client-entity

Installation
SKILL.md

Client Entity Knowledge Extension (Template)

Purpose

This extension encodes client-specific entity knowledge as standing instructions that apply to all agent work for a particular client. When loaded, the agent automatically applies the client's business context, seasonal patterns, key risks, and management preferences to every analysis, report, or working paper it produces. Clone this template and customise it for each significant client engagement. The instructions below use a hypothetical textile exporter as an example — replace every section with your actual client's information.

Instructions

How to Use This Template

  1. Copy this entire SKILL.md file into a new directory: skills/client-[client-name]/SKILL.md
  2. Update the YAML frontmatter: change name to client-[client-name] and update the description.
  3. Replace every section below with your client's actual information.
  4. Review and update at least annually, or when significant changes occur (new contract, change of ownership, regulatory change).
  5. Load this extension alongside the relevant domain agent skill(s) when working on this client's engagement.

Entity Overview

[REPLACE THIS SECTION WITH YOUR CLIENT'S INFORMATION]

Installs
1
GitHub Stars
4
First Seen
Jul 4, 2026
client-entity — panaversity/ca-cpa-practice-agents