Initial commit: Handoff Pro MCP server for Kellow Construction

SKILL.md

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+---
+name: handoff-pro
+description: "Construction estimation, proposals, invoicing, and project management for Kellow Construction. Syncs with JobTread and QuickBooks Online. Use for any estimate, proposal, invoice, budget, or project tracking request."
+---
+
+# Handoff Pro — Construction Project Management
+
+MCP server at `http://192.168.86.11:3101/sse` (registered in mcporter as `handoff-pro`).
+
+## Quick Reference
+
+Call tools via: `mcporter call handoff-pro.<tool> key=value`
+
+### Estimation Workflow
+1. User describes job → `generate_estimate description="kitchen remodel, 200sqft, new cabinets and countertops"`
+2. Optionally enrich with design-agent: `mcporter call design-agent.estimate_cost ...` and `design-agent.get_permit_matrix ...`
+3. Review estimate → `get_estimate estimate_id=<id>`
+4. Generate proposal → `draft_proposal estimate_id=<id>`
+5. Request signature → `request_signature estimate_id=<id> client_name="John Smith"`
+
+### Invoice Workflow
+1. Create invoice → `create_invoice estimate_id=<id>`
+2. Sync to JobTread → `jt_push_invoice invoice_id=<id>`
+3. Sync to QBO → `sync_invoice_qbo invoice_id=<id>`
+4. Mark paid → `mark_invoice_paid invoice_id=<id>`
+
+### JobTread Sync
+- Pull all jobs: `jt_pull_jobs`
+- List customers: `jt_list_customers`
+- Push estimate: `jt_push_estimate estimate_id=<id>`
+- Check sync: `jt_sync_status job_id=<id>`
+
+### Daily Operations
+- Log work: `create_daily_log job_id=<id> notes="framed walls" crew_names="Mike, Sarah" hours_worked=8`
+- Analyze site: `analyze_site observations="water damage in corner, cracked foundation" job_id=<id>`
+- Budget check: `get_budget_report job_id=<id>`
+- Set milestone: `set_milestone job_id=<id> phase_name="Framing" start_date="2026-06-01"`
+
+### Pricing Catalogs
+- List: `list_catalogs`
+- Create: `create_catalog name="Commercial" labor_rates={"framing":95,"electrical":110}`
+
+## All Tools (30)
+
+| Tool | Purpose |
+|------|---------|
+| `list_catalogs` | List pricing catalogs |
+| `create_catalog` | Create pricing catalog |
+| `get_catalog` | Get catalog by ID |
+| `update_catalog` | Update catalog rates |
+| `delete_catalog` | Delete catalog |
+| `create_job` | Create local job |
+| `list_jobs` | List jobs (optional status filter) |
+| `get_job` | Get job + estimates + invoices |
+| `update_job` | Update job fields |
+| `create_estimate` | Create estimate with line items |
+| `get_estimate` | Get estimate + line items |
+| `generate_estimate` | AI: parse description → estimate |
+| `draft_proposal` | Generate proposal from estimate |
+| `create_invoice` | Create invoice from estimate |
+| `list_invoices` | List invoices |
+| `mark_invoice_paid` | Mark invoice paid |
+| `sync_invoice_qbo` | Sync invoice to QuickBooks |
+| `jt_list_customers` | List JobTread customers |
+| `jt_pull_jobs` | Pull jobs from JobTread |
+| `jt_push_estimate` | Push estimate to JobTread |
+| `jt_push_invoice` | Push invoice to JobTread |
+| `jt_sync_status` | Get sync status |
+| `generate_scope` | Generate scope of work |
+| `generate_material_list` | Generate shopping list |
+| `create_daily_log` | Log daily work |
+| `list_daily_logs` | List logs for job |
+| `analyze_site` | Analyze site conditions |
+| `get_budget_report` | Budget vs actual report |
+| `set_milestone` | Set project milestone |
+| `get_schedule` | Get project timeline |
+| `request_signature` | Request e-signature |
+| `record_signature` | Record signature |
+| `log_activity` | Log client action |
+| `get_activity` | Get activity history |
+
+## Design-Agent Integration
+
+For SB-area jobs, enrich estimates with:
+- `mcporter call design-agent.estimate_cost` — local cost ranges
+- `mcporter call design-agent.get_permit_matrix` — permit fees + timeline
+- `mcporter call design-agent.lookup_parcel` — lot data affecting scope
+
+## Conversation Patterns
+
+**"I need an estimate for X"** → Ask for address + details, then `generate_estimate`. If SB area, also call design-agent.estimate_cost for validation.
+
+**"Send a proposal"** → `draft_proposal` → format nicely → send to client. Ask if they want signature collection.
+
+**"Invoice this job"** → `create_invoice` → ask about syncing to JobTread/QBO.
+
+**"What's the budget looking like?"** → `get_budget_report` → present variance and flags.
+
+**"Log today's work"** → Ask for crew, hours, notes, photos → `create_daily_log`.
+
+**"Show me my jobs"** → `list_jobs` or `jt_pull_jobs` for fresh data from JobTread.
+
+## Error Handling
+
+- If JobTread sync fails: tool returns error, work continues locally. Retry later.
+- If QBO sync fails: check token with `python3 skills/kellow-qbo/scripts/check-token.py`
+- All data persists in local SQLite regardless of sync status.