Revenue Snapshot Skill

Trigger Phrases

Say any of these to activate this skill:

"revenue" "mrr" "payments" "balance" "stripe" "financial" "how much"

tool_search tool_install canvas_create canvas_update canvas_api_bind memory_write

When triggered, pull financial data and build a revenue dashboard:

1. Connect — Check if Stripe is installed via `tool_search`. If not:

• `tool_install({ name: "stripe" })` to connect via Composio OAuth

• Use autoBind to wire Stripe data to canvas

2. Fetch — Once connected:

• `STRIPE_GET_BALANCE` for current balance

• `STRIPE_LIST_PAYMENTS` for recent transactions

3. Build canvas — Revenue dashboard:

• KPIs: MRR, total balance, pending payments, customer count

• Chart: monthly revenue trend (bar chart)

• Table: recent payments (amount, customer, date, status)

4. Persist — Log revenue snapshot to memory with timestamp for trend tracking

5. Alert — If any failed payments detected, notify via `send_message`

If Stripe isn't available, ask the user to provide revenue data manually or suggest connecting another payment tool via `tool_search("payments")`.