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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Enterprise Role Packs · 11 roles
- Service, Sales & Customer Success
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- 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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2,052 results · skills · “Sales”
Summarize a supplied record — Pricing Analyst, Sales
Summarize a supplied record for Pricing Analyst teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess possible risk — Pricing Analyst, Sales
Assess possible risk for Pricing Analyst teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Flag items for human review — Pricing Analyst, Sales
Flag items for human review for Pricing Analyst teams in Sales, delivered by the Record Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run a parameterized read query — Pricing Analyst, Sales
Run a parameterized read query for Pricing Analyst teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize returned records — Pricing Analyst, Sales
Summarize returned records for Pricing Analyst teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a result-set overview — Pricing Analyst, Sales
Prepare a result-set overview for Pricing Analyst teams in Sales, delivered by the Data Query & Summary pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Check supplied context against policy — Pricing Analyst, Sales
Check supplied context against policy for Pricing Analyst teams in Sales, delivered by the Compliance Checker pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Surface potential policy issues — Pricing Analyst, Sales
Surface potential policy issues for Pricing Analyst teams in Sales, delivered by the Compliance Checker pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend review items — Pricing Analyst, Sales
Recommend review items for Pricing Analyst teams in Sales, delivered by the Compliance Checker pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied risk context — Pricing Analyst, Sales
Assess supplied risk context for Pricing Analyst teams in Sales, delivered by the Risk Assessment pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Explain assessment drivers — Pricing Analyst, Sales
Explain assessment drivers for Pricing Analyst teams in Sales, delivered by the Risk Assessment pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend human review — Pricing Analyst, Sales
Recommend human review for Pricing Analyst teams in Sales, delivered by the Risk Assessment pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Query supplied record data — Pricing Analyst, Sales
Query supplied record data for Pricing Analyst teams in Sales, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize potential discrepancies — Pricing Analyst, Sales
Summarize potential discrepancies for Pricing Analyst teams in Sales, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare a reconciliation brief — Pricing Analyst, Sales
Prepare a reconciliation brief for Pricing Analyst teams in Sales, delivered by the Reconciliation Brief pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess a supplied exception — Pricing Analyst, Sales
Assess a supplied exception for Pricing Analyst teams in Sales, delivered by the Exception Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize the assessment — Pricing Analyst, Sales
Summarize the assessment for Pricing Analyst teams in Sales, delivered by the Exception Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Recommend follow-up review — Pricing Analyst, Sales
Recommend follow-up review for Pricing Analyst teams in Sales, delivered by the Exception Review pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Run an on-demand read query — Pricing Analyst, Sales
Run an on-demand read query for Pricing Analyst teams in Sales, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Summarize query results — Pricing Analyst, Sales
Summarize query results for Pricing Analyst teams in Sales, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Highlight supplied exceptions — Pricing Analyst, Sales
Highlight supplied exceptions for Pricing Analyst teams in Sales, delivered by the On-demand Reporting & Insights pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Assess supplied context — Pricing Analyst, Sales
Assess supplied context for Pricing Analyst teams in Sales, delivered by the Decision Support pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Draft a recommended response — Pricing Analyst, Sales
Draft a recommended response for Pricing Analyst teams in Sales, delivered by the Decision Support pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
Prepare rationale for review — Pricing Analyst, Sales
Prepare rationale for review for Pricing Analyst teams in Sales, delivered by the Decision Support pattern from supplied context. Salesforce and HubSpot are possible integration contexts that must be configured separately. Runs governed by policy, budgets, and the audit ledger.
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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.
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