CSM tooling & onboarding.
The exact stack every CSM runs — CLIs, API keys, MCPs, and the four playbook skills — plus how to verify it and the misfires already designed out.
The CSM toolkit
Every CSM runs the same Claude Code stack. A new CSM is productive once these are installed and verified. The canonical checklist is the CSM Claude Code Setup — Audit & Onboarding Guide.
CLIs
- Google Workspace CLI (gws) — Gmail, Calendar, Drive, Sheets, Docs.
npm install -g @googleworkspace/cli && gws auth login - gcloud — GCP logging, Firestore, Secret Manager.
brew install google-cloud-sdk && gcloud auth login - Stripe CLI — subscription & customer lookups (test mode by default).
brew install stripe/stripe-cli/stripe && stripe login
API keys (in ~/.claude/.api-keys/)
- Attio (CRM), Linear (tickets), tl;dv (call recordings), Airtable (product collections), Missive (email drafts — note: the team has since moved email drafting to Gmail).
Cloud MCPs (claude.ai → Connected Apps)
- Slack, Notion, Google Calendar, Granola, Stripe, Google Drive, Figma, Discord.
CSM skills
Installed in ~/.claude/skills/ — the four playbooks plus their Google Workspace helpers:
| Skill | What it does |
|---|---|
| /csm-handover | Handoff PDF + Slack post for account transitions |
| /csm-follow-up-email | Draft follow-up email from a call transcript |
| /csm-account-prep | Pre-call brief from Attio, Gmail, transcripts, calendar |
| /csm-health-check | Weekly at-risk account scan |
| /gws-gmail, /gws-calendar, /gws-sheets … | 90+ Google Workspace skills, auto-installed with gws |
Verify your setup
ls ~/.claude/.api-keys/ # your API keys cat ~/.claude/mcp.json | jq '.mcpServers|keys' # your MCPs ls ~/.claude/skills/ # your skills which gws && gws --version # gws CLI which gcloud && gcloud --version | head -1 # gcloud
Known issues & the fixes baked in
| Issue | Fix now enforced |
|---|---|
| HTML uploaded instead of PDF | HTML stays in /tmp; only the PDF is uploaded; HTML deleted after. |
| DOC files in the handover folder | Always use /csm-handover — no manual uploads. |
| Google Doc instead of PDF | Skill enforces PDF output. |
| Slack tables don’t render | Posts use bullet points, never markdown tables. |
| PDF not shared with the new CSM | Folder-level sharing with all CSMs; new CSMs added automatically. |
| Handoff docs scattered across Drive | One canonical folder: CSM Account Handovers (1mJGNYhE4pqF__FQKgzAau_6n5tfqXR58). |
/csm-account-prep on one of your new accounts to confirm Attio, Gmail, tl;dv, and Calendar all resolve. If a playbook can’t reach a source, it will tell you exactly which key or MCP is missing.Source: CSM Claude Code Setup — Audit & Onboarding Guide (Google Drive, last updated 2026-05-21) and the four csm-* SKILL.md files.