# 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

```bash
# 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:

```bash
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

- [second-brain-core](https://github.com/SpillwaveSolutions/second-brain-core)
- [executive-coordination](https://github.com/SpillwaveSolutions/executive-coordination)
- [account-management](https://github.com/SpillwaveSolutions/account-management)
- [sales-pipeline](https://github.com/SpillwaveSolutions/sales-pipeline)
- [executive-job-search](https://github.com/SpillwaveSolutions/executive-job-search)
- [consulting-leads](https://github.com/SpillwaveSolutions/consulting-leads)
- [content-media](https://github.com/SpillwaveSolutions/content-media)
- [news-digest](https://github.com/SpillwaveSolutions/news-digest)
- [gtm-positioning](https://github.com/SpillwaveSolutions/gtm-positioning)
- [second-brain-marketplace](https://github.com/SpillwaveSolutions/second-brain-marketplace)
- [second-brain-starter](https://github.com/SpillwaveSolutions/second-brain-starter)

### Foundation

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


## Onboarding

Grok Bot and other host agents should start at [docs/ONBOARDING.md](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](docs/GROK_BOT.md) |
| Cursor | [docs/CURSOR.md](docs/CURSOR.md) — `.cursor-plugin` + Agent Plugins 1.0 |
| LangChain Deep Agents | [docs/LANG_CHAIN_DEEP_AGENTS.md](docs/LANG_CHAIN_DEEP_AGENTS.md) |

Write isolation (worktree + PR) lives in second-brain-core: [docs/ISOLATION.md](https://github.com/SpillwaveSolutions/second-brain-core/blob/main/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.

## License

MIT. Copyright 2026 Rick Hightower / contributors.