clickmax-offers

As tools abaixo aparecem com os nomes que o MCP da Clickmax registra. Se o seu cliente de IA prefixar nomes de tool (mcp__<servidor>__, mcp_<servidor>_, ou outro), use o nome já prefixado que aparecer na sua lista de tools.

When this applies

Use this skill for offer-level commercial control: pricing/currency/checkout variants, cloning the main offer, readiness diagnostics, approval submission, archive/unarchive, and destructive delete.

Not this skill:

• product catalog identity/archive/delete -> use the direct product tools

Key assumptions

• the offer is the sellable variant; one main offer is created with the product
• lifecycle is draft -> pending_approval -> active
• offers_get_incomplete_reason is the preflight diagnostic before approval
• Sellability gate (internal checkout). An internal-checkout offer becomes approvable only when offers_get_incomplete_reason returns empty. For a fresh offer it typically flags: softDescriptor (the ≤15-char name shown on the buyer's card/invoice statement; some gateways trim it further, to ~13 alphanumeric chars), supportPhone, deliverables (what the buyer receives — required for community|course|ebook|physical|other|software|mentorship; NOT for event|services|consultancy), and description. supportEmail defaults to the account owner's email, so it rarely blocks. External-checkout offers (any externalUrl) skip all of these.
• Two blockers Max cannot fix: sellerStatus and bankAccountStatus come from the seller's own payout onboarding (identity + bank account); no offer edit clears them. Surface them as "finish your seller/payout registration" and stop.
• Custom support email = verified flow. The default support email is the account owner's, so supportEmail rarely blocks. A DIFFERENT address must be registered (offers_create_support_email) and then verified by the user clicking a link sent to that inbox (out-of-band). Only after verifiedAt is set (check via offers_list_support_emails) can it be attached with offers_update (offerSupportEmailId); attaching an unverified one fails. Do not register a custom email unless the user explicitly wants one.
• Product image ≠ checkout banner — never confuse them. bannerDesktop/bannerMobile (settable via offers_update) are the checkout's promotional banner art. The product's OWN image (the photo/thumbnail that represents the product) is a SEPARATE slot: it is set by uploading a file to the offer's product-image slot, and NO offer field turns an arbitrary image URL into it — offers_update cannot set the product image. Never drop a product image into bannerDesktop/bannerMobile as a stand-in; that is a different thing (checkout background art).
• Approval is moderated, not automatic. offers_send_to_approval moves a cleared offer to review (pending_approval); a human moderator turns it active. Max can complete fields and submit, never self-approve. Checkout sells only an active offer; before that it renders as preview only.
• offers_create creates secondary offers only; clone-main is the safer variant path
• offers_update preserves the same offer id and existing checkout identity
• Offer type matters: internal offers sell through Clickmax checkout; external offers redirect/use externalUrl
• Public checkout identity is exposed as hash; keep it stable unless the user intentionally creates/clones a different offer
• Prices use the smallest currency unit; recurring behavior is controlled by isRecurrent and payment configuration, not product identity alone
• quantityItems controls delivered/sold quantity semantics for the offer variant
• type (offer nature) is a full enum, not a physical/other binary: community | course | ebook | event | physical | other | services | software | consultancy | mentorship. Pick the specific value that matches the product (e.g. a course product's offers use course, not other) — never default non-physical offers to other.

Thought process

1. Distinguish read/diagnose from variant creation from lifecycle activation.
2. Prefer cloning the main offer when the user wants a close derivative.
3. Run incomplete-reason diagnostics before approval submission.
4. Confirm destructive delete when intent is not already explicit.

Execute guide

• Use offers_get to inspect one offer by id.
• Use offers_get_incomplete_reason before approval to identify every blocking item for that offer id.
• Use offers_create to create a secondary offer under the same product, passing the product id, offer name, price fields in cents, currency, and the intended paymentConfig.
• Use offers_clone_main_offer when the user wants a new variant that inherits the current main-offer setup for the product id. It does NOT auto-inherit everything: name, originalPrice, and paymentConfig are required inputs even though other offer fields are copied — supply them explicitly (reuse the main offer's own values from offers_get when the user just wants a near-identical clone).
• Use offers_update when the user wants to keep the same offer id and checkout identity while changing commercial fields such as name, price, default installment, currency, or paymentConfig. This is a FULL REPLACE, not a patch — name, type, productType, currency, originalPrice, defaultInstallment, and supportPhone are all required on every call. Call offers_get first and resend the complete set with only the intended field changed; sending just the changed field(s) fails validation on the rest.
• Use offers_send_to_approval only after blockers are cleared for that offer id.
• Use offers_archive or offers_unarchive for lifecycle visibility changes without deleting the offer.
• Use offers_delete only for explicit permanent removal and expect failure when transaction history prevents deletion.
• Use offers_add_membership_delivery to make an offer deliver a Clickmax members-area classroom (offerId + portalId + classroomId); it adds an internal_membership deliverable so buyers get classroom access. Build the members area first (clickmax-members-area) to get the portal/classroom ids. Adds a deliverable, does not replace existing ones.
• Use offers_add_link_delivery to deliver external link(s) the user already has (a hosted PDF, a Drive/Notion page, a third-party course area): pass offerId + links ([{ title, url }], http(s)). Prefer this over offers_add_membership_delivery when the deliverable is NOT a Clickmax classroom. Never fabricate the URL — ask the user for it, or offer to build a members area when they have no destination yet.
• Use offers_add_file_delivery to deliver a file the user uploads (e.g. a PDF). When deliverables is a blocker and the user has the material as a file, OFFER a direct file upload first — let them attach it in the chat and use the public url you get back, plus a title (optional description). Don't force them to find or host a link for something they can simply upload. Reserve offers_add_link_delivery for a deliverable that already lives at an external URL, and offers_add_membership_delivery for a Clickmax members-area classroom.
• Readiness wizard (make an offer sellable). ASK FIRST, ACT SECOND — never auto-fill or auto-decide. The FIRST step of completing an offer is a single question batch collecting the checklist below (deliverable type + support phone + support email + product image); you MUST NOT call offers_update / offers_add_* / offers_set_product_image / offers_send_to_approval before you have the user's answers. NEVER guess the deliverable (e.g. silently assume a members area), never auto-fill the phone/email, never skip the image — executing without asking is the WORST failure of this flow, and it keeps happening in long conversations, so treat "I already have enough to just run the tools" as a red flag: ask. offers_get_incomplete_reason is ONLY a preflight check — do NOT use it as the question list. ALWAYS walk the user through this FIXED checklist; some items are NOT in incompleteReason yet MUST still be asked (support email has a default, product image is a frontend-only pendency). Ask them (batch the simple ones), then fill each:
  • invoice name (softDescriptor) — pre-fill a ≤15-char suggestion for the user to confirm/edit → offers_update;
  • support phone (supportPhone) → offers_update;
  • support email — ALWAYS ask, even though it is NOT a blocker. Read the offer's current supportEmail via offers_get and SHOW it as the default (e.g. "e-mail de suporte atual: user@conta.com — manter ou trocar?"); keep it, or if the user gives a different address run the verified-email flow below;
  • description (min 50 chars — incompleteReason only checks presence, not length, so expand a too-short one before saving) → offers_update;
  • deliverable — ONLY when the offer type requires one (community|course|ebook|physical|other|software|mentorship; NOT event|services|consultancy). FIRST ask how the buyer receives it (one select: upload a file/PDF · an external link · a Clickmax members area); do NOT assume the type. THEN branch: file → upload → offers_add_file_delivery; link → ask URL (+ title) → offers_add_link_delivery; members area → get/create portal+classroom (clickmax-members-area) → offers_add_membership_delivery;
  • product image — ALWAYS offer it. It is NEVER in incompleteReason (frontend-only pendency), so you MUST ask proactively: have the user upload an image, then offers_set_product_image (offer id + uploaded URL). Never route it to the banner. Then re-run offers_get_incomplete_reason until empty and offers_send_to_approval. If it returns sellerStatus/bankAccountStatus, stop and route the user to the Carteira Clickmax to finish payout registration — not fixable here. Offer it with a navigation CTA action="open-page" path="/sales/wallet" (the wallet lives at /sales/wallet, NEVER /wallet).
• Custom support email (only if the user wants one different from the account's): offers_create_support_email → user clicks the link sent to that inbox → confirm via offers_list_support_emails (verifiedAt set) → attach the id via offers_update (offerSupportEmailId). offers_resend_support_email_validation re-sends the link. The account email already satisfies the gate, so this is optional polish.
• Product image: to set or replace the product's main image, collect the image (ask the user to upload it) and then call offers_set_product_image with the offer id + the uploaded image URL. Do NOT use offers_update for this, and NEVER bannerDesktop/bannerMobile (separate checkout banner art). It is a common product pendency worth offering during product creation/completion.
• Exact param names for the delivery/image tools (call them directly — no need to inspect the schema first): offers_set_product_image takes offerId + imageUrl (the param is imageUrl, not image); offers_add_file_delivery takes offerId + url + title (+ optional description) for a SINGLE file — it is NOT an array and NOT a files field; offers_add_link_delivery takes offerId + links, where links IS an array of { title, url }; offers_add_membership_delivery takes offerId + portalId + classroomId.

Report

• Start with the offer identity and whether it is main or secondary.
• Then report lifecycle state, commercial settings changed or inspected, and any remaining blockers.
• For approval requests, say clearly ready for approval or list each blocking item.
• For create/clone/update/archive/unarchive/delete actions, state the action result first and keep follow-up actions opt-in.
• After a create/publish that finishes the requested work, follow clickmax-getting-started to close with at most one opt-in offer of the next setup task.

Warnings

• Do not create a new secondary offer when the user really wants to modify the existing offer.
• Approval is not automatic; diagnostics matter. It is moderated by a human — never report an offer as approved/live just because it was submitted.
• sellerStatus/bankAccountStatus blockers are the seller's payout onboarding; no offer edit clears them.
• Never fabricate deliverable content — ask the user for the link, or build a members area; do not invent a URL or auto-generate files.
• Route images by intent: an image FOR the product ("add an image to product X", "imagem do produto") → offers_set_product_image, NEVER the banner. Only use bannerDesktop/bannerMobile (via offers_update) when the user explicitly asks for checkout banner art. A "product image" request must never end up in offers_update.
• Delete can be blocked by transaction history.

Anti-patterns

• Treating product and offer as the same object.
• Sending to approval without checking blockers.
• Treating externalUrl or checkout hash as cosmetic fields.

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Clickmax skill revision: e3851ddecfda