How do I install the Metronome Create Customer skill?

Run npx skillmds@latest add metronome-industries/metronome-create-customer in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Metronome Create Customer safe to use?

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Which AI agents work with Metronome Create Customer?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Metronome Create Customer free to use?

Yes. Installing skills from SkillMD is free, and the skill stays under its author's original license.

Who published Metronome Create Customer?

metronome-industries (@metronome-industries) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Metronome Create Customer by metronome-industries

Name: Metronome Create Customer
Author: metronome-industries

Metronome Create Customer

Creates a new customer record in Metronome with name, ingest alias, Salesforce ID, and Slack channel. Use when asked to create a customer, add a customer, onboard a new account, or set up their account in Metronome.

File contents

metronome-create-customer

Creates a single customer record in Metronome. Two-step: preview then confirm. Calls the API directly for both the duplicate check and the write.

Base URL: https://api.metronome.com/v1 (prod) or https://staging.api.metronome.com/v1 (sandbox).

Step 1 — Collect fields

Ask the user for anything not already provided:

Field	Required	Notes
Legal entity name	Yes	Appears verbatim on invoices — use exact legal name
Ingest alias	Yes	The customer's client ID in their own system
Salesforce account ID	Yes	Alphanumeric ID from the Salesforce account URL
External Slack channel	Yes	The shared channel name (not internal) — used by Pylon for support

Step 2 — Check for duplicate

GET /v1/customers
Authorization: Bearer $METRONOME_API_TOKEN

Returns all customers — match by name field from the response.

Match found → show it and ask the user to confirm this is a different entity.
No match → proceed.

Step 3 — Preview

NEW CUSTOMER PREVIEW

  Name:          <legal entity name>
  Ingest alias:  <alias>
  Salesforce ID: <id>
  Slack channel: <channel>

Reply "confirmed" to create.

Do not call the API until the user confirms.

Step 4 — Create

POST /v1/customers
Authorization: Bearer $METRONOME_API_TOKEN
Content-Type: application/json

{
  "name": "<legal entity name>",
  "ingest_aliases": ["<ingest_alias>"],
  "customer_config": {
    "salesforce_account_id": "<salesforce_id>"
  },
  "custom_fields": {
    "slack_channel": "<slack_channel>"
  }
}

Return the id from the response — the user will need it for metronome-create-contract.

Note: custom_fields keys must be pre-registered in your Metronome account before use. If slack_channel is not registered, the API returns "Invalid custom field keys". Ask your Metronome admin to register it first, or omit custom_fields entirely if not configured.

---name: metronome-create-customerdescription: Creates a new customer record in Metronome with name, ingest alias, Salesforce ID, and Slack channel. Use when asked to create a customer, add a customer, onboard a new account, or set up their account in Metronome.---# metronome-create-customerCreates a single customer record in Metronome. Two-step: preview then confirm.Calls the API directly for both the duplicate check and the write.Base URL: `https://api.metronome.com/v1` (prod) or `https://staging.api.metronome.com/v1` (sandbox).---## Step 1 — Collect fieldsAsk the user for anything not already provided:| Field | Required | Notes ||---|---|---|| Legal entity name | Yes | Appears verbatim on invoices — use exact legal name || Ingest alias | Yes | The customer's client ID in their own system || Salesforce account ID | Yes | Alphanumeric ID from the Salesforce account URL || External Slack channel | Yes | The shared channel name (not internal) — used by Pylon for support |---## Step 2 — Check for duplicate```httpGET /v1/customersAuthorization: Bearer $METRONOME_API_TOKEN```Returns all customers — match by `name` field from the response.- Match found → show it and ask the user to confirm this is a different entity.- No match → proceed.---## Step 3 — Preview```NEW CUSTOMER PREVIEW Name: <legal entity name> Ingest alias: <alias> Salesforce ID: <id> Slack channel: <channel>Reply "confirmed" to create.```Do not call the API until the user confirms.---## Step 4 — Create```httpPOST /v1/customersAuthorization: Bearer $METRONOME_API_TOKENContent-Type: application/json{ "name": "<legal entity name>", "ingest_aliases": ["<ingest_alias>"], "customer_config": { "salesforce_account_id": "<salesforce_id>" }, "custom_fields": { "slack_channel": "<slack_channel>" }}```Return the `id` from the response — the user will need it for `metronome-create-contract`.> **Note:** `custom_fields` keys must be pre-registered in your Metronome account before use. If `slack_channel` is not registered, the API returns `"Invalid custom field keys"`. Ask your Metronome admin to register it first, or omit `custom_fields` entirely if not configured.

Frequently asked questions