Process Doc

Ticket Deflector

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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Tax Season Organizer

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Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."

Tax Prep

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Prepares tax materials from closed books: a quarterly estimated payment breakdown or a year-end 1099-NEC list and accountant packet.

Smb Onboard

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Guides a small-business owner through first-time setup: connecting tools, running a value-proof recipe, capturing business context, and setting a weekly…

Smb Router

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Routes a small-business owner's request to the right plugin skill or command and explains what is available.

Month End Prep

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Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

Value Creation Plan

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Structures post-acquisition value creation plans with revenue, cost and operational levers mapped to an EBITDA bridge.

Swap Curve Strategy

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Analyzes interest rate swap curves, swap spreads, real rates and curve trade ideas using MCP pricing tools.

Deal Sourcing

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Guides a private equity deal sourcing pipeline: find target companies, check CRM history, and draft founder outreach emails.

Unit Economics

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Analyzes unit economics for private equity targets: ARR cohorts, LTV/CAC, net retention, payback and margin waterfall.

Option Vol Analysis

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Analyzes option volatility by combining vol surfaces, option pricing with Greeks, and historical prices to compare implied and realized vol.

Dd Meeting Prep

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Prepares question lists, benchmarks and red flags for due diligence meetings such as management presentations and expert calls.