Cash Flow Tracker

v0.1.0

Workflow #5 — the unified cash view: QBO cash position + AR/AP aging, Fishbowl open SO/PO, ClaritySoft weighted pipeline, with divergence and runway alerts.

Commit Approval

v0.1.0

The ONLY execution path. A human click in the approval card approves (→ the write runs) or rejects a pending proposal. App-only — a compliant host never exposes it to the model.

Daily Pipeline View

v0.1.0

Workflow #7 — ClaritySoft opportunities rolled up by stage (count + value): the company funnel, plus a per-owner slice when requested.

Find Customer Account

v0.1.0

Resolve one joined customer account by company name (case/space-insensitive).

Get Card Data

v0.1.0

Approval-card bootstrap: the proposal's summary, payload and the per-card widget token the Accept/Send button needs. App-only — the assistant cannot call it.

Get Customer (QBO)

v0.1.0

Fetch one QuickBooks customer by id, including its SyncToken (the optimistic-lock key QBO sparse updates require).

KPI Scorecard

v0.1.0

Workflow #9 — the L10 cross-system scorecard: 7 KPIs (cash, AR, AP, pipeline, open SO/PO, NWC) with target/status. Optional bounded publish to Smartsheet.

Project Hunter

v0.1.0

Workflow #6 — scores public-source project candidates against the QMax domain, cross-references ClaritySoft (dedup only, never creates a lead), returns a ranked report + digest.

Propose AR Collections Email

v0.1.0

Workflow #4 — a relationship-aware dunning email queued for approval. The approval IS the send gate; the human can edit subject/body at send.

Propose Bill-Date Correction

v0.1.0

Workflow #2 — the next-day QBO follow-up: correct a bill's TxnDate/DueDate to the vendor invoice date. Queued for approval; applied as a QBO sparse update.

Propose Customer Invoice

v0.1.0

Workflow #3 — draft a customer invoice (AR) for approval; created in QBO only once a cleared human approves.

Propose Sales Order

v0.1.0

Workflow #8 — draft a Fishbowl sales order (status Estimate) from an approved customer PO; created only once sales approves.

Propose Vendor Bill

v0.1.0

Workflow #1 — AP intake. Queues a vendor bill as a PENDING proposal; nothing is written until a cleared human approves in the card.