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finra-4512-customer-info

100 / 100 · Low risk

Fine to try.

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

Drafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitability profile, and account elections. Trigger when the user mentions FINRA 4512, customer account information, KYC/CIP onboarding, trusted contact person, Rule 2111 suitability, Rule 3210, or broker-dealer new account setup.

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-info' ] || [ -L ~/.agents/skills/'finra-4512-customer-info' ]; then echo 'A skill folder named finra-4512-customer-info 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 "$d" checkout --quiet 'b247a6df3094b3f2c2780c0f34a9f05925627ffc' -- 'skills-db/legal/finra-4512-customer-info' && mkdir -p ~/.agents/skills && cp -R "$d"/'skills-db/legal/finra-4512-customer-info' ~/.agents/skills/'finra-4512-customer-info' && 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-info' ~/.claude/skills/'finra-4512-customer-info' (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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