All answers
Automation & MCP

How can I build a live dashboard that pulls together client data from multiple systems (like Stripe, QuickBooks, and Airtable) into one view for my team?

16:36From the June 10 call · MCP Connectors, Custom Dashboards, and Skill Libraries in Practice

A member demoed a live web dashboard built for a client engagement covering roughly a thousand end customers. For each customer, it pulls data from Stripe, QuickBooks, and Airtable (where contracts live), displaying every transaction affecting the income statement and balance sheet, all invoices with status (clickable through to the actual QuickBooks transaction), recurring transactions/contracts from Airtable, and a chart mapping income over time split by GL account. It also includes an embedded agent panel where the team can type instructions (e.g., 'change all the open invoices to $50') and have changes applied directly. The dashboard was described as not very hard to build but a huge time-saver, since without it any question about a client's status required checking multiple systems separately, taking at least 10 minutes per question. It's used mainly by the member's own team, though some customer-side users also access it.

The full answer is members-only

Membership gets you this answer, the recording, and the rest of the library.

See membership

Already a member? Sign in