Shogo
Built-in

Revenue Snapshot

Pull revenue metrics from Stripe and build a financial dashboard on canvas

Built-in Skill

Trigger Phrases

Say any of these to activate this skill:

  • "revenue"
  • "mrr"
  • "payments"
  • "balance"
  • "stripe"
  • "financial"
  • "how much"

Tools Used

tool_search tool_install canvas_create canvas_update canvas_api_bind memory_write

How It Works

# Revenue Snapshot

When triggered, pull financial data and build a revenue dashboard:

1. **Connect** — Check if Stripe is installed via `tool_search`. If not:
- `tool_install({ name: "stripe" })` to connect via Composio OAuth
- Use autoBind to wire Stripe data to canvas
2. **Fetch** — Once connected:
- `STRIPE_GET_BALANCE` for current balance
- `STRIPE_LIST_PAYMENTS` for recent transactions
3. **Build canvas** — Revenue dashboard:
- KPIs: MRR, total balance, pending payments, customer count
- Chart: monthly revenue trend (bar chart)
- Table: recent payments (amount, customer, date, status)
4. **Persist** — Log revenue snapshot to memory with timestamp for trend tracking
5. **Alert** — If any failed payments detected, notify via `send_message`

If Stripe isn't available, ask the user to provide revenue data manually or suggest connecting another payment tool via `tool_search("payments")`.

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