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Update to Heffl
Snapshot Oct 24, 2026 · 13:45 UTC · version 1.0.0
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{
"description": "Create or update Heffl deals, convert leads, move opportunities between pipeline stages, and prepare quotations or estimates for clients.",
"included_files": [],
"name": "heffl-sales",
"skill_md_contents": "---\nname: heffl-sales\ndescription: \"Create or update Heffl deals, convert leads, move opportunities between pipeline stages, and prepare quotations or estimates for clients.\"\n---\n\n# Deals and quotations\n\nRead ../heffl-crm/references/operating-rules.md before writes. Discover current write schemas with records_describe, surface:\"write\", mode:\"create\" or \"update\".\n\nDeals use object:\"deals\". Creation requires title, clientId and stageId even when field metadata omits a required flag. Resolve clients with records_resolve. Read pipelines_list and pipelines_details to find stages. If the pipeline is unspecified and multiple plausible pipelines exist, clarify. Use a requested stage, otherwise the first ACTIVE stage in the chosen pipeline. Re-describe custom fields for the chosen pipeline when needed. Deal value is price; do not invent value, amount, probability or conversionRate fields. The pipeline is derived from stageId. Move, close or reopen through records_update with values.stageId; the shared handler derives ACTIVE/WON/LOST and checks destination requirements. Use leads_convert for lead conversion.\n\nQuotations use object:\"quotations\". Describe creation to obtain fields, defaults and template candidates. Resolve clientId and supply at least one lineItem. Prefer the user-named template, a unique service match, or a generic template; when several templates remain and terms materially differ, clarify. Follow the described templateId/contentHtml rules and required custom fields for the selected template. Do not invent a deal linkage from a quotation title.\n\nLines use name, quantity and price, plus described discounts/taxes. For a free-text service explicitly set productId:null to suppress catalogue inference. Do not compute or send derived totals. Clarify how to allocate a fixed discount across multiple lines when unspecified. Preserve requested currency and tax-inclusive pricing. Creating a quotation does not send it; discover a supported send action before claiming delivery. Return the saved record and returned link only after a successful receipt.\n"
}SHA-256 of public snapshot: 31961bd653e73fe7121e064ee9993680270fe9df759b7955da2d739d0d688aed