Cursor / Claude Agent Skills for Olive wealth workflows: structured instructions, references, and tool notes that agents load to answer private-fund and portfolio questions consistently.
Each skill lives under skills/<skill-id>/:
SKILL.md— front matter (name,description) plus the full workflow the agent must follow.references/— supporting material (KYC scripts, tool tables, data notes).
| Skill | Purpose |
|---|---|
| olive-create-portfolio | KYC-driven private fund discretionary proposals: six-bucket allocation, exclusions, and A–F report sections. |
| olive-ask-fund | Single-fund research, comparisons, shelf browse, performance, holdings, and document summaries via MCP tools. |
Point your agent product (Cursor rules, Codex skills path, or Claude project skills) at the skills/ directory or symlink/copy individual skill folders into the location your runtime expects.
Requirements beyond the markdown (e.g. product MCP servers named in references/tools.md) are documented inside each skill.
See LICENSE.