Quick Financial Health Check

It's a Claude skill that connects to your Databox workspace through MCP and turns your QuickBooks data into a monthly financial dashboard for a services firm — P&L comparison, four-week cash flow, AR/AP aging, missing-invoice alerts, and a target scorecard. It leads with your stated biggest concern and shows visible gaps wherever data is missing rather than guessing.

QuickBooks Online, connected as a data source inside your Databox account — the skill reads everything through the Databox MCP and never calls QuickBooks directly. It discovers and confirms your exact metric keys at runtime, so it adapts to your account; anything it can't find is reported as a data gap.

A self-contained, print-friendly HTML dashboard: a Data Source Disclosure Box (every metric pulled, with sync freshness), an optional target scorecard, an executive summary led by your biggest concern, a P&L comparison, a four-week cash flow outlook, AR/AP aging, alerts (missing invoices and material changes), and prioritized next steps. Aggregate AR is reported at the dashboard level, with customer-level detail noted as a limitation.

Yes, ideally — and here's why it matters. Point a generic AI at a raw data export and it has to guess what your numbers mean: which conversions count, how you define an engaged session, what a "normal" week looks like. It fills those gaps with the most plausible interpretation it can find, which is often not the correct one. The skill avoids that by reading your data live from Databox through MCP, where your metrics are already standardized — one consistent definition for sessions, engagement, and conversions across your setup. The AI reads what's actually true for your business instead of inferring it, so the report is one you can trust rather than verify. You can technically run it against data you've pasted in by hand, but you lose that context layer and the output is only as reliable as the export. If you don't have an account or data source connected yet, the skill walks you through the setup.

The skill is free to download. Running it requires the Databox MCP connection, which isn't included on the forever free plan. Every new Databox account starts with a 14-day free trial that includes everything the skill needs — after that, any paid plan covers it, including the Analyst plan.

Yes — every run reads your live data directly from Databox through the MCP connection. The report reflects your current data at the moment you run it, not a cached or uploaded snapshot.

No — there are no CSV exports and no copy-paste. The skill pulls your data straight from Databox through MCP each time it runs, so the report is always built from your live source.

Yes — run it against each client's data connected in Databox, one account at a time, and you get the same structured weekly brief for every client. It's built to give a consistent report you can take to each client review.

Yes. Before it runs, the skill asks a few onboarding questions — what you want to measure, the time frame, and any context that matters for the analysis — so the report is shaped to your goals from the start. After a run, you can give it feedback to adjust focus, sections, or anomaly thresholds, and reinstall the updated version so your changes carry into future runs.