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financial-profile

92 / 100 · Low risk

Fine to try. Some of what it can do is expected: a coding skill usually runs build and test commands.

By microsoft-foundry/foundry-samples (GitHub) · coding · 482 stars · scanned at commit f960ccb

Fetch the user's financial profile (risk tolerance, investable cash, horizon, goals, current holdings, constraints) from the profile API while keeping the API credential secret. Use when an investment or planning agent needs the user's financial profile before producing analysis or a plan. Composes a Key Vault read (agent identity) with a profile-API call so the credential never enters the model context. Returns only the profile JSON.

Works with any agent that supports SKILL.md skills.

What this skill can do

Install

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

if [ -e ~/.agents/skills/'financial-profile' ] || [ -L ~/.agents/skills/'financial-profile' ]; then echo 'A skill folder named financial-profile already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/microsoft-foundry/foundry-samples' "$d" && git -C "$d" checkout --quiet 'f960ccb05b003fa274e9b5903f9d39ac1228eb65' -- 'samples/python/prompt-agents/agent-identity-and-skills/skills/financial-profile' && mkdir -p ~/.agents/skills && cp -R "$d"/'samples/python/prompt-agents/agent-identity-and-skills/skills/financial-profile' ~/.agents/skills/'financial-profile' && 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/'financial-profile' ~/.claude/skills/'financial-profile' (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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