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Live deal milestones and deadlines v1.0.0

Use this resource to track a deal pipeline, its milestones and deadlines

New

  • 455 downloads
  • 211 likes
  • 204 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install deal-pipeline-milestone-tracker

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent records each deal with its stage, key dates and team, updates milestones and actions, then prepares the weekly review. You get a pipeline view and a list of upcoming or overdue deadlines.

Mostly picked by

Updated November 2, 2026

Card for the “Live deal milestones and deadlines” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: deal record and milestone tracking
  • SKILL.md: action items and weekly review outline

Good fit for

  • A banker running several sale processes at once
  • A team weekly review to prepare

Not for

    Tags

    • pipeline
    • milestones
    • deadlines
    • weekly review

    About

    You say

    “Update the pipeline: the Orion IOI is three days overdue and the Atlas data room opens Thursday.”

    Card for the “Live deal milestones and deadlines” skill

    Skill published by anthropics under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to track a deal pipeline, its milestones and deadlines
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md3.3 KB

    Origin and licence

    Listed unmodified

    Author
    anthropics
    Source
    github.com/anthropics/financial-services/tree/60565064557ca77b12f62aa7877f365d111c129d/plugins/vertical-plugins/investment-banking/skills/deal-tracker
    Licence
    Apache-2.0

    Notice

    « deal-tracker » (anthropics, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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