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advisory-planning-json

Use this skill for private wealth advisory JSON tasks that mention the advisory API, client records, source documents, retirement accounts, life insurance, trust candidates, tax policy constants, RMD factors, Roth conversion/RMD summaries, ILIT Crummey cycles, GRAT vs CRAT comparisons, or estate liquidity action plans. It fetches the client-specific API records, resolves source conflicts, applies the planning formulas, and returns only the requested JSON object.

experiments/codex_skill_creator_comparison_gpt5_5_xhigh/reports/skills/task_group_008/fewshot/cc/fewshot_attempt_03/SKILL.md

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Repository last updated
Oct 29, 2026
License
Apache-2.0

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# Advisory Planning JSON

Use this skill when the user asks for a structured private-wealth advisory output against the task-group advisory API. The common prompt shape asks for a JSON object conforming to `input/payloads/answer_template.json` and provides a local `request_memo.md`.

## Fast Path

Use the bundled solver first:

```bash
python /path/to/skill/scripts/solve_advisory_task.py --task-dir /path/to/task --api-base "$API_BASE"
```

If the task id cannot be derived from the task directory name, pass `--task-id test_001` or the corresponding stable task id. Return the script's JSON output verbatim after checking that it conforms to the template. Do not add prose outside the JSON.