Israel Lopez Consulting
Owners · asked in Claude

“can you build us a CloudPage in Fishbowl that shows what our inventory is worth at each location? show me a preview before you install it.”

The draft is ready to look at — nothing is installed yet.

Fishbowl MCP connectedin Claude
can you build us a CloudPage in Fishbowl that shows what our inventory is worth at each location? show me a preview before you install it.
✓Drafted · previewed · installed on your approval

The draft is ready to look at — nothing is installed yet.

Preview (live data, read-only): https://your-fishbowl.cloudpages.app/preview/inventory-value-by-location

What it shows

  • One row per location, with its type, number of distinct parts, quantity on hand and value.
  • Rows are grouped by location group (LA, Main, MI, SLC), with qty and value subtotals for each group.
  • An optional location group filter, and CSV/XLSX export.
  • It loads as soon as it opens.

What your data shows right now (I checked this with the same query)

GroupValue
LA$44,870
MI$32,803
Main$19,117
SLC$4,002
Total≈ $100,792

Things to check while you look

  • Value is on-hand qty × Fishbowl's current average cost per part. I couldn't read your costing-method setting, because that table is blocked. If you're on FIFO or Standard cost, these numbers won't exactly match your GL. I can switch the page to cost layers or standard cost instead.
  • Receiving, Shipping and Manufacturing locations are included. For example, Main/Receiving holds about $5.8k. Tell me if you want stock-type locations only.
  • LA has a location called "ZZTESTLOC" with $19.60 in it. You may want to clean that up, or I can exclude it.
  • There's no grand-total row on the page. CloudPages supports only one subtotal level, so I chose per-group subtotals. The overall total is one XLSX export away.

Once you've looked at the preview, tell me any changes, or just say "install". After it's installed, an admin will need to grant access to the page in Fishbowl.

that looks great - go ahead and install it. average cost is fine for now.
✓Drafted · previewed · installed on your approval

The Inventory Value by Location page is now installed in Fishbowl as version 1, with the page ID inventory-value-by-location.

To start using it:

  • Open the page: reopen the CloudPages module to see it now. Otherwise it appears within about 10 minutes.
  • Grant access: no one can open the page until an admin gives a group access to its entry in Fishbowl. Make sure your own group is included.

The preview reported no errors.

If you want to switch to FIFO or standard cost later, I can update this page in place, and the access grants will still apply. Each install is kept as a version, so you can roll back if needed.

Preview · read-only
Inventory Value by Location S M L › Parameters Run Export XLSX Export CSV Markdown Columns Search: Location group Location Type Parts Qty on hand Value (avg cost) LA (6) LA Stock Stock 48 78,882.25 $35,433.20 LA Stock 100 Stock 38 31,964.81 $8,896.44 LA Stock 200 Stock 1 1,093.00 $399.47 LA Stock 300 Stock 1 3,028.00 $120.94 LA ZZTESTLOC Stock 1 4.00 $19.60 LA Receiving Receiving 2 3.00 $0.37 Total 114,975.06 $44,870.02 Main (3) Main Stock Stock 20 23,174.97 $13,289.04 Main Receiving Receiving 28 11,905.96 $5,768.62 Main Shipping Shipping 6 19.00 $58.90 Total 35,099.94 $19,116.56 MI (2) MI Stock Room Stock 50 73,355.25 $32,799.66 MI Store Front Store Front 1 10.00 $3.55 Total 73,365.25 $32,803.21 SLC (3) SLC Stock 100 Stock 1 5,235.00 $4,001.12 SLC Receiving Receiving 4 4.00 $1.12 SLC Manufacturing Manufacturing 1 4.00 $0.12 Total 5,243.00 $4,002.36 Showing 1 to 14 of 14 entries

The page the AI rendered for review — nothing was installed until it was approved.

A real 170-second session on our demo Fishbowl, replayed faster.

Behind the scenes

What your admin sees in the query log for this conversation.

1installed on your approval
✓previewed first
2read-only checks
✓who/what/when logged

Every step the AI took

  1. 1
    Read the Fishbowl notes index
    64 topic notes
  2. 2
    Read Fishbowl notes · CLOUDPAGES.md
  3. 3
    Read Fishbowl notes · INVENTORY.md
  4. 4
    Check costing method and size of inventory data before building an inventory value by location page
    ✓ passed read-only checkrow cap applied
    Show the SQL
    ? rows · ? ms
  5. 5
    Inventory value at average cost per location, grouped by location group
    dropped sysproperties check; run the actual report query
    ✓ passed read-only checkrow cap applied
    Show the SQL
    SELECT lg.name AS location_group, l.name AS location, lt.name AS location_type, COUNT(DISTINCT t.partId) AS part_count, SUM(t.qty) AS qty_on_hand, ROUND(SUM(t.qty * COALESCE(pc.avgCost, 0)), 2) AS inventory_value
FROM tag AS t
JOIN location AS l ON l.id = t.locationId
JOIN locationgroup AS lg ON lg.id = l.locationGroupId
JOIN locationtype AS lt ON lt.id = l.typeId
JOIN part AS p ON p.id = t.partId
LEFT JOIN partcost AS pc ON pc.partId = t.partId
WHERE t.typeId IN (30, 40) AND t.qty <> 0
GROUP BY lg.name, l.name, lt.name
ORDER BY lg.name, inventory_value DESC
LIMIT 201
    14 rows · 326 ms
  6. 6
    Drafted the page
    report draft (v1)
  7. 7
    Built a section of the page · query
    section built
  8. 8
    Built a section of the page · parameters
    section built
  9. 9
    Built a section of the page · columns
    section built
  10. 10
    Built a section of the page · settings
    section built
  11. 11
    Built a section of the page · demo
    section built
  12. 12
    Rendered a live preview · https://your-fishbowl.cloudpages.app/preview/inventory-value-by-location
    live preview rendered
  13. 13
    Checked the preview for errors
    no errors
  14. 14
    Installed the page
Reads are checked and row-capped. Every change was shown to you as a preview and written only after you confirmed — under your own Fishbowl login, limited to what you can do. The request, the preview, and the committed action are all logged for your admins.
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