Skills for Kugamon — agentic workflows that manage the full Quote-to-Cash and Subscription Management lifecycle in Salesforce through the Kugamon managed packages.
Status: Public / Beta. This repository is private while we validate the skills against live Kugamon orgs. It will be made public once testing is complete.
| Skill | Location | Version | Status |
|---|---|---|---|
kugamon-full-qtc-submgmt |
skills/kugamon-full-qtc-submgmt/ |
0.2.7 | Beta |
Manages the full Kugamon RevOps for Salesforce lifecycle — opportunities, quotes, orders, order releases, invoices, payments, shipments, contracts, subscriptions, renewal opportunities, and assets.
Supports four Kugamon deployment modes:
| Mode | Flow |
|---|---|
| CPQ | Opportunity → Quote → Order → (Order Release) → Asset |
| Q2C (Quote to Cash) | Opportunity → Quote → Order → (Order Release) → Asset + Shipment → Invoice → Payment |
| SubMgmt (Subscription Management) | Opportunity → Quote → Order → (Order Release) → Asset + Contract + Subscription + Renewal Opportunity |
| SB (Subscription Billing) | Opportunity → Quote → Order → (Order Release) → Asset + Shipment + Contract + Subscription + Renewal Opportunity → Invoice → Payment |
The skill auto-detects which Kugamon packages are installed in the target org (by checking for the kuga_sub__Renew__c field on OpportunityLineItem) and adapts accordingly.
- Claude Code or another Claude agent runtime that supports skills.
- A Salesforce MCP connector with access to the target org. This skill assumes the agent can run SOQL, DML, and Apex against the org.
- A Salesforce org with one or more Kugamon managed packages installed:
- Kugamon Quote to Cash (namespace:
kugo2p) - Kugamon Subscription Management (namespace:
kuga_sub) — optional
- Kugamon Quote to Cash (namespace:
Clone the repo and copy (or symlink) the skill folder into your local Claude skills directory:
git clone https://github.com/kugamon/kugamon-skills.git
cp -r kugamon-skills/skills/kugamon-full-qtc-submgmt ~/.claude/skills/Restart Claude Code. The skill will trigger automatically when you ask it to operate on Kugamon objects.
Point your agent's skill loader at skills/kugamon-full-qtc-submgmt/SKILL.md.
Once installed, invoke the skill by asking Claude to perform any Kugamon Quote-to-Cash operation in plain English. Examples:
- "Create a new quote in my Kugamon sandbox for Acme Corp for 50 user licenses."
- "Convert quote SQ-260519-0020461 into an order."
- "Generate an invoice for order SO-260521-0113570 and record a payment."
- "Show me all open renewal opportunities closing this quarter."
The skill handles package detection, record type routing, line-item population, and amount-field interpretation automatically.
During the private testing phase:
- Use the skill with a non-production Kugamon sandbox first.
- Report bugs, unexpected behavior, or wording issues by opening an issue on this repo.
- Once the skill passes validation against all four deployment modes, the repository will be made public.
The repository is currently private and not accepting external contributions. Internal contributors: branch from main, open a PR, and request review from @kuldiph.
Copyright © 2026 Kugamon LLC. All rights reserved. See LICENSE for details.
Questions or issues? Contact support@kugamon.com.