| name | agencydesk |
| description | Use when the user asks about their agency's clients, projects, payments (pending/collected), expenses, calls, or wants to log business activity — reads and writes the local AgencyDesk database via the agencydesk MCP server. |
AgencyDesk — Claude skill
AgencyDesk is a local-first agency finance app. Its MCP server (agencydesk) exposes the user's LIVE business database. Money matters here — be precise, never guess.
Setup check
If the mcp__agencydesk__* tools are not available, tell the user to run:
claude mcp add agencydesk -- node /path/to/agencydesk/mcp/server.mjs
(The AgencyDesk desktop app must be installed — the server reads the app's SQLite database at ~/Library/Application Support/com.autosysai.agencydesk/agencydesk.db.)
Tools and when to use them
| Tool | Use when |
|---|
list_clients | "which clients do I have", name lookups before any write |
list_projects | project status/billing questions; resolve project names before writes |
financial_overview | "how much did I make", totals collected vs pending |
list_pending_payments | "who do I need to follow up with", "kitna pending hai" |
add_payment | a NEW payment/invoice line (amount is GROSS; share_pct = user's cut) |
mark_collected | "payment aa gaya / received" for an EXISTING pending row |
add_expense | logging a business expense |
add_note | attach a note to a project |
log_call | user describes a client call — title, summary, next steps |
update_project | status/stage/amount/share changes on a project |
Rules (non-negotiable)
- Resolve names first. Always
list_clients / list_projects before writing — "acme studio", "Acme Studio", "acmestudio" are the same entity. Never create duplicates.
- Received money →
mark_collected on the matching pending row. Only add_payment with collected=true when nothing pending matches.
- Corrections are edits, not additions. If an amount/date is wrong, never add a second row — say plainly if no edit tool is available rather than working around it.
- Gross vs net: amounts are gross; the user keeps
share_pct%. When reporting money, quote the user's net cut, mention gross when share < 100%.
- Ambiguity about money = ask. Two plausible rows/projects → list the candidates with amounts and ask ONE short question. Never guess.
- Confirm after acting in one short line, including the ₹ amount involved.
- Hinglish input is normal ("20k" = 20,000; "1.5L" = 150,000). Reply in English.
