メニュー
Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations.
Claude as the trainer. Walks an SMB owner through connecting their first two tools, runs one recipe to prove immediate value, interviews them about their business (industry, size, top three headaches), stores that context persistently so every other skill benefits, and sets a weekly check-in cadence. Use when the owner is getting started or says any of: "set me up," "setup," "help me get set up," "get started," "help me get started," "get me started," "what can you do," "I'm new to this," or is in their first session.
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business."
Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.
Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. Use when the user says "make the content," "generate the posts," "create the assets," "turn this into a campaign," or hands off an approved brief for execution.
Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.
Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.
| name | vendor-check |
| description | Check the status of existing agreements with a vendor across all connected systems — CLM, CRM, email, and document storage — with gap analysis and upcoming deadlines. Use when onboarding or renewing a vendor, when you need a consolidated view of what's signed and what's missing (MSA, DPA, SOW), or when checking for approaching expirations and surviving obligations. |
| argument-hint | [vendor name] |
If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.
Check the status of existing agreements with a vendor across all connected systems. Provides a consolidated view of the legal relationship.
Important: This command assists with legal workflows but does not provide legal advice. Agreement status reports should be verified against original documents by qualified legal professionals.
/vendor-check [vendor name]
If no vendor name is provided, prompt the user to specify which vendor to check.
Accept the vendor name from the user. Handle common variations:
Ask the user to clarify if the vendor name is ambiguous.
Search for the vendor across all available connected systems, in priority order:
Search for all contracts involving the vendor:
Search for the vendor/account record:
Search for recent relevant correspondence:
Search for:
Search for recent mentions:
For each agreement found, report:
| Field | Details |
|---|---|
| Agreement Type | NDA, MSA, SOW, DPA, SLA, License Agreement, etc. |
| Status | Active, Expired, In Negotiation, Pending Signature |
| Effective Date | When the agreement started |
| Expiration Date | When it expires or renews |
| Auto-Renewal | Yes/No, with renewal term and notice period |
| Key Terms | Liability cap, governing law, termination provisions |
| Amendments | Any amendments or addenda on file |
Identify what agreements exist and what might be missing:
## Agreement Coverage
[CHECK] NDA -- [status]
[CHECK/MISSING] MSA -- [status or "Not found"]
[CHECK/MISSING] DPA -- [status or "Not found"]
[CHECK/MISSING] SOW(s) -- [status or "Not found"]
[CHECK/MISSING] SLA -- [status or "Not found"]
[CHECK/MISSING] Insurance Certificate -- [status or "Not found"]
Flag any gaps that may be needed based on the relationship type (e.g., if there is an MSA but no DPA and the vendor handles personal data).
Output a consolidated report:
## Vendor Agreement Status: [Vendor Name]
**Search Date**: [today's date]
**Sources Checked**: [list of systems searched]
**Sources Unavailable**: [list of systems not connected, if any]
## Relationship Overview
**Vendor**: [full legal name]
**Relationship Type**: [vendor/partner/customer/etc.]
**CRM Status**: [if available]
## Agreement Summary
### [Agreement Type 1] -- [Status]
- **Effective**: [date]
- **Expires**: [date] ([auto-renews / does not auto-renew])
- **Key Terms**: [summary of material terms]
- **Location**: [where the executed copy is stored]
### [Agreement Type 2] -- [Status]
[etc.]
## Gap Analysis
[What's in place vs. what may be needed]
## Upcoming Actions
- [Any approaching expirations or renewal deadlines]
- [Required agreements not yet in place]
- [Amendments or updates that may be needed]
## Notes
[Any relevant context from email/chat searches]
If key systems are not connected via MCP:
Always clearly state which sources were checked and which were not, so the user knows the completeness of the report.