Meeting Prep

Skill Configuration

User Context Preflight

Invoke public-equity-investing:user-context in preflight mode by loading skills/user-context/SKILL.md from the plugin root and running python3 skills/user-context/scripts/user_context_preflight.py with the shell working directory set to this plugin's root before searching connectors, retrieving evidence, or drafting output. Set the working directory before the first attempt; do not probe alternate relative paths. Use the returned envelope as authoritative for saved_context, source_category_plan, and next_action. Apply relevant saved_context. Do not read or reinterpret raw plugin state files unless preflight fails or the user explicitly asks for raw state inspection. Missing, malformed, or uninitialized context must not block meeting prep.

During ordinary meeting prep, do not initialize state or run onboarding or broad source setup. If next_action.id = "offer_orientation" and the parent router has not already handled it, complete the requested work first and append the router's one-line optional setup offer only once. Leave other onboarding steps to the explicit user-context flow.

Source Resolution

Use source_category_plan from preflight to resolve only catalogued source categories needed for the current meeting. Prefer a user-named source first, then an active saved route when available. Attempt the smallest useful native read only when the workflow needs that source. If a route needs auth, connection, or setup, state the practical limitation and continue from prompt context, active artifacts, pasted or exported material, and public sources when the meeting brief can still be useful. Do not inspect unrelated source categories, run broad source setup, write connector readiness, or create, read, migrate, or update category-state.json.

The source-category plan covers the catalogued Public Equity Investing sources below. Use references/context-and-sources.md for the broader evidence hierarchy, including optional meeting-logistics connectors.

Workflow Sources

When this skill uses a source category, use it for the following information. These are semantic source categories, not fixed connector names.