# Trade Pipeline Init

> Interactive setup wizard for first-time trade-pipeline configuration

- **Type:** Skill
- **Install:** `agentstack add skill-dangooy-trade-pipeline-skill-trade-pipeline-init`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [Dangooy](https://agentstack.voostack.com/s/dangooy)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [Dangooy](https://github.com/Dangooy)
- **Source:** https://github.com/Dangooy/trade-pipeline-skill/tree/main/.claude/skills/trade-pipeline-init

## Install

```sh
agentstack add skill-dangooy-trade-pipeline-skill-trade-pipeline-init
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Trade Pipeline Init — Interactive Setup Skill

## Trigger
When the user says "初始化配置", "setup", "configure trade pipeline", "init", "第一次使用", or when `trade_pipeline/config/config.yaml` contains example/placeholder data (seller name is "ACME EXPORT").

## Behavior

Use AskUserQuestion to guide the user through configuring their trade pipeline. Collect all information first, then write `config.yaml` in one step.

### Step 1: Company Info

Ask with AskUserQuestion (multiSelect: false):
- "你的公司英文名？" — free text input (user selects "Other")

Then ask:
- "公司中文名（可选）？"
- "公司地址？"
- "联系人姓名？"
- "联系邮箱？"
- "联系电话？"

These can be combined into 2-3 rounds of AskUserQuestion, grouping related fields.

### Step 2: Trade Terms

Ask with AskUserQuestion options:
```
question: "默认贸易条件？"
options:
  - label: "FOB"
    description: "Free On Board — 卖方交到港口，买方负责运输"
  - label: "CIF" 
    description: "Cost, Insurance, Freight — 卖方负责运费+保险到目的港"
  - label: "DDP"
    description: "Delivered Duty Paid — 卖方全包到买方门口"
  - label: "EXW"
    description: "Ex Works — 买方自提"
```

### Step 3: Currency & Port

Ask with AskUserQuestion options:
```
question: "默认币种？"
options:
  - label: "USD"
  - label: "CNY"
  - label: "EUR"
```

```
question: "默认装运港？"
options:
  - label: "QINGDAO,CHINA"
  - label: "SHANGHAI,CHINA"
  - label: "NINGBO,CHINA"
```

### Step 4: Payment & Lead Time

Ask:
- "付款条件？" (default: "30% T/T deposit; 70% before shipment")
- "交货期？" (default: "45-60 days after deposit")

### Step 5: First Buyer (Optional)

Ask:
```
question: "现在添加第一个客户吗？"
options:
  - label: "是，添加客户"
  - label: "跳过，稍后再加"
```

If yes, ask buyer name, address, contact, email.

### Step 6: Write Config

After collecting all info, generate the YAML config and write to:
`trade_pipeline/config/config.yaml`

Use the following structure:
```yaml
sellers:
  :
    name_cn: 
    name_en: 
    address: 
    contact: 
    tel: 
    email: 
    bank: { name: "", swift: "", account_no: "" }

buyers:
  :  # if provided
    name_en: 
    legal_names: []
    aliases: []
    address: 
    contact: 
    email: 

format_defaults:
  standard:
    seller_id: 
    currency: 
    price_unit: "/PC"
    terms_id: "default_"

terms_templates:
  default_:
    payment: 
    delivery: " , Incoterms 2020."
    lead_time: 
    validity: "10 days"
    packing: "Standard export packaging: 25 kg cartons, Euro pallets."
    quality: "100% inspection before shipment."

defaults:
  port_of_loading: 
  pi_number_pattern: "PI-{order_no}"
  ci_number_pattern: "CI-{order_no}"
  quote_no_pattern: "QT-{order_no}"
  date_format: "%d %B %Y"

packing:
  carton_weight_kg: 25
  pallet_self_weight_kg: 28
  cartons_per_pallet: 36

pl_profiles:
  default:
    pl_config: standard
    packing_profile: standard_25kg

cache:
  dir: .cache/understanding
  prompt_version: v1.0
  schema_version: v1.0
  enabled: true

ocr_review:
  force_review_fields: [description, standard, quantity, unit, weight_kg]
  confidence_threshold: 0.90
```

Seller ID generation: take the first 2 meaningful words from the English name, lowercased, joined by underscore. Skip words like "co", "ltd", "inc", "limited".

### Step 7: Confirm

Show the user a summary:
```
Seller:  (id: )
Terms:   | Currency:  | Port: 
Buyer:   (if added)

Config written to: trade_pipeline/config/config.yaml

Quick demo:
  python -m trade_pipeline --input examples/sample_inquiry.xlsx --order DEMO --buyer 
```

## Notes
- The CLI version (`python -m trade_pipeline init`) is still available as a fallback
- This skill provides a better UX within Claude Code using native dialog controls
- Bank info can be added later by editing config.yaml directly

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [Dangooy](https://github.com/Dangooy)
- **Source:** [Dangooy/trade-pipeline-skill](https://github.com/Dangooy/trade-pipeline-skill)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-dangooy-trade-pipeline-skill-trade-pipeline-init
- Seller: https://agentstack.voostack.com/s/dangooy
- Browse the marketplace: https://agentstack.voostack.com/browse

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