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
Agent Studio
skills
Search KBCreate ticketSend email add
Publishedv4 · reliability 96
Where is order #4471?
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
Browse the library
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.
All industriesInsuranceBanking & Capital MarketsHealthcare & Hospital AdminLegal ServicesIT Service ManagementHuman ResourcesFinance & AccountingSalesMarketingCustomer SupportSupply Chain & LogisticsManufacturingRetail & E-commerceReal EstateEducationGovernment & Public SectorEnergy & UtilitiesTelecommunicationsPharmaceutical & Life SciencesHospitality & TravelConstruction & EngineeringAutomotiveCybersecurityProfessional Services
902 results · Agents · “Service”
Insurance: Customer Service Intake Review & Triage
Working supplied-content intake review & triage for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Document Summarizer
Working supplied-content document summarizer for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Q&A Assistant
Working supplied-content q&a assistant for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Drafting & Generation
Working supplied-content drafting & generation for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Record Review
Working supplied-content record review for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Data Query & Summary
Working supplied-content data query & summary for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Compliance Checker
Working supplied-content compliance checker for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Risk Assessment
Working supplied-content risk assessment for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Reconciliation Brief
Working supplied-content reconciliation brief for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Exception Review
Working supplied-content exception review for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service On-demand Reporting & Insights
Working supplied-content on-demand reporting & insights for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Decision Support
Working supplied-content decision support for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Routing Advisor
Working supplied-content routing advisor for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Trend Briefing
Working supplied-content trend briefing for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Onboarding Guide
Working supplied-content onboarding guide for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Feedback Summary
Working supplied-content feedback summary for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Research & Discovery
Working supplied-content research & discovery for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Insurance: Customer Service Process Guidance
Working supplied-content process guidance for Customer Service teams in Insurance. Paste the insurance material or scenario when you run it; the result is advisory and no external system connection is included or required.
Legal Services: Contract Attorney Intake Review & Triage
Intake Review & Triage for Contract Attorney teams in Legal Services. 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.
Legal Services: Contract Attorney Document Summarizer
Working supplied-content summarizer for Contract Attorney teams in Legal Services. Paste the material to summarize when you run it; no external system connection is included or required.
Legal Services: Contract Attorney Q&A Assistant
Q&A Assistant for Contract Attorney teams in Legal Services. 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.
Legal Services: Contract Attorney Drafting & Generation
Drafting & Generation for Contract Attorney teams in Legal Services. 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.
Legal Services: Contract Attorney Record Review
Record Review for Contract Attorney teams in Legal Services. 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.
Legal Services: Contract Attorney Data Query & Summary
Data Query & Summary template for Contract Attorney teams in Legal Services. Runs a governed read query and summarizes the returned records; it does not write source data. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include iManage, Relativity, Clio.
Governed by default
Install is the easy part. Governance comes with it.
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.
Choose from the catalog
Filter by your industry and role; every item lists the systems it connects to and the skills it invokes.
Wire it to your stack
Connectors, MCP servers, and OpenAPI imports — scoped by allowlists and DLP at the gateway.
Every run through the gates
Identity, budget, guardrails, registry, control tower, execute, output guard — then a signed receipt in the Trust Ledger. On every plan.
Don't see the skill you need?
The visual skill builder ships new skills without code — or tell us what's missing and we'll point you at the closest governed pattern.