recoup-platform-track-onboarding

name

recoup-platform-track-onboarding

description

Check how far a Recoup account has gotten in onboarding and drive it to the next step. Measures the account against the eight activation checkpoints (artist added, socials connected, first chat, valuation run, catalog claimed, first scheduled task, paying) using the caller's own API key, then routes to the skill that completes the next step. Use for "where am I in my Recoup setup", "what should I do next", "did I finish onboarding", "onboarding status", "activation checklist", "how set up is my account", or after recoup-platform-connect-account finishes first-run setup. Read-only; never performs the steps itself — it routes.

Recoup — Track Onboarding

Score an account against the Recoup activation funnel and say exactly what to do next. The checkpoint definitions, API calls, and scoring rules live in references/onboarding-checkpoints.md — read that first.

Prerequisites

• A connected account: RECOUP_API_KEY from ~/.claude/recoup.env (if absent, run recoup-platform-connect-account first — that IS step 1).
• Base URL https://api.recoupable.dev/api, auth header x-api-key. Load recoup-platform-api-access for endpoint plumbing.
• Recoup staff with an admin token may score any account by appending ?account_id=<uuid> to the list endpoints (reads only).

Procedure

1. Run the owner-token check for each checkpoint in references/onboarding-checkpoints.md, in order. Every call is a GET.

2. Present the scorecard: one row per checkpoint, ✓/—, with the evidence (counts, names, dates). State the furthest contiguous step and any skipped steps explicitly.

3. Name the single next action and hand off to the skill that does it:

   Missing step	Route to
   2 — no artist	recoup-roster-add-artist (bulk roster: recoup-roster-onboard)
   3 — no socials	recoup-roster-manage-artist
   4 — never chatted	suggest one concrete first prompt using their artist's name
   5–6 — no valuation / unclaimed catalog	recoup-catalog-estimate-value
   7 — no scheduled task	propose one recurring report tied to what they did in steps 4–6 (e.g. weekly streams + socials digest for their claimed catalog)
   8 — not paying	mention Pro only if they hit a limit; never lead with it

4. One goal per session: recommend exactly one next step, not the whole list. If the account is fully activated (through step 7), say so and stop.

Guardrails

• Read-only: this skill never creates artists, tasks, or catalogs — it routes to the skill that does, and that skill asks its own confirmations.
• Don't shame gaps ("you haven't done X") — frame as the next win.
• An empty roster on a fresh key can be a throwaway-credential problem, not a new account: if orgs AND artists are empty but the account is weeks old, surface that (see recoup-platform-connect-account guardrails) instead of restarting onboarding.