clickmax-transaction-operations

When this applies

Use this skill for seller-side transaction and sale operations: inspect a transaction/sale, chart transaction activity, read sale buyer/UTM details, or refund a transaction.

Not this skill:

• recurring subscriptions -> clickmax-seller-subscriptions
• SaaS workspace billing/plans/cards -> payment billing skills

Key assumptions

• transaction and sale are related but distinct records
• external-sale details are gateway/provider-specific and should not be merged into native transaction semantics without saying so
• status, UTM, and provider fields answer different questions: payment state, attribution, and gateway traceability
• refund is permanent, reasoned, and always targets exactly one transaction; there is no product-scoped or cohort-scoped refund
• refunding a cohort means one confirmed call per transaction, so the count of transactions matters before starting
• debt is current accrued platform-fee debt, not all-time historical accounting
• id means a DIFFERENT id-space per tool, and there is no conversion tool between them: on transactions_get/transactions_refund it is the TRANSACTION id (route /transactions/{id}); on sales_get_details/sales_get_buyer/sales_get_utms it is the SALE id (route /sales/{id}); on sales_get_external_details it is a THIRD, external-sale id (route /sales/external/{id}). Never reuse one id across these tools assuming it's the same entity.

Thought process

1. Distinguish inspection from refund mutation.
2. Identify whether the user needs transaction-level or sale-level detail.
3. Confirm any refund path unless the intent is already explicit and unambiguous.

Execute guide

• Use mcp__plugin_clickmax_clickmax__transactions_list to list transactions by cohort. Pass pagination plus the exact filters the user asked for, such as transactionStatus, productIds, and transactionPeriod.from/to.
• For a paid-sales slice, prefer transactionStatus = ['paid'] and restrict the date window explicitly.
• Use mcp__plugin_clickmax_clickmax__transactions_get when the user starts from a transaction id and needs the transaction record itself.
• Inspect one sale with mcp__plugin_clickmax_clickmax__sales_get_details, then add mcp__plugin_clickmax_clickmax__sales_get_buyer for buyer identity/context and mcp__plugin_clickmax_clickmax__sales_get_utms for attribution context.
• Use mcp__plugin_clickmax_clickmax__sales_get_external_details when the user needs provider-facing or external sale detail beyond the main sale record.
• Read debt with mcp__plugin_clickmax_clickmax__transactions_debt when the user asks about current platform-fee debt.
• Read chart trends with mcp__plugin_clickmax_clickmax__transactions_chart when the user asks for transaction volume or movement over time.
• Refund: use mcp__plugin_clickmax_clickmax__transactions_refund with the exact transaction id, a valid cancellation reason, and a short description when needed.
• When the user describes a cohort instead of one transaction, resolve it with mcp__plugin_clickmax_clickmax__transactions_list first, report how many transactions and how much money it covers, and confirm before refunding any of them.

Report

• For reads: summarize the commercial answer, not raw accounting internals.
• For refunds: report what was refunded, what else was affected, and any failures/skips.

Warnings

• Do not confuse seller transaction refunds with SaaS billing changes.
• A refund cannot be undone; a wrong transaction id costs real money.

Anti-patterns

• Refunding based on fuzzy product matching without confirming the exact transactions.
• Treating sale buyer/UTM helpers as the canonical transaction object.

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Clickmax skill revision: 30bc1243c2ed