From capsa-cookbook
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.
How this skill is triggered — by the user, by Claude, or both
Slash command
/capsa-cookbook:capsa-orientationThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
You have access to the **Capsa MCP connector**: operational business context
You have access to the Capsa MCP connector: operational business context (proposal follow-ups, upcoming visits, property context, renewals) organized along named dimensions, plus approved completion recording where enabled. Capsa does not send email or take external actions — those happen through other connectors, after the user approves. Follow this loop for any request that touches Capsa data.
At the start of a session, call capsa_describe_service and
capsa_list_capabilities; call capsa_describe_capability for the one you need.
Availability is resolved from the connection, so a capability may be off — check
rather than guess.
Capsa data is organized along dimensions: Branch, Account Owner / Sales Rep,
Division, Service Type, Service, property type, tag, industry, status, and
properties. A bare name doesn't say which one it is — "Tori Nash" could be a sales
rep, an account owner, or a property/contact, and the people dimension is called
"Sales Rep" for follow-ups but "Account Owner" elsewhere. Before filtering or
reporting, resolve the term against the relevant capsa_list_*_filter_options and
capsa_search_properties:
Anything that leaves your context — email, messages, docs — is drafted for the user and sent through another connector only after explicit approval.
Mark a follow-up done only after send evidence or explicit user confirmation, never from a draft or an intent. If a capability has no completion write, don't fabricate one.
capsa_discover_playbooks, or see
https://github.com/capsa-analytics/capsa-agent-cookbooknpx claudepluginhub capsa-analytics/capsa-agent-cookbook --plugin capsa-cookbookGuides creation, editing, and verification of skills for AI coding agents using test-driven development with subagent scenarios. Use when authoring or debugging skills.