business pulse

Actual Agent / Skill files

This complete upstream plugin source package includes this skill, other skills, scripts, references, and bundled connection configuration. Preview files show the current skill and essential package information. External connectors, models, runtime dependencies, and accounts still require official setup; individual workflows are not execution-tested.

Produces a one-page cross-functional business snapshot for SMB owners — cash position (the ledger: MYOB, NetSuite, QuickBooks, Xero, or Zoho Books), sales trend (PayPal/Square/Stripe), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail or M365, 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 daily brief, a Friday recap, or says anything like "what am I missing" or "catch me up on the business." A start-of-week briefing routes to /monday-brief, which runs this skill as its first link.

Imported source metadata: runtime behavior, costs and compatibility have not been independently verified. Open the official source for current setup instructions.

Requirements

A compatible plugin or Agent Skills client is required; capabilities vary by client.
If connecting business data, check the plugin connectors, account permissions and organization policies first.

Use steps

Open the source documentation and confirm scope, supported clients and prerequisites.
Find the small-business plugin in Claude's plugin browser, or follow the repository's Claude Code instructions to install the complete bundle.
Authorize required connections as instructed by the client, start a new session, try an example task and review the output before delivery.

Example

Example prompt: Use the business-pulse workflow with my supplied material. Identify missing information first, then produce a result I can review.

Limitations

Imported from source metadata; not execution-tested in every client.
Copying only SKILL.md can omit connectors, commands, scripts and references; use the publisher’s complete package.

Browse the resource directory