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 library templates across the catalog matrix
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Publishedv4 · reliability 96
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Shipped, arriving Thursday.tools: Search KB · $0.004
studio ▸ build → publish → chat-test
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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2,194 results · Agents · “HR”
Banking & Capital Markets: Wealth Advisor Intake Review & Triage
Intake Review & Triage for Wealth Advisor teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Q&A Assistant
Q&A Assistant for Wealth Advisor teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Drafting & Generation
Drafting & Generation for Wealth Advisor teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Record Review
Record Review for Wealth Advisor teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Compliance Checker
Compliance Checker for Wealth Advisor teams in Banking & Capital Markets. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Risk Assessment
Risk Assessment for Wealth Advisor teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Exception Review
Exception Review for Wealth Advisor teams in Banking & Capital Markets. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Decision Support
Decision Support for Wealth Advisor teams in Banking & Capital Markets. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Routing Advisor
Routing Advisor for Wealth Advisor teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Onboarding Guide
Onboarding Guide for Wealth Advisor teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Research & Discovery
Research & Discovery for Wealth Advisor teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Wealth Advisor Process Guidance
Process Guidance for Wealth Advisor teams in Banking & Capital Markets. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Intake Review & Triage
Intake Review & Triage for Collections Specialist teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Q&A Assistant
Q&A Assistant for Collections Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Drafting & Generation
Drafting & Generation for Collections Specialist teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Record Review
Record Review for Collections Specialist teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Compliance Checker
Compliance Checker for Collections Specialist teams in Banking & Capital Markets. Evaluates supplied context against applicable policy and prepares review findings Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Risk Assessment
Risk Assessment for Collections Specialist teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Exception Review
Exception Review for Collections Specialist teams in Banking & Capital Markets. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Decision Support
Decision Support for Collections Specialist teams in Banking & Capital Markets. Assesses supplied context and drafts a recommendation for a person to review Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Routing Advisor
Routing Advisor for Collections Specialist teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Onboarding Guide
Onboarding Guide for Collections Specialist teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Research & Discovery
Research & Discovery for Collections Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
Banking & Capital Markets: Collections Specialist Process Guidance
Process Guidance for Collections Specialist teams in Banking & Capital Markets. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems Uses supplied context and, where advertised, authorized Cortex knowledge. Provide the applicable policies or thresholds for policy and risk determinations. No external connector is required.
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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.
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