clickmax-workspace-plans

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 the workspace's own Clickmax SaaS billing plan: inspect current plan/usage, compare upgrades, view invoice or plan transaction history, preview cancellation impact, cancel the current plan, or manage the cards the workspace pays Clickmax with.

Not this skill:

• customer subscriptions sold by the workspace -> clickmax-seller-subscriptions

Key assumptions

• this surface is about the workspace as Clickmax customer
• usage metrics are current billing-period counts
• cancel preview should come before cancel execution when intent is exploratory
• cancelling does NOT take effect immediately: the plan enters a retention window and is only cancelled at scheduledFor, during which support can revert it. The window shrinks when a renewal charge is close, and disappears entirely when the charge is imminent (executedImmediately: true)
• there is no admin/cross-workspace cancel tool here — the cancel tool is scoped to the CALLING workspace's own plan only; there is no way to target another workspace's subscription from this skill

Thought process

1. Confirm the user means the workspace's own Clickmax subscription, not customer subscriptions sold by that workspace.
2. Separate read-only questions from cancellation intent.
3. Cancel with plans_cancel_current_plan (structured reason, always the caller's own current plan). Preview first with plans_cancel_preview whenever the intent is still exploratory. Report the returned scheduledFor — never tell the user the plan is already cancelled.

Execute guide

• Use plans_user_summary, plans_user_metrics, and plans_invoice_summary together for current plan overview, billing status, renewal context, and current billing-period usage.
• plans_user_metrics is the source for the workspace's current LIMITS: it returns, per resource, used, limit, and remaining (limit -1/empty = unlimited). Use it whenever the user asks about their plan usage/limits ("uso do plano", "quais meus limites", "quanto já usei") or wants to see where they stand across resources.
• Use plans_upgrade_list when the user wants higher-tier options or a comparison between the current plan and available upgrades.
• Use plans_transaction_history for past billing events, renewals, charges, and plan movements.
• Use plans_pending_changes to detect already-scheduled plan changes before suggesting or performing another change.
• Use plans_cancel_preview when the user is still evaluating cancellation impact, timing, expiration, or access loss — it takes NO input, it always previews the caller's own current plan.
• Cancel with plans_cancel_current_plan (requires a structured reason; reasonDescription is mandatory when the reason is other; type picks keep-account vs delete-account). Always targets the caller's own current plan, and only after the user clearly asked to cancel.
• After cancelling, state the effective date from scheduledFor and that the plan stays usable until then. Saying "cancelled" flat out is wrong while the window is open.
• Before any cancellation path, check pending changes so you do not stack a new mutation on top of an already-scheduled one.
• Manage the workspace's own SaaS-billing cards (the cards paying for THIS Clickmax plan, not a customer's checkout card — different domain, do not confuse with clickmax-transaction-operations/checkout buyers): buyers_cards_list to see saved cards, buyers_card_set_default to promote one (it decides which card Clickmax charges next and unsets the previous default — confirm the card with the user first), buyers_purchases_list to check active commitments before deleting a card, then buyers_card_delete only when removal is explicit.

Report

• Open with the scope: current plan, usage, billing history, upgrade options, pending changes, or cancellation impact.
• Order the answer: current state -> relevant metrics/history -> next action options.
• When showing current usage/limits, render a cx-limits card — one cx-row per resource with label (friendly resource name), value = used/limit (e.g. 1/2, or 1 / Ilimitado for unlimited), and pct = the usage percentage (omit pct for unlimited). The card draws a usage bar per resource (green → amber → red as it fills) and a "% utilizado" readout. Use friendly names in the user's language (Funis, Páginas, Quizzes, Produtos, Leads, Automações, Área de membros, Projetos, Domínios, Assentos, Créditos, Envios de e-mail/SMS/WhatsApp…), never the raw metric key. List resources with a defined numeric limit first; you may omit purely unlimited ones if the list is long. When any resource is at its limit, add an upgrade cx-cta action="open-page" path="/settings/plan" beneath the card.
• For cancellation preview or cancellation result, state scheduled effects such as expiration timing or pending access changes when returned.
• Treat follow-up mutations as opt-in only unless the user explicitly asked to cancel.

Warnings

• Do not use customer subscription tools here.
• The cancel tool is destructive and self-scoped to the caller's own workspace plan — there is no separate admin/cross-workspace variant to reach for.
• buyers_card_delete is destructive; check buyers_purchases_list first and confirm before deleting a card backing an active commitment.

Anti-patterns

• Canceling without preview when the user is still evaluating options.
• Mixing workspace SaaS billing with seller revenue operations.
• Reaching for a plans_admin_* tool — it does not exist; the cancel tool already only affects the caller's own workspace.

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Clickmax skill revision: e3851ddecfda