contract-renewals

contract-renewals

Weekly radar so renewals never slip. Lists contracts ending or auto-renewing soon, the action owed, and the price increase to apply. Recommend-only: never edit contracts or send notices.

Cloud routines need the swapps-app, quickbooks (read-only) and ClickUp MCP connectors enabled.

What to pull

swapps-app (IDK) — source of truth for contracts:

• list_contracts / get_contract — end dates, renewal terms, current rate.
• list_contract_installments — billing cadence / next charge.
• list_contract_level_rates — rate by engineer level (to compute increases).
• list_clients — account names.

ClickUp Active Contracts list id 181795372 and the Deals list 901405812778 — to see which renewals already have a deal/task in motion.

QuickBooks (read-only) — payment standing per account:

• search_customers (match the client name) → get_customer_balance and get_aged_receivables — is the client current or overdue, and by how much.

What to surface (priority order)

1. Vencen en ≤60–90 días sin renovación en curso → iniciar renovación.
2. Auto-renovación con incremento pendiente — compute IPC + agreed delta (e.g. the IPC 5.10% + 4 = 9.10% pattern) and show current → suggested price.
3. Renovaciones en curso sin contrato firmado → push to sign.

Per contract: client, end date, action, current vs suggested rate, and a payment-standing flag (🟢 al día / 🟡 mora 1–30 días / 🔴 mora >30 días o saldo grande). For accounts in arrears, flag to regularize A/R before sending a price-increase notice — don't push an increase onto an overdue account. Derive everything from the data — do not hardcode account lists.

Output

One message via clickup_send_chat_message to the CEO Briefings channel (6-901417284384-8), text/md. None upcoming → ✅ Sin renovaciones próximas. Otherwise one line per contract, soonest-expiry first. Concise.

Schedule

Weekly Monday 07:00 America/Bogota → cron 0 12 * * 1 UTC. Model: Sonnet 4.6.