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
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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: Wealth Advisor Intake Review & Triage

Intake Review & Triage template for Wealth Advisor teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorIntake Review & Triage
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Banking & Capital Markets: Wealth Advisor Document Summarizer

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

Banking & Capital MarketsWealth AdvisorDocument Summarizer
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Banking & Capital Markets: Wealth Advisor Q&A Assistant

Q&A Assistant template for Wealth Advisor teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorQ&A Assistant
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Banking & Capital Markets: Wealth Advisor Drafting & Generation

Drafting & Generation template for Wealth Advisor teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorDrafting & Generation
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Banking & Capital Markets: Wealth Advisor Record Review

Record Review template for Wealth Advisor teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorRecord Review
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Banking & Capital Markets: Wealth Advisor Data Query & Summary

Data Query & Summary template for Wealth Advisor teams in Banking & Capital Markets. 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 FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorData Query & Summary
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Banking & Capital Markets: Wealth Advisor Compliance Checker

Compliance Checker template for Wealth Advisor teams in Banking & Capital Markets. Evaluates supplied context against applicable policy and prepares review findings. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorCompliance Checker
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Banking & Capital Markets: Wealth Advisor Risk Assessment

Risk Assessment template for Wealth Advisor teams in Banking & Capital Markets. Assesses a supplied entity or transaction against policy thresholds and explains the result. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorRisk Assessment
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Banking & Capital Markets: Wealth Advisor Reconciliation Brief

Reconciliation Brief template for Wealth Advisor teams in Banking & Capital Markets. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorReconciliation Brief
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Banking & Capital Markets: Wealth Advisor Exception Review

Exception Review template 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. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorException Review
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Banking & Capital Markets: Wealth Advisor On-demand Reporting & Insights

On-demand Reporting & Insights template for Wealth Advisor teams in Banking & Capital Markets. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorOn-demand Reporting & Insights
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Banking & Capital Markets: Wealth Advisor Decision Support

Decision Support template for Wealth Advisor teams in Banking & Capital Markets. Assesses supplied context and drafts a recommendation for a person to review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorDecision Support
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Banking & Capital Markets: Wealth Advisor Routing Advisor

Routing Advisor template for Wealth Advisor teams in Banking & Capital Markets. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorRouting Advisor
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Banking & Capital Markets: Wealth Advisor Trend Briefing

Trend Briefing template for Wealth Advisor teams in Banking & Capital Markets. Summarizes supplied historical data and query results; it does not run a forecasting model. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorTrend Briefing
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Banking & Capital Markets: Wealth Advisor Onboarding Guide

Onboarding Guide template for Wealth Advisor teams in Banking & Capital Markets. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorOnboarding Guide
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Banking & Capital Markets: Wealth Advisor Feedback Summary

Working supplied-feedback summary for Wealth Advisor 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 MarketsWealth AdvisorFeedback Summary
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Banking & Capital Markets: Wealth Advisor Research & Discovery

Research & Discovery template for Wealth Advisor teams in Banking & Capital Markets. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorResearch & Discovery
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Banking & Capital Markets: Wealth Advisor Process Guidance

Process Guidance template 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. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsWealth AdvisorProcess Guidance
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Banking & Capital Markets: Collections Specialist Intake Review & Triage

Intake Review & Triage template for Collections Specialist teams in Banking & Capital Markets. Summarizes supplied request context and assesses urgency; it does not capture or route work. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsCollections SpecialistIntake Review & Triage
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Banking & Capital Markets: Collections Specialist Document Summarizer

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

Banking & Capital MarketsCollections SpecialistDocument Summarizer
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Banking & Capital Markets: Collections Specialist Q&A Assistant

Q&A Assistant template for Collections Specialist teams in Banking & Capital Markets. Searches approved Cortex knowledge and drafts a grounded response for review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsCollections SpecialistQ&A Assistant
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Banking & Capital Markets: Collections Specialist Drafting & Generation

Drafting & Generation template for Collections Specialist teams in Banking & Capital Markets. Drafts correspondence and responses from supplied context for human review. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsCollections SpecialistDrafting & Generation
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Banking & Capital Markets: Collections Specialist Record Review

Record Review template for Collections Specialist teams in Banking & Capital Markets. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Use this template in Agent Builder to create and test a runtime agent; configure any supported integrations separately. Possible integration contexts include FIS, Temenos, Finastra.

Banking & Capital MarketsCollections SpecialistRecord Review
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Banking & Capital Markets: Collections Specialist Data Query & Summary

Data Query & Summary template for Collections Specialist teams in Banking & Capital Markets. 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 FIS, Temenos, Finastra.

Banking & Capital MarketsCollections SpecialistData Query & Summary
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?

El constructor visual de habilidades permite lanzar nuevas habilidades sin código — o dinos qué te falta y te señalaremos el patrón gobernado más cercano.

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