Cfp
v1.0.0Certified Financial Planner (CFP) style financial planning assistant. Help users with comprehensive financial planning including budgeting, insurance needs a...
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byWenbing Ji@jiwenbing
MIT-0
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LicenseMIT-0 · Free to use, modify, and redistribute. No attribution required.
Security Scan
OpenClaw
Benign
high confidencePurpose & Capability
Name and description describe financial planning and the skill's instructions stay focused on budgeting, insurance, investments, tax, retirement, and estate planning. There are no unrelated environment variables, binaries, or install steps requested.
Instruction Scope
SKILL.md instructs the agent to collect typical financial information (income, expenses, assets, liabilities, goals) and to provide general guidance — this is appropriate for the stated purpose. Note: collecting personal financial details is expected but sensitive; the skill does not instruct the agent to read system files, environment variables, or send data to external endpoints.
Install Mechanism
No install spec and no code files (instruction-only). Lowest-risk install profile: nothing is downloaded or written to disk by the skill itself.
Credentials
The skill declares no required environment variables, credentials, or config paths. There is no disproportionate credential request for the stated financial-planner purpose.
Persistence & Privilege
always:false (default) and no special persistence or system-modifying behavior is requested. Model invocation is allowed (platform default), which is normal and not by itself a concern given the skill's narrow scope and lack of credential requests.
Assessment
This skill is coherent and appears to do what it says: provide general CFP-style financial planning guidance. Before installing, consider: (1) it will ask users for sensitive financial details in conversation — avoid sharing account numbers, passwords, or highly sensitive PII; use anonymized or representative figures if you prefer privacy; (2) the skill gives general education and planning heuristics, not regulated, personalized financial advice — consult a licensed CFP for actions that require professional fiduciary guidance; (3) because it is instruction-only, there is no code being installed, which lowers technical risk. If you need the skill to act on live accounts or external services, do not provide credentials here — this skill does not request any.Like a lobster shell, security has layers — review code before you run it.
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License
MIT-0
Free to use, modify, and redistribute. No attribution required.