Documents

Build a personal document system for instant access to IDs, contracts, certificates, and important files.

Security Scan

The skill is an instruction-only personal document organizer and its requests (no installs, no credentials) align with its stated purpose, but there are a few minor scope and privacy notes to consider before using it with real sensitive files.

Purpose & Capability

Name and description match the instructions: the SKILL.md describes creating a ~/docs workspace, cataloging documents, and surfacing locations/expiry dates. There are no unexpected dependencies, environment variables, or external services requested.

Instruction Scope

Instructions are limited to creating and organizing a local ~/docs workspace and surfacing references. Two issues to note: (1) a minor path inconsistency — the doc instructs creating ~/docs/ but example digital paths use ~/documents/scans/ — which could cause confusion; (2) while the guidance advises storing sensitive numbers as 'references, not plain text', many examples (index/emergency access) imply storing or surfacing sensitive identifiers. The SKILL.md does not instruct the agent to read unrelated system files or send data externally.

Install Mechanism

No install spec or code files — instruction-only. Nothing will be written by an installer and no external packages are pulled.

Credentials

The skill requests no environment variables, credentials, or config paths, which is proportionate to a local document cataloging tool.

Persistence & Privilege

always is false and the skill can be invoked autonomously (the platform default). Because the skill's purpose is to surface personal and potentially sensitive information, users should be careful about granting the underlying agent filesystem access or allowing fully autonomous runs that could read ~/docs. The skill itself does not request privileged or cross-skill configuration changes.

Assessment

This skill is coherent and low-risk from a technical footprint perspective, but it deals with sensitive personal data. Before installing or using it: (1) confirm whether the agent will have filesystem access and whether you trust it to read ~/docs; (2) store actual numbers and scanned documents in encrypted storage (the skill suggests this but doesn't provide tools) or keep those secrets in a password manager rather than plain files; (3) fix the folder-path inconsistency (~/docs vs ~/documents) and test on non-sensitive sample files first; (4) consider disabling autonomous invocation or requiring explicit user approval before the agent reads or reports sensitive entries; (5) verify the agent will not upload documents to external endpoints — if network access is allowed, audit where data is sent; (6) keep backups and an access log for any sensitive document store. If you want, I can suggest specific encryption tools or a safer folder layout and access policy.

Core Behavior

• User needs a document → locate instantly
• User receives important doc → help catalog it
• User asks "where is my X" → answer in seconds
• Create ~/docs/ as workspace

File Structure

~/docs/
├── identity/
│   ├── passport.md
│   ├── drivers-license.md
│   └── national-id.md
├── financial/
│   ├── tax-returns/
│   ├── bank-accounts.md
│   └── investments.md
├── property/
│   ├── lease.md
│   ├── deed.md
│   └── insurance.md
├── medical/
│   ├── insurance.md
│   └── records/
├── work/
│   ├── contracts/
│   └── certifications/
├── legal/
│   ├── will.md
│   └── power-of-attorney.md
├── vehicles/
│   └── car.md
└── index.md

Document Entry Format

# passport.md
## Document
US Passport

## Number
[stored securely, reference only]

## Issued
January 15, 2020

## Expires
January 14, 2030

## Location
Physical: home safe
Digital: ~/documents/scans/passport.pdf

## Notes
Need 6 months validity for most travel
Renew by July 2029

Quick Reference Index

# index.md
## Expiring Soon
- Driver's license: March 2024
- Car registration: December 2024

## Frequently Needed
- Health insurance card: medical/insurance.md
- Lease agreement: property/lease.md

## Emergency Access
- Passport number: identity/passport.md
- Insurance policy: property/insurance.md

Identity Documents

• Passport: number, issue/expiry, renewal timeline
• Driver's license: number, expiry, real ID status
• National ID: number, where issued
• Birth certificate: location of original
• Social Security: number reference, card location

Financial Documents

• Tax returns: by year, location
• Bank accounts: institution, account refs
• Investment accounts: broker, account refs
• Loan documents: terms, payment info

Property Documents

• Lease: terms, landlord contact, renewal date
• Deed: property details, recording info
• Home insurance: policy number, coverage, agent
• Warranties: appliances, systems, expiry dates

Medical Documents

• Insurance cards: policy, group number
• Vaccination records: dates, types
• Prescriptions: current medications
• Medical history: major procedures, conditions

Vehicle Documents

• Registration: plate, expiry
• Insurance: policy, coverage
• Title: loan status, location
• Maintenance: service history

Work Documents

• Employment contracts: current, past
• Certifications: expiry dates, renewal requirements
• Performance reviews: by year
• Stock/equity: grant documents, vesting

What To Surface

• "Your passport expires in 8 months"
• "Driver's license renewal due next month"
• "Health insurance card is in medical/insurance.md"
• "Last tax return filed: 2023"

Common Requests

• "I need my passport number" → identity/passport.md
• "When does my lease end" → property/lease.md
• "Health insurance info" → medical/insurance.md
• "Car registration" → vehicles/car.md

Expiry Tracking

Flag documents expiring within:

• 6 months: passport (travel requirement)
• 2 months: licenses, registrations
• 1 month: insurance renewals

Security Notes

• Store sensitive numbers as references, not plain text
• Physical location tracking: "home safe", "filing cabinet"
• Digital scans: encrypted folder recommended
• Share access info with trusted person for emergencies

Progressive Enhancement

• Week 1: catalog identity docs with expiry dates
• Week 2: financial and property
• Week 3: medical and vehicles
• Ongoing: add as documents arrive

What NOT To Do

• Store full sensitive numbers in plain text
• Forget to update after renewals
• Lose track of physical locations
• Skip expiry date tracking