publish-dashboard

Publish to Dashboard

Publish AI-generated reports from scheduled skill runs to the client's cloud dashboard on mybusinessgenie.ai. Each report appears as a card showing the latest run of that task. Previous runs are automatically archived.

When This Skill Applies

• A Goals Pulse or Update Blueprint run completes and the client wants results on the dashboard
• A scheduled task completes (any MBG skill running on a cadence)
• Client says "publish this", "send to dashboard", "add to my dashboard"
• Any skill produces output the client wants visible on the web

How It Works

Step 1: Determine What to Publish

Look at the current conversation for publishable content:

• Output from a completed skill run (Goals Pulse, Update Blueprint, or any other MBG skill)
• A report or analysis just generated
• Explicit content the client provides

Step 2: Get the Agent's Persona

Before publishing, retrieve the agent's communication style:

mcp__cloud-dashboard__get_agent_persona()

This returns the agent's name and persona description. Apply this persona to shape the tone, style, and formatting of the report content. If no persona is configured, use your default style.

Step 3: Publish the Report

Call the mcp__cloud-dashboard__publish_report MCP tool:

mcp__cloud-dashboard__publish_report(
  taskName: "kebab-case-task-id",
  taskLabel: "Human-Readable Task Name",
  category: "briefing|email|social|real-estate|crm|research|custom",
  content: "full markdown report content",
  summary: "1-2 sentence preview for the card",
  actionRequired: true|false,
  actionCount: 0,
  tags: ["relevant", "tags"],
  links: [{ label: "View Details", url: "https://..." }],
  ttlDays: 30
)

Step 4: Confirm to Client

After publishing, confirm:

• What was published (task label + category)
• That the previous run was archived (if applicable)

Category Guide for MBG Admin Skills

IMPORTANT: Always use the exact taskName below. Using different names for the same task creates duplicate cards on the dashboard.

Skill / Task	taskName	category
Goals Pulse (weekly check-in)	goals-pulse	briefing
Update Blueprint (platform update)	update-blueprint	custom
Morning Briefing / Daily Brief	morning-briefing	briefing
Email Digest / Inbox Triage	email-digest	email
Social Trends / Content Calendar	social-trends	social
Lead Pipeline / CRM New Leads	lead-pipeline	crm
Deal Analysis / Property Research	deal-analysis	real-estate
Market Research / Competitor Analysis	market-research	research
Financial Snapshot / KPI Dashboard	financial-snapshot	research
Generic / Custom output	custom-report	custom

Publishing Goals Pulse Output

When Goals Pulse completes, publish its output like this:

mcp__cloud-dashboard__publish_report(
  taskName: "goals-pulse",
  taskLabel: "Goals Pulse",
  category: "briefing",
  content: "<full pulse check output>",
  summary: "<one sentence: alignment score + key insight from the session>",
  actionRequired: <true if any priorities are at risk>,
  actionCount: <number of at-risk priorities>,
  tags: ["goals", "weekly-check-in"]
)

Publishing Update Blueprint Output

When Update Blueprint completes, publish its output like this:

mcp__cloud-dashboard__publish_report(
  taskName: "update-blueprint",
  taskLabel: "Platform Update",
  category: "custom",
  content: "<full update summary>",
  summary: "<one sentence: version installed or 'already on latest'>",
  actionRequired: false,
  actionCount: 0,
  tags: ["platform", "update"]
)

Action Items

If the report contains action items:

• Set actionRequired: true
• Set actionCount to the number of items
• The dashboard card will show an action indicator

Integration with Scheduled Tasks

When a scheduled task runs Goals Pulse or Update Blueprint, publish its output automatically at the end of the skill run. The previous run's card is automatically archived — only the latest shows on the dashboard.

Error Handling

• MCP server not connected: Tell the client to configure the cloud-dashboard MCP server with their API key from mybusinessgenie.ai settings.
• API key invalid: Tell the client to generate a new API key in the portal settings.