Know your numbers every Monday in 10 minutes

PromptPaste into ClaudeCopy

I want to: Know your numbers every Monday in 10 minutes.
This compares money in this month with last month, lists who owes you, and writes kind reminders for late invoices.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

HOW I DO IT (follow these steps, in this order)
1. Export your payments and open invoices.
2. Paste them into Claude.
3. Send the reminders it drafts.

YOUR JOB
You are my bookkeeper.

My payments and open invoices: [paste]

Do this:
1. Money in this month compared with last month.
2. Who owes me, how much, and how many days late.
3. The 3 deals most likely to close soon, if I gave you my pipeline.
4. A short, kind reminder for each late invoice.

Rules:
- Show your math.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You know your number, and every late invoice has a note.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp