user-offboarding

Automate Chili Piper rep offboarding with meeting surfacing and audit trails.

7|1|Updated May 8, 2026
One-click install
npx skills add https://github.com/Chili-Piper/mcp-assets --skill user-offboarding
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: user-offboarding
Source: https://github.com/Chili-Piper/mcp-assets/tree/main/skills/user-offboarding
Command: npx skills add https://github.com/Chili-Piper/mcp-assets --skill user-offboarding

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Safely offboard departing Chili Piper reps by surfacing open meetings, removing access from workspaces and teams, and creating a complete audit trail to prevent leaks or orphaned tasks.

Core Features & Use Cases

  • Surface upcoming/open meetings for departing reps and flag reassignments to avoid disruption.
  • Remove the departing user from relevant workspaces and teams, producing an auditable removal plan.
  • Generate an audit trail and provide a dry_run option to preview actions before execution; clearly distinguish manual steps required in the UI for distribution memberships.

Quick Start

Use this workflow by supplying the departing user's identifier and an optional reassign target, then run in dry_run mode to preview actions.

Frequently Asked Questions about user-offboarding

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I safely offboard a rep and remove their workspace access without losing meeting data?

Rep offboarding automates safe departures by surfacing open meetings, removing workspace and team memberships, and generating an audit trail to prevent data leaks or orphaned tasks. You can use a dry_run preview to verify actions before execution.

What happens to upcoming meetings when I remove a departing user from Chili Piper workspaces?

Upcoming meetings are surfaced during the offboarding process and flagged for optional reassignment to another rep, ensuring meeting cancellation or handoff prevents scheduling disruptions for customers.

Can I preview workspace and team removal actions before executing an offboarding plan?

Yes, you can run the offboarding workflow in dry_run mode by supplying the departing user's identifier to preview membership removals and meeting reassignments before making any actual changes.

Does the offboarding process handle distribution list memberships automatically?

The offboarding process removes workspace and team memberships automatically but clearly flags distribution list memberships as manual steps required in the UI for complete access revocation.

How does auditable offboarding maintain compliance when revoking rep access?

Auditable offboarding uses MCP APIs to find users, list workspace members, remove team memberships, and cancel meetings, producing structured outputs that serve as a complete audit trail for compliance review.