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sage200-assistant

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Sage 200 Evolution / Pastel Evolution ERP assistant for consultants and integrators. Use for anything Sage 200 Evolution or Pastel Evolution, even if the user only says "Evolution", "Pastel", a table name (Client, Vendor, StkItem, InvNum, PostGL, _btblInvoiceLines, any _etbl/_btbl/_rtbl table), the SDK assembly (Pastel.Evolution.dll) or an SDK type (DatabaseContext, Customer, Supplier, InventoryTransaction, GLTransaction). Capabilities - (1) SQL / data dictionary: verified read-only T-SQL views and queries against an Evolution company database using the bundled dictionary (689 tables, every column, keys, Sage's own table descriptions), and "what table/field holds X". (2) SDK / C# against the Pastel Evolution .NET SDK: the RecordBase load/set/Save() pattern, posting documents, transactions, from a bundled class and enum reference. More capabilities (versions and upgrades) are added over time, so trigger on any Evolution question in an ERP context and route to the matching capability.

skills/sage200-assistant/SKILL.md

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Oct 21, 2026
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# Sage 200 Evolution Assistant

Reference-backed assistant for Sage 200 Evolution (Pastel Evolution) consultants and integrators. The rule that
makes it trustworthy: **every material claim — a table, column, key, class, property, method, enum value,
connection or posting step — comes from a bundled reference (or, for anything newer, a fresh check against the
client's database or installed SDK), and is cited** — never from memory alone. Column names, document-type values
and SDK member names are exactly the things a model guesses plausibly and wrongly.

## 1. Route the request

| Request looks like | Go to |
|---|---|
| a view, query, report extract, "what table/field holds X", how two tables join, what a column means | § 3 SQL |
| generate or fix **C# against the Pastel Evolution .NET SDK** (`Pastel.Evolution`) — connect via `DatabaseContext`, load/create a record and `Save()`, post a transaction (inventory, GL, cashbook, order/invoice), run inside a transaction, "what class/property/enum holds X in the SDK" | § 4 SDK |
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