Claude MCP / AI Automation Developer – Small Business Operations

AI BUSINESS ASSISTANT – PROJECT BRIEF

I run two businesses: a roofing business (Quality Covered Roofing/QCR) and an Airbnb/property management business (Lifestyle Keeper).

I want to build an AI-powered system using Claude as the main assistant, connected to the different apps and software I use.

The goal is for Claude to act almost like an AI office manager / operations assistant, handling as much of the day-to-day administration as possible while I focus on roofing work, getting new customers and growing the businesses.

WHAT I WANT THE SYSTEM TO DO

I want to be able to speak or type naturally to Claude and ask things such as:

* “What do I need to get done today?”
* “Follow up all roofing quotes that haven’t been accepted.”
* “Create a job for this customer.”
* “Draft a quote from these photos and notes.”
* “What’s happening with the Airbnbs this week?”
* “Reply to this guest.”
* “Tell the cleaner about tomorrow’s checkout.”
* “Show me which invoices haven’t been paid.”
* “How much did QCR make this month?”
* “How are the Airbnbs performing?”
* “Remind me about anything I’ve forgotten.”

Claude should be able to find the relevant information across my systems and, where appropriate, perform the task for me.

QCR – ROOFING BUSINESS

I want AI to help manage the entire administrative side of QCR.

Leads & Customers

* Capture new enquiries.
* Read website/email enquiries.
* Create customers and jobs.
* Draft first-contact messages.
* Follow up leads automatically.
* Keep track of customers I haven’t responded to.
* Remind me to call customers when required.

Quotes

I want to give Claude photos, measurements and voice/text notes from a roof inspection.

Claude should then help:

* Write the Scope of Works.
* Build material lists.
* Estimate labour.
* Use my existing pricing/rates.
* Create professional quotes.
* Save/send quotes through the appropriate system.
* Track whether quotes have been accepted.
* Follow up outstanding quotes.

Over time, I want the AI to understand how I normally price roofing work.

Jobs

* Create jobs.
* Schedule jobs.
* Add customer/job notes.
* Organise photos and documents.
* Create material/order lists.
* Create job checklists.
* Remind me about upcoming work.
* Keep track of jobs waiting on materials, customers or subcontractors.

Invoicing & Accounts

* Generate invoices once jobs are completed.
* Track unpaid invoices.
* Draft payment reminders.
* Identify overdue accounts.
* Categorise receipts/expenses where possible.
* Provide simple weekly/monthly financial summaries.

Anything involving payments, bank transfers, major refunds or important financial decisions should require my approval.

LIFESTYLE KEEPER – AIRBNB BUSINESS

I want AI to act like an Airbnb/property operations assistant.

Guests

* Help manage guest messages.
* Draft responses to questions and complaints.
* Provide check-in/check-out information.
* Answer common property questions.
* Identify urgent problems.
* Escalate unusual situations to me.

Bookings

* Track upcoming bookings.
* Show arrivals and departures.
* Identify booking gaps.
* Keep property calendars organised.
* Give me a daily/weekly overview of what’s happening.

Cleaning

* Notify/coordinate cleaners about turnovers.
* Provide cleaning schedules.
* Identify same-day turnovers.
* Confirm cleans have been completed.
* Flag cleaning problems.

Maintenance

If a guest reports a problem:

* Record the issue.
* Determine which property it relates to.
* Create a maintenance task.
* Contact or prepare a message for the appropriate contractor.
* Track whether the issue has been resolved.

Property Performance

I want to be able to ask:

* Revenue per property.
* Expenses per property.
* Profit per property.
* Occupancy.
* Average nightly rate.
* Upcoming revenue.
* Outstanding bills.
* Cleaning costs.
* Maintenance costs.

I would also like automatic weekly and monthly business summaries.

EMAIL, CALENDAR & DOCUMENTS

I want Claude connected to my business email, calendars and document storage.

It should be able to:

* Search emails.
* Summarise important emails.
* Draft responses.
* Send approved emails.
* Identify emails I haven’t replied to.
* Create calendar events.
* Tell me what’s happening each day.
* Find invoices, quotes, receipts and documents.
* Organise business information.

DAILY AI ASSISTANT

Ultimately, I’d like to open Claude in the morning and ask:

“What’s happening today?”

And receive one simple dashboard covering:

QCR
Jobs today
Quotes needing attention
New leads
Customers needing follow-up
Outstanding invoices
Materials/tasks required

Lifestyle Keeper
Check-ins
Check-outs
Cleaning
Guest issues
Maintenance
Upcoming bookings
Property performance

Personal/Admin
Important emails
Calendar
Tasks
Deadlines

AUTOMATION

I don’t want everything to require me to manually ask Claude.

Certain workflows should happen automatically.

Examples:

New roofing lead → create lead → draft response → remind me if they don’t respond.

Quote sent → follow up after a set period if it hasn’t been accepted.

Job completed → prepare invoice → send once approved.

Invoice overdue → prepare/send payment reminder.

Airbnb checkout → cleaner notified → clean confirmed → property ready for next guest.

Guest reports maintenance → create maintenance task → notify relevant person → track until resolved.

Every morning → produce daily business briefing.

Every week → produce QCR + Lifestyle Keeper performance report.

AI MEMORY / BUSINESS KNOWLEDGE

I want the AI to gradually have access to a structured knowledge base containing things such as:

* My roofing pricing.
* Labour rates.
* Material pricing.
* Suppliers.
* Quote templates.
* Scope-of-work templates.
* Customer information.
* Previous jobs.
* Property information.
* Airbnb instructions.
* Cleaner information.
* Contractor information.
* Business procedures.

The goal is that I don’t have to repeatedly explain how my businesses operate.

SECURITY & APPROVALS

I want different permission levels.

Low-risk tasks can happen automatically.

Important actions should ask for my approval first.

For example, AI should not autonomously:

* Transfer money.
* Access banking beyond approved/read-only information.
* Issue large refunds.
* Make major purchases.
* Sign contracts.
* Change important financial/account settings.
* Send sensitive or unusual communications without approval.

END GOAL

I don’t just want a chatbot connected to a few apps.

I want to create an AI operating system for my businesses.

Claude should become the central place where I can manage QCR and Lifestyle Keeper.

I want to reduce the amount of time I spend on emails, quoting, scheduling, follow-ups, invoicing, guest communication, cleaners, paperwork and general administration.

My long-term goal is to automate as much of the repetitive business administration as safely possible, while keeping me in control of important decisions.