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Free skills Verified for v2.31.9

Construction Skills

Schedule of values, pay applications, change orders and retainage for construction companies, as Claude skills over the Switchboard connector.

Author
ContractorKeith
Version
v0.1.0
License
MIT
Token role
bookkeeper
Verified
v2.31.9

Four skills that teach Claude the construction side of SlowBooks Pro: the schedule of values, pay applications, change orders and retainage. They ride on the SlowBooks Switchboard connector, so there is nothing to run and no code to trust. Claude reads the instructions, calls the SlowBooks API through the connector, and asks before it posts anything.

What you get

  • sov: set up a job's schedule of values from the contract or an accepted estimate, and check it balances to the contract sum.
  • pay-apps: create, submit and approve a pay application against the SOV, record the owner's payment, hold and release retainage, print the PDF.
  • change-orders: draft, submit, approve or reject, revise and promote change orders; see how each one changes the contract sum and the SOV; run the change-order log.
  • retainage: retainage receivable on your pay apps and retainage payable on subcontractor purchase orders, releasing both, and where each sits on the balance sheet.

What it sends

Nothing leaves your machine except what Claude sends to Anthropic as part of your conversation. The skills call your SlowBooks Pro over the connector you already set up; this plugin adds no server and no telemetry.

Rules the skills follow

  • Confirm before posting, and never void without confirming.
  • Contract sum and SOV are pre-tax; retainage is held on the pre-tax subtotal.
  • Only the latest pay application on a job can be voided.
  • A refusal from SlowBooks (closing date, role, validation) is relayed as a sentence, not retried.

Requirements

SlowBooks Pro 2.31.0 or later with the company set to the Construction type, and the SlowBooks Switchboard connector installed in Claude.

Install

Install

  1. In SlowBooks Pro open Settings, API tokens, and create a token labelled plugin:construction-skills with the bookkeeper role. Copy the secret once. Tokens are per company.
  2. In Claude Code: /plugin marketplace add ContractorKeith/sbp-marketplace then /plugin install construction-skills@sbp-marketplace. The skills use the SlowBooks Switchboard connector, which already holds a token.
Disclosure

What it touches

The token this plugin asks for reaches these path prefixes, and these are the 37 operations it declares. Verification checks each one against every SlowBooks Pro release in the catalog.

Prefixes

  • /api/change-orders
  • /api/estimates
  • /api/jobs
  • /api/lien-waivers
  • /api/pay-applications
  • /api/payments
  • /api/purchase-orders
  • /api/reports

Operations

MethodPath
GET/api/change-orders
GET/api/change-orders/{co_id}/pdf
GET/api/estimates/{estimate_id}
GET/api/jobs
GET/api/jobs/{job_id}
GET/api/jobs/{job_id}/contract
GET/api/lien-waivers/{waiver_id}/pdf
GET/api/pay-applications
GET/api/pay-applications/{app_id}
GET/api/pay-applications/{app_id}/payments
GET/api/pay-applications/{app_id}/pdf
GET/api/purchase-orders/{po_id}
GET/api/reports/balance-sheet
GET/api/reports/change-order-log
GET/api/reports/wip-schedule
POST/api/change-orders
POST/api/change-orders/{co_id}/approve
POST/api/change-orders/{co_id}/promote
POST/api/change-orders/{co_id}/reject
POST/api/change-orders/{co_id}/revise
POST/api/change-orders/{co_id}/submit
POST/api/change-orders/{co_id}/void
POST/api/estimates/{estimate_id}/accept
POST/api/estimates/{estimate_id}/convert
POST/api/jobs/{job_id}/contract/from-estimate/{estimate_id}
POST/api/lien-waivers
POST/api/pay-applications
POST/api/pay-applications/{app_id}/approve
POST/api/pay-applications/{app_id}/submit
POST/api/pay-applications/{app_id}/void
POST/api/payments
POST/api/purchase-orders
POST/api/purchase-orders/{po_id}/release-retainage
PUT/api/change-orders/{co_id}
PUT/api/jobs/{job_id}/contract
PUT/api/jobs/{job_id}/sov
PUT/api/pay-applications/{app_id}

Manifest: plugin.json · source