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AI-powered operations hub for consulting firms and agencies. Track clients, invoices, tasks, sales, hiring, and finances — all from markdown files managed by Claude Code.

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Ops Hub

An AI-powered operations hub for consulting firms and agencies. Track clients, invoices, tasks, sales pipeline, hiring, and finances — all from markdown files managed by Claude Code.

What It Does

You manage your business in plain markdown files. Claude Code reads them, understands the context, and gives you a daily briefing, weekly review, auto-generated client status emails, and a live dashboard — all from a conversation in your terminal.

Built-in commands:

Command What it does
/setup Interactive setup wizard — configure your company, connect integrations, import existing data
/daily Morning briefing — surfaces priorities, outstanding invoices, what's stuck
/weekly End-of-week review — what happened, what didn't, plan next week
/sync Pull in GitHub activity, meeting notes, newsletter stats
/client-update Generate branded status emails for clients (draft only, never auto-sends)
/push Auto-commit and push with a generated commit message

Drop-in document processing:

Put PDFs in these folders and Claude will extract and organize the data:

Folder What to drop in
invoices/ Invoice PDFs — extracted into invoices.md and finances/revenue.md
scopes/ Scope documents, SOWs, proposals — extracted into client project files
team/ Contracts, agreements — extracted into team records

Getting Started

1. Install Claude Code

npm install -g @anthropic-ai/claude-code

2. Add the Focus Marketplace plugins

These plugins give Claude access to Gmail, Google Calendar, meeting notes, and more.

# Add the marketplace (one time)
claude plugin marketplace add The-Focus-AI/claude-marketplace

Restart Claude Code, then install the plugins you want:

# Recommended — Gmail and Google Calendar for email/calendar sync
claude plugin install google-skill@focus-marketplace

# Optional — pick what you use
claude plugin install granola-skill@focus-marketplace        # Meeting notes (Granola)
claude plugin install buttondown-skill@focus-marketplace     # Newsletter (Buttondown)
claude plugin install chrome-driver@focus-marketplace        # Browser automation
claude plugin install nano-banana@focus-marketplace          # Image generation (Gemini)
claude plugin install embeddings-search-skill@focus-marketplace  # Semantic document search

3. Clone and run setup

git clone https://github.com/The-Focus-AI/ops-hub-template.git my-ops
cd my-ops
claude

Then run:

/setup

The setup wizard will:

  • Ask your company name, team, and tech stack
  • Offer to connect Gmail and Google Calendar
  • Pull in recent emails and calendar events to seed your task list
  • Ask about your clients — who they are, where to find info
  • Process any PDFs you've dropped into invoices/, scopes/, or team/
  • Configure GitHub sync if you have a GitHub org
  • Generate your first dashboard

4. Daily usage

cd my-ops
claude

Then: /daily for your morning briefing, /weekly for end-of-week review.

How It Works

Everything lives in markdown files that Claude reads and writes:

my-ops/
├── CLAUDE.md              # Company context — Claude reads this first
├── README.md              # Live dashboard — auto-updated by /daily and /weekly
├── tasks.md               # Task backlog
├── invoices.md            # Invoice tracker ([x] paid, [ ] outstanding)
├── sales.md               # Sales pipeline (hot/active/prospecting)
├── content.md             # Newsletter and content tracking
├── projects/
│   ├── clients/           # One folder per client (overview, weekly reports, meetings)
│   ├── internal/          # Internal projects
│   ├── labs/              # Research and experiments
│   └── product/           # Product development
├── finances/
│   ├── revenue.md         # Revenue log
│   ├── expenses.md        # Expense tracking by category
│   ├── contractors.md     # Contractor rates and hours
│   └── subscriptions.md   # Recurring costs (KEEP/CANCEL/INVESTIGATE)
├── hiring/                # Job postings, applications, interview notes
├── sales/meetings/        # Sales call transcripts
├── team/                  # Contracts and HR docs
├── invoices/              # PDF invoice archive (drop files here)
├── scopes/                # PDF scopes and proposals (drop files here)
└── .claude/commands/      # The slash commands that power everything

Integrations

All integrations are optional. The hub works with just markdown files and git.

Integration Plugin What it enables
Gmail & Calendar google-skill /setup imports emails and events; /client-update creates draft emails
Google Sheets google-skill Financial dashboards, project tracking
Google Docs google-skill Read and create documents
Meeting notes granola-skill Auto-import meeting transcripts to client folders
Newsletter buttondown-skill Track subscribers, create drafts, pull stats
GitHub gh CLI (built-in) /sync pulls commit activity into weekly reports
Browser chrome-driver Screenshots, web scraping, form filling
Image generation nano-banana Weekly status infographics
Document search embeddings-search-skill Semantic search across all your docs

Philosophy

  • Markdown over databases — Everything is a text file. Diff it, grep it, version it.
  • AI-first — Designed to be read and maintained by Claude, not a web UI.
  • Convention over configuration — File naming patterns and folder structure are the schema.
  • Draft-only — Nothing sends automatically. Claude creates drafts for you to review.
  • Progressive disclosure — Start with just tasks and invoices. Add integrations as you need them.

License

MIT

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AI-powered operations hub for consulting firms and agencies. Track clients, invoices, tasks, sales, hiring, and finances — all from markdown files managed by Claude Code.

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