agent-crm: Skill for Claude Code

Orient yourself first

npm run crm -- app inspect --json

Read valid, then problems[], then limitations[], in that order. Every problem is fixed or reported before anything is built on top of it, and every limitation is a hard boundary on what you may claim. Then read packages[], capabilities[], resources[], actions[], policies[] and providers[]: that list is what exists. A capability absent from the report does not exist, whatever a record name, a label or a document suggests.

If the repository documents this skill names are absent, you are in a project built from this framework rather than in the framework itself. The inspection report is then the source of truth and those documents are optional background — do not guess at their contents, and do not assume a path exists because this skill names it.

Background, where they exist: ARCHITECTURE.md, DECISIONS.md (ADR-016) and docs/COMMERCIAL_OPERATIONS.md. They are the deeper source for the rules below, not a prerequisite for them — the rules stand on their own.

Integrate a catalog provider

1. Define it code-first: { name, version, label, config, async fetchCatalog(input, ctx) } returning { sourceRef?, priceBooks[], products[], offers[] }. An offer is the sellable package: { sourceKey, priceBookSourceKey, productSourceKey, name, active, externalOfferId?, components[] }. A component is { sourceKey, label, chargeType: 'one_time'|'recurring', pricingModel: 'flat_fee'|'per_unit'|'volume'|'graduated', interval?, intervalCount?, unitAmountCents? (per_unit), flatAmountCents? (flat_fee), tiers? (volume/graduated), externalPriceId?, sourcePricingModel? }. Tiers are ordered { upTo (inclusive, null on the final open-ended tier), unitAmountCents, flatAmountCents? }. Out-of-contract output is refused (PROVIDER_INVALID) — never loosen the normalizer.
2. Never flatten a provider model. Map Stripe one_time/recurring and tiers_mode volume/graduated, and Zuora one-time/recurring with Volume and Tiered/Cumulative pricing, onto the four supported models and keep sourcePricingModel + external ids. For anything unsupported (metered usage, overage, proration, ramps, minimums, attribute-based pricing), mark the component unsupportedModel: '<name>' — the offer persists quoteEligible: false with a reason and is refused for quoting. Approximating it as a flat price is a defect.
3. Register it in the composition: pass it to createCommercialDomain({ catalogProviders: [...] }) in packages/domains/generated/index.js (static import — the composition file is the only place a project names its packages).
4. The provider is called outside the write transaction under a bounded timeout. Never add DB writes to a provider.
5. Sync is idempotent by source key + declared source fingerprint: unchanged data must produce no writes/audits/events; changed data must create a new product version or whole-offer revision (with fresh component and tier rows), never an in-place edit. Historical and quoted evidence is immutable.
6. Test failure paths with a deterministic fixture (outage → PROVIDER_FAILED, hang → PROVIDER_TIMEOUT, bad shapes → PROVIDER_INVALID): no partial catalog, honest failed trace.
7. Real Stripe/Zuora/ERP adapters need human-approved credentials and are out of scope until then; do not claim full Stripe or Zuora support.