xbert-close-chase

{
  "name": "xbert-close-chase",
  "displayName": "XBert Close Chase",
  "description": "Own the close-period chase — outstanding XBerts become the ranked chase list with drafted reminders + delta-on-rerun.",
  "author": {
    "name": "XBert Intelligence",
    "email": "[email protected]"
  },
  "homepage": "https://intelligence.xbert.io/plugins/xbert-close-chase",
  "license": "MIT",
  "keywords": [
    "close",
    "chase",
    "month-end",
    "reminders",
    "ledger",
    "xbert"
  ],
  "x-xbert": {
    "displayName": "XBert Close Chase",
    "tagline": "Own the close-period chase — outstanding XBerts become the ranked chase list with drafted reminders + delta-on-rerun.",
    "audience": [
      "bookkeepers",
      "practice-managers"
    ],
    "categories": [
      "close",
      "chase",
      "reminders",
      "month-end"
    ],
    "prerequisites": [
      "XBert account",
      "Client connected to a ledger"
    ],
    "screenshots": [],
    "demoVideo": null,
    "includes": {
      "skills": 1,
      "commands": 1,
      "mcpTools": 0
    },
    "longDescription": "Close-period chase is the same loop every month. Pull every outstanding issue the client needs to resolve before the period closes — every outstanding XBert — rank them by impact and age, draft reminder messages with the right tone for the channel, record what was chased, and on the next run produce a delta of what is still outstanding versus what has already been chased.\n\nXBert Close Chase orchestrates the loop. It operates on ALL outstanding XBerts for the client — not a curated subset — because the chase covers every issue the client needs to resolve, not a narrowly themed review. The chase list is ranked, the reminder text is drafted per item with email and Capture-chat tone variants, the chase record is kept in a small ChaseLedger store, and the delta-on-rerun shows the practice manager what has moved and what has not.\n\nRead-only and never auto-sent. The plugin drafts; the bookkeeper sends.",
    "useCases": [
      {
        "title": "Monthly close-period chase",
        "description": "Every month before the period closes, run the chase, get the ranked list, send the reminders, run again a few days later and see the delta."
      },
      {
        "title": "Quarter-end pulse",
        "description": "Quarterly cadence on a multi-client portfolio — same loop, every client, sequenced."
      },
      {
        "title": "Year-end document chase",
        "description": "End of the financial year — sweep every outstanding XBert that needs evidence or sign-off before year-end close."
      },
      {
        "title": "New-client onboarding chase",
        "description": "First-month new-client chase to surface every gap and drive resolution before the period locks."
      }
    ],
    "benefits": [
      {
        "icon": "Clock",
        "title": "Loop-closing delta on rerun",
        "description": "Re-run after a few days and the plugin shows what has been resolved, what remains outstanding, and what has been chased but not resolved — the loop-closing delta."
      },
      {
        "icon": "Users",
        "title": "Tone-matched reminder drafting",
        "description": "Drafts reminder text per item with tone variants for email and Capture chat — the bookkeeper picks the channel and sends."
      },
      {
        "icon": "ShieldCheck",
        "title": "Read-only, never auto-sent",
        "description": "The plugin drafts; the bookkeeper sends. Nothing is auto-sent. The chase record is kept for the next run's delta."
      }
    ],
    "workflow": [
      "Type /close-chase in Claude Code or Claude Desktop",
      "Confirm the client and the close period",
      "Plugin pulls ALL outstanding XBerts for the client (close-chase covers every issue, not a curated subset)",
      "The chase list is ranked by impact and age",
      "Reminder text is drafted per item with email and Capture-chat tone variants",
      "What was chased is recorded so the next run produces a delta of resolved versus still-outstanding"
    ]
  }
}