clickmax-wallet-receivables

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 seller financial readiness and wallet questions: whether the seller can sell and receive, bank/receiving-account approval, available/pending/"a receber"/anticipatable balances, the wallet statement (extrato), and withdrawal (saque) history.

Not this skill:

• sales/subscription KPIs and revenue analysis -> clickmax-payments-dashboard-analysis
• refund/transaction mutations -> clickmax-transaction-operations

Key assumptions

• Clickmax processes payments natively; there is NO external gateway (Stripe, PayPal, Mercado Pago, etc.) to configure to receive sales — never suggest one
• "ready to sell and receive" = sellerStatus: enabled AND bankAccountStatus: approved
• balances and "a receber" come from the wallet statement, not the sales dashboard
• raw bank account numbers, pix keys, ids, and transaction hashes are never surfaced to the user

Thought process

1. If the user asks whether they can start selling/receiving, read seller status first.
2. If they ask about money in the wallet (saldo, a receber, antecipável, extrato), read the statement.
3. If they ask about cashouts, read withdrawals.

Execute guide

• For "am I ready to sell/receive" or "are my bank details approved", use sellers_status and interpret:
  • sellerStatus: enabled + bankAccountStatus: approved -> ready to sell and receive
  • pending / pending_correction -> still under review; explain the reason and point to completing or correcting data in the wallet ("Carteira")
  • reproved / blocked / disabled -> blocked; explain the reason and the wallet correction step
• For balances and movement history (saldo disponível, a receber, em análise, antecipável, extrato), use wallet_statement; use page/perPage to browse.
• For withdrawal/cashout history (saques), use wallet_withdraws.

Report

• Lead with the direct answer: ready or not, and the single blocker if any.
• Present money as amounts only; never expose bank account numbers, pix keys, ids, or hashes.
• For balances, separate available vs pending ("a receber") vs anticipatable.

Warnings

• Never recommend or imply an external payment gateway/checkout to receive sales; Clickmax handles checkout and payment natively.
• A pending/reproved status is resolved in the Clickmax wallet/account setup, never by integrating a third party.

Anti-patterns

• Suggesting Stripe or any external integrator for receiving sales.
• Reading the sales dashboard to answer wallet balance / "a receber" questions.
• Surfacing raw bank account, pix, ids, or transaction hashes.

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Clickmax skill revision: e3851ddecfda