state-edit

修改账户 state.md 文件中的各项字段。可用于更新阶段、联系人信息、下一步行动计划，或其他状态相关字段。

SKILL.md

--- frontmatter

name: state-edit
description: Modify fields in an account's state.md file. Use to update stage, contacts, next steps, or other status fields.

State Edit

When to use this skill

•User requests an update to account status
•Stage change (e.g., "move to Quoted")
•Contact information change
•Next steps or pending actions change

Editable fields

Field	Section	Format
Stage	Status	Single value
Insurance Types	Status	Comma-separated list
Primary Email	Contacts	Email address
Primary Phone	Contacts	Phone number
Next Steps	Next Steps	Bullet list
Pending Actions	Pending Actions	Bullet list

Update process

•Read current state.md
•Parse the field to update
•Apply the change
•Write updated state.md
•Record change in history.md (see history-chain skill)
•Update Qdrant description (see qdrant-sync skill)

Example: Stage update

Before:

markdown

## Status
- **Stage**: Application Received

After:

markdown

## Status
- **Stage**: Quote Pitched

Handling vague updates

If the update is ambiguous (e.g., "update the account"):

•Return needs_clarification: true
•List the fields that could be updated
•Ask user to specify which field and new value

Important

•Always preserve fields that aren't being updated
•Maintain markdown formatting
•Update Last Contact if this is a contact-related change