cgp-assistant

Analyser un produit financier, comparer des enveloppes, ou évaluer l'adéquation produit/profil client

Générer une trame de bilan patrimonial pré-remplie pour un client

Configurer la charte graphique du cabinet à partir d'un template Word (.docx)

Gérer les profils clients persistants — sauvegarder, charger, lister

Analyser et archiver la conversation courante — JSON structuré + document de référence markdown

Use this agent when the user needs a deep patrimonial analysis: full situation diagnosis, multi-product suitability assessment, optimization strategy across the whole portfolio, or complex cross-product scenarios. Not needed for simple one-product comparisons (use /analyser directly for those).

Use this agent when the user needs to draft a formal CGP document: lettre de mission, rapport de conseil, compte-rendu de réunion, lettre de suivi, note de synthèse, or professional email. Handles complex multi-section documents requiring professional tone and AMF/CIF/MIF II compliance.

Use this agent when the user needs to research current regulatory or fiscal news, summarize a recent law or AMF update, understand practical implications of a new measure for CGP clients, or conduct structured thematic regulatory watch. This agent actively searches the web for up-to-date information.

This skill should be used when the user invokes /analyser, asks to "comparer", "analyser un produit", "quel produit pour ce client", "PEA ou PER", "SCPI ou assurance-vie", "est-ce que ce produit convient à [client]", "fiche produit", "analyse de suitability", "adéquation produit profil", or needs any financial product comparison, analysis, or suitability assessment. Always combine with cgp-persona for compliance. Use profil-client if client context is available.

This skill should be used when the user invokes /bilan, asks to "faire un bilan patrimonial", "préparer la trame de bilan pour [client]", "structurer le patrimoine de [client]", "générer un bilan", or needs a patrimonial assessment framework or structured template for a client. Combines with profil-client for personalization. For deep analytical diagnosis, use analyste-patrimonial agent instead.

This skill should be used automatically at the start of every task in this plugin. It establishes the professional context of a French Conseiller en Gestion de Patrimoine (CGP): tone, vocabulary, compliance constraints (AMF/CIF), and output language rules. Load this skill before any client document drafting, financial analysis, regulatory summary, or client communication task.

This skill should be used when the user invokes /client, asks to "sauvegarder le profil", "charger le profil de [client]", "retrouver les informations de [client]", or wants to persist or retrieve a client profile across sessions. Combines with profil-client to structure profiles before saving, and restores full context when loading.

Use this skill when the user wants to analyze, extract, or archive the current conversation. Triggers on: 'analyze this conversation', 'extract session insights', 'create session report', 'summarize this session', 'archive this conversation', '/analyze-session', '/session-report'. Produces two artifacts: a structured JSON session record and a markdown reference document capturing all knowledge, decisions, and research threads.

4 hooks across 2 events