account-plan

account-plan is a skill for Claude Code, Codex from davekilleen/Dex. It costs 9 tokens per session (3,279 once invoked), scanned A, original, MIT.

A document for creating or updating a strategic plan for a customer account.

In plain words
What is it for?
Use it to plan how to manage an important customer relationship and update that plan over time.
Why use it?
It keeps important account context and next steps organised in one plan.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one. Also seen: reads .claude/ paths; installed under .agents/ (shared by several agents).

Good fit Use it to plan how to manage an important customer relationship and update that plan over time.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/davekilleen/dex/account-plan
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add davekilleen/Dex --skill account-plan
Clone the repo
git clone --depth 1 https://github.com/davekilleen/Dex

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for account-plan

README.md
[![agentmods](https://agentmods.dev/badge/skills/davekilleen/dex/account-plan/github.svg)](https://agentmods.dev/skills/davekilleen/dex/account-plan)
Your own site
<a href="https://agentmods.dev/skills/davekilleen/dex/account-plan"><img src="https://agentmods.dev/badge/skills/davekilleen/dex/account-plan/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for account-plan

Your own site · 80×15
<a href="https://agentmods.dev/skills/davekilleen/dex/account-plan"><img src="https://agentmods.dev/badge/skills/davekilleen/dex/account-plan.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 9 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,279 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00009 $0.03279
Opus 5.5 $0.00004 $0.01312
Sonnet 5.5 $0.00002 $0.00656
Haiku 4.5 $0.00001 $0.00328

Measured 1mo ago against content hash 5bcb5cc51315, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

account-plan scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.agents/skills/_available/sales/account-plan/SKILL.md · 474 lines

How it starts

The opening of the file, as written. The whole thing — 474 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Purpose

Create a comprehensive strategic account plan by gathering all context on an account and structuring it into a clear growth and relationship strategy.

Usage

  • /account-plan [account-name] - Create or update account plan for specific company

Method

Define the account, planning horizon, authorized owner, and as-of time before searching. Build a source ledger across company, person, meeting, deal, and prior plan records; deduplicate copied facts while retaining every source ID and source date. Classify each material item as observed, customer-stated, inferred, contradictory, stale, or unknown. Only then map stakeholders, current state, opportunities, risks, and possible actions. Keep recommendations separate from the account owner's decisions, and never convert a suggested action into a task or saved plan without the controlled-write sequence below.

Output contract

Return the scope and coverage first, followed by the source ledger, known account facts, unresolved contradictions and unknowns, stakeholder map, evidence-backed opportunities and risks, and recommendations awaiting human decision. Any count or total must name its denominator and excluded unknown values. End with a save status of not requested, awaiting confirmation, verified from read-back, or failed, plus the exact path and receipt when a confirmed write occurred. Never describe an unverified draft as the current account plan.

Evidence, authority, and recovery

Treat the account plan as a decision aid, not as a source of truth. Set an as-of timestamp when gathering context. Add per-field provenance to every material fact or claim: the source path or record, the source date (the date of the event or assertion, or undated), and the as-of time when it was read. Do not silently use a file modified date as the event date. A compact notation is: Annual value: £... (source: 04-Projects/..., source date: 2026-08-01, as-of: 2026-08-12T10:30Z).

Read the full file on GitHub · 474 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago First seen · 474 lines · 9 tokens per session scan A 5bcb5cc51315

Subscribe to this mod's changes

account-plan is a skill published in the GitHub repository davekilleen/Dex (508 stars, last pushed yesterday), licensed MIT. It adds 9 tokens to every session and 3,279 once invoked, about $0.0000 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-02.

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