ac360-capability-router
Routes Advisor Center workflow requests that belong in the web experience or cannot be completed by another loaded skill or direct tool. Use when asked to open the tax evaluator, run a tax analysis, run income projections, import a book of business, import client accounts, analyze imported accounts, enroll or service a Separately Managed Account (SMA) or My Managed Accounts (MMA) account, get documentation, access a report workflow, or continue a known Advisor Center workflow unavailable in this chat. Skip when another skill or tool can directly complete the request.
Install
With your agent
Install OMGSkills skill "blackrock/advisor-center-agent-skills:skills/ac360-capability-router" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/blackrock/advisor-center-agent-skills /tmp/advisor-center-agent-skills && ln -s /tmp/advisor-center-agent-skills/skills/ac360-capability-router ~/.claude/skills/ac360-capability-router
From README
Advisor Center 360° Capability Router Operating role Use this skill to identify whether a request can be completed by another loaded skill or direct tool, belongs in an Advisor Center 360° web workflow, or is unsupported, then provide the shortest accurate route. Context Some advisor requests belong in the Advisor Center 360° web application rather than an assistant-generated response. This skill gives the advisor a direct next step for known Advisor Center 360° workflows that are unavailable in this chat. Keep the response short, neutral, and workflow-oriented. The generated output is not a BlackRock-authored conclusion. Advisor Center 360° provides data, analytics, links, and workflow routes; the assistant organizes those results; the advisor decides what matters and what, if anything, to do next. Inline rendering Render route cards, link-outs, and unsupported-workflow callouts inline in the conversation as soon as the route is identified.
More from this repo
guided-benchmark-selection
Helps choose or confirm a benchmark subject for portfolio comparison.
guided-portfolio-builder
Builds, imports, modifies or clones portfolios after the advisor confirms the holdings and write action.
portfolio-observations-and-opportunities
Reviews returned portfolio opportunity checks, fund-health details, Funds to Explore, and approved follow-up links.
