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CaseMark Agent Skills

Open-source agent skills for legal, medical, finance, and capital markets AI workflows and the case.dev platform.

This repository contains five categories of skills:

Directory Audience Description
skills/legal/ Legal professionals & legal AI builders 874 skills for legal tasks (deposition summarization, motion drafting, etc.). Embedded into a vector DB on merge to power the agentskills.legal website and Legal Agent Skills API.
skills/med/ Healthcare professionals & health AI builders 400 skills across 20 medical subgroups (emergency medicine, cardiology, oncology, surgery, etc.). Structured agentic workflows for processing and synthesizing healthcare information.
skills/finance/ Financial professionals & fintech builders 400 skills across 20 finance subgroups (accounting, tax, insurance, banking, wealth management, FP&A, etc.). Consumer and corporate finance workflows.
skills/capital/ Institutional investors & capital markets builders 400 skills across 20 capital subgroups (M&A, VC, PE, fund formation, structured finance, capital markets, etc.). Institutional capital deployment and deal-making workflows.
skills/casedev/ case.dev developers Skills for building on the case.dev platform (vaults, OCR, transcription, search). File-based, consumed directly by Claude Code or any agent.

Quick Start

Claude Code

# Clone the repo
git clone https://github.com/CaseMark/skills.git

# Copy specific skills to your Claude Code skills directory
cp -r skills/casedev/setup ~/.claude/skills/setup
cp -r skills/casedev/vaults ~/.claude/skills/vaults

Claude.ai

  1. Download or clone this repo
  2. Zip individual skill folders (e.g., skills/casedev/vaults/)
  3. Upload via Settings > Capabilities > Skills

Claude API

Use the /v1/skills endpoint or the container.skills parameter in Messages API requests.

Available Skills

case.dev Platform Skills

Skill Description
setup Install CLI, authenticate, diagnostics, focus targets, job tracker, API routes
vaults Encrypted document vaults: create, upload, download, semantic search
ocr Document OCR: process PDFs/images, word-level positional data
transcription Audio/video transcription with speaker diarization
search Web, legal, case law, patent, vault, and skills KB search

Legal Skills

See skills/legal/ for 874 legal practice skills. These are also searchable via the agentskills.legal website and the Legal Agent Skills MCP.

Medical Skills (400 skills)

See skills/med/ for 400 healthcare and medical skills organized across 20 subgroups:

Subgroup Skills Examples
Emergency Medicine 20 ED triage, trauma assessment, stroke pathways, sepsis bundles
Hospital Medicine 20 Admission orders, discharge summaries, daily rounds, handoffs
Primary Care 20 Wellness visits, chronic disease management, preventive screening
Surgery 20 Operative reports, pre-op planning, post-op orders, wound care
Radiology 20 Chest X-ray, CT/MRI interpretation, tumor response, RADS classification
Pathology 20 Surgical pathology, cytology, molecular testing, flow cytometry
Pharmacy 20 Drug interactions, anticoagulation, antimicrobial stewardship, PK dosing
Oncology 20 Cancer staging, chemo toxicity, tumor boards, survivorship care
Psychiatry 20 Psychiatric evaluation, suicide risk, psychotropics, capacity assessment
Cardiology 20 ECG interpretation, echocardiography, heart failure, atrial fibrillation
Obstetrics & Gynecology 20 Prenatal care, fetal monitoring, labor management, gynecologic screening
Pediatrics 20 Newborn assessment, developmental milestones, immunizations, pediatric fever
Medical Coding & Billing 20 ICD-10/CPT coding, E/M coding, DRG optimization, compliance audits
Clinical Research 20 Trial design, IRB submissions, meta-analysis, regulatory submissions
Nursing 20 Nursing assessments, care plans, medication administration, wound care
Healthcare Compliance 20 HIPAA auditing, Stark Law, Anti-Kickback, EMTALA, accreditation
Health Informatics 20 Clinical terminology mapping, EHR implementation, CDS design, NLP
Public Health 20 Disease surveillance, outbreak investigation, vaccination campaigns
Dental Medicine 20 Dental exams, treatment planning, periodontal assessment, oral surgery
Rehabilitation Medicine 20 Functional assessment, gait analysis, neuro rehab, PT/OT/speech

Finance Skills (400 skills)

See skills/finance/ for 400 consumer and corporate finance skills organized across 20 subgroups:

Subgroup Skills Examples
Equity Research 20 Earnings call analysis, financial ratios, valuation models, investment theses
Fixed Income 20 Bond structures, credit analysis, yield curves, structured products
Investment Banking 20 Pitch books, M&A analysis, LBO models, fairness opinions
Private Equity 20 Deal evaluation, IC memos, portfolio monitoring, exit strategies
Asset Management 20 Portfolio construction, performance attribution, factor analysis, rebalancing
Risk Management 20 VaR calculation, stress testing, counterparty risk, operational risk
Financial Compliance 20 AML screening, KYC review, trade surveillance, regulatory examinations
Corporate Finance 20 Financial projections, capital structure, cash flow forecasting, hedging
Accounting 20 Revenue recognition, month-end close, SOX compliance, SEC reporting
Real Estate Finance 20 Property valuation, REIT analysis, loan underwriting, cap rate analysis
Insurance 20 Underwriting analysis, loss reserves, catastrophe risk, reinsurance
Quantitative Finance 20 Option pricing, volatility surfaces, derivatives risk, Monte Carlo
Financial Technology 20 Payment flows, fintech evaluation, digital lending, blockchain analysis
Tax 20 Corporate tax structures, transfer pricing, international tax, M&A tax
Wealth Management 20 Financial planning, estate planning, retirement income, charitable giving
Fund Operations 20 NAV calculation, fund accounting, investor reporting, trade operations
FP&A 20 Annual operating plans, variance analysis, rolling forecasts, dashboards
Commercial Banking 20 Loan underwriting, credit approval, trade finance, SBA lending
Sustainable Finance 20 ESG scoring, carbon footprints, green bonds, climate scenarios
Economic Analysis 20 Economic indicators, monetary policy, inflation dynamics, country risk

Capital Skills (400 skills)

See skills/capital/ for 400 institutional capital deployment skills organized across 20 subgroups:

Subgroup Skills Examples
Mergers and Acquisitions 20 Target screening, CIMs, synergy analysis, PMI planning
Venture Capital 20 Deal flow screening, term sheets, cap tables, portfolio support
Private Equity 20 LBO modeling, value creation plans, add-on analysis, exit timing
Growth Equity 20 SaaS metrics, pre-IPO readiness, minority protections, PLG analysis
Equity Capital Markets 20 IPO execution, book building, roadshows, direct listings
Debt Capital Markets 20 Bond offerings, loan syndication, covenant analysis, leveraged finance
Structured Finance 20 ABS/MBS/CLO structuring, waterfall modeling, collateral analysis
Distressed and Restructuring 20 Chapter 11 recovery, DIP financing, liquidity analysis, 363 sales
Secondaries and GP-Led 20 LP interest pricing, continuation vehicles, tender offers
Fund Formation and Structuring 20 LPA terms, carry mechanics, fund vehicles, tax structuring
Investor Relations and LP Reporting 20 Capital calls, distributions, performance reporting, AGMs
Infrastructure and Project Finance 20 PPP, concessions, project modeling, construction risk
Real Assets and Natural Resources 20 Mining, energy, commodities, royalty streams
Credit and Institutional Lending 20 Direct lending, leveraged loans, credit fund operations
Public Markets and Trading 20 Market microstructure, execution algorithms, TCA
Derivatives and Structured Products 20 Options, swaps, hedging programs, XVA
Cross-Border Capital 20 Sovereign risk, FX, international deal structuring
Capital Allocation and Corporate Strategy 20 ROIC frameworks, strategic alternatives, buybacks
Activist and Event-Driven Investing 20 Activist campaigns, merger arb, special situations
Quantitative Capital Strategies 20 Factor models, stat arb, systematic investing

Prerequisites

The case.dev skills require the casedev CLI:

# macOS
brew install casemark/casedev/casedev

# macOS + Linux
curl -fsSL https://raw.githubusercontent.com/CaseMark/homebrew-casedev/main/install.sh | sh

Authenticate:

export CASE_API_KEY=sk_case_YOUR_KEY           # env var (best for agents)
casedev auth set-key --api-key sk_case_YOUR_KEY # stored in config

Verify: casedev doctor --json

Contributing

See CONTRIBUTING.md for how to propose new skills or improve existing ones.

Skill Format

Every skill is a directory with a SKILL.md file following the Agent Skills specification. See spec/SKILL-SPEC.md for our authoring standard and template/SKILL.md for a starter template.

How It Works

PR opened → skill-qa.yml validates format + quality
                    ↓
            PR merged to main
           /        |          \
skills/legal/**  skills/med/**   skills/casedev/**
skills/finance/** skills/capital/**
      ↓                              ↓
legal-embed.yml                Nothing extra.
(embed → pgvector)             Files are the product.
      ↓
Powers:
- agentskills.legal website
- Legal Agent Skills MCP
- case.dev Legal Skills API

Links

License

Apache 2.0 — see LICENSE.

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