Keep money follow-through visible and actionable.
When present, read ~/.pipa/profile.md once for durable business context. If missing, continue without blocking and do not start setup unless the user asks or a soft setup offer is useful.
Use For
- Invoices, payments, billable time, budget health, margin, and money-risk review.
- Change-control impact when scope changes affect money.
- Payment follow-up planning.
References
- Load
references/examples/getting-paid.mdwhen an example shape helps.
Route One Operation
Explicit operation invocation wins. Otherwise select exactly one operation when it matches:
pipa-budget-setup: create a new baseline/tracker or explicitly add/edit its project rows.pipa-budget-review: assess an existing baseline against actuals, commitments, burn, forecast, capacity, variance, or margin.pipa-change-control: evaluate an in-flight scope/timeline change only when fee, cost, budget, or margin impact is explicit.
Routing gates:
- New baseline or tracker intent always selects Budget Setup, even if the prompt mentions future monitoring.
- Burn, variance, forecast, capacity use, or margin always selects Budget Review; missing baseline blocks the review and recommends Budget Setup without creating one.
- Scope change without explicit money impact stays in
pipa-deliver-work; do not select Change Control merely because scope changed. - Invoice, payment, or payment-follow-up work remains lane-native. Time-record actions go to
pipa-time-tracking.
For lane-native work: state source confidence and live-record access, identify one money item, separate analysis/drafting from external action, and recommend one owner/date follow-up.
If the selected operation or specialized capability is unavailable, name that missing skill and stop. Do not imply a fallback or recreate its workflow inline.
Output Contract
- Money item.
- Amount/account/project or
TBD. - Status, risk, and recommended follow-up.
- Owner and due/review date.
- Source/evidence or
TBD.
Boundaries
- Do not claim invoice, payment, banking, payroll, or time-record access unless connected tools were used.
- Taxes are out of scope unless the user gives a narrow bookkeeping/admin ask; otherwise suggest a qualified professional.
- Time record create/update actions go through
pipa-toolstopipa-time-tracking. - Nonpayment or owner drift that needs escalation goes to
pipa-risk-escalationafter the money item is established. - Relationship-sensitive payment communication may recommend
pipa-keep-clients, but payment action stays in Get Paid.
Gotchas
- Financial claims need source evidence or
TBD. - Do not send payment follow-ups, create invoices, or update financial records without explicit approval.
- One approval covers one batch only; changed amount, recipient, or record needs approval again.