Agent Skills: Clari Production Checklist

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UncategorizedID: jeremylongshore/claude-code-plugins-plus-skills/clari-prod-checklist

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jeremylongshore/claude-code-plugins-plus-skills/tree/HEAD/plugins/saas-packs/clari-pack/skills/clari-prod-checklist

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plugins/saas-packs/clari-pack/skills/clari-prod-checklist/SKILL.md

Skill Metadata

Name
clari-prod-checklist
Description
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Clari Production Checklist

Checklist

Authentication

  • [ ] API token stored in secrets manager
  • [ ] Token tested against production endpoint
  • [ ] Token rotation procedure documented

Data Pipeline

  • [ ] Export pipeline tested with real forecast data
  • [ ] All required typesToExport configured (forecast, quota, crm_closed, etc.)
  • [ ] Time period coverage verified (current + historical)
  • [ ] Deduplication logic handles re-exports
  • [ ] Error handling for empty exports, job failures, timeouts

Data Warehouse

  • [ ] Target table schema created
  • [ ] MERGE/UPSERT prevents duplicate records
  • [ ] Data retention policy defined
  • [ ] PII access restricted by role

Scheduling

  • [ ] Export scheduled (daily or weekly via cron/Airflow)
  • [ ] Job completion monitoring with alerts
  • [ ] Retry logic for transient failures

Monitoring

  • [ ] Alert on export failures
  • [ ] Alert on empty results (data quality)
  • [ ] Track forecast amounts for anomaly detection
  • [ ] Dashboard for pipeline health

Rollback

  • [ ] Can re-run exports for any past period
  • [ ] Data warehouse supports point-in-time recovery
  • [ ] Pipeline can run manually for ad-hoc exports

Resources

Next Steps

For version upgrades, see clari-upgrade-migration.