midaz-onboard

Collect trader preferences and trigger server-side radar and playbook generation.

Updated Mar 30, 2026
One-click install
npx skills add https://github.com/SparkssL/Midaz-cli --skill midaz-onboard
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: midaz-onboard
Source: https://github.com/SparkssL/Midaz-cli/tree/main/skills/midaz-onboard
Command: npx skills add https://github.com/SparkssL/Midaz-cli --skill midaz-onboard

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Onboard new traders to Midaz by collecting their preferences and triggering a server-side synthesis that publishes radar and playbook atomically. The flow ensures consistency between the web onboarding experience and desk configuration, and supports updates and re-generation from saved profiles.

Core Features & Use Cases

  • Guided onboarding flow collects mode, language, markets, horizon, and focus areas, then calls midaz onboard generate to produce radar and playbook.
  • Persistence to local profile files enables quick re-entry and updates with the same answers.
  • Supports light updates (adjust radar/playbook in place) or full regeneration (re-run onboarding wizard and overwrite radar/playbook).

Quick Start

Describe your trading preferences and run midaz onboard generate to publish radar and playbook.

Frequently Asked Questions about midaz-onboard

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate trader onboarding workflow to generate a trading desk radar and playbook?

Automated trader onboarding workflow collects mode, language, markets, horizon, and focus areas, then triggers server-side synthesis to publish a desk radar and playbook atomically. This ensures configuration consistency between web onboarding and desk setup.

What is the best way to update an existing trading desk radar configuration?

Updating a trading desk radar uses local profile persistence for quick re-entry. You can apply light updates to adjust the radar and playbook in place, or run a full regeneration wizard to overwrite configurations with new preferences.

Does guided onboarding support saving trader preferences for later regeneration?

Guided onboarding supports saving trader preferences via local profile files. This persistence enables quick re-entry and updates using the same answers without restarting the entire workflow.

How does server-side synthesis handle radar and playbook generation errors?

Server-side synthesis handles radar and playbook generation errors through robust error handling and authentication during the atomic generation process. This ensures the desk radar and playbook publish reliably without partial configuration states.

Can I use the onboarding wizard to configure both radar and playbook simultaneously?

The onboarding wizard configures both radar and playbook simultaneously by triggering an atomic server-side generation. It collects your trading desk preferences once and publishes both outputs together to guarantee configuration consistency.