Business Department Skill

Description

Use this skill when the user needs help with business operations, client management, finances, or administrative tasks. This includes CRM operations, invoicing, project management, and business strategy.

Triggers

• "Add a new client..."
• "Create an invoice for..."
• "Set up a new project..."
• "Help me with client onboarding..."
• "Track my revenue..."
• "Manage my business contacts..."
• "Create a proposal for..."
• "Set up billing for..."

Capabilities

• Client relationship management (CRM)
• Project creation and tracking
• Invoice generation and management
• Financial tracking and reporting
• Business analytics
• Contract and document management
• Workflow automation

Usage Examples

Example 1: Client Management

User: "Add a new client - John Smith from Acme Corp"

When: User wants to add a new client to the system
Action: Use Business Department to create client profile in CRM

Example 2: Project Setup

User: "Create a new project for John's website"

When: User needs to set up a new project
Action: Use Business Department to create project with budget and timeline

Example 3: Invoicing

User: "Create an invoice for the completed project"

When: User needs to bill a client
Action: Use Business Department to generate and send invoice

Workflows

• client-onboarding

  - New client onboarding workflow

• project-setup

  - Project creation workflow

• invoice-generation

  - Invoice creation workflow

Related Tools

• creator-mcp

  - Client and project management

• database-mcp

  - Data storage

• email-mcp

  - Client communication

• website-mcp

  - Project deliverables

Configuration

business:
  default_payment_terms: net30
  currency: USD
  tax_rate: 0.0
  invoice_prefix: INV-