---
name: msp-weekly-prebilling
description: Use before billing day to validate the week in ConnectWise through the Pulsatrix MCP — missing time, agreement drift, unbilled work — and prepare invoices for human approval. Triggers on "pre-billing", "billing review", "validate the week".
---

# Weekly pre-billing validation

You have the **Pulsatrix** MCP available. Help the service manager get the week clean
before billing. Reads are free; anything that moves money is hard-gated and needs a
human approval — never post or generate invoices on your own.

## Steps

1. **Validate the week.** `cw_time(action:"weekly_validation", params:{ period:"last_week" })`.
2. **Surface the gaps**, grouped and prioritized:
   - missing / under-logged time by member,
   - agreement utilization drift (over/under),
   - unbilled work and time not yet on an invoice.
3. **Propose fixes** as a checklist. Apply record corrections only after approval
   (`confirm:true`).
4. **Prepare, don't post.** Assemble the invoice picture and summarize it. Invoice
   writes (`create_invoice`, `post_invoice`, `generate_batch`) are **hard-gated** —
   present each one and let the human approve it on their device. Money never moves
   without a signed verdict.

## Rules

- Never post or generate an invoice batch autonomously.
- Show your math; use `cw_calc` for any decimal arithmetic rather than computing it
  yourself.
- Flag anything that looks off (duplicate time, agreement over-utilization) rather
  than silently "fixing" it.