While the MCP provides the tools, skills teach the AI how to use them well — Resolve's B2B model, the correct multi-step workflows, and safety rules. Plugins are the preferred way to install them: one command gets you the MCP connector and the skills together, with updates managed for you.
| Platform | Skill variant | Get the skill | How to install | Connect the MCP |
|---|---|---|---|---|
| Claude (web / desktop) | Generic | resolve-mcp-skill.zip | Use skills in Claude | Connect via Claude |
| Claude Code | Generic (via plugin, preferred) | plugins/ | Claude Code plugins | Included in the plugin |
| ChatGPT | ChatGPT / Codex | resolve-mcp-chatgpt-skill.zip | Skills in ChatGPT | Connect via ChatGPT |
| Codex | ChatGPT / Codex (via plugin, preferred) | openai/plugins/ | Codex plugins | Included in the plugin |
Everything is published in our public GitHub repo. Each path is its own plugin marketplace:
| Repository | https://github.com/resolvepay/resolve-mcp-plugin |
| Branch | main |
| Claude Code marketplace | Repo root — add resolvepay/resolve-mcp-plugin (plugins in plugins/) |
| Codex marketplace | Repo root — add resolvepay/resolve-mcp-plugin, no sparse path (plugins in openai/plugins/) |
| ChatGPT skills | openai/plugins/ — upload a skill folder as a zip, or use the prebuilt zips above |
| Plugin | What it adds |
|---|---|
| resolve-mcp | Base: the MCP connector plus the core skill — customers, invoices, shipments, payments, credit notes. Install this first. |
| resolve-invoice-management | Deep-dive invoice workflows: lifecycle rules, PDF handling, advances, credit notes, shipments. |
| resolve-customer-management | Customer onboarding and credit: create customers, credit checks, enrollment, credit lines. |
If your client doesn't support plugins — Claude web/desktop, ChatGPT — install the skills directly. They come in two variants, because file handling works differently per client:
| Variant | For | Download | View |
|---|---|---|---|
| ChatGPT / Codex | ChatGPT, Codex CLI | resolve-mcp-chatgpt-skill.zip · openai/plugins/ | SKILL.md |
| Generic | Claude, Claude Code, and other MCP clients | resolve-mcp-skill.zip · plugins/ | SKILL.md |
The difference is how files (like invoice PDFs) reach Resolve:
- ChatGPT / Codex — files are attached directly to the conversation. Any tool parameter that expects a file (such as
merchant_invoice_urloncreate_invoice) accepts the attachment, and the MCP server handles the rest. Thecreate_temp_file/list_temp_filestools don't exist for these clients, so this variant teaches the attach-and-go flow. - Claude and other clients — files are uploaded through the temp-file flow:
create_temp_filemints a presigned upload URL, the file is uploaded directly (never through the model), and the resultingdownload_urlis passed to the write tool. The generic variant teaches this flow.
Everything else — the B2B model, search strategy, invoice lifecycle rules, and safety behavior — is identical in both.
- The B2B context — you are the seller/account holder; your customer is the buyer who owes the money; Resolve advances you payment and collects from the buyer.
- The right file workflow for the client — attach in ChatGPT/Codex; presigned upload elsewhere — so the file never enters the LLM context.
- Search strategy — customer and invoice filters are exact-match; the skill applies progressive narrowing (full name → shorter prefixes → unfiltered list) instead of giving up on the first miss.
- Invoice lifecycle rules —
termsandadvance_requestedmust be set together; an invoice must be sent before a credit note can be issued; sent invoices are voided or cancelled, never deleted. - Safety — the AI confirms with you before any destructive action (void, cancel, delete).
Once the MCP is connected and the skill installed, just talk to your assistant naturally:
"Upload this invoice PDF and send it to Acme Corp for $12,500 on net60 terms, with an advance."
The skill guides the assistant through the file handling, customer lookup, invoice creation, terms update, and send — confirming each step along the way.