mcpField
R
regulator-briefing-playbook

regulator-briefing-playbook

github.com/gtmagentsOther42863 installsUpdated 30w ago
Repository

About regulator-briefing-playbook

A skill for assembling regulator briefing packages and coordinating responses to inquiries from FINRA, SEC, CFPB, and FTC. It organizes evidence, approved answers, escalation roles, and follow-up commitments for compliance and cross-functional teams.

Key features

  1. 01Briefing outline for context and approvals
  2. 02Evidence binder for assets and decision logs
  3. 03Q&A matrix with owners and approved answers
  4. 04Escalation roles and communications plan
  5. 05Follow-up tracker for remediation and deadlines

Use cases

  1. 01Preparing FINRA, SEC, CFPB, or FTC briefing packages
  2. 02Recording campaign decisions ahead of audits
  3. 03Coordinating cross-functional regulator responses

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gtmagents/gtm-agents --skill regulator-briefing-playbook

After installing, type/regulator-briefing-playbookin Claude Code to confirm it loaded.

Details

From the project README

Regulator Briefing Playbook Skill

When to Use

  • Preparing FINRA/SEC/CFPB/FTC briefing packages or responses.
  • Documenting campaign decisions in anticipation of audits.
  • Coordinating cross-functional responses to regulator inquiries.

Framework

  1. Briefing Outline – context, product/campaign details, risk mitigations, approvals.
  2. Evidence Binder – assets, disclosures, policy references, decision logs, metrics.
  3. Q&A Matrix – anticipated regulator questions with approved responses + owners.
  4. Escalation Charter – roles, SLAs, and communications plan for regulator interactions.
  5. Follow-up Tracker – commitments, remediation steps, and deadlines.

Templates

  • Regulator memo template (executive summary, evidence, appendices).
  • Q&A log with question, owner, response, status.
  • Commitment tracker linked to Jira/Asana or compliance tools.

Tips

  • Keep version history and timestamps to prove timely responses.
  • Align narrative with risk/compliance frameworks used internally.
  • Pair with review-financial-campaign and manage-trust-communications outputs.

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