skill-library-mcp 1.0.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (989) hide show
  1. package/.claude/settings.local.json +10 -0
  2. package/.github/workflows/ci.yml +85 -0
  3. package/.github/workflows/release.yml +57 -0
  4. package/.release-please-manifest.json +3 -0
  5. package/CLAUDE.md +60 -0
  6. package/LICENSE +21 -0
  7. package/Makefile +18 -0
  8. package/README.md +222 -0
  9. package/dist/index.js +312 -0
  10. package/docs/architecture.md +61 -0
  11. package/docs/development.md +83 -0
  12. package/package.json +29 -0
  13. package/release-please-config.json +17 -0
  14. package/scripts/import-skills.ts +103 -0
  15. package/skills/3d-web-experience/SKILL.md +254 -0
  16. package/skills/ab-test-setup/SKILL.md +232 -0
  17. package/skills/accessibility-compliance-accessibility-audit/SKILL.md +42 -0
  18. package/skills/accessibility-compliance-accessibility-audit/resources/implementation-playbook.md +502 -0
  19. package/skills/active-directory-attacks/SKILL.md +383 -0
  20. package/skills/activecampaign-automation/SKILL.md +209 -0
  21. package/skills/address-github-comments/SKILL.md +55 -0
  22. package/skills/agent-evaluation/SKILL.md +64 -0
  23. package/skills/agent-manager-skill/SKILL.md +40 -0
  24. package/skills/agent-memory-mcp/SKILL.md +82 -0
  25. package/skills/agent-memory-systems/SKILL.md +67 -0
  26. package/skills/agent-orchestration-improve-agent/SKILL.md +349 -0
  27. package/skills/agent-orchestration-multi-agent-optimize/SKILL.md +239 -0
  28. package/skills/agent-tool-builder/SKILL.md +53 -0
  29. package/skills/ai-agents-architect/SKILL.md +90 -0
  30. package/skills/ai-engineer/SKILL.md +171 -0
  31. package/skills/ai-product/SKILL.md +54 -0
  32. package/skills/ai-wrapper-product/SKILL.md +273 -0
  33. package/skills/airflow-dag-patterns/SKILL.md +41 -0
  34. package/skills/airflow-dag-patterns/resources/implementation-playbook.md +509 -0
  35. package/skills/airtable-automation/SKILL.md +170 -0
  36. package/skills/algolia-search/SKILL.md +66 -0
  37. package/skills/algorithmic-art/LICENSE.txt +202 -0
  38. package/skills/algorithmic-art/SKILL.md +405 -0
  39. package/skills/algorithmic-art/templates/generator_template.js +223 -0
  40. package/skills/algorithmic-art/templates/viewer.html +599 -0
  41. package/skills/amplitude-automation/SKILL.md +216 -0
  42. package/skills/analytics-tracking/SKILL.md +404 -0
  43. package/skills/angular/SKILL.md +821 -0
  44. package/skills/angular-best-practices/SKILL.md +559 -0
  45. package/skills/angular-migration/SKILL.md +428 -0
  46. package/skills/angular-state-management/SKILL.md +634 -0
  47. package/skills/angular-ui-patterns/SKILL.md +508 -0
  48. package/skills/anti-reversing-techniques/SKILL.md +42 -0
  49. package/skills/anti-reversing-techniques/resources/implementation-playbook.md +539 -0
  50. package/skills/antigravity-workflows/SKILL.md +80 -0
  51. package/skills/antigravity-workflows/resources/implementation-playbook.md +36 -0
  52. package/skills/api-design-principles/SKILL.md +37 -0
  53. package/skills/api-design-principles/resources/implementation-playbook.md +513 -0
  54. package/skills/api-documentation-generator/SKILL.md +484 -0
  55. package/skills/api-documenter/SKILL.md +184 -0
  56. package/skills/api-fuzzing-bug-bounty/SKILL.md +433 -0
  57. package/skills/api-patterns/SKILL.md +81 -0
  58. package/skills/api-security-best-practices/SKILL.md +907 -0
  59. package/skills/api-testing-observability-api-mock/SKILL.md +46 -0
  60. package/skills/api-testing-observability-api-mock/resources/implementation-playbook.md +1327 -0
  61. package/skills/app-builder/SKILL.md +75 -0
  62. package/skills/app-store-optimization/SKILL.md +403 -0
  63. package/skills/application-performance-performance-optimization/SKILL.md +154 -0
  64. package/skills/architect-review/SKILL.md +174 -0
  65. package/skills/architecture/SKILL.md +55 -0
  66. package/skills/architecture-decision-records/SKILL.md +441 -0
  67. package/skills/architecture-patterns/SKILL.md +37 -0
  68. package/skills/architecture-patterns/resources/implementation-playbook.md +479 -0
  69. package/skills/arm-cortex-expert/SKILL.md +306 -0
  70. package/skills/asana-automation/SKILL.md +171 -0
  71. package/skills/async-python-patterns/SKILL.md +39 -0
  72. package/skills/async-python-patterns/resources/implementation-playbook.md +678 -0
  73. package/skills/attack-tree-construction/SKILL.md +38 -0
  74. package/skills/attack-tree-construction/resources/implementation-playbook.md +671 -0
  75. package/skills/audio-transcriber/SKILL.md +558 -0
  76. package/skills/auth-implementation-patterns/SKILL.md +39 -0
  77. package/skills/auth-implementation-patterns/resources/implementation-playbook.md +618 -0
  78. package/skills/automate-whatsapp/SKILL.md +257 -0
  79. package/skills/autonomous-agent-patterns/SKILL.md +761 -0
  80. package/skills/autonomous-agents/SKILL.md +68 -0
  81. package/skills/avalonia-layout-zafiro/SKILL.md +59 -0
  82. package/skills/avalonia-viewmodels-zafiro/SKILL.md +29 -0
  83. package/skills/avalonia-zafiro-development/SKILL.md +29 -0
  84. package/skills/aws-penetration-testing/SKILL.md +405 -0
  85. package/skills/aws-serverless/SKILL.md +323 -0
  86. package/skills/aws-skills/SKILL.md +22 -0
  87. package/skills/azure-functions/SKILL.md +42 -0
  88. package/skills/backend-architect/SKILL.md +333 -0
  89. package/skills/backend-dev-guidelines/SKILL.md +342 -0
  90. package/skills/backend-dev-guidelines/resources/architecture-overview.md +451 -0
  91. package/skills/backend-dev-guidelines/resources/async-and-errors.md +307 -0
  92. package/skills/backend-dev-guidelines/resources/complete-examples.md +638 -0
  93. package/skills/backend-dev-guidelines/resources/configuration.md +275 -0
  94. package/skills/backend-dev-guidelines/resources/database-patterns.md +224 -0
  95. package/skills/backend-dev-guidelines/resources/middleware-guide.md +213 -0
  96. package/skills/backend-dev-guidelines/resources/routing-and-controllers.md +756 -0
  97. package/skills/backend-dev-guidelines/resources/sentry-and-monitoring.md +336 -0
  98. package/skills/backend-dev-guidelines/resources/services-and-repositories.md +789 -0
  99. package/skills/backend-dev-guidelines/resources/testing-guide.md +235 -0
  100. package/skills/backend-dev-guidelines/resources/validation-patterns.md +754 -0
  101. package/skills/backend-development-feature-development/SKILL.md +180 -0
  102. package/skills/backend-security-coder/SKILL.md +156 -0
  103. package/skills/backtesting-frameworks/SKILL.md +39 -0
  104. package/skills/backtesting-frameworks/resources/implementation-playbook.md +647 -0
  105. package/skills/bamboohr-automation/SKILL.md +220 -0
  106. package/skills/basecamp-automation/SKILL.md +234 -0
  107. package/skills/bash-defensive-patterns/SKILL.md +43 -0
  108. package/skills/bash-defensive-patterns/resources/implementation-playbook.md +517 -0
  109. package/skills/bash-linux/SKILL.md +199 -0
  110. package/skills/bash-pro/SKILL.md +310 -0
  111. package/skills/bats-testing-patterns/SKILL.md +34 -0
  112. package/skills/bats-testing-patterns/resources/implementation-playbook.md +614 -0
  113. package/skills/bazel-build-optimization/SKILL.md +397 -0
  114. package/skills/beautiful-prose/SKILL.md +22 -0
  115. package/skills/behavioral-modes/SKILL.md +242 -0
  116. package/skills/billing-automation/SKILL.md +42 -0
  117. package/skills/billing-automation/resources/implementation-playbook.md +544 -0
  118. package/skills/binary-analysis-patterns/SKILL.md +450 -0
  119. package/skills/bitbucket-automation/SKILL.md +224 -0
  120. package/skills/blockchain-developer/SKILL.md +208 -0
  121. package/skills/blockrun/SKILL.md +292 -0
  122. package/skills/box-automation/SKILL.md +233 -0
  123. package/skills/brainstorming/SKILL.md +230 -0
  124. package/skills/brand-guidelines-anthropic/SKILL.md +73 -0
  125. package/skills/brevo-automation/SKILL.md +197 -0
  126. package/skills/broken-authentication/SKILL.md +476 -0
  127. package/skills/browser-automation/SKILL.md +70 -0
  128. package/skills/browser-extension-builder/SKILL.md +261 -0
  129. package/skills/bullmq-specialist/SKILL.md +57 -0
  130. package/skills/bun-development/SKILL.md +691 -0
  131. package/skills/burp-suite-testing/SKILL.md +380 -0
  132. package/skills/business-analyst/SKILL.md +182 -0
  133. package/skills/busybox-on-windows/SKILL.md +30 -0
  134. package/skills/c-pro/SKILL.md +56 -0
  135. package/skills/c4-architecture-c4-architecture/SKILL.md +389 -0
  136. package/skills/c4-code/SKILL.md +244 -0
  137. package/skills/c4-component/SKILL.md +153 -0
  138. package/skills/c4-container/SKILL.md +171 -0
  139. package/skills/c4-context/SKILL.md +150 -0
  140. package/skills/cal-com-automation/SKILL.md +203 -0
  141. package/skills/calendly-automation/SKILL.md +211 -0
  142. package/skills/canva-automation/SKILL.md +217 -0
  143. package/skills/canvas-design/LICENSE.txt +202 -0
  144. package/skills/canvas-design/SKILL.md +130 -0
  145. package/skills/canvas-design/canvas-fonts/ArsenalSC-OFL.txt +93 -0
  146. package/skills/canvas-design/canvas-fonts/ArsenalSC-Regular.ttf +0 -0
  147. package/skills/canvas-design/canvas-fonts/BigShoulders-Bold.ttf +0 -0
  148. package/skills/canvas-design/canvas-fonts/BigShoulders-OFL.txt +93 -0
  149. package/skills/canvas-design/canvas-fonts/BigShoulders-Regular.ttf +0 -0
  150. package/skills/canvas-design/canvas-fonts/Boldonse-OFL.txt +93 -0
  151. package/skills/canvas-design/canvas-fonts/Boldonse-Regular.ttf +0 -0
  152. package/skills/canvas-design/canvas-fonts/BricolageGrotesque-Bold.ttf +0 -0
  153. package/skills/canvas-design/canvas-fonts/BricolageGrotesque-OFL.txt +93 -0
  154. package/skills/canvas-design/canvas-fonts/BricolageGrotesque-Regular.ttf +0 -0
  155. package/skills/canvas-design/canvas-fonts/CrimsonPro-Bold.ttf +0 -0
  156. package/skills/canvas-design/canvas-fonts/CrimsonPro-Italic.ttf +0 -0
  157. package/skills/canvas-design/canvas-fonts/CrimsonPro-OFL.txt +93 -0
  158. package/skills/canvas-design/canvas-fonts/CrimsonPro-Regular.ttf +0 -0
  159. package/skills/canvas-design/canvas-fonts/DMMono-OFL.txt +93 -0
  160. package/skills/canvas-design/canvas-fonts/DMMono-Regular.ttf +0 -0
  161. package/skills/canvas-design/canvas-fonts/EricaOne-OFL.txt +94 -0
  162. package/skills/canvas-design/canvas-fonts/EricaOne-Regular.ttf +0 -0
  163. package/skills/canvas-design/canvas-fonts/GeistMono-Bold.ttf +0 -0
  164. package/skills/canvas-design/canvas-fonts/GeistMono-OFL.txt +93 -0
  165. package/skills/canvas-design/canvas-fonts/GeistMono-Regular.ttf +0 -0
  166. package/skills/canvas-design/canvas-fonts/Gloock-OFL.txt +93 -0
  167. package/skills/canvas-design/canvas-fonts/Gloock-Regular.ttf +0 -0
  168. package/skills/canvas-design/canvas-fonts/IBMPlexMono-Bold.ttf +0 -0
  169. package/skills/canvas-design/canvas-fonts/IBMPlexMono-OFL.txt +93 -0
  170. package/skills/canvas-design/canvas-fonts/IBMPlexMono-Regular.ttf +0 -0
  171. package/skills/canvas-design/canvas-fonts/IBMPlexSerif-Bold.ttf +0 -0
  172. package/skills/canvas-design/canvas-fonts/IBMPlexSerif-BoldItalic.ttf +0 -0
  173. package/skills/canvas-design/canvas-fonts/IBMPlexSerif-Italic.ttf +0 -0
  174. package/skills/canvas-design/canvas-fonts/IBMPlexSerif-Regular.ttf +0 -0
  175. package/skills/canvas-design/canvas-fonts/InstrumentSans-Bold.ttf +0 -0
  176. package/skills/canvas-design/canvas-fonts/InstrumentSans-BoldItalic.ttf +0 -0
  177. package/skills/canvas-design/canvas-fonts/InstrumentSans-Italic.ttf +0 -0
  178. package/skills/canvas-design/canvas-fonts/InstrumentSans-OFL.txt +93 -0
  179. package/skills/canvas-design/canvas-fonts/InstrumentSans-Regular.ttf +0 -0
  180. package/skills/canvas-design/canvas-fonts/InstrumentSerif-Italic.ttf +0 -0
  181. package/skills/canvas-design/canvas-fonts/InstrumentSerif-Regular.ttf +0 -0
  182. package/skills/canvas-design/canvas-fonts/Italiana-OFL.txt +93 -0
  183. package/skills/canvas-design/canvas-fonts/Italiana-Regular.ttf +0 -0
  184. package/skills/canvas-design/canvas-fonts/JetBrainsMono-Bold.ttf +0 -0
  185. package/skills/canvas-design/canvas-fonts/JetBrainsMono-OFL.txt +93 -0
  186. package/skills/canvas-design/canvas-fonts/JetBrainsMono-Regular.ttf +0 -0
  187. package/skills/canvas-design/canvas-fonts/Jura-Light.ttf +0 -0
  188. package/skills/canvas-design/canvas-fonts/Jura-Medium.ttf +0 -0
  189. package/skills/canvas-design/canvas-fonts/Jura-OFL.txt +93 -0
  190. package/skills/canvas-design/canvas-fonts/LibreBaskerville-OFL.txt +93 -0
  191. package/skills/canvas-design/canvas-fonts/LibreBaskerville-Regular.ttf +0 -0
  192. package/skills/canvas-design/canvas-fonts/Lora-Bold.ttf +0 -0
  193. package/skills/canvas-design/canvas-fonts/Lora-BoldItalic.ttf +0 -0
  194. package/skills/canvas-design/canvas-fonts/Lora-Italic.ttf +0 -0
  195. package/skills/canvas-design/canvas-fonts/Lora-OFL.txt +93 -0
  196. package/skills/canvas-design/canvas-fonts/Lora-Regular.ttf +0 -0
  197. package/skills/canvas-design/canvas-fonts/NationalPark-Bold.ttf +0 -0
  198. package/skills/canvas-design/canvas-fonts/NationalPark-OFL.txt +93 -0
  199. package/skills/canvas-design/canvas-fonts/NationalPark-Regular.ttf +0 -0
  200. package/skills/canvas-design/canvas-fonts/NothingYouCouldDo-OFL.txt +93 -0
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  202. package/skills/canvas-design/canvas-fonts/Outfit-Bold.ttf +0 -0
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  204. package/skills/canvas-design/canvas-fonts/Outfit-Regular.ttf +0 -0
  205. package/skills/canvas-design/canvas-fonts/PixelifySans-Medium.ttf +0 -0
  206. package/skills/canvas-design/canvas-fonts/PixelifySans-OFL.txt +93 -0
  207. package/skills/canvas-design/canvas-fonts/PoiretOne-OFL.txt +93 -0
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  219. package/skills/canvas-design/canvas-fonts/WorkSans-Bold.ttf +0 -0
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  222. package/skills/canvas-design/canvas-fonts/WorkSans-OFL.txt +93 -0
  223. package/skills/canvas-design/canvas-fonts/WorkSans-Regular.ttf +0 -0
  224. package/skills/canvas-design/canvas-fonts/YoungSerif-OFL.txt +93 -0
  225. package/skills/canvas-design/canvas-fonts/YoungSerif-Regular.ttf +0 -0
  226. package/skills/cc-skill-backend-patterns/SKILL.md +584 -0
  227. package/skills/cc-skill-clickhouse-io/SKILL.md +431 -0
  228. package/skills/cc-skill-coding-standards/SKILL.md +522 -0
  229. package/skills/cc-skill-continuous-learning/SKILL.md +10 -0
  230. package/skills/cc-skill-frontend-patterns/SKILL.md +633 -0
  231. package/skills/cc-skill-project-guidelines-example/SKILL.md +352 -0
  232. package/skills/cc-skill-security-review/SKILL.md +496 -0
  233. package/skills/cc-skill-strategic-compact/SKILL.md +10 -0
  234. package/skills/changelog-automation/SKILL.md +38 -0
  235. package/skills/changelog-automation/resources/implementation-playbook.md +538 -0
  236. package/skills/cicd-automation-workflow-automate/SKILL.md +51 -0
  237. package/skills/cicd-automation-workflow-automate/resources/implementation-playbook.md +1333 -0
  238. package/skills/circleci-automation/SKILL.md +177 -0
  239. package/skills/clarity-gate/SKILL.md +22 -0
  240. package/skills/claude-ally-health/SKILL.md +22 -0
  241. package/skills/claude-code-guide/SKILL.md +68 -0
  242. package/skills/claude-d3js-skill/SKILL.md +820 -0
  243. package/skills/claude-scientific-skills/SKILL.md +22 -0
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  939. package/skills/webapp-testing/examples/element_discovery.py +40 -0
  940. package/skills/webapp-testing/examples/static_html_automation.py +33 -0
  941. package/skills/webapp-testing/scripts/with_server.py +106 -0
  942. package/skills/webflow-automation/SKILL.md +236 -0
  943. package/skills/whatsapp-automation/SKILL.md +214 -0
  944. package/skills/windows-privilege-escalation/SKILL.md +496 -0
  945. package/skills/wireshark-analysis/SKILL.md +497 -0
  946. package/skills/wordpress-penetration-testing/SKILL.md +485 -0
  947. package/skills/workflow-automation/SKILL.md +68 -0
  948. package/skills/workflow-orchestration-patterns/SKILL.md +333 -0
  949. package/skills/workflow-patterns/SKILL.md +38 -0
  950. package/skills/workflow-patterns/resources/implementation-playbook.md +621 -0
  951. package/skills/wrike-automation/SKILL.md +233 -0
  952. package/skills/writing-plans/SKILL.md +116 -0
  953. package/skills/writing-skills/SKILL.md +125 -0
  954. package/skills/x-article-publisher-skill/SKILL.md +22 -0
  955. package/skills/xss-html-injection/SKILL.md +499 -0
  956. package/skills/youtube-automation/SKILL.md +218 -0
  957. package/skills/youtube-summarizer/SKILL.md +411 -0
  958. package/skills/zapier-make-patterns/SKILL.md +67 -0
  959. package/skills/zendesk-automation/SKILL.md +215 -0
  960. package/skills/zoho-crm-automation/SKILL.md +206 -0
  961. package/skills/zoom-automation/SKILL.md +217 -0
  962. package/src/dedup.ts +132 -0
  963. package/src/index.ts +26 -0
  964. package/src/loader.ts +33 -0
  965. package/src/search.ts +83 -0
  966. package/src/server.ts +83 -0
  967. package/src/skill-index.ts +105 -0
  968. package/src/types.ts +28 -0
  969. package/test/dedup.test.ts +33 -0
  970. package/test/fixtures/allowed-tools/SKILL.md +9 -0
  971. package/test/fixtures/basic-skill/SKILL.md +11 -0
  972. package/test/fixtures/empty-description/SKILL.md +7 -0
  973. package/test/fixtures/invalid-frontmatter/SKILL.md +7 -0
  974. package/test/fixtures/multiline-description/SKILL.md +11 -0
  975. package/test/fixtures/no-frontmatter/SKILL.md +3 -0
  976. package/test/fixtures/skill-with-hyphenated-resources/SKILL.md +8 -0
  977. package/test/fixtures/skill-with-hyphenated-resources/resources/implementation-playbook.md +3 -0
  978. package/test/fixtures/skill-with-hyphenated-resources/resources/quick-start-guide.md +3 -0
  979. package/test/fixtures/skill-with-resources/SKILL.md +8 -0
  980. package/test/fixtures/skill-with-resources/resources/examples.md +3 -0
  981. package/test/fixtures/skill-with-resources/resources/guide.md +3 -0
  982. package/test/integration.test.ts +148 -0
  983. package/test/loader.test.ts +78 -0
  984. package/test/search.test.ts +135 -0
  985. package/test/server.test.ts +94 -0
  986. package/test/skill-index.test.ts +144 -0
  987. package/tsconfig.json +15 -0
  988. package/tsup.config.ts +12 -0
  989. package/vitest.config.ts +5 -0
@@ -0,0 +1,224 @@
1
+ ---
2
+ name: pipedrive-automation
3
+ description: "Automate Pipedrive CRM operations including deals, contacts, organizations, activities, notes, and pipeline management via Rube MCP (Composio). Always search tools first for current schemas."
4
+ requires:
5
+ mcp: [rube]
6
+ ---
7
+
8
+ # Pipedrive Automation via Rube MCP
9
+
10
+ Automate Pipedrive CRM workflows including deal management, contact and organization operations, activity scheduling, notes, and pipeline/stage queries through Composio's Pipedrive toolkit.
11
+
12
+ ## Prerequisites
13
+
14
+ - Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
15
+ - Active Pipedrive connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `pipedrive`
16
+ - Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas
17
+
18
+ ## Setup
19
+
20
+ **Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.
21
+
22
+
23
+ 1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds
24
+ 2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `pipedrive`
25
+ 3. If connection is not ACTIVE, follow the returned auth link to complete Pipedrive OAuth
26
+ 4. Confirm connection status shows ACTIVE before running any workflows
27
+
28
+ ## Core Workflows
29
+
30
+ ### 1. Create and Manage Deals
31
+
32
+ **When to use**: User wants to create a new deal, update an existing deal, or review deal details in the sales pipeline.
33
+
34
+ **Tool sequence**:
35
+ 1. `PIPEDRIVE_SEARCH_ORGANIZATIONS` - Find existing org to link to the deal [Optional]
36
+ 2. `PIPEDRIVE_ADD_AN_ORGANIZATION` - Create organization if none found [Optional]
37
+ 3. `PIPEDRIVE_SEARCH_PERSONS` - Find existing contact to link [Optional]
38
+ 4. `PIPEDRIVE_ADD_A_PERSON` - Create contact if none found [Optional]
39
+ 5. `PIPEDRIVE_GET_ALL_PIPELINES` - Resolve pipeline ID [Prerequisite]
40
+ 6. `PIPEDRIVE_GET_ALL_STAGES` - Resolve stage ID within the pipeline [Prerequisite]
41
+ 7. `PIPEDRIVE_ADD_A_DEAL` - Create the deal with title, value, org_id, person_id, stage_id [Required]
42
+ 8. `PIPEDRIVE_UPDATE_A_DEAL` - Modify deal properties after creation [Optional]
43
+ 9. `PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL` - Attach line items/products [Optional]
44
+
45
+ **Key parameters**:
46
+ - `title`: Deal title (required for creation)
47
+ - `value`: Monetary value of the deal
48
+ - `currency`: 3-letter ISO currency code (e.g., "USD")
49
+ - `pipeline_id` / `stage_id`: Numeric IDs for pipeline placement
50
+ - `org_id` / `person_id`: Link to organization and contact
51
+ - `status`: "open", "won", or "lost"
52
+ - `expected_close_date`: Format YYYY-MM-DD
53
+
54
+ **Pitfalls**:
55
+ - `title` is the only required field for `PIPEDRIVE_ADD_A_DEAL`; all others are optional
56
+ - Custom fields appear as long hash keys in responses; use dealFields endpoint to map them
57
+ - `PIPEDRIVE_UPDATE_A_DEAL` requires the numeric `id` of the deal
58
+ - Setting `status` to "lost" requires also providing `lost_reason`
59
+
60
+ ### 2. Manage Contacts (Persons and Organizations)
61
+
62
+ **When to use**: User wants to create, update, search, or list contacts and companies in Pipedrive.
63
+
64
+ **Tool sequence**:
65
+ 1. `PIPEDRIVE_SEARCH_PERSONS` - Search for existing person by name, email, or phone [Prerequisite]
66
+ 2. `PIPEDRIVE_ADD_A_PERSON` - Create new contact if not found [Required]
67
+ 3. `PIPEDRIVE_UPDATE_A_PERSON` - Modify existing contact details [Optional]
68
+ 4. `PIPEDRIVE_GET_DETAILS_OF_A_PERSON` - Retrieve full contact record [Optional]
69
+ 5. `PIPEDRIVE_SEARCH_ORGANIZATIONS` - Search for existing organization [Prerequisite]
70
+ 6. `PIPEDRIVE_ADD_AN_ORGANIZATION` - Create new organization if not found [Required]
71
+ 7. `PIPEDRIVE_UPDATE_AN_ORGANIZATION` - Modify organization properties [Optional]
72
+ 8. `PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION` - Retrieve full org record [Optional]
73
+
74
+ **Key parameters**:
75
+ - `name`: Required for both person and organization creation
76
+ - `email`: Array of objects with `value`, `label`, `primary` fields for persons
77
+ - `phone`: Array of objects with `value`, `label`, `primary` fields for persons
78
+ - `org_id`: Link a person to an organization
79
+ - `visible_to`: 1 = owner only, 3 = entire company
80
+ - `term`: Search term for SEARCH_PERSONS / SEARCH_ORGANIZATIONS (minimum 2 characters)
81
+
82
+ **Pitfalls**:
83
+ - `PIPEDRIVE_ADD_AN_ORGANIZATION` may auto-merge with an existing org; check `response.additional_data.didMerge`
84
+ - Email and phone fields are arrays of objects, not plain strings: `[{"value": "test@example.com", "label": "work", "primary": true}]`
85
+ - `PIPEDRIVE_SEARCH_PERSONS` wildcards like `*` or `@` are NOT supported; use `PIPEDRIVE_GET_ALL_PERSONS` to list all
86
+ - Deletion via `PIPEDRIVE_DELETE_A_PERSON` or `PIPEDRIVE_DELETE_AN_ORGANIZATION` is soft-delete with 30-day retention, then permanent
87
+
88
+ ### 3. Schedule and Track Activities
89
+
90
+ **When to use**: User wants to create calls, meetings, tasks, or other activities linked to deals, contacts, or organizations.
91
+
92
+ **Tool sequence**:
93
+ 1. `PIPEDRIVE_SEARCH_PERSONS` or `PIPEDRIVE_GET_DETAILS_OF_A_DEAL` - Resolve linked entity IDs [Prerequisite]
94
+ 2. `PIPEDRIVE_ADD_AN_ACTIVITY` - Create the activity with subject, type, due date [Required]
95
+ 3. `PIPEDRIVE_UPDATE_AN_ACTIVITY` - Modify activity details or mark as done [Optional]
96
+ 4. `PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY` - Retrieve activity record [Optional]
97
+ 5. `PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER` - List user's activities [Optional]
98
+
99
+ **Key parameters**:
100
+ - `subject`: Activity title (required)
101
+ - `type`: Activity type key string, e.g., "call", "meeting", "task", "email" (required)
102
+ - `due_date`: Format YYYY-MM-DD
103
+ - `due_time`: Format HH:MM
104
+ - `duration`: Format HH:MM (e.g., "00:30" for 30 minutes)
105
+ - `deal_id` / `person_id` / `org_id`: Link to related entities
106
+ - `done`: 0 = not done, 1 = done
107
+
108
+ **Pitfalls**:
109
+ - Both `subject` and `type` are required for `PIPEDRIVE_ADD_AN_ACTIVITY`
110
+ - `type` must match an existing ActivityTypes key_string in the account
111
+ - `done` is an integer (0 or 1), not a boolean
112
+ - Response includes `more_activities_scheduled_in_context` in additional_data
113
+
114
+ ### 4. Add and Manage Notes
115
+
116
+ **When to use**: User wants to attach notes to deals, persons, organizations, leads, or projects.
117
+
118
+ **Tool sequence**:
119
+ 1. `PIPEDRIVE_SEARCH_PERSONS` or `PIPEDRIVE_GET_DETAILS_OF_A_DEAL` - Resolve entity ID [Prerequisite]
120
+ 2. `PIPEDRIVE_ADD_A_NOTE` - Create note with HTML content linked to an entity [Required]
121
+ 3. `PIPEDRIVE_UPDATE_A_NOTE` - Modify note content [Optional]
122
+ 4. `PIPEDRIVE_GET_ALL_NOTES` - List notes filtered by entity [Optional]
123
+ 5. `PIPEDRIVE_GET_ALL_COMMENTS_FOR_A_NOTE` - Retrieve comments on a note [Optional]
124
+
125
+ **Key parameters**:
126
+ - `content`: Note body in HTML format (required)
127
+ - `deal_id` / `person_id` / `org_id` / `lead_id` / `project_id`: At least one entity link required
128
+ - `pinned_to_deal_flag` / `pinned_to_person_flag`: Filter pinned notes when listing
129
+
130
+ **Pitfalls**:
131
+ - `content` is required and supports HTML; plain text works but is sanitized server-side
132
+ - At least one of `deal_id`, `person_id`, `org_id`, `lead_id`, or `project_id` must be provided
133
+ - `PIPEDRIVE_GET_ALL_NOTES` returns notes across all entities by default; filter with entity ID params
134
+
135
+ ### 5. Query Pipelines and Stages
136
+
137
+ **When to use**: User wants to view sales pipelines, stages, or deals within a pipeline/stage.
138
+
139
+ **Tool sequence**:
140
+ 1. `PIPEDRIVE_GET_ALL_PIPELINES` - List all pipelines and their IDs [Required]
141
+ 2. `PIPEDRIVE_GET_ONE_PIPELINE` - Get details and deal summary for a specific pipeline [Optional]
142
+ 3. `PIPEDRIVE_GET_ALL_STAGES` - List all stages, optionally filtered by pipeline [Required]
143
+ 4. `PIPEDRIVE_GET_ONE_STAGE` - Get details for a specific stage [Optional]
144
+ 5. `PIPEDRIVE_GET_DEALS_IN_A_PIPELINE` - List all deals across stages in a pipeline [Optional]
145
+ 6. `PIPEDRIVE_GET_DEALS_IN_A_STAGE` - List deals in a specific stage [Optional]
146
+
147
+ **Key parameters**:
148
+ - `id`: Pipeline or stage ID (required for single-item endpoints)
149
+ - `pipeline_id`: Filter stages by pipeline
150
+ - `totals_convert_currency`: 3-letter currency code or "default_currency" for converted totals
151
+ - `get_summary`: Set to 1 for deal summary in pipeline responses
152
+
153
+ **Pitfalls**:
154
+ - `PIPEDRIVE_GET_ALL_PIPELINES` takes no parameters; returns all pipelines
155
+ - `PIPEDRIVE_GET_ALL_STAGES` returns stages for ALL pipelines unless `pipeline_id` is specified
156
+ - Deal counts in pipeline summaries use `per_stages_converted` only when `totals_convert_currency` is set
157
+
158
+ ## Common Patterns
159
+
160
+ ### ID Resolution
161
+ Always resolve display names to numeric IDs before operations:
162
+ - **Organization name -> org_id**: `PIPEDRIVE_SEARCH_ORGANIZATIONS` with `term` param
163
+ - **Person name -> person_id**: `PIPEDRIVE_SEARCH_PERSONS` with `term` param
164
+ - **Pipeline name -> pipeline_id**: `PIPEDRIVE_GET_ALL_PIPELINES` then match by name
165
+ - **Stage name -> stage_id**: `PIPEDRIVE_GET_ALL_STAGES` with `pipeline_id` then match by name
166
+
167
+ ### Pagination
168
+ Most list endpoints use offset-based pagination:
169
+ - Use `start` (offset) and `limit` (page size) parameters
170
+ - Check `additional_data.pagination.more_items_in_collection` to know if more pages exist
171
+ - Use `additional_data.pagination.next_start` as the `start` value for the next page
172
+ - Default limit is ~500 for some endpoints; set explicitly for predictable paging
173
+
174
+ ## Known Pitfalls
175
+
176
+ ### ID Formats
177
+ - All entity IDs (deal, person, org, activity, pipeline, stage) are numeric integers
178
+ - Lead IDs are UUID strings, not integers
179
+ - Custom field keys are long alphanumeric hashes (e.g., "a1b2c3d4e5f6...")
180
+
181
+ ### Rate Limits
182
+ - Pipedrive enforces per-company API rate limits; bulk operations should be paced
183
+ - `PIPEDRIVE_GET_ALL_PERSONS` and `PIPEDRIVE_GET_ALL_ORGANIZATIONS` can return large datasets; always paginate
184
+
185
+ ### Parameter Quirks
186
+ - Email and phone on persons are arrays of objects, not plain strings
187
+ - `visible_to` is numeric: 1 = owner only, 3 = entire company, 5 = specific groups
188
+ - `done` on activities is integer 0/1, not boolean true/false
189
+ - Organization creation may auto-merge duplicates silently; check `didMerge` in response
190
+ - `PIPEDRIVE_SEARCH_PERSONS` requires minimum 2 characters and does not support wildcards
191
+
192
+ ### Response Structure
193
+ - Custom fields appear as hash keys in responses; map them via the respective Fields endpoints
194
+ - Responses often nest data under `response.data.data` in wrapped executions
195
+ - Search results are under `response.data.items`, not top-level
196
+
197
+ ## Quick Reference
198
+
199
+ | Task | Tool Slug | Key Params |
200
+ |------|-----------|------------|
201
+ | Create deal | `PIPEDRIVE_ADD_A_DEAL` | `title`, `value`, `org_id`, `stage_id` |
202
+ | Update deal | `PIPEDRIVE_UPDATE_A_DEAL` | `id`, `status`, `value`, `stage_id` |
203
+ | Get deal details | `PIPEDRIVE_GET_DETAILS_OF_A_DEAL` | `id` |
204
+ | Search persons | `PIPEDRIVE_SEARCH_PERSONS` | `term`, `fields` |
205
+ | Add person | `PIPEDRIVE_ADD_A_PERSON` | `name`, `email`, `phone`, `org_id` |
206
+ | Update person | `PIPEDRIVE_UPDATE_A_PERSON` | `id`, `name`, `email` |
207
+ | Get person details | `PIPEDRIVE_GET_DETAILS_OF_A_PERSON` | `id` |
208
+ | List all persons | `PIPEDRIVE_GET_ALL_PERSONS` | `start`, `limit`, `filter_id` |
209
+ | Search organizations | `PIPEDRIVE_SEARCH_ORGANIZATIONS` | `term`, `fields` |
210
+ | Add organization | `PIPEDRIVE_ADD_AN_ORGANIZATION` | `name`, `visible_to` |
211
+ | Update organization | `PIPEDRIVE_UPDATE_AN_ORGANIZATION` | `id`, `name`, `address` |
212
+ | Get org details | `PIPEDRIVE_GET_DETAILS_OF_AN_ORGANIZATION` | `id` |
213
+ | Add activity | `PIPEDRIVE_ADD_AN_ACTIVITY` | `subject`, `type`, `due_date`, `deal_id` |
214
+ | Update activity | `PIPEDRIVE_UPDATE_AN_ACTIVITY` | `id`, `done`, `due_date` |
215
+ | Get activity details | `PIPEDRIVE_GET_DETAILS_OF_AN_ACTIVITY` | `id` |
216
+ | List user activities | `PIPEDRIVE_GET_ALL_ACTIVITIES_ASSIGNED_TO_A_PARTICULAR_USER` | `user_id`, `start`, `limit` |
217
+ | Add note | `PIPEDRIVE_ADD_A_NOTE` | `content`, `deal_id` or `person_id` |
218
+ | List notes | `PIPEDRIVE_GET_ALL_NOTES` | `deal_id`, `person_id`, `start`, `limit` |
219
+ | List pipelines | `PIPEDRIVE_GET_ALL_PIPELINES` | (none) |
220
+ | Get pipeline details | `PIPEDRIVE_GET_ONE_PIPELINE` | `id` |
221
+ | List stages | `PIPEDRIVE_GET_ALL_STAGES` | `pipeline_id` |
222
+ | Deals in pipeline | `PIPEDRIVE_GET_DEALS_IN_A_PIPELINE` | `id`, `stage_id` |
223
+ | Deals in stage | `PIPEDRIVE_GET_DEALS_IN_A_STAGE` | `id`, `start`, `limit` |
224
+ | Add product to deal | `PIPEDRIVE_ADD_A_PRODUCT_TO_A_DEAL` | `id`, `product_id`, `item_price` |
@@ -0,0 +1,50 @@
1
+ ---
2
+ name: plaid-fintech
3
+ description: "Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices. Use when: plaid, bank account linking, bank connection, ach, account aggregation."
4
+ source: vibeship-spawner-skills (Apache 2.0)
5
+ ---
6
+
7
+ # Plaid Fintech
8
+
9
+ ## Patterns
10
+
11
+ ### Link Token Creation and Exchange
12
+
13
+ Create a link_token for Plaid Link, exchange public_token for access_token.
14
+ Link tokens are short-lived, one-time use. Access tokens don't expire but
15
+ may need updating when users change passwords.
16
+
17
+
18
+ ### Transactions Sync
19
+
20
+ Use /transactions/sync for incremental transaction updates. More efficient
21
+ than /transactions/get. Handle webhooks for real-time updates instead of
22
+ polling.
23
+
24
+
25
+ ### Item Error Handling and Update Mode
26
+
27
+ Handle ITEM_LOGIN_REQUIRED errors by putting users through Link update mode.
28
+ Listen for PENDING_DISCONNECT webhook to proactively prompt users.
29
+
30
+
31
+ ## Anti-Patterns
32
+
33
+ ### ❌ Storing Access Tokens in Plain Text
34
+
35
+ ### ❌ Polling Instead of Webhooks
36
+
37
+ ### ❌ Ignoring Item Errors
38
+
39
+ ## ⚠️ Sharp Edges
40
+
41
+ | Issue | Severity | Solution |
42
+ |-------|----------|----------|
43
+ | Issue | critical | See docs |
44
+ | Issue | high | See docs |
45
+ | Issue | high | See docs |
46
+ | Issue | high | See docs |
47
+ | Issue | medium | See docs |
48
+ | Issue | medium | See docs |
49
+ | Issue | medium | See docs |
50
+ | Issue | medium | See docs |
@@ -0,0 +1,152 @@
1
+ ---
2
+ name: plan-writing
3
+ description: Structured task planning with clear breakdowns, dependencies, and verification criteria. Use when implementing features, refactoring, or any multi-step work.
4
+ allowed-tools: Read, Glob, Grep
5
+ ---
6
+
7
+ # Plan Writing
8
+
9
+ > Source: obra/superpowers
10
+
11
+ ## Overview
12
+ This skill provides a framework for breaking down work into clear, actionable tasks with verification criteria.
13
+
14
+ ## Task Breakdown Principles
15
+
16
+ ### 1. Small, Focused Tasks
17
+ - Each task should take 2-5 minutes
18
+ - One clear outcome per task
19
+ - Independently verifiable
20
+
21
+ ### 2. Clear Verification
22
+ - How do you know it's done?
23
+ - What can you check/test?
24
+ - What's the expected output?
25
+
26
+ ### 3. Logical Ordering
27
+ - Dependencies identified
28
+ - Parallel work where possible
29
+ - Critical path highlighted
30
+ - **Phase X: Verification is always LAST**
31
+
32
+ ### 4. Dynamic Naming in Project Root
33
+ - Plan files are saved as `{task-slug}.md` in the PROJECT ROOT
34
+ - Name derived from task (e.g., "add auth" → `auth-feature.md`)
35
+ - **NEVER** inside `.claude/`, `docs/`, or temp folders
36
+
37
+ ## Planning Principles (NOT Templates!)
38
+
39
+ > 🔴 **NO fixed templates. Each plan is UNIQUE to the task.**
40
+
41
+ ### Principle 1: Keep It SHORT
42
+
43
+ | ❌ Wrong | ✅ Right |
44
+ |----------|----------|
45
+ | 50 tasks with sub-sub-tasks | 5-10 clear tasks max |
46
+ | Every micro-step listed | Only actionable items |
47
+ | Verbose descriptions | One-line per task |
48
+
49
+ > **Rule:** If plan is longer than 1 page, it's too long. Simplify.
50
+
51
+ ---
52
+
53
+ ### Principle 2: Be SPECIFIC, Not Generic
54
+
55
+ | ❌ Wrong | ✅ Right |
56
+ |----------|----------|
57
+ | "Set up project" | "Run `npx create-next-app`" |
58
+ | "Add authentication" | "Install next-auth, create `/api/auth/[...nextauth].ts`" |
59
+ | "Style the UI" | "Add Tailwind classes to `Header.tsx`" |
60
+
61
+ > **Rule:** Each task should have a clear, verifiable outcome.
62
+
63
+ ---
64
+
65
+ ### Principle 3: Dynamic Content Based on Project Type
66
+
67
+ **For NEW PROJECT:**
68
+ - What tech stack? (decide first)
69
+ - What's the MVP? (minimal features)
70
+ - What's the file structure?
71
+
72
+ **For FEATURE ADDITION:**
73
+ - Which files are affected?
74
+ - What dependencies needed?
75
+ - How to verify it works?
76
+
77
+ **For BUG FIX:**
78
+ - What's the root cause?
79
+ - What file/line to change?
80
+ - How to test the fix?
81
+
82
+ ---
83
+
84
+ ### Principle 4: Scripts Are Project-Specific
85
+
86
+ > 🔴 **DO NOT copy-paste script commands. Choose based on project type.**
87
+
88
+ | Project Type | Relevant Scripts |
89
+ |--------------|------------------|
90
+ | Frontend/React | `ux_audit.py`, `accessibility_checker.py` |
91
+ | Backend/API | `api_validator.py`, `security_scan.py` |
92
+ | Mobile | `mobile_audit.py` |
93
+ | Database | `schema_validator.py` |
94
+ | Full-stack | Mix of above based on what you touched |
95
+
96
+ **Wrong:** Adding all scripts to every plan
97
+ **Right:** Only scripts relevant to THIS task
98
+
99
+ ---
100
+
101
+ ### Principle 5: Verification is Simple
102
+
103
+ | ❌ Wrong | ✅ Right |
104
+ |----------|----------|
105
+ | "Verify the component works correctly" | "Run `npm run dev`, click button, see toast" |
106
+ | "Test the API" | "curl localhost:3000/api/users returns 200" |
107
+ | "Check styles" | "Open browser, verify dark mode toggle works" |
108
+
109
+ ---
110
+
111
+ ## Plan Structure (Flexible, Not Fixed!)
112
+
113
+ ```
114
+ # [Task Name]
115
+
116
+ ## Goal
117
+ One sentence: What are we building/fixing?
118
+
119
+ ## Tasks
120
+ - [ ] Task 1: [Specific action] → Verify: [How to check]
121
+ - [ ] Task 2: [Specific action] → Verify: [How to check]
122
+ - [ ] Task 3: [Specific action] → Verify: [How to check]
123
+
124
+ ## Done When
125
+ - [ ] [Main success criteria]
126
+ ```
127
+
128
+ > **That's it.** No phases, no sub-sections unless truly needed.
129
+ > Keep it minimal. Add complexity only when required.
130
+
131
+ ## Notes
132
+ [Any important considerations]
133
+ ```
134
+
135
+ ---
136
+
137
+ ## Best Practices (Quick Reference)
138
+
139
+ 1. **Start with goal** - What are we building/fixing?
140
+ 2. **Max 10 tasks** - If more, break into multiple plans
141
+ 3. **Each task verifiable** - Clear "done" criteria
142
+ 4. **Project-specific** - No copy-paste templates
143
+ 5. **Update as you go** - Mark `[x]` when complete
144
+
145
+ ---
146
+
147
+ ## When to Use
148
+
149
+ - New project from scratch
150
+ - Adding a feature
151
+ - Fixing a bug (if complex)
152
+ - Refactoring multiple files
@@ -0,0 +1,211 @@
1
+ ---
2
+ name: planning-with-files
3
+ version: "2.1.2"
4
+ description: Implements Manus-style file-based planning for complex tasks. Creates task_plan.md, findings.md, and progress.md. Use when starting complex multi-step tasks, research projects, or any task requiring >5 tool calls.
5
+ user-invocable: true
6
+ allowed-tools:
7
+ - Read
8
+ - Write
9
+ - Edit
10
+ - Bash
11
+ - Glob
12
+ - Grep
13
+ - WebFetch
14
+ - WebSearch
15
+ hooks:
16
+ SessionStart:
17
+ - hooks:
18
+ - type: command
19
+ command: "echo '[planning-with-files] Ready. Auto-activates for complex tasks, or invoke manually with /planning-with-files'"
20
+ PreToolUse:
21
+ - matcher: "Write|Edit|Bash"
22
+ hooks:
23
+ - type: command
24
+ command: "cat task_plan.md 2>/dev/null | head -30 || true"
25
+ PostToolUse:
26
+ - matcher: "Write|Edit"
27
+ hooks:
28
+ - type: command
29
+ command: "echo '[planning-with-files] File updated. If this completes a phase, update task_plan.md status.'"
30
+ Stop:
31
+ - hooks:
32
+ - type: command
33
+ command: "${CLAUDE_PLUGIN_ROOT}/scripts/check-complete.sh"
34
+ ---
35
+
36
+ # Planning with Files
37
+
38
+ Work like Manus: Use persistent markdown files as your "working memory on disk."
39
+
40
+ ## Important: Where Files Go
41
+
42
+ When using this skill:
43
+
44
+ - **Templates** are stored in the skill directory at `${CLAUDE_PLUGIN_ROOT}/templates/`
45
+ - **Your planning files** (`task_plan.md`, `findings.md`, `progress.md`) should be created in **your project directory** — the folder where you're working
46
+
47
+ | Location | What Goes There |
48
+ |----------|-----------------|
49
+ | Skill directory (`${CLAUDE_PLUGIN_ROOT}/`) | Templates, scripts, reference docs |
50
+ | Your project directory | `task_plan.md`, `findings.md`, `progress.md` |
51
+
52
+ This ensures your planning files live alongside your code, not buried in the skill installation folder.
53
+
54
+ ## Quick Start
55
+
56
+ Before ANY complex task:
57
+
58
+ 1. **Create `task_plan.md`** in your project — Use [templates/task_plan.md](templates/task_plan.md) as reference
59
+ 2. **Create `findings.md`** in your project — Use [templates/findings.md](templates/findings.md) as reference
60
+ 3. **Create `progress.md`** in your project — Use [templates/progress.md](templates/progress.md) as reference
61
+ 4. **Re-read plan before decisions** — Refreshes goals in attention window
62
+ 5. **Update after each phase** — Mark complete, log errors
63
+
64
+ > **Note:** All three planning files should be created in your current working directory (your project root), not in the skill's installation folder.
65
+
66
+ ## The Core Pattern
67
+
68
+ ```
69
+ Context Window = RAM (volatile, limited)
70
+ Filesystem = Disk (persistent, unlimited)
71
+
72
+ → Anything important gets written to disk.
73
+ ```
74
+
75
+ ## File Purposes
76
+
77
+ | File | Purpose | When to Update |
78
+ |------|---------|----------------|
79
+ | `task_plan.md` | Phases, progress, decisions | After each phase |
80
+ | `findings.md` | Research, discoveries | After ANY discovery |
81
+ | `progress.md` | Session log, test results | Throughout session |
82
+
83
+ ## Critical Rules
84
+
85
+ ### 1. Create Plan First
86
+ Never start a complex task without `task_plan.md`. Non-negotiable.
87
+
88
+ ### 2. The 2-Action Rule
89
+ > "After every 2 view/browser/search operations, IMMEDIATELY save key findings to text files."
90
+
91
+ This prevents visual/multimodal information from being lost.
92
+
93
+ ### 3. Read Before Decide
94
+ Before major decisions, read the plan file. This keeps goals in your attention window.
95
+
96
+ ### 4. Update After Act
97
+ After completing any phase:
98
+ - Mark phase status: `in_progress` → `complete`
99
+ - Log any errors encountered
100
+ - Note files created/modified
101
+
102
+ ### 5. Log ALL Errors
103
+ Every error goes in the plan file. This builds knowledge and prevents repetition.
104
+
105
+ ```markdown
106
+ ## Errors Encountered
107
+ | Error | Attempt | Resolution |
108
+ |-------|---------|------------|
109
+ | FileNotFoundError | 1 | Created default config |
110
+ | API timeout | 2 | Added retry logic |
111
+ ```
112
+
113
+ ### 6. Never Repeat Failures
114
+ ```
115
+ if action_failed:
116
+ next_action != same_action
117
+ ```
118
+ Track what you tried. Mutate the approach.
119
+
120
+ ## The 3-Strike Error Protocol
121
+
122
+ ```
123
+ ATTEMPT 1: Diagnose & Fix
124
+ → Read error carefully
125
+ → Identify root cause
126
+ → Apply targeted fix
127
+
128
+ ATTEMPT 2: Alternative Approach
129
+ → Same error? Try different method
130
+ → Different tool? Different library?
131
+ → NEVER repeat exact same failing action
132
+
133
+ ATTEMPT 3: Broader Rethink
134
+ → Question assumptions
135
+ → Search for solutions
136
+ → Consider updating the plan
137
+
138
+ AFTER 3 FAILURES: Escalate to User
139
+ → Explain what you tried
140
+ → Share the specific error
141
+ → Ask for guidance
142
+ ```
143
+
144
+ ## Read vs Write Decision Matrix
145
+
146
+ | Situation | Action | Reason |
147
+ |-----------|--------|--------|
148
+ | Just wrote a file | DON'T read | Content still in context |
149
+ | Viewed image/PDF | Write findings NOW | Multimodal → text before lost |
150
+ | Browser returned data | Write to file | Screenshots don't persist |
151
+ | Starting new phase | Read plan/findings | Re-orient if context stale |
152
+ | Error occurred | Read relevant file | Need current state to fix |
153
+ | Resuming after gap | Read all planning files | Recover state |
154
+
155
+ ## The 5-Question Reboot Test
156
+
157
+ If you can answer these, your context management is solid:
158
+
159
+ | Question | Answer Source |
160
+ |----------|---------------|
161
+ | Where am I? | Current phase in task_plan.md |
162
+ | Where am I going? | Remaining phases |
163
+ | What's the goal? | Goal statement in plan |
164
+ | What have I learned? | findings.md |
165
+ | What have I done? | progress.md |
166
+
167
+ ## When to Use This Pattern
168
+
169
+ **Use for:**
170
+ - Multi-step tasks (3+ steps)
171
+ - Research tasks
172
+ - Building/creating projects
173
+ - Tasks spanning many tool calls
174
+ - Anything requiring organization
175
+
176
+ **Skip for:**
177
+ - Simple questions
178
+ - Single-file edits
179
+ - Quick lookups
180
+
181
+ ## Templates
182
+
183
+ Copy these templates to start:
184
+
185
+ - [templates/task_plan.md](templates/task_plan.md) — Phase tracking
186
+ - [templates/findings.md](templates/findings.md) — Research storage
187
+ - [templates/progress.md](templates/progress.md) — Session logging
188
+
189
+ ## Scripts
190
+
191
+ Helper scripts for automation:
192
+
193
+ - `scripts/init-session.sh` — Initialize all planning files
194
+ - `scripts/check-complete.sh` — Verify all phases complete
195
+
196
+ ## Advanced Topics
197
+
198
+ - **Manus Principles:** See [reference.md](reference.md)
199
+ - **Real Examples:** See [examples.md](examples.md)
200
+
201
+ ## Anti-Patterns
202
+
203
+ | Don't | Do Instead |
204
+ |-------|------------|
205
+ | Use TodoWrite for persistence | Create task_plan.md file |
206
+ | State goals once and forget | Re-read plan before decisions |
207
+ | Hide errors and retry silently | Log errors to plan file |
208
+ | Stuff everything in context | Store large content in files |
209
+ | Start executing immediately | Create plan file FIRST |
210
+ | Repeat failed actions | Track attempts, mutate approach |
211
+ | Create files in skill directory | Create files in your project |