Build and edit per-instance dashboards — pages of widgets visualizing live business and operations data — with the xentral_dashboards tool. Covers built-in vs custom dashboards, starting from the dashboard library instead of a blank page, the widget catalog, wiring widgets to KPIs, chart vs value widgets, and layout. Use when the user wants an overview page ("how is the business doing right now?"), a CEO/operations cockpit, or to add/arrange widgets — not for analysing a single record or defining new metrics (use xentral-kpi for that).
Build, edit, and debug node-based Xentral workflow automations with the xentral_workflows tool. Covers when to use a workflow vs a custom agent, starting from the template library (init_from_template) instead of a blank graph, the workflow envelope/graph shape, trigger and schedule setup, node operation selection, stable varName references, and debugging failed runs. Use when the user wants to automate a recurring business routine — dunning / OPOS escalation, low-stock reorder, document validation, prepayment-order cleanup, return-to-credit-note, BOM cost rollup, invoice-after-shipment.
Build per-instance Studio apps — your own Mobile or Desktop screens, forms, and tables on top of the global Business-Entity catalogue — with the `xentral_studio` tool. Covers the app/screen/component model, starting from a built-in template instead of a blank app, binding components to real entities and KPIs, wiring buttons to screens/dialogs/MCP tools, and the create/update/enable workflow. Use when the user needs a custom operational screen the standard ERP UI doesn't offer — a warehouse scan view, a field-sales order pad, a commission-run desk — not for automated step sequences (use xentral_workflows) or content-dependent decisions (use xentral_agents).
Pick, configure, and schedule the AI workers that act inside a Xentral instance with the `xentral_agents` tool. Covers when an agent beats a workflow, the cadence/trigger model (manual, form, chat, email, event, and the time-based schedules), starting from the agent library instead of a blank prompt, the full configuration surface (prompt, tools, model, form/chat/email meta), and public form/chat shares. Use when the user wants to enable, create, tune, or schedule a background agent — a return-intake form, a helpdesk chat bot, a daily sales briefing, an inbox handler — not to run a single task once (that's the Co-Pilot) or to define a brand-new agent type in code.
Read and maintain an instance's Business Model — the canonical description of how the business actually runs (model, sales channels, fulfillment, automation, target market, pain points) — with the `xentral_business_model` tool. Covers the 6-dimension strict-enum profile that every other agent reads first, the markdown sections, starting from a library template, and the read/write/ apply_template/profile_set workflow. Use when onboarding an instance, when the user describes a strategic change ("we opened a B2C shop", "we moved to a 3PL"), or when another agent needs business context before acting — not to log day-to-day operations (Jobs) or track metrics (Dashboards).
Lean method for guiding a new Xentral instance through initial setup — SMB merchants selling physical goods (D2C, B2B, hybrid, marketplace), DACH focus. The standard Advisor runs the conversation in its own voice; this skill only adds the onboarding discipline: understand the business concretely, propose concretely, and draft a plan the user runs (you plan, the user executes). Not a script — no fixed phases, no intake menu. Read it on setup intent: "set up Xentral", "start onboarding", "migrate to Xentral", "create a business model", or requests to automate service, dunning/OPOS, purchasing, shipping, reporting, or marketplace connections.
Design and edit Xentral PDF business documents — invoices, delivery notes, offers, order confirmations, credit notes, and free-form letters — with the `xentral_pdf_templates` MCP tool. Covers the Jinja2 + HTML/CSS model, the create/check/render workflow, and routes to detailed references for transactional documents, e-invoice compliance, free documents, and layout/styling. Use whenever the user wants to create, restyle, or fix a PDF document template in Xentral.
Register, update, and read instance business metrics with the xentral_kpi tool. Covers the central KPI store (counts, sums, ratios, durations with DE/EN labels, units, groupings, and full value history), starting from the KPI library, push vs derived (SQL/prompt) KPIs, recording values without duplicating a number across the product, and how dashboard cards read from the store. Use when the user wants to track a new business metric, record a computed value, or ask for the current value/history of a KPI.