China Skill Creator

china-skill-creator

Purpose

Create new **china- skills* — scaffold and template new skills for the China financial services plugin ecosystem.

When to Use

Use this skill when:

• Creating a new china-* skill from scratch
• Adapting an existing plugins/ skill to China context
• Extending the china/ directory with new capabilities
• Ensuring consistency with existing china-* skill patterns

Skill Creation Pattern

Step 1: Choose Vertical

Vertical mapping:

| Original Vertical | China Vertical | Path | |-------------------|----------------|------| | financial-analysis/ | china-finance/ | china/vertical-plugins/china-finance/skills/ | | equity-research/ | china-finance/ | china/vertical-plugins/china-finance/skills/ | | investment-banking/ | investment-banking/ | china/vertical-plugins/investment-banking/skills/ | | private-equity/ | private-equity/ | china/vertical-plugins/private-equity/skills/ | | wealth-management/ | wealth-management/ | china/vertical-plugins/wealth-management/skills/ | | fund-admin/ | fund-admin/ | china/vertical-plugins/fund-admin/skills/ | | operations/ | operations/ | china/vertical-plugins/operations/skills/ |

Step 2: Name Convention

Naming rules:

• All China skills prefix: china-
• Mirror original skill name: china-[original-name]
• Lowercase with hyphens: china-3-statement-model
• Directory matches skill name

Examples: | Original | China Version | |----------|--------------| | comps-analysis | china-comps-analysis | | earnings-analysis | china-earnings-analysis | | client-report | china-client-report |

Step 3: Frontmatter Template

Required frontmatter:

---
name: china-[skill-name]
description: [Chinese + English description]. Triggers on "A股[keywords]", "[Chinese keywords]", "[English keywords]", or "[example usage]".
---

Frontmatter rules:

• name: lowercase with hyphens, prefixed china-
• description: Include Chinese trigger words and English fallback
• Must include --- delimiters

Step 4: SKILL.md Structure Template

Standard structure:

---
name: china-[skill-name]
description: [description with triggers]
---

# china-[skill-name]

## Purpose

[One-line description in Chinese + English]

## Data Sources

### Tier 0 — 万得 Wind（最全面付费数据）
- 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
- MCP 服务：`wind-mcp`（需 `WIND_API_KEY` 密钥，以 `ak_` 开头）
- 优势：全市场覆盖面最广、数据最全面、包含研报和量化分析
- 密钥申请：https://aifinmarket.wind.com.cn/#/home

### Tier 1 — 同花顺 iFind（付费精确数据） / AkShare（Tier-2 免费备选）

\```python
get_quote(ticker)                     → [what it returns]
get_financials(ticker, "income")      → [what it returns]
\```

### Secondary Sources
- 巨潮 — [usage]
- 上交所/深交所 — [usage]
- Wind / Choice — [usage]

## Workflow

### Step 1: [Step Name]

[Content]

### Step 2: [Step Name]

[Content]

[... more steps ...]

## China-Specific Considerations

### [Topic]

[China-specific guidance]

## Quality Checks

Before delivering:
- [ ] [Check 1]
- [ ] [Check 2]
- [ ] [Check 3]

Step 5: China Adaptation Checklist

When adapting from original skill:

| Adaptation Area | China-Specific Changes | |----------------|----------------------| | Data sources | Replace Western sources with iFind/AkShare/巨潮/同花顺 | | Accounting | US GAAP → CAS | | Tax | US tax → 25% China corporate tax | | Currency | USD → CNY (¥) | | Units | $M → 万元 / 亿元 | | Terminology | English → Chinese (归母净利润, etc.) | | Market | US markets → A-share (主板/创业板/科创板) | | Regulations | SEC → CSRC / 证监会 | | Industry | US sectors → 东方财富 categories | | Reporting | 10-K/Q → 年报/季报 |

Step 6: Required Sections

Every china-* SKILL.md must include:

| Section | Required? | Content | |---------|-----------|---------| | name | ✓ | Frontmatter, china- prefix | | description | ✓ | Chinese + English, triggers | | ## Purpose | ✓ | One-line description | | ## Data Sources | ✓ | iFind MCP (primary) + AkShare (fallback) | | ## Workflow | ✓ | Step-by-step process | | ## China-Specific Considerations | ✓ | China adaptations | | ## Quality Checks | ✓ | Pre-delivery checklist |

Step 7: Data Source Tool Reference (iFind + AkShare)

Commonly used tools:

# Market data
get_quote(ticker)                    → Current quote
get_historical_data(ticker)          → Historical prices
get_index_data(index_code)           → Index data
get_market_overview()                → Market summary

# Financials
get_financials(ticker, "income")     → Income statement
get_financials(ticker, "balance")    → Balance sheet
get_financials(ticker, "cashflow")   → Cash flow

# Industry & peers
get_industry_stocks(industry="...")   → Industry peers
get_stock_info(ticker)               → Company info

# Funds
get_fund_data(fund_code)             → Fund data

# News (china-news MCP — separate server)
get_stock_news(ticker="{{TICKER}}")         → Individual stock news
get_market_headlines(top_n=20)              → Market headlines

Step 8: Common Patterns

CAS Accounting terms to use:

• 营业收入 (Revenue, net of VAT)
• 营业成本 (COGS)
• 归母净利润 (Net income to parent)
• 扣非净利润 (Non-GAAP net income)
• 经营现金流 (Operating CF)
• 资本支出 (CapEx)
• EPS (每股收益)
• ROE (净资产收益率)
• 毛利率 (Gross margin)
• 净利率 (Net margin)

A-share conventions:

• Stock codes: 6-digit (e.g., "600519", "000001")
• No exchange prefix
• 主板/创业板/科创板/北交所
• 涨跌停: ±10% (±20% for 创业板/科创板)
• 千元 / 万元 / 亿元 units

Tax conventions:

• Corporate tax: 25% (15% for 高新技术企业)
• VAT: 13% (standard), excluded from revenue
• Stamp duty: 0.05% on seller
• Dividend tax: 20% (10% for >1 year holding)

Step 9: Forbidden Patterns

**Never use in china- skills:*

Western data sources, indices, and filing systems must be replaced with China-native equivalents (iFind / AkShare / 巨潮 / 上交所 / 深交所 / 中证指数 / 东方财富 / 企查查 / 晨星中国). The check-china.py validation script enforces this — any skill containing these patterns will fail validation.

See the "China Adaptation Checklist" (Step 5) for the full mapping.

Step 10: Validation

After creating a new skill:

# Check for forbidden patterns
cd china && python3 scripts/check-china.py

# Sync to agent bundles
python3 scripts/sync-china-skills.py

Quick-Start Template

---
name: china-[name]
description: [Chinese description with triggers].
---

# china-[name]

## Purpose

[Chinese + English description]

## Data Sources

### Tier 0 — 万得 Wind（最全面付费数据）
- 覆盖：A股/港美股/基金/指数/债券/宏观/研报/分析（44个工具）
- MCP 服务：`wind-mcp`（需 `WIND_API_KEY` 密钥，以 `ak_` 开头）
- 优势：全市场覆盖面最广
- 密钥申请：https://aifinmarket.wind.com.cn/#/home

### Tier 1 — 同花顺 iFind（付费精确数据） / AkShare（Tier-2 免费备选）

\```python
get_quote(ticker) → [description]
\```

### Secondary Sources
- 巨潮 — [usage]

## Workflow

### Step 1: [Name]

[Content]

### Step 2: [Name]

[Content]

## China-Specific Considerations

[Content]

## Quality Checks

Before delivering:
- [ ] [Check 1]
- [ ] [Check 2]

Example: Creating a New Skill

Scenario: Create china-portfolio-optimization

1. Choose vertical: china-finance (financial analysis)
2. Create directory: china/vertical-plugins/china-finance/skills/china-portfolio-optimization/
3. Create SKILL.md: Use template above
4. Add China adaptations:

• Use A-share universe
• Consider 涨跌停 limits
• Factor in 北向资金 flows
• Use 东方财富 sector classifications

1. Sync: Run sync-china-skills.py
2. Validate: Run check-china.py

> Data Source Mode Switch: Set env var IFIND_DATA_SOURCE_MODE to control data source preference. > - ifind-only (strict): Use iFind only, error if unavailable > - ifind-fallback (default): iFind preferred, fallback to AkShare > - akshare-only: Skip iFind, use AkShare only

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: jwangkun
• Source: jwangkun/claude-for-financial-services-cn
• License: Apache-2.0

Install and usage instructions live in the source repository linked above.