Skill Claude CodeCodex
Retrieve recent transaction history for a customer account with filtering, search, and export — uses Faker for simulated data.
not rated 24
+3 3d ago A 24 tokens
24Stars on the repository
61Mods indexed here, across every type
3d agoLast push, which is what freshness is scored on
noneNo LICENSE: all rights reserved, so bodies are not copied
Skill Claude CodeCodex
Render a printable single-account brief PDF — snapshot, pipeline, contacts, recent activity, risks, suggested next steps — ready for the QBR prep folder.
not rated 24
+3 3d ago A 36 tokens
Skill Claude CodeCodex
Produce a single-account briefing — snapshot, pipeline, contacts, recent activity, and risks — by stitching together multiple Salesforce tool calls.
not rated 24
+3 3d ago A 30 tokens
Skill Claude CodeCodex
Summarise recent activities (calls, meetings, emails) logged against an account.
not rated 24
+3 3d ago A 20 tokens
Skill Claude CodeCodex
Identify accounts that need attention — Red health, slipping renewals, open P1 cases, competitive losses.
not rated 24
+3 3d ago A 25 tokens
Skill Claude CodeCodex
Look up the contact map for an account — who's who, primary contact, roles (Economic Buyer / Champion / etc.).
not rated 24
+3 3d ago A 30 tokens
log-activity
55Skill Claude CodeCodex
Log a new activity (call, meeting, email, task, note) on a Salesforce account timeline — draft first, confirm with the user, then write.
not rated 24
+3 3d ago A 35 tokens
Skill Claude CodeCodex
List and filter opportunities — by rep, stage, account, or close window — to answer pipeline-review questions.
not rated 24
+3 3d ago A 26 tokens
Skill Claude CodeCodex
Look up the Kratos sales playbook — discount thresholds, MEDDIC qualification, forecast hygiene, deal-desk approval matrix, and competitive positioning.
not rated 24
+3 3d ago A 34 tokens
Skill Claude CodeCodex
Create polished PDF reports for private banking and wealth management — portfolio reviews, market outlooks, investment proposals, risk assessments, and CIO publications. Uses a navy-and-gold theme with serif typography, KPI cards, risk badges, and inline SVG charts (pie, donut, bar, line). Use when: (1) generating…
not rated 24
+3 3d ago A 159 tokens
Skill Claude CodeCodex
Analyze investment portfolios with performance metrics, risk assessment, and allocation breakdowns — integrates with CRM client data.
not rated 24
+3 3d ago A 23 tokens
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