Agent skills for the Capsa MCP connector — orient, resolve names to dimensions, and run follow-up and visit-notice workflows with the user in the approval loop.
Read first when any request touches the Capsa MCP connector (proposal follow-ups, upcoming visits, property context, renewals). Teaches the agent to discover what's enabled, resolve names to dimensions, keep the user in the approval loop, and record completion only on evidence.
Work through a batch of outstanding Capsa proposal follow-ups — pull them, draft an email per contact from Capsa context, get user review, send via a connected email provider, and mark done only after the send. Use when clearing several follow-ups in one pass.
Build a renewal recommendation for one property. Pull Capsa's renewal drilldowns (service-level price/hours comparisons, prior-year performance review) and full property context (margin by service type, payment behavior, penetration, open issues and notes), then synthesize a price/hours/terms recommendation memo with cited evidence. The agent proposes; the user decides. Use per property, usually after renewal-portfolio-triage.
Pull the Capsa renewal book for a scope (division, start-date window, optional branch, account owner, or property tags), tier each property with explainable rules — dollars at risk, time pressure, margin flags, payment and satisfaction risk, upsell upside — and present a ranked worklist the user prunes before any deep dive. Use at the start of a renewal cycle or for a recurring renewal review.
Surface upcoming Capsa visits a team flags as sensitive (e.g. chemical application) by division and service type, draft per-visit customer pre-notices for user review, and send via a connected email provider. Use for recurring sensitive-visit notice runs.
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A growing collection of recipes and installable skills that show how agents can use the Capsa MCP connector alongside other connected apps — email, calendars, docs — to complete real work.
The Capsa MCP connector is a capability API. This cookbook is the layer on top: practical, procedural recipes — packaged as installable skills — that teach an agent how to combine Capsa's context with the apps your team already uses.
Every recipe is built around three principles:
Just connected Capsa? Read start-here.md — what you can do (with example prompts to try), the four-beat loop every task follows (orient → resolve → act → record), and the safety contract the recipes assume.
To put that guidance into your agent, install the
capsa-orientation skill — or copy its body into a
system prompt, or let an agent fetch it via capsa_discover_playbooks. It's
discovery-first, so it keeps working as Capsa ships new capabilities.
The skills ship as a Claude Code plugin (this repo is its own marketplace):
/plugin marketplace add capsa-analytics/capsa-agent-cookbook
/plugin install capsa-cookbook@capsa
Or copy any skill's SKILL.md body into another agent — the steps are
framework-agnostic. Re-pull after a connector upgrade so the discovery-first
guidance stays current.
Agents that reach this cookbook via capsa_discover_playbooks can fetch a map
instead of scraping this page:
llms.txt — a curated, link-first overview
(llmstxt.org convention).index.json — the same map as structured data: capabilities,
skills, patterns, tools, and install commands, with stable paths.Installable, self-contained skills. Each is discovery-first and keeps the user in the approval loop:
The comprehensive map of what the connector exposes — capability-led, and kept in
sync with the connector's live capsa_describe_capability.
Capabilities
Patterns — always-on disciplines a skill applies:
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