bizy-ai 1.1.1

AI-powered business planning and execution agent

Bizy AI - AI-Powered Business Planning & Execution Agent

An autonomous AI agent that runs daily to help you execute your business plan, manage tasks, conduct research, and stay on track toward your goals.

🎯 Current Status: Phase 1 Complete ✅

Local Python MVP with full AI-powered features is ready to use!

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Quick Start

Installation

# Install globally via pip
pip install business-agent

# Set up your API key
mkdir -p ~/.business-agent
echo "ANTHROPIC_API_KEY=your-key-here" > ~/.business-agent/.env

# Initialize database
python -c "from agent.models import init_database; init_database()"

# Use the CLI
bizy task list
bizy goal list

Development Setup

# Clone the repository
git clone https://github.com/reidchatham/business-agent.git
cd business-agent

# Install in editable mode
pip install -e .

# Run setup script
./setup.sh

See INSTALL.md for detailed installation options.

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Development

Test-Driven Development (TDD)

This project follows TDD principles. All new features must:

1. Write tests first - Define expected behavior
2. Run tests (they should fail) - Red phase
3. Implement feature - Green phase
4. Refactor - Clean up code

Running Tests

# Run all tests with coverage
make test

# Run tests in watch mode
make test-watch

# Run specific test file
pytest tests/test_tasks.py -v

Database Environments

• Production: ~/.business-agent/tasks.db - Your actual business data 🔒
• Development: ~/.business-agent/dev_tasks.db - Safe for experimentation ⚙️
• Test: In-memory - Isolated, clean for each test 🧪

# Use development database
export BIZY_ENV=development
make dev

# Use production database (default)
export BIZY_ENV=production

See CONTRIBUTING.md for detailed development guidelines.

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Features (Phase 1)

✅ AI-Powered Goal Breakdown - Claude breaks big goals into 5-10 actionable tasks
✅ Daily Morning Briefings - Personalized insights and prioritized tasks
✅ Evening Reviews - Reflect with AI analysis
✅ Weekly Strategic Reports - Comprehensive progress analysis
✅ Research Agent - Market research and competitive intelligence
✅ Task Management - Priorities, dependencies, progress tracking
✅ CLI Tool - Quick command-line interactions
✅ Automated Scheduling - Runs briefings/reviews automatically

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📈 Development Roadmap

The project is designed to evolve through 4 phases:

Phase 2: Enhanced Python (Weeks 4-6) 🔜

• Live CLI dashboard with real-time updates
• Google Calendar integration
• Email integration
• Velocity-based predictions
• Advanced analytics with charts
• PDF/CSV exports

Phase 3: Web Interface (Weeks 7-10)

• FastAPI backend
• React + TypeScript frontend
• PostgreSQL database
• Real-time WebSocket updates
• Multi-device access
• User authentication

Phase 4: Production & Scale (Weeks 11-14)

• Cloud deployment (AWS/Railway)
• Mobile apps (PWA/React Native)
• Team collaboration
• Payment integration (Stripe)
• Integration marketplace
• Advanced analytics

See ROADMAP.md for complete migration plan and technical details.

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Project Structure

business-agent/
├── agent/                   # Core modules
│   ├── core.py             # AI agent (briefings, reviews)
│   ├── models.py           # Database schema
│   ├── tasks.py            # Task management
│   ├── planner.py          # Goal planning & AI breakdown
│   └── research.py         # Research & intelligence
│
├── scripts/                 # Automation scripts
│   ├── init_db.py          # Database setup
│   ├── morning_brief.py    # Morning briefing
│   ├── evening_review.py   # Evening review
│   ├── weekly_review.py    # Weekly report
│   └── agent_cli.py        # CLI tool
│
├── templates/               # Configuration
│   └── business_plan_template.yaml
│
├── main.py                  # Scheduler daemon
├── requirements.txt         # Python dependencies
├── setup.sh                 # Automated setup
│
└── Documentation
    ├── README.md            # This file
    ├── QUICKSTART.md        # 5-minute quick start
    ├── ROADMAP.md           # Complete development roadmap
    ├── GETTING_STARTED.md   # Development guide
    └── PROJECT_COMPLETE.md  # Setup summary

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Essential Commands

Daily Use

# Morning
python scripts/morning_brief.py

# Complete a task
python scripts/agent_cli.py task complete 5

# Evening
python scripts/evening_review.py

Task Management

# Add task
python scripts/agent_cli.py task add "Task title" -p 1 -h 3

# List tasks
python scripts/agent_cli.py task list

# Complete task
python scripts/agent_cli.py task complete <ID>

Goal Management

# Add goal
python scripts/agent_cli.py goal add "Goal title" -h quarterly -t 2025-12-31

# List goals
python scripts/agent_cli.py goal list

# AI breakdown (creates tasks automatically)
python scripts/agent_cli.py goal breakdown <ID>

Research

# Research topic
python scripts/agent_cli.py research topic "market trends"

# Competitor analysis
python scripts/agent_cli.py research competitors "domain" "offering"

Automation

# Start scheduler (runs morning/evening/weekly automatically)
python main.py

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Technology Stack

Phase 1 (Current)

• Python 3.8+
• Claude (Anthropic API) - AI intelligence
• SQLAlchemy + SQLite - Database
• Rich - Beautiful terminal UI
• Click - CLI framework
• Schedule - Task automation

Phase 2 (Planned)

• Textual - Advanced TUI
• Google Calendar API - Calendar sync
• Gmail API - Email integration
• Plotext - Terminal charts
• ReportLab - PDF generation

Phase 3 (Planned)

• FastAPI - Backend framework
• PostgreSQL - Production database
• React + TypeScript - Frontend
• TailwindCSS - Styling
• WebSockets - Real-time updates

Phase 4 (Planned)

• AWS/Railway - Cloud hosting
• React Native/PWA - Mobile apps
• Stripe - Payments
• Redis - Caching
• Celery - Background jobs

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Development with Claude Code

This project is configured for Claude Code development:

# The project includes:
.claude_code.json          # Claude Code workspace config
GETTING_STARTED.md         # Development guide
ROADMAP.md                 # Migration path details

Open this directory in Claude Code to start developing with AI assistance!

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Documentation

• QUICKSTART.md - Get started in 5 minutes
• ROADMAP.md - Complete development roadmap with migration plans
• GETTING_STARTED.md - Development guide for Claude Code
• PROJECT_COMPLETE.md - Setup summary and status
• templates/business_plan_template.yaml - Business plan with roadmap

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Key Benefits

✅ Never forget important tasks - AI breaks down goals automatically
✅ Stay on track daily - Morning briefings keep you focused
✅ Learn from patterns - Evening reviews capture insights
✅ Make informed decisions - Research agent gathers intelligence
✅ Adapt your strategy - Weekly reviews suggest improvements
✅ Build momentum - Daily habit creates consistent progress

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Examples

Create Your First Goal

# 1. Create a quarterly goal
python scripts/agent_cli.py goal add "Launch MVP Product" \
  -h quarterly \
  -t 2025-06-30

# 2. Let AI break it down into tasks
python scripts/agent_cli.py goal breakdown 1

# Output: Claude creates 5-10 actionable tasks like:
#   - Design database schema (3h, priority 1)
#   - Implement user authentication (6h, priority 1)
#   - Build frontend UI (16h, priority 2)
#   - etc.

# 3. View your tasks
python scripts/agent_cli.py task list

# 4. Get your morning briefing
python scripts/morning_brief.py

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How It Works

1. YOU define goals
   ↓
2. AI breaks down goals into tasks
   ↓
3. Morning briefing prioritizes today's tasks
   ↓
4. YOU work on tasks throughout the day
   ↓
5. Evening review captures learnings
   ↓
6. AI analyzes patterns and suggests improvements
   ↓
7. Weekly review provides strategic insights
   ↓
8. Cycle repeats, continuously improving

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Troubleshooting

API Key Issues

# Check .env file exists
ls -la .env

# Verify key is set
cat .env | grep ANTHROPIC_API_KEY

Virtual Environment

# Always activate first
source venv/bin/activate

# Check Python version
python --version  # Should be 3.8+

Database Issues

# Reset database
rm data/tasks.db
python scripts/init_db.py

Permission Issues

# Make scripts executable
chmod +x setup.sh main.py scripts/*.py

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Cost Estimate

Based on typical usage with Claude Sonnet:

• Morning briefing: 1,000 tokens ($0.003)
• Evening review: 1,500 tokens ($0.005)
• Weekly review: 3,000 tokens ($0.009)
• Goal breakdown: 2,000 tokens per goal ($0.006)
• Research: 3,000-5,000 tokens per query ($0.009-0.015)

Monthly estimate: $5-15 depending on usage

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Contributing to This Project

This is a personal business tool, but if you're building something similar:

1. Fork the repository
2. Check the ROADMAP.md for upcoming features
3. Build Phase 2 features
4. Share your improvements!

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Roadmap Highlights

🔜 Next Up: Phase 2 (Weeks 4-6)

Top priorities:

1. Live Dashboard - Real-time task updates in terminal
2. Calendar Integration - Sync with Google Calendar
3. Velocity Predictions - AI predicts completion dates
4. Email Integration - Daily briefings via email

Timeline: 3 weeks
Start Date: This week!

See ROADMAP.md for detailed implementation plans.

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Requirements

• Python 3.8 or higher
• Anthropic API access (Claude)
• ~50MB disk space
• Works on: macOS, Linux, Windows

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License

MIT License - feel free to use and modify for your business.

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Support

• 📖 Documentation: Check the docs in this directory
• 🐛 Issues: Check error logs in data/logs/
• 💬 Questions: Review GETTING_STARTED.md and ROADMAP.md
• 🚀 Updates: Follow the roadmap for upcoming features

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Next Steps

If You're Just Getting Started:

1. Run ./setup.sh to set up the environment
2. Add your Anthropic API key to .env
3. Run python scripts/morning_brief.py to test
4. Create your first goal and let AI break it down
5. Start using daily for one week

If You Want to Develop:

1. Review ROADMAP.md for migration path
2. Check GETTING_STARTED.md for dev guide
3. Open in Claude Code for AI-assisted development
4. Start building Phase 2 features
5. Test with beta users

If You Want to Understand the Vision:

1. Read templates/business_plan_template.yaml
2. Review the 4-phase roadmap
3. Understand the migration from Python → Web → Production
4. See how each phase builds on the previous

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Ready to execute your business plan? Let's go! 🚀

Built with ❤️ using Claude (Anthropic)