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31 changes: 31 additions & 0 deletions README.md
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Expand Up @@ -189,6 +189,37 @@ The whole skill — context, decisions, build steps, integrations, checklists

To improve a skill, edit its `SKILL.md` in place. To add a new skill, create `departments/<dept>/<size>/<new-skill>/SKILL.md` following the frontmatter format used by existing files.

### Frontmatter — `agents:` and `related:` (optional, downstream-facing)

Every `SKILL.md` may declare two optional top-level frontmatter fields that downstream consumers (e.g. [erphq/lab-sites](https://github.com/erphq/lab-sites), which renders erpai.studio's skill pages) use to surface cross-references on the rendered page:

```yaml
---
name: accounts-receivable
description: This skill should be used when…
version: 1.0.0
agents: # ← optional
- collections
- reconciliation
- approvals
related: # ← optional
- accounts-payable
- general-ledger
- period-close
metadata:
author: erphq
---
```

**`agents:`** — list of agent capability slugs that work on this skill. Slugs are reusable across apps (e.g. `approvals` shows up in nearly every skill). Renderers display them as cards / chips on the skill page; if the consumer's site has per-agent pages, it cross-links.

**`related:`** — list of other skill slugs this skill commonly works with. Slugs MUST resolve to other `SKILL.md` files in this repo. Renderers use them for the "works with" cross-link grid.

Both fields are optional. Skills without them render the standard page sans those sections. As fields fill in, downstream consumers automatically pick them up.

These fields live at top level — sibling to `name:` / `description:` / `version:` — not nested under `metadata:`. The `metadata:` block holds technical facts about the file; `agents:` and `related:` describe the skill's relationships.

---

## For humans
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name: accounts-payable
description: This skill should be used when the task involves manage vendor invoices, match them to purchase orders and receipts, run payment batches, and keep supplier relationships healthy.
version: 1.0.0
agents:
related:
- general-ledger
- period-close
- procurement
- vendor-management
metadata:
author: erphq
domain: erpai.studio
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name: accounts-receivable
description: This skill should be used when the task involves send customer invoices, track who owes you money, collect payments, apply cash, and manage aging and dunning.
version: 1.0.0
agents:
- approvals
- collections
- reconciliation
related:
- accounts-payable
- general-ledger
- period-close
- tax-compliance
metadata:
author: erphq
domain: erpai.studio
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name: budgeting-forecasting
description: This skill should be used when the task involves create budgets, run variance analysis, build rolling forecasts, and model scenarios so you can plan with confidence.
version: 1.0.0
agents:
- variance-analyst
related:
- general-ledger
- period-close
- reports-dashboards
metadata:
author: erphq
domain: erpai.studio
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name: consolidation
description: This skill should be used when the task involves roll up multiple entities into one set of financial statements with intercompany eliminations, currency translation, and minority interest adjustments.
version: 1.0.0
agents:
- consolidation
- period-close
related:
- general-ledger
- period-close
- reports-dashboards
metadata:
author: erphq
domain: erpai.studio
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name: fixed-assets
description: This skill should be used when the task involves track company property and equipment, calculate depreciation, handle disposals and revaluations, and manage lease accounting.
version: 1.0.0
agents:
- period-close
related:
- accounts-payable
- general-ledger
metadata:
author: erphq
domain: erpai.studio
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name: general-ledger
description: This skill should be used when the task involves manage your chart of accounts, record journal entries, produce trial balances, and generate financial statements.
version: 1.0.0
agents:
related:
- accounts-payable
- accounts-receivable
- consolidation
- period-close
metadata:
author: erphq
domain: erpai.studio
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name: period-close
description: This skill should be used when the task involves run your month-end close efficiently — reconciliations, accruals, adjustments, and reporting on time every time.
version: 1.0.0
agents:
related:
- budgeting-forecasting
- consolidation
- general-ledger
- reports-dashboards
metadata:
author: erphq
domain: erpai.studio
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name: tax-compliance
description: This skill should be used when the task involves handle sales tax, VAT, GST, withholding tax, 1099 reporting, and statutory filings so you stay on the right side of every tax authority.
version: 1.0.0
agents:
- period-close
related:
- accounts-payable
- accounts-receivable
- general-ledger
metadata:
author: erphq
domain: erpai.studio
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name: leave-attendance
description: This skill should be used when the task involves track time, manage PTO policies, handle FMLA, schedule shifts, and manage overtime compliance.
version: 1.0.0
agents:
- approvals
related:
- payroll
metadata:
author: erphq
domain: erpai.studio
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6 changes: 6 additions & 0 deletions departments/human-resources/03-org-1k-plus/payroll/SKILL.md
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name: payroll
description: This skill should be used when the task involves calculate pay, withhold taxes, process deductions, run pay cycles, and stay compliant with wage laws.
version: 1.0.0
agents:
- approvals
related:
- general-ledger
- leave-attendance
- tax-compliance
metadata:
author: erphq
domain: erpai.studio
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name: integrations
description: This skill should be used when the task involves connect ERP•AI applications to external systems -- use when designing API connections, data syncs, middleware orchestration, and event-driven communication between enterprise platforms.
version: 1.0.0
agents:
- ap-intake
- reconciliation
related:
- security-roles
- workflow-automation
metadata:
author: erphq
domain: erpai.studio
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name: master-data-management
description: This skill should be used when the task involves design and operate master data management programs in ERP•AI -- use when establishing golden records, data stewardship, duplicate detection, data quality frameworks, and cross-system synchronization for enterprise master data.
version: 1.0.0
agents:
related:
- general-ledger
- security-roles
metadata:
author: erphq
domain: erpai.studio
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name: reports-dashboards
description: This skill should be used when the task involves designing, building, and managing enterprise reporting and analytics -- from KPI selection through dashboard layout, scheduled distribution, and data security.
version: 1.0.0
agents:
- variance-analyst
related:
- budgeting-forecasting
- consolidation
- general-ledger
metadata:
author: erphq
domain: erpai.studio
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name: security-roles
description: This skill should be used when the task involves design and implement access control, authentication, audit logging, encryption, and compliance-driven security configurations in ERP•AI -- use when defining RBAC, segregation of duties, SSO, field-level security, and regulatory controls.
version: 1.0.0
agents:
- approvals
related:
- master-data-management
- workflow-automation
metadata:
author: erphq
domain: erpai.studio
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name: workflow-automation
description: This skill should be used when the task involves design and implement business process automation in ERP•AI -- use when building approval chains, state machines, scheduled jobs, notification rules, SLA enforcement, and business rule engines.
version: 1.0.0
agents:
- approvals
- period-close
related:
- accounts-payable
- procurement
- security-roles
metadata:
author: erphq
domain: erpai.studio
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name: campaign-management
description: This skill should be used when the task involves plan marketing campaigns, segment your audience, execute across channels, track what influenced revenue, and prove ROI.
version: 1.0.0
agents:
- lead-scoring
related:
- customer-360
- lead-management
metadata:
author: erphq
domain: erpai.studio
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5 changes: 5 additions & 0 deletions departments/sales-crm/03-org-1k-plus/commissions/SKILL.md
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name: commissions
description: This skill should be used when the task involves design commission plans, calculate payouts with accelerators and clawbacks, handle split credits, and pay your sales team accurately and on time.
version: 1.0.0
agents:
- commission-statement
related:
- contracts-renewals
- pipeline-forecasting
metadata:
author: erphq
domain: erpai.studio
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name: contracts-renewals
description: This skill should be used when the task involves manage contract creation, track renewal dates, handle amendments, process auto-renewals, and make sure revenue doesn't walk out the door.
version: 1.0.0
agents:
- deal-coach
- renewals
related:
- commissions
- customer-360
- pipeline-forecasting
- quoting-cpq
metadata:
author: erphq
domain: erpai.studio
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9 changes: 9 additions & 0 deletions departments/sales-crm/03-org-1k-plus/customer-360/SKILL.md
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name: customer-360
description: This skill should be used when the task involves build a unified view of every customer — their history, health, spending patterns, and signals for cross-sell and upsell opportunities.
version: 1.0.0
agents:
- deal-coach
- lead-scoring
- renewals
related:
- commissions
- contracts-renewals
- lead-management
- pipeline-forecasting
metadata:
author: erphq
domain: erpai.studio
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9 changes: 9 additions & 0 deletions departments/sales-crm/03-org-1k-plus/lead-management/SKILL.md
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name: lead-management
description: This skill should be used when the task involves capture leads from every source, score them, route them to the right rep, nurture the ones not ready to buy, and track what converts.
version: 1.0.0
agents:
- approvals
- deal-coach
- lead-scoring
related:
- campaign-management
- customer-360
- pipeline-forecasting
- territory-management
metadata:
author: erphq
domain: erpai.studio
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name: pipeline-forecasting
description: This skill should be used when the task involves track deals through stages, weight them by probability, build reliable revenue forecasts, and hold reps accountable to their numbers.
version: 1.0.0
agents:
- deal-coach
- forecast
related:
- commissions
- contracts-renewals
- lead-management
- quoting-cpq
metadata:
author: erphq
domain: erpai.studio
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8 changes: 8 additions & 0 deletions departments/sales-crm/03-org-1k-plus/quoting-cpq/SKILL.md
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name: quoting-cpq
description: This skill should be used when the task involves configure products, calculate pricing with discounts and bundles, get approvals, and generate professional proposals that close deals.
version: 1.0.0
agents:
- approvals
- quote-approval
related:
- commissions
- contracts-renewals
- customer-360
- pipeline-forecasting
metadata:
author: erphq
domain: erpai.studio
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name: territory-management
description: This skill should be used when the task involves design sales territories, assign accounts to reps, allocate quotas fairly, and rebalance when things get lopsided.
version: 1.0.0
agents:
- territory-realignment
related:
- commissions
- lead-management
- pipeline-forecasting
metadata:
author: erphq
domain: erpai.studio
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name: demand-planning
description: This skill should be used when the task involves how to predict what customers will need so you can have the right stuff ready at the right time.
version: 1.0.0
agents:
related:
- inventory
- procurement
- production-planning
metadata:
author: erphq
domain: erpai.studio
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6 changes: 6 additions & 0 deletions departments/supply-chain/03-org-1k-plus/inventory/SKILL.md
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name: inventory
description: This skill should be used when the task involves how to track what you have, where it is, and when to order more.
version: 1.0.0
agents:
related:
- demand-planning
- procurement
- production-planning
- warehouse
metadata:
author: erphq
domain: erpai.studio
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4 changes: 4 additions & 0 deletions departments/supply-chain/03-org-1k-plus/logistics/SKILL.md
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name: logistics
description: This skill should be used when the task involves how to move products from point A to point B efficiently, affordably, and on time.
version: 1.0.0
agents:
related:
- accounts-receivable
- warehouse
metadata:
author: erphq
domain: erpai.studio
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6 changes: 6 additions & 0 deletions departments/supply-chain/03-org-1k-plus/procurement/SKILL.md
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name: procurement
description: This skill should be used when the task involves how to buy things your company needs — from requesting items to paying for them.
version: 1.0.0
agents:
related:
- accounts-payable
- inventory
- production-planning
- vendor-management
metadata:
author: erphq
domain: erpai.studio
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