Account Management

Generic account and relationship ContentPack: clients, contacts, account plans, deliverables, commitments, and renewals. No hard-coded client names.

MIT. Dual-host: Claude Code, Grok Build, and Codex (Agent Skill Standard). Writes OKF Markdown + YAML into a shared second-brain bundle so other agents and local jobs can read the same graph.

Install

# Claude Code
/plugin marketplace add SpillwaveSolutions/account-management
/plugin install account-management@SpillwaveSolutions

# Skilz CLI
skilz install SpillwaveSolutions/account-management

Point the plugin at a shared knowledge root (default knowledge/). All sibling ContentPack plugins write into the same tree.

Skills

Skill	What it does
`/acm-init`	Scaffold the catalogs this plugin owns
`/acm-capture`	Capture a noun into the shared second brain (deterministic write)
`/acm-pack`	Build a bounded ContextPack from a root concept
`/acm-validate`	Validate frontmatter, types, and links
`/acm-session`	Open or close an isolated write session (worktree + PR)
`/acm-doctor`	Health check of the bundle this plugin owns

Nouns this plugin may write

Type	Meaning
`Client`	Account or organization being served
`Contact`	Named person at the account
`Stakeholder`	Person with influence or veto
`RelationshipHealth`	Qualitative health signal
`AccountPlan`	Goals and plays for the account
`StatementOfWork`	Scoped engagement document
`Deliverable`	Promised output
`Milestone`	Date-bound checkpoint
`Issue`	Open problem on the account
`Risk`	Account-level risk
`Opportunity`	Expansion or upsell
`Meeting`	Account conversation
`CallNote`	Call recap
`EmailThread`	Email conversation summary
`Commitment`	Promise made to the account
`InvoiceStatus`	Billing state
`ExpansionOpportunity`	Growth play
`SatisfactionSignal`	NPS / sentiment note
`Escalation`	Raised account issue
`RenewalDate`	Contract renewal marker
`SuccessMetric`	Outcome the account cares about

Relationships

`rel`	Meaning
`belongs_to`	Contact or deliverable belongs to client
`owned_by`	Account manager identity
`has`	Client has plan / SOW / risk
`reports_to`	Contact reporting line
`committed_to`	Commitment toward deliverable
`due_on`	Milestone or renewal date
`originates_from`	Came from meeting or thread
`related_to`	Soft association
`blocks`	Issue blocks deliverable

Catalogs

clients/
contacts/
stakeholders/
account-plans/
deliverables/
milestones/
issues/
commitments/
meetings/
risks/

Deterministic write boundary

The model proposes. Schema-enforced scripts commit:

python3 scripts/acm_common.py write \
  --bundle knowledge \
  --type Client \
  --folder clients \
  --title "Example" \
  --author "Grok Bot: Account Management"

Never invent rel values. Never write types owned by another plugin.

Related plugins

ContentPack suite

Foundation

okf-plugin — Open Knowledge Format graph engine
project-knowledge-capture — Project Knowledge Capture. The why second brain.
system-architecture-capture — System Architecture Capture. The what-is-running second brain.
data-engineering-knowledge-capture — Data Engineering Knowledge Capture. The data-plane second brain.
wiki_ticket_sdd — WikiTicket SDD. Visible work log. Append-only ULID JSONL plus fold.
okf-agent-graph — AGER. Orchestrator / Doer / Judge / Synthesizer.

Onboarding

Grok Bot and other host agents should start at docs/ONBOARDING.md. That file is the history of the LLM-wiki effort, the destination state (Grok Bots and local agents sharing one git-native second brain), and the canonical public repo list.

Multi-host

Works with Claude Code, Grok Build, Codex, Cursor, Agent Plugins 1.0 clients, Grok Bot, and LangChain Deep Agents.

Host	How to load
Claude Code	marketplace + plugin install
Grok Build	zero-config Claude plugin
Codex	Agent Skills / `hooks/hooks.json`
Agent Plugins clients	root `plugin.json` + `skills/`
Grok Bot	docs/GROK_BOT.md
Cursor	docs/CURSOR.md — `.cursor-plugin` + Agent Plugins 1.0
LangChain Deep Agents	docs/LANG_CHAIN_DEEP_AGENTS.md

Write isolation (worktree + PR) lives in second-brain-core: docs/ISOLATION.md. Point SECOND_BRAIN_ROOT at the session bundle. Never hard-code a private remote.

Eight job-function plugins plus core. Knowledge root is always a local path or env the human already owns.

spillwavesolutions/account-management