company-admin

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

What I Do

我的功能

This skill instructs how to access and update company administrative information. All data lives in Notion - this skill just tells you where to find it and how to update it.

本技能指导如何访问和更新公司行政信息。所有数据都存储在Notion中——本技能仅告知你查找和更新数据的方法。

Prerequisites

前置条件

Required:
.env
file

必需:.env文件

This skill requires a
.env
file at
.opencode/skill/company-admin/.env
with Notion page IDs.
If the file doesn't exist or is missing info, ask the user:
I need to set up the company-admin skill. Please provide:
1. MCP Skills page ID (company-level info)
2. Admin/Legal page ID (personal details, sensitive info)
3. Investor Cheat Sheet page ID (optional)

You can find page IDs in the Notion URL after the page title.
Then create the
.env
file:
bash
undefined
本技能需要在
.opencode/skill/company-admin/.env
路径下存放包含Notion页面ID的
.env
文件。
如果文件不存在或信息缺失,请询问用户:
我需要配置company-admin技能。请提供以下信息:
1. MCP Skills页面ID(公司级信息)
2. Admin/Legal页面ID(个人详情、敏感信息)
3. Investor Cheat Sheet页面ID(可选)

你可以在Notion页面URL的页面标题后找到页面ID。
然后创建
.env
文件:
bash
undefined

Check if .env exists

检查.env是否存在

cat .opencode/skill/company-admin/.env
cat .opencode/skill/company-admin/.env

If missing, create it with user-provided values

如果缺失,使用用户提供的值创建文件

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.env
Template

.env模板

env
undefined
env
undefined

Notion Page IDs for Company Admin

公司行政用Notion页面ID

Find these in the Notion URL: notion.so/[page-title]-[PAGE_ID]

在Notion URL中查找:notion.so/[页面标题]-[PAGE_ID]

NOTION_MCP_SKILLS_PAGE_ID= NOTION_ADMIN_LEGAL_PAGE_ID= NOTION_INVESTOR_CHEAT_SHEET_ID=
NOTION_MCP_SKILLS_PAGE_ID= NOTION_ADMIN_LEGAL_PAGE_ID= NOTION_INVESTOR_CHEAT_SHEET_ID=

External service URLs (non-sensitive)

外部服务URL(非敏感)

Workflow

工作流程

Step 1: Load Config

步骤1:加载配置

bash
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bash
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First, check for .env file

首先,检查.env文件

cat .opencode/skill/company-admin/.env

If missing or incomplete → Ask user to provide the page IDs and create the file.
cat .opencode/skill/company-admin/.env

如果文件缺失或信息不完整 → 请用户提供页面ID并创建文件。

Step 2: Fetch from Notion

步骤2:从Notion获取数据

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For company-level info (incorporation, officers, addresses)

公司级信息(注册信息、管理人员、地址)

notion_notion-fetch: id="$NOTION_MCP_SKILLS_PAGE_ID" → Look at "Company Admin" section
notion_notion-fetch: id="$NOTION_MCP_SKILLS_PAGE_ID" → 查看「Company Admin」板块

For personal details (passport, addresses, stock status)

个人详情(护照、地址、股权状态)

notion_notion-fetch: id="$NOTION_ADMIN_LEGAL_PAGE_ID"
notion_notion-fetch: id="$NOTION_ADMIN_LEGAL_PAGE_ID"

For investor questions

投资者相关问题

notion_notion-fetch: id="$NOTION_INVESTOR_CHEAT_SHEET_ID"
undefined
notion_notion-fetch: id="$NOTION_INVESTOR_CHEAT_SHEET_ID"
undefined

Step 3: Update Notion (when user provides new info)

步骤3:更新Notion(当用户提供新信息时)

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Update Admin/Legal page (personal info, stock status, etc.)

更新Admin/Legal页面(个人信息、股权状态等)

notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "[find appropriate section]" new_str: "[new content]"
notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "[找到对应板块]" new_str: "[新内容]"

Update MCP Skills page (company-level info)

更新MCP Skills页面(公司级信息)

notion_notion-update-page: page_id: "$NOTION_MCP_SKILLS_PAGE_ID" command: "insert_content_after" or "replace_content_range" ...

---
notion_notion-update-page: page_id: "$NOTION_MCP_SKILLS_PAGE_ID" command: "insert_content_after" or "replace_content_range" ...

---

What Goes Where

信息存储位置

Info TypeStore In
Personal details (passport, DOB, citizenship)Admin/Legal page
Personal addresses (home, mailing)Admin/Legal page
Stock/shares statusAdmin/Legal page
Company details (legal name, state, industry)MCP Skills → Company Admin
Officers/directors/shareholdersMCP Skills → Company Admin
Company addresses (registered agent, bank)MCP Skills → Company Admin
Service providers (Firstbase, Mercury)MCP Skills → Company Admin
Investor Q&AInvestor Cheat Sheet

信息类型存储位置
个人详情(护照、出生日期、国籍)Admin/Legal页面
个人地址(家庭地址、邮寄地址)Admin/Legal页面
股权状态Admin/Legal页面
公司详情(法定名称、所在州、行业)MCP Skills → Company Admin
管理人员/董事/股东MCP Skills → Company Admin
公司地址(注册代理、银行)MCP Skills → Company Admin
服务提供商(Firstbase、Mercury)MCP Skills → Company Admin
投资者问答Investor Cheat Sheet

Security Rules

安全规则

DO

允许操作

  • Store page IDs in
    .env
    file (gitignored)
  • Fetch from Notion for accurate, up-to-date info
  • Update Notion when user provides new info
  • Ask user to create
    .env
    if missing
  • 将页面ID存储在
    .env
    文件中(已加入git忽略)
  • 从Notion获取准确、最新的信息
  • 当用户提供新信息时更新Notion
  • 如果
    .env
    文件缺失,询问用户创建

DON'T

禁止操作

  • Hardcode page IDs in the skill file
  • Cache sensitive info anywhere locally
  • Echo passport numbers, SSN in chat responses
  • Guess or make up legal/financial details

  • 在技能文件中硬编码页面ID
  • 在本地缓存敏感信息
  • 在聊天回复中回显护照号、社保号等敏感数据
  • 猜测或编造法律/财务细节

Common Tasks

常见任务

TaskAction
"What's our address?"Fetch MCP Skills page → Company Admin → Addresses
"Update my address"Update Admin/Legal page in Notion
"Fill out a form"Fetch relevant page, use info, don't echo sensitive data
"Add new company info"Update MCP Skills page → Company Admin section
"Stock/shares question"Fetch Admin/Legal page → Stock section

任务操作
"我们的地址是什么?"获取MCP Skills页面 → Company Admin → 地址板块
"更新我的地址"在Notion中更新Admin/Legal页面
"填写表单"获取相关页面,使用信息,不要回显敏感数据
"添加新的公司信息"更新MCP Skills页面 → Company Admin板块
"股权相关问题"获取Admin/Legal页面 → 股权板块

Admin Tasks Management

行政任务管理

Tasks are stored in the Admin/Legal page under "# Admin Tasks" section.
任务存储在Admin/Legal页面的「# Admin Tasks」板块下。

Task Structure

任务结构

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markdown
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Admin Tasks

Admin Tasks

Active Tasks

进行中任务

[Category] (Due: [date])

[分类](截止日期:[日期])

  • Task name - Description
    • Subtask or context
    • Links, phone numbers, etc.
  • Another task
  • 任务名称 - 描述
    • 子任务或上下文
    • 链接、电话号码等
  • 另一项任务

Completed Tasks

已完成任务

  • Completed task - moved here when done
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  • 已完成任务 - 完成后移至此处
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How to Add a Task

如何添加任务

notion_notion-update-page:
  page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID"
  command: "insert_content_after"
  selection_with_ellipsis: "## Active Tasks...appropriate category"
  new_str: "- [ ] **New task** - Description\n  - Subtask details"
notion_notion-update-page:
  page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID"
  command: "insert_content_after"
  selection_with_ellipsis: "## Active Tasks...对应分类"
  new_str: "- [ ] **新任务** - 描述\n  - 子任务细节"

How to Complete a Task

如何标记任务完成

  1. Fetch the Admin/Legal page
  2. Find the task in "Active Tasks"
  3. Move it to "Completed Tasks" section with
    [x]
    checked
notion_notion-update-page:
  page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID"
  command: "replace_content_range"
  selection_with_ellipsis: "- [ ] **Task name**...details"
  new_str: ""  # Remove from Active
  1. 获取Admin/Legal页面
  2. 在「进行中任务」中找到对应任务
  3. 将其移至「已完成任务」板块并标记
    [x]
notion_notion-update-page:
  page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID"
  command: "replace_content_range"
  selection_with_ellipsis: "- [ ] **任务名称**...细节"
  new_str: ""  # 从进行中移除

Then add to Completed:

然后添加至已完成:

notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "## Completed Tasks" new_str: "\n- [x] Task name - Done [date]"
undefined
notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "## Completed Tasks" new_str: "\n- [x] 任务名称 - 已完成 [日期]"
undefined

How to Add Subtasks

如何添加子任务

When researching a task reveals subtasks (like Gusto setup), add them nested:
markdown
- [ ] **Main task**
  - [ ] Subtask 1
  - [ ] Subtask 2
  - Context: links, phone numbers, notes
当调研任务发现子任务时(如Gusto设置),添加嵌套子任务:
markdown
- [ ] **主任务**
  - [ ] 子任务1
  - [ ] 子任务2
  - 上下文:链接、电话号码、备注

Task Categories

任务分类

CategoryExamples
Gusto SetupPayroll, tax registration, workers comp
Stock/LegalShare issuance, legal filings
TaxFilings, registrations, deadlines
BankingMercury setup, account changes
ComplianceCA requirements, retirement plans

分类示例
Gusto设置薪资发放、税务登记、工人赔偿
股权/法律股权发行、法律备案
税务备案、登记、截止日期
银行业务Mercury设置、账户变更
合规性加州要求、退休计划

First-Time Setup

首次设置

If
.env
file is missing, run this flow:
  1. Ask user for Notion page IDs
  2. Create
    .env
    file:
bash
cat > .opencode/skill/company-admin/.env << 'EOF'
NOTION_MCP_SKILLS_PAGE_ID=[user-provided]
NOTION_ADMIN_LEGAL_PAGE_ID=[user-provided]
NOTION_INVESTOR_CHEAT_SHEET_ID=[user-provided]
FIRSTBASE_DASHBOARD_URL=https://app.firstbase.io/company/OR5DEAF6/details
TEAM_CALENDAR_URL=https://cal.com/team/0finance/30
EOF
  1. Verify by fetching a page
  2. Confirm setup complete
如果
.env
文件缺失,请执行以下流程:
  1. 询问用户获取Notion页面ID
  2. 创建
    .env
    文件:
bash
cat > .opencode/skill/company-admin/.env << 'EOF'
NOTION_MCP_SKILLS_PAGE_ID=[用户提供的ID]
NOTION_ADMIN_LEGAL_PAGE_ID=[用户提供的ID]
NOTION_INVESTOR_CHEAT_SHEET_ID=[用户提供的ID]
FIRSTBASE_DASHBOARD_URL=https://app.firstbase.io/company/OR5DEAF6/details
TEAM_CALENDAR_URL=https://cal.com/team/0finance/30
EOF
  1. 通过获取页面验证配置
  2. 确认设置完成