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JayKim88
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rich-chat

Route wealth-management questions to knowledge-base and workflow files.

Updated Jan 17, 2026
Search Tags:#real-time#multi-turn#knowledge-base#wealth-management#financial-advice#investment-planning
One-click install
npx skills add https://github.com/JayKim88/claude-ai-engineering --skill rich-chat
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: rich-chat
Source: https://github.com/JayKim88/claude-ai-engineering/tree/main/plugins/rich-guide/skills/rich-chat
Command: npx skills add https://github.com/JayKim88/claude-ai-engineering --skill rich-chat

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Rich-chat provides real-time, knowledge-base grounded financial advisory with unlimited multi-turn Q&A, helping users move from questions to actionable insights.

Core Features & Use Cases

  • Knowledge-base guided conversations: loads four knowledge-base files (investment masters, entrepreneurs, side hustles, money fundamentals) and uses them to ground advice.
  • Multi-workflow guidance: connects to four wealth-building workflows (first investment, debt freedom, side-hustle launch, wealth building) to steer actions.
  • Personalization and safety: adjusts tone and depth based on user profile and includes standard disclaimers for financial advice.

Quick Start

To begin, ask a wealth-related question and the system will start a real-time, knowledge-grounded conversation.

Frequently Asked Questions about rich-chat

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

FAQPage Schema
How does real-time wealth management guidance work in a multi-turn conversation?▼

Yes, you can get investment planning advice for your first investment through guided workflows that connect to knowledge bases on investment masters and money fundamentals. The system steers actions by routing your queries to the first-investment workflow for step-by-step planning.

Does this financial advice tool help with debt management and side-hustle launch planning?▼

Yes, the financial advice tool supports debt management and side-hustle launch planning by routing questions to dedicated workflows. It leverages knowledge bases on entrepreneurs and side hustles to ground advice and help you move from questions to actionable wealth-building insights.

What knowledge base does the system use to ground its personal finance coaching?▼

The system uses four knowledge-base files covering investment masters, entrepreneurs, side hustles, and money fundamentals to ground personal finance coaching. This ensures the real-time advisory conversations deliver advice based on established wealth-building principles rather than generic responses.

Are there any limitations to using AI for real-time financial advice?▼

A key limitation of using AI for real-time financial advice is the inclusion of standard disclaimers, as the system provides guidance rather than certified professional counsel. Advice depth is also adjusted based on user profiling, meaning complex personal scenarios may require human professional consultation.

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