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Implement S7 operator connect helpers for SaaS and channels.

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Add dry-run-default connect dispatcher and per-integration scripts with gitignored local capability state, docs, and unit tests. Mutations require --apply and use nemohermes/openshell only.
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2026-07-27 13:32:42 -07:00
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docs/SETUP_UX.md
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## Prerequisite
Install stages S0–S6 complete ([INSTALL.md](INSTALL.md)).
Install stages S0–S6 complete ([INSTALL.md](INSTALL.md)). S7 connect scripts available ([INSTALL.md § S7](INSTALL.md#s7-owner-messaging--operator-connect-scripts)).
## Flow
1. **Name the assistant** → profile/sandbox name.
2. **Profile intake** — business, timezone, hours, priorities, hard rules.
3. **Channels** — WhatsApp, Email, Telegram (connect / skip / later).
4. **Scheduling** — owner’s Vagaro and/or Square.
5. **Books** — owner’s QuickBooks Online.
6. **Expectations** — draft-only client send; no auto-publish; no inventing live data.
1. **Name the assistant** → profile/sandbox name.
2. **Profile intake** — business, timezone, hours, priorities, hard rules.
3. **Channels** — WhatsApp, Email, Telegram (connect / skip / later).
4. **Scheduling** — owner's Vagaro and/or Square.
5. **Books** — owner's QuickBooks Online.
6. **Expectations** — draft-only client send; no auto-publish; no inventing live data.
7. **Capability report** — plain language.
## Rules
- Owner never receives terminal/Docker/editor instructions.
- Secrets via operator `scripts/connect-*.sh` + OpenShell providers / NemoClaw channel flows.
- Owner never receives terminal/Docker/editor instructions.
- Secrets via operator `scripts/connect-*.sh` + OpenShell providers / NemoClaw channel flows.
- Agent explains vendor browser steps only.
## Operator connect scripts (S7)
After install, the operator runs connect scripts to wire the owner's SaaS:
```bash
# Preview all connections
./scripts/connect.sh all --dry-run
# Connect specific integrations
./scripts/connect.sh square --apply
./scripts/connect.sh channels --target whatsapp --apply
./scripts/connect.sh quickbooks --apply
./scripts/connect.sh vagaro --apply
# Check status
./scripts/connect.sh status
```
See [docs/INSTALL.md § S7](INSTALL.md#s7-owner-messaging--operator-connect-scripts) for full details.
## Related
[design/use-cases.md](../design/use-cases.md) family E · [design/mcp-integrations.md](../design/mcp-integrations.md)