MCP App StoreMCP App Store
from qwen-dianjin492
Generate a structured, compliance-aware pre-visit planning report for corporate account managers — customer overview, recent dynamics, visit goals, materials ch
Pre-Visit Plan produces a detailed, compliance-aware briefing for corporate account managers preparing for customer visits. Given a customer identifier and visit parameters it pulls together customer 360 data, recent transactions, credit usage, historical due diligence and visit records, risk-alert signals and industry context, and formats a structured visit-plan report that sets 1–3 primary visit objectives, a materials checklist, communication scripts, and explicit risk notices.
Use this skill in the 1–3 days before a client visit when you need: a concise situational briefing, prioritized visit objectives, evidence-backed talking points, and a checklist of documents to bring. Typical scenarios include renewals/credit follow-ups, risk-triage visits, marketing outreach and first-time client onboarding. Do NOT use for post-visit reporting, credit approval decision-making, or retail/personal loan scenarios.
Best used by internal enterprise agents with access to system APIs and file stores (enterprise LLM assistants, Claude/Claude-internal style deployments or other on-prem LLM agents that can call internal APIs).
This skill has not been reviewed by our automated audit pipeline yet.
Integrated Finance (Membrane) Connector
Interact with Integrated Finance via the Membrane CLI to manage accounts, transactions, budgets, and reports; handles auth and proxy requests.
Finances — Bank Statement Import & Reconciliation
Import CSV bank statements (Wise, Mercado Pago), parse and deduplicate transactions, auto-categorize with a guide, create a staging ledger file, and reconcile i
Backlog Grooming Assistant
Automates backlog grooming tasks: prioritisation, ticket refinement, and configuration generation for enterprise workflows.
Challenger Sale
Teach, tailor, and take control of complex B2B sales conversations using the research-backed Challenger methodology to reframe buyer thinking and win consensus-
1C Batch: Package Operations for 1C:Enterprise
Batch tooling for 1C:Enterprise — build/dump EPF/ERF, load/dump configurations and extensions, and run the enterprise or designer via packaged scripts.
Session Start
Begin a MARVIN session with context loading, state review, and a concise daily briefing listing top priorities and alerts.
News Briefing
Generate realtime, topic-specific Chinese news digests with AI insights and deliver them as compact Feishu cards or scheduled briefings.
Call Prep
Generates concise, evidence-backed call preparation briefs by combining account and attendee research, Common Room signals, and light web recency checks.