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Claude Skills by ThomasMoreAI
github.com/ThomasMoreAI3,571 skills4 installs3,388 views
- Protest NoticeDrafts a formal Notice of Intent to Protest Award for federal contracts under FAR 33.103, 33.104, and 4 C.F.R. Part 21. Use when a client receives an adverse contract award decision and must preserve GAO protest rights within the 10-day jurisdictional deadline. Covers bid protests, stay of performance requests, and contracting officer notifications.Votes: 0GitHub stars: 16
- Quality AgreementDrafts Quality Agreements for pharmaceutical contract manufacturing. Assigns quality roles between product owners and CMOs under FDA cGMP (21 CFR 210/211), ICH Q7, and related guidance. Use when a user needs a quality agreement, CMO quality terms, or cGMP compliance agreement for contract manufacturing.Votes: 0GitHub stars: 16
- Rea RequestDrafts a Request for Equitable Adjustment (REA) for U.S. federal government contracts under FAR provisions. Enforces element-driven cost/schedule narratives, FAR Part 31 cost structures, FAR 52.233-1 certification, and contemporaneous evidence marshaling. Use when a contractor seeks contract modification relief due to government-directed changes, differing site conditions, defective specifications, or government-caused delays.Votes: 0GitHub stars: 16
- Recall PlanDrafts FDA product recall plans compliant with 21 CFR Part 7, covering Recall Committee governance, health hazard evaluation, recall classification, notification protocols, effectiveness checks, product disposition, and termination procedures. Use when developing recall SOPs, updating recall procedures, drafting recall readiness plans, or preparing FDA-regulated product recall documentation.Votes: 0GitHub stars: 16
- Regulatory AnalysisAnalyzes documents and processes against FINRA, SEC, Federal Reserve, and CFPB regulatory frameworks. Identifies compliance gaps, classifies findings by severity, and recommends remediation. Use when performing compliance audits, regulatory reviews, gap analyses, or verifying policy adherence to financial regulations.Votes: 0GitHub stars: 16
- Regulatory MonitorTrack legislation, regulatory actions, and legal developments affecting prediction markets, crypto, and AI agents — triaged by stage × impact for decision-ready outputVotes: 0GitHub stars: 16
- Regulatory Submission SummaryProduces structured summaries of regulatory submission packages (FDA NDAs, 510(k)s, BLAs, ANDAs, environmental permits, rate filings) for government approval processes. Distills clinical data, manufacturing information, compliance evidence, and supporting documentation into standardized overviews for regulatory reviewers, compliance teams, and executives. Use when summarizing submission packages, preparing regulatory filing overviews, or creating executive briefings on approval applications; ...Votes: 0GitHub stars: 16
- RegulatoryNavigates regulatory compliance, government relations, and administrative law across financial services, healthcare, environmental, FDA, privacy, energy, government contracts, trade, and securities domains. Use when handling agency interactions, compliance programs, enforcement defense, rulemaking comments, or administrative proceedings.Votes: 0GitHub stars: 16
- Rfp ResponseDrafts evaluation-ready U.S. federal RFP responses across all standard proposal volumes (cover letter, technical, cost/price, reps and certs). Enforces FAR compliance, CPARS references, and Section L/M alignment. Use when preparing federal solicitation submissions, responding to government RFPs, or drafting procurement bids.Votes: 0GitHub stars: 16
- Sam Reps CertsDrafts Representations and Certifications documents for SAM.gov federal contractor registration. Use when registering entities in SAM.gov, updating annual registrations, preparing government contracting eligibility documents, or working with UEI, NAICS codes, business size determinations, and FAR compliance representations.Votes: 0GitHub stars: 16
- Sar FilingDrafts FinCEN Suspicious Activity Reports (Form 111) for BSA/AML regulatory filing. Compiles subject identification, transaction timelines, red-flag analysis, and activity classifications. Use when a financial institution detects suspicious transactions requiring mandatory SAR filing, continuing activity reports, or BSA compliance documentation.Votes: 0GitHub stars: 16
- Shippers Letter Of InstructionDrafts a U.S.-focused Shipper's Letter of Instruction (SLI) authorizing a freight forwarder, capturing EEI/AES filing intent, and documenting export-control classifications. Use when drafting SLIs, authorizing forwarders, preparing EEI/AES filings, or documenting ECCN/ITAR/EAR99 classifications for international exports.Votes: 0GitHub stars: 16
- Space Law Case SummaryGenerates structured summaries of space law cases involving satellite deployment, space debris, orbital conflicts, launch licensing, and international treaty disputes. Synthesizes the Outer Space Treaty, Liability Convention, U.S. Commercial Space Launch Act, FCC/FAA regulations, and ITAR/EAR export controls. Use when summarizing space law disputes, debris liability claims, orbital slot conflicts, or regulatory matters.Votes: 0GitHub stars: 16
- State Charity Annual ReportDrafts U.S. state charity bureau annual report packages for nonprofit charitable solicitation compliance. Use when preparing a state charitable solicitation annual report or renewal, charity bureau financial report, AG annual report (e.g., Form RRF-1), or when converting a filing into form-field answers or an executive compliance briefing.Votes: 0GitHub stars: 16
- Subcontracting PlanDrafts a FAR 52.219-9-compliant Small Business Subcontracting Plan for federal prime contractors. Sets percentage goals for SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB with market-based justifications, outreach strategies, and eSRS reporting. Use when preparing subcontracting plans for federal proposals, responding to FAR 52.219-9, or updating existing subcontracting commitments.Votes: 0GitHub stars: 16
- Telecom Law SummaryGenerates executive-level summaries of recent US telecommunications law developments covering spectrum rights, network access, privacy, infrastructure, and enforcement. Structures analysis by topic with compliance deadlines and business impact. Use when briefing counsel, regulatory teams, or executives on FCC rulemakings, net neutrality, CPNI, 5G deployment, robocall enforcement, or the broader telecom legal landscape.Votes: 0GitHub stars: 16
- Trade Law SummaryProduces structured U.S.-focused international trade law summaries covering tariffs, customs, export controls, sanctions, trade remedies, and trade agreements. Triggers when asked for international trade law summaries, tariff/customs analysis, export controls, sanctions guidance, WTO/GATT, USMCA, ITAR, EAR, OFAC, or import/export compliance updates.Votes: 0GitHub stars: 16
- Unclaimed Property PolicyDrafts an enterprise Escheatment and Unclaimed Property Policy covering property identification, dormancy matrices, due diligence notices, NAUPA-format reporting, remittance, recordkeeping, and audit preparedness across all US state jurisdictions. Use when establishing or updating an unclaimed property compliance framework, preparing for state audits, or evaluating voluntary disclosure programs.Votes: 0GitHub stars: 16
- Us Export ExpertUS Export Controls expert covering ITAR and EAR. Provides comprehensive guidance on defense articles (USML), dual-use commercial items (CCL), jurisdiction determination, FIPS encryption, denied party screening, and cloud compliance strategies.Votes: 0GitHub stars: 16
- Atm Equity Distribution AgreementDrafts a market-standard At-The-Market (ATM) Equity Distribution Agreement for public issuers conducting continuous shelf offerings under Rule 415(a)(4). Use when establishing or renewing an ATM program under an effective Form S-3, drafting a sales agent agreement, or structuring a continuous equity offering program.Votes: 0GitHub stars: 16
- Bad Actor Disqualification ReviewProduces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnaires mapping to each disqualifying event category, a documented reasonable-care diligence record, and classification analysis of flagged events with remediation or disclosure recommendations. Use this skill when conducting Rule 506(d) diligence, identifying covered persons for a Regulation D offering, drafting bad actor questionnaires, or analyzin...Votes: 0GitHub stars: 16
- Blue Sky FilingsProduces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities preemption, classifies offerings under Regulation D/Rule 506 or alternative federal exemptions, maps state jurisdictional nexus distinguishing offers from sales, and generates a state-by-state filing plan with Form D/EFD workflow, fee schedules, amendment triggers, and renewal calendars. Use this skill when advising on private placement Blue Sky comp...Votes: 0GitHub stars: 16
- Broker Dealer Customer AgreementDrafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration, and execution. Use when drafting or updating customer account agreements, brokerage agreements, or customer documentation for registered broker-dealers.Votes: 0GitHub stars: 16
- Carta Form AdvFetches Form ADV Part 1A filing data and generates an interactive HTML filing guide + Excel filing reference. Covers Items 5.D/F/H, Schedule D §7.B.(1) per-fund detail, beneficial owner breakdown, asset class composition, and capital activity. Use when asked about Form ADV, regulatory AUM, Schedule D, Form PF Section 1, SEC filing data, or private fund disclosures. Do NOT use for general fund metrics, NAV lookups, or LP contribution history — use carta-explore-data instead.Votes: 0GitHub stars: 16
- Client DisclosuresGuide the creation, content, and delivery of required client disclosure documents for investment advisers and broker-dealers. Use when the user asks about Form ADV Part 2A or 2B content, Form CRS requirements, prospectus delivery obligations, privacy notice delivery, trade confirmation timing, account statement distribution, or electronic vs paper delivery compliance. Also trigger when users mention 'onboarding document checklist', 'what disclosures do we owe new clients', 'annual brochure up...Votes: 0GitHub stars: 16
- Comfort Letter From AuditorsDrafts PCAOB AS 6101-compliant auditor comfort letters (cold comfort letters) providing negative assurance on unaudited financial information for underwriters in U.S. securities offerings. Use when drafting comfort letters for underwriting agreements, capital markets closings, IPOs, secondary offerings, or any securities transaction requiring auditor negative assurance at signing or closing.Votes: 0GitHub stars: 16
- Directed Share ProgramDrafts a Directed Share Program (DSP) agreement governing share allocation and purchase by designated participants in a U.S. public offering or IPO. Covers eligibility, allocation methodology, pricing, settlement, lock-up, indemnification, and SEC/FINRA compliance. Use when preparing DSP documentation for underwritten public offerings, IPO directed share programs, or controlled share purchase programs for employees, directors, and business associates.Votes: 0GitHub stars: 16
- Director Officer QuestionnaireDrafts Director and Officer (D&O) questionnaires for SEC disclosure compliance under Reg S-K Items 401, 402, 404, and 407. Covers biographical data, board service, conflicts of interest, related party transactions, legal proceedings, and beneficial ownership. Use when preparing annual proxy questionnaires, pre-IPO governance documentation, M&A due diligence packages, or independence assessments.Votes: 0GitHub stars: 16
- Document ReviewReviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the user mentions compliance checks, financial audits, or document verification.Votes: 0GitHub stars: 16
- Finra 4512 Customer AccountDrafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or preparing for regulatory examinations. Triggers on requests involving customer account documentation, CIP/AML obligations, trusted contact designations, suitability profiling, or SEC Rule 17a-3 recordkeeping in broker-dealer contexts.Votes: 0GitHub stars: 16
- Finra 4512 Customer InfoDrafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitability profile, and account elections. Trigger when the user mentions FINRA 4512, customer account information, KYC/CIP onboarding, trusted contact person, Rule 2111 suitability, Rule 3210, or broker-dealer new account setup.Votes: 0GitHub stars: 16
- Form 10 QDrafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certifications. Use when preparing quarterly SEC filings, EDGAR-ready 10-Qs, or interim disclosure packages. Trigger keywords: Form 10-Q, quarterly report, MD&A, Regulation S-K, Regulation S-X, SOX 302, SOX 906, XBRL, EDGAR, interim financial statements.Votes: 0GitHub stars: 16
- Form 10kDrafts SEC Form 10-K Annual Reports under the Securities Exchange Act of 1934. Structures all four Parts with Regulation S-K compliance and GAAP financial integration. Use when drafting 10-K filings, annual reports, or public company annual SEC disclosures.Votes: 0GitHub stars: 16
- Form 8kDrafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must disclose a reportable event (material agreement, acquisition, personnel change, Reg FD disclosure) or file a current report within four business days. Trigger on "Form 8-K", "current report", "8-K filing", "EDGAR", "Item 1.01", "Item 2.01", "Item 5.02", "Reg FD".Votes: 0GitHub stars: 16
- Form AdvDrafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".Votes: 0GitHub stars: 16
- Form D NoticeDrafts U.S. SEC Form D notice data sets for Regulation D exempt offerings (Rule 504, 506(b), 506(c)), ready for EDGAR submission. Use when preparing a Form D filing, notice of exempt offering, Reg D compliance, or unregistered securities offering notice.Votes: 0GitHub stars: 16
- Form DDrafts SEC Form D Notice of Exempt Offering for EDGAR filing under Regulation D. Captures issuer details, related persons, offering structure, exemption basis (Rule 504, 506(b), 506(c)), sales compensation, and use of proceeds. Use when filing Form D, preparing an exempt offering notice, or handling Regulation D compliance for unregistered securities.Votes: 0GitHub stars: 16
- Fund Subscription AgreementDrafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents for private equity, venture capital, hedge, real estate, or other private funds. Covers accredited investor reps, transfer restrictions, risk acknowledgments, KYC/AML conditions, and acceptance mechanics. Trigger: subscription agreement, investor questionnaire, PPM, LPA, accredited investor, Reg D, capital commitment.Votes: 0GitHub stars: 16
- Insider Trading PolicyDrafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted/watch lists, reporting, and enforcement. Use when creating or updating insider trading policies for broker-dealers, investment advisers, or investment companies. Triggers: insider trading policy, 10b5-1 plan, preclearance, restricted list, blackout period, Reg FD, MNPI.Votes: 0GitHub stars: 16
- Intrastate OfferingProduces a compliance memo and execution plan for U.S. intrastate securities offerings under Rule 147 or Rule 147A with state registration by qualification. Covers safe harbor selection, doing-business tests, residency verification, advertising controls, resale restrictions, integration analysis, and blue sky registration. Trigger when the user mentions intrastate offering, Rule 147, Rule 147A, registration by qualification, single-state offering, Section 3(a)(11), state-only fundraising, in-...Votes: 0GitHub stars: 16
- Investment Advisory AgreementDrafts a U.S. Investment Advisory Agreement (IAA) for SEC- or state-registered advisers under the Investment Advisers Act of 1940, SEC Rules 204-3, 206(4)-2, and 206(4)-3. Use when onboarding an advisory client, establishing a new advisory relationship, or updating an existing IAA.Votes: 0GitHub stars: 16
- Investors Rights AgreementDrafts a U.S. Investors'' Rights Agreement for VC/private equity financings, covering registration rights, information/management rights, pro rata rights, expenses, and termination. Use when drafting an IRA, Amended and Restated IRA, or VC financing governance package. Trigger keywords: "investors'' rights agreement", "IRA", "registration rights", "piggyback", "Form S-3", "information rights", "management rights", "pro rata", "ROFO".Votes: 0GitHub stars: 16
- Lock Up AgreementDrafts U.S. IPO/secondary offering lock-up agreements restricting securityholder transfers and hedging during the post-offering period. Trigger when drafting lock-up agreements, market stand-off letters, or underwriting lock-up exhibits in capital markets transactions.Votes: 0GitHub stars: 16
- Merit ReviewAnalyzes state merit review for non-covered securities offerings, applying NASAA Statements of Policy to cheap stock, promoter equity investment, voting rights, and promoter compensation. Produces examiner-ready comment responses with cap table analysis and negotiation strategy. Use when filing Reg A, Rule 504, intrastate, or direct public offerings in merit review states, responding to Blue Sky examiner comments, structuring offerings to avoid conditioning, or analyzing NASAA SOPs. Also trig...Votes: 0GitHub stars: 16
- Private Placement MemoDrafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or priv...Votes: 0GitHub stars: 16
- Private Placement MemorandumDrafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.Votes: 0GitHub stars: 16
- Prospectus DraftDrafts SEC-compliant prospectuses for securities offerings, structuring company data, financials, risk factors, and offering terms into a regulatory disclosure document. Use when preparing prospectuses, S-1 registration statements, offering memoranda, or primary disclosure documents for public or private issuances.Votes: 0GitHub stars: 16
- ProspectusDrafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of proceeds, business description, MD&A, financials, and offering terms against uploaded company documents and EDGAR comparables. Use when preparing a Form S-1, S-11, offering circular, or any primary disclosure document for a public or private issuance.Votes: 0GitHub stars: 16
- Proxy StatementDrafts a SEC Regulation 14A / Rule 14a-3 compliant annual meeting proxy statement (DEF 14A) covering notice, governance, executive compensation, related-party transactions, shareholder proposals, and voting procedures. Use when preparing proxy materials, annual meeting notices, or shareholder vote disclosures. Trigger: proxy statement, DEF 14A, annual meeting, proxy solicitation, say-on-pay, auditor ratification, Regulation 14A, Rule 14a-3.Votes: 0GitHub stars: 16
- Reg Bi PolicyDrafts board-ready Suitability and Best Interest policies for broker-dealers under FINRA Rule 2111 and SEC Regulation Best Interest (Reg BI). Covers the four Reg BI component obligations, suitability framework, Form CRS integration, supervision, and recordkeeping. Use when drafting Reg BI compliance policies, suitability procedures, or best interest obligation frameworks for financial services firms.Votes: 0GitHub stars: 16