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root 1b4fcd4427 Initial skills documentation — 25 categories, all SKILL.md + references + scripts

2026-07-15 17:42:20 -04:00

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API Integration Research

Research third-party APIs for platform integration into IT Pro Partner or client portals. Focus on self-hosted vs SaaS, pricing models, API quality, and compliance requirements.

Research workflow

Delegate the task to a subagent with specific research goals (list them)
The subagent should visit the actual website + API docs + pricing pages
Compile a structured report with: provider name, pricing, API quality, compliance, integration feasibility, recommended provider
Save full report to /root/api-research-report.md
Present summary to user with table format: Provider | Cost | API | Compliance | Verdict

Multi-axis tool comparison (database tools pattern)

When evaluating self-hosted infrastructure tools (database APIs, no-code platforms, self-hosted alternatives), use a structured comparison matrix with these columns:

Tool	Self-Hosted	License/Cost	REST API	Raw SQL	DB Support	MCP	Setup

Research order:

Find 5-10 candidates via web search (known categories + "alternative to X")
Batch-parallel the first pass — visit GitHub, pricing page, docs for each in parallel
Build a matrix from first-pass data, use it to eliminate obvious rejects (wrong DB, no API, no raw SQL, enterprise-only features, unmaintained)
Deep-dive the remaining 2-3 — extract exact setup commands, MCP config, real API endpoints
Verify MCP/API claims — some projects advertise "API" but it's enterprise-only or docs-gated (CloudBeaver pattern). Always check the actual docs page, not the marketing site
Save final recommendation + Hermes integration config to a reference file under this skill

Key trap: "open source" does not mean "API is free." Check the feature matrix between Community and Enterprise editions carefully — some projects (CloudBeaver, NocoDB) deploy API/MCP gating in paid tiers.

Data sourcing techniques

When web_search/web_extract are unavailable, use these direct API patterns:

GitHub API — project stats

# Basic repo info
curl -s "https://api.github.com/repos/{owner}/{repo}" | jq '{stars: .stargazers_count, forks: .forks_count, issues: .open_issues_count, license: .license.spdx_id, language: .language, topics: .topics, created: .created_at, updated: .updated_at, desc: .description}'

# Contributor count (read Link header for last page number)
curl -s "https://api.github.com/repos/{owner}/{repo}/contributors?per_page=1&anon=true" -I 2>&1 | grep -i "page=" | grep -oP 'page=\d+' | tail -1

# Release count (read Link header)
curl -s "https://api.github.com/repos/{owner}/{repo}/releases?per_page=1" -I 2>&1 | grep -oP 'page=\d+' | tail -1

# Latest release info
curl -s "https://api.github.com/repos/{owner}/{repo}/releases/latest" | jq '{tag_name, published_at}'

# Recent commits
curl -s "https://api.github.com/repos/{owner}/{repo}/commits?per_page=5" | jq -r '.[] | "\(.commit.committer.date): \(.commit.message[:80])"'

Docker Hub — pull counts, image size

# Overall stats
curl -s "https://hub.docker.com/v2/repositories/{owner}/{image}/" | jq '{pull_count, star_count, last_updated}'

# Per-tag (image sizes by arch)
curl -s "https://hub.docker.com/v2/repositories/{owner}/{image}/tags?page_size=3" | jq '.results[] | {name, last_updated, images: [.images[] | {architecture, os, size}]}'

Pricing page extraction

# Save page, extract text
curl -sL -o /tmp/page.html "https://vendor.com/pricing"

# Find dollar amounts
grep -oP '\$[\d,]+' /tmp/page.html | sort -u

# Find plan/keyword text
grep -oP '(?<=>)[^<]{3,80}(?=</)' /tmp/page.html | grep -iP '(plan|free|pro|enterprise|team|\$|price|self|seat)' | sort -u

Doc site extraction (Next.js SPAs)

# Next.js embeds content in self.__next_f.push payloads — extract headings and text
grep -oP '(?<=>)[^<]{10,200}(?=</)' /tmp/docs.html | grep -vP '(svg|path|div|span|class|style|href|src|data|script|https)' | sort -u

Reference file management

When a reference doc exists in both this skill and a browser-setup skill (e.g. RingLogix): keep the browser version as the primary (it can re-extract from live docs via browser_* tools) and this version as the condensed reference for integration planning. Prefer shorter summaries with pointers over duplicating large tables.

On this server, published HTML reference pages live at /var/www/static/ and are served via Caddy under core.itpropartner.com/<path>. Add a Caddy route block under the core.itpropartner.com site in /etc/caddy/Caddyfile, then caddy reload. Pin the file mode to 644 or the server returns 403.

Comparison report template

See templates/vendor-comparison-report.md for the structured report template.

VoIP/CPaaS Integration — RingLogix (VoIPSimplicity)

Researched Jul 7, 2026. RingLogix is the white-label phone carrier for VoIPSimplicity. Docs at https://apidocs.ringlogix.com/ — public, no login.

API pattern: Single POST endpoint https://api.ringlogix.com/pbx/v1/ with ?object=&action= routing. 238 endpoints across 42 categories. OAuth2 password grant auth.

Auto-provisioning flow: Phones from any source (retail, used, previous provider) register via MAC. DHCP Options 156/66/160/43 on the customer's router point to RingLogix's NDP provisioning server. MAC registration + device linking via API, then the phone auto-configures on boot.

Integration targets:

Auto-provision phones from customer portal (order → create subscriber → register MAC → link device)
CDR export for automated billing
DID/phone number management
Customer/subscriber lookup and status checks
Agent and call queue management for call centers

Prerequisite: OAuth Client ID + Client Secret from RingLogix support (separate from PBX credentials). Without these, no API call works.

See hermes-browser-setup skill references for the full API endpoint catalog and references/ringlogix-cpaas-api.md for the condensed integration reference.

The full DRE architecture including DocuSeal deployment details is documented in the reference file at references/debt-recovery-platform-architecture.md under the docker-service-deployment skill (umbrella for the deployed stack).

Online Notarization (RON) — BlueNotary (Researched Jul 7, 2026)

Pricing: Business Pro $37-47/seat/mo (yearly/monthly). Includes 2 free sessions/seat/mo. Additional sessions: $10/session. Additional signers: $5. Closing package: $45. Enterprise (15+ seats): Contact Sales.
API: ❌ Claims "REST API" and "white-labeled" on marketing site — but NO public API documentation exists anywhere. The "See API Docs" button loops to the integrations page. All common API/doc paths return 404. No developer subdomain resolves. API access is enterprise-only, sales-gated. See web-research-fallback skill's references/saas-api-claim-verification.md for the full probe methodology.
Compliance: Claims SOC 2 Type 2, HIPAA compliant, MISMO certified. KBA + biometrics. 10-year video/audit storage.
Notary pool: Claims 20,000+ from 40+ states.
White-label: Promoted (Branded Portal, Custom Workflows) — enterprise-only.
Verdict: 🔴 Not suitable for self-serve API integration. No published endpoints, SLAs, or sandbox. Competitors (OneNotary, Proof) have actual public API docs.

Online Notarization (RON) — Proof (formerly Notarize)

Cost: $25/notarization in-house, $10-25 on-demand network. Identity verification $4/signer. Premium tier for API access (custom pricing).
API: REST API with webhooks. Requires Premium plan. Sandbox on Enterprise.
Compliance: Texas HB 3496 + SB 1624 compliant. Valid in all 50 states.
Verdict: Best fit for debt recovery LPOA notarization — on-demand notaries 24/7, no need to hire in-house.

Online Notarization (RON) — OneNotary (Updated Jul 7, 2026)

Trustpilot: 5.0/5.0 from 3,222 reviews (#3 ranked in Notary Public category)
Cost: $25/notarization (1 stamp, 1 signer). Pay-as-you-go: $0/mo. Business Professional: ~$49-65/mo (unlimited storage, API access, templates, biometric verification, unlimited team members, connect your own notary, remote I-9 + E-Verify). Enterprise: custom pricing with volume discounts.
API: Full REST API with public developer portal at dev.onenotary.us — embedded widgets, API tokens, webhooks, custom integrations. NOT sales-gated. SSO: Okta, OAuth, SAML, Google. Embedded integration available below Enterprise tier.
DocuSign partnership: Official DocuSign Notary On-Demand partner (listed in DocuSign developer docs as their notary provider).
Notary pool: 45,000+ virtual notaries available 24/7.
Security certs: SOC 2 (AICPA), ISO 27001, MISMO compliance.
Texas compliance: ✅ Dedicated Texas page (onenotary.com/texas-online-notary-for-businesses/). Texas-licensed notaries. Automatic state-law routing per document.
Document support: PDF up to 35 MB. LPOA, shipping affidavits, certs of origin all supported. e-Sign built in. No client account needed for one-time flow.
Integration: Embedded widgets + REST API for deep integration. Also link-based email invites. Clio integration available.
Storage: Unlimited (Business Pro) vs. 7 days (pay-as-you-go).
Hours: 24/7.
Verdict: ✅ Best RON provider for debt recovery. Full public API docs, SOC 2, 24/7, Texas-compliant, $0 monthly option, 3,200+ 5-star reviews. Start with pay-as-you-go, upgrade when volume justifies the Business Pro plan.

Online Notarization (RON) — OnlineNotary.net (Researched Jul 7, 2026)

Trustpilot: 4.0/5.0 from only 33 reviews (too small to be meaningful).
Cost: $15/signer/month (monthly billing, pay at end of month). Consumer: pay-after-use.
API: Claims "RESTful API" but zero public documentation — no developer portal, no endpoints, no docs found anywhere.
BBB: No BBB profile exists for this business.
G2/Capterra: Not listed on either platform.
Scam Detector: Rated "Medium-Risk" — flagged as "Active. Medium-Risk." on a 1-100 scale.
Hours: 9AM-2AM daily (not 24/7).
Support: Live chat + email only, no phone.
Texas compliance: Generic US service — no Texas-specific pages or compliance info found.
Security certs: None found (SOC 2, ISO, etc. not advertised).
Reddit: 1 positive review found ("10/10 best price").
Verdict: 🔴 Do not use. Price is the only advantage ($15 vs $25). Too few reviews, no verifiable API docs, no BBB profile, medium-risk flag, limited hours. Not suitable for a legal document service at any price.

RON Provider Comparison (Updated Jul 7, 2026)

See references/onlinenotary-vs-onenotary-debt-recovery.md for the full DRE evaluation with data sources and qualitative findings.

Database-to-API Tools (Researched Jul 9, 2026)

Researched 9 self-hosted database query tools that expose SQL databases as REST APIs for Hermes integration. Targeted MySQL, SQLite, and PostgreSQL support with raw SQL execution capability.

🏆 Winner: Faucet — Single 47MB Go binary, MIT licensed, native MCP server. Supports all 3 target databases plus raw SQL via opt-in faucet_raw_sql MCP tool. Under 60 second setup.

🥈 Fallback: Custom Python Hermes skill — Runs in-process with Python DB drivers (mysql-connector-python, psycopg2, sqlite3). Zero external infra.

Ruled out: Adminer (GUI only), Supabase (PostgreSQL only, no raw SQL), Directus (no SQLite, heavy), NocoDB (no raw SQL API), CloudBeaver (API/MCP enterprise-only), PostgREST (PostgreSQL only), restSQL (no SQLite, Java, unmaintained).

See references/database-query-tools.md for the full comparison matrix, Hermes integration configs, and research methodology for evaluating database API tools.

Provider	API	Pricing	Trustpilot	Texas	LPOA	Best For
OneNotary	✅ Full REST API (dev.onenotary.us)	$25/session $0/mo or ~$49-65/mo flat	5.0 / 3,222 reviews	✅	✅	🔥 Best overall — public API, SOC 2, 24/7, verified reviews
Proof (Notarize)	Premium+ ($)	~$25/session	Lower volume	✅	✅	Full API + fraud monitoring suite
BlueNotary	❌ None public (enterprise-only)	$37-47/seat/mo + $10/session	Unknown	✅	✅	In-house notary teams only, no API needed
NotaryCam	Custom	~$25-35	Moderate	✅	⚠️	Real-estate / mortgage focused
Pavaso	Custom	Custom	Low	✅	❌	Real-estate only
OnlineNotary.net	None visible	$15/signer/mo	4.0 / 33 reviews ❌	❌	❓	Avoid — too risky

Certified Mail API — LetterStream

Cost: $8.34/letter certified mail. No monthly fees, no minimums.
API: REST API for document submission, tracking, and proof of delivery.
Verdict: Cost-effective for electronic service of process.

Digital Signatures — Documenso vs DocuSeal

Recommendation: DocuSeal for most self-hosted portal integrations. See references/digital-signatures-comparison.md for the full comparison.

Factor	Documenso	DocuSeal	Edge
Docker image	690 MB	227 MB	DocuSeal
Setup	PG-only, signing cert required	SQLite optional, one command	DocuSeal
Portal SDKs	Embedding in paid tier	Free React/Vue/Angular/JS	DocuSeal
Features	Core signing	Bulk CSV, conditional, formulas	DocuSeal
Compliance docs	SOC2, CFR21, ESIGN, UETA, eIDAS	ESIGN/UETA, less detailed	Documenso
Community	~181 contributors	~6 contributors	Documenso

When to pick Documenso: Need audited SOC 2 or 21 CFR Part 11 compliance docs. TypeScript/Node.js shop wanting to customize source. Large-scale team management with granular roles. Unlimited API docs without per-document fees.

When to pick DocuSeal: Fast Docker deploy (single container, SQLite), embedding SDKs for portal, lighter resource footprint, richer automation features (bulk send, conditional fields, formulas).

Open-Source CRM Platforms — TwentyCRM, EspoCRM, Krayin CRM

Researched Jul 7, 2026 for DRE (Debt Recovery Experts) — ~10 staff, ~50-200 active claims, self-hosted on netcup KVM VPS.

Summary: TwentyCRM recommended — best API (GraphQL+REST+MCP), 52K GitHub stars, self-hosted Docker Compose with 2GB RAM minimum, custom objects-as-code via TypeScript. EspoCRM second — lightweight (1GB RAM), 10-year track record, straightforward REST API. Krayin CRM third — MIT license best for commercial, but heavier (3GB RAM) and less mature email integration.

See references/open-source-crm-comparison.md for the full comparison with deployment details, feature matrix, and per-vendor analysis.

Payments — ACH preferred over credit cards

Stripe ACH: 0.8% capped at $5 vs 2.9% + $0.30 for cards
Stripe Connect platform model: debtor pays platform, platform disburses to customer minus fee
Processing fees can be passed to debtor
Physical checks also accepted

Per-claim cost estimate (debt recovery)

Notarization: ~$25-35
Identity verification: ~$4
Certified mail: ~$8.34
Processing (ACH): ~$5 max
Total: ~$42-52 per claim (pass to debtor)

API research report storage

Full detailed reports go to /root/api-research-report.md. The subagent creates this file with pricing tables, comparison matrices, compliance details, and recommended architecture.

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