rossum-sa

🧰 Rossum toolkit for Claude Code

Turn Claude into a Rossum implementation partner — audit hooks, analyze schemas, query Data Storage, upgrade extensions, and generate SOWs, all from your terminal.

16 skills · 14 reference packs · 90 MCP tools — Claude Code plugin marketplace for Rossum.ai.

<!-- TODO: add a terminal demo GIF here (e.g. invoice extraction or hook audit) -->

🚀 Quick start

You need the Claude Code CLI and a Rossum account.

/plugin marketplace add rossumai/claude-marketplace
/plugin install rossum-sa@rossumai-claude-marketplace

> Note: Auto-updates are off by default for third-party marketplaces. Enable them in /plugin → Marketplaces tab.

Optional: For a better experience when developing and implementing projects, install the superpowers plugin — it adds structured planning, TDD workflows, and code review skills that pair well with rossum-sa:

/plugin install superpowers@claude-plugins-official

🧭 Two ways in

• Explore a live org — connect to a running Rossum environment and ask questions about it. Anyone with a Rossum login can do this; it's the lowest-barrier way to start.
• Work on an implementation — pull a project to a local checkout with prd2 and use the skills to audit, document, upgrade, and build. The day-to-day SA loop.

🔍 Explore a live org

Connect to Rossum and map out the entire org — workspaces, queues, hooks,
schemas — and draw an ASCII architecture diagram. Add emoji health
indicators next to each component (🟢 healthy, 🟡 warning, 🔴 broken).

Claude prompts for your credentials when it connects, so nothing sensitive goes into the chat:

• Rossum staff / admins — paste a connection string (the curl snippet from the Rossum admin UI), or an API token.
• Implementation partners — your Rossum username + password.
• Either way, give the base URL (https://elis.rossum.ai, or https://<your-org>.rossum.app). No organization ID needed — the base URL identifies the org.

See What can you do with this? below for more live-org prompts.

🛠️ Work on an implementation

For real implementation work, pull a project to a local checkout with prd2, then let Claude work on the files:

prd2 pull <org-dir>          # needs prd2 + admin-role credentials (Rossum staff: a service token)

/rossum-sa:init-claude-md    # teach Claude this checkout is a Rossum project
/rossum-sa:analyze           # find configuration errors
/rossum-sa:dead-code         # prune unused hooks, formulas, and rules
/rossum-sa:document          # generate a reference doc for the project

From here the full skill set applies — see Skills below. New to prd2? The autoloaded prd-reference knowledge covers install, config, and credentials — just ask Claude how to set it up.

⚡ Skills

rossum-sa

| Skill | Description | |-------|-------------| | /rossum-sa:write-sow | Generate a Statement of Work from project requirements | | /rossum-sa:analyze [path] | Check an implementation for configuration errors | | /rossum-sa:document [path] | Produce a queue-focused reference document | | /rossum-sa:implement | Plan and execute an integration project end-to-end | | /rossum-sa:refine-deployment [deploy-file] [impl-path] | Enhance prd2 deploy files with target IDs and attribute overrides | | /rossum-sa:upgrade [path] | Upgrade deprecated extensions to formula fields and bump old Python runtimes on function hooks to python3.12 | | /rossum-sa:iterate [annotation-id] | Tight inner loop on a deliverable — re-fire a hook/formula/rule against one annotation and check the result until the goal is met | | /rossum-sa:test-behavioral-equivalence [path] | Snapshot-replay-diff an implementation against a baseline env to verify a change preserved behavior | | /rossum-sa:dead-code [path] | Find unused hooks, formulas, rules, labels, and engines with a deterministic detector | | /rossum-sa:queue-engine-binding [mode] [queue-id] | Bind queues to custom extraction engines — convert from generic, create engine-bound queues, attach to an existing engine, or revert | | /rossum-sa:evaluate-namings [path] | Audit naming conventions across workspaces, queues, hooks, schema fields, and MDH datasets | | /rossum-sa:coding-best-practices [path] | Review serverless hook functions (custom Python extensions) for code quality, security, and correctness | | /rossum-sa:init-claude-md [path] | Generate a project-specific CLAUDE.md for a pulled prd2 project so future Claude Code sessions recognize it as a Rossum implementation | | /rossum-sa:coupa-bulk-replication [dataset] | Bulk-replicate Coupa master data into Data Storage when import-hook timeouts block standard sync — resumable, sync writes, automatic token refresh | | /rossum-sa:render-export-template [hook-id] [annotation-id] | Render a Custom Format Templating export hook against a real annotation to preview the exact file it outputs, then extract/edit/generate the Jinja2 template — legacy template export, not the Request Processor | | /rossum-sa:automation-report [queue-id-or-url] | Diagnose what blocks queue automation and produce an actionable report with threshold, schema, and rule recommendations |

📚 Autoloaded references

When rossum-sa is enabled, Claude automatically gets domain knowledge for:

• Rossum platform — queues, schemas, hooks, annotations, workflows
• MongoDB — query syntax, aggregation pipelines
• Master Data Hub (MDH) — matching, scoring, collections
• Data Storage API — CRUD, indexing, search
• TxScript & Serverless Functions — formula fields, extension development
• SAP Integration — connector setup, mapping
• Workday Integration — the Rossum-hosted SOAP connector: export/import hook wiring, the mapping DSL (@{…}, $IF_SCHEMA_ID$, $FOR_EACH_SCHEMA_ID$, $DATAPOINT_MAPPING$, $FETCH_DOCUMENT_CONTENT$), goods-vs-service line projection, master-data sync into MDH datasets
• Export Pipeline (Request Processor) — multi-stage API integration engine, SFTP export, auth, response handling
• Coupa Integration Baseline (CIB) — schema, MDH matching, export pipeline, business rules
• prd2 CLI — deployment and management commands
• Structured Formats Import (SFI) — XML/JSON import setup, XPath/JMESPath selectors, e-invoicing (ZUGFeRD, X-Rechnung)
• Approval workflows — read-only workflow/step/run/activity API + the reset action, step modes & conditions, approver assignees (a paid, Rossum-configured feature)
• Business rules & validation — native Rules vs. the legacy Business Rules Validation extension, conditions, actions, automation blocking
• Email Body Converter — hosted webhook that turns email HTML bodies (and HTML/TXT attachments or uploads) into PDF documents for extraction — setup, full settings schema, regional availability, body-only email recipes

💡 What can you do with this?

More read-only prompts to run against a connected org:

🕵️ Who's been busy? — Pull a year of audit logs and surface suspicious activity patterns.

Connect to Rossum, pull all audit logs for the last year, and print a histogram
of user activity. Highlight suspicious patterns.

🔗 Find broken hooks — Audit your hook chains across all queues.

Connect to Rossum and list all hooks. Group them by queue and flag any that are inactive,
have no queues attached, or have a broken run_after chain.

📊 Spot missing indexes — Catch Data Storage performance problems before they bite.

Connect to Rossum and check all Data Storage collections. List their indexes and search
indexes, flag any missing __dynamic_index or duplicate/redundant indexes.

🎯 Tune fuzzy matching — Optimize MDH search scores with real data.

Connect to Rossum and find the $search query in the MDH matching extension. Verify and
calibrate the score thresholds against real data in the collection. Use at least 1000 samples.

🔀 Detect schema drift — Find fields that diverged across queues.

Connect to Rossum and compare schemas across all active queues. List fields that exist in
one schema but not another.

🔌 MCP tools (rossum-api)

The MCP server starts automatically when rossum-sa is enabled. Write and destructive tools require explicit user approval.

Connection

| Tool | Description | |------|-------------| | rossum_set_token | Authenticate with a Rossum environment (API token, username+password, or pasted curl connection string) | | rossum_whoami | Show authenticated user, organization, and role | | rossum_get | Read-only GET of any API resource without a dedicated tool (engines, labels, automation_blockers, …) |

Rossum API

| Tool | Description | |------|-------------| | rossum_list_workspaces | List workspaces | | rossum_get_workspace | Get full workspace details | | rossum_list_queues | List queues (filter by workspace, status) | | rossum_get_queue | Get full queue details | | rossum_create_queue_from_template | ✏️ Provision a self-contained queue from a queue template (creates a fresh schema and inbox with it, plus a fresh engine in the default next-gen mode) | | rossum_duplicate_queue | ✏️ Clone a queue (deep-copies the schema, fresh inbox, shares the source's engine; copy_ switches for hooks/rules/permissions/…) | | rossum_patch_queue | ✏️ Update a queue (name, automation settings, UI settings, workflow bindings, workspace/schema/hooks/users/engine references) | | rossum_delete_queue | ⚠️ Delete a queue immediately (skips the 24h grace window), poll until gone, then cascade-delete its now-orphaned schema/inbox/engine unless shared with another queue | | rossum_get_automation_insights | Queue automation analytics: rates, blockers, per-field statistics (compact digest by default, full payload cached) | | rossum_get_automation_projections | Simulate automation at recalibrated confidence thresholds; degrades gracefully when the queue has too little reviewed data | | rossum_get_schema | Get queue schema (datapoints, sections, tables) | | rossum_patch_schema | ✏️ Update a schema (name, content, metadata) | | rossum_validate_schema | Dry-run schema content validation (POST /schemas/validate — non-mutating despite being a POST; pass schema_id to enable engine-binding checks) | | rossum_list_schemas | List all schemas | | rossum_create_engine_field | ✏️ Create an engine field on a custom extraction engine — create it BEFORE adding the matching captured datapoint to the schema | | rossum_patch_engine_field | ✏️ Update an engine field (label, type, subtype, pretrained seeding; name is immutable) | | rossum_delete_engine_field | ⚠️ Delete an engine field — remove the matching schema datapoint first (the API 409s while referenced; the tool reports which schemas to edit) | | rossum_list_hooks | List hooks/extensions (filter by queue, active) | | rossum_get_hook | Get full hook details including code and config | | rossum_create_hook | ✏️ Create a new hook (serverless function or webhook) incl. description, settings, and secrets_schema (declares secret key names — values are entered by a human in the UI) | | rossum_create_hook_from_template | ✏️ Create a hook from a hook template (catalog) — template supplies the base, you supply name/queues/settings | | rossum_duplicate_hook | ✏️ Clone an existing hook (created inactive; queues/secrets/dependencies copied only on request) | | rossum_delete_hook | ⚠️ Delete a hook | | rossum_patch_hook | ✏️ Update an existing hook (code, events, active, queues, settings, description, secrets_schema — never secret values) | | rossum_extract_export_template | Pull a Custom Format Templating export template out of a hook's export_configs into editable text | | rossum_generate_export_settings | Turn a local Jinja2 template into the export_configs settings block to push back | | rossum_generate_export_payload | Generate an annotation's export payload (feeds the local render preview) | | rossum_list_hook_logs | List hook execution logs (filter by hook, annotation, queue, status); include_output=true adds the hook's print() output and failure tracebacks, which are absent from message | | rossum_test_hook | ✏️ Test a hook in isolation: auto-generate a payload (event/action) and execute it (dry-run; optional config override) | | rossum_invoke_hook | ⚠️ Invoke a hook for REAL with a custom payload (live execution — irreversible external side effects; not a dry-run like test) | | rossum_list_rules | List business rules (filter by queue) | | rossum_get_rule | Get full rule details (trigger_condition, actions, queues) | | rossum_create_rule | ✏️ Create a new business rule (trigger_condition + actions) | | rossum_patch_rule | ✏️ Update an existing rule (trigger_condition, enabled, actions, queues) | | rossum_delete_rule | ⚠️ Delete a business rule | | rossum_list_rule_execution_logs | List rule execution logs (filter by rule, queue, annotation, event, result, time) | | rossum_list_annotations | List annotations in a queue (filter by status) | | rossum_search_annotations | Search annotations across queues (filter by status, date range, workspace) | | rossum_search_annotations_advanced | Content/field-value + full-text search via POST /annotations/search (MongoDB-subset query + query_string); read-only despite being a POST | | rossum_get_annotation | Compact merged view: metadata + extracted fields + tables + resolved automation_blocker items + recent hook logs in one call. Caches raw payload to .rossum-cache/annotations/<id>.json. | | rossum_get_annotation_meta | Raw annotation metadata only (status, timestamps, URLs) — use when you want the unprojected resource | | rossum_get_annotation_content | Raw content tree (extracted data) — use when you need the unprojected nested structure | | rossum_patch_annotation | ✏️ Update annotation status or metadata (confirm, reject, export) | | rossum_start_annotation | ✏️ Start a review session (transitions to reviewing, locks to caller) | | rossum_cancel_annotation | ✏️ Cancel a review session (releases the lock) | | rossum_confirm_annotation | ⚠️ Confirm an annotation (POST /confirm) — transitions to exported/exporting/confirmed and FIRES THE EXPORT | | rossum_validate_content | ✏️ Fire the hook chain via content/validate with specified actions | | rossum_upload_document | ✏️ Upload a local document (PDF/image/etc.) into a queue via the modern async /uploads API; polls task→upload→annotation and returns the new annotation id | | rossum_refire_annotation | ✏️ Inner-loop re-fire primitive (mode=validate\|toggle\|reextract\|reupload) with try/finally cancel, dedup auto-restore, and merged compact response; reextract re-imports in place (same annotation id) and is the preferred way to re-fire initialize hooks | | rossum_get_task | 👁️ Retrieve an async task object (uses ?no_redirect=true to read status instead of following the /tasks 303 to its result) | | rossum_delete_annotation | ⚠️ Delete annotations (reversible soft-delete; optional irreversible purge with poll-to-purged) — cleanup for test/iteration loops | | rossum_update_annotation_content | ✏️ Write field values via bulk content-operations (replace/add/remove); direct write, no review lock (best-effort status guard: refuses annotations past review and foreign reviewing sessions); compact result by default (fields/view params like rossum_get_annotation) | | rossum_apply_labels | ✏️ Bulk add/remove labels across annotations in one call (label definitions must already exist — created in the UI or via raw POST /labels; list them via rossum_get path /api/v1/labels) | | rossum_get_document | Get document metadata (filename, MIME type) | | rossum_list_connectors | List export connectors (filter by queue) | | rossum_list_emails | List emails (filter by queue, type) | | rossum_get_email | Get full email details (subject, body, attachments) | | rossum_import_email | ✏️ Simulate an inbound email via async POST /emails/import — imports a raw or constructed (subject/body/attachments) message into an inbox, runs the full email.received pipeline, and returns the created email + annotation/document ids; for testing Email Body Converter, email_header:/email_body:* fields, and no-attachment bounce handling | | rossum_list_email_threads | List email threads (filter by queue) | | rossum_create_email_template | ✏️ Create an email template (rejection/custom notification subject + body, scoped to a queue) | | rossum_patch_email_template | ✏️ Update an email template (subject, message, automate, recipients, queue) | | rossum_delete_email_template | ⚠️ Delete an email template | | rossum_render_email_template | Render a template to its final subject + body for preview (POST but read-only — renders, does not send) | | rossum_list_groups | List available user roles (groups) and their IDs | | rossum_list_users | List organization users | | rossum_create_user | ✏️ Create a new user in the organization | | rossum_patch_user | ✏️ Update a user — assign queues, change role (groups), rename, or deactivate (is_active=false); queue/group lists replace, not add | | rossum_list_audit_logs | Query audit logs (admin only) |

Data Storage

| Tool | Description | |------|-------------| | data_storage_healthz | Check API reachability | | data_storage_list_collections | List collections | | data_storage_find | Query documents with filter/projection/sort | | data_storage_aggregate | Run MongoDB aggregation pipelines | | data_storage_list_indexes | List collection indexes | | data_storage_list_search_indexes | List Atlas Search indexes | | data_storage_insert | ✏️ Insert one or more documents into a collection | | data_storage_update_one | ✏️ Update first document matching a filter | | data_storage_update_many | ✏️ Update all documents matching a filter | | data_storage_replace_one | ✏️ Replace first document matching a filter | | data_storage_delete_one | ⚠️ Delete first document matching a filter | | data_storage_delete_many | ⚠️ Delete all documents matching a filter | | data_storage_bulk_write | ✏️ Perform multiple write operations atomically | | data_storage_create_index | ✏️ Create a database index | | data_storage_create_search_index | ✏️ Create an Atlas Search index | | data_storage_drop_index | ⚠️ Drop a database index | | data_storage_drop_collection | ⚠️ Drop a collection and all its indexes | | data_storage_rename_collection | ⚠️ Rename a collection | | data_storage_drop_search_index | ⚠️ Drop an Atlas Search index |

✏️ = write (requires approval) · ⚠️ = destructive (requires approval)

🧪 Running from a local checkout (feature branch)

To test a feature branch before it's published to the marketplace, clone the repo and point Claude Code at the plugin directory with --plugin-dir.

git clone -b <feature-branch> https://github.com/rossumai/claude-marketplace.git rossum-claude-plugin

claude --plugin-dir rossum-claude-plugin/plugins/rossum-sa

📄 License

MIT © Rossum