Individual skill
medbridge-sales-ops-reconcile
Reconcile MedBridge Sales Ops CRM tasks (B2B medical wholesale + implementation-services) against the remote Sales Ops API and emit the account-ready JSON answer. Covers QUOTE decision packages (EXW pricing, freight options, route risk, recommended mode, payment terms) and milestone RECONCILIATION packages (invoice/payment state, outstanding balance, revenue-recognition coverage, CRM follow-up routing, event/voucher linkage). Use whenever a task references MedBridge, quotes like Q-TR-*, RFQ-TR-*, opportunities like OPP-TR-*, milestones MS1/MS2/MS3, freight-quotes, revenue-journals, or the shared Sales Ops API base URL.
experiments/claude_code_glm_5_2_max/reports/skills/task_group_002/fewshot/fewshot_attempt_03/SKILL.md
Source commit 5082a777379156a048881e94940d640702e5e09a
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- Last checked
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- Oct 29, 2026
- License
- Apache-2.0
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- agent Repository topic
- ai Repository topic
- benchmark Repository topic
- llm Repository topic
- self-evolving Repository topic
- self-learning Repository topic
- skills Repository topic
- sales Derived category
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SKILL.mdcore · 24,900 bytes
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# MedBridge Sales Ops — Reconciliation & Quote Decision Skill
Executable rules for producing the single `answer.json` that matches `input/payloads/answer_template.json` exactly. Source of truth is the **remote Sales Ops HTTP API** (base URL supplied by the runner; treat `http://127.0.0.1:${PORT}` / `API_BASE_URL` placeholders in prompts as that same remote base). Trust API records over narrative wording for IDs and attributes, **except echo the customer name exactly as the task prompt states it** (see §7).
## 1. API access contract
- Base URL: the runner-provided `API_BASE_URL` (a remote host such as `<remote-env-url>`). Never start a local server; never read any `env/` directory.
- `GET /health` — sanity check.
- `GET /api` — lists `collections` and `endpoints`.
- `GET /api/<collection>` — list all records (`{collection, count, records}`).
- `GET /api/<collection>?<key>=<value>` — filter (case-insensitive, matches nested keys, numeric tolerance 2dp; multiple filters AND). Filter invoices/payments/revenue-journals/events/vouchers by `opportunity_id`; freight-quotes by `quote_id`.
- `GET /api/<collection>/<id>` — detail by id. **Detail-by-id works ONLY for:** `customers`, `products`, `rfqs`, `quotes`, `freight-quotes`, `opportunities`. For `invoices`, `payments`, `revenue-journals`, `events`, `vouchers`, `policies` use listing/filter (or `/api/search?q=...` which returns full records tagged with collection+id).
- `GET /api/search?q=<text>` — substring search across ALL collections (up to 100 hits). Use to resolve events/vouchers by code or id.
- Money = USD 2 decimals. Dates = ISO `YYYY-MM-DD`. Use stable record IDs verbatim.