review-customer-account
Review one customer account across invoices, credit notes, outstanding balance, contacts, communications, tasks, and the recommended next action.
Skill by billabex
Chalk Labs
Need help deploying review-customer-account?
Chalk Labs sets up agents like this inside real teams: connected to your tools, tested on your data, with a human in the loop where it matters.
Install
Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.
npx agentmarket install skill/billabex-review-customer-account
Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.
Get the weekly diff
The weekly diff: one email a week with new agent tools, notable updates and grade changes, plus security alerts for tools you follow. Double opt-in, one-click unsubscribe.
About
Use cases: productivity
Reviews
Write a reviewNo reviews yet. Installed it? Reviews come from verified installers only. How reviews work
Permissions
What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.
- Tools
- No tools found
- Secrets
- None asked for
- Install scripts
- None found
Network hosts it talks to 1
codeload.github.com· found in install command
Files it touches
~/.claude/skills/review-customer-account
What's inside
- Skill name
review-customer-account- Description
- Review one customer account across invoices, credit notes, outstanding balance, contacts, communications, tasks, and the recommended next action. Use for a complete customer situation, account review, or next-step recommendation.
- License
- MIT
- Instructions
- 13 lines in SKILL.md · view on GitHub
Files (1)
- SKILL.md
SKILL.md (first lines)
# Review Customer Account 1. Resolve the organization if needed, then find the customer with the `query` parameter of `list-accounts`. Ask for clarification when several names match. 2. Use `list-customer-balances` and select the balance whose `accountId` matches the customer. If one exists, pass its `id` to `get-customer-balance` as `balanceId`. 3. Use `get-account`, `list-invoices`, `list-credit-notes`, `list-contacts`, `list-communications` for the account, and `list-account-tasks` as needed. Open a communication with `get-communication` only when its content matters. 4. Present the financial position, credits, contacts, communication history, next scheduled email, open tasks, blockers, and payment behavior. 5. Explain what Billabex is currently doing for the account and recommend one clear next action without executing it. Keep the review read-only. Call a write tool only after the user explicitly requests that exact action. Require a clear target and complete content before any destructive or irreversible action. Respond in the language of the user's latest request. Copy proper names exactly. Never expose technical identifiers. Use natural business vocabulary and avoid internal terminology.
From billabex/claude-plugin, MIT.
More from billabex/claude-plugin
- 0.559score
import-invoice
billabex
Import an invoice document into Billabex for payment follow-up, creating the customer account first when it does not exist yet.
SkillAFreshness: AClaude Code +9 - 0.556score
analyze-aged-receivables
billabex
Build an aged receivables analysis from unpaid invoices and customer balances.
SkillAFreshness: AClaude Code +9 - 0.556score
analyze-receivables-statistics
billabex
Calculate useful Billabex receivables statistics from customer balances, invoices, communications, and tasks.
SkillAFreshness: AClaude Code +9 - 0.556score
control-automatic-payment-follow-up
billabex
Review whether automatic payment follow-up should be paused or resumed for a customer account, explain the impact, and perform the change only on explicit…
SkillAFreshness: AClaude Code +9 - 0.556score
enrich-customer-records
billabex
Add customer contacts or invoices to Billabex from complete user-provided data and documents.
SkillAFreshness: AClaude Code +9 - 0.556score
identify-receivables-risks
billabex
Identify and prioritize customer receivables risks, including high outstanding balances, silent customers, undelivered emails, and missing information.
SkillAFreshness: AClaude Code +9 - 0.556score
prepare-daily-receivables-brief
billabex
Prepare a daily customer receivables brief covering changes from the last 24 hours, open tasks, payments, newly overdue invoices, and today's priorities.
SkillAFreshness: AClaude Code +9 - 0.556score
prepare-payment-follow-up-email
billabex
Prepare a professional payment follow-up email from the customer account, invoice, contact, and communication history, and send it only after explicit approval.
SkillAFreshness: AClaude Code +9 - 0.556score
adjust-scheduled-follow-ups
billabex
Review and adjust future Billabex payment follow-up emails for selected customer accounts.
SkillAFreshness: AClaude Code +9 - 0.556score
triage-account-tasks
billabex
Review tasks created when the autonomous Billabex agent is blocked, explain the missing decision or information, and help the user respond or cancel a task.
SkillAFreshness: AClaude Code +9
Signals
- Stars
- 0
- Forks
- 0
- Open issues
- 0
- Last commit (this folder)
- Oct 22, 2026 (9 days ago)
From GitHub (fetched Oct 24, 2026).
Details
- License
- MIT
- Repository
- github.com/billabex/claude-plugin
- Website
- developer.billabex.com/
- First seen
- Oct 24, 2026
- Last checked
- Oct 24, 2026
- Source
- GitHubgithub-graphql
More from billabex
- 0.559score
import-invoice
billabex
Import an invoice document into Billabex for payment follow-up, creating the customer account first when it does not exist yet.
SkillAFreshness: AClaude Code +9 - 0.556score
analyze-aged-receivables
billabex
Build an aged receivables analysis from unpaid invoices and customer balances.
SkillAFreshness: AClaude Code +9 - 0.556score
analyze-receivables-statistics
billabex
Calculate useful Billabex receivables statistics from customer balances, invoices, communications, and tasks.
SkillAFreshness: AClaude Code +9 - 0.556score
control-automatic-payment-follow-up
billabex
Review whether automatic payment follow-up should be paused or resumed for a customer account, explain the impact, and perform the change only on explicit…
SkillAFreshness: AClaude Code +9 - 0.556score
enrich-customer-records
billabex
Add customer contacts or invoices to Billabex from complete user-provided data and documents.
SkillAFreshness: AClaude Code +9 - 0.556score
identify-receivables-risks
billabex
Identify and prioritize customer receivables risks, including high outstanding balances, silent customers, undelivered emails, and missing information.
SkillAFreshness: AClaude Code +9
Done for you
Rather not set it up yourself?
Chalk Labs scopes, builds and runs agents for your team: the task audit, the eval harness, the integrations and the weekly ops report. Fixed scope, priced before we start.
See how we build AI agents →Read the case studies
Chalk Labs is a two-founder AI and growth studio. We build AI agents, CRMs and MVPs for Web3 and AI companies, and have shipped 50+ product and token launches.
- launches shipped
- 50+
- launches shipped
- media placements
- 500+
- media placements
- founders on every account
- 2
- founders on every account
Press we've placed: Forbes · CoinDesk · Decrypt · Cointelegraph · The Block
Rahil Jain, Co-founder, Chalk Labs. Ex-Goldman Sachs engineer. You talk to the person who builds it.
Get review-customer-account running in your business
Tell us what you want to automate. A founder replies within one working day with a plan, not a pitch deck.
Cite this page
review-customer-account skill. Agent Mart. https://agentmart.dev/skills/billabex-review-customer-account (last updated 2026-10-24)