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experiments/claude_code_glm_5_2_max/reports/skills/task_group_002/self/self_attempt_01/SKILL.md

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# MedBridge Sales Ops — CRM Reconciliation & Quote Decision SOP

Transferable skill for two task families in the MedBridge Sales Ops domain:
- **QUOTE tasks** — reconcile a customer RFQ/quote against the API (customer, quote, product catalog tiers, freight quotes, policies) into an account-ready quote decision package (EXW pricing, freight options with grand totals, route risk flags, recommended transport mode, freight-validity warnings, payment terms).
- **RECONCILIATION tasks** — reconcile a won opportunity (CRM opportunity, milestone invoices, payments, revenue-recognition journals, events, vouchers) into a finance-ready reconciliation (paid/unpaid state, outstanding balance, revenue-recognition coverage, CRM follow-up tasks, event/voucher linkage).

All rules below were distilled from actually solving the 5 train tasks against the live remote API. They transfer to unseen test tasks.

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## 0. Environment & API access

- Base URL: `<remote-env-url>` (from `environment_access.md`). All business records come ONLY through this HTTP API. Do not read any local `env/` directory.
- `GET /health` — health check. `GET /api` — lists `collections` and `endpoints`.
- `GET /api/<collection>` — list all records (`{collection, count, records}`).