Document Review

OrganizationPopular

open-gitagent

document-review

Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use when reviewing financial statements, audit documents, regulatory filings, or when the user mentions compliance checks, financial audits, or document verification.

Overview

Publisher	open-gitagent
Repository	`opengap`
Skill name	`document-review`
Stars	2.9K
Forks	348
Bundled files	Instructions only
License	proprietary
Links	Skill source Repository Homepage

Markdown instructions
A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.
Works with any LLM
AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.
Self-contained
Everything the model needs lives in the instructions — no extra files to sync.
Open source
Published by open-gitagent on GitHub. Read the source before you install it.

Installation

Install the Document Review AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

Open the app and go to Plugins → Skills.
Choose "Install from GitHub".
Paste the skill folder URL below and confirm.
Enable the skill in any chat where you want it available.

Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills

git clone --depth 1 https://github.com/open-gitagent/opengap.git /tmp/opengap
mkdir -p .claude/skills
cp -r /tmp/opengap/examples/full/skills/document-review .claude/skills/document-review

Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Document Review in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Document Review on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Document Review is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

Loaded only when it is needed
The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.
Switch models mid-chat
Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Document Review

Instructions

When reviewing a financial document:

Classify the document — Determine document type (prospectus, ADV, customer agreement, marketing material, etc.)
Identify applicable rules — Map to FINRA 2210 (communications), SEC disclosure requirements, etc.
Check required elements — Verify all required disclosures, disclaimers, and content are present
Assess accuracy — Flag potentially misleading, exaggerated, or promissory statements
Check balance — Per FINRA 2210, ensure risks and benefits are presented in a balanced manner
Review formatting — Verify required prominence of disclosures

Key Checks

All required disclosures present
No misleading or exaggerated claims
Balanced presentation of risks and benefits
Proper disclaimers included
Correct classification (correspondence/retail/institutional)
Principal pre-approval status verified (if retail communication)

Output Format

For each finding, produce:


### [SEVERITY] — [Rule Reference]
- **Issue**: [What was found]
- **Location**: [Section/page reference]
- **Recommended action**: [Specific fix]

Example Finding


### WARNING — FINRA 2210(d)(1)(A)
- **Issue**: Performance claim "consistently outperforms the market" lacks supporting data and time period
- **Location**: Page 2, paragraph 3
- **Recommended action**: Add specific time period, benchmark comparison, and standardized performance data per SEC Rule 482

Frequently asked questions

What does the Document Review AI skill do?

Why use Document Review on TypingMind?

Because you install it once and use it with any model. Document Review is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Document Review in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/open-gitagent/opengap/tree/main/examples/full/skills/document-review. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Document Review?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Document Review?

As many as you like. As long as a model supports skills, you can use Document Review with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Document Review AI skill free?

Yes. It is published on GitHub by open-gitagent under the proprietary license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

View all

Angular Developer

affaan-m

CommunityPopular

Angular コードを生成し、アーキテクチャガイダンスを提供します。プロジェクトの作成、コンポーネント、またはサービスを作成するとき、または反応性（シグナル、linkedSignal、リソース）、フォーム、依存性注入、ルーティング、SSR、アクセシビリティ（ARIA）、アニメーション、スタイリング（コンポーネントスタイル、Tailwind CSS）、テスト、または CLI ツール作成のベスト…

Skill Creator

Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a…

Next Cache Components Adoption

vercel

OrganizationPopular

Turn on Cache Components in a Next.js app and resolve the blocking routes it surfaces. Use when the user wants to enable, adopt, or migrate to Cache Components, flip the `cacheComponents` flag, work…

Next Cache Components Optimizer

vercel

OrganizationPopular

Drive a Next.js route to instant navigation by setting up an agentic loop, under Cache Components / PPR, on initial load (hard navigation) and client-side navigation (soft navigation). Encode the goal…

Overview

Installation

Install in TypingMind

Install in another agent

Use it in TypingMind

Works with any AI model

Skill instructions

Document Review

Instructions

Key Checks

Output Format

Example Finding

Frequently asked questions

Related AI Skills

Set up your own AI workspace now