菜单
ProcurementExpress budget management. Use when listing, viewing, creating, or updating budgets (cost centers). Routes to MCP tools: list_budgets, get_budget, create_budget, update_budget. Triggers on: budget, cost center, spending limit, budget allocation, remaining budget, budget approvers.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Obsidian vault management suite. Use when the user mentions vault, obsidian, notes, knowledge base, or asks to capture notes, clean up, search, organize, backup, get health reports, or AI-analyze their vault. Handles all vault operations via sub-commands: capture, cleanup, health, search, organize, ai, backup, setup. Triggers on /vault, vault capture, vault cleanup, vault health, vault search, vault organize, vault ai, vault backup, vault setup, or natural language equivalents.
Interactive Stripe subscription lifecycle tester for the ProcurementExpress (po-app) Rails app. Simulates real Stripe webhook flows in dev environment to test subscription lock/unlock behavior. Use when: "test stripe", "test subscription", "test payment flow", "test incomplete subscription", "test payment failed", "test subscription lock", "stripe test scenario", "test billing", "/stripe-subscription-tester", "simulate stripe webhook", "test parent company lock", "test child company cascade", or any request to test Stripe subscription payment flows in the local development environment.
ProcurementExpress approval flow configuration. Use when creating, updating, publishing, or managing approval flows and their steps, conditions, and runs. Approval flows automate the routing of POs and invoices to the right approvers based on configurable conditions. Routes to MCP tools: list_approval_flows, get_approval_flow, create_approval_flow, update_approval_flow, delete_approval_flow, archive_approval_flow, publish_approval_flow, unpublish_approval_flow, list_approval_flow_runs, get_approval_flow_entity, list_approval_flow_versions, get_approval_flow_version_details, rerun_approval_flows. Triggers on: approval flow, approval workflow, approval steps, approval conditions, approval routing, publish flow, flow runs, flow version, flow history, rerun approval.
ProcurementExpress authentication and user profile management. Use when authenticating to the ProcurementExpress API (V1 static token or V3 OAuth2 login), validating or revoking tokens, or managing the current user's profile. Routes to MCP tools: authenticate, validate_token, revoke_token, get_current_user, update_current_user. Triggers on: login, sign in, authenticate, token, session, user profile, my account, change password.
ProcurementExpress company management, employee listing, user invitations, and approver queries. Use when listing companies, switching the active company, viewing company details and settings, managing employees and user invitations, or querying approvers. Routes to MCP tools: list_companies, get_company, get_company_details, set_active_company, list_approvers, list_all_approvers, list_employees, invite_user, get_invite_limit, list_pending_invites, cancel_invite, resend_invite. Triggers on: company, switch company, employees, invite user, approvers, company settings, custom fields, payment terms.
ProcurementExpress department management. Use when listing, viewing, creating, or updating departments (organizational units). Routes to MCP tools: list_departments, get_department, create_department, update_department. Triggers on: department, division, organizational unit, department users, department budgets.
| name | pex:budgets |
| description | ProcurementExpress budget management. Use when listing, viewing, creating, or updating budgets (cost centers). Routes to MCP tools: list_budgets, get_budget, create_budget, update_budget. Triggers on: budget, cost center, spending limit, budget allocation, remaining budget, budget approvers. |
Authenticate (pex-auth) and set active company (pex-companies) first.
List budgets for the current company.
department_id (optional, integer) — filter by departmentarchived (optional, boolean, default: false)show_mappings (optional, boolean) — include third-party ID mappingsBudget[]Get a specific budget with remaining amount and associations.
id (required, integer)BudgetCreate a new budget.
name (required, string)amount (required, number)currency_id (optional, integer) — defaults to company currencycreator_id (optional, integer)cost_code (optional, string)cost_type (optional, string)start_date (optional, string) — must match company date_format settingend_date (optional, string) — must match company date_format settingallow_anyone_to_approve_a_po (optional, boolean)chart_of_account_id (optional, integer) — GL codeqbo_class (optional, string) — QuickBooks classapprover_ids (optional, integer array)department_ids (optional, integer array)custom_field_values_attributes (optional, array) — budget-level custom field values:
id (optional, integer — for updates), value (required, string), custom_field_id (required, integer)get_company_details (pex-companies) → custom_fields[]BudgetUpdate an existing budget. Same params as create except id is required, all others optional.
id (required) + any create_budget paramsBudgetid, name, amount, currency_id, cost_code, cost_type, archivedbase_amount, base_rate — converted to company base currencyremaining_amount — budget minus approved/paid POssummary — spending summaryapproved_this_month — amount approved in current monthallow_anyone_to_approve_a_po — bypass approver restrictionsstart_date, end_date — budget periodcreator_id, approver_ids[], department_ids[]chart_of_account_id, chart_of_account_namethird_party_id_mappings — external system IDscreated_at, updated_atAll date fields must match the company's date_format setting. Get it via get_company_details (pex-companies skill) from company_setting.date_format.