account-maintenance
Process account maintenance requests across the full account lifecycle.
Skill by JadeGate
Chalk Labs
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Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/jadegate-account-maintenance
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
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About
Use cases: data, security, finance, legal
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/account-maintenance
What's inside
- Skill name
account-maintenance- Description
- Process account maintenance requests across the full account lifecycle. Use when changing a client address or contact info and verifying identity, updating beneficiary designations after marriage divorce birth or death, re-registering or re-titling an account to a trust or new entity, selecting tax lot accounting methods or fixing cost basis records, applying legal holds compliance holds or Reg T freezes, setting up systematic withdrawals automatic investments or dividend reinvestment, processing a death notification or estate account setup, handling a QDRO or divorce decree for retirement accounts, responding to power of attorney or guardianship situations, closing accounts and managing escheatment, or designing periodic account review and data quality programs.
- License
- unknown
- Instructions
- 321 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
The license isn't open source, so the instructions aren't shown here. Read SKILL.md on GitHub
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SkillDFreshness: D★ 1Claude Code +9
Signals
- Stars
- 1
- Forks
- 1
- Open issues
- 0
- Last commit (this folder)
- Apr 20, 2026 (6 months ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- License unknown
- Repository
- github.com/JadeGate/jadegate
- Website
- jadegate.io
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from JadeGate
- 0.427score
account-opening-compliance
JadeGate
Embed compliance controls into account opening workflows and verify regulatory readiness.
SkillDFreshness: D★ 1Claude Code +9 - 0.427score
account-opening-workflow
JadeGate
Design and operate back-office account opening processes from application intake through activation.
SkillDFreshness: D★ 1Claude Code +9 - 0.427score
account-transfers
JadeGate
Process and manage account transfers between and within financial institutions.
SkillDFreshness: D★ 1Claude Code +9 - 0.417score
a-stock-analysis
JadeGate
A股综合分析系统，结合专业研报、社交媒体情绪、资金流向进行板块和股票推荐。使用AKShare获取数据，每日定时推送分析报告。
SkillDFreshness: D★ 1Claude Code +9
Done for you
Rather not set it up yourself?
Chalk Labs scopes, builds and runs agents for your team: the task audit, the eval harness, the integrations and the weekly ops report. Fixed scope, priced before we start.
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Chalk Labs is a two-founder AI and growth studio. We build AI agents, CRMs and MVPs for Web3 and AI companies, and have shipped 50+ product and token launches.
- launches shipped
- 50+
- launches shipped
- media placements
- 500+
- media placements
- founders on every account
- 2
- founders on every account
Press we've placed: Forbes · CoinDesk · Decrypt · Cointelegraph · The Block
Rahil Jain, Co-founder, Chalk Labs. Ex-Goldman Sachs engineer. You talk to the person who builds it.
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Cite this page
account-maintenance skill. Agent Mart. https://agentmart.dev/skills/jadegate-account-maintenance (last updated 2026-10-24)