wealth-crmlisted

# Wealth CRM & Meeting Intelligence (`wealth-crm`) This skill pack equips AI agents (**Claude Code, Devin, Cursor, Antigravity, OpenAI Codex**) to pull decisions and follow-ups out of client meeting notes, shape them into CRM task payloads for an advisor to import, and prepare for client reviews. --- ## When to Activate Trigger this skill when the user asks to: - Prepare a pre-meeting briefing pack for an upcoming client review. - Parse a client meeting transcript or notes and extract key decisions and follow-up action items. - Structure JSON task payloads for Salesforce FSC, Wealthbox or Practifi. --- ## Engine-Backed Capabilities | Capability | Engine function | CLI | |---|---|---| | Line-level extraction of decisions and action items | `parseMeetingTranscript` | `crm parse-transcript` | | CRM task payload construction (not sent) | `buildCrmPayload` | library only | ## Guidance Only (No Engine Support) - Pre-meeting briefing packs and relationship intelligence - Sending, syncing or reading data from any CRM ## Limits to State With Every Result - Extraction is whole-word keyword matching. Review the extracted items against the transcript before creating tasks; it will miss follow-ups phrased without its keywords. - Payloads are generic task JSON labelled with the target platform. Map them to the CRM's actual API before importing. --- ## CLI & Module Usage ```bash node bin/wealth-skills.js crm parse-transcript --text "Client agreed to rebalance into bonds. Advis