AviMYB

AviMYB/mybusiness-plugins

Plugin Claude Code

Official MyBusiness CRM plugins for AI agents.

AviMYB/mybusiness-plugins

Plugin Claude Code

MyBusiness CRM implementation toolkit: a bundled MCP connection to your own CRM (Application Id + an API key you generate yourself) + product knowledge base + no-code implementation skills (entities, pages, table views, dashboards, reports, triggers, form rules, users & permissions, terminology, price quotes, data…

AviMYB/mybusiness-plugins

MCP server Claude CodeCodexCursor +2

MCP server "MyBusiness", hosted remotely at mcp.mbapps.co.il, as configured in AviMYB/mybusiness-plugins.

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create a complete new custom entity (module) in MyBusiness CRM -- tables, fields, sample data, list page with inline edit, custom JS, and menu integration. Use this skill whenever the user wants to create a new entity, new module, new object type, add a new business concept to the CRM, or build a full CRUD workflow…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create a 'System-Tables'-style settings/admin page in MyBusiness CRM for managing the values of a lookup/status table (e.g. SupplierStatuses, ProjectStatuses, any custom Statuses / Types / Priorities) with inline add / edit / delete, matching the built-in System-Tables-Task-Statuses / System-Tables-Sale-Statuses…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create and manage reports and queries in MyBusiness CRM. Use this skill whenever the user wants to create a report, build a query, set up a dashboard view, add a data view to a page, create an aggregated/pivot report, or configure scheduled report delivery. Also use when the user mentions: reports page, dynamic…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Build a post-case satisfaction survey (CSAT) in a MyBusiness CRM tenant — a one-click rating from the closing email that lands on the case itself, a negative rating that becomes actual work, and a score wired into a report the manager already reads. Use whenever a customer asks for a satisfaction survey, service…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create, modify, and maintain analytical dashboards in MyBusiness CRM. Invoke whenever the user wants to build a dashboard for any entity (Sales, Leads, Cases, custom entities), redesign one, add KPI counters, charts (Bar/Line/Pie/Doughnut) or embedded data tables to a dashboard page, integrate it into the CRM…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Bulk import data (leads, sales, accounts) into MyBusiness CRM from Excel/CSV files, AND generate synthetic/sample/demo data programmatically. Use this skill whenever the user uploads a file (Excel, CSV, XLSX) and asks to create records, OR asks to seed synthetic/demo data into CRM tables — including realistic…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Run a Fit-Gap analysis for a MyBusiness CRM customer - classify every requirement from the discovery document against actual product capabilities and produce a branded Hebrew HTML report + machine-readable workbook. Use after business discovery (אפיון) when the user asks for - fit gap, ניתוח פערים, ניתוח התאמה, gap…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Configure form rules (חוקי טופס) on MyBusiness CRM form/card pages — conditional hide/show, conditional required, readonly/lock, fixed/dynamic values, formulas, validation messages, URL-prefill. Form rules have NO admin UI — MCP is the only authoring path — so invoke this skill for ANY form-rule request and for WP7…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Zero to connected: open a MyBusiness CRM trial, log in for the first time, and connect this plugin to YOUR system in either supported way — signing in with your CRM user (permission-aware) or application credentials (Application Id + API key from the builder environment). Proves the connection is live, says which…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

MyBusiness CRM product knowledge base (librarian). Use whenever you need authoritative product facts - 'can MyBusiness do X?', capability/fit-gap classification, module behavior (CRM core, MyBooks, MyCampaigns, MyChat, MyCollege, TimeSheet), data model and field conventions, customization grammar (pages, table views…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create a working multi-select (multi-pick) field in MyBusiness CRM that lets users choose multiple values from a lookup table. The field uses Simbla's special name-pattern convention (array Pointer ) so the runtime renders it as a true driven by Select2 without any custom JS. Use this skill whenever the customer wants…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Set up and verify the MyBooks billing module (מודול חשבוניות והנהלת חשבונות) for a MyBusiness CRM customer — business identity and VAT settings, document types and numbering sequences including legacy-sequence continuation (המשך רצף ממערכת קודמת), credit-clearing setup (Upay/Pelecard), retainers / recurring charges…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create, redesign, and edit record card pages (form pages) in MyBusiness CRM. Use this skill whenever a customer wants to build a new card page for any entity (Account, Sale, Case, Task, Contact, or any custom table), redesign an existing card page, add sections or fields to a page, organize fields into logical groups…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Build, edit, and embed table-view UI elements (data-table, dynamic-data-table, simbla-table) on MyBusiness CRM pages. Invoke whenever a user wants to touch ANY table on a page — add/remove/reorder columns, change filters/sort/paging, switch edit mode (inline/modal/sidebar), Excel export, multi-row edit, summary/totals…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Configure parent/child (cascading) Pointer fields in MyBusiness CRM so a child dropdown shows only the values matching a parent dropdown's current selection on the same form. Uses Simbla's native Define Parent / subclassDepend convention — no custom JavaScript. Use this skill whenever the customer wants…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

יצירה ועריכה של תבניות הצעות מחיר (PDF Templates) במערכת MyBusiness CRM. השתמש בסקיל זה בכל פעם שלקוח רוצה: ליצור תבנית הצעת מחיר חדשה (branded quote template); לעצב מחדש תבנית קיימת עם לוגו, צבעי מותג ומבנה עמודות; לשכפל תבנית ולהתאים אותה לקהל/מוצר שונה (למשל מותג א' → מותג ב'); לפתור בעיות בתבנית קיימת (לוגו קטן…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Rename CRM entity terms to match a customer's domain language in MyBusiness CRM. Use this skill whenever a customer needs to change how entities are labeled - for example renaming 'מכירה' (Sale) to 'פרויקט' (Project), 'לקוח' (Account) to 'משתתף' (Participant), or 'פנייה' (Case) to 'קריאה' (Call). Triggers on requests…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Configure and operate the SLA mechanism for the Cases module in MyBusiness CRM — terminology, case states, working hours / Israeli holidays / special dates, SLA targets, triggers that populate SLA fields, per-status SLA tracking table with a Case-card widget, scheduled escalation triggers, and the three standard SLA…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create a timestamp (date) field in MyBusiness CRM that automatically records when a specific field is set or changed. Use this skill whenever a customer wants to document/log/track when a field was changed, record the date of a status change, timestamp when an owner was assigned, track when a field was first set…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Create, configure, and manage triggers (automations) in MyBusiness CRM using MCP tools. Use this skill whenever a customer wants to set up automations, create triggers, configure automatic actions on record create/update, schedule time-based triggers, send automatic emails/SMS/WhatsApp on status change, auto-create…

AviMYB/mybusiness-plugins

Skill Claude CodeCodex

Manage users, roles, packages and table permissions in MyBusiness CRM. Use this skill whenever a customer wants to create/update users, assign packages (Business, Enterprise, etc.), onboard or offboard staff, manage user permissions, create custom roles, add or remove users from roles, configure table access (CLP …