company-admin

This skill instructs how to access and update company administrative information. All data lives in Notion - this skill just tells you where to find it and how to update it.

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Install skill "company-admin" with this command: npx skills add different-ai/agent-bank/different-ai-agent-bank-company-admin

What I Do

This skill instructs how to access and update company administrative information. All data lives in Notion - this skill just tells you where to find it and how to update it.

Prerequisites

Required: .env file

This skill requires a .env file at .opencode/skill/company-admin/.env with Notion page IDs.

If the file doesn't exist or is missing info, ask the user:

I need to set up the company-admin skill. Please provide:

  1. MCP Skills page ID (company-level info)
  2. Admin/Legal page ID (personal details, sensitive info)
  3. Investor Cheat Sheet page ID (optional)

You can find page IDs in the Notion URL after the page title.

Then create the .env file:

Check if .env exists

cat .opencode/skill/company-admin/.env

If missing, create it with user-provided values

.env Template

Notion Page IDs for Company Admin

Find these in the Notion URL: notion.so/[page-title]-[PAGE_ID]

NOTION_MCP_SKILLS_PAGE_ID= NOTION_ADMIN_LEGAL_PAGE_ID= NOTION_INVESTOR_CHEAT_SHEET_ID=

External service URLs (non-sensitive)

FIRSTBASE_DASHBOARD_URL=https://app.firstbase.io/company/OR5DEAF6/details TEAM_CALENDAR_URL=https://cal.com/team/0finance/30

Workflow

Step 1: Load Config

First, check for .env file

cat .opencode/skill/company-admin/.env

If missing or incomplete → Ask user to provide the page IDs and create the file.

Step 2: Fetch from Notion

For company-level info (incorporation, officers, addresses)

notion_notion-fetch: id="$NOTION_MCP_SKILLS_PAGE_ID" → Look at "Company Admin" section

For personal details (passport, addresses, stock status)

notion_notion-fetch: id="$NOTION_ADMIN_LEGAL_PAGE_ID"

For investor questions

notion_notion-fetch: id="$NOTION_INVESTOR_CHEAT_SHEET_ID"

Step 3: Update Notion (when user provides new info)

Update Admin/Legal page (personal info, stock status, etc.)

notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "[find appropriate section]" new_str: "[new content]"

Update MCP Skills page (company-level info)

notion_notion-update-page: page_id: "$NOTION_MCP_SKILLS_PAGE_ID" command: "insert_content_after" or "replace_content_range" ...

What Goes Where

Info Type Store In

Personal details (passport, DOB, citizenship) Admin/Legal page

Personal addresses (home, mailing) Admin/Legal page

Stock/shares status Admin/Legal page

Company details (legal name, state, industry) MCP Skills → Company Admin

Officers/directors/shareholders MCP Skills → Company Admin

Company addresses (registered agent, bank) MCP Skills → Company Admin

Service providers (Firstbase, Mercury) MCP Skills → Company Admin

Investor Q&A Investor Cheat Sheet

Security Rules

DO

  • Store page IDs in .env file (gitignored)

  • Fetch from Notion for accurate, up-to-date info

  • Update Notion when user provides new info

  • Ask user to create .env if missing

DON'T

  • Hardcode page IDs in the skill file

  • Cache sensitive info anywhere locally

  • Echo passport numbers, SSN in chat responses

  • Guess or make up legal/financial details

Common Tasks

Task Action

"What's our address?" Fetch MCP Skills page → Company Admin → Addresses

"Update my address" Update Admin/Legal page in Notion

"Fill out a form" Fetch relevant page, use info, don't echo sensitive data

"Add new company info" Update MCP Skills page → Company Admin section

"Stock/shares question" Fetch Admin/Legal page → Stock section

Admin Tasks Management

Tasks are stored in the Admin/Legal page under "# Admin Tasks" section.

Task Structure

Admin Tasks

Active Tasks

[Category] (Due: [date])

  • Task name - Description
    • Subtask or context
    • Links, phone numbers, etc.
  • Another task

Completed Tasks

  • Completed task - moved here when done

How to Add a Task

notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "## Active Tasks...appropriate category" new_str: "- [ ] New task - Description\n - Subtask details"

How to Complete a Task

  • Fetch the Admin/Legal page

  • Find the task in "Active Tasks"

  • Move it to "Completed Tasks" section with [x] checked

notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "replace_content_range" selection_with_ellipsis: "- [ ] Task name...details" new_str: "" # Remove from Active

Then add to Completed:

notion_notion-update-page: page_id: "$NOTION_ADMIN_LEGAL_PAGE_ID" command: "insert_content_after" selection_with_ellipsis: "## Completed Tasks" new_str: "\n- [x] Task name - Done [date]"

How to Add Subtasks

When researching a task reveals subtasks (like Gusto setup), add them nested:

  • Main task
    • Subtask 1
    • Subtask 2
    • Context: links, phone numbers, notes

Task Categories

Category Examples

Gusto Setup Payroll, tax registration, workers comp

Stock/Legal Share issuance, legal filings

Tax Filings, registrations, deadlines

Banking Mercury setup, account changes

Compliance CA requirements, retirement plans

First-Time Setup

If .env file is missing, run this flow:

  • Ask user for Notion page IDs

  • Create .env file:

cat > .opencode/skill/company-admin/.env << 'EOF' NOTION_MCP_SKILLS_PAGE_ID=[user-provided] NOTION_ADMIN_LEGAL_PAGE_ID=[user-provided] NOTION_INVESTOR_CHEAT_SHEET_ID=[user-provided] FIRSTBASE_DASHBOARD_URL=https://app.firstbase.io/company/OR5DEAF6/details TEAM_CALENDAR_URL=https://cal.com/team/0finance/30 EOF

  • Verify by fetching a page

  • Confirm setup complete

Source Transparency

This detail page is rendered from real SKILL.md content. Trust labels are metadata-based hints, not a safety guarantee.

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