Claude Skills by evolution-foundation

Retrieve messages from Discord channels via the Discord API. Use this skill when the user wants to read, search, or analyze messages from a Discord channel.

List all channels in a Discord guild/server via the Discord API. Use this skill when the user wants to see all channels, find specific channels, or audit server structure.

Manage and update Discord channels via the Discord API. Use this skill when the user wants to modify channel properties, update names/topics, change permissions, or delete channels.

Send messages to Discord channels via the Discord API. Use this skill when the user wants to send text messages, notifications, or formatted content to a Discord channel.

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blockers, or sequencing close activities by day.

Daily financial pulse — queries Stripe (MRR, charges, churn, failures), Omie (accounts payable/receivable, invoices) and Evo Academy (courses, subscriptions, Summit tickets) to generate an HTML snapshot of the company's financial health. Trigger when user says 'financial pulse', 'financial snapshot', or 'financial metrics'.

Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison and variance analysis. Use when preparing a monthly or quarterly P&L, closing the books and need to flag material variances, comparing actuals to budget, building a financial summary for leadership review, or looking up GAAP presentation requirements and period-end adjustments.

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals (AP, payroll, prepaid), recording depreciation or amortization, posting revenue recognition or deferred revenue adjustments, or documenting an entry for audit review.

Monthly close kickoff — initiates the month-end closing process with a checklist, simplified P&L (Stripe + Omie + Evo Academy), pending reconciliations, receivables, payables, and action items for the finance team. Trigger when user says 'monthly close', 'start closing', 'closing kickoff', or on the 1st of each month.

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual SOX 404 testing, pulling a sample for a control (revenue, P2P, ITGC, close), building a testing workpaper template, or evaluating and classifying a control deficiency.

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue or expense variances, or preparing variance commentary for leadership.

Weekly financial report — consolidates Stripe, Omie and Evo Academy data for the week: revenue (courses, subscriptions, tickets), expenses, cash flow projection, overdue accounts, and variance analysis. Trigger when user says 'financial weekly', 'weekly financial report', or 'financial summary of the week'.

Review calendar agenda, find available meeting slots, and schedule events. Displays today's or week's schedule, suggests meeting times based on availability, creates calendar events with explicit user confirmation. Use when user mentions calendar, schedule, meetings, or availability. Never creates or modifies events without confirmation.

Draft email replies and compose new messages. Given email ID(s) or message context, generate professional email drafts in user's preferred tone. Offers multiple variants (concise, warmer) and includes assumptions/questions for confirmation. Use when user wants to reply to emails, compose new messages, or needs help with email writing. Does NOT send emails.

Send email messages with explicit user confirmation. Requires the exact confirmation string "YES, SEND" before executing send operations. Logs all sends to audit trail. Use ONLY when user explicitly confirms they want to send an email, never auto-invoke. This is a critical write operation requiring human approval.

Triage and prioritize inbox emails. Summarize unread messages, classify by urgency and category, propose actions (reply, archive, schedule, create task). Use when user wants to review inbox, process unread emails, or needs help prioritizing messages. Outputs structured summary with top priorities and suggested next actions.

Track follow-ups from sent emails, detect stale threads, and generate reminder drafts. Maintains local store of pending follow-ups with nudge dates. Identifies emails awaiting responses and suggests gentle reminder messages. Use when user wants to track responses, follow up on sent emails, or review what's waiting for replies. Requires confirmation before updating follow-up store.

Create, manage, and prioritize tasks and todo items. Convert emails to tasks, set priorities (P0-P3) and categories (Work/Personal/Errands/Admin), review daily priorities, track blocked and overdue tasks. Use when user mentions tasks, todos, action items, or wants to convert emails to tasks. Requires confirmation before creating or deleting tasks.

Analisa remuneração — benchmarking, posicionamento em faixas e modelagem de equity. Use quando precisar saber quanto pagar por um cargo, avaliar se uma oferta é competitiva, modelar uma concessão de equity, ou identificar outliers e riscos de retenção no time. Gatilhos: "quanto pagar a um [cargo]", "essa oferta é competitiva", "benchmark salarial".

Rascunha uma carta/proposta de oferta com detalhes de remuneração e termos. Use quando um candidato está pronto para receber uma oferta, ao montar o pacote de remuneração total (base, equity, bônus de assinatura), ao escrever o texto da proposta, ou ao preparar orientações de negociação para o hiring manager.

Cria planos de entrevista estruturados com perguntas baseadas em competências e scorecards. Use quando preparando entrevistas de candidatos para a Evolution. Gatilhos: "plano de entrevista para", "perguntas de entrevista para", "como devemos entrevistar", "scorecard para", "preparar entrevista".

Gera checklist de onboarding e plano da primeira semana para um novo colaborador da Evolution. Use quando alguém tem data de início chegando, ao montar a lista de tarefas pré-start (contas, equipamento, buddy), ao agendar o Dia 1 e a Semana 1, ou ao definir metas de 30/60/90 dias para um novo membro do time.

Planejamento de headcount, design organizacional e otimização de estrutura de times. Use quando precisar de planejamento de org, plano de headcount, estrutura de times, reorganização, próximas contratações prioritárias, ou ao pensar em tamanho de time, linhas de reporte e design organizacional.

Gera relatórios de headcount, attrition, diversidade ou saúde organizacional. Use ao preparar snapshot de headcount para liderança, analisar tendências de turnover por time, preparar métricas de representatividade, ou avaliar span of control e flight risk no time.

Estrutura uma avaliação de desempenho com auto-avaliação, template de gestor e prep para calibração. Use quando a temporada de reviews começa, ao escrever a avaliação de um liderado, ao preparar distribuição de ratings e casos de promoção, ou ao transformar feedback vago em exemplos comportamentais específicos.

Encontra e explica políticas da empresa em linguagem simples. Use quando alguém perguntar sobre férias, home office, despesas, benefícios, ou qualquer questão sobre regras e procedimentos internos. Gatilhos: "qual é a política de férias", "posso trabalhar de outro estado", "como funciona reembolso de despesas", "como funciona o benefício X".

Acompanha e gerencia as etapas do pipeline de recrutamento da Evolution. Use quando precisar de atualização do pipeline, status de candidatos, métricas de hiring, ou ao discutir sourcing, triagem, entrevistas ou envio de ofertas. Gatilhos: "atualização do recrutamento", "pipeline de candidatos", "quantos candidatos", "status do hiring".

Welcome and onboard new EvoNexus users — introduce agents, skills, routines, and the dashboard. Triggers when the user says 'get started', 'how do I use this', 'what can you do', 'help me get started', 'onboarding', 'show me around', 'what agents do I have', 'how does this work', 'first time here', or seems unfamiliar with the workspace. Also trigger when the user opens Claude Code in an EvoNexus workspace for the first time.

Asaas payment platform integration via API v3. Manage payments (Pix, boleto, credit card), customers, subscriptions, transfers, balance, and marketplace subaccounts. Use when users ask about payment collection, billing automation, Pix, boleto, subscriptions, or financial transfers via Asaas. Integração Asaas: cobranças, clientes, assinaturas, Pix, boleto.

Bling ERP integration via API v3. Manage products, sales orders, contacts, fiscal invoices (NF-e), and stock. Use when users ask about ERP data, products, orders, contacts, invoices, or inventory from Bling. Integração com ERP Bling: produtos, pedidos, contatos, NF-e, estoque.

Query and manage Evo AI CRM data via REST API. Use when you need to list/search contacts, conversations, messages, inboxes, pipelines (with stages and items), or labels. Supports filtering, pagination, creating/updating/deleting resources. Calls the CRM API directly with no third-party proxy.

Manage WhatsApp instances and send messages via the Evolution API. Use when you need to list/create/connect instances, send messages (text, media, location, contact, buttons, lists, polls), query chats/contacts, manage groups, or configure webhooks. Calls the Evolution API REST endpoints directly.

Manage Evolution Go instances and send WhatsApp messages via the Evolution Go REST API. Use when you need to list/create/connect instances, send messages (text, media, location, contact, link, sticker, poll), react/edit/delete messages, check connection status, or get QR codes. Calls the Evolution Go server directly with no third-party proxy.

Search, retrieve, and summarize Fathom meeting recordings — transcripts, summaries, action items, and team info. Use this skill whenever the user mentions meetings, calls, recordings, meeting notes, transcripts, action items, follow-ups from calls, or anything related to Fathom. Also trigger on "o que foi discutido na reuniao", "resumo da call", "quem participou", "proximos passos da reuniao", "meeting recap", or any reference to past conversations/calls that might be recorded.

Review GitHub repos — open PRs, community issues, stars/forks, releases, contributors. Use when user says 'check github', 'github review', 'repo status', 'open PRs', 'github issues', 'repository status', or any reference to checking GitHub repos status.

Query Instagram Graph API — profile stats, recent posts, engagement, insights. Supports multi-account (OAuth via Social Auth App). Use when user asks about Instagram metrics, followers, posts, engagement, or any reference to Instagram analytics.

Review Linear projects — check issues in review, blockers, stale items, sprint progress, and assigned tasks. Use when user says 'check linear', 'linear review', 'sprint status', 'issues in review', 'project status', 'what is blocked', or any reference to checking project/issue status in Linear.

Query LinkedIn API — profile info, posts (when approved), org stats. Supports multi-account via OAuth. Use when user asks about LinkedIn metrics, LinkedIn profile, LinkedIn posts, or any reference to LinkedIn analytics.

Omie ERP integration via API. Manage clients, products, orders, invoices (NF-e), financials (accounts receivable/payable), and stock. Use when users ask about ERP data, financials, orders, invoices, stock, or clients from Omie. Also handles webhooks for real-time events.

Query and manage Stripe data via the Stripe API. Use when you need to list charges, customers, invoices, subscriptions, payment intents, refunds, products, or prices. Supports filtering, pagination, and creating/updating customers and refunds. Calls api.stripe.com directly with no third-party proxy.

Sync meetings from Fathom — fetch new recordings, save JSON, generate transcripts and summaries, update indexes. Use when user says 'sync meetings', 'sync fathom', 'update meetings', 'sync calls', or similar.

Send, reply, react, and edit Telegram messages via MCP. Use whenever the user wants to send a message on Telegram, reply to someone on Telegram, react to a Telegram message, edit a sent message, or download an attachment from Telegram. Also trigger when messages arrive from Telegram (channel tags with chat_id), when the user says 'manda no telegram', 'responde no telegram', 'envia mensagem', 'reage com', or references any Telegram chat or group.

Manage tasks and projects in Todoist. Use when user asks about tasks, to-dos, reminders, or productivity.

Query YouTube Data API v3 — channel stats, recent videos, top videos, comments. Supports multi-account (OAuth or API Key). Use when user asks about YouTube metrics, YouTube channel, subscribers, views, videos, engagement, or any reference to YouTube analytics.

Administrative operations on the Knowledge base: connect new pgvector servers, check health, view stats, export data, install parser models. Use when the user wants to configure/monitor the system ('connect a new pgvector', 'status of connections', 'how many docs do we have', 'export backup of space X', 'install Marker models').

List and filter documents and units in the Knowledge base. Use when the user wants to see what is indexed ('what's in space X', 'list the last 10 indexed docs', 'which documents have error status', 'show Academy units').

Upload a file (PDF, DOCX, PPTX, XLSX, HTML, EPUB, image) or URL to the Knowledge base. Triggers Marker parsing, chunking, embedding, and async classification. Use when the user says 'index this PDF', 'add this URL to the knowledge base', 'upload these files to Academy', or pastes a file path/URL with ingestion intent.