Agent Library

21.500+ skills y agentes. Todos gobernados.

5,814 agentes preconstruidos y 15,654 habilidades de biblioteca en 24 sectores y 12 roles por sector, instalables desde el catálogo, conectados a tus sistemas y ejecutados a través de la misma cadena de puertas de fallo cerrado que todo lo demás en Cortex.

21,511 plantillas de biblioteca en la matriz del catálogo

Agent Studio
habilidades
Buscar en la KBCrear ticketEnviar correo añadir
Publicadov4 · fiabilidad 96
¿Dónde está el pedido #4471?
Enviado, llega el jueves.herramientas: Buscar en la KB · $0.004
studio ▸ construir → publicar → probar en chat
Colecciones

Empieza por una colección curada.

Suites creadas a mano para los trabajos que las empresas automatizan primero — cada colección se entrega gobernada, con políticas y auditoría incorporadas.

Patrimonio y jubilación · 121 skills
  • Ingresos de jubilación y estrategia de retiradas
  • Fiscalidad: Roth/RRSP, cosecha de pérdidas, cambios normativos
  • Planificación patrimonial, de seguros y transfronteriza
  • Herramientas del asesor: preparación de reuniones, prefiltro de cumplimiento
Packs por Rol Empresarial · 11 roles
  • Atención, ventas y customer success
  • Service desk de TI, RR. HH. y operaciones financieras
  • Recepción legal, compras y operaciones de campo
  • Riesgo y cumplimiento
Productivity Pack · 9 agentes
  • Triaje de bandeja de entrada y redacción de correos
  • Preparación de reuniones, notas y seguimiento
  • Agenda inteligente y resumen diario
  • Orquestación de asistente ejecutivo
Colección Gene · 630 agentes
  • Siniestros inteligentes, actuarial y AML
  • Auditoría, GRC e informes ESG
  • ITAM / ITSM y operaciones de seguridad
  • Entornos de datos y analítica
Explora la biblioteca

Encuentra la habilidad que tu equipo necesita.

Busca entre 21,500+ habilidades y agentes gobernados, o filtra por sector y tipo: cada resultado se instala desde el catálogo y pasa por las mismas puertas.

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Banking & Capital Markets: Credit Analyst Compliance Checker

Compliance Checker for Credit Analyst 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 MarketsCredit AnalystCompliance Checker
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Banking & Capital Markets: Credit Analyst Risk Assessment

Risk Assessment for Credit Analyst 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 MarketsCredit AnalystRisk Assessment
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Banking & Capital Markets: Credit Analyst Reconciliation Brief

Reconciliation Brief for Credit Analyst teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.

Banking & Capital MarketsCredit AnalystReconciliation Brief
agent

Banking & Capital Markets: Credit Analyst Exception Review

Exception Review for Credit Analyst 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 MarketsCredit AnalystException Review
agent

Banking & Capital Markets: Credit Analyst On-demand Reporting & Insights

On-demand Reporting & Insights for Credit Analyst teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.

Banking & Capital MarketsCredit AnalystOn-demand Reporting & Insights
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Banking & Capital Markets: Credit Analyst Decision Support

Decision Support for Credit Analyst 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 MarketsCredit AnalystDecision Support
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Banking & Capital Markets: Credit Analyst Routing Advisor

Routing Advisor for Credit Analyst 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 MarketsCredit AnalystRouting Advisor
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Banking & Capital Markets: Credit Analyst Trend Briefing

Trend Briefing for Credit Analyst teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.

Banking & Capital MarketsCredit AnalystTrend Briefing
agent

Banking & Capital Markets: Credit Analyst Onboarding Guide

Onboarding Guide for Credit Analyst 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 MarketsCredit AnalystOnboarding Guide
agent

Banking & Capital Markets: Credit Analyst Feedback Summary

Working supplied-feedback summary for Credit Analyst teams in Banking & Capital Markets. Paste the respondent comments when you run it; Cortex surfaces recurring and minority viewpoints and prepares follow-up questions without scoring sentiment or contacting anyone.

Banking & Capital MarketsCredit AnalystFeedback Summary
agent

Banking & Capital Markets: Credit Analyst Research & Discovery

Research & Discovery for Credit Analyst 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 MarketsCredit AnalystResearch & Discovery
agent

Banking & Capital Markets: Credit Analyst Process Guidance

Process Guidance for Credit Analyst 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 MarketsCredit AnalystProcess Guidance
agent

Banking & Capital Markets: Loan Officer Intake Review & Triage

Intake Review & Triage for Loan Officer 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 MarketsLoan OfficerIntake Review & Triage
agent

Banking & Capital Markets: Loan Officer Document Summarizer

Working supplied-content summarizer for Loan Officer teams in Banking & Capital Markets. Paste the material to summarize when you run it; no external system connection is included or required.

Banking & Capital MarketsLoan OfficerDocument Summarizer
agent

Banking & Capital Markets: Loan Officer Q&A Assistant

Q&A Assistant for Loan Officer 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 MarketsLoan OfficerQ&A Assistant
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Banking & Capital Markets: Loan Officer Drafting & Generation

Drafting & Generation for Loan Officer 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 MarketsLoan OfficerDrafting & Generation
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Banking & Capital Markets: Loan Officer Record Review

Record Review for Loan Officer 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 MarketsLoan OfficerRecord Review
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Banking & Capital Markets: Loan Officer Data Query & Summary

Data Query & Summary for Loan Officer teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.

Banking & Capital MarketsLoan OfficerData Query & Summary
agent

Banking & Capital Markets: Loan Officer Compliance Checker

Compliance Checker for Loan Officer 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 MarketsLoan OfficerCompliance Checker
agent

Banking & Capital Markets: Loan Officer Risk Assessment

Risk Assessment for Loan Officer 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 MarketsLoan OfficerRisk Assessment
agent

Banking & Capital Markets: Loan Officer Reconciliation Brief

Reconciliation Brief for Loan Officer teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.

Banking & Capital MarketsLoan OfficerReconciliation Brief
agent

Banking & Capital Markets: Loan Officer Exception Review

Exception Review for Loan Officer 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 MarketsLoan OfficerException Review
agent

Banking & Capital Markets: Loan Officer On-demand Reporting & Insights

On-demand Reporting & Insights for Loan Officer teams in Banking & Capital Markets. Works on the records you supply in the run; after installing you can point it at one of your PostgreSQL connections for governed, read-only queries.

Banking & Capital MarketsLoan OfficerOn-demand Reporting & Insights
agent

Banking & Capital Markets: Loan Officer Decision Support

Decision Support for Loan Officer 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 MarketsLoan OfficerDecision Support
Gobernados por defecto

Instalar es lo fácil. La gobernanza viene incluida.

Los agentes de la biblioteca no son scripts: son identidades gobernadas. Instalar uno lo registra con un propietario, un presupuesto, modelos y acciones permitidos y un lugar en el registro de auditoría.

1 · Elige

Elige en el catálogo

Filtra por tu industria y tu rol; cada elemento indica los sistemas a los que se conecta y las habilidades que invoca.

2 · Conecta

Conéctalo a tu stack

Conectores, servidores MCP e importaciones OpenAPI — acotados por listas de permitidos y DLP en el gateway.

3 · Ejecuta gobernado

Cada ejecución pasa por los controles

Identidad, presupuesto, guardrails, registro, Control Tower, ejecución, guarda de salida — y luego un recibo firmado en el Trust Ledger. En todos los planes.

¿No encuentras la habilidad que necesitas?

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Biblioteca de agentes — 21.500+ habilidades y agentes | Cortex AI OS