small-business/skills/monday-brief/SKILL.md
Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.
npx skillsauth add anthropics/knowledge-work-plugins monday-briefInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Run the Monday Morning Briefing. Pull from every connector that's live, gracefully degrade when one isn't, and deliver a one-page brief the owner can read in under two minutes.
Parse arguments:
--post (default none) — post the brief summary to slack, teams, or none--save-to (default files) — files (Google Drive / OneDrive), desktop (local), or bothTrigger the business-pulse skill workflow. It pulls in this order, scoping to whatever is connected:
If a connector is missing, note it in the brief ("PayPal not connected — sales trend skipped") rather than failing.
Layout (markdown, fits on one screen):
# Monday Brief — {Mon DD, YYYY}
## Cash
{$X balance · {+/-}$Y net last 7 days · runway note}
## Sales (last 7d vs prior 7d)
{$X total · {+/-}Z% · top SKU: {name} ({$})}
## Pipeline
{N deals moved · M stalled · K new leads}
## Week ahead
- {Tue 10am} — {Customer X discovery call}
- {Thu EOD} — {Proposal due to Y}
- ...
## Three things that need you today
1. {Highest-leverage action with one-line why}
2. {...}
3. {...}
--save-to location:
files — Google Drive or OneDrive root, filename monday-brief-YYYY-MM-DD.mddesktop — ~/Desktop/monday-brief-YYYY-MM-DD.mdboth — both locations--post slack or --post teams, post the Three things section only (not the full brief — keep the channel post short) and link to the saved file.This command is designed to run weekly. The owner may schedule it via Cowork's task scheduler — when run on Monday at 7am ET, the output goes straight to their drive and (if configured) Slack/Teams DM channel.
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.