Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
Agent Library
21,500+ skills & agents. Every one governed.
5,814 pre-built agents and 15,654 library skills across 24 industries and 12 roles per industry — installable from the catalog, connected to your systems, and run through the same fail-closed gate chain as everything else on Cortex.
21,511 governed library items · counted live from the catalog, not a marketing number
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Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
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- Legal Intake, Procurement & Field Ops
- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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864 results · Finance & Accounting
Search approved onboarding knowledge — Accounts Receivable, Finance & Accounting
Search approved onboarding knowledge for Accounts Receivable teams in Finance & Accounting, delivered by the Onboarding Guide pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Accounts Receivable, Finance & Accounting
Draft step-by-step guidance for Accounts Receivable teams in Finance & Accounting, delivered by the Onboarding Guide pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Accounts Receivable, Finance & Accounting
Prepare a review checklist for Accounts Receivable teams in Finance & Accounting, delivered by the Onboarding Guide pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Accounts Receivable, Finance & Accounting
Summarize supplied feedback for Accounts Receivable teams in Finance & Accounting, delivered by the Feedback Summary pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Accounts Receivable, Finance & Accounting
Surface recurring points for Accounts Receivable teams in Finance & Accounting, delivered by the Feedback Summary pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Accounts Receivable, Finance & Accounting
Prepare follow-up questions for Accounts Receivable teams in Finance & Accounting, delivered by the Feedback Summary pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Accounts Receivable, Finance & Accounting
Search approved knowledge for Accounts Receivable teams in Finance & Accounting, delivered by the Research & Discovery pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied findings — Accounts Receivable, Finance & Accounting
Summarize supplied findings for Accounts Receivable teams in Finance & Accounting, delivered by the Research & Discovery pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a research brief — Accounts Receivable, Finance & Accounting
Draft a research brief for Accounts Receivable teams in Finance & Accounting, delivered by the Research & Discovery pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved process knowledge — Accounts Receivable, Finance & Accounting
Search approved process knowledge for Accounts Receivable teams in Finance & Accounting, delivered by the Process Guidance pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied process context — Accounts Receivable, Finance & Accounting
Summarize supplied process context for Accounts Receivable teams in Finance & Accounting, delivered by the Process Guidance pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft next-step guidance — Accounts Receivable, Finance & Accounting
Draft next-step guidance for Accounts Receivable teams in Finance & Accounting, delivered by the Process Guidance pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied request context — Financial Analyst, Finance & Accounting
Summarize supplied request context for Financial Analyst teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess urgency and risk — Financial Analyst, Finance & Accounting
Assess urgency and risk for Financial Analyst teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a review priority — Financial Analyst, Finance & Accounting
Recommend a review priority for Financial Analyst teams in Finance & Accounting, delivered by the Intake Review & Triage pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Condense supplied content — Financial Analyst, Finance & Accounting
Condense supplied content for Financial Analyst teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface key points — Financial Analyst, Finance & Accounting
Surface key points for Financial Analyst teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Produce a concise brief — Financial Analyst, Finance & Accounting
Produce a concise brief for Financial Analyst teams in Finance & Accounting, delivered by the Document Summarizer pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved knowledge — Financial Analyst, Finance & Accounting
Search approved knowledge for Financial Analyst teams in Finance & Accounting, delivered by the Q&A Assistant pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a grounded response — Financial Analyst, Finance & Accounting
Draft a grounded response for Financial Analyst teams in Finance & Accounting, delivered by the Q&A Assistant pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review-ready answer — Financial Analyst, Finance & Accounting
Prepare a review-ready answer for Financial Analyst teams in Finance & Accounting, delivered by the Q&A Assistant pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft from supplied context — Financial Analyst, Finance & Accounting
Draft from supplied context for Financial Analyst teams in Finance & Accounting, delivered by the Drafting & Generation pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Follow configured behavior guidance — Financial Analyst, Finance & Accounting
Follow configured behavior guidance for Financial Analyst teams in Finance & Accounting, delivered by the Drafting & Generation pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare copy for revision — Financial Analyst, Finance & Accounting
Prepare copy for revision for Financial Analyst teams in Finance & Accounting, delivered by the Drafting & Generation pattern from supplied context. SAP and Oracle NetSuite are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Governed by default
Install is the easy part. Governance comes with it.
Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
Choose from the catalog
Filter by your industry and role; every item lists the systems it connects to and the skills it invokes.
Wire it to your stack
Connectors, MCP servers, and OpenAPI imports — scoped by allowlists and DLP at the gateway.
Every run through the gates
Identity, budget, guardrails, policy, oversight — then a signed receipt in the Trust Ledger. On every plan.
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