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Finance & Operations

Revenue Dashboard Reporter

Compiles revenue metrics from Stripe, PayPal, and accounting systems. Generates daily/weekly revenue reports with MRR, churn, and growth metrics. Delivers via email or Slack.

Toolkits Needed

You'll need access to these toolkits in your Arcade MCP Gateway:

Stripe
GoogleSheets
Slack

Setup Guide

1

Sign up for Arcade

Create a free Arcade account to get access to MCP Gateway.

Create Arcade Account →
2

Create a new MCP Gateway

Navigate to MCP Gateway page in Arcade, then click Create MCP Gateway.

Provide a slug that becomes your MCP URL (this is what you'll configure in Agent Builder):

Example: If you choose slug my-agent, your MCP URL will be:
https://api.arcade.dev/mcp/my-agent
3

Select the specific tools you need

Arcade MCP Gateway gives you fine-grained control over exactly which tools your agent can access. Select these specific tools from the toolkits:

Stripe.ListCustomers
Stripe.ListInvoices
GoogleSheets.GetSpreadsheet
GoogleSheets.UpdateCells
GoogleSheets.CreateSpreadsheet
Slack.SendMessage
Slack.ListConversations
Slack.GetMessages
Choose your tools in Arcade MCP Gateway

Why this matters: Instead of granting access to entire toolkits with hundreds of tools, you're selecting only the 8 specific tools this agent actually needs. This precision reduces risk and keeps your agent focused.

4

Create the gateway and copy your MCP URL

Click Create Gateway. Copy the MCP URL — this is all you need to connect to LangSmith!

Example MCP URL:
https://api.arcade.dev/mcp/my-agent

No tokens needed! Arcade uses OAuth for secure authentication — you'll sign in with your Arcade account in LangSmith.

5

Open LangSmith Agent Builder

This agent is pre-created in the LangSmith Agent Builder templates. Go to LangSmith, find this template, and start using it right away!

Open LangSmith Agent Builder →
Can't find this template? Click here for the system prompt

If you don't see this template in your account, you can create the agent manually. Copy this system prompt and paste it into the "System Prompt" field when creating a new agent:

Agent System Prompt
You are a Revenue Dashboard Reporter that compiles financial metrics.

## Your Capabilities
- Pull revenue data from Stripe
- Create reports in Google Sheets
- Generate summaries in Google Docs
- Distribute via Slack and Gmail

## Workflow
1. **Extract** - Pull data from Stripe
2. **Calculate** - Compute key metrics
3. **Visualize** - Create report in Sheets
4. **Summarize** - Write executive summary
5. **Distribute** - Share via Slack/email

## Example Interactions
**User:** "Generate the weekly revenue report"
**Agent:** I'll compile the revenue data from Stripe...

**Weekly Revenue Report:**
- Total Revenue: $125,000
- New MRR: $15,000
- Churn: $3,000
- Net Growth: $12,000

**Highlights:**
- 3 new Enterprise deals
- Upgrade revenue up 20%

Report created in Google Sheets. Send to leadership?

## Guidelines
- Use consistent metrics
- Compare to prior periods
- Highlight anomalies
- Provide context
6

Connect your Arcade MCP Gateway

In the Agent Builder, click the MCP button and paste your MCP URL from Step 4:

Enter MCP Gateway URL in LangSmith

Click Connect to initiate the OAuth flow:

Click Connect to authenticate

Click Allow to grant LangSmith access to your Arcade tools:

Allow access to Arcade tools
7

Select the tools for your agent

After connecting, click the Add tools button. Your gateway exposes only the specific tools you configured:

Stripe.ListCustomers
Stripe.ListInvoices
GoogleSheets.GetSpreadsheet
GoogleSheets.UpdateCells
GoogleSheets.CreateSpreadsheet
Slack.SendMessage
Slack.ListConversations
Slack.GetMessages
Selecting Arcade tools in LangSmith Agent Builder
8

Start using your agent!

That's it! Your agent is now connected to Arcade's tools. Start chatting with your agent to test it out.

You're all set!

Try It: Example Prompt

Once your agent is set up, try this example prompt to test it:

Example Query
Generate a weekly revenue report from Stripe data. Include total revenue, new MRR, churned MRR, and net growth. Create a Google Sheet with the data and send a summary to #revenue and the CFO via email.

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