Data Sources

Data Sources

Exact mapping from each pulse section to the MCP tool that produces it. Dispatch all calls in a single parallel batch — do not pull serially.

Cash & Finance (QuickBooks)

Metric	Tool	Notes
Cash / bank balance	cash-flow-quickbooks-account	Current balance; show delta vs. prior week if available
MTD revenue	profit-loss-quickbooks-account	Current month vs. prior month
Outstanding receivables	QuickBooks invoice list	Filter to open/unpaid
AR aging	QuickBooks invoice list	Group by days since due: 0–30, 31–60, 61+
Overdue invoices	QuickBooks invoice list	Filter to due_date > 30 days past; name customer + amount + days overdue

QB state handling: if cash-flow-quickbooks-account returns an error, empty response, or "not connected" state, mark the entire Cash section as "n/a — QuickBooks unavailable" and continue. Do not retry.

Revenue & Sales (PayPal / Square / Stripe)

Metric	Tool	Notes
7-day settlement total	PayPal transactions	Sum completed settlements in window
Sales trend	PayPal transactions	This 7 days vs. prior 7 days; compute delta
Failed / pending transactions	PayPal transactions	Flag any > $200
Square settlements	Square (if connected)	Same as PayPal — sum + trend
Stripe revenue	Stripe list_invoices (if connected)	Paid invoices in window

Use whichever payment connectors are available. If both PayPal and Square are connected, report combined and per-source.

Pipeline (HubSpot)

Metric	Tool	Notes
Pipeline by stage	get_crm_objects type=deals	Group by deal stage; sum amount
Deals closed this week	search_crm_objects	Filter closedate in window, stage = closed-won
Deals gone cold	search_crm_objects	Filter hs_last_activity_date > 7 days ago, open stage
New leads this week	search_crm_objects	Filter createdate in window
Stalled/slipped deals	search_crm_objects	Open deals where closedate < today

Commitments (Google Calendar)

Metric	Tool	Notes
This week's key items	list_events	Filter to current week; surface meetings with customers, deadlines, important holds
Next 7 days	list_events	Forward-looking view; highlight anything with external parties

Watch List (Gmail)

Metric	Tool	Notes
Urgent threads	search_threads	Query: is:important OR is:starred in last 7 days
Customer escalations	search_threads	Query: terms like "escalation," "complaint," "cancel," "refund," "urgent" in last 7 days
Time-sensitive requests	search_threads	Query: is:unread + keywords like "deadline," "ASAP," "today"

Gmail fallback: if the Gmail call errors (auth flaky — this is a known issue), skip Watch List silently and add "Gmail unavailable" to the appendix. Do not surface the error in the pulse body.

Internal Signals (Slack / Teams)

Metric	Tool	Notes
Urgent threads	Slack search (if connected)	Threads with @mentions or urgency signals in owner-relevant channels
Action items	Slack search	Messages directed at the owner or tagged for follow-up

Customer Support (Intercom / Zendesk)

Metric	Tool	Notes
Open tickets	Intercom search_conversations / Zendesk	Count open; flag any > 48h unresolved
Escalations	Intercom search_conversations	Filter to priority or tagged escalation

Include only if connector is available; omit section entirely if not.

Risks scan

Run these alongside the metric pulls — don't wait for metrics to finish first.

Risk	Source	Trigger condition
Overdue AR	QuickBooks invoices	due_date > 30 days past, unpaid
Stalled deals	HubSpot	Open deal, no activity 7+ days
Slipped deals	HubSpot	Open deal, closedate in past
Urgent Gmail threads	Gmail	is:important or escalation keywords
Failed payments	PayPal / Square	Failed or pending > $200

Parallelization

All of the above should fire in a single tool-call batch. A complete pulse is typically 8–15 parallel calls. If one errors, the rest proceed normally and the failed source appears in "Sources unavailable" at the bottom of the pulse.