skills

Track external upstream skill repositories: import a skill from upstream into this catalogue, modify it locally without losing the baseline, monitor the upstream for new commits since the last review, and review each upstream commit one-by-one to accept, skip, defer, or cherry-pick it into the local copy. Use when the user says "import skill from <repo>", "vendor <repo>", "monitor upstream for new commits", "what's changed upstream", "check upstream for updates", "review upstream commit", "backport <sha>", or "follow <repo> for new skills". Operates on `upstream/sources.yaml` (manifest), `upstream/decisions/<id>.log` (per-source review cursor), and `.cache/upstream/<id>.git` (local bare partial clone). Helper scripts under this skill's `scripts/` do the deterministic git work; the agent following this SKILL.md drives the decisions.

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."

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.

Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.

Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The 'stop doing data entry' skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.

Aggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes report with verbatim evidence and a "do these three things this week" list. Use when the user asks how customers are feeling, for review analysis, what people are saying, or about disputes.

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.

Builds end-to-end hiring packets — job post, structured interview guide with scoring rubric, and offer letter template — from a hiring brief. Triggers on: 'help me hire', 'we're hiring for', 'write a job post', 'job description', 'JD', 'open role', 'create a job ad', 'interview questions', 'scoring rubric', 'draft an offer letter', 'send an offer', 'make a hiring packet', or any request to recruit for a position. When in doubt, trigger — covers the full hiring workflow from job post through DocuSign envelope creation via browser. Does NOT screen or rank applicants.

Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking points, drafts the follow-ups, and blocks Calendar time. Use when the user asks to prioritize leads, who to call first, or about their pipeline.

Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. 'a 5% increase historically correlates with ~3% volume drop'). Surfaces analysis only — does not recommend a price. Use when the user asks about raising prices, pricing, margin analysis, what to charge, whether costs are eating into profit, or how a price change might affect their business. Trigger even if the user doesn't say 'margin' explicitly — phrases like 'am I making enough?', 'should I charge more?', or 'my costs are going up' all call for this skill.

Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says 'close the month,' 'month-end,' 'reconcile,' 'what's missing,' 'P&L,' or asks why revenue or margin changed this month.

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

Generates a full QBR narrative — revenue trend, margin trend, customer health, top opportunities and risks — as a presentation-ready PDF or deck. Accepts optional quarter and save-to arguments.

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 path or DocuSign envelope ID.

Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.

Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.

Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.

Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."

Create or evaluate an architecture decision record (ADR). Use when choosing between technologies (e.g., Kafka vs SQS), documenting a design decision with trade-offs and consequences, reviewing a system design proposal, or designing a new component from requirements and constraints.

Review code changes for security, performance, and correctness. Trigger with a PR URL or diff, 'review this before I merge', 'is this code safe?', or when checking a change for N+1 queries, injection risks, missing edge cases, or error handling gaps.

Pre-deployment verification checklist. Use when about to ship a release, deploying a change with database migrations or feature flags, verifying CI status and approvals before going to production, or documenting rollback triggers ahead of time.

Write and maintain technical documentation. Trigger with "write docs for", "document this", "create a README", "write a runbook", "onboarding guide", or when the user needs help with any form of technical writing — API docs, architecture docs, or operational runbooks.

Run an incident response workflow — triage, communicate, and write postmortem. Trigger with "we have an incident", "production is down", an alert that needs severity assessment, a status update mid-incident, or when writing a blameless postmortem after resolution.

Generate a standup update from recent activity. Use when preparing for daily standup, summarizing yesterday's commits and PRs and ticket moves, formatting work into yesterday/today/blockers, or structuring a few rough notes into a shareable update.

Design systems, services, and architectures. Trigger with "design a system for", "how should we architect", "system design for", "what's the right architecture for", or when the user needs help with API design, data modeling, or service boundaries.

Identify, categorize, and prioritize technical debt. Trigger with "tech debt", "technical debt audit", "what should we refactor", "code health", or when the user asks about code quality, refactoring priorities, or maintenance backlog.

Create a competitive analysis brief for one or more competitors or a feature area. Use when informing product strategy or feature prioritization, building sales battle cards, prepping board or investor materials, or deciding where to differentiate vs. achieve parity.

Review and analyze product metrics with trend analysis and actionable insights. Use when running a weekly, monthly, or quarterly metrics review, investigating a sudden spike or drop, comparing performance against targets, or turning raw numbers into a scorecard with recommended actions.

Brainstorm product ideas, explore problem spaces, and challenge assumptions as a thinking partner. Use when exploring a new opportunity, generating solutions to a product problem, stress-testing an idea, or when a PM needs to think out loud with a sharp sparring partner before converging on a direction.

Update, create, or reprioritize your product roadmap. Use when adding a new initiative and deciding what moves to make room, shifting priorities after new information comes in, moving timelines due to a dependency slip, or building a Now/Next/Later view from scratch.

Plan a sprint — scope work, estimate capacity, set goals, and draft a sprint plan. Use when kicking off a new sprint, sizing a backlog against team availability (accounting for PTO and meetings), deciding what's P0 vs. stretch, or handling carryover from the last sprint.

Generate a stakeholder update tailored to audience and cadence. Use when writing a weekly or monthly status for leadership, announcing a launch, escalating a risk or blocker, or translating the same progress into exec-brief, engineering-detail, or customer-facing versions.

Synthesize user research from interviews, surveys, and feedback into structured insights. Use when you have a pile of interview notes, survey responses, or support tickets to make sense of, need to extract themes and rank findings by frequency and impact, or want to turn raw feedback into roadmap recommendations.

Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like a colleague would. CLAUDE.md for working memory, memory/ directory for the full knowledge base.

Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.

Use for modern Go work keyed to the project's Go version — `any` over `interface{}`, errors.Is / errors.Join, slices / maps / cmp packages (Contains, Index, SortFunc, Sorted, Collect, Clone, Copy, Keys, Values), sync.OnceFunc / OnceValue, context.AfterFunc / WithCancelCause, atomic.Bool / Int64 / Pointer[T], `for i := range n` loops, cmp.Or, http.ServeMux method-and-path patterns + r.PathValue, t.Context() in tests, omitzero JSON tags, b.Loop() benchmarks, strings.SplitSeq / FieldsSeq iterators, sync.WaitGroup wg.Go(fn), errors.AsType[T], `new(value)` pointer expressions. Read the matching reference before reviewing Go code for outdated patterns.

Build a throwaway prototype to flesh out a design before committing to it. Routes between two branches — a runnable terminal app for state/business-logic questions, or several radically different UI variations toggleable from one route. Use when the user wants to prototype, sanity-check a data model or state machine, mock up a UI, explore design options, or says "prototype this", "let me play with it", "try a few designs".

Test-driven development. Use when the user wants to build features or fix bugs test-first, mentions "red-green-refactor", or wants integration tests.

Compact the current conversation into a handoff document for another agent to pick up.

Build, modify, and ship Grafana dashboards as JSON via the HTTP API — panel types (timeseries / stat / gauge / table / heatmap / logs / traces / node-graph), `gridPos` 24-column layout, units, thresholds, template + datasource + chained variables, transformations (`organize` / `calculateField` / `filterByValue`), panel + dashboard links with `${__field.labels.x}` / `${__from}`, and Loki/Prometheus annotations. Use when scripting dashboard creation, writing the dashboard JSON for a new service, adding a `$job` dropdown variable, computing an "Error %" column with a transformation, overlaying deploys as annotations, or pushing a dashboard via `POST /api/dashboards/db` — even when the user says "create a dashboard for this metric", "add a service dropdown", "show errors as percentage", "overlay our deploys", or "export the dashboard JSON" without naming the API or schema. After every API push, verify with the returned `version` plus a GET on the dashboard UID.