AviMYB
UserMyBusiness CRM implementation toolkit for Claude Code - product knowledge base + no-code implementation skills for the Hebrew-first Israeli CRM.
Categories
Indexed Skills (23)
myb-p-create-entity
Create a complete new custom entity (module) in MyBusiness CRM -- tables, fields, sample data, list page with inline edit, custom JS, and menu integration. Use this skill whenever the user wants to create a new entity, new module, new object type, add a new business concept to the CRM, or build a full CRUD workflow for a custom table. Examples: creating an Affiliates module, a Suppliers entity, a Projects entity, a Vehicles table, an Inventory system, a Courses module, or any custom entity with its own list page. Also use when the user mentions: ישות חדשה, מודול חדש, טבלה חדשה עם דפים, יצירת ישות, בניית מודול, create entity, create module, new entity, new table with pages, custom object, new CRUD module. This skill orchestrates multiple tools together -- it is the right choice when the user needs the full package (tables + list page + data + menu).
myb-p-create-settings-page
Create a 'System-Tables'-style settings/admin page in MyBusiness CRM for managing the values of a lookup/status table (e.g. SupplierStatuses, ProjectStatuses, any custom <Entity>Statuses / <Entity>Types / <Entity>Priorities) with inline add / edit / delete, matching the built-in System-Tables-Task-Statuses / System-Tables-Sale-Statuses pages. Use this skill whenever the user wants an admin/settings screen where users (usually Admins) can add and edit the option values of a custom lookup table -- phrases like 'add a settings page for statuses', 'let users add/edit statuses in settings', 'create a System-Tables page', 'manage lookup values', 'a settings page like the other settings pages', 'עמוד הגדרות לסטטוסים', 'שיוכל להוסיף ולערוך סטטוסים במסך ההגדרות', 'עמוד ערכי מערכת', 'הגדרות לטבלת ערכים'. Use it AFTER the lookup table already exists (often right after myb-p-create-entity). It does NOT create the table itself.
myb-p-create-update-reports
Create and manage reports and queries in MyBusiness CRM. Use this skill whenever the user wants to create a report, build a query, set up a dashboard view, add a data view to a page, create an aggregated/pivot report, or configure scheduled report delivery. Also use when the user mentions: reports page, dynamic queries, sales summary, leads report, cases breakdown, filtered table view, data export/CSV, cross-tab analysis, or any kind of data slicing/dicing in MyBusiness CRM. Trigger for both Hebrew and English requests.
myb-p-csat-survey
Build a post-case satisfaction survey (CSAT) in a MyBusiness CRM tenant — a one-click rating from the closing email that lands on the case itself, a negative rating that becomes actual work, and a score wired into a report the manager already reads. Use whenever a customer asks for a satisfaction survey, service rating, smiley feedback, NPS-style score, or 'send the customer a survey when we close the ticket': סקר שביעות רצון, משוב לקוח, דירוג שירות, סמיילים במייל, דירוג בסגירת פנייה, שאלון שביעות רצון, מדידת שביעות רצון, CSAT, happiness rating, satisfaction survey, post-case feedback, customer rating email. Also use to DIAGNOSE an existing survey nobody answers or a rating that never reaches the record. It composes myb-p-web2lead-web2table + myb-p-trigger-setup and adds what neither has: the anonymous-write architecture the naive build gets wrong, the email link contract, the ordering trap, and an acceptance pack with negative cases. NOT for logged-in portal feedback and NOT for internal employee surveys.
myb-p-dashboards
Create, modify, and maintain analytical dashboards in MyBusiness CRM. Invoke whenever the user wants to build a dashboard for any entity (Sales, Leads, Cases, custom entities), redesign one, add KPI counters, charts (Bar/Line/Pie/Doughnut) or embedded data tables to a dashboard page, integrate it into the CRM 'Dashboard Menu', or troubleshoot a broken-looking dashboard (empty charts, page with no nav, missing menu entry, two elements in one slot). Strong triggers: דשבורד, דאשבורד, KPI, מד, ספירה, גרפים, simbla-counter, simbla-chart, DashboardSales, DashboardLeads, Dashboard Menu, Create-Table-View-Page with copyFromPageId, Add-Edit-Counter-Element, Add-Edit-Chart-Element, dashboard, analytics page, metrics page. Even 'תקים דאשבורד ל-X', 'בנה לי מבט-על על Y' or 'תוסיף KPI לדף הזה' is this skill. STATUS: DRAFT — MCP tooling gaps documented in references/tooling-gaps.md; revise once filled.
myb-p-data-import
Bulk import data (leads, sales, accounts) into MyBusiness CRM from Excel/CSV files, AND generate synthetic/sample/demo data programmatically. Use this skill whenever the user uploads a file (Excel, CSV, XLSX) and asks to create records, OR asks to seed synthetic/demo data into CRM tables — including realistic MyChat/WhatsApp conversations (channels → conversations → messages). Triggers on phrases like 'תעלה קובץ', 'תקים מכירות', 'תפתח לידים', 'file import', 'העלאת נתונים', 'הקמת מכירות מקובץ', 'דאטה סינתטי', 'דאטה לדוגמה', 'שיחות וואטסאפ לדוגמה', 'synthetic data', 'sample data', 'seed data', or any request involving creating CRM records in bulk. Also covers the Migration Validation Report (דוח אימות הסבה) — the customer-facing counts+spot-check sign-off document for MASS one-time data migrations (הסבת נתונים); triggers: 'דוח אימות הסבה', 'migration validation', 'אישור הסבת נתונים'.
myb-p-fit-gap
Run a Fit-Gap analysis for a MyBusiness CRM customer - classify every requirement from the discovery document against actual product capabilities and produce a branded Hebrew HTML report + machine-readable workbook. Use after business discovery (אפיון) when the user asks for - fit gap, ניתוח פערים, ניתוח התאמה, gap analysis, 'מה המערכת יודעת לעשות מתוך הדרישות', סיווג דרישות, scope decision, הערכת היקף לדרישות, או כשיש req-register.csv שצריך לסווג. Classification uses the evidence-backed capability matrix (never intuition), the ladder Native/Config/Custom-JS/Custom-Server/External/Gap plus Process-change and Defer dispositions, and produces effort + ownership per requirement. Input - the discovery REQ register; output feeds functional-spec.
myb-p-form-rules
Configure form rules (חוקי טופס) on MyBusiness CRM form/card pages — conditional hide/show, conditional required, readonly/lock, fixed/dynamic values, formulas, validation messages, URL-prefill. Form rules have NO admin UI — MCP is the only authoring path — so invoke this skill for ANY form-rule request and for WP7 (חוקי טופס) of the build work plan. Triggers: 'שדה חובה רק כשסטטוס = X', 'תסתיר את השדה עד שנבחר סוג', 'תנעל את הכרטיס אחרי סגירה', 'ערך ברירת מחדל בטופס', 'הצג הודעת אזהרה בטופס', 'חוקי טופס', 'שדה לקריאה בלבד', 'make this field required when', 'hide the field unless', 'lock fields after closing', 'readonly when status is', 'form rules', 'conditional mandatory field', 'auto-fill from another field'. NOT for server-side automations/emails on save — use myb-p-trigger-setup; NOT for page layout/sections — use myb-p-page-builder; NOT for access control/CLP — use myb-p-users-roles-permissions; NOT for table-view columns or row coloring — use myb-p-page-tables.
myb-p-getting-started
Zero to connected: open a MyBusiness CRM trial, log in for the first time, and connect this plugin to YOUR system in either supported way — signing in with your CRM user (permission-aware) or application credentials (Application Id + API key from the builder environment). Proves the connection is live, says which database you reached, and diagnoses the usual failures ('Authorization header is required', 'invalid_token', no tools at all, 'Permission denied on get', wrong database, duplicate servers). Use whenever someone is new, unconnected or unsure: 'how do I connect', 'התחברות ראשונה', 'איך מחברים את המערכת', 'לא רואה כלים', 'איך פותחים חשבון', 'מאיפה מביאים API key', 'איך נותנים הרשאות MCP', 'the MCP is not connected', 'no MyBusiness tools', 'where do I get the application id', 'getting started', 'setup', 'connect Claude Code to my CRM'. Run it BEFORE any building skill when the connection has not been proven in this session — every other skill assumes a live, correctly-scoped connection.
myb-p-kb
MyBusiness CRM product knowledge base (librarian). Use whenever you need authoritative product facts - 'can MyBusiness do X?', capability/fit-gap classification, module behavior (CRM core, MyBooks, MyCampaigns, MyChat, MyCollege, TimeSheet), data model and field conventions, customization grammar (pages, table views, dashboards, reports, triggers, form rules, permissions, terminology, quote templates, portals), API/MCP tool parameters, known limitations, or the implementation methodology (discovery/אפיון, fit-gap, technical spec, implementation plan). Triggers - 'האם המערכת יודעת', 'מה המוצר תומך', capability question, fit gap, מסמך אפיון, product documentation, איך עובד הטריגר, מבנה הנתונים. This skill ROUTES to reference files; read only the files you need.
myb-p-mockup-templates
Build interactive local MyBusiness CRM prototypes and product mockups with reusable screen templates, synthetic data, navigation, working forms, filters and browser-local state. Use for feature previews, approval walkthroughs, clickable mockups, screen design and local demos: 'מוקאפ', 'מוקאפים', 'אב טיפוס', 'תשרטט מסך', 'דמו אינטראקטיבי', 'משהו שרץ מקומית', 'איך זה ייראה במערכת', 'interactive mockup', 'clickable prototype', 'local demo', 'preview this feature'. Prefer this for a local simulation; use myb-p-page-builder or myb-p-create-entity for actual CRM changes, and myb-p-dashboards for a live dashboard. Includes CRM and module visual references plus twelve interactive page patterns.
myb-p-multi-select-field
Create a working multi-select (multi-pick) field in MyBusiness CRM that lets users choose multiple values from a lookup table. The field uses Simbla's special name-pattern convention (`array_<purpose>_Pointer_<TargetTable>`) so the runtime renders it as a true `<select multiple>` driven by Select2 without any custom JS. Use this skill whenever the customer wants a multi-select field, checklist-style field, tags field, multi-pick dropdown, or any field that should store an array of pointer objectIds. Triggers on requests like 'שדה בחירה מרובה', 'multi-select', 'multi-pick', 'תגיות', 'תחומי עניין', 'multiple categories', 'array of pointers', 'multi-value lookup', 'multi value field', 'multiple values per record', 'select many', 'pick several'. Use this BEFORE attempting any other approach to multi-select — the name-pattern convention is the only mechanism Simbla's runtime recognizes natively.
myb-p-mybooks-setup
Set up and verify the MyBooks billing module (מודול חשבוניות והנהלת חשבונות) for a MyBusiness CRM customer — business identity and VAT settings, document types and numbering sequences including legacy-sequence continuation (המשך רצף ממערכת קודמת), credit-clearing setup (Upay/Pelecard), retainers / recurring charges (ריטיינר, הוראות קבע), hosted payment pages and embeddable payment buttons, document email dispatch, Israeli-compliance hookups (חשבונית ישראל, מבנה אחיד), ending with a verification pass that billing actually works. Use whenever a customer needs billing configured or checked: 'תקים את מודול החשבוניות', 'להמשיך רצף חשבוניות מהתוכנה הקודמת', 'הגדרת סליקת אשראי', 'להקים ריטיינר / הוראת קבע', 'דף תשלום ללקוחות', 'set up MyBooks', 'configure invoicing', 'recurring billing', 'payment page'. NOT for price-quote templates (use myb-p-price-quote-template), NOT for automations/triggers (use myb-p-trigger-setup), NOT bookkeeping advice — accounting decisions go to the customer's רואה חשבון.
myb-p-page-builder
Create, redesign, and edit record card pages (form pages) in MyBusiness CRM. Use this skill whenever a customer wants to build a new card page for any entity (Account, Sale, Case, Task, Contact, or any custom table), redesign an existing card page, add sections or fields to a page, organize fields into logical groups, add section headers, add related data tables to a card, improve page layout, or fix poorly structured pages. Also use when the user mentions: דף כרטיס, עיצוב דף, בניית דף, עריכת דף, הוספת שדות לדף, סקשן, כותרת סקשן, טאב, טבלה בכרטיס, page builder, card page, form page, page layout, page design, section header, add fields to page, redesign page, page structure, Edit-Page, Create-Form-Page, Add-Table-View-to-Form-Page.
myb-p-page-tables
Build, edit, and embed table-view UI elements (data-table, dynamic-data-table, simbla-table) on MyBusiness CRM pages. Invoke whenever a user wants to touch ANY table on a page — add/remove/reorder columns, change filters/sort/paging, switch edit mode (inline/modal/sidebar), Excel export, multi-row edit, summary/totals row, conditional formatting (row/cell colors), embed a related-records widget on a card page, or build a new list page like Cases/Accounts. Strong triggers: data-table, simbla-table, list page, table view, רשימה, טבלה דינמית, להוסיף עמודה לטבלה, סינון בטבלה, שורת סיכום, צביעת שורות, עיצוב מותנה, conditional formatting, inline edit, multi-row edit, related table on card, Edit-Table-View, Create-Table-View-Page, Add-Table-View-to-Form-Page, Get-Optional-Fields. Even 'change the column order' or 'תוסיף לי שדה לטבלת לקוחות' is this skill — a page element, not schema. NOT for database schema work (DB tables/fields, CLP permissions) — other skills own those.
myb-p-parent-child-fields
Configure parent/child (cascading) Pointer fields in MyBusiness CRM so a child dropdown shows only the values matching a parent dropdown's current selection on the same form. Uses Simbla's native `Define Parent` / `subclassDepend` convention — no custom JavaScript. Use this skill whenever the customer wants conditional/cascading dropdowns, dependent picklists, parent-child Pointer relationships, or restricting status/category options by another field on the card. Strong triggers in Hebrew: 'שדה אב ושדה בן', 'שדה תלוי', 'סינון לפי שדה', 'הצגת ערכים לפי בחירה', 'סטטוסים לפי סוג', 'דרופ-דאון מותנה', 'תלות בין שדות', 'Define Parent', 'הגדרת אב', 'תת-קטגוריה', 'תת-מחלקה'. In English: 'parent-child fields', 'cascading dropdown', 'dependent select', 'conditional pointer', 'filtered lookup', 'show statuses by type', 'subclass dependency'. Use this BEFORE trying form rules, multi-select arrays, or custom JS — Define Parent is the native mechanism; the other approaches do not filter dropdown options.
myb-p-price-quote-template
יצירה ועריכה של תבניות הצעות מחיר (PDF Templates) במערכת MyBusiness CRM. השתמש בסקיל זה בכל פעם שלקוח רוצה: ליצור תבנית הצעת מחיר חדשה (branded quote template); לעצב מחדש תבנית קיימת עם לוגו, צבעי מותג ומבנה עמודות; לשכפל תבנית ולהתאים אותה לקהל/מוצר שונה (למשל מותג א' → מותג ב'); לפתור בעיות בתבנית קיימת (לוגו קטן, צבעים לא מוצגים ב-PDF, בלוק חתימה נראה); להוסיף לוגו, לחתוך אותו, להעלות אותו למערכת ולעדכן את התבנית; או להבין מה בתבנית הוא דינאמי (מהנתונים) ומה סטטי (תוכן קבוע). טריגרים: תבנית הצעת מחיר, עיצוב הצעת מחיר, לוגו בהצעת מחיר, שכפול תבנית הצעה, PDF template, quote template, price quote design, quote branding, PDFTemplate.
myb-p-rename-terms
Rename CRM entity terms to match a customer's domain language in MyBusiness CRM. Use this skill whenever a customer needs to change how entities are labeled - for example renaming 'מכירה' (Sale) to 'פרויקט' (Project), 'לקוח' (Account) to 'משתתף' (Participant), or 'פנייה' (Case) to 'קריאה' (Call). Triggers on requests like: 'שנה מכירה לפרויקט', 'rename sales to projects', 'התאמת מונחים', 'שינוי שמות ישויות', 'the customer calls sales projects', 'העמותה קוראת ללקוחות משתתפים'. Also use when a customer says their terminology is different from the CRM defaults, or when localizing the CRM for a specific industry vertical.
myb-p-sla-configuration
Configure and operate the SLA mechanism for the Cases module in MyBusiness CRM — terminology, case states, working hours / Israeli holidays / special dates, SLA targets, triggers that populate SLA fields, per-status SLA tracking table with a Case-card widget, scheduled escalation triggers, and the three standard SLA reports. Use whenever a customer wants deadlines for case handling, SLA in days/hours, per-status SLA progress on the case card, escalation alerts before/after breach, SLA reports, or troubleshooting SLA fields that don't update. Triggers: SLA, הגדרות SLA, זמן תקן לטיפול, זמן שנותר לטיפול, זמן מענה, יעדי טיפול, חלון שירות, שעות פעילות SLA, ימי עסקים, חגי ישראל בחישוב SLA, escalation על SLA, חריגת SLA, התראה לפני חריגה, התראה למנהל על חריגה, overdue case, deadline פניה, business hours, case SLA, case states פתוח סגור, SLASettings, BusinessHours, CaseStates, CaseSLAProcess, טבלת מעקב SLA בכרטיס פניה, דוח SLA, דוח חריגות, scheduled trigger, סקדול טריגר.
myb-p-timestamp-field
Create a timestamp (date) field in MyBusiness CRM that automatically records when a specific field is set or changed. Use this skill whenever a customer wants to document/log/track when a field was changed, record the date of a status change, timestamp when an owner was assigned, track when a field was first set, audit field change dates, or create date-based SLA tracking. Triggers on requests like: 'תיעוד תאריך שינוי סטטוס', 'מתי שונה האחראי', 'timestamp for field change', 'לתעד מתי שדה השתנה', 'חותמת זמן לשינוי', 'track when status changed', 'record assignment date', 'תאריך הקצאה', 'מתי הוגדר לראשונה', 'audit trail for field'.
myb-p-trigger-setup
Create, configure, and manage triggers (automations) in MyBusiness CRM using MCP tools. Use this skill whenever a customer wants to set up automations, create triggers, configure automatic actions on record create/update, schedule time-based triggers, send automatic emails/SMS/WhatsApp on status change, auto-create records, auto-update related records, send notifications, call webhooks, or run server-side code. Also use when troubleshooting existing triggers or when the user mentions: טריגר, אוטומציה, כלל אוטומטי, שליחת מייל אוטומטית, שליחת SMS אוטומטי, יצירת רשומה אוטומטית, עדכון אוטומטי, התראה אוטומטית, תזמון, trigger, automation, auto-send, auto-create, auto-update, webhook, scheduled trigger, notification trigger.
myb-p-users-roles-permissions
Manage users, roles, packages and table permissions in MyBusiness CRM. Use this skill whenever a customer wants to create/update users, assign packages (Business, Enterprise, etc.), onboard or offboard staff, manage user permissions, create custom roles, add or remove users from roles, configure table access (CLP - Class Level Permissions), set up access control, deactivate employees, reset passwords, or create portal users. Also use when the user mentions: משתמש חדש, הוספת משתמש, יצירת משתמש, ניהול משתמשים, תפקיד, הרשאה, הרשאות, רול, role, חבילה, אנטרפרייז, ביזנס, Business, Enterprise, גישה, CLP, ACL, נעילת גישה, הגבלת גישה, הסרת משתמש, כיבוי משתמש, איפוס סיסמה, משתמש פורטל, portal user, onboarding, offboarding, assign package, seat, מושב, מספר משתמשים, add user to role, remove user from role, table permissions, class level permissions.
myb-p-web2lead-web2table
Generate production-ready code (JavaScript/jQuery, PHP, Python, C#, Node.js) that submits an external HTML form to MyBusiness CRM via the `web2lead` / `web2table` cloud functions — capturing leads or creating linked records (Sales, Cases, custom tables) on a customer's CRM. Use whenever the user wants to integrate a landing page, contact form, registration form, or any external HTML form with MyBusiness CRM, or asks for `web2lead`, `web2table`, `web2sale`, `web2case`, `web2contact` or similar `web2*` code. Strong triggers in Hebrew: 'קליטת לידים מטופס', 'חיבור טופס לאתר', 'אינטגרציית טופס', 'דף נחיתה', 'טופס חיצוני', 'קוד לטופס', 'יצירת ליד מטופס', 'קליטת מכירה מטופס', 'קליטת פנייה מטופס'. In English: 'landing page integration', 'external form to CRM', 'capture leads from form', 'embed form on website'. Use this BEFORE writing any HTTP integration code by hand — the field-naming conventions and Pointer-objectId requirements are easy to get wrong without this skill's schema lookups.
Bio shown is the top-scored skill's repo description as a fallback — real GitHub bios land in a future update.