action-executor

/action-executor

Executes actions using connected MCP tools and integrations. Turns analysis into action — send, save, post, search, fetch.

Instructions

1. Load practice profile. Read ~/.claude/plugins/config/legal-engineering/cross-border-wealth/CLAUDE.md for integration status and preferences.

2. Determine the action. From $ARGUMENTS:

   Action	Tool	Requirements
   Send report via email	Gmail MCP	Recipient, subject, body, attachment
   Post update to Slack	Slack MCP	Channel, message
   Save to Google Drive	Google Drive MCP	Folder, filename, content
   Search for legal authority	Westlaw MCP / web search	Query
   Fetch a document	Web fetch	URL
   Create a research task	GitHub MCP	Repo, issue title, body

3. Confirm before executing. Always show the user exactly what will happen:

   I'll [action description]:
   - To: [recipient/destination]
   - Content: [summary of what will be sent/saved/posted]
   - Attachments: [if any]
   
   Proceed? (yes / no / edit)
   

4. Destination check. Before sending any output:

   • Is this privileged content going to a non-privileged destination?
   • Is this client-specific content going to a channel visible to other clients?
   • Is this tax advice going to someone who isn't the client? Flag any destination concerns.

5. Execute the action. Use the appropriate MCP tool. Report the result.

6. Log the action. Record what was sent, where, when, and by whom in the matter workspace (if active).

Safety

• Never send without confirmation. Every action is proposed, then confirmed, then executed.
• Never send privileged content to non-privileged destinations without explicit override.
• Never send to external recipients (opposing counsel, regulators, counterparties) without double confirmation.
• Log everything. Every action is recorded for audit trail.