# Resolve MCP Skills & Plugins

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.

## Install per platform

| Platform | Skill variant | Get the skill | How to install | Connect the MCP |
|  --- | --- | --- | --- | --- |
| **Claude** (web / desktop) | Generic | [resolve-mcp-skill.zip](/assets/resolve-mcp-skill.2b71006b904fe974eec5c56d54f090c799201383b2a6f51b9c786ab196f66d7d.30f94e8f.zip) | [Use skills in Claude](https://support.claude.com/en/articles/12512180-use-skills-in-claude) | [Connect via Claude](/guides/mcp-connect#connect-via-claude) |
| **Claude Code** | Generic (via [plugin](#plugins-preferred), preferred) | [`plugins/`](https://github.com/resolvepay/resolve-mcp-plugin/tree/main/plugins) | [Claude Code plugins](https://code.claude.com/docs/en/plugins) | Included in the plugin |
| **ChatGPT** | ChatGPT / Codex | [resolve-mcp-chatgpt-skill.zip](/assets/resolve-mcp-chatgpt-skill.8d94c872aa6d43d649fd668a671b4872efc0d209f35a4741ae82107807263637.30f94e8f.zip) | [Skills in ChatGPT](https://help.openai.com/en/articles/20001066-skills-in-chatgpt) | [Connect via ChatGPT](/guides/mcp-connect#connect-via-chatgpt) |
| **Codex** | ChatGPT / Codex (via [plugin](#plugins-preferred), preferred) | [`openai/plugins/`](https://github.com/resolvepay/resolve-mcp-plugin/tree/main/openai/plugins) | [Codex plugins](https://developers.openai.com/codex/plugins) | Included in the plugin |


## Plugins (preferred)

Everything is published in our public GitHub repo. Each path is its own plugin marketplace:

|  |  |
|  --- | --- |
| **Repository** | [`https://github.com/resolvepay/resolve-mcp-plugin`](https://github.com/resolvepay/resolve-mcp-plugin) |
| **Branch** | `main` |
| **Claude Code marketplace** | Repo root — add `resolvepay/resolve-mcp-plugin` (plugins in [`plugins/`](https://github.com/resolvepay/resolve-mcp-plugin/tree/main/plugins)) |
| **Codex marketplace** | Repo root — add `resolvepay/resolve-mcp-plugin`, no sparse path (plugins in [`openai/plugins/`](https://github.com/resolvepay/resolve-mcp-plugin/tree/main/openai/plugins)) |
| **ChatGPT skills** | [`openai/plugins/`](https://github.com/resolvepay/resolve-mcp-plugin/tree/main/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. |


## Skills (manual install)

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](/assets/resolve-mcp-chatgpt-skill.8d94c872aa6d43d649fd668a671b4872efc0d209f35a4741ae82107807263637.30f94e8f.zip) · [`openai/plugins/`](https://github.com/resolvepay/resolve-mcp-plugin/tree/main/openai/plugins) | [SKILL.md](/guides/assets/skill-chatgpt) |
| **Generic** | Claude, Claude Code, and other MCP clients | [resolve-mcp-skill.zip](/assets/resolve-mcp-skill.2b71006b904fe974eec5c56d54f090c799201383b2a6f51b9c786ab196f66d7d.30f94e8f.zip) · [`plugins/`](https://github.com/resolvepay/resolve-mcp-plugin/tree/main/plugins) | [SKILL.md](/guides/assets/skill) |


### Why two variants?

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_url` on `create_invoice`) accepts the attachment, and the MCP server handles the rest. The `create_temp_file` / `list_temp_files` tools 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_file` mints a presigned upload URL, the file is uploaded directly (never through the model), and the resulting `download_url` is 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.

## What the skills teach the AI

- **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** — `terms` and `advance_requested` must 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).


## Using it

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.