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 → 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

💳

Payment Guide

Complete Stripe integration tutorial

📄

Email Guide

Email sending examples

📄

API Overview

Complete API reference

🔑

API Keys

API key management guide