By name: client-deliverable-tracker description: Tracks every deliverable committed to across active consulting engagements — what has been delivered, what is outstanding, what is overdue, and what feedback is still open. Use when a consultant or agency wants a full view of all client deliverable commitments without manually reviewing every thread. Triggers on "client deliverables", "what have I promised to deliver", "outstanding deliverables", "what is due to clients", "deliverable tracker", "what am I behind on". metadata: version: 1.0.0
Client Deliverable Tracker
Prerequisites
This skill needs the iGPT MCP at https://mcp.igpt.ai/.
If the MCP tools aren't available or return an auth error, tell the
user to install the iGPT plugin (/plugin marketplace add igptai/skills)
or add https://mcp.igpt.ai/ as a connector, then complete OAuth and say
"ready". Retry once after they confirm. Never invent tokens or OAuth URLs.
For deeper troubleshooting: https://raw.githubusercontent.com/igptai/skills/main/shared/mcp-guard.md
What This Skill Does
Scans all client engagement email threads to extract every deliverable committed to — reports, presentations, audits, workshops, strategies, implementations — and tracks whether each has been submitted, is in progress, is awaiting feedback, or is overdue.
Workflow
Before calling any tool, collect these values from the user. Offer the defaults and let the user override them; do not invent values they did not give.
- [time_range] — what window of email to scan. The user may give this in any form ("last 90 days", "the last 3 months", "May 2024", "between Jan 1 and Mar 15", "since the kickoff"). Default: the last 90 days. Keep the user's natural phrasing for use in the ask input; convert to ISO dates separately for the search call.
- [client_scope] — either "all" (default) or the name of a specific client / engagement to focus on.
- [client_clause] — derived. When [client_scope] is not "all", set to " for client [client_scope]". When [client_scope] is "all", set to empty string.
Call search with:
- query: deliverable submit deliver due send report presentation workshop audit strategy draft review (if [client_scope] is not "all", append the client name to the query)
- date_from: ISO start date derived from [time_range]
- date_to: ISO end date derived from [time_range] (or today if the range is open-ended)
Call ask with:
- input: Review all client engagement email threads from [time_range][client_clause]. For each active client, extract every deliverable that was committed to or requested — reports, presentations, strategies, audits, workshops, recommendations, and any other work product promised. For each deliverable determine: the client, what was committed, when it was due, whether it has been submitted, any feedback received, whether there are outstanding revisions, and whether anything is overdue.
- output_format: { "strict": true, "schema": { "type": "object", "description": "Client deliverable tracker across all active consulting engagements", "additionalProperties": false, "properties": { "as_of": { "type": "string", "description": "ISO8601 date when this report was generated" }, "deliverables": { "type": "array", "description": "List of every deliverable committed to across all active engagements", "items": { "type": "object", "description": "A single client deliverable with status and context", "additionalProperties": false, "properties": { "client": { "type": "string", "description": "Name of the client company or engagement" }, "deliverable": { "type": "string", "description": "Clear description of what was committed to be delivered" }, "deliverable_type": { "type": "string", "description": "Category of deliverable", "enum": [ "report", "presentation", "strategy", "audit", "workshop", "implementation", "recommendation", "analysis", "training", "code", "design", "other" ] }, "committed_on": { "type": "string", "description": "ISO8601 date the deliverable was committed to" }, "due_date": { "type": "string", "description": "ISO8601 date the deliverable is or was due, empty string if not specified" }, "status": { "type": "string", "description": "Current status of this deliverable", "enum": [ "not_started", "in_progress", "submitted_awaiting_feedback", "feedback_received", "in_revision", "approved", "overdue", "unknown" ] }, "days_overdue": { "type": "number", "description": "Number of days past the due date, 0 if not overdue" }, "open_feedback_items": { "type": "array", "description": "Specific feedback points or revision requests from the client still unaddressed", "items": { "type": "string", "description": "A single open feedback item or revision request" } }, "blocker": { "type": "string", "description": "Anything blocking this deliverable from progressing, empty string if none" }, "we_are_waiting_on_client": { "type": "boolean", "description": "Whether progress is currently blocked waiting on input or approval from the client" } }, "required": [ "client", "deliverable", "deliverable_type", "committed_on", "due_date", "status", "days_overdue", "open_feedback_items", "blocker", "we_are_waiting_on_client" ] } }, "overdue_count": { "type": "number", "description": "Total number of overdue deliverables across all clients" }, "waiting_on_client_count": { "type": "number", "description": "Number of deliverables currently blocked waiting on client input" }, "by_client": { "type": "array", "description": "Summary of deliverable status grouped by client", "items": { "type": "object", "description": "Deliverable status summary for a single client", "additionalProperties": false, "properties": { "client": { "type": "string", "description": "Name of the client" }, "total_deliverables": { "type": "number", "description": "Total number of deliverables for this client" }, "overdue_count": { "type": "number", "description": "Number of overdue deliverables for this client" }, "in_progress_count": { "type": "number", "description": "Number of deliverables currently in progress for this client" } }, "required": ["client", "total_deliverables", "overdue_count", "in_progress_count"] } }, "summary": { "type": "string", "description": "One or two sentence summary of overall deliverable status and most urgent items" } }, "required": [ "as_of", "deliverables", "overdue_count", "waiting_on_client_count", "by_client", "summary" ] } }
Present overdue deliverables first, then items waiting on client input, then in-progress items. Lead with overdue count and waiting_on_client count.
Ask: "Would you like me to draft a status update or delivery email for any of these clients?"