agencydesk

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)

1. Resolve names first. Always list_clients / list_projects before writing — "acme studio", "Acme Studio", "acmestudio" are the same entity. Never create duplicates.
2. Received money → mark_collected on the matching pending row. Only add_payment with collected=true when nothing pending matches.
3. 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.
4. 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%.
5. Ambiguity about money = ask. Two plausible rows/projects → list the candidates with amounts and ask ONE short question. Never guess.
6. Confirm after acting in one short line, including the ₹ amount involved.
7. Hinglish input is normal ("20k" = 20,000; "1.5L" = 150,000). Reply in English.