meeting-prep — Claude skill: prep briefs for public equity meetings
Builds a conversation plan for an issuer meeting: which questions come first, what to listen for, and how to push back on a vague answer.
npx skills add openai/plugins --skill meeting-prep -a codexWhat meeting-prep does
The skill produces a prep bundle for a public equity meeting: objective, investor stance, a compact verified baseline, and a conversation flow from opening frame to close. It ranks three or four must-ask questions by decision impact and pairs each with listen-fors and a follow-up for evasive answers. You also get likely pushbacks, compliance boundaries, topics to avoid, and an action tracker.
Sources are grouped by category: filings and IR materials, earnings transcripts and presentations, internal research, portfolio models and trackers, market data and estimates. A source the user names comes first; after that, one connector, file, export, or pasted input that fits the category. When a route needs auth or setup, the skill states the practical limitation and keeps going with whatever is already available.
Quick prep fits in chat. For a reusable packet or an HTML brief for a live meeting, it writes a standalone HTML file and leaves your existing briefs, decks, and spreadsheets untouched. The boundary is firm: private diligence, investment-banking pitches, corporate FP&A, legal meetings, and scheduling-only requests belong elsewhere.
What it helps with
- turn a company into a meeting plan tied to one decision
- order questions by how much they affect the call
- write fallbacks for answers that dodge the point
- list compliance limits and off-limit topics
- track follow-ups after the meeting
Example prompts for the agent
- Prep a brief for my call with this issuer: objective, stance, and the three questions that matter
- Build an HTML brief for the live meeting and leave my notes as they are
- Refresh last quarter's prep for this company and add a follow-up tracker
How to install meeting-prep
1Skills CLI (Vercel)
npx skills add openai/plugins --skill meeting-prep -a codex2Manually: put the files in place
.agents/skills/meeting-prep/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add openai/plugins --skill meeting-prep -a claude-code2Manually: put the files in place
~/.claude/skills/meeting-prep/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/meeting-prep/
Manually: put the files in place
.cursor/skills/meeting-prep/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install openai/plugins meeting-prep2Manually: put the files in place
.github/skills/meeting-prep/SKILL.mdPlatform CLI
gemini skills install https://github.com/openai/plugins --path plugins/public-equity-investing/skills/meeting-prepManually: put the files in place
.devin/skills/meeting-prep/SKILL.mdThe legacy .windsurf/skills/ path still works
Claude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: Codex skills: how to install, where they live, how to call them
Questions about meeting-prep
How do I install meeting-prep in Claude?
Run npx skills add openai/plugins --skill meeting-prep -a codex; the skill file then sits at .agents/skills/meeting-prep/SKILL.md.
What does meeting-prep do?
It assembles a public equity meeting bundle: objective, investor stance, company baseline, conversation flow, ranked questions with listen-fors, and an action tracker.
Which meetings are out of scope?
Private diligence, investment-banking pitches, corporate FP&A, legal or regulatory meetings, and scheduling-only tasks.
