company-admin

## What I Do This skill instructs how to access and update company administrative information. **All data lives in Notion** - this skill just tells you where to find it and how to update it. --- ## Prerequisites ### Required: `.env` file This skill requires a `.env` file at `.opencode/skill/company-admin/.env` with Notion page IDs. **If the file doesn't exist or is missing info, ask the user:** ``` I need to set up the company-admin skill. Please provide: 1. MCP Skills page ID (company-level info) 2. Admin/Legal page ID (personal details, sensitive info) 3. Investor Cheat Sheet page ID (optional) You can find page IDs in the Notion URL after the page title. ``` Then create the `.env` file: ```bash # Check if .env exists cat .opencode/skill/company-admin/.env # If missing, create it with user-provided values ``` ### `.env` Template ```env # Notion Page IDs for Company Admin # Find these in the Notion URL: notion.so/[page-title]-[PAGE_ID] NOTION_MCP_SKILLS_PAGE_ID= NOTION_ADMIN_LEGAL_PAGE_ID= NOTION_INVESTOR_CHEAT_SHEET_ID= # External service URLs (non-sensitive) FIRSTBASE_DASHBOARD_URL=https://app.firstbase.io/company/OR5DEAF6/details TEAM_CALENDAR_URL=https://cal.com/team/0finance/30 ``` --- ## Workflow ### Step 1: Load Config ```bash # First, check for .env file cat .opencode/skill/company-admin/.env ``` If missing or incomplete → Ask user to provide the page IDs and create the file. ### Step 2: Fetch from Notion ``` # For company-level info (incorporation, officers, addresses) notion_notion-fetch: id="$NOTION_MCP_SKILLS_PAGE_ID" → Look at "Company Admin" section # For personal details (passport, addresses, stock status) notion_notion-fetch: id="$NOTION_ADMIN_LEGAL_PAGE_ID" # For investor questions notion_notion-fetch: id="$NOTION_INVESTOR_CHEAT_SHEET_ID" ``` ### Step 3: Update Notion (when user provides new info) ``` # Update Admin/Legal page (personal info, stock status, etc.) notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "[find appropriate section]" new_str: "[new content]" # Update MCP Skills page (company-level info) notion_notion-update-page: page_id: "$NOTION_MCP_SKILLS_PAGE_ID" command: "insert_content_after" or "replace_content_range" ... ``` --- ## What Goes Where | Info Type | Store In | | --------------------------------------------- | -------------------------- | | Personal details (passport, DOB, citizenship) | Admin/Legal page | | Personal addresses (home, mailing) | Admin/Legal page | | Stock/shares status | Admin/Legal page | | Company details (legal name, state, industry) | MCP Skills → Company Admin | | Officers/directors/shareholders | MCP Skills → Company Admin | | Company addresses (registered agent, bank) | MCP Skills → Company Admin | | Service providers (Firstbase, Mercury) | MCP Skills → Company Admin | | Investor Q&A | Investor Cheat Sheet | --- ## Security Rules ### DO - Store page IDs in `.env` file (gitignored) - Fetch from Notion for accurate, up-to-date info - Update Notion when user provides new info - Ask user to create `.env` if missing ### DON'T - Hardcode page IDs in the skill file - Cache sensitive info anywhere locally - Echo passport numbers, SSN in chat responses - Guess or make up legal/financial details --- ## Common Tasks | Task | Action | | ----------------------- | -------------------------------------------------------- | | "What's our address?" | Fetch MCP Skills page → Company Admin → Addresses | | "Update my address" | Update Admin/Legal page in Notion | | "Fill out a form" | Fetch relevant page, use info, don't echo sensitive data | | "Add new company info" | Update MCP Skills page → Company Admin section | | "Stock/shares question" | Fetch Admin/Legal page → Stock section | --- ## Admin Tasks Management **Tasks are stored in the Admin/Legal page under "# Admin Tasks" section.** ### Task Structure ```markdown # Admin Tasks ## Active Tasks ### [Category] (Due: [date]) - [ ] **Task name** - Description - Subtask or context - Links, phone numbers, etc. - [ ] Another task ## Completed Tasks - [x] Completed task - moved here when done ``` ### How to Add a Task ``` notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "## Active Tasks...appropriate category" new_str: "- [ ] **New task** - Description\n - Subtask details" ``` ### How to Complete a Task 1. Fetch the Admin/Legal page 2. Find the task in "Active Tasks" 3. Move it to "Completed Tasks" section with `[x]` checked ``` notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "replace_content_range" selection_with_ellipsis: "- [ ] **Task name**...details" new_str: "" # Remove from Active # Then add to Completed: notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "## Completed Tasks" new_str: "\n- [x] **Task name** - Done [date]" ``` ### How to Add Subtasks When researching a task reveals subtasks (like Gusto setup), add them nested: ```markdown - [ ] **Main task** - [ ] Subtask 1 - [ ] Subtask 2 - Context: links, phone numbers, notes ``` ### Task Categories | Category | Examples | | ----------- | --------------------------------------- | | Gusto Setup | Payroll, tax registration, workers comp | | Stock/Legal | Share issuance, legal filings | | Tax | Filings, registrations, deadlines | | Banking | Mercury setup, account changes | | Compliance | CA requirements, retirement plans | --- ## First-Time Setup If `.env` file is missing, run this flow: 1. Ask user for Notion page IDs 2. Create `.env` file: ```bash cat > .opencode/skill/company-admin/.env << 'EOF' NOTION_MCP_SKILLS_PAGE_ID=[user-provided] NOTION_ADMIN_LEGAL_PAGE_ID=[user-provided] NOTION_INVESTOR_CHEAT_SHEET_ID=[user-provided] FIRSTBASE_DASHBOARD_URL=https://app.firstbase.io/company/OR5DEAF6/details TEAM_CALENDAR_URL=https://cal.com/team/0finance/30 EOF ``` 3. Verify by fetching a page 4. Confirm setup complete