Knowledge Management
/fundadmin:fund vault-init [path]
Create Obsidian vault with dashboards, templates & Dataview queries
Creates an Obsidian vault for fund administration: review folders, Dataview dashboards, Fund and Investor templates and an Inbox. Use for /fundadmin:fund vault-init or setting up a fund knowledge base.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund vault-init [path] |
| Claude Code / Cowork, direct | /fundadmin:fund-vault-init [path] |
| Codex | $fund-vault-init [path] |
/fundadmin:fund vault-sync [path]
Sync reviews into vault with frontmatter, tags & backlinks
Syncs review outputs into the Obsidian vault with frontmatter, tags and Fund/Investor backlinks. Use for /fundadmin:fund vault-sync or filing reviews in the vault.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund vault-sync [path] |
| Claude Code / Cowork, direct | /fundadmin:fund-vault-sync [path] |
| Codex | $fund-vault-sync [path] |
Writes VAULT-SYNC-[date].md · Skill source
/fundadmin:fund monitor-email [--days N]
Monitor Gmail for GP emails with PDF attachments, download to vault Inbox
Scans Gmail for GP and administrator emails with PDF attachments and saves them to the vault Inbox; needs a Gmail connector. Use for /fundadmin:fund monitor-email.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund monitor-email [--days N] |
| Claude Code / Cowork, direct | /fundadmin:fund-monitor-email [--days N] |
| Codex | $fund-monitor-email [--days N] |
Writes EMAIL-MONITOR-[date].md · Skill source