GTM Business Review Agent

Let Claude draft the leadership business review. Make sure every number in it is true.

Why this exists

AI can turn a dashboard into a polished leadership brief in seconds. It can also round a number the wrong way, mix up two metrics, or invent one, and a single wrong figure in front of leadership costs more credibility than the whole brief earns.

This project keeps the speed and removes that risk:

Related MCP server: metrics-mcp

How it works

flowchart LR
    A[(Subscription<br/>model workbook)] --> R
    B[(Campaign<br/>results)] --> R
    R[Governed KPI registry<br/>37 KPIs + formulas] --> M{{MCP server}}
    M -->|get_review_context| C[Claude drafts<br/>the review]
    C -->|check_draft| V{Every number<br/>traceable?}
    V -->|no| C
    V -->|yes| D[Brief + 5-slide<br/>leadership deck]

The checker in action

A draft with two subtle mistakes:

FY2025 revenue hit $3.5M, up 30.7%. Web converts at 41.9% vs. 29.8% on Android, and we ran 285K trials. Only 2 of 30 campaigns worked.

{
  "numbers_checked": 7,
  "supported": 5,
  "unsupported": [
    { "text": "$3.5M", "note": "not traceable to any governed KPI" },
    { "text": "285K",  "note": "not traceable to any governed KPI" }
  ],
  "ready_to_share": false
}

Revenue was $3.37M, not $3.5M. And 285,585 trials rounds to 286K, so "285K" is quietly wrong; "285K+" passes.

The deck it produces

Storyline: growth is real (on track for 27.1%), Android converts 12.1 pts below Web as mobile grows, only 2 of 30 campaigns moved sales, and four actions for the next planning cycle. Download: outputs/gtm_business_review.pptx

MCP tools

Resources: gtm://drafting-rules · gtm://reference-brief

Quick start

pip install -r requirements.txt
pytest -q                  # 15 tests, including an end-to-end MCP client test
python export_review.py    # writes the validated brief to outputs/
npm install && npm run deck  # builds outputs/gtm_business_review.pptx

Add this to claude_desktop_config.json (use your own paths), then restart Claude Desktop:

{
  "mcpServers": {
    "gtm-business-review": {
      "command": "/path/to/python",
      "args": ["/path/to/gtm-business-review-agent/server.py"]
    }
  }
}

Then ask:

Use gtm-business-review to draft a one-page business review for leadership, then run check_draft and fix anything unsupported.

Data

Project layout

gtm_review/kpis.py      governed KPI registry (workbook + campaign results + derived formulas)
gtm_review/validate.py  number checker
gtm_review/brief.py     review context, drafting rules, reference brief
server.py               MCP server (4 tools, 2 resources)
export_review.py        validated brief -> outputs/
build_deck.js           5-slide deck from the validated brief
tests/                  15 tests

Limitations

• The checker confirms a number traces to a KPI, not that it is used in the right sentence. A correct number in the wrong context can still pass, so a person still reads the final draft.

• The subscription business is simulated. Campaign figures come from the published results table, not recomputed here.

• Analysis settings (the 10% currency scenario, top-25% cut-off, month 12, 24-month horizon) are registered as definitions so they can appear in text.

Built by Achintya Vamshi Nudurupati · GitHub · LinkedIn