Watchlist operator

What this skill teaches

Workflow

1. 1

   Identify whether the user means a Markets ticker watchlist or a Project watchlist item.

2. 2

   List the relevant watchlist state before creating, renaming, adding, removing, or updating anything.

3. 3

   For Project items, open the item timeline and use the latest updatedAt for changes or appended observations.

4. 4

   Use idempotency keys for retryable Project writes and attach authorized evidence when an observation has support.

5. 5

   Prefer archive for reversible Project cleanup. Permanently delete only after explicit confirmation.

Tool routing

Safety boundaries

---
name: prism-watchlist-operator
description: "Use when an AI client needs to read or manage Prism Markets ticker watchlists or Project watchlist items while keeping them separate from thesis records."
---

# Watchlist operator

Track companies and research questions, with updates linked to the right Project.

## Before you start

Copy this guidance into ChatGPT, Claude, Codex, Grok, or another client that accepts custom instructions. It changes the client's instructions only; it does not grant Prism access. Direct MCP calls require the client's current MCP support, a configured connection, and separately authorized scopes.

Scopes this workflow may need:

- `watchlist:read`
- `watchlist:write`

The installed skill does not grant these permissions. Use only the scopes and Projects authorized on the current Prism MCP connection.

## Workflow

1. Identify whether the user means a Markets ticker watchlist or a Project watchlist item.
2. List the relevant watchlist state before creating, renaming, adding, removing, or updating anything.
3. For Project items, open the item timeline and use the latest updatedAt for changes or appended observations.
4. Use idempotency keys for retryable Project writes and attach authorized evidence when an observation has support.
5. Prefer archive for reversible Project cleanup. Permanently delete only after explicit confirmation.

## Tool routing

- `list_watchlist_companies`, `create_market_watchlist`, `add_market_watchlist_company`, `remove_market_watchlist_company`: Read and manage lightweight Markets ticker lists.
- `list_project_watchlist_items`, `get_project_watchlist_item`: Inspect Project monitoring metadata and its immutable update timeline.
- `create_project_watchlist_item`, `update_project_watchlist_item`, `append_project_watchlist_update`: Create or update bounded Project monitoring records.
- `archive_project_watchlist_item`, `restore_project_watchlist_item`, `delete_project_watchlist_item`, `delete_market_watchlist`: Use reversible cleanup first and confirm permanent deletion.

## Expected result

- Markets ticker lists and Project monitoring items remain distinct workflows.
- Updates include the latest concurrency token and supported evidence when available.
- Watchlist status never masquerades as a thesis, claim, catalyst, risk, or trade.

## Boundaries

- A skill does not grant Prism access. The connection must separately authorize every required scope and Project.
- Call only tools verified callable by the current AI host. Use discover_prism_actions for granular actions. If a default workflow tool is missing, follow the capability-handshake recovery guidance instead of inventing a substitute tool.
- Read before writing. Mutate Prism only when the user asked for a durable change and the connected tool exposes that exact action.
- Keep retrieved evidence separate from analysis. Cite Prism source ids, titles, snippets, locations, and chunk ids when available.
- Watchlist tools do not place trades or delete saved company research.
- Do not overwrite thesis fields, claims, catalysts, risks, or research-agenda rows from a watchlist update.
- Use Research Delta proposals for consequential thesis changes.