held-away-radar
Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale proceeds, real estate, spouse assets — grouped by household and marked new, raised again, nothing new since, task created, or client agreed. Use whenever the user asks what held-away or outside money came up recently, wants their consolidation pipeline or money in motion, mentions old 401(k)s or outside accounts, or says things like "run the radar" or "held-away opportunities". Requires Zocks MCP — will not run from transcripts, uploads, or any other source.
Install
With your agent
Install OMGSkills skill "zocks-communications/zocks-agent-plugins:skills/held-away-radar" 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/zocks-communications/zocks-agent-plugins /tmp/zocks-agent-plugins && ln -s /tmp/zocks-agent-plugins/skills/held-away-radar ~/.claude/skills/held-away-radarFrom README
Held-Away Radar Hard gate — no Zocks, no run This skill runs on the Zocks MCP server and on nothing else. Before anything — before the opening widget, before scoping questions, before the first tool call — confirm the Zocks MCP tools are available in this session: contactssearchcontacts, meetingslistpastmeetings, airesultslistresults, insightsqueryinsights and the rest of the Zocks tool family, under whatever prefix the gives them (mcpZocks, or a plugin-scoped variant). If they are not available, stop. No partial run, no illustrative sample, no offer to make do with what's at hand. Say plainly: "I can't run Held-Away Radar — it needs the Zocks MCP connection, and this session doesn't have it. Connect the Zocks connector and ask again." Then stop; the skill's workflow does not begin. Nothing substitutes for Zocks. Nothing.
More from this repo
client-attrition-risk
Finds the clients an advisor is quietly losing from their own book, ranking the households that have gone silent past...
client-behavioral-profile
Reads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or...
client-journey
Builds a client-ready Client Journey for one household — a five-stage lifecycle timeline marking where the family sits...