Corporate-banking client acquisition: turn a coverage mandate into a ranked prospect list, map the enterprise population of a territory, scan business-opportunity signals, and assemble client portraits for a coverage conversation.
Install the plugin from the ZCode plugin manager, then either run a command or just
describe the task — the find-clients agent classifies it and loads the right skill.
Agent — agents/find-clients.md picks the work mode, enforces the data-source priority
order, and applies the output guardrails below.
| Command | What it does |
|---|---|
/find-clients:prospects |
Executed prospect screen — turn a coverage mandate into a ranked target-client shortlist |
/find-clients:park |
Enterprise-population map of a park, cluster, or region (counts, 划型, 资质, 上市/发债) |
/find-clients:opportunities |
Dated business-opportunity signal scan, graded by actionability for a banker |
/find-clients:portrait |
Client portrait for a coverage conversation, ending in questions and a vet-companies hand-off |
| Skill | Role |
|---|---|
prospect-screen |
Reproducible screen by region, industry, 资质标签, 上榜榜单, or listing status |
park-cluster-map |
Map the enterprise population of a territory rather than a company |
opportunity-scan |
Financing rounds, expansion and capex, listing moves, tenders and awards, over an explicit window |
client-portrait |
Registry basics, supply-chain and equity relationships, recent opportunity signals, and risk flags |
report-render † |
Paginated PDF or editable DOCX deliverables — correct CJK rendering, density-sized charts, clickable [n] citations, and a mandatory render-and-inspect gate |
xlsx-author † |
Professional .xlsx workbooks — formula-construction rules and a mandatory recalc / error-check step before delivery |
† Shared authoring skills, generated upstream from a single source and vendored into
every finance plugin. See UPSTREAM.md.
| MCP server | Data |
|---|---|
tianyancha |
天眼查 — company registry, ownership, litigation and risk records |
finance-search |
Finance web and news search |
wind-docs |
Wind — filings and research documents |
All of these are remote HTTP MCP servers on ZCode's own gateway (${ZCODE_BASE_URL}),
declared in .zcode-plugin/plugin.json. Identity is
injected per tool call by the host (auth: {type: zcode_official, provider: jwt_token}).
There is no API key, token, or vendor account for you to configure. The plugin never contacts a data vendor directly and carries no credentials.
This plugin is marked requiresPaidPlan: the data behind those servers is licensed
commercial data, not a free tier.
| Hooks | none — the plugin installs no hooks and does not intercept your tools |
| Network | only ${ZCODE_BASE_URL}, the host gateway. No third-party endpoints |
| Writes files | report, workbook and deck deliverables (.pdf, .docx, .xlsx, .pptx) plus build intermediates, in the working directory the skills pick per their own rules |
| Executes | python3 for the authoring skills; headless LibreOffice (soffice / libreoffice) for xlsx formula recalculation and DOCX→PDF verification; fc-list for font checks |
| Python packages | report-render needs reportlab, matplotlib, pypdf, pypdfium2, pillow, fonttools (see skills/report-render/scripts/requirements.txt); xlsx-author needs openpyxl |
| Degrades gracefully | without LibreOffice, xlsx-author reports recalc_unavailable and runs a static lint only — which it explicitly does not treat as a pass |
Output is draft work product, staged for a qualified professional to review and sign off. It is not investment advice, not a rating or price target issued as a firm view, and not a credit or compliance decision. Material claims are source-tagged so a reviewer can check them; what could not be sourced is reported as a gap rather than smoothed over.
Vendored from an upstream Z.ai project; agents/, commands/ and skills/ are produced
there and must not be edited here. The ZCode adaptation layer (manifests, this README, the
marketplace entry) is owned by this repository. Open publishing gates are recorded in
UPSTREAM.md.