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Financial product packaging sheet v1.0.0

Use this resource to prepare a financial product sheet for sales teams

New

  • 389 downloads
  • 221 likes
  • 103 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install financial-product-packaging

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 describes the product (features, eligibility, risk factors), the rate table and promotional guardrails, the disclosures and consent flows, then the messages suited to each persona. You get a sheet to validate with legal before release.

Mostly picked by

Updated November 2, 2026

Card for the “Financial product packaging sheet” 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: four-part framework (product, pricing, compliance, persona)
  • SKILL.md: sheet templates and validation tips

Good fit for

  • You are launching a lending, payments or insurance product
  • Your sales team does not know the exact terms

Not for

    Tags

    • financial product
    • compliance
    • pricing

    About

    You say

    “Write the sheet for our financing offer for craftspeople: eligibility terms, rates and required disclosures.”

    Card for the “Financial product packaging sheet” skill

    Skill published by gtmagents 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 prepare a financial product sheet for sales teams
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/financial-services/skills/financial-product-blueprint
    Licence
    Apache-2.0

    Notice

    « financial-product-blueprint » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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