password-management-setup-plan
CommunityPlan a secure family vault and rollout
Legal & Compliance#recovery#2fa#security-planning#password-management#vault-setup#family-office#credential-privacy
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It solves the planning gap for families and advisors trying to set up a secure password management system without missing key decisions like vault choice, account inventory, sharing, MFA, and recovery.
Core Features & Use Cases
- Creates a structured rollout plan: Produces a single Password Management Setup Plan with advisor-ready sections covering vault selection, inventory, sharing model, MFA policy, and recovery.
- Captures minimum-viable interview inputs: Asks only the inputs needed to personalize the plan, suitable for advisor-led intake and consistent deliverables.
- Optionally records outcomes and pushes artifacts: Can write structured memory entries (when configured) and optionally push the deliverable to external sinks like SharePoint, Asana, Snowflake, and email/calendar publishers.
Quick Start
Run the skill to generate a personalized password management plan by answering the five interview prompts.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: password-management-setup-plan Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#password-management-setup-plan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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