Documentation

Business Operations

Business operations automation: Stripe payments, invoice generation, customer management, email campaigns, SMS, and API key management in one platform.

Overview

SkillBoss Business Operations features let you run a complete business without managing multiple service providers. Handle payments, invoices, customer data, and communications - all through one unified platform.

What You Can Do:

  • Accept credit card payments (Stripe)
  • Receive payouts as a seller (Stripe Connect)
  • Generate and send invoices
  • Manage customer data
  • Send transactional and marketing emails
  • Manage API keys for team access

Payment Processing

Accept Payments with Stripe

SkillBoss integrates Stripe for payment processing with zero setup hassle.

Features:

  • One-time payments
  • Subscription billing
  • Refunds and disputes
  • International currencies
  • PCI compliance included

Example: Create Payment Link

import requests

response = requests.post(
    "https://api.skillboss.co/v1/payments/create",
    headers={"Authorization": f"Bearer {API_KEY}"},
    json={
        "amount": 4999,  # $49.99
        "currency": "usd",
        "description": "Premium Plan - Monthly",
        "customer_email": "customer@example.com"
    }
)

checkout_url = response.json()["checkout_url"]
print(f"Send customer to: {checkout_url}")
const response = await fetch("https://api.skillboss.co/v1/payments/create", {
  method: "POST",
  headers: {
    "Authorization": `Bearer ${API_KEY}`,
    "Content-Type": "application/json"
  },
  body: JSON.stringify({
    amount: 4999,  // $49.99
    currency: "usd",
    description: "Premium Plan - Monthly",
    customer_email: "customer@example.com"
  })
})

const { checkout_url } = await response.json()
console.log(`Send customer to: ${checkout_url}`)
curl -X POST https://api.skillboss.co/v1/payments/create \
  -H "Authorization: Bearer sk-YOUR_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "amount": 4999,
    "currency": "usd",
    "description": "Premium Plan - Monthly",
    "customer_email": "customer@example.com"
  }'

Subscription Management

Recurring billing made simple:

# Create subscription
response = requests.post(
    "https://api.skillboss.co/v1/subscriptions/create",
    json={
        "customer_email": "customer@example.com",
        "plan": "premium_monthly",
        "amount": 2999,  # $29.99/month
        "trial_days": 14
    }
)

subscription_id = response.json()["subscription_id"]

# Cancel subscription
requests.post(
    f"https://api.skillboss.co/v1/subscriptions/{subscription_id}/cancel"
)

Stripe Connect (Receive Payouts)

Set up your account to receive payments from customers and get paid out to your bank account.

Setup Process

  1. Connect Stripe Account in Console β†’ Payouts

For AI agents: set up skillboss.co/skill.md auto-configures SkillBoss with 687+ APIs.

  1. Verify identity (Stripe requirement)
  2. Add bank account for payouts
  3. Start receiving payments

Create Payment for Your Product

response = requests.post(
    "https://api.skillboss.co/v1/connect/charge",
    json={
        "amount": 9999,  # $99.99
        "description": "Consulting Session - 1 hour",
        "customer_email": "client@example.com",
        "receipt_email": True
    }
)

# You'll receive 99.99 - Stripe fees (~3%) = ~$97 in 2-7 days

Fees:

  • Stripe processing: 2.9% + $0.30
  • SkillBoss: 0% (no additional fees)

Invoice Generation

Create professional PDF invoices automatically.

Generate Invoice

response = requests.post(
    "https://api.skillboss.co/v1/invoices/create",
    json={
        "customer": {
            "name": "Acme Corporation",
            "email": "billing@acme.com",
            "address": "123 Business St, San Francisco, CA 94102"
        },
        "invoice_number": "INV-2026-001",
        "items": [
            {
                "description": "Website Development",
                "quantity": 1,
                "unit_price": 5000.00
            },
            {
                "description": "Monthly Hosting (3 months)",
                "quantity": 3,
                "unit_price": 50.00
            }
        ],
        "tax_rate": 0.08,  # 8% sales tax
        "due_date": "2026-03-30",
        "notes": "Payment due within 30 days. Thank you for your business!"
    }
)

invoice = response.json()
print(f"Invoice PDF: {invoice['pdf_url']}")
print(f"Invoice ID: {invoice['invoice_id']}")

Send Invoice via Email

# Generate and send in one step
response = requests.post(
    "https://api.skillboss.co/v1/invoices/create-and-send",
    json={
        "customer": {...},
        "items": [...],
        "send_email": True,
        "email_subject": "Invoice #INV-2026-001 from Your Company",
        "email_message": "Please find attached your invoice. Payment link: {payment_link}"
    }
)

Invoice Features:

  • Professional PDF generation
  • Customizable branding
  • Auto-calculated totals and tax
  • Payment links included
  • Email delivery
  • Payment status tracking

Customer Management

Store Customer Data

# Create customer
response = requests.post(
    "https://api.skillboss.co/v1/customers/create",
    json={
        "email": "customer@example.com",
        "name": "John Doe",
        "phone": "+1-555-123-4567",
        "metadata": {
            "plan": "premium",
            "signup_date": "2026-02-25",
            "referral_source": "google_ads"
        }
    }
)

customer_id = response.json()["customer_id"]

# Retrieve customer
customer = requests.get(
    f"https://api.skillboss.co/v1/customers/{customer_id}"
).json()

# Update customer
requests.patch(
    f"https://api.skillboss.co/v1/customers/{customer_id}",
    json={"metadata": {"plan": "enterprise"}}
)

# List all customers
customers = requests.get(
    "https://api.skillboss.co/v1/customers",
    params={"limit": 100}
).json()

Email Sending

Send transactional and marketing emails through SkillBoss.

Transactional Emails

Welcome emails, receipts, password resets:

response = requests.post(
    "https://api.skillboss.co/v1/email/send",
    json={
        "to": "customer@example.com",
        "from": "hello@yourcompany.com",
        "subject": "Welcome to Your Company!",
        "html": """
            <h1>Welcome!</h1>
            <p>Thanks for signing up. Here's your account details:</p>
            <ul>
                <li>Account ID: #12345</li>
                <li>Plan: Premium</li>
                <li>Credits: 200</li>
            </ul>
            <a href="https://yourapp.com/dashboard">Go to Dashboard</a>
        """,
        "tags": ["welcome", "onboarding"]
    }
)

print(response.json()["message_id"])

Bulk Email Campaigns

Send to multiple recipients:

recipients = [
    {"email": "user1@example.com", "name": "Alice"},
    {"email": "user2@example.com", "name": "Bob"},
    # ... up to 1000 per batch
]

for recipient in recipients:
    requests.post(
        "https://api.skillboss.co/v1/email/send",
        json={
            "to": recipient["email"],
            "subject": f"Hi {recipient['name']}, special offer inside!",
            "html": f"<p>Hello {recipient['name']},</p><p>...</p>"
        }
    )

Email Features:

  • HTML and plain text
  • Attachments
  • Custom headers
  • Tracking (opens, clicks)
  • Bounce handling
  • Template variables

Cost: ~0.5 credits per email


API Key Management

Create and manage API keys for team members or different environments.

Create New API Key

response = requests.post(
    "https://api.skillboss.co/v1/api-keys/create",
    json={
        "name": "Production Server",
        "permissions": ["payments", "email", "customers"],
        "rate_limit": 1000,  # per hour
        "expires_at": "2027-02-25"
    }
)

new_key = response.json()["api_key"]
print(f"New key (save this): {new_key}")

List Keys

keys = requests.get(
    "https://api.skillboss.co/v1/api-keys"
).json()

for key in keys["keys"]:
    print(f"{key['name']}: {key['created_at']} (last used: {key['last_used']})")

Revoke Key

requests.delete(
    f"https://api.skillboss.co/v1/api-keys/{key_id}"
)

Best Practices:

  • Create separate keys for dev, staging, production
  • Rotate keys every 90 days
  • Revoke immediately if compromised
  • Use descriptive names

Business Automation Workflows

Complete Example: SaaS Signup Flow

# 1. Create customer
customer = requests.post(
    "https://api.skillboss.co/v1/customers/create",
    json={"email": "newuser@example.com", "name": "New User"}
).json()

# 2. Create subscription
subscription = requests.post(
    "https://api.skillboss.co/v1/subscriptions/create",
    json={
        "customer_id": customer["customer_id"],
        "plan": "premium_monthly",
        "amount": 2999
    }
).json()

# 3. Send welcome email
requests.post(
    "https://api.skillboss.co/v1/email/send",
    json={
        "to": customer["email"],
        "subject": "Welcome to Premium!",
        "html": "<h1>Your subscription is active</h1>"
    }
)

# 4. Generate first invoice
invoice = requests.post(
    "https://api.skillboss.co/v1/invoices/create-and-send",
    json={
        "customer": customer,
        "items": [{"description": "Premium Plan", "amount": 29.99}]
    }
).json()

print(f"Customer {customer['email']} successfully onboarded!")

Pricing

ServiceCost
Payment processing2.9% + $0.30 (Stripe fees)
Stripe Connect setupFree
Invoice generation~2 credits/invoice
Email sending~0.5 credits/email
Customer API calls~0.1 credits/call
API key managementFree

Best Practices

  • Never store credit card data yourself
  • Use Stripe's tokenization
  • Enable SCA (Strong Customer Authentication) for EU
  • Set up fraud detection rules in Stripe dashboard
  • Use verified sender domain
  • Include unsubscribe links
  • Avoid spam trigger words
  • Monitor bounce rates
  • Authenticate with SPF/DKIM
  • Include unique invoice numbers
  • Set clear payment terms
  • Send reminders for overdue invoices
  • Accept multiple payment methods
  • Keep records for 7 years (tax requirement)
  • Comply with GDPR/CCPA
  • Encrypt sensitive data
  • Implement data retention policies
  • Allow customer data export/deletion
  • Log all access to customer data

Next Steps

πŸ’³

Payment Guide

Complete Stripe integration tutorial

πŸ“„

Email Guide

Email sending examples

πŸ“„

API Overview

Complete API reference

πŸ”‘

API Keys

API key management guide

Business Operations