Which platforms does the SMB Automation skill support?

It integrates with QuickBooks Online for accounting, ShipStation for shipping, Stripe and PayPal for payments, and Resend or SMTP for email communications.

Can I use this for custom client onboarding?

Absolutely. The skill includes specific directives and scripts for generating calendar links, sending welcome emails, and setting up organized client folder structures.

How does the 3-layer architecture work?

It uses natural language Directives (SOPs), Orchestration (Claude’s decision-making), and Execution (deterministic Python scripts) to ensure reliability and transparency.

Is this skill safe for financial and sensitive business data?

Yes, it follows strict safety rules including sandbox-first development, dry-run capabilities, and mandatory Pydantic/Zod validation for all data inputs.

SMB Business Automation

Name: SMB Business Automation
Author: simplysmartai

bysimplysmartai

0•

E-commerce Solutions

Automates small-to-medium business workflows across QuickBooks, ShipStation, and payment gateways to streamline sales-to-invoice pipelines.

This skill provides a structured framework for automating core business operations, bridging the gap between front-end sales and back-office management. It leverages a three-layer architecture—Directives, Orchestration, and Execution—to handle complex tasks like QuickBooks invoicing, real-time inventory synchronization, ShipStation label generation, and automated client onboarding. By integrating robust validation via Pydantic/Zod and strict safety rules, it ensures reliable data handling for financial and logistical workflows, making it an essential tool for developers building custom ERP or CRM-lite solutions for SMBs.

Key Features

01Automated client onboarding with calendar scheduling and emails

02End-to-end sales-to-invoice pipeline automation

030 GitHub stars

04Seamless integration with QuickBooks Online, ShipStation, and Stripe

05Real-time inventory synchronization and low-stock alerts

06Safety-first architecture with dry-runs and sandbox testing

Use Cases

01Automating shipping label creation and order tracking via ShipStation

02Syncing website sales forms directly to QuickBooks invoices and inventory

03Managing the complete client lifecycle from first contact to billing

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add simplysmartai/5cypressautomation smb-automation

For use in Claude.ai and ChatGPT

Download Skill