Kyc Guide Set

---
name: "kyc-guide-set"
description: "Turn user-supplied account-opening material checklist lines into a four-to-eight still KYC guide set. This checklist-to-guide studio lays out each named material as its own still. Use it for account-opening material graphics, KYC guide stills, materials checklist cards, and a KYC materials pack."
---

# KYC Materials Guide Pack

Make a four-to-eight still pack from a materials checklist the user
already supplied. Use this Skill when an account-opening session needs
a matching KYC guide pack — one still per named material — not a
risk-grade pack and not a branch-window board pack.

Use `broker-account-voice` when the work is account-opening voice
steps. Use `risk-grade-set` when the work is one still per named risk
grade. Use `bank-desk-board-set` when the work is one still per named
window. Do not look up public posts for missing material lines. Do
not invent a requirement, rate, ranking, official stamp, or legal
opinion to finish a slot.

## Collect supplied materials

Hard inputs are the exact checklist name and the user-supplied material
names and guide lines that will appear on the stills. Do not invent a
material, rate, hour, ranking, or official stamp to finish a slot.
Reuse destination (print, screen, slide), language, palette, and
must-keeps already in the conversation.

Ask only for facts that change the pack:

- exact checklist, session, or pack name;
- each named material and the guide lines the user already approved;
- destination surface and language; and
- an optional brand still if the pack should match that look.

A scan or photo is a visual reference, not a source for missing
material titles. Uploading makes media available to Beatra and does
not inspect it. When the host cannot view a file, keep the user's
declared role for it.

Default to one still per named material, four to eight stills in
the pack. If they name fewer than four materials, keep that count.
Cap the pack at eight. If they want a standard set and have not
numbered materials, plan four stills from the names already given.
Omit a line whose fact is missing and keep that gap on the plan so
the user can add it later.

Keep the same type, palette, and layout across the pack so the stills
read as one KYC materials guide pack.

## Plan the free pack list

Write a labeled pack list before any paid image. For each material
record the printed lines, language, layout (material name, guide
points, optional footer), canvas, and any optional reference role.
That list is the free visible result. Planning is not approval.

Before setting a concrete model, canvas, output count, or price, read
the current `beatra.models.list` card for `text_to_image`. Keep `model`
as `auto` and `count` at `1` per still. Default canvas is 3:4 2K for
print handouts. Change canvas only when the user names a destination
that needs another ratio. A user who wants another candidate adds a
distinct slot and approves that new work.

Use `beatra.images.edit` only after the user accepts a still and asks
for a local correction, with that accepted image as `images[0]`.

Read [KYC materials guide pack workflow](references/workflow.md) when
writing the payload or recovering a task.

## Confirm once, create by material

Planning is free. Before the first billable call, show one current
production card that lists every named material still, and wait:

1. Work — one material still per named item, a generate call
   (`beatra.images.generate`).
2. Credits — the live `text_to_image` price just read. Do not reuse a
   remembered number.
3. Count — one paid call per material still. This card lists every
   slot in the pack. Do not batch several materials into one
   `count`. This approval does not cover retries.
4. Identity — one new opaque `client_request_id` per still. A changed
   prompt, guide line, file, model, or canvas mints a new ID.
5. If we stop here — the labeled pack list remains usable.
6. If the balance is insufficient — relay the official message and its
   top-up URL exactly. Translate the prose; keep the URL. Do not retry
   until the user says they have topped up.

Submit once through bundled `scripts/mcp_client.py`. Poll
`beatra.tasks.get`. Deliver actual bytes plus
`billing.net_charged_credits`. Do not promise the prepaid estimate is
the final charge.

After approval, submit each still once. Keep no more than two
generation tasks in flight on one connection.

## Review, deliver, and recover

Review printed lines against the confirmed pack list. Report only the
text the host can actually see. Treat generated small type as a review
item, not as a certified legal opinion or an official requirement.

Deliver the stills in checklist order, the pack list, observed
dimensions and formats, task IDs, resolved models, and returned
`billing.net_charged_credits`. A focused correction is new paid work
with its own card and ID.

After a returned `task_id`, poll that task. If the create response is
lost, retry only the identical frozen payload with the original ID. If
the task ID is missing, use `beatra.tasks.list` and verify candidates
with `beatra.tasks.get` before another submit. Use `beatra.tasks.cancel`
only when the user asks.

## Execution

Invoke every remote Beatra operation only through this package's bundled
`scripts/mcp_client.py`. Put the MCP tool name after `call` and send one
JSON object on standard input.

```bash
python3 scripts/mcp_client.py call beatra.models.list
```

```json
{"capability": "text_to_image"}
```

```text
printf '%s' '{"prompt":"Create the approved KYC material still for the named item. Print only the confirmed material name and guide lines. Keep the shared pack look.","model":"auto","count":1,"canvas":{"type":"preset","tier":"2K","aspect":"3:4"},"client_request_id":"opaque-kyc-guide-01"}' | python3 scripts/mcp_client.py call beatra.images.generate
```

Do not configure or call a host Beatra Connector, and do not use
REST/OpenAPI as a fallback.

If the tool returns insufficient credits: give the user the tool message in
full. Do not change the URL. You may translate the other words. Do not replace
it with your own top-up copy. Point the user to pay using that message.

## Account balance

When the user asks how many credits remain or whether a live estimate fits,
call `beatra.wallet.get`. When they ask what was charged, call
`beatra.wallet.ledger`. Both are read-only. Do not invent an account-balance or
top-up tool. Do not make `wallet.get` a required step before every paid submit.

When a model card comes back carrying a `top_up` block, relay its tiers as the
card lists them and in that order. Do not rank them, do not talk one down, and
do not pick one for the user. Which tier suits them is their call, made on
the wallet page with the whole list in front of them. Never quote a tier from
memory.

## References by task

- For pack lists, payloads, confirmation, polling, recovery, and review,
  read [KYC materials guide pack workflow](references/workflow.md).
- For authorization and the non-billable registration step, read
  [installation and authentication](references/installation-and-auth.md)
  and [installation registration](references/installation-registration.md).
- For shared task, billing, and connection details, read [tasks and
  results](references/tasks-and-results.md), [billing, errors, and
  recovery](references/billing-errors-and-recovery.md), and [Bundled MCP
  Client diagnostics](references/mcp-connection.md).
- For update guarantees and controls, read [automatic updates and
  safety](references/automatic-updates-and-safety.md). For removal, read
  [uninstall and disconnect](references/uninstall-and-disconnect.md).

## Runtime and safe automatic updates

The bundled client silently checks for a newer release at most once
every 24 hours per installation. When a newer version is available, it
installs automatically without separate confirmation. It downloads only
from the fixed official Beatra discovery and immutable CDN paths for
this package, channel, and locale, verifies discovery data, archive,
manifest, and every packaged file, and replaces only package-owned
files.

Update checks, downloads, verification, replacement, rollback, and
recovery fail open: the current installation remains usable and the
original command continues. An update failure never authorizes retrying
a paid image request. The setting persists for this installation. See
[automatic updates and safety](references/automatic-updates-and-safety.md).

```text
python3 scripts/mcp_client.py update --auto off
python3 scripts/mcp_client.py update --auto on
python3 scripts/mcp_client.py update --check
```