small-business/skills/friday-brief/SKILL.md
Delivers the Friday end-of-week pulse — revenue vs prior week, top sellers, wins and watches. Accepts optional lookback window of 7 or 14 days.
npx skillsauth add anthropics/knowledge-work-plugins friday-briefInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Run the Friday wins-and-watches briefing. Pull the numbers, surface what matters, and give the owner a clean end-of-week picture.
Parse arguments:
--lookback (default: 7d) — 7d for one week or 14d for a two-week rolling comparisonUsing the business-pulse skill workflow:
Format the output as:
Friday Brief — {date}
WINS
• {win 1}
• {win 2}
• {win 3}
WATCHES
• {watch 1} — {recommended action}
• {watch 2} — {recommended action}
Revenue this week: ${amount} ({+/-}X% vs last week)
Run with whatever is connected — this command degrades gracefully. If PayPal is missing, skip transaction data and note "PayPal not connected — revenue data from HubSpot deals only." If HubSpot is missing, skip deal closes and note it. If neither is connected, stop and tell the owner: "No revenue sources connected. Connect PayPal or HubSpot to run the Friday brief."
End with the formatted brief and ask the owner: "Want me to post this to Slack, email it to yourself, or save it?"
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.