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finra-4512-customer-account

100 / 100 · Low risk

Fine to try.

By lev-os/agents (GitHub) · writing · 28 stars · scanned at commit b247a6d

Drafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or preparing for regulatory examinations. Triggers on requests involving customer account documentation, CIP/AML obligations, trusted contact designations, suitability profiling, or SEC Rule 17a-3 recordkeeping in broker-dealer contexts.

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'finra-4512-customer-account' ] || [ -L ~/.agents/skills/'finra-4512-customer-account' ]; then echo 'A skill folder named finra-4512-customer-account already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/lev-os/agents' "$d" && git -C "$d" checkout --quiet 'b247a6df3094b3f2c2780c0f34a9f05925627ffc' -- 'skills-db/legal/finra-4512-customer-account' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills-db/legal/finra-4512-customer-account' ~/.agents/skills/'finra-4512-customer-account' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'finra-4512-customer-account' ~/.claude/skills/'finra-4512-customer-account' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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