document-recommendation-suitability
Combine interaction evidence and current financial data into a complete record of the client context, recommendation, targeted risk, supporting rationale, and resulting work.
Install
With your agent
Install OMGSkills skill "starburstlabs/wealthbox-plugin:skills/document-recommendation-suitability" 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/starburstlabs/wealthbox-plugin /tmp/wealthbox-plugin && ln -s /tmp/wealthbox-plugin/skills/document-recommendation-suitability ~/.claude/skills/document-recommendation-suitabilityFrom README
Integrated Recommendation and Suitability Record Assemble the evidence, write a structured interaction record that separates what was said from what a system supplied, store it against every relevant record, and create the resulting work. Workflow Resolve everything the record will reference — client, household, advisor, participants, the event, the source recording or transcript, the recommendation, related accounts or products, and existing work. A record associated with the wrong contact is worse than no record.
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