paxus-skills

Paxus Skills

The org-wide skills library for the Paxus CPA team. This repo is the single source of truth — Cowork syncs skills directly from here, so everyone on the team runs the same reviewed skills, and updates arrive automatically.

The model in one line: skills are the engine, client data is the fuel. Skills live here and work for any client; client-specific SOPs and data live in the firm's Google Drive, never in this repo. See docs/context-model.md.

What's in the library

• /onboard-client — bring a new client into your AI workflow. Creates a standard folder structure at ~/paxus-ai/clients/{client}/ with CLAUDE.md, STATUS.md, and project-ready subfolders. Optionally scaffolds your first project at the end.
• /onboard-project — scaffold a new project inside an existing client. Creates projects/{project}/ with the project's own CLAUDE.md, STATUS.md, and standard subfolders (inputs/, deliverables/, notes/).

More skills are added through the workflow-mapping process — see CONTRIBUTING.md.

How to get the skills (Cowork — recommended)

Cowork syncs this repo as a skills marketplace. Add it once and every skill on main appears for you; future updates pull automatically.

/plugin marketplace add BenaliHQ/paxus-skills

Then enable the paxus-skills plugin when prompted. That's it — no zip files, no terminal, no per-skill install. When a new skill is merged to main, you get it on the next sync.

How updates work

You never edit skills inside the app, and you never click "Share with organization." When a skill is improved, it's merged into main here and Cowork pulls the update automatically. Updates just arrive.

How to add or change a skill

Everything flows through a Pull Request so a reviewer sees it before the team does. The full process (no coding required) is in CONTRIBUTING.md. In short: branch → edit skill → open PR → reviewer tests & approves → merge → Cowork auto-pulls.

Manual install (fallback — only if not using Cowork sync)

If you're not yet on the Cowork marketplace sync, you can still install the two skills directly. Open Claude Code in your home folder and paste this single line:

Read https://raw.githubusercontent.com/BenaliHQ/paxus-skills/main/INSTALL.md and follow the instructions exactly.

Claude will walk you through each step. You'll see what it's about to do before it does it. Approve when prompted. Takes about one minute.

The install is safe by default: Claude will only create or modify the following locations on your machine:

• ~/.claude/skills/onboard-client/ (and its templates/ folder)
• ~/.claude/skills/onboard-project/ (and its templates/ folder)
• ~/paxus-ai/clients/ (the workstation folder — empty until you onboard your first client)

Nothing else on your machine is touched.

How to use

First client

1. Run /onboard-client
2. Answer Claude's questions about the client
3. Optionally scaffold your first project at the end

New project for an existing client

1. Run /onboard-project
2. Pick the client from the list Claude shows you
3. Answer Claude's questions about the project

Folder structure (after one client + one project)

~/paxus-ai/
  clients/
    {client-slug}/
      CLAUDE.md        # Client-specific rules Claude follows for this client
      STATUS.md        # Current state of the engagement
      notes/           # Working notes
      deliverables/    # Finished work product
      projects/
        {project-slug}/
          CLAUDE.md    # Project-specific rules
          STATUS.md    # Project status
          inputs/      # Drop QBO exports, bank statements, source docs here
          deliverables/# Draft and final project outputs
          notes/       # Working notes for this project

Three levels of instructions stack automatically: firm rules (global) + client rules + project rules. Open Claude Code inside any folder and it picks up the right context.

What this does NOT install

This repo is skills-only. It does not install:

• The firm-wide rules in your global ~/.claude/CLAUDE.md
• The allow / deny list in ~/.claude/settings.json
• The safety hook at ~/.claude/hooks/paxus-pre-bash.sh

Those live in the full paxus-ai-workstation repo and are a later-stage install once the policy framework is finalized.

Questions

Email Khalil at [email protected] or message in the shared Slack channel.

Scope

Internal Paxus + Benali use only. Not for redistribution outside the engagement.