Business & Operations

Design or review CLIs so both coding agents and humans can use them reliably: dual-audience output, non-interactive paths, layered help, machine-readable data, predictable flags, safe mutations, and actionable errors. Use when building a CLI, adding commands, writing --help, or when the user mentions agents, terminals, automation-friendly CLIs, JSON output, or headless usage.

**Date**: 2026-04-15 **Machine**: mac **Status**: Success

**Date**: 2026-02-07 **Machine**: mac **Status**: Complete

Data-driven backlog prioritization using WSJF, RICE, value/effort matrix, and dependency analysis.

For each modified function, find or create its test, run it, and update it only if the function contract changed intentionally. Never silently adjust tests to make failures disappear.

Identify, classify, and score project risks with mitigation strategies. Use at project kickoff, before major milestones, or when new risks emerge.

Assess change impact across people, process, and technology dimensions. Use before major changes, migrations, or new feature rollouts to understand the blast radius.

Design stakeholder communication plans for change initiatives, releases, and incidents. Use when coordinating announcements, managing expectations, or planning rollout communications.

Decompose client requests into real needs, challenge assumptions, protect scope and IP.

Communicate with the local stateful agent system via the GitHub relay. Use this skill when the user wants to interact with their local machine remotely — reading memory files, running shell commands, or delegating tasks to the local Claude Desktop agent. Triggers include phrases like: "on my local machine", "check my local files", "run this on my home computer", "ask my local Claude", "read my memory files", "what's in my core memory", "what's on my home machine", "run this locally". Requires...

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 - Class Level Permissions), set up access control, deactivate employees, reset passwords, or create portal users. Also use when the user mentions: משתמש חדש, הוספת משתמש, יצירת משתמש...

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 records, auto-update related records, send notifications, call webhooks, or run server-side code. Also use when troubleshooting existing triggers or when the user mentions: טריגר, ...

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 reports. Use whenever a customer wants deadlines for case handling, SLA in days/hours, per-status SLA progress on the case card, escalation alerts before/after breach, SLA reports...

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 like: 'שנה מכירה לפרויקט', 'rename sales to projects', 'התאמת מונחים', 'שינוי שמות ישויות', 'the customer calls sales projects', 'העמותה קוראת ללקוחות משתתפים'. Also use when a c...

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, add section headers, add related data tables to a card, improve page layout, or fix poorly structured pages. Also use when the user mentions: דף כרטיס, עיצוב דף, בניית דף, עריכת...

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 (ריטיינר, הוראות קבע), hosted payment pages and embeddable payment buttons, document email dispatch, Israeli-compliance hookups (חשבונית ישראל, מבנה אחיד), ending with a verificati...

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_<purpose>_Pointer_<TargetTable>`) so the runtime renders it as a true `<select multiple>` driven by Select2 without any custom JS. Use this skill whenever the customer wants a multi-select field, checklist-style field, tags field, multi-pick dropdown, or any field that should store an array of pointer obj...

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, dashboards, reports, triggers, form rules, permissions, terminology, quote templates, portals), API/MCP tool parameters, known limitations, or the implementation methodology (dis...

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 (חוקי טופס) of the build work plan. Triggers: 'שדה חובה רק כשסטטוס = X', 'תסתיר את השדה עד שנבחר סוג', 'תנעל את הכרטיס אחרי סגירה', 'ערך ברירת מחדל בטופס', 'הצג הודעת אזהרה בטופס',...

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 analysis, 'מה המערכת יודעת לעשות מתוך הדרישות', סיווג דרישות, scope decision, הערכת היקף לדרישות, או כשיש req-register.csv שצריך לסווג. Classification uses the evidence-backed capa...

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 MyChat/WhatsApp conversations (channels → conversations → messages). Triggers on phrases like 'תעלה קובץ', 'תקים מכירות', 'תפתח לידים', 'file import', 'העלאת נתונים', 'הקמת מכירות מקובץ'...

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 rating, smiley feedback, NPS-style score, or 'send the customer a survey when we close the ticket': סקר שביעות רצון, משוב לקוח, דירוג שירות, סמיילים במייל, דירוג בסגירת פנייה, שאלון ש...

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 queries, sales summary, leads report, cases breakdown, filtered table view, data export/CSV, cross-tab analysis, or any kind of data slicing/dicing in MyBusiness CRM. Trigger for both ...

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 <Entity>Statuses / <Entity>Types / <Entity>Priorities) with inline add / edit / delete, matching the built-in System-Tables-Task-Statuses / System-Tables-Sale-Statuses pages. Use this skill whenever the user wants an admin/settings screen where users (usually Admins) can add and edit the option values of a custom lookup table...