senior-helpers-agent

# Senior Helpers Agent > Turn Claude into an operational partner for your Senior Helpers home care franchise. ## What This Does Gives Claude access to your business systems so it can handle real operational work: - **Google Workspace** — Read/write Drive files, Sheets, Gmail, Calendar - **Outlook** — Email and calendar via Microsoft 365 - **QuickBooks Online** — Invoicing, payments, reconciliation, reports - **WellSky** — Scheduling, client lookup, EVV, reports (via browser automation) Plus 4 specialized agents and 7 domain-specific skills for home care operations. ## Architecture ``` senior-helpers-agent/ ├── config/ │ └── claude_desktop_config.json ← MCP server configuration ├── mcp-servers/ │ └── wellsky-browser/ │ ├── server.py ← WellSky browser automation MCP │ └── requirements.txt ├── agents/ │ ├── recruiting-agent.md ← Hiring pipeline agent │ ├── scheduling-agent.md ← Shift management agent │ ├── billing-agent.md ← Invoicing & QBO agent │ └── compliance-agent.md ← Credentials & audit agent ├── skills/ │ ├── caregiver-recruiting.md ← Full recruiting workflow │ ├── client-intake.md ← New client onboarding │ ├── scheduling-exceptions.md ← Call-outs & coverage │ ├── wellsky-workflows.md ← WellSky operations guide │ ├── billing-qbo-reconciliation.md ← Weekly billing cycle │ ├── compliance-tracking.md ← Credential & audit tracking │ └── franchisor-reporting.md ← Monthly franchise reports ├── knowledge/ │ ├── MASTER_INDEX.md ← Claude reads this first │ └── knowledge-base-architecture.md ← Drive folder taxonomy ├── docs/ │ ├── SETUP.md ← Full setup instructions │ └── DAILY_RUNBOOK.md ← Day-to-day operations guide ├── .env.example ← API key template ├── setup.sh ← Automated setup script └── README.md ← This file ``` ## Quick Setup ```bash # 1. Clone/download this repo # 2. Run setup cp .env.example .env # Edit .env with your API keys ./setup.sh # 3. Copy config to Claude Desktop # macOS: cp config/claude_desktop_config.json ~/Library/Application\ Support/Claude/ # 4. Fill in knowledge/MASTER_INDEX.md with your franchise info # 5. Restart Claude Desktop ``` See [docs/SETUP.md](docs/SETUP.md) for detailed instructions. ## Agents | Agent | Role | Key Tools | |-------|------|-----------| | **Recruiting** | Applicant pipeline, interviews, onboarding | Gmail, Sheets, Calendar, Drive | | **Scheduling** | Shifts, call-outs, coverage, EVV | WellSky, Calendar, Gmail | | **Billing** | Invoicing, QBO reconciliation, AR | QBO, WellSky, Sheets | | **Compliance** | Credentials, audits, incidents, franchisor | Sheets, Calendar, Drive | ## Skills | Skill | What It Does | |-------|-------------| | **Caregiver Recruiting** | Post jobs → screen → interview → onboarding → Day 1 | | **Client Intake** | Inquiry → assessment → docs → WellSky setup → first visit | | **Scheduling Exceptions** | Call-outs, hospitalizations, no-shows, weather | | **WellSky Workflows** | Daily schedule check, EVV audit, census, billing extraction | | **Billing & QBO** | Weekly cycle: extract hours → invoice → reconcile → AR | | **Compliance Tracking** | Credential monitoring, incident reports, mock audits | | **Franchisor Reporting** | Monthly census, revenue, QA reports | ## MCP Servers | Server | Source | Connects To | |--------|--------|-------------| | **google-workspace** | [j3k0/mcp-google-workspace](https://github.com/j3k0/mcp-google-workspace) | Gmail + Google Calendar, multi-account | | **google-drive** | [Official MCP server](https://github.com/modelcontextprotocol/servers-archived/tree/main/src/gdrive) | Google Drive file access | | **microsoft-365** | [ryaker/outlook-mcp](https://github.com/ryaker/outlook-mcp) | Outlook + Calendar + OneDrive + Power Automate | | **quickbooks-online** | [intuit/quickbooks-online-mcp-server](https://github.com/intuit/quickbooks-online-mcp-server) | QBO — 144 tools, 29 entities, 11 reports | | **wellsky-browser** | Custom (included) | WellSky Personal Care via Playwright | | **filesystem** | [Official MCP server](https://github.com/modelcontextprotocol/servers) | Local knowledge/ folder | > **Note:** The Microsoft MCP server has a lighter alternative: [elyxlz/microsoft-mcp](https://github.com/elyxlz/microsoft-mcp) (Python, multi-account, Outlook + Calendar + OneDrive + Contacts). ## Security - All credentials stored in `.env` (never committed to git) - MCP servers run locally — no third-party relay - WellSky access via browser automation with headless mode - Claude always asks for confirmation before sending emails or making changes ## Requirements - Claude Desktop or Claude Code - Python 3.10+ - Node.js 18+ - Google Workspace account - Microsoft 365 account (for Outlook) - QuickBooks Online account - WellSky Personal Care account