Available Tools
This skill can call the following MCP data services, selected as needed during the execution process:
Yingmi Financial Data (qieman)
- Service address:
https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse - Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
- Optional tools for this skill:
GetCurrentTime
Hundsun Gildata Financial Data (gildata-aidata)
- Service address: obtained after activating the Hundsun Gildata MCP service, in the format
https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp - Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and public sentiment, wealth management products, macroeconomic data
- Optional tools for this skill: called as needed (this skill focuses on structuring service records, with MCP tools as auxiliary supplements)
Input Requirements
Required Information (injected via context)
- Service target: customer name
- Service content: what was communicated, customer feedback
Optional Information
- Service method (phone/in-person/WeChat)
- Products involved
- Customer emotion/attitude
- Follow-up arrangements
Execution Process
Step 1: Parse the service record
- Extract structured information from the user's oral account
- Identify the products and service types involved
- Call
GetCurrentTimeto get the current date
Step 2: Structured organization
- Organize information according to the standard template
- Extract follow-up to-do items
- Mark key points that need follow-up
Step 3: Output the service record
Output Template
## 服务记录 | {客户姓名} | {日期}
### 服务概要
| 项目 | 内容 |
|------|------|
| 服务日期 | {日期} |
| 服务方式 | {电话/面谈/微信} |
| 服务类型 | {产品咨询/持仓检视/到期承接/...} |
### 沟通要点
1. {要点1}
2. {要点2}
3. {要点3}
### 客户反馈
- 态度：{积极/中性/消极}
- 关注点：{客户关心的问题}
- 决策：{客户的决定或倾向}
### 后续待办
- [ ] {待办1}（截止：{日期}）
- [ ] {待办2}
- [ ] {待办3}
---
*服务记录自动生成，请核实后录入系统。*
Notes
- Context-injection type: mainly relies on the service content described orally by the user
- Concise and accurate: records should be refined and highlight key information
- Actionable to-dos: follow-up to-dos should be specific and have deadlines
- Customer privacy: records should not contain sensitive customer information (ID card, bank card, etc.)