skills/konecty-modules/SKILL.md
Lists Konecty modules the current session has read access to, and retrieves fields and types for a specific module. Use when the user asks what modules or documents are available in Konecty, wants to know the fields/types of a module, needs to find the internal name of a module (e.g. "contatos", "clientes", "Oportunidade"), or wants to understand what data is accessible. Requires an active session from the konecty-session skill (KONECTY_URL and KONECTY_TOKEN in ~/.konecty/.env).
npx skillsauth add konecty/skills konecty-modulesInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Lists accessible Konecty modules and their fields/types for the current session.
Requires credentials from konecty-session: KONECTY_URL and KONECTY_TOKEN in ~/.konecty/.env.
If not present or expired, ask the user to run konecty-session first.
All requests require Authorization: <KONECTY_TOKEN> header.
| Endpoint | Description |
|----------|-------------|
| GET /rest/query/explorer/modules?lang=pt_BR | All modules accessible to the current user, with fields and types |
Module object (lang controls field/module labels):
{
"document": "Contact",
"label": "Contato",
"fields": [
{ "name": "name", "type": "text", "label": "Nome" },
{ "name": "status", "type": "picklist", "label": "Status", "options": { "active": "Ativo" } },
{ "name": "queue", "type": "lookup", "label": "Fila", "document": "Queue", "descriptionFields": ["name"] }
],
"reverseLookups": [
{ "document": "Activity", "lookup": "contact", "label": "Atividade" }
]
}
Field types: text, number, boolean, date, dateTime, lookup, inheritLookup, picklist, address, file, url, email, phone, money, percentage, richText, autoNumber, filter.
source ~/.konecty/.env # exports KONECTY_URL and KONECTY_TOKEN
Or use the script (auto-loads from ~/.konecty/.env).
python3 scripts/modules.py list
python3 scripts/modules.py list --lang en
Output: table of document (internal name), label, field count.
python3 scripts/modules.py fields "contato"
python3 scripts/modules.py fields "Contact"
python3 scripts/modules.py fields "oport" # fuzzy match
Matching priority: exact document name → exact label → fuzzy (difflib SequenceMatcher on document + label). Prints all fields with name, type, and label.
python3 scripts/modules.py search "atividade"
Filters modules whose document or label contains the keyword (case-insensitive).
When the user refers to a module by an approximate name or in Portuguese, use python3 scripts/modules.py fields "<user term>" — the script ranks by similarity and picks the best match. If no confident match, it prints the top candidates so you can ask the user to confirm.
See scripts/modules.py. Stdlib only (urllib, json, difflib, configparser).
All subcommands accept:
--host — overrides KONECTY_URL--token — overrides KONECTY_TOKEN--lang — language for labels (default: pt_BR)data-ai
Replace with description of the skill and when the agent should use it.
tools
Upload, list, and delete files in Konecty document fields via the file API. Use this skill whenever the user wants to attach a file to a Konecty record, upload a photo/image to a contact or product, add a PDF or document to an opportunity, send a curriculum to a candidate, manage gallery images for a development or promotion, or attach any binary file to any Konecty module field. Also triggers when the user says 'upload', 'anexar', 'enviar arquivo', 'adicionar imagem', 'attach file', or refers to file-type fields in any document. Automatically reads field constraints (accepted extensions, max size, max file count) from metadata before uploading to catch errors early. Requires an active konecty-session (KONECTY_URL and KONECTY_TOKEN in ~/.konecty/.env or ~/.konecty/credentials).
documentation
Updates records in any Konecty module via PUT /rest/data/:document. Enforces the mandatory pre-update fetch workflow: always fetch the current record first to obtain its _updatedAt (optimistic locking guard), then PUT with ids=[{_id, _updatedAt}] and data={changed fields}. Use when the user wants to update, edit, change, or modify any record in Konecty. Requires an active konecty-session. Use konecty-modules to discover field names and types before updating.
development
Opens a Konecty session via OTP login (request OTP, then verify OTP) and persists the access token in .env or ~/.konecty/credentials for use by other skills. Use when the user wants to log in to Konecty with OTP, store credentials, set up KONECTY_TOKEN, or establish a session so other Konecty skills can call the API. Only works when the namespace has OTP enabled (email or WhatsApp).