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.