Examples

Revenue Dashboard

This cookbook builds a background agent that pulls Stripe billing data and syncs it into a Notion database. Finance and ops teams get a live revenue view without needing Stripe access. Run it every morning and your Notion page is always up to date.

Prerequisites

  • Node.js 18+ (TypeScript) or Python 3.10+ (Python)
  • Scalar personal token and installation ID
  • OpenAI API key
  • Stripe account
  • Notion account with an integration token and a target database

Project setup

TypeScript 

mkdir revenue-dashboard && cd revenue-dashboard
npm init -y
npm install @scalar/agent ai @ai-sdk/openai dotenv tsx

Python

Uses the OpenAI Agents SDK with scalar-agent.

mkdir revenue-dashboard && cd revenue-dashboard
python3 -m venv .venv
source .venv/bin/activate  # Windows: .venv\Scripts\activate
pip install "scalar-agent[openai]" python-dotenv

Add your keys to a .env file:

SCALAR_TOKEN=your-scalar-personal-token
SCALAR_INSTALLATION_ID=your-installation-id
OPENAI_API_KEY=your-openai-api-key

Setting up your Scalar MCP

In dashboard.scalar.com:

  1. Stripe — Add tool, paste your Stripe secret key, enable Execute on GET /v1/invoices and GET /v1/customers. Set GET /v1/invoices to Search only if you want the agent to read but never modify.
  2. Notion — Add tool, paste your Notion integration token, enable Execute on POST /pages (create rows) and PATCH /pages/{page_id} (update rows).
  3. Copy your Installation ID from the SDK tab.

Setting up your Notion database

Create a Notion database with these properties:

Property Type
Customer Title
Email Email
Amount Due Number
Status Select (open, paid, overdue)
Due Date Date
Invoice URL URL
Last Synced Date

Copy the database ID from the URL: notion.so/your-workspace/[DATABASE_ID]?v=...

The sync

TypeScript 

import 'dotenv/config'
import { agentScalar } from '@scalar/agent'
import { generateText, stepCountIs } from 'ai'
import { openai } from '@ai-sdk/openai'

const scalar = agentScalar({ token: process.env.SCALAR_TOKEN })
const model = openai('gpt-4o')

async function sync() {
  const installation = await scalar.installation(process.env.SCALAR_INSTALLATION_ID)
  const tools = await installation.createVercelAITools()

  const today = new Date().toISOString().split('T')[0]

  const { text } = await generateText({
    model,
    tools,
    stopWhen: stepCountIs(30),
    system: `You are a finance assistant with access to Stripe and Notion.
Use Stripe to read billing data. Use Notion to write records.
Today is ${today}.`,
    prompt: `Sync Stripe billing data to Notion database YOUR_DATABASE_ID:

1. Fetch all Stripe invoices with status = open or paid, limit 50.
2. For each invoice, create or update a row in the Notion database with:
   - Customer: customer_name
   - Email: customer_email  
   - Amount Due: amount_due / 100 (convert from cents)
   - Status: "overdue" if due_date < today and status = open, otherwise use status
   - Due Date: due_date
   - Invoice URL: hosted_invoice_url
   - Last Synced: today

3. Report how many records were synced.`,
  })

  console.log(text)
}

sync()

Python 

import asyncio
import os
from datetime import date

from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp
from dotenv import load_dotenv
from scalar_agent import agent_scalar

load_dotenv()

scalar = agent_scalar(token=os.environ["SCALAR_TOKEN"])


async def sync() -> None:
    installation = scalar.installation(os.environ["SCALAR_INSTALLATION_ID"])
    server = MCPServerStreamableHttp(**installation.create_openai_mcp())
    await server.connect()

    today = date.today().isoformat()
    agent = Agent(
        name="revenue-sync",
        instructions=(
            "You are a finance assistant with access to Stripe and Notion.\n"
            "Use Stripe to read billing data. Use Notion to write records.\n"
            f"Today is {today}."
        ),
        mcp_servers=[server],
    )

    result = await Runner.run(
        agent,
        """Sync Stripe billing data to Notion database YOUR_DATABASE_ID:

1. Fetch all Stripe invoices with status = open or paid, limit 50.
2. For each invoice, create or update a row in the Notion database with:
   - Customer: customer_name
   - Email: customer_email
   - Amount Due: amount_due / 100 (convert from cents)
   - Status: "overdue" if due_date < today and status = open, otherwise use status
   - Due Date: due_date
   - Invoice URL: hosted_invoice_url
   - Last Synced: today

3. Report how many records were synced.""",
        max_turns=30,
    )
    print(result.final_output)
    await server.cleanup()


asyncio.run(sync())

Complete script

TypeScript

sync.ts

import 'dotenv/config'
import { agentScalar } from '@scalar/agent'
import { generateText, stepCountIs } from 'ai'
import { openai } from '@ai-sdk/openai'

const scalar = agentScalar({ token: process.env.SCALAR_TOKEN })
const model = openai('gpt-4o')

async function sync() {
  const installation = await scalar.installation(process.env.SCALAR_INSTALLATION_ID)
  const tools = await installation.createVercelAITools()

  const today = new Date().toISOString().split('T')[0]

  const { text } = await generateText({
    model,
    tools,
    stopWhen: stepCountIs(30),
    system: `You are a finance assistant with access to Stripe and Notion.
Use Stripe to read billing data. Use Notion to write records.
Today is ${today}.`,
    prompt: `Sync Stripe billing data to Notion database YOUR_DATABASE_ID:

1. Fetch all Stripe invoices with status = open or paid, limit 50.
2. For each invoice, create or update a row in the Notion database with:
   - Customer: customer_name
   - Email: customer_email
   - Amount Due: amount_due / 100 (convert from cents)
   - Status: "overdue" if due_date < today and status = open, otherwise use status
   - Due Date: due_date
   - Invoice URL: hosted_invoice_url
   - Last Synced: today

3. Report how many records were synced.`,
  })

  console.log(text)
}

sync()

Python

sync.py

import asyncio
import os
from datetime import date

from agents import Agent, Runner
from agents.mcp import MCPServerStreamableHttp
from dotenv import load_dotenv
from scalar_agent import agent_scalar

load_dotenv()


async def main() -> None:
    scalar = agent_scalar(token=os.environ["SCALAR_TOKEN"])
    installation = scalar.installation(os.environ["SCALAR_INSTALLATION_ID"])
    server = MCPServerStreamableHttp(**installation.create_openai_mcp())
    await server.connect()

    today = date.today().isoformat()
    agent = Agent(
        name="revenue-sync",
        instructions=(
            "You are a finance assistant with access to Stripe and Notion.\n"
            "Use Stripe to read billing data. Use Notion to write records.\n"
            f"Today is {today}."
        ),
        mcp_servers=[server],
    )

    result = await Runner.run(
        agent,
        """Sync Stripe billing data to Notion database YOUR_DATABASE_ID:

1. Fetch all Stripe invoices with status = open or paid, limit 50.
2. For each invoice, create or update a row in the Notion database with:
   - Customer: customer_name
   - Email: customer_email
   - Amount Due: amount_due / 100 (convert from cents)
   - Status: "overdue" if due_date < today and status = open, otherwise use status
   - Due Date: due_date
   - Invoice URL: hosted_invoice_url
   - Last Synced: today

3. Report how many records were synced.""",
        max_turns=30,
    )
    print(result.final_output)
    await server.cleanup()


if __name__ == "__main__":
    asyncio.run(main())

Running the sync 

npx tsx sync.ts
# or
python sync.py

Example output:

Synced 12 invoices to Notion:

- Acme Corp — $4,200.00 — paid ✓
- Globex Inc — $890.00 — overdue (was due Apr 1) ✓
- Initech LLC — $1,200.00 — open (due Apr 15) ✓
- Umbrella Co — $6,500.00 — paid ✓
...

12 records synced to Notion database. Last synced: 2026-04-05.

Running on a schedule

crontab (every morning at 7am) 

crontab -e

0 7 * * * cd /path/to/revenue-dashboard && npx tsx sync.ts >> sync.log 2>&1
# Python: 0 7 * * * cd /path/to/revenue-dashboard && .venv/bin/python sync.py >> sync.log 2>&1

GitHub Actions

.github/workflows/revenue-sync.yml

name: Revenue Dashboard Sync
on:
  schedule:
    - cron: '0 7 * * *' # 7am UTC daily
  workflow_dispatch:

jobs:
  sync:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v4
      - uses: actions/setup-node@v4
        with:
          node-version: 22
      - run: npm install
      - run: npx tsx sync.ts
        env:
          SCALAR_TOKEN: ${{ secrets.SCALAR_TOKEN }}
          SCALAR_INSTALLATION_ID: ${{ secrets.SCALAR_INSTALLATION_ID }}
          OPENAI_API_KEY: ${{ secrets.OPENAI_API_KEY }}

.github/workflows/revenue-sync-python.yml

name: Revenue Dashboard Sync (Python)
on:
  schedule:
    - cron: '0 7 * * *'
  workflow_dispatch:

jobs:
  sync:
    runs-on: ubuntu-latest
    steps:
      - uses: actions/checkout@v4
      - uses: actions/setup-python@v5
        with:
          python-version: '3.12'
      - run: pip install "scalar-agent[openai]" python-dotenv
      - run: python sync.py
        env:
          SCALAR_TOKEN: ${{ secrets.SCALAR_TOKEN }}
          SCALAR_INSTALLATION_ID: ${{ secrets.SCALAR_INSTALLATION_ID }}
          OPENAI_API_KEY: ${{ secrets.OPENAI_API_KEY }}

Take it further

  • Add Resend — after syncing, email the finance team a summary of overdue accounts
  • Slack digest — post a weekly revenue summary to a #finance channel every Monday
  • Failed payments — add a separate Notion view that surfaces only failed/overdue invoices for accounts receivable
Previous
Meeting Scheduler
Next
Stakeholder Digest