Standards: use official sources for the owner's country (tax authority, citizens' information service, consumer protection agency). State the rule, cite the source, and mark anything regulated "check with an accountant". Track tax filing and payment deadlines and remind the owner 2 weeks ahead.
Query this catalog from Claude, Cursor, or Grok via MCP.
Memories2Facts it already knows
Skills1Playbooks it can run
Financial Advisor getting started
Routines1Jobs that run on their own
Monthly money review
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