Inspect and resolve differences between ledger and on-chain balances in TRES Finance. View gaps by date and asset in an HTML dashboard with fiat values, then use copied prompts to create one-time adjustments or recurring gap-fill rules.
Start data collection for wallets already registered in Tres Finance. Choose transaction history plus balances or balances alone, select all or specific wallets, and confirm the request before receiving the collection job ID.
Match blockchain transactions in TRES to customer invoices or vendor bills in a connected ERP accounting system. Review ranked candidates, choose the payment account, and approve linking, optional fiat value adjustments, and synchronization to Xero, QuickBooks Online, or NetSuite.
Teaching a customer how to choose before any candidates appear, when they ask what matters in a category, how two approaches to it differ, or where to begin. Not needed once the customer has named the thing they want, however considered the purchase (that is search work), nor for outfitting a space or an event (planning-goals).
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The reference agents' cache-stable request assembly, covering the static system and per-request context split, the fixed tool list, the rolling conversation breakpoint, which config fields are prompt bytes, and verification. Load when writing or reviewing a commerce agent's prompt assembly, when cache reads are zero, or when a turn's latency or cost is the question.
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Stock, capacity, and availability monitoring, acting on low-stock and slow-mover alerts, triaging order exceptions such as delays, return spikes, and complaints, and the operator's daily briefing; any start-of-day or what-needs-attention rundown is this flow, presented as a digest. Not needed for performance questions with no operational action attached.
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Drafting campaigns and ads as staged drafts, from acquisition and seasonal pushes to lifecycle sends such as win-backs, pre-arrival messages, and presale or last-call notices, choosing audiences and placements by intent, allocating budget across campaigns, and reviewing campaign results with their attribution caveats. Not needed for listing copy (catalog-listings) or overall performance questions (performance-insights).
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Explaining how the business is doing, meaning why a metric moved, which segment drove it, pace against a comparable, progress against goals the operator has stated, and questions over sales, traffic, conversion, and customers or this operation's equivalents that the snapshot alone does not answer. Not needed when the snapshot's headline figures and their change on the prior period answer the question, how a period went included.
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Planning a coordinated set of items toward a goal, an event, a trip, or a project, where the request only comes together as several purchases with a structure between them, and later changes to a plan you have presented. Not needed when the customer wants a single item, however carefully chosen.
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The reference merchant agent, covering its flows, staged changes and host approval, metrics grounding, the analysis delegate, store memory, components, and marketplace rules. Load when building or reviewing an agent for the operators of a store, property, subscriber base, or venue.
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Authoring and running behavioral evals for a shopping or merchant agent, covering the case shape, authoring rules, code graders and judges, the run pattern, and poisoned fixtures. Load when writing eval cases or rubrics or deciding how a suite runs.
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The reference presentation-tool contract, covering server-side enrichment, suggestion chips, the event stream, progressive rendering, both roles' built-in components, and adding a vertical component. Load when building or reviewing how a commerce agent's output reaches a frontend.
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Requests about what is remembered, however short, from an ask to remember one thing to asks to say what is on file, correct it, or forget it; a bare save or an answer from the profile alone does not cover these. Also applying what the store already knows, recalling an older fact (a past recipient, a size, a recurring order) when it would change the pick, and deciding what should outlast the session. Not needed when the request carries no personal context to apply or keep.
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How the reference commerce agents of either role are structured, covering the loop, where each rule lives, skills, the backend interface, delegates, and model fields. Load when designing or reviewing the structure of a shopping or merchant agent.
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Help after a purchase or booking, covering the status of an order or delivery whether or not the customer names it, returns, refunds, exchanges, and cancellations, an item that arrived damaged, incomplete, or late, and questions about the store's terms or a membership. Not needed for finding, comparing, or choosing something new.
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Price changes within the store's guardrails, rate recommendations from demand, occupancy, or sell-through pace, promotions with their scope, depth, and dates, the markdown option for stock or capacity that is not selling, and the margin preview before any of it is staged. Not needed for explaining why revenue moved (performance-insights) or writing promotional copy (marketing-campaigns).
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The rules the reference agents enforce in code for third-party content, writes, grounding, identity, and memory, each with its module, plus two adversarial-eval rules. Load when handling untrusted tool results, guarding a write tool, or scoping what an agent remembers.
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Creating and improving listing content, covering titles, descriptions, attribute completeness, categorization fixes, image callouts written as text, edits written from material the operator supplies, and content-quality audits and bulk fixes across many listings. Not needed for questions about how a listing is performing.
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Turning a described need (several constraints, a gift, a choice between candidates already in view, a search that came back empty or sold out) into a shortlist and a pick. Not needed when one search for the thing the customer named answers the request, or when the customer wants to learn what matters in a category first (purchase-research).
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Creates user-specific one-click action templates that execute email operations when clicked in the chat interface. Use when user wants reusable actions for their specific workflows (send payment reminder to ACME Corp, forward bugs to engineering, archive old newsletters from specific sources).
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Creates event-driven email listeners that monitor for specific conditions (like urgent emails from boss, newsletters to archive, package tracking) and execute custom actions. Use when user wants to be notified about emails, automatically handle certain emails, or set up email automation workflows.
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Transforms research findings into executive-ready briefings. Automatically activated when user mentions 'executive', 'briefing', 'C-suite', 'board', 'leadership', or 'presentation'.
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Comprehensive PDF manipulation toolkit for extracting text and tables, creating new PDFs, merging/splitting documents, and handling forms. When Claude needs to fill in a PDF form or programmatically process, generate, or analyze PDF documents at scale.
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Comprehensive document creation, editing, and analysis with support for tracked changes, comments, formatting preservation, and text extraction. When Claude needs to work with professional documents (.docx files) for: (1) Creating new documents, (2) Modifying or editing content, (3) Working with tracked changes, (4) Adding comments, or any other document tasks
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