SMB Automation Skill
When to Use
- •Creating sales form to QuickBooks invoice workflows
- •Building inventory sync and alert systems
- •Implementing shipping automation with ShipStation
- •Setting up payment processing with Stripe/PayPal
3-Layer Architecture (from CLAUDE.md)
Layer 1: Directives (What to do)
- •SOPs in
directives/folder - •Natural language instructions like for a mid-level employee
- •Define goals, inputs, tools/scripts to use, outputs, edge cases
Layer 2: Orchestration (You - Decision making)
- •Read directives, call execution tools in the right order
- •Handle errors, ask for clarification
- •Update directives with learnings
Layer 3: Execution (Doing the work)
- •Deterministic scripts in
execution/ - •Handle API calls, data processing
- •Reliable, testable, fast
Available Directives
| Directive | Purpose |
|---|---|
directives/sales-to-qbo.md | Form submission → validate → inventory check → QBO invoice |
directives/onboard_client.md | Welcome email + calendar scheduling |
directives/manage_clients.md | Client lifecycle management |
directives/prevent_contact_form_spam.md | Form validation and spam prevention |
Execution Scripts
| Script | Purpose |
|---|---|
execution/create_client.py | Create client folders with structure |
execution/onboard_client.py | Complete onboarding workflow |
execution/send_email.py | SMTP/Resend email delivery |
execution/list_clients.py | List managed clients |
execution/log_activity.py | Activity logging |
execution/create_calendar_link.py | Generate scheduling links |
Key Integrations
- •QuickBooks Online - OAuth, invoices, inventory
- •ShipStation - Shipping labels, order sync
- •Stripe/PayPal - Payment processing, webhooks
- •Resend/SMTP - Email delivery
Safety Rules (from CLAUDE.md)
- •QBO sandbox first, inventory check before invoice
- •Zod/Pydantic validation on ALL inputs
- •.env.example only, no stored credentials
- •Log every API call, notify on failure
- •Dry-run + 80% coverage before delivery
Agent Plugins Available
The following plugins from agents/plugins/ are relevant:
- •
payment-processing- Stripe integration, webhooks, PCI compliance - •
backend-development- API design, microservices patterns - •
python-development- FastAPI, async patterns, testing - •
data-validation-suite- Input validation with Pydantic/Zod - •
api-scaffolding- FastAPI/Django project templates - •
customer-sales-automation- Sales outreach, CRM patterns