Recoup — Track Onboarding
Score an account against the Recoup activation funnel and say exactly what to
do next. The checkpoint definitions, API calls, and scoring rules live in
references/onboarding-checkpoints.md — read that first.
Prerequisites
- A connected account:
RECOUP_API_KEYfrom~/.claude/recoup.env(if absent, run recoup-platform-connect-account first — that IS step 1). - Base URL
https://api.recoupable.dev/api, auth headerx-api-key. Load recoup-platform-api-access for endpoint plumbing. - Recoup staff with an admin token may score any account by appending
?account_id=<uuid>to the list endpoints (reads only).
Procedure
-
Run the owner-token check for each checkpoint in
references/onboarding-checkpoints.md, in order. Every call is a GET. -
Present the scorecard: one row per checkpoint, ✓/—, with the evidence (counts, names, dates). State the furthest contiguous step and any skipped steps explicitly.
-
Name the single next action and hand off to the skill that does it:
Missing step Route to 2 — no artist recoup-roster-add-artist (bulk roster: recoup-roster-onboard) 3 — no socials recoup-roster-manage-artist 4 — never chatted suggest one concrete first prompt using their artist's name 5–6 — no valuation / unclaimed catalog recoup-catalog-estimate-value 7 — no scheduled task propose one recurring report tied to what they did in steps 4–6 (e.g. weekly streams + socials digest for their claimed catalog) 8 — not paying mention Pro only if they hit a limit; never lead with it -
One goal per session: recommend exactly one next step, not the whole list. If the account is fully activated (through step 7), say so and stop.
Guardrails
- Read-only: this skill never creates artists, tasks, or catalogs — it routes to the skill that does, and that skill asks its own confirmations.
- Don't shame gaps ("you haven't done X") — frame as the next win.
- An empty roster on a fresh key can be a throwaway-credential problem, not a new account: if orgs AND artists are empty but the account is weeks old, surface that (see recoup-platform-connect-account guardrails) instead of restarting onboarding.