Agentic AI, shipped with regulator-grade rigor.

Microsoft Power Platform specialist team — 11 specialists (Test Studio + DAX + pac solution check tester, PBIP-git + DAX + ADO power-bi-engineer, canvas/Power Fx, Power Automate + connectors, Dataverse modeling, model-driven apps, pac CLI + ALM, tenant governance/DLP, PCF…

• 11 Agents
• 18 Skills
• 1 Hook
• 1 Template

• copilot-studio-engineerUse this agent for Copilot Studio (formerly Power Virtual Agents) bot design and AI Builder integration — topics, generative answers, knowledge sources, prompts in flows, custom and prebuilt AI Builder models, AI Credit budgeting, bot channels (Teams/web/Direct Line).
• dataverse-architectUse this agent for Dataverse data modeling, security model design, plug-ins, and business rules.
• flow-engineerUse this agent for Power Automate work — cloud flows, desktop flows (RPA), and custom connectors.
• model-driven-engineerUse this agent for model-driven app construction — site maps, app modules, forms (main/quick create/quick view), views, dashboards, charts, business process flows, command bar customization, JS web resources, form scripting via Xrm/formContext APIs.
• pcf-developerUse this agent for Power Apps Component Framework (PCF) custom controls — TypeScript, manifest, lifecycle, build, package, register.
• power-bi-engineerUse this agent for Power BI semantic models, DAX authoring/review, reports, dataflows, PBIP project source control, git integration with Azure DevOps / Azure Repos, deployment strategies (Deployment Pipelines vs ADO pipelines), refresh/gateway troubleshooting, and bridging Power BI artifacts with Power Platform solutions/ALM.
• power-fx-engineerUse this agent for canvas Power App work — screen architecture, Power Fx formulas, components and component libraries, delegation, performance, theming, accessibility, Test Studio, Monitor.
• power-pages-engineerUse this agent for Power Pages (formerly Power Apps Portals) — external-facing sites for anonymous or B2C users.
• power-platform-adminUse this agent for tenant-level Power Platform admin work — environment strategy (Default avoidance, Production / Sandbox / Developer / Trial / Teams), managed environments, environment groups, DLP policies at tenant + environment scope, CoE Starter Kit, licensing audits, capacity reporting (Dataverse storage, API entitlements, Power Automate request limits), tenant-level analytics, sharing limits, weekly digest.
• power-platform-testerUse this agent for Power Platform-specific testing — Power Fx unit/integration tests in Test Studio, canvas-app monitor traces, Power Automate flow tests (`Test → Manually`, telemetry-driven assertions), Dataverse data validation, model-driven app form/business-rule testing, DAX measure correctness and performance, Power BI semantic model VertiPaq diagnostics, and `pac solution check`.
• solution-alm-engineerUse this agent for Power Platform Application Lifecycle Management — pac CLI mastery, source control of unpacked solutions, environment variables, connection references, environment strategy at the solution level (dev/test/prod promotion), and ALM pipelines (in-product Power Platform Pipelines, Azure DevOps + Power Platform Build Tools, GitHub Actions for Power Platform).
• alm-pipeline-designDesign end-to-end ALM pipelines for Power Platform solutions — pac CLI primitives, Azure DevOps multi-stage pipelines, source-control unpacked solutions, env-var + connection-reference promotion across DEV → TEST → UAT → PROD, managed-vs-unmanaged discipline.
• canvas-app-performanceDiagnose and fix Power Fx canvas app performance — delegation as a P1 design constraint, lazy-load patterns, Concurrent() vs sequential, ClearCollect vs collection growth, OnStart vs OnVisible, screen-transition cost, control-count budgets per screen, and the connector-call audit via Monitor.
• code-reviewDeep code audit that finds dead wiring, silent failures, unfinished features, placeholder stubs, bloated files, and unnecessary complexity.
• copilot-studio-bot-designDesign Copilot Studio bots — topic vs generative-answers boundaries, knowledge-source hygiene, trigger-phrase design, slot-filling patterns, escalation-to-human criteria, AI Builder vs prompt-flow vs direct Azure OpenAI decisions, and the test-set discipline that catches regressions on every authoring change.
• dataverse-pluginsUse when developing, registering, or deploying Dataverse plugins (C# server-side extensions).
• dataverse-web-apiUse when programmatically creating, modifying, or querying Dataverse schema and metadata via the Web API (OData v4.0).
• dataverse-web-resourcesUse when creating, deploying, or managing Dataverse web resources for model-driven apps.
• dlp-policy-designDesign tenant Data Loss Prevention policies for Power Platform — business / non-business / blocked classification, environment-scoped vs tenant-wide policies, exemption process, common-connector pitfalls (HTTP, SharePoint, Dataverse, custom connectors), and the "every flow gets re-evaluated on policy change" implication.
• grounding-protocolReduce confident-but-incorrect "I can't do that" claims by forcing agents to verify capabilities before refusing scope.
• maintainability-reviewForward-looking maintainability + evolvability review of a Power Platform solution — understandability, modifiability, testability, evolution readiness, ownership.
• pcf-controlsUse when building, deploying, or using PowerApps Component Framework (PCF) controls.
• plan-with-teamSpawns an Agent Team to collaboratively plan Power Platform / Dataverse applications.
• power-apps-code-appsUse when building, scaffolding, debugging, or deploying Microsoft Power Apps Code Apps using React, Vue, or TypeScript in VS Code.
• power-automateVeteran-level reference for Power Automate work — expressions, error handling + scopes, child flows, solution-aware flows + connection references, Dataverse triggers, throttling, approvals, performance patterns.
• power-biVeteran-level reference for Power BI — PBIP project structure + git, semantic model design, DAX patterns + performance, deployment pipelines, refresh / gateway troubleshooting, integration with Power Platform solutions / ALM.
• power-pages-permissionsDesign table permissions, web roles, and authentication for Power Pages — anonymous vs authenticated patterns, B2C / Entra-External-ID auth, table-permission scoping (global / contact / account / parental / self), record ownership, and the "row I can see in MDA but not in Pages" debugging playbook.
• record-screenRecord a Chrome browser tab to video via CLI.
• visual-qaAI-powered visual QA testing that walks through an app in the browser, records every action with annotated captions (what was done, what should happen), captures screenshots/GIFs, and sends the evidence to Gemini for automated review.
• check-house-opinions.shcheck-house-opinions.sh PostToolUse hook for Edit | Write | MultiEdit on Power Platform source files.
• maintainability-review-template.mdMaintainability Review Template

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Corporate finance & FP&A specialist team — FP&A analyst (budgets, forecasts, variance commentary), financial modeler (3-statement, DCF, scenarios), controller (close, JEs, reconciliations), treasury analyst (cash, covenants, FX), valuation analyst…

• 7 Agents
• 9 Skills
• 1 Hook
• 8 Templates

• audit-prep-specialistUse this agent for audit readiness — PBC (provided-by-client) list management, walkthrough documentation, SOC1 / SOC2 control narratives, deficiency remediation, examiner walkthrough rehearsals.
• board-pack-composerUse this agent for board / investor / lender reporting packs — narrative-first composition, section sequencing, KPI selection, executive-summary patterns.
• controllerUse this agent for month-end / quarter-end close work — JE design and review, account reconciliations, accruals, intercompany, close-calendar mechanics, deferred revenue / prepaids / fixed-asset rolls.
• financial-modelerUse this agent for financial-model work — three-statement models, DCF, scenario / sensitivity, model architecture, model documentation.
• fpa-analystUse this agent for FP&A work — budgeting, rolling forecasts, KPI commentary, variance walks, scenario modeling at the P&L level, headcount and opex planning.
• treasury-analystUse this agent for treasury and cash-management work — 13-week direct cash forecasts, working-capital optimization, debt covenant compliance, FX exposure and hedging, banking operations, debt-schedule mechanics.
• valuation-analystUse this agent for valuation work — business valuation (DCF + comparable companies + precedent transactions), 409A valuations, fairness-opinion support, valuation methodology defense, ESOP / RSU strike-price refreshes.
• board-pack-compositionCompose narrative-first board / investor / lender reporting packs — section sequencing, KPI selection, executive-summary patterns.
• dcf-valuationRun a defensible discounted-cash-flow valuation — explicit projection period, terminal value (Gordon vs exit-multiple), WACC build, sensitivities, scenario weighting, and the cross-check against trading / precedent multiples.
• driver-based-forecastingBuild and refresh a driver-based rolling forecast that survives FP&A review — driver tree from revenue volume × price, opex by category-driver, working-capital roll, capex schedule, scenario layer.
• kpi-definitionDefine KPIs that survive cross-team disagreement — single owner, single formula, single source of truth, decay-tested, documented in a KPI dictionary.
• model-review7-pass review of financial models — assumptions, mechanics, integrity (BS balances, CF reconciles), hardcodes, error-checks, scenarios, documentation.
• month-end-closeRun a clean month-end / quarter-end close — close-calendar mechanics, JE buckets, reconciliation checklist, exception-triage playbook.
• soc-control-walkthroughDocument a SOC 1 / SOC 2 control walkthrough — control description, test of design vs test of operating effectiveness, evidence-of-control patterns, sampling, exception triage, deficiency severity classification (control deficiency / significant deficiency / material weakness).
• thirteen-week-cash-forecastBuild and operate a 13-week direct-method cash forecast — receipts by source, disbursements by category, week-by-week roll, variance-to-prior-forecast cadence, covenant headroom view, and the trigger thresholds for management action.
• variance-commentaryWrite variance commentary that tells a story instead of restating a table — templates for revenue, GM, opex, EBITDA, FCF with named drivers + materiality threshold applied.
• flag-finance-anti-patterns.shflag-finance-anti-patterns.sh PostToolUse hook for Edit | Write | MultiEdit on finance-conventional files.
• account-reconciliation.mdAccount reconciliation — [Account name] / [GL #]
• audit-pbc-tracker.mdAudit PBC tracker — [Audit / Period]
• board-pack-outline.mdBoard pack outline — [Entity] [Period]
• cash-flow-forecast.md13-week direct cash forecast — [Entity]
• kpi-pack-template.mdKPI pack — [Entity] [Period]
• model-documentation.mdModel documentation — [Model name]
• month-end-close-calendar.mdMonth-end close calendar — [Entity] [Period]
• variance-commentary.mdVariance commentary — [Entity] [Period]

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Financial-regulatory & compliance specialist team — AML/KYC analyst (sanctions, EDD, SAR/STR), regulatory-reporting analyst (FATCA/CRS, supervisory returns, Solvency II, BMA EBS), risk-and-controls specialist (three lines of defense, KRIs), policy & procedure writer…

• 6 Agents
• 9 Skills
• 1 Hook
• 8 Templates

• aml-kyc-analystUse this agent for AML / KYC / sanctions / financial-crime work — customer-onboarding KYC, sanctions screening / hit clearing, EDD (enhanced due diligence), SAR / STR narrative drafting, transaction-monitoring rule tuning.
• bermuda-insurance-specialistUse this agent for Bermuda-domiciled insurance work — BMA Insurance Act 1978 + Rules / Codes, captives (Class 1 / 2 / 3 / 3A / 3B), commercial insurers (Class 4 / 3A / IIGB), long-term insurers (Class A-E), reinsurers, Insurance-Linked Securities (ILS) / Special Purpose Insurers (SPI), Segregated Accounts Companies (SAC), BSCR / ECR / MCR, EBS (economic balance sheet), CISSA, Solvency II equivalence implications, BMA filings.
• examination-prep-specialistUse this agent for regulator examination readiness — PBC list management for exam, walkthrough rehearsals, mock examiner interviews, examiner Q&A drafting, MRA / MRIA / management-letter responses, remediation tracking.
• policy-and-procedure-writerUse this agent for compliance manual / policy / procedure authoring — new policy drafting, P&P refreshes, gap analysis against new regulation, regulator-facing documentation, jurisdictional adaptation of an existing policy.
• regulatory-reporting-analystUse this agent for regulatory filings — FATCA, CRS, supervisory returns, Solvency II QRTs, BMA EBS, US RBC, statutory financial statements, supervisory reports, capital adequacy calculations.
• risk-and-controls-specialistUse this agent for enterprise risk management — risk-framework design, three lines of defense, risk-appetite statements, risk registers, KRI design, control self-assessment, ORM / ERM.
• aml-program-reviewStructured review of an AML program against FATF / FFIEC expectations — the 5 pillars, common findings, regulatory citations with primary sources.
• control-testingCompliance / second-line control testing rubric — design adequacy + operating effectiveness for compliance controls (KYC quality, monitoring rule tuning, training coverage, regulatory-mapping freshness).
• examination-readinessPre-exam playbook for regulator examinations — PBC tracker, walkthrough rehearsal, mock interviews, exam-week posture, MRA / MRIA / management-letter response patterns.
• kyc-edd-reviewKYC file + EDD review playbook — risk-rating logic, BOI / UBO verification, source-of-wealth vs source-of-funds, EDD trigger conditions, file completeness checklist, sign-off chain.
• regulatory-mappingMap internal controls / policies / procedures to specific regulatory citations (regulator + section + paragraph).
• risk-register-buildBuild / refresh an enterprise risk register that survives audit committee scrutiny — three lines of defense assignment, inherent + residual rating math, KRI design, risk-appetite mapping, control coverage, and the half-yearly refresh cadence.
• sanctions-hit-dispositionDisposition framework for sanctions screening alerts — true-match vs false-positive triage, secondary-match evidence chain, escalation criteria, documented-rationale template, list-version capture, and the audit-trail requirements that survive examiner review.
• sar-narrative-draftingDraft SAR / STR narratives that survive regulator review — typology + the W's + what to omit + reviewer sign-off chain.
• supervisory-return-prepPeriod-end supervisory / regulatory return preparation playbook — data lineage, maker-checker, materiality / threshold definitions, common return families (FATCA, CRS, BMA EBS, Solvency II, supervisory returns, capital adequacy / RBC), late-filing protocols.
• scrub-confidential-pre-write.shscrub-confidential-pre-write.sh PreToolUse hook for Write | Edit | MultiEdit.
• aml-program-outline.mdAML program outline — [Entity]
• control-narrative.mdControl narrative — [Control ID] [Control name]
• examination-response-tracker.mdExamination response tracker — [Regulator] [Exam type] [Period]
• kyc-edd-workpaper.mdKYC / EDD workpaper — [Customer ID]
• policy-template.md[Policy Name]
• risk-register.mdRisk register — [Entity / Domain]
• sar-narrative-template.mdSAR / STR narrative — [Case ID]
• supervisory-return-checklist.mdPre-submission checklist — [Return name] [Period]

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Web design & build specialist team — web architect (IA, stack, hosting), UX designer (wireframes, flows, conversion), visual designer (brand, typography, tokens), frontend implementer (HTML/CSS/JS, React, Astro, Next), content strategist (copy, microcopy, SEO content)…

• 7 Agents
• 9 Skills
• 1 Hook
• 8 Templates

• accessibility-auditorUse this agent for accessibility work — WCAG 2.2 AA / AAA audits, ARIA review, keyboard-navigation review, screen-reader testing, color-contrast checks, focus management, reduced-motion / reduced-data accommodation.
• content-strategistUse this agent for content / copy work — site copy, content hierarchy, microcopy, SEO content, content style guide, content audit, content modeling for headless CMS.
• frontend-implementerUse this agent for web frontend implementation — HTML, CSS, vanilla JS, React, Astro, Next, component-library work, responsive patterns, design-token wiring, build integration.
• performance-engineerUse this agent for web performance work — Core Web Vitals (LCP / CLS / INP) diagnosis and tuning, image / font / JS optimization, CDN strategy, caching, third-party hygiene, performance budgets.
• ux-designerUse this agent for UX work — wireframes, user flows, screen-level layouts, conversion design, interaction design, usability heuristics.
• visual-designerUse this agent for visual / brand work — brand systems, typography, color, layout grids, design tokens, component visual style, theming, dark-mode, motion design.
• web-architectUse this agent for web architecture decisions — site architecture, information architecture, tech-stack selection, hosting / CDN, build pipeline, repo structure, content modeling for headless CMS, technical SEO foundations.
• accessibility-reviewWCAG 2.2-aligned accessibility audit — semantics, ARIA, keyboard navigation, color contrast, focus management, motion preferences.
• content-auditAudit existing site content — full inventory (URL × type × intent × last-updated × owner), scoring against business / user-need / SEO criteria, remediation queue (keep / consolidate / rewrite / retire), and the migration plan when re-platforming.
• conversion-designDesign and audit conversion-focused screens — funnel definition, friction-vs-trust balance, form field selection (every field is a cost), one CTA per screen discipline, social-proof placement, microcopy patterns, and the conversion-rate measurement plan.
• core-web-vitals-tuningDiagnose and improve Core Web Vitals (LCP / CLS / INP).
• design-system-auditAudit an existing brand / design system for consistency, completeness, token coverage, dark-mode readiness.
• design-tokens-scaffoldingScaffold a token system from brand spec to token JSON to CSS variables to framework theme (Tailwind / Shadcn / CSS-in-JS / Theme UI).
• information-architectureDesign site information architecture — sitemap, URL taxonomy, navigation patterns (primary / utility / footer / contextual), card-sort discipline, content model that the IA implies, and the URL-to-template mapping.
• seo-technical-auditTechnical SEO sweep — crawlability, indexability, schema markup, sitemaps, OG / Twitter Card metadata, hreflang, structured data.
• third-party-script-hygieneCatalogue and hygiene-audit third-party scripts on a marketing site — performance budget by category (analytics / chat / A/B / fonts / video / social), async-defer patterns, consent-gating (GDPR / CCPA / consent-mode v2), CSP implications, and the periodic re-audit cadence.
• check-web-anti-patterns.shcheck-web-anti-patterns.sh PostToolUse hook for Edit | Write | MultiEdit on web-conventional files.
• accessibility-audit-report.mdAccessibility audit report — [Site / scope]
• content-style-guide.mdContent style guide — [Brand / site]
• design-brief.mdDesign brief — [Project name]
• design-system-spec.mdDesign system spec — [System name] [Version]
• launch-checklist.mdLaunch checklist — [Site / project] [Launch date]
• performance-budget.mdPerformance budget — [Site / page-type]
• seo-audit-report.mdSEO audit report — [Site]
• site-architecture.mdSite architecture — [Site name]

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EdTech-flavored Partner Success Manager team — 6 specialist agents anchored on the PSM lane.

• 6 Agents
• 12 Skills
• 1 Hook
• 15 Templates

• ferpa-comms-translatorUse this agent for FERPA-aware (and segment-equivalent data-privacy) multilingual, multi-audience partner & end-user communication.
• learning-analytics-analystUse this agent for partner-engagement signal design, health-score architecture, dashboard specs, and metric interpretation.
• partner-profile-curatorUse this agent to maintain the durable partner record — the context that outlives any one PSM seat.
• partner-success-managerUse this agent for EdTech-specialized PSM work — onboarding, adoption, ongoing pulse, day-to-day partner-facing work.
• qbr-composerUse this agent for Quarterly Business Review materials end-to-end — data pull plan → narrative → deck → talk track → followup tracker.
• success-playbook-designerUse this agent to design or refresh PSM plays — renewal plays, expansion plays, recovery (red-flag intervention) plays, advocacy plays.
• adoption-sequencing-k12Sequence K-12 partner adoption activities by stage (newly-implemented / first-year-sustaining / multi-year-mature / pre-renewal) with school-year-phase overlay.
• advocacy-program-designDesign a structured EdTech advocacy program with 5-tier ladder (logo → quote → case study → speaker → peer call).
• executive-sponsor-mappingMap the partner's buying committee — economic buyer, champion, technical buyer / IT, user-champion, blocker, executive sponsor — across segments (K-12 / higher-ed / corp L&D).
• expansion-play-designDesign expansion motions that fire only when the partner has earned value — 3-gate eligibility (top-quartile health + demonstrable adoption + organizational readiness), value-trigger taxonomy, seat / module / department land-and-expand patterns, internal-champion-armament, ROI-storytelling format, and the "don't sell to bottom-quartile" discipline.
• implementation-90-day-arcRun the 90-day technical-onboarding arc for a newly-contracted EdTech partner — discovery (weeks 1-2) → integration setup (3-4) → train-the-trainer (5-6) → go-live + Day-30 measurement (7-8) → stabilization + PSM handoff (9-12).
• partner-health-scoringDesign and maintain a partner health score that actually predicts renewal / churn for EdTech partners.
• partner-training-program-designDesign partner-facing training programs for EdTech — train-the-trainer is the only model that scales in K-12.
• qbr-compositionCompose a Quarterly Business Review end-to-end — data pull plan, narrative arc, deck outline, talk track, post-QBR commitment tracker.
• recovery-play-designDesign red-flag intervention sequences — root-cause diagnostic before remedy (4 parallel hypotheses), time-bound recovery plan with measurable 30/60/90-day signal targets, escalation criteria (PSM → success leadership → exec sponsor → counsel → churn-prep), the "is this recoverable?" rule, churn-prep workflow when not, and the post-recovery learning capture.
• renewal-play-designDesign renewal motions that earn the renewal instead of negotiating it — T-180/T-120/T-90/T-60/T-30/T-0 sequence, sponsor-confirmation arc, value-evidence pack, multi-thread the buying committee, decision-memo support, expand/maintain/contract decision rule, and segment-specific overlays (K-12 budget cycle, higher-ed academic calendar, corp L&D fiscal year).
• rostering-data-qualityDiagnose rostering / SIS / LMS data-sync issues in EdTech contexts — K-12 (Clever, ClassLink, OneRoster), higher-ed (SIS/LMS), corporate L&D (HRIS/LMS).
• success-plan-authoringAuthor a 30/60/90 day or quarterly success plan for an EdTech partner that has measurable success criteria, named owners, and a defensible cadence.
• flag-psm-anti-patterns.shflag-psm-anti-patterns.sh PostToolUse hook for Edit | Write | MultiEdit on EdTech-PSM artifact files.
• adoption-diagnostic-worksheet.mdAdoption diagnostic worksheet — `<partner_name>`
• annual-partner-review.mdAnnual Partner Review — `<Partner Name>` — `<Year>`
• case-study-draft.mdCase study draft — `<partner_name | "Anonymized Partner">`
• cross-functional-partnership-map.mdCross-functional partnership map — `<partner_name | vendor_name>`
• escalation-memo.mdEscalation Memo — `<Partner Name>` — `<short risk description>`
• health-score-dashboard.mdHealth-Score Dashboard — Spec
• implementation-90-day-plan.mdImplementation 90-day plan — `<partner_name>`
• onboarding-checklist.mdOnboarding Checklist — First 90 Days — `<Partner Name>`
• partner-profile.mdPartner Profile — `<Partner Name>`
• qbr-deck-outline.mdQBR Deck Outline — `<Partner Name>` — `<Quarter>`
• reference-pipeline-tracker.mdReference customer pipeline tracker
• renewal-decision-memo.mdRenewal decision memo — `<partner_name>`
• success-plan.mdSuccess Plan — `<Partner Name>`
• touchpoint-log.mdTouchpoint Log — `<Partner Name>`
• train-the-trainer-curriculum.mdTrain-the-trainer curriculum — `<partner_name>`

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Data-platform team — 4 specialist agents (database-setup-guide, etl-pipeline-engineer, dashboard-builder, connector-developer) that guide cloud-database setup, ELT pipelines…

• 4 Agents
• 11 Skills
• 1 Hook
• 12 Templates

• connector-developerUse this agent for custom Airbyte connector authoring when an ELT vendor doesn't ship a connector for the source the engagement needs.
• dashboard-builderUse this agent for interactive dashboard front-end generation — Evidence.dev (marketing-site portfolio), Apache Superset / Metabase OSS (client deliverable), Cube + Next.js + Tremor + Recharts + shadcn/ui (productized SaaS), Power BI Embedded F-SKU (Microsoft-stack engagements).
• database-setup-guideUse this agent for cloud-database setup guidance — Supabase, Neon, RDS, Azure SQL, Fabric, DuckDB, MotherDuck, Snowflake, Databricks, Turso.
• etl-pipeline-engineerUse this agent for ELT pipeline design and configuration — Airbyte, Fivetran, n8n, custom integrations.
• cloud-database-comparisonCompare cloud databases (Supabase, Neon, RDS, Azure SQL, Fabric, DuckDB, MotherDuck, Snowflake, Databricks, Turso) for an SMB consulting engagement — pricing tables with retrieval dates, setup-complexity matrix, when-to-pick guidance.
• connector-configurationConnector-specific configuration patterns for ELT pipelines — QuickBooks OAuth + rate-limit handling, Stripe webhook + batch hybrid, Salesforce Bulk API 2.0, HubSpot API v3, GA4 BigQuery export, Shopify GraphQL Admin API.
• cube-schema-scaffoldingScaffold Cube semantic-layer schemas with mandatory `securityContext` baked in for multi-tenant customer-facing dashboards.
• dashboard-performance-tuningTune interactive-dashboard performance against a per-widget-class budget — Cube pre-aggregation design, Postgres / DuckDB materialized views, cache layers (Cube + Redis + browser TanStack Query), the per-widget profile loop (measure → identify the slow stage → fix at the lowest-cost layer).
• data-quality-testsDesign data-quality tests that catch real bugs — uniqueness / not-null / referential integrity / freshness / row-count drift / value-range / cross-source reconciliation.
• dbt-project-scaffoldingScaffold a dbt project that ships — sources → staging → intermediate → marts → metrics layer discipline, generic + custom tests, doc-blocks for every model, exposure tracking, RLS-safe role separation (build-role vs query-role), CI shape (`dbt build` on PR), and a dev/prod env-promotion shape.
• embed-csp-and-iframe-sandboxingConfigure CSP `frame-ancestors`, iframe `sandbox` attributes, postMessage origin checks, and web-component shadow-DOM boundaries for embedded dashboards.
• jwt-embed-issuanceCanonical 2026 JWT-embed flow for dashboard embedding — required claims (`sub`, `tenant_id`, `iat`, `exp`, `iss`, `aud`, `nonce`), tool-specific verification (Superset guest tokens, Metabase JWT URLs, Cube Authorization Bearer, Power BI MSAL-via-AAD), 5-15 min expiration policy, cross-boundary denial test contract.
• multi-tenant-migrationMigrate a single-tenant database / dashboard stack to multi-tenant — `tenant_id` column propagation + backfill, RLS / semantic-layer scope rules introduced post-hoc, JWT-claim shape migration, embed-token cutover plan with parallel + backout window, and the mandatory cross-boundary denial test before flipping the switch.
• rls-policy-authoringAuthor Postgres Row Level Security policies (force-on, CI-deployed, denial-tested) for multi-tenant dashboards.
• stack-selectionSelect a dashboard-engagement stack via the Case A/B/C/D Mermaid decision tree (Portfolio / Per-client / Productized SaaS / Pipes-only) — surfaces the per-viewer-pricing-trap heuristic, recognizes the EdTech LMS connector-gap, returns a populated `stack-decision-record.md`.
• flag-data-platform-smells.shflag-data-platform-smells.sh PreToolUse hook for Edit | Write | MultiEdit on data-platform artifact files.
• airbyte-source-config.yaml---------------------------------------------------------------------------
• cube-schema-starter.ymlCube schema starter — multi-tenant analytics
• dashboard-engagement-checklist.mdDashboard engagement checklist — {{Engagement / Client Name}}
• database-schema-starter.sql
• dbt-project-starter/(template folder)
• evidence-portfolio-page.md{{Case Study Title}}
• jwt-issuer.ts
• metabase-interactive-embed.tsx.mdMetabase Interactive Embedding (React component) — seam-marked stub
• power-bi-embedded-react.tsx.mdPower BI Embedded App-Owns-Data (React component) — seam-marked stub
• rls-cross-tenant-test.sql
• stack-decision-record.mdStack decision record — {{Engagement / Client Name}}
• superset-embed-iframe.tsx.mdSuperset embed (React iframe component) — seam-marked stub

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