Skill UI

A comprehensive guide for navigating Clay's plan changes, pricing overhauls (specifically the 2026 model), and feature upgrades. This skill helps users understand credit restructuring from legacy plans to new Data Credits and Actions, audit current usage, and adapt their integration code to ensure uninterrupted workflow operation after a migration.

A comprehensive guide for setting up Single Sign-On (SSO) for Cursor IDE using industry standards like SAML 2.0 and OpenID Connect (OIDC). This guide supports major Identity Providers, including Okta, Microsoft Entra ID, and Google Workspace. It covers configuration steps, attribute mapping, SCIM provisioning, and best practices for enterprise-level authentication and user lifecycle management.

A comprehensive framework guiding users through the entire Mergers & Acquisitions (M&A) lifecycle. It provides detailed checklists for due diligence (financial, legal, technical), valuation methodologies, key negotiation points, and post-deal integration planning, whether you are acquiring or being acquired. Essential for C-level decision-making and corporate strategy.

This skill provides comprehensive strategies and technical blueprints for monetizing digital products, especially SaaS platforms. It covers everything from defining advanced pricing models (freemium, value-based pricing) and optimizing revenue flows (LTV/CAC, churn prevention) to practical Stripe integrations. Use it when you need to set up subscription plans, process webhooks, or implement automated billing cycles for your software.

Provides expert consultation on ITIL 4 and the emerging ITIL 5 Digital Product & Service Management (DPSM) framework. This skill guides the integration of AI governance, ESG sustainability principles, and product-centric thinking into modern, high-velocity IT service value streams. Ideal for optimizing IT operations and achieving continuous compliance.

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

This skill provides a comprehensive solution for deploying containerized financial dashboards and reporting tools. It integrates with Fondo's API to manage tax filings, compliance status, and complex financial reporting across multiple entities. It supports production-grade deployment, including Dockerization, robust health checks, and zero-downtime rolling updates, ensuring reliable operation during critical tax periods.

This comprehensive guide details the setup process for the Fondo platform, designed for automated startup bookkeeping, tax filing, and tracking R&D tax credits. Users must connect core financial sources, including payroll providers (e.g., Gusto, QuickBooks), corporate bank accounts (via Plaid), and expense management tools (e.g., Brex, Ramp). Following these steps ensures seamless data synchronization and compliance for US-incorporated businesses.

A comprehensive checklist to guide businesses through year-end financial closing, tax preparation, and compliance filing. It verifies the synchronization of data from banking, payroll, and expense platforms, ensuring all integrations are active, records are reconciled, and regulatory requirements are met to prevent missed deadlines or audit risks.

A comprehensive advisor for Hospital IT Managers and Digital Health Leaders. This skill guides digital transformation across the entire healthcare lifecycle, focusing on achieving clinical safety, compliance (HIMSS, ONA, JCI), and maximizing operational value. It covers everything from HIS/PEP integration (MV-SOUL, Tasy) and interoperability standards (FHIR, HL7) to advanced security frameworks (NIST, ISO 27001) and legal compliance (LGPD). Ideal for planning digital roadmaps and ensuring high-availability for life-critical systems.

This reference architecture details the design of a multi-tenant integration layer for the MindTickle sales enablement platform. It strictly enforces tenant data isolation across all components (database, cache, queue) to ensure that organizational data remains separate. The system manages user synchronization (via SCIM 2.0), tracks course progress, records quiz results, and aggregates team readiness reports, making it ideal for complex SaaS enterprise deployments.