quarterly-review

Run the quarterly business review. Pull financial, sales, and customer data for the quarter, synthesize it into a narrative, and produce a presentation-ready document. Parse arguments: --quarter (default: previous calendar quarter) — format YYYY-QN (e.g., 2026-Q1 ) --save-to (default: files ) — files (Google Drive / OneDrive), desktop , or both Step 1 — Financial performance Using the business-pulse skill in deep mode: Pull QuickBooks P&L for the quarter: revenue, COGS, gross margin, operating expenses, net margin. Compare to prior quarter and same quarter last year (if available). Pull PayPal settlements for the same period to validate QB revenue. Calculate: revenue growth %, margin change in points, top 3 revenue categories. Step 2 — Customer health Show more Installs 557 Repository anthropics/know…-plugins GitHub Stars 21.7K First Seen May 13, 2026 Security Audits Gen Agent Trust Hub Pass Socket Warn Snyk Pass