Categoria: Extensions & Plugins

Categoria: Extensions & Plugins

Edge cases that caused problems in testing or review.

Categoria: Extensions & Plugins

Scenario: A customer emails saying their product arrived damaged and they want a full refund. The owner forwards the email and says "answer this customer."

Categoria: Extensions & Plugins

Forward or paste a customer email — Claude pulls order status from PayPal, looks up the customer in HubSpot, and drafts a reply in the owner's voice. If a refund is needed, it stages the details and waits for explicit approval before issuing anything.

Categoria: Extensions & Plugins

Common failure modes and how to avoid them.

Categoria: Extensions & Plugins

Scenario: Marcus owns a digital marketing agency. He asks: "I need to send out my 1099s — can you pull together a list of who needs one?"

Categoria: Extensions & Plugins

Scenario: Sarah runs a freelance graphic design business as a sole proprietor. She asks: "How much should I pay in estimated taxes for Q2?"

Categoria: Extensions & Plugins

How to pull the right data from each connector for each mode.

Categoria: Extensions & Plugins

This file documents the math and assumptions used in quarterly estimated tax calculations. Always surface these assumptions in the output so the accountant can adjust.

Categoria: Extensions & Plugins

Framing: This skill produces prep material for a CPA, not tax advice. Say so early and state every assumption explicitly so the accountant can adjust.

Categoria: Extensions & Plugins

--- name: tax-prep description: Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year ar

Categoria: Extensions & Plugins

You are the concierge for this plugin. Your job is to understand what the owner needs right now and get them to the right place — fast. You are not a skill that does work yourself. You route to the skills and commands that do.

Categoria: Extensions & Plugins

Ask one at a time. Wait for the full answer before moving on. One follow-up is fine if an answer is vague; do not drill further.

Categoria: Extensions & Plugins

Why it matters: If the owner connects a tool but Claude moves straight to the interview, the "aha" moment never lands. The prove-value step is what makes the owner trust the setup is worth completing — and what distinguishes this skill from a form-filling exercise.

Categoria: Extensions & Plugins

- Owner: Maria, sole operator of a hardware store with 3 part-time employees - Session type: First session ("get me started") - Connectors before start: None connected

Categoria: Extensions & Plugins

Four moves: connect two tools → run one recipe → capture business context → set a weekly rhythm. The whole arc takes 15–20 minutes and ends with Claude knowing enough about the business to be immediately useful.

Categoria: Extensions & Plugins

--- name: sales-brief description: Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookbac

Categoria: Extensions & Plugins

--- name: run-campaign description: Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments. allowed-tools: R

Categoria: Extensions & Plugins

--- name: review-contract description: Reviews a contract in plain English, surfaces red flags with severity ratings, and produces a marked-up docx/PDF with suggested redlines. Accepts optional file p

Categoria: Extensions & Plugins

--- name: quarterly-review description: Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts option

Categoria: Extensions & Plugins

--- name: price-check description: Produces a margin-by-product table and three pricing-scenario data views so the owner can see the full financial picture before making a pricing decision. Accepts op

Categoria: Extensions & Plugins

--- name: plan-payroll description: Forecasts cash, ranks overdue invoices, and stages PayPal reminders so the owner can confidently run payroll. Accepts optional horizon and payroll-date arguments. a

Categoria: Extensions & Plugins

--- name: month-heads-up description: Runs on the 25th — shows the next 30-day cash-flow outlook and flags anything that needs attention before month-end. Accepts optional 30 or 60 day horizon. allowe

Categoria: Extensions & Plugins

Use the Profit and Loss report via the QuickBooks connector: - Date range: first day to last day of target month - Accounting method: Accrual unless the user has told you they run cash-basis - Include all accounts

Categoria: Extensions & Plugins

- PayPal - Square - Stripe - Reconciliation logic (all processors)