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.
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 |
npm install -g @anthropic-ai/claude-codeThese 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-marketplaceRestart 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 searchgit clone https://github.com/The-Focus-AI/ops-hub-template.git my-ops
cd my-ops
claudeThen 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/, orteam/ - Configure GitHub sync if you have a GitHub org
- Generate your first dashboard
cd my-ops
claudeThen: /daily for your morning briefing, /weekly for end-of-week review.
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
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 |
- 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.
MIT