Operator Pass Onboarding

Operator Pass Onboarding — first-run setup

10 minutes of setup that connects this pack to the real JMC API, captures your usage preferences, and writes the config files all downstream sub-skills load.

Activation

Loaded automatically by operator-pass on missing brand-config.json or SOUL.md.

Also user-invocable: "Set up Operator Pass", "Configure operator-pass API".

Workflow

Step 1 — API key check

First — do you have an Operator Pass subscription?

This pack calls api.jaymountconsulting.com — without a key, it
can't do anything. Subscribe at jaymountconsulting.com/operator-pass
(Founder rate $2,400/yr through July 16 2026, 100 seats).

Once you have a key, set it as an env var:
  export OPERATOR_PASS_API_KEY="op_live_..."

Then come back and run onboarding.

If env var is missing, stop here with the subscribe link. Don't continue setup.

Step 2 — Validate the key

curl -s https://api.jaymountconsulting.com/v1/me \
  -H "Authorization: Bearer $OPERATOR_PASS_API_KEY"

If 401/403, surface: "Key invalid or expired. Renew at jaymountconsulting.com/operator-pass." Stop.

If 200, parse { user_id, plan, rate_limit_remaining } and continue.

Step 3 — Fetch the live tool catalog

curl -s https://api.jaymountconsulting.com/v1/tools \
  -H "Authorization: Bearer $OPERATOR_PASS_API_KEY"

Show the operator the catalog grouped by category:

# Operator Pass API tools —  available

## Outbound
  cold-email-linter      Per-email score + line-level rewrite
  linkedin-post-critic   Critique + 3 register-varied rewrites
  ...

## Foundation
  evp-generator          Schwartz-tier EVP variants
  ...

()

Step 4 — Preferred tools

Which tools will you call most often? (Mark all that apply — these
get priority in routing suggestions.)

The skill defaults the most-popular operator picks. Override as needed:
- cold_email_validation: cold-email-linter
- evp_generation: evp-generator
- competitive_research: competitive-teardown
- geo_audit: geo-visibility
- pricing_lab: pricing-page-lab

Save to brand-config.preferred_tools.

Step 5 — Won't-call list

Any tools you specifically don't want auto-invoked? (Common reasons:
expensive ones, long-running, schema you haven't locked.)

Save to SOUL.md.

Step 6 — Failure handling preferences

How should the skill handle failures?

  429 (rate-limited):     Retry once (default) / Retry twice / Surface immediately
  402 (sub-expired):      Surface + stop (always — non-overridable)
  401 (key invalid):      Surface + stop (always — non-overridable)
  5xx (API error):        Log + skip / Retry once / Surface immediately
  Network timeout:        Retry once / Skip

Save to brand-config.api + SOUL.md.

Step 7 — Quota awareness

Operator Pass tiers have monthly quotas. Want a warning when you're
running low?

  Warn at: 20% remaining (default) / 10% / 30% / Never warn

Where to log usage:
  Default: .operator-pass-cache/usage.jsonl (per-call timestamp + tool + result)

Save to brand-config.usage.

Step 8 — Cache settings

Tool catalog and schemas don't change often. Cache them to save quota.

  Catalog TTL:  300s (default) / 60s / 3600s / no-cache
  Schema TTL:   3600s (default) / 600s / 86400s / no-cache
  Cache dir:    .operator-pass-cache (default — gitignored)

Save to brand-config.cache.

Step 9 — Write files + smoke test

✓ brand-config.json — API config + preferred tools + cache + usage
✓ SOUL.md — won't-call list + failure handling preferences

Quick smoke test:
> /operator-pass list

Should return the live tool catalog (cached for 5min).

Step 10 — Refresh

Re-run onboarding if:
- Your API key rotates
- You upgrade / downgrade tier
- New tools ship to the catalog

Refresh: `/operator-pass onboarding refresh`

Source & license

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

• Author: JMC-Go-to-market
• Source: JMC-Go-to-market/claude-operator-pass
• License: MIT
• Homepage: https://jaymountconsulting.com/operator-pass

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