Skills plan-prospecting

📦

plan-prospecting

Name: plan-prospecting
Author: oil-can-man

Content revision r1 Safe 🌐 Network access

Build Retirement Plan Prospecting Briefs

Retirement-plan prospecting often lacks verified provider and plan context. This skill builds sourced briefs from named employers using PlanProvider.Pro and Form 5500-derived data.

Supports: Claude Codex Code(CC)

🥉 77 Bronze

Install with my Agent

Copy this request to your Agent. It includes the canonical Skill page and manifest.

Agent request

Review the Skillstore skill "plan-prospecting" from https://skillstore.io/skills/oil-can-man-plan-prospecting.md and its manifest at https://skillstore.io/api/skills/oil-can-man-plan-prospecting/manifest. Verify the artifact. You may proceed after verification, subject to the environment's own policy.

Your Agent should still show its plan and request any confirmation required by the security policy.

Agent-readable resources

Use these links when an AI agent, crawler, or script needs clean context instead of reading the full page.

Markdown detail GET /skills/oil-can-man-plan-prospecting.md Signed manifest GET /api/skills/oil-can-man-plan-prospecting/manifest Signed lockfile GET /api/skills/oil-can-man-plan-prospecting/lockfile

Test it

Using "plan-prospecting". Research three named Colorado employers for potential 401(k) audit outreach.

Expected outcome:

Confirmed targets appear in a table with plan name, filing year, participants, assets, auditor, outreach signal, and source URL.
Each outreach signal is labeled as a verified fact or an inference.
Unmatched employers appear separately with the attempted sponsor names.

Using "plan-prospecting". Compare listed advisors and recordkeepers for five target sponsors.

Expected outcome:

The ranked list identifies each confirmed sponsor, plan, advisor, recordkeeper, filing date, and canonical source.
Potential service gaps include a concise rationale based only on returned filing data.
The brief notes that listed relationships may not represent current arrangements.

Security Audit

Safe

v2 • 7/12/2026 Open versioned report

The skill is a prompt-only research workflow with no executable code. Both hardcoded URLs are expected PlanProvider.Pro service references, and no malicious behavior or prompt injection was found.

Files scanned

Lines analyzed

Review items

False positives ignored

Risk Factors

🌐 Network access (2)

SKILL.md:14 SKILL.md:38

No confirmed security findings were detected by the latest completed static and semantic audit. This does not prove the skill has no side effects.

Audited by: codex View Audit History →

Share & cite this report

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Open versioned report

Copy report link

https://skillstore.io/skills/oil-can-man-plan-prospecting/audits/2?utm_source=security_passport&utm_medium=share&utm_campaign=versioned_report

Markdown badge

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Embed card

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Academic citations (APA · BibTeX · CFF)

APA citation

oil-can-man. (2026). plan-prospecting security audit report (audit version 2) [Author version unspecified]. Skillstore. https://skillstore.io/skills/oil-can-man-plan-prospecting/audits/2

BibTeX citation

@techreport{oil-can-man-oil-can-man-plan-prospecting-2026,
  author = {oil-can-man},
  title = {plan-prospecting security audit report (audit version 2)},
  institution = {Skillstore},
  year = {2026},
  number = {2},
  url = {https://skillstore.io/skills/oil-can-man-plan-prospecting/audits/2},
  note = {Author version unspecified}
}

CITATION.cff

cff-version: 1.2.0
message: "If you use this Skill, cite its author and this versioned security audit report."
title: "plan-prospecting security audit report (audit version 2)"
version: "unspecified"
type: report
authors:
  - name: "oil-can-man"
date-released: "2026-07-12"
url: "https://skillstore.io/skills/oil-can-man-plan-prospecting/audits/2"
identifiers:
  - type: other
    value: "skillstore:oil-can-man-plan-prospecting:audit:2"
    description: "Skillstore immutable audit report identifier"

Skillstore Score

Why this score Evidence Confidence: Medium

Architecture

Maintainability

Content

Community

Spec Compliance

What You Can Build

Prioritize Audit Prospects

Compare named employer plans and identify evidence-backed audit service opportunities.

Prepare Advisor Outreach

Research current plan providers and filing signals before contacting target sponsors.

Validate Provider Relationships

Confirm listed providers and source dates for a focused employer account list.

Try These Prompts

Research One Employer

Research [employer] with PlanProvider.Pro. Confirm the plan match and report the filing year, participants, assets, current providers, and canonical source URL.

Compare Named Targets

Compare these employers: [list]. Return confirmed plan matches in a table with filing dates, plan size, current providers, and source URLs.

Find Service Opportunities

Research [employer list] for [service]. Rank confirmed plans using filing-derived signals. Separate verified facts from inferences and explain every ranking.

Build an Advanced Territory Brief

Analyze [employer list] within [geography] for [service]. Resolve alternate sponsor names, verify provider details, and fetch canonical pages when MCP fields are incomplete.

Best Practices

Provide a narrow list of named employers and define the service being sold.
Verify matches with sponsor, plan, EIN, plan number, filing year, participants, and assets.
Keep verified facts separate from inferences and include a canonical source for every result.

Avoid

Do not claim complete market coverage because the MCP does not offer unrestricted bulk exports.
Do not invent provider relationships, contacts, intent signals, plan sizes, fees, or credentials.
Do not present filing-period data or inferred opportunities as current verified facts.

Frequently Asked Questions

What information do I need to provide?

Provide named employers, target geography, desired plan type, approximate size, and the service you offer.

Can this skill search every employer in a market?

No. It researches named candidates and does not provide an unrestricted bulk company export.

Does the skill require an account?

Yes. Connect the PlanProvider.Pro MCP and complete its OAuth flow. Account tier controls available rows and fields.

How does the skill verify a plan match?

It compares sponsor, plan name, EIN, plan number, participants, assets, filing year, and the canonical source.

Are provider relationships always current?

No. Form 5500 data can lag, be amended, or describe a prior filing period.

What output does the skill produce?

It returns a concise markdown table or ranked list with confirmed plan details, provider context, signals, inferences, and source URLs.

Developer Details

Author

oil-can-man

License

MIT

Skillstore revision

Version notice

The author did not declare a version.

Repository

https://github.com/oil-can-man/planprovider-401k-agent-skills/tree/main/plan-prospecting/

Ref

c5081d84475f0b7b1078d09e00a45969d91295f1

Maintenance freshness

7/18/2026

Usage

1 downloads · 0 views

File structure

📄 SKILL.md