sales

roots-sales-plugin

Sales productivity plugin for Roots.Tech — Thai Odoo ERP implementation firm.

Based on Anthropic's official sales plugin, extended with:

• Odoo-specific skills (GAP analysis, Manday estimation, TOR analysis, bid prep)
• Live Odoo CE integration (CRM pipeline sync, sales order reports via odoorpc-cli)
• Thai market context and government procurement support
• Google Workspace connectors (Drive, Gmail, Calendar)
• PM skills for requirements and SRS documentation
• 6 sub-agents for SE work, MOM writing, proposal review, PM handoff, and TOR factory orchestration

Install

# Add Roots plugin marketplace
claude plugin marketplace add jakapolr/roots-sales-plugin

# Install this plugin
claude plugin install sales@roots-sales-plugin

Structure

roots-sales-plugin/
├── .claude-plugin/
│   ├── plugin.json              # Plugin manifest (name: sales, v3.3.0)
│   └── marketplace.json         # Marketplace registration
├── .mcp.json                    # Google Workspace connectors (3 active)
├── CONTEXT.md                   # Roots company context (auto-loaded)
├── CONNECTORS.md                # Tool stack documentation
├── README.md                    # This file
├── meeting-registry.md          # Central meeting index (template)
│
├── references/                  # Canonical knowledge (cited by skills)
│   └── odoo-editions.md         # Community / Enterprise / Online / BEECY SaaS / Community impl
│
├── skills/                      # 33 skills
│   ├── [FROM UPSTREAM — anthropics/knowledge-work-plugins/sales]
│   │   ├── account-research/        # Company research
│   │   ├── call-prep/               # Meeting preparation
│   │   ├── call-summary/            # MOM from transcript
│   │   ├── competitive-intelligence/ # Competitor analysis
│   │   ├── create-an-asset/         # Sales materials
│   │   ├── daily-briefing/          # Morning summary
│   │   ├── draft-outreach/          # Email writing
│   │   ├── forecast/                # Pipeline forecast
│   │   └── pipeline-review/         # Deal review
│   │
│   ├── [FROM pm-skills — product-on-purpose/pm-skills]
│   │   ├── meeting-synthesize/       # Multi-meeting synthesis
│   │   ├── prd/                     # SRS / requirements doc
│   │   ├── user-stories/            # Task breakdown
│   │   ├── acceptance-criteria/     # Test cases
│   │   └── lean-canvas/             # Project fit analysis
│   │
│   ├── [CUSTOM — Roots-specific]
│   │   ├── sales-help/              # Navigator — routes user to right tool
│   │   ├── odoo-editions/           # Editions/hosting/BEECY explainer (cites references/)
│   │   ├── odoo-gap-analysis/       # Enterprise vs BEECY SaaS vs Community impl GAP
│   │   ├── roots-manday-estimator/  # Project cost estimation
│   │   ├── roots-tor-analyzer/      # Government TOR PDF analysis
│   │   └── roots-bid-prep/          # Bid qualification & documents
│   │
│   ├── [ODOO CRM INTEGRATION — v3.1.0 / v3.2.0]
│   │   ├── odoorpc-cli/             # Odoo JSON-RPC CLI wrapper (upstream: biszx/odoorpc-cli)
│   │   ├── odoo-crm-sync/           # Pull live CRM pipeline from Odoo CE (crm.lead)
│   │   ├── odoo-sales-report/       # Pull confirmed sale orders, revenue summary (sale.order)
│   │   └── roots-sales-dashboard/   # 3-mode live dashboard: strategic / month-close / intelligence
│   │
│   └── [TOR RESPONSE FACTORY — Phase 3 Custom]
│       ├── roots-tor-intake/         # Register a new TOR: Drive folder, calendar gates (G0)
│       ├── roots-compliance-matrix/  # Decompose TOR into row-level compliance matrix (G2)
│       ├── roots-scoring-matrix/     # Map evaluation criteria to weighted response strategy
│       ├── roots-evidence-matcher/   # Match TOR requirements to Evidence_Library entries
│       ├── roots-doc-freshness/      # Check company/eligibility document expiry dates
│       ├── roots-lc-check/           # Verify bank guarantee / LC facility availability
│       ├── roots-cv-builder/         # Generate standardized tender CVs for bid team
│       ├── roots-submission-packager/ # Assemble and lock the final submission package (G5)
│       └── roots-lessons-learned/    # Record win/loss result and lessons in register (G6)
│
├── agents/                      # 6 sub-agents
│   ├── se-orchestrator.md           # AI Sales Engineer (5 modes)
│   ├── mom-writer.md                # MOM + registry + follow-up email
│   ├── proposal-reviewer.md         # Quality gate before sending (read-only)
│   ├── pm-handoff.md                # Sales → PM/Delivery handoff
│   ├── tor-factory-orchestrator.md  # Orchestrates G0–G6 TOR pipeline across all factory skills
│   └── tor-qa-reviewer.md           # QA gate agent: checks compliance matrix & scoring coverage
│
├── registers/                   # 10 data registers (TOR Response Factory)