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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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
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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.
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914 results · “HR”
Human Resources: HRIS Analyst Research & Discovery
Research & Discovery template for HRIS Analyst teams in Human Resources. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: HRIS Analyst Process Guidance
Process Guidance template for HRIS Analyst teams in Human Resources. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: Talent Sourcer Document Summarizer
Document Summarizer template for Talent Sourcer teams in Human Resources. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: Talent Sourcer Risk Assessment
Risk Assessment template for Talent Sourcer teams in Human Resources. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: Compliance Specialist Document Summarizer
Document Summarizer template for Compliance Specialist teams in Human Resources. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: Compliance Specialist Risk Assessment
Risk Assessment template for Compliance Specialist teams in Human Resources. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: People Operations Document Summarizer
Document Summarizer template for People Operations teams in Human Resources. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Human Resources: People Operations Risk Assessment
Risk Assessment template for People Operations teams in Human Resources. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include Workday, SAP SuccessFactors, Greenhouse.
Finance & Accounting: Accounts Payable Document Summarizer
Document Summarizer template for Accounts Payable teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Payable Risk Assessment
Risk Assessment template for Accounts Payable teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Document Summarizer
Document Summarizer template for Accounts Receivable teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Accounts Receivable Risk Assessment
Risk Assessment template for Accounts Receivable teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Financial Analyst Document Summarizer
Document Summarizer template for Financial Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Financial Analyst Risk Assessment
Risk Assessment template for Financial Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Controller Document Summarizer
Document Summarizer template for Controller teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Controller Risk Assessment
Risk Assessment template for Controller teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Tax Analyst Document Summarizer
Document Summarizer template for Tax Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Tax Analyst Risk Assessment
Risk Assessment template for Tax Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Treasury Analyst Document Summarizer
Document Summarizer template for Treasury Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Treasury Analyst Risk Assessment
Risk Assessment template for Treasury Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Document Summarizer
Document Summarizer template for Procurement Specialist teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Procurement Specialist Risk Assessment
Risk Assessment template for Procurement Specialist teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Audit Analyst Document Summarizer
Document Summarizer template for Audit Analyst teams in Finance & Accounting. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
Finance & Accounting: Audit Analyst Risk Assessment
Risk Assessment template for Audit Analyst teams in Finance & Accounting. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include SAP, Oracle NetSuite, QuickBooks.
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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