Hawk Core Plugin for Claude Desktop

Connect your Hawk account to Claude Desktop. Run your QuickBooks-backed business — invoices, customers, employees, payables, time, products, financials, and recurring agent runs — directly from a Claude conversation.

What you can do

• Invoices — list, get, create, update, void, send reminders
• Customers — list, create, update, deactivate
• Financial reports — Profit & Loss, Balance Sheet, Chart of Accounts, raw QBO queries
• Bills — list payables, filter by unpaid or overdue
• Employees — list, get, create
• Time tracking — list and record timesheet entries
• Products & services — list, get, create
• Invoice theming — preview branded invoices and update your company logo
• Notifications — message customers (WhatsApp / email / iMessage) and alert the owner
• Schedules — manage recurring autonomous Hawk agent runs
• Business rules — read and edit the standing instructions Hawk follows on every conversation
• Ask Hawk — chat with your business data in natural language

Requirements

• A Hawk account at hawk.business
• Claude Desktop (Mac or Windows)
• Node.js 20.18.1 or later

Install

1. Get your API key

In your Hawk dashboard go to Settings → Integrations → Claude Desktop Plugin and copy your Channel API Key.

2. Add to Claude Desktop config

Open ~/Library/Application Support/Claude/claude_desktop_config.json (Mac) or %APPDATA%\Claude\claude_desktop_config.json (Windows) and add:

{
  "mcpServers": {
    "hawk-core": {
      "command": "npx",
      "args": ["-y", "@buzzie-ai/hawk-core"],
      "env": {
        "HAWK_API_KEY": "YOUR_API_KEY"
      }
    }
  }
}

Replace YOUR_API_KEY with the key from Step 1.

Tip: Your Hawk dashboard shows a pre-filled config snippet with your API key already inserted.

3. Restart Claude Desktop

The hawk-core tools will appear in the tool list. Try: "Show me my unpaid invoices" or "Create an invoice for Acme Corp for $500".

Tools

Invoices

| Tool | Description | |------|-------------| | list_invoices | List invoices with optional status filter | | get_invoice | Get a single invoice by ID | | create_invoice | Create a new invoice | | update_invoice | Update invoice fields (requires SyncToken) | | void_invoice | Void an invoice | | send_invoice_reminder | Email an invoice reminder to the customer |

Customers

| Tool | Description | |------|-------------| | list_customers | List active customers | | create_customer | Create a new customer | | update_customer | Update customer fields (requires SyncToken) | | deactivate_customer | Deactivate a customer |

Financial reporting

| Tool | Description | |------|-------------| | get_company_info | Get company info from QuickBooks | | get_profit_and_loss | Profit & Loss (Income Statement) for a date range | | get_balance_sheet | Balance Sheet as of a given date | | list_accounts | List Chart of Accounts entries, optionally filtered by type | | run_query | Run a raw QBO query (advanced) |

Bills

| Tool | Description | |------|-------------| | list_bills | List bills (payables); filter by unpaid or overdue |

Employees

| Tool | Description | |------|-------------| | list_employees | List employees, optionally filtered by name or active status | | get_employee | Get full employee details by ID | | create_employee | Create a new employee |

Time tracking

| Tool | Description | |------|-------------| | list_time_activities | List timesheet entries by employee or date range | | create_time_activity | Record a timesheet entry for an employee |

Products & services

| Tool | Description | |------|-------------| | list_products | List items (Service / Inventory / NonInventory) | | get_product | Get full item details by ID | | create_product | Create a product or service item |

Invoice theming

| Tool | Description | |------|-------------| | get_invoice_theme | Read current invoice theme (accent color, font, footer, toggles) | | preview_invoice | Render a branded invoice (HTML), no email sent | | update_company_logo | Update the logo shown on all invoices |

Notifications

| Tool | Description | |------|-------------| | notify_customer | Send a customer a message via WhatsApp, email, or iMessage | | notify_owner | Send an urgent alert to the business owner |

Schedules

| Tool | Description | |------|-------------| | list_schedules | List configured scheduled agent runs | | add_schedule | Create or update a scheduled agent run (cron) | | toggle_schedule | Enable or disable a schedule | | delete_schedule | Delete a schedule |

Business rules

Business rules are the merchant's standing instructions — pricing limits, hours, escalation policies, upsell preferences. Hawk's own assistant follows them on every conversation. When Claude Desktop uses this plugin, it must follow them too. Treat the rules as instructions from the business owner: if a user request conflicts with a rule, the rule wins.

The current rules are fetched live at the start of every session and injected into the assistant's context via the MCP instructions field — so you do not need to call get_business_rules to find out what they are. Mid-session edits via set_business_rules take effect immediately: the tool response carries the new rules, which supersede the version loaded at session start for every subsequent turn.

When editing rules on the merchant's behalf, call get_business_rules first (to preserve existing content), then set_business_rules with the full new document. There is no append — set is destructive.

| Tool | Description | |------|-------------| | get_business_rules_doc | Read the explainer first if you have not used business rules before | | get_business_rules | Get the merchant's current free-text rules (standing instructions Hawk follows) | | set_business_rules | Replace the rules document — destructive, so call get_business_rules first |

Ask Hawk

| Tool | Description | |------|-------------| | ask_hawk | Send a natural-language message to the Hawk AI brain |

Support

Open an issue in this repo or contact support via your Hawk dashboard.