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Add b2c-setup skill and Realm Setup guide - #835

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feature/b2c-setup-skill
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clavery wants to merge 8 commits into
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feature/b2c-setup-skill

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@clavery

@clavery clavery commented Oct 30, 2026

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Summary

Adds a b2c-setup skill: one place to start when setting up a new sandbox or realm. The skill has three parts:

  • An index of setup paths (sandbox, new realm, sample data, adding an instance to an existing storefront project).
  • A catalog of setup workflows. Each row says which product line or feature it applies to, so later workflows can be added as rows.
  • References for:
    • Safety
    • storefront-datasets
    • Sandbox setup
    • Realm setup: staging, then code, global and site replication, then exporting the storefront from staging and importing it on production

Safety comes first. The assistant identifies the instance by hostname, not configuration name. Before each change to staging, production or development, it names the instance and the command and waits for approval. Production and development get data by replication, never by direct import. The skill also recommends a Safety Mode policy for each shared instance.

The MCP server now features the skill:

  • It is listed next to the server's own skills.
  • The server instructions point to it for setting up a new sandbox or realm.
  • It has a row in the b2c-mcp-server skill index.

A new Realm Setup guide is first under Operations & Administration and covers the same flow for users. Operations, Storefront Next, Safety Mode and the sibling skills (sandbox, site import/export, storefronts, replication) link to it or to the skill.

Testing

Manual:

  • Follow the guide's sandbox path on a sandbox: import a dataset, reindex, create a Storefront Next storefront. Check that the site lists and search returns products.
  • In an MCP client, check that b2c-setup appears in the skill listing. Then ask to "set up my new realm" and check that the assistant loads the skill and asks before each change to staging or production.

Orchestrator skill for sandbox and realm setup (storefront datasets,
search indexes, Storefront Next storefronts, replication) with
confirmation before changes to shared instances. Featured in the MCP
skill listing and server instructions.
@clavery
clavery requested a review from a team October 30, 2026 15:45
@clavery
clavery deployed to b2c-docs-preview October 30, 2026 15:46 — with GitHub Actions Active
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github-actions Bot commented Oct 30, 2026 •

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📘 Docs preview

Your documentation changes are published at:

https://d3uhw92m2zac57.cloudfront.net/pr-835/

Commit b099fb9 · ✅ Published

This preview updates on every push and is removed when the PR is closed.

@clavery
clavery deployed to b2c-docs-preview October 30, 2026 16:10 — with GitHub Actions Active
Cover the API client and scopes for CLI storefront creation, generating
project code with create-storefront, and getting the .env file (one-time
Business Manager download, or rebuilding non-secret values from the
instance) in the b2c-setup skill and the Storefront Next guide.
@clavery
clavery deployed to b2c-docs-preview October 30, 2026 16:58 — with GitHub Actions Active
…refront

The skills drift test rejects b2c sfnext create-storefront (a JIT plugin
command), and the Storefront Next CLI reference documents only pnpm dlx.
@clavery
clavery deployed to b2c-docs-preview October 30, 2026 17:13 — with GitHub Actions Active
…setup

b2c am clients create now shows the client's details and asks for
confirmation (--force skips it; required with --json or when not
interactive), and defaults the token endpoint auth method to
client_secret_basic so new clients work with their secret.

Skills and docs explain how to create an API client with the user's
own sign-in, and require agents to confirm every detail with the
user first.
@clavery
clavery deployed to b2c-docs-preview October 30, 2026 20:16 — with GitHub Actions Active
@clavery
clavery deployed to b2c-docs-preview October 31, 2026 00:19 — with GitHub Actions Active

This branch was successfully deployed

1 active deployment
b2c-docs-preview — b099fb90 Deployed Oct 31, 2026 by clavery via Build and publish preview #1183
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