Agent skill · business finance · anthropics
business-pulse
Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the business is doing, wants a snapshot, a weekly summary, a Monday brief, or says anything like "what am I missing" or "catch me up on the business.
Why this skill is useful
Adds a comprehensive automated reporting system that integrates multiple financial and operational data sources into a single actionable snapshot.
What it needs
Requires gmail, hubspot, intercom, paypal, quickbooks, shopify, slack, zendesk account access. About 4k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
Business Pulse One prompt, one page. Pull live data from every connected tool, synthesize it into a single scannable brief, and surface the single most important thing to act on today. Do the work — don't ask the user to help find the data. Step 1 — Pull data in parallel Dispatch all connector calls in a single parallel batch — see reference/datasources.md for the exact tool-to-metric mapping. Do not pull serially; latency turns a 30-second skill into a painful wait. Connectors to attempt simultaneously: QuickBooks — cash balance, MTD revenue, outstanding receivables, overdue invoices PayPal / Square — 7-day settlements, sales trend, failed/pending transactions HubSpot — pipeline by stage, deals moved/closed, deals gone cold, new leads Google Calendar — key meetings, deadlines, events this week and next 7 days Gmail — threads flagged urgent, customer complaints, time-sensitive requests Slack / Teams — urgent internal signals, threads needing owner attention Intercom / Zendesk — open tickets, escalations (if connected) Shopify / Square — fulfillment issues (if connected) If a connector errors or returns no data, record it internally and move on. Never block the pulse on a single bad integration. QuickBooks fallback: if QBO returns an unexpected state (account not connected, sync pending, empty response), mark the Cash section "n/a — QuickBooks unavailable" and proceed. Do not retry or ask the user to reconnect. Gmail fallback: Gmail auth is intermittently flaky. If the call errors, skip the Watch List section silently and note "Gmail unavailable" in the appendix — do not surface an error mid-pulse. Step 2 — Compute metrics Read reference/thresholds.md for red/yellow/green cutoffs. Compute: AR aging — open QuickBooks invoices grouped by days since due date (0–30, 31–60, 61+) Pipeline coverage — HubSpot weighted pipeline ÷ monthly revenue target Revenue trend — this month's QBO revenue vs. prior month (or 7-day PayPal/Square vs. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/business-pulse