Revisor is a local-first Claude Cowork plugin for business diagnostics, forecasts, reports, and weekly briefings across QuickBooks, HubSpot, and Stripe.
v1.0 is the current release in this workspace.
- QuickBooks: setup, health checks, forecasts, snapshots, expense drill-downs, weekly briefings, reports, and what-if scenarios
- HubSpot: setup, pipeline analysis, forecasts, velocity analysis, source analysis, and weekly briefings
- Stripe: setup, MRR analysis, churn analysis, payment-health checks, and weekly briefings
- Cross-source: unified business health, forecasts, reports, customer/account views, and weekly briefings when multiple sources are connected
- Install the plugin in Claude Cowork.
- Connect the sources you actually use.
- Run the matching setup command for each connected source.
| Source | Start here | Then use |
|---|---|---|
| QuickBooks | /revisor:qb-setup |
/revisor:qb-health, /revisor:qb-forecast, /revisor:qb-snapshot, /revisor:qb-expenses, /revisor:qb-weekly, /revisor:qb-report, /revisor:qb-whatif |
| HubSpot | /revisor:hub-setup |
/revisor:hub-pipeline, /revisor:hub-forecast, /revisor:hub-velocity, /revisor:hub-sources, /revisor:hub-weekly |
| Stripe | /revisor:stripe-setup |
/revisor:stripe-mrr, /revisor:stripe-churn, /revisor:stripe-payments, /revisor:stripe-weekly |
If two or more sources are connected, use the business layer:
/revisor:biz-health/revisor:biz-forecast/revisor:biz-report/revisor:biz-customers/revisor:biz-weekly
Revisor stores its own state in the workspace:
.revisor/context.json.revisor/snapshots/.revisor/reports/
These files are meant to be inspectable, editable, and portable with the project.
For scheduled runs, use the matching prompt under scheduled/:
scheduled/qb-weekly.mdscheduled/hub-weekly.mdscheduled/stripe-weekly.mdscheduled/biz-weekly.mdwhen multiple sources are connected
Revisor is local-first:
- durable Revisor state lives in local workspace files
- there is no separate Revisor backend in this repo
- internal report artifacts may contain sensitive values
- shareable report artifacts are intentionally redacted
- connector blind spots are named instead of filled with guesses
Build the package:
./build.shRun local checks:
bash validation/run-local-checks.shFor install and smoke-test steps, see SMOKE_TEST.md. For release notes, see CHANGELOG.md. For deeper manual validation, see validation/README.md.
MIT