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Sales Operations

Enterprise sales acceleration for AI agents — proposals, CPQ, outreach sequences, meeting scheduling, e-signatures, and pipeline forecasting via PandaDoc, Apollo.io, Calendly, and Stripe Billing.

What this skill teaches

A reusable playbook for a specific kind of work.

An MCP server tells an agent which actions are available. A skill adds the judgment around those actions: how to recognize the job, which sequence to follow, what to avoid, and how to decide that the result is complete.

Orchestrate enterprise sales — create proposals, configure quotes (CPQ), manage outreach sequences, schedule meetings, track signatures, and forecast pipeline. Use when creating proposals, generating quotes, managing sales sequences, scheduling meetings, tracking e-signatures, analyzing win/loss, or forecasting…

Architecture

How Sales Operations guides an ADK-Rust agent.

The skill stays readable and portable because it contains instructions rather than service credentials or business data. ADK-Rust supplies it to the agent, the agent chooses from its reviewed tool boundary, and the connected MCP server performs the authenticated operation.

01

User request

The agent receives a goal expressed in ordinary language.

02

Sales Operations skill

Matches intent, supplies the decision guide, and narrows the tool boundary.

03

ADK-Rust agent

Plans the workflow and streams each meaningful step through the runtime.

04

mcp-sales

Executes authenticated operations against the system that owns the capability.

05

Verified result

The skill's completion rules shape the evidence returned to the user.

Portable instructions: SKILL.md · Capability boundary: mcp-sales · Allowed tools: 29

Decision guide

How the agent turns a request into the right action.

These routes come directly from the skill instructions. They help the model recognize intent and select a focused tool or workflow instead of improvising across the entire capability surface.

01

"proposal", "send proposal", "create proposal"?

WORKFLOW 1: Proposals

02

"quote", "pricing", "discount", "CPQ"?

WORKFLOW 2: Configure-Price-Quote

03

"sequence", "outreach", "nurture", "follow up"?

WORKFLOW 3: Sales Sequences

04

"meeting", "schedule", "availability"?

WORKFLOW 4: Meeting Scheduling

05

"signature", "sign", "e-sign"?

WORKFLOW 5: Signatures

06

"forecast", "quota", "win rate", "pipeline"?

WORKFLOW 6: Forecasting

Proven workflows

Repeatable sequences for useful outcomes.

A workflow joins several tool calls into a task the user actually recognizes. The skill explains the sequence and the intended result while ADK-Rust streams the agent's progress through the shared runtime.

012-3 calls

Proposals

Direct: sends deal to customer

023-4 calls

CPQ

Direct: accurate pricing

032-3 calls

Sequences

Pipeline generation

042 calls

Meetings

Advance deals faster

052-3 calls

Signatures

Direct: close deals

063 calls

Forecasting

Revenue visibility

Tool boundary

The skill may use 29 documented tools.

This allowlist is declared by the skill. It keeps the agent focused on the actions needed for this job while mcp-sales retains responsibility for authentication, validation, and the connected system.

create_proposal
list_proposals
get_proposal
send_proposal
delete_proposal
list_templates
create_from_template
request_signature
get_signature_status
list_signatures
get_proposal_views
get_proposal_analytics
list_products
calculate_quote
apply_discount
create_quote
list_sequences
create_sequence
enroll_contact
pause_sequence
get_sequence_stats
send_tracked_email
get_email_engagement
get_availability
create_booking_link
list_scheduled_meetings
get_pipeline_forecast
get_quota_progress
get_win_loss_analysis

Working rules

What the agent should do.

  • Follow the decision guide, use the declared tool boundary, and verify the result before responding.

Operating boundaries

What the agent should avoid.

  • Don't send proposals without pricing
  • Don't apply discounts exceeding 30% without approval
  • Don't enroll contacts in multiple sequences simultaneously

Install and connect

Add the skill beside the capability it expects.

Install the repository where your ADK-Rust skill loader can discover it, connect mcp-sales, and confirm the declared tools are available before asking the agent to use the workflow.

Install the skill
git clone https://github.com/zavora-ai/skill-sales-operations.git ~/.skills/skills/sales-operations
ADK-Rust loading shape
let skills = SkillLoader::from_dir("~/.skills/skills").await?;
let skill = skills.load("sales-operations").await?;

let agent = LlmAgentBuilder::new("agent")
    .instruction(skill.instructions())
    .tools(skill.allowed_tools(toolset)?)
    .build()?;

The repository's compatibility statement: Requires mcp-sales server connected (PandaDoc, Apollo.io, Calendly, Stripe Billing).

Official documentation

Read the complete skill package.

The repository remains authoritative for its exact instructions, examples, helper scripts, assets, MCP requirements, license, and later updates.

Source record

Repository metadata for this skill entry.

View public repository ↗
License
Apache-2.0
Allowed tools
29
References
3
Revision
4a6f27645bc7
Updated
May 31, 2026