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Uhuru AI

Anthropic

Small Business Plugin Guide

UHURU AI
AI-Powered Business Automation

Skill:
cash-flow-snapshot

Input

What it pulls

  • qb QuickBooksBooks, invoices and bills - the core ledger.
  • PP PayPalPayments and payouts as a live cash signal.
  • SquarePOS takings folded in as a secondary feed.
Skill

What it does

  • Project forwardModels cash 30, 60 and 90 days out.
  • Flag the risksNames the weeks where cash runs tight.
  • Show the rangeConfidence bands around each figure.
Output

What you get

  • Forecast chartThe cash curve with confidence bands.
  • Risk flagsThe exact weeks to watch, called out.
  • XLSX exportThe full model to share or tweak.

Skill:
invoice-chase

Input

What it pulls

  • qb QuickBooksAR aging report plus 12 months of payment history.
  • PP PayPalRecent settlements, so anyone who just paid is skipped.
  • S StripeOptional - folds Stripe overdue invoices into the sweep.
Skill

What it does

  • Score each customerRanks them good, occasional, or repeat-late.
  • Match the toneGentle, neutral or firm copy to fit the score.
  • Hold for approvalDrafts everything; sends nothing until you say go.
Output

What you get

  • Tone-matched remindersOne consolidated email per customer.
  • Approval summary tableCustomer, amount, days late and channel.
  • Sent or queuedPayPal sends directly; the rest are drafts.

Skill:
margin-analyzer

Input

What it pulls

  • qb QuickBooksRevenue and cost of goods by product line.
  • PP PayPalPayment fees netted against each sale.
  • CSV uploadOr drop a cost file to analyse offline.
Skill

What it does

  • Crunch unit economicsMargin for every product or service.
  • Benchmark itAgainst inflation and your sector.
  • Model pricingThree what-if price scenarios.
Output

What you get

  • Margin tableEvery product ranked by profit.
  • Pricing scenariosThree options with the upside shown.
  • Plain recommendationWhat to raise, drop or hold.

Skill:
month-end-prep

Input

What it pulls

  • qb QuickBooksThe books to reconcile and the P&L base.
  • PP PayPalProcessor payouts matched to the ledger.
  • S StripeStripe settlements checked for the same gaps.
Skill

What it does

  • ReconcileBooks matched against every processor.
  • Flag gapsMissing or mismatched entries surfaced.
  • Write the P&LA plain narrative of the month.
Output

What you get

  • ReconciliationMatches and gaps, line by line.
  • P&L narrativeWhy revenue moved, in words.
  • Close packetEverything exported, ready to file.

Skill:
tax-season-organizer

Input

What it pulls

  • qb QuickBooksIncome and expenses for the tax period.
  • PP PayPalProcessor income rolled into the totals.
  • S StripeStripe payouts added for a full picture.
Skill

What it does

  • CalculateQuarterly estimate or 1099 totals.
  • Sort payees1099-NEC contractors identified.
  • PackageA clean handoff for your accountant.
Output

What you get

  • Tax summaryEstimates or 1099 figures.
  • 1099 listEvery contractor and amount.
  • Accountant packetAll docs in one bundle.

Skill:
plan-payroll

Input

What it pulls

  • qb QuickBooksBooks, bills and the wage run ahead.
  • PP PayPalIncoming payments counted toward cash.
  • MailWhere invoice reminders get queued.
Skill

What it does

  • Forecast cashCan the wage run be met.
  • Chase what is owedOverdue invoices scored and drafted.
  • Hold to sendReminders wait for your approval.
Output

What you get

  • Cash verdictPayroll covered - yes or no.
  • Chase draftsReminders ready to fire.
  • Collection planWhat to collect, and by when.

Skill:
month-heads-up

Input

What it pulls

  • qb QuickBooksBooks, receivables and upcoming bills.
  • PP PayPalPayments as a live inflow signal.
  • Time windowThe 30, 60 or 90-day horizon you pick.
Skill

What it does

  • Look 30 days outCash mapped week by week.
  • Spot the dipsRisk weeks flagged early.
  • Show the rangeBest and worst case shown.
Output

What you get

  • 30-day outlookThe cash curve ahead.
  • Early warningsTight weeks called out.
  • Plain readoutWhat it means, simply.

Skill:
close-month

Input

What it pulls

  • qb QuickBooksThe month of books to reconcile.
  • PP PayPalProcessor payouts to match.
  • SquarePOS takings checked against the till.
Skill

What it does

  • ReconcileBooks versus every processor.
  • Flag gapsMismatches surfaced for review.
  • Write the P&LThe month explained in words.
Output

What you get

  • ReconciliationMatched and flagged, line by line.
  • P&L narrativeThe month, told plainly.
  • Close packetExported and ready.

Skill:
price-check

Input

What it pulls

  • qb QuickBooksRevenue and cost per product.
  • PP PayPalFees netted from each sale.
  • Scenario inputsThe percentage moves you want to test.
Skill

What it does

  • Map marginsProfit per product line.
  • Model pricesThree scenarios run side by side.
  • Sense-checkAgainst sector benchmarks.
Output

What you get

  • Margin tableRanked by profit.
  • Three scenariosEach with the upside.
  • RecommendationRaise, hold or drop.

Skill:
tax-prep

Input

What it pulls

  • qb QuickBooksIncome and expenses for the period.
  • PP PayPalProcessor income added in.
  • S StripeStripe payouts included.
Skill

What it does

  • Tally itIncome and expenses summed.
  • Sort 1099sContractors identified.
  • PackageReady for the accountant.
Output

What you get

  • Tax materialsEstimates or 1099s.
  • 1099 listPayees and amounts.
  • Handoff bundleAll in one place.

Skill:
lead-triage

Input

What it pulls

  • hs HubSpotCRM leads with engagement and stage.
  • GmailEmail replies that signal who is warm.
  • 31 Google CalendarOpen slots to block the calls.
Skill

What it does

  • Score leadsBy engagement, fit and urgency.
  • Rank themTop 5 surfaced for today.
  • Prep talking pointsA line of context for each call.
Output

What you get

  • Call listYour top 5, ranked.
  • Talking pointsWhy to call and what to say.
  • Calendar blocksSlots booked to make them.

Skill:
content-strategy

Input

What it pulls

  • qb QuickBooksSales data - what is selling, what stalls.
  • PP PayPalOr PayPal sales if that is where you bill.
  • SquarePOS product mix from the shop floor.
Skill

What it does

  • Read the salesTop performers and slow movers.
  • Pick the angleWhat is worth promoting now.
  • Plan 30 daysA prioritised content brief.
Output

What you get

  • Seller breakdownTop and bottom, ranked.
  • Content briefWhat to post and why.
  • 30-day planSlotted across the month.

Skill:
canva-creator

Input

What it pulls

  • C CanvaBrand kit, templates and asset generation.
  • hs HubSpotWhere the finished posts get staged.
  • Content briefThe plan from the strategy step.
Skill

What it does

  • Build the calendarA posting schedule mapped out.
  • Write the copyCaptions for every slot.
  • Generate assetsOn-brand visuals in Canva.
Output

What you get

  • Posting calendarEvery slot with a date.
  • Caption copyReady-to-paste post text.
  • Staged in HubSpotQueued and ready to send.

Skill:
call-list

Input

What it pulls

  • hs HubSpotLeads with engagement and stage.
  • GmailRecent replies showing who is warm.
  • 31 Google CalendarFree slots to book the calls.
Skill

What it does

  • Score leadsEngagement and fit weighed.
  • Pick the 5Today’s hottest surfaced.
  • Prep linesWhat to say on each.
Output

What you get

  • Top 5Ranked for today.
  • Talking pointsOne brief per lead.
  • Blocks bookedSlots set to call.

Skill:
run-campaign

Input

What it pulls

  • hs HubSpotAudience and the send list.
  • C CanvaBrand assets generated on the fly.
  • qb QuickBooksSales data to pick what to push.
Skill

What it does

  • Read salesWhat is worth pushing.
  • Brief and writeA plan plus captions.
  • Make and stageCanva assets, HubSpot-ready.
Output

What you get

  • Campaign briefThe angle and the plan.
  • Asset setPosts built in Canva.
  • Staged to sendQueued in HubSpot.

Skill:
sales-brief

Input

What it pulls

  • qb QuickBooksSales by product - top and bottom.
  • PP PayPalOr PayPal sales if you bill there.
  • hs HubSpotThe audience the brief targets.
Skill

What it does

  • Read the dataTop and bottom sellers.
  • Pick promosWhat to push, what to drop.
  • Plan 2 weeksA short content brief.
Output

What you get

  • Seller listBest and worst.
  • 2-week briefWhat to post.
  • Promo picksThe clear winners.

Skill:
customer-pulse

Input

What it pulls

  • PP PayPalDisputes and refund signals.
  • hs HubSpotSupport tickets and contact history.
  • GmailInbox sentiment from customer threads.
Skill

What it does

  • Pull it togetherTickets, disputes, reviews, email.
  • Find the themesWhat keeps coming up.
  • Name 3 actionsThe fixes worth doing now.
Output

What you get

  • Themes reportWhat customers keep saying.
  • Sentiment readWhere feeling is trending.
  • Do-these-threeThis week’s priority fixes.

Skill:
ticket-deflector

Input

What it pulls

  • PP PayPalOrder and refund status to answer with.
  • hs HubSpotTicket and customer context.
  • The ticketThe incoming email or message itself.
Skill

What it does

  • Read the ticketPulls the order and status.
  • Draft the replyTone-matched to the issue.
  • Gate refundsIssued only with your OK.
Output

What you get

  • Drafted replyReady to send, in your voice.
  • Context pulledOrder, refund and history.
  • Refund queuedHeld until you approve.

Skill:
crm-maintenance

Input

What it pulls

  • hs HubSpotContacts, deals and activity to tidy.
  • GmailEmail threads to log against records.
  • 31 Google CalendarMeetings logged back onto deals.
Skill

What it does

  • Update recordsContacts and deals kept current.
  • Log activityCalls and emails attached.
  • Flag staleDeals gone quiet surfaced.
Output

What you get

  • Clean recordsFields filled, duplicates merged.
  • Activity logCalls and notes recorded.
  • Stale listDeals to chase or close.

Skill:
contract-review

Input

What it pulls

  • File uploadThe contract you drop in - PDF or DOCX.
  • DS DocuSignOr pull it from a pending envelope.
  • GmailOr grab the draft from your inbox.
Skill

What it does

  • Read it closelyClause by clause, in plain words.
  • Flag the risksEach rated by severity.
  • Mark it upA redline you can act on.
Output

What you get

  • Plain summaryWhat you are signing, simply.
  • Risk flagsHigh, medium, low - ranked.
  • Redline DOCXMarked up and ready.

Skill:
customer-pulse-check

Input

What it pulls

  • PP PayPalDisputes and refunds.
  • hs HubSpotTickets and feedback.
  • GmailEmail sentiment from threads.
Skill

What it does

  • Gather feedbackTickets, disputes, reviews.
  • Theme itWhat is recurring.
  • Draft repliesA template per theme.
Output

What you get

  • ThemesWhat people are saying.
  • Reply templatesReady to send.
  • Watch itemsIssues that are rising.

Skill:
handle-complaint

Input

What it pulls

  • Pasted textThe angry message you paste in.
  • GmailOr the email pulled from your inbox.
  • PP PayPalOrder and refund status for context.
Skill

What it does

  • Pull contextOrder, history and status.
  • Draft the replyCalm and on-tone.
  • Suggest a fixThe operational root cause.
Output

What you get

  • Response draftReady to send.
  • Context packWhat happened, clearly.
  • Fix ideaHow to stop it recurring.

Skill:
crm-cleanup

Input

What it pulls

  • hs HubSpotAll your deals, contacts and fields.
  • Age thresholdWhat counts as a stale deal.
  • RulesFor duplicates and missing fields.
Skill

What it does

  • Scan the CRMStale, duplicates and gaps.
  • Flag issuesWhat needs a fix.
  • Fix on approvalOnly what you OK.
Output

What you get

  • Stale dealsGone quiet, listed.
  • DuplicatesMerged on your say.
  • Filled fieldsGaps closed.

Skill:
review-contract

Input

What it pulls

  • File uploadThe contract you upload.
  • DS DocuSignOr a pending DocuSign envelope.
  • GmailOr the draft from your inbox.
Skill

What it does

  • Read itClause by clause.
  • Rate risksBy severity.
  • RedlineMarked for action.
Output

What you get

  • Plain summaryWhat you are signing.
  • Risk flagsRanked high to low.
  • RedlineThe marked-up doc.

Skill:
job-post-builder

Input

What it pulls

  • Your briefRole, level and must-haves you describe.
  • Old postOr an existing job post to refresh.
  • Team contextWho the hire will work with.
Skill

What it does

  • Write the postRole, must-haves and the sell.
  • Build the interviewQuestions plus a scoring rubric.
  • Draft the offerA letter template ready.
Output

What you get

  • Job postPolished and ready to publish.
  • Interview kitGuide plus scoring rubric.
  • Offer letterTemplated for the hire.

Skill:
business-pulse

Input

What it pulls

  • qb QuickBooksCash position and recent P&L.
  • hs HubSpotPipeline and deal momentum.
  • 31 Google CalendarThe day’s commitments and meetings.
Skill

What it does

  • Pull it inCash, sales, pipeline and diary.
  • Read the stateWhat changed since last.
  • Name the one thingToday’s most important move.
Output

What you get

  • One-page snapshotThe whole business at a glance.
  • Watch-listWhat needs an eye.
  • The one thingYour single priority today.

Skill:
monday-brief

Input

What it pulls

  • qb QuickBooksCash and recent numbers.
  • hs HubSpotPipeline and the week’s deals.
  • 31 Google CalendarWhat is on this week.
Skill

What it does

  • Pull it inCash, sales, pipeline, diary.
  • Read the weekWhat is ahead.
  • Set the threeTop to-dos for the week.
Output

What you get

  • Monday briefThe week at a glance.
  • Week aheadCommitments mapped.
  • Top 3Your focus.

Skill:
friday-brief

Input

What it pulls

  • PP PayPalThis week’s revenue versus last.
  • hs HubSpotDeals moved and wins logged.
  • # SlackWhere the recap gets posted.
Skill

What it does

  • CompareRevenue versus last week.
  • Find winsWhat went well.
  • Flag watchWhat to keep an eye on.
Output

What you get

  • Week’s numbersThis week versus last.
  • WinsLogged for the record.
  • Watch-listCarried into next week.

Skill:
quarterly-review

Input

What it pulls

  • qb QuickBooksThe quarter’s full financials.
  • PP PayPalProcessor revenue rolled in.
  • hs HubSpotCustomer health and pipeline.
Skill

What it does

  • Pull the quarterRevenue, margin and health.
  • Read trendsOpportunities and risks.
  • Write the QBRA board-ready narrative.
Output

What you get

  • QBR narrativeThe quarter, told.
  • The numbersRevenue and margin.
  • Risks and betsWhat comes next.

Skill:
smb-onboard

Input

What it pulls

  • Your businessWhat you do and what you sell.
  • Your toolsThe connectors you choose to link.
  • CadenceHow often you want a check-in.
Skill

What it does

  • Connect toolsThe ones you actually use.
  • Run a demoA recipe on your own data.
  • Capture contextYour business, saved for later.
Output

What you get

  • Tools linkedConnected and tested.
  • Business profileYour context, on file.
  • Check-in setA weekly cadence.

Skill:
smb-router

Input

What it pulls

  • Plain EnglishA request like "cash is tight".
  • A worrySomething like "a customer is angry".
  • Or a fileA doc you drop in to act on.
Skill

What it does

  • Read intentWhat you actually need.
  • Pick the pathThe right one of 31.
  • Walk you throughStep by step, with checks.
Output

What you get

  • Right workflowMatched to your ask.
  • Guided stepsNothing to memorise.
  • CheckpointsYou approve each move.
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