entries are capped at 12 per source and 80 in total per occupation (core first, strongest matches survive); everything beyond the caps is excluded and logged in the pipeline audit trail, not in this package.

Matched deterministically (ISCO group + title/competence keywords, tiered against market evidence + ESCO essentials) by pipeline/p5_enrich_ai_skills.py on 2026-07-14.

Source: anthropics/skills

  • Repository: https://github.com/anthropics/skills (commit f6656c1, retrieved 2026-07-14)
  • License: Apache-2.0; the document skills (docx/pdf/pptx/xlsx) are source-available — see the LICENSE.txt in the upstream skill folder
Skill Tier What it adds Upstream
docx adjacent Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to … source
pdf adjacent Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text/tables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating … source
xlsx adjacent Use this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, … source

Source: wshobson/agents

Skill Tier What it adds Upstream
risk-metrics-calculation adjacent Calculate portfolio risk metrics including VaR, CVaR, Sharpe, Sortino, and drawdown analysis. Use when measuring portfolio risk, implementing risk limits, or building risk monitoring systems. source
backtesting-frameworks adjacent Build robust backtesting systems for trading strategies with proper handling of look-ahead bias, survivorship bias, and transaction costs. Use when developing trading algorithms, validating strategies, or building backtesting … source

Source: a5c-ai/babysitter

Skill Tier What it adds Upstream
throughput-accountant core TOC financial metrics skill for throughput, inventory, and operating expense analysis with decision support source
evidently-drift-detector core Evidently AI skill for data drift detection, model performance monitoring, target drift analysis, and automated reporting for ML systems in production. source
lms-admin core Configure and manage Learning Management System operations including courses, enrollments, compliance training, and learning analytics source
debt-covenant-monitor core Automated covenant compliance monitoring and calculation skill with early warning alerts source
financial-calculator core Automated calculation of business case financial metrics including NPV, IRR, ROI, and TCO source
tax-provision-calculator core ASC 740 income tax provision calculation skill with deferred tax analysis source
value-at-risk-calculator core Value at Risk (VaR) and related risk metrics calculation skill for financial and operational risk assessment source

Source: ahacker-1/cre-agent-skills

Skill Tier What it adds Upstream
cre-office core CRE Office analysis suite - 8 specialist skills for U.S. office acquisitions, refinancings, lease-up, tenant credit, TI/LC underwriting, financing fit, and investment committee memo writing. source
cre-due-diligence core CRE Due Diligence analysis suite — 7 specialist skills for multifamily property analysis including rent roll validation, expense benchmarking, market study, physical inspection, environmental review, title review, and tenant credit … source

Source: alirezarezvani/claude-code-skill-factory

Skill Tier What it adds Upstream
tech-stack-evaluator core Comprehensive technology stack evaluation and comparison tool with TCO analysis, security assessment, and intelligent recommendations for engineering teams source

Source: alirezarezvani/claude-skills

Skill Tier What it adds Upstream
financial-analyst core Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or … source
finance-skills core Router/index for the 2 finance skills bundled in this plugin: financial-analyst (ratio analysis, DCF valuation, budget variance, rolling forecasts) and saas-metrics-coach (ARR/MRR, churn, CAC/LTV, NRR, quick ratio). Use when a finance … source
tech-stack-evaluator core Technology stack evaluation and comparison with TCO analysis, security assessment, and ecosystem health scoring. Use when comparing frameworks, evaluating technology stacks, calculating total cost of ownership, assessing migration paths, … source

Source: brycewang-stanford/Auto-Empirical-Research-Skills

Skill Tier What it adds Upstream
education-data-source-fsa core FSA — Title IV aid at institution level (~5,500 institutions, 1999-2021). Pell Grants, Direct/PLUS loans, campus-based aid, financial responsibility scores, 90/10 metrics. Use for aid distribution, loan volume, or for-profit analysis. By … source
cost-benefit core Cost-benefit analysis. Produces economic NPV and financial NPV side by side, with BCR, optimism bias (with mitigation), Marginal Excess Tax Burden, real-terms rebasing, WELLBY / QALY / VPF wellbeing valuation, sensitivity, switching … source
law-skills core 9 legal research skills. Trigger: legal research, case law analysis, regulatory compliance. Design: legal databases, citation networks, and judicial analytics tools. source
target-journal core Journal targeting analysis for the sewage-house-prices paper. Recommends ranked journal list across 3 tiers with formatting requirements, submission strategy, and desk rejection risk assessment. This skill should be used when asked to … source

Source: davepoon/buildwithclaude

Skill Tier What it adds Upstream
mortgage-loan-officer core Guides borrowers through mortgage refinance evaluation — collects loan data, extracts mortgage statement fields, evaluates qualification, and delivers recommendations with consumer-friendly communication. source
financial-model core Run deterministic financial models for startup valuation and SaaS health analysis. Triggered by: "/venture-capital-intelligence:financial-model", "run a financial model on X", "DCF this company", "model the financials", "calculate runway", … source
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source

Source: huangjia2019/claude-code-engineering

Skill Tier What it adds Upstream
financial-analyzing core Analyze financial data, calculate financial ratios, and generate analysis reports. Use when the user asks about revenue, costs, profits, margins, ROI, financial metrics, or needs financial analysis of a company or project. source

Source: infrasity-labs/dev-gtm-claude-skills

Skill Tier What it adds Upstream
revops core When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline … source

Source: JasonColapietro/suede-creator-skills

Skill Tier What it adds Upstream
suede-revops core Suede-owned revenue-operations discipline. Use when defining lead scoring and routing, MQL or SQL criteria, pipeline stages, CRM hygiene, automation, deal-desk rules, or marketing-to-sales handoffs. NOT FOR: writing outreach (use … source

Source: jeremylongshore/claude-code-plugins-plus-skills

Skill Tier What it adds Upstream
fondo-debug-bundle core Collect diagnostic information for Fondo support including integration status, transaction discrepancies, and financial data reconciliation issues. Trigger: "fondo debug", "fondo support", "fondo diagnostic", "fondo reconciliation". source
touch-audit core Mobile audit — app size, startup time, crash reporting, store compliance, accessibility, offline behavior. Use when asked for "mobile review", "app store readiness", "mobile performance", or "crash analysis". source
posthog-data-handling core PostHog PII handling, GDPR compliance, consent management, data deletion, property sanitization, and privacy-safe analytics configuration. Trigger: "posthog data", "posthog PII", "posthog GDPR", "posthog data retention", "posthog privacy", … source
snowflake-cost-tuning core Optimize Snowflake costs with resource monitors, warehouse auto-suspend, right-sizing, and credit consumption analysis. Use when analyzing Snowflake billing, reducing credit consumption, or implementing cost controls and budget alerts. … source
data-analyst core Data exploration and analysis partner for Product Managers. Use when the user needs to query databases, analyze metrics, create dashboards, or extract insights from data. Triggers include "query", "analyze data", "metrics", "BigQuery", … source
firecrawl-policy-guardrails core Implement Firecrawl scraping policy enforcement: domain blocklists, credit budgets, content filtering, and robots.txt compliance guardrails. Use when setting up scraping policies, enforcing crawl limits, or preventing accidental scraping … source

Source: mohitagw15856/pm-claude-skills

Skill Tier What it adds Upstream
property-investment-analysis core Analyze a rental / investment property's returns — cash flow, cap rate, cash-on-cash, ROI. Use when asked to analyze a rental property, evaluate a real-estate investment, run the numbers on an investment property, or compute cap rate / … source

Source: mukul975/Anthropic-Cybersecurity-Skills

Skill Tier What it adds Upstream
analyzing-macro-malware-in-office-documents core Analyzes malicious VBA macros embedded in Microsoft Office documents (Word, Excel, PowerPoint) to identify download cradles, payload execution, persistence mechanisms, and anti-analysis techniques. Uses olevba, oledump, and VBA … source

Source: nexscope-ai/eCommerce-Skills

Skill Tier What it adds Upstream
ecommerce-content-marketing core E-commerce content marketing strategy planner. Generates content calendars, topic ideas, and platform-specific strategies by analyzing customer reviews, trends, competitor content, and SEO opportunities. Two modes: (A) Build — create a … source
sales-tracking-tool core Track and analyze e-commerce sales performance across platforms. Set up KPI dashboards, trend analysis, and performance alerts to catch issues and opportunities early. source
shopify-tax-compliance core Tax setup and compliance — sales tax, VAT, duty collection, tax-exempt customers, reporting source

Source: ognjengt/founder-skills

Skill Tier What it adds Upstream
competitor-intel core Analyzes competitors using web research to provide verified business metrics, actionable leverage strategies, and predicted next moves. Use when user needs competitive intelligence, competitor analysis, market positioning insights, or … source

Source: open-gitagent/opengap

Skill Tier What it adds Upstream
document-review core Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the … source

Source: snyk/agent-scan

Skill Tier What it adds Upstream
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source

Source: Sushegaad/Claude-Skills-Governance-Risk-and-Compliance

Skill Tier What it adds Upstream
nis2 core EU NIS2 Directive (Directive (EU) 2022/2555) compliance advisor for essential and important entities: entity classification, Art. 21 risk management measures, Art. 23 incident reporting timelines (24h/72h/1 month), Art. 20 governance … source

Source: ThinkInAIXYZ/deepchat

Skill Tier What it adds Upstream
docx core Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new … source

Source: trailofbits/skills

Skill Tier What it adds Upstream
trailmark-structural core Runs full Trailmark structural analysis on Trailmark 0.2.x by building a graph, running preanalysis(), and reporting hotspots, taint, blast radius, privilege boundaries, and attack surface. Use when vivisect needs detailed structural … source

Source: vibeeval/vibecosystem

Skill Tier What it adds Upstream
dependency-analysis-patterns core Dependency graph visualization, circular dependency detection, CVE scanning, and license compliance source

Source: zebbern/claude-code-guide

Skill Tier What it adds Upstream
audit-flow core Interactive system flow tracing across CODE, API, AUTH, DATA, NETWORK layers with SQLite persistence and Mermaid export. Use for security audits, compliance documentation, flow tracing, feature ideation, brainstorming, debugging, … source

Source: google/skills

Skill Tier What it adds Upstream
bigquery-basics adjacent Manages datasets, tables, and jobs in BigQuery. Use when you need to interact with BigQuery, run SQL queries, manage BigQuery resources (datasets, tables, views), or perform basic data ingestion and analysis. source
datalineage-bigquery-asset-impact-analysis adjacent Analyzes the downstream impact (blast radius) when a BigQuery table or view is broken, stale, or modified. Identifies all downstream tables, dashboards, and processes that will be affected. Use when: - Performing a blast radius or impact … source
bigtable-basics adjacent Assists in provisioning instances/tables, designing performant schemas, and querying data in Bigtable. Use when designing Bigtable row keys, configuring column families, writing SQL queries or client library code (Java, Go, Python) for … source
google-analytics-admin-api-basics adjacent Manages Google Analytics account and property settings, enables the Analytics Admin API via the Cloud CLI, lists accounts and properties, and manages data streams, custom dimensions, conversion events, and integrations. Use when you need … source
agent-platform-alert-configuration adjacent Configures best-practice alerting policies for Google Cloud Vertex AI / Agent Platform agents on Agent Runtime. Use when analyzing, writing, or deploying alerting policies to monitor agent latency, error rates, and quality metrics … source
agent-platform-eval-flywheel adjacent Measures and improves the quality of AI models and agents on Google Cloud using the Eval Quality Flywheel methodology. Use when evaluating an agent or model, building an eval dataset, picking or writing evaluation metrics, analyzing … source
alloydb-basics adjacent Manages clusters, instances, and backups for AlloyDB for PostgreSQL, and integrates with AlloyDB model context protocol (MCP) tools for automated database operations. source
bigquery-ai-ml adjacent Leverages BigQuery's built-in machine learning and GenAI capabilities for advanced data analytics. Use when you need to write SQL queries that perform time-series forecasting, detect outliers, find key drivers, or leverage generative AI … source
cloud-sql-basics adjacent This file generates or explains Cloud SQL resources. Use this file when the user asks to create a Cloud SQL instance or database for MySQL, PostgreSQL, or SQL Server. Cloud SQL manages third-party MySQL, PostgreSQL, and SQL Server … source
gke-observability adjacent Configures GKE observability, including Cloud Logging, Cloud Monitoring, and managed Prometheus. Use when configuring GKE monitoring, setting up GKE logging, or configuring Prometheus metrics collection. Don't use to configure local … source
google-analytics-data-api-basics adjacent Manages Google Analytics reporting data, enables the Analytics Data API via the Cloud CLI, and creates reports using the Google Analytics Data API (v1beta). Use when you need to interact with Google Analytics properties, run customized … source
google-cloud-networking-observability adjacent Investigates Google Cloud networking issues by analyzing logs, metrics, and diagnostics. Use when investigating VPC Flow Logs (including cost estimation), NAT, firewall, or threat logs, querying latency and throughput metrics, or running … source

Source: NVIDIA/skills

Skill Tier What it adds Upstream
vss-generate-video-report adjacent Use this skill when producing a VSS analysis report — Mode A per-clip VLM, Mode B incident-range via video-analytics. Not for standalone video summarization, real-time alerts or ad-hoc Q&A. source
deepstream-dev adjacent NVIDIA DeepStream SDK 9.0 development with Python pyservicemaker API. Use when building video analytics pipelines, GStreamer-based video processing, TensorRT inference integration, object detection/tracking, or Kafka/message broker … source
vss-manage-alerts adjacent Use for VSS alert workflows — real-time monitoring, Alert-Bridge subscriptions, Slack notifications, incident queries, camera onboarding. Not for non-alert analytics. source
vss-setup-behavior-analytics adjacent Use to deploy the vss-behavior-analytics service standalone (entrypoint, config-source, optional calibration). Not for the full warehouse deploy. source
vss-setup-video-analytics-api adjacent Use to deploy the vss-video-analytics-api REST service standalone (config-source, data-log bind, Elasticsearch, optional Kafka). Not for full warehouse deploy. source
tao-train-metric-learning-recognition adjacent Metric-learning recognition (ml-recog) for fine-grained visual recognition. Learns embeddings for retrieval-based matching (e.g., retail product recognition) using triplet / contrastive losses. Use when training, evaluating, exporting, or … source
nemo-evaluator-plugin adjacent Use when working on the Evaluator plugin CLI, jobs, SDK-backed specs, metric types, or plugin-owned Evaluator skills. source
nv-reason-cxr adjacent Used for command-shape or live NV-Reason-CXR chest X-ray reasoning smoke tests. Not for diagnosis or clinical reporting. source
tao-train-depth-anything-v2 adjacent Monocular depth estimation using Metric Depth Anything v2 or Relative Depth Anything architectures. Predicts per-pixel depth from single RGB images. Use when training, evaluating, exporting, or running inference for a TAO monocular depth … source
tao-train-reid adjacent Person re-identification (ReID). Learns discriminative embeddings to match the same person across different camera views, based on metric learning. Use when training, evaluating, exporting, or running inference for a TAO person … source
vss-generate-video-calibration adjacent Use to run AutoMagicCalib on local MP4s, RTSP, or the bundled sample dataset, and to deploy vss-auto-calibration when needed. Do not use for non-AMC calibration or runtime analytics. source
vss-query-analytics adjacent Use this skill when reading video-analytics metrics, incidents, alerts, and sensor data via the VA-MCP server (port 9901). Not for live VLM or incident-range narrative reports. source

Source: phuryn/pm-skills

Skill Tier What it adds Upstream
ab-test-analysis adjacent Analyze A/B test results with statistical significance, sample size validation, confidence intervals, and ship/extend/stop recommendations. Use when evaluating experiment results, checking if a test reached significance, interpreting split … source
cohort-analysis adjacent Perform cohort analysis on user engagement data — retention curves, feature adoption trends, and segment-level insights. Use when analyzing user retention by cohort, studying feature adoption over time, investigating churn patterns, or … source
dummy-dataset adjacent Generate realistic dummy datasets for testing with customizable columns, constraints, and output formats (CSV, JSON, SQL, Python script). Use when creating test data, building mock datasets, or generating sample data for development and … source
gtm-strategy adjacent Create a go-to-market strategy covering marketing channels, messaging, success metrics, and launch timeline. Use when planning a product launch, creating a GTM plan from scratch, or defining a launch strategy for a new market. source
metrics-dashboard adjacent Define and design a product metrics dashboard with key metrics, data sources, visualization types, and alert thresholds. Use when creating a metrics dashboard, defining KPIs, setting up product analytics, or building a data monitoring plan. source
product-strategy adjacent Create a comprehensive product strategy using the 9-section Product Strategy Canvas — vision, segments, costs, value propositions, trade-offs, metrics, growth, capabilities, and defensibility. Use when building a product strategy, creating … source
lean-canvas adjacent Generate a Lean Canvas with problem, solution, metrics, cost structure, UVP, unfair advantage, channels, segments, and revenue. Use when exploring a lean startup canvas, testing a business hypothesis, or modeling a new venture. source
north-star-metric adjacent Define a North Star Metric and 3-5 supporting input metrics that form a metrics constellation. Classify the business game (Attention, Transaction, Productivity) and validate against 7 criteria for an effective North Star. Use when choosing … source
sql-queries adjacent Generate SQL queries from natural language descriptions. Supports BigQuery, PostgreSQL, MySQL, and other dialects. Reads database schemas from uploaded diagrams or documentation. Use when writing SQL, building data reports, exploring … source