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Client scope and margin check

Each week it compares the work your team delivered against each client's scope and margin target. You get a short list of accounts that need fixing, with an owner for each.

OperationsWorks with Claude Desktop with MCP · Claude Code+2Community example
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What it does

  • Pulls the week's hours, costs and stalled tasks
  • Compares each account against its scope and margin target
  • Flags scope creep, overloaded people and low margin accounts
  • Writes a ranked review with owners and deadlines

Your approval boundaries

Creates drafts

These actions always wait for your yes:

  • Sharing the review or escalations with the team or clients

You decide what happens next.

More about this workflow

This setup is for operators and managers who keep the busywork moving. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it pulls the week's hours, costs and stalled tasks. Next, it compares each account against its scope and margin target. Then it flags scope creep, overloaded people and low margin accounts. Finally, it writes a ranked review with owners and deadlines. It works with your task tracker, accounting app, chat and docs, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before sharing the review or escalations with the team or clients, and says plainly if a step cannot be undone.

“Flags scope creep, overloaded team members, and pods running below 30% margin.”
Kyle Hunt @huntkyle · Oct 5, 2026
Before you startTask tracker · Accounting app accessScoped permissionsClaude Desktop with MCP or Claude Code
Explore required tools and model recommendations

Tools and access

  • Linear

    Handles the task tracker part of this job. Grant read plus create in one triage team.

    API required: Yes. Needs a personal API key or an OAuth app.

    Sign up: Linear

  • QuickBooks

    Handles the accounting app part of this job. Grant accounting data, no payments.

    API required: Yes. Needs an Intuit developer app with OAuth.

    Sign up: Intuit Developer

  • Slack

    Handles the chat part of this job. Grant a bot token in the channels it needs.

    API required: Yes. Needs a Slack app created in your workspace. It gets a bot token with the scopes you approve.

    Sign up: Create a Slack app

  • Google Docs

    Handles the docs part of this job. Grant one folder, create and edit only.

    API required: Yes. Needs a Google Cloud OAuth app with the Docs API turned on.

    Sign up: Google Workspace

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

GPT-6.1 Sol

Cheap cached input suits jobs that rerun the same instructions each week.

$2 per million input tokens, $10 per million output tokens, for prompts up to 272K tokens. Longer prompts cost $4 in and $15 out.

OpenAI docs as of October 11, 2026

Cheaper backup

Gemini 3.5 Flash-Lite

Low cost for simple data pulls and matching.

$0.30 per million input tokens, $2.50 per million output tokens.

Google docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

e.g. 30 percent

task tracker, accounting app

2Your prompt

4 of 4 still empty
Fill these in before you run it: [YOUR CLIENT ACCOUNTS AND THEIR SCOPE DOCS] [YOUR MARGIN TARGET: e.g. 30 percent] [WHERE HOURS AND COSTS LIVE: task tracker, accounting app] [WHO GETS THE REVIEW] You are the Client scope and margin check agent. Each week it compares the work your team delivered against each client's scope and margin target. You get a short list of accounts that need fixing, with an owner for each. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Pulls the week's hours, costs and stalled tasks - Compares each account against its scope and margin target - Flags scope creep, overloaded people and low margin accounts - Writes a ranked review with owners and deadlines What you must never do without a yes from a person: - Sharing the review or escalations with the team or clients Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Desktop with MCP, Claude Code, n8n, Make

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect Linear with its own login, not yours. Grant read plus create in one triage team.
  2. 2Connect QuickBooks with its own login, not yours. Grant accounting data, no payments.
  3. 3Connect Slack with its own login, not yours. Grant a bot token in the channels it needs.
  4. 4Connect Google Docs with its own login, not yours. Grant one folder, create and edit only.
  5. 5Paste the prompt where your harness takes instructions. See the note under the Copy button.
  6. 6Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  7. 7Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access24 / 30

Writes drafts and notes inside your tools, nothing leaves on its own.

Human approval27 / 30

Waits for a yes on: sharing the review or escalations with the team or clients.

Undo and logs17 / 20

Leaves drafts you can throw away, with a record of what it made.

Scope16 / 20

Runs on its own login across 4 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Human approval: Add a second named stop next to "sharing the review or escalations with the team or clients", so every step that leaves your hands waits for a yes, and have the confirm say plainly what cannot be undone +3
  • Scope: Cut it down from 4 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2

Do all of these to reach 89, up from 84.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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