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
Agent Studio
skills
Search KBCreate ticketSend email add
Publishedv4 · reliability 96
Where is order #4471?
Shipped, arriving Thursday.tools: Search KB · $0.004
studio ▸ build → publish → chat-test
Collections
Start from a curated collection.
Hand-built suites for the jobs enterprises automate first — every collection ships governed, with policies and audit built in.
Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
- IT Service Desk, HR & Finance Ops
- 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
Browse the library
Find the skill your team needs.
Search 21,500+ governed skills and agents, or filter by industry and type — every result installs from the catalog and runs through the same gates.
All industriesInsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
648 results · Professional Services · skills
Query supplied record data — Proposal Writer, Professional Services
Query supplied record data for Proposal Writer teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Proposal Writer, Professional Services
Summarize potential discrepancies for Proposal Writer teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Proposal Writer, Professional Services
Prepare a reconciliation brief for Proposal Writer teams in Professional Services, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Proposal Writer, Professional Services
Assess a supplied exception for Proposal Writer teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Proposal Writer, Professional Services
Summarize the assessment for Proposal Writer teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Proposal Writer, Professional Services
Recommend follow-up review for Proposal Writer teams in Professional Services, delivered by the Exception Review pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Proposal Writer, Professional Services
Run an on-demand read query for Proposal Writer teams in Professional Services, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Proposal Writer, Professional Services
Summarize query results for Proposal Writer teams in Professional Services, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Proposal Writer, Professional Services
Highlight supplied exceptions for Proposal Writer teams in Professional Services, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Proposal Writer, Professional Services
Assess supplied context for Proposal Writer teams in Professional Services, delivered by the Decision Support pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Proposal Writer, Professional Services
Draft a recommended response for Proposal Writer teams in Professional Services, delivered by the Decision Support pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Proposal Writer, Professional Services
Prepare rationale for review for Proposal Writer teams in Professional Services, delivered by the Decision Support pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied work — Proposal Writer, Professional Services
Summarize supplied work for Proposal Writer teams in Professional Services, delivered by the Routing Advisor pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess priority and risk — Proposal Writer, Professional Services
Assess priority and risk for Proposal Writer teams in Professional Services, delivered by the Routing Advisor pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend a routing decision — Proposal Writer, Professional Services
Recommend a routing decision for Proposal Writer teams in Professional Services, delivered by the Routing Advisor pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied historical data — Proposal Writer, Professional Services
Query supplied historical data for Proposal Writer teams in Professional Services, delivered by the Trend Briefing pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize observed trends — Proposal Writer, Professional Services
Summarize observed trends for Proposal Writer teams in Professional Services, delivered by the Trend Briefing pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare questions for forecast review — Proposal Writer, Professional Services
Prepare questions for forecast review for Proposal Writer teams in Professional Services, delivered by the Trend Briefing pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Search approved onboarding knowledge — Proposal Writer, Professional Services
Search approved onboarding knowledge for Proposal Writer teams in Professional Services, delivered by the Onboarding Guide pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft step-by-step guidance — Proposal Writer, Professional Services
Draft step-by-step guidance for Proposal Writer teams in Professional Services, delivered by the Onboarding Guide pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a review checklist — Proposal Writer, Professional Services
Prepare a review checklist for Proposal Writer teams in Professional Services, delivered by the Onboarding Guide pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize supplied feedback — Proposal Writer, Professional Services
Summarize supplied feedback for Proposal Writer teams in Professional Services, delivered by the Feedback Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface recurring points — Proposal Writer, Professional Services
Surface recurring points for Proposal Writer teams in Professional Services, delivered by the Feedback Summary pattern from supplied context. Salesforce and Workday are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare follow-up questions — Proposal Writer, Professional Services
Prepare follow-up questions for Proposal Writer teams in Professional Services, delivered by the Feedback Summary pattern from supplied context. Salesforce and Workday 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.
Don't see the skill you need?
The visual skill builder ships new skills without code — or tell us what's missing and we'll point you at the closest governed pattern.