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What the agents read, calculate, and change.

How work is structured
  1. Sources

    Company records · authorized connections

  2. Agents

    Consult · Assess · Plan · Execute

  3. Work products

    Assessment · value plan · migration plan

Company memoryScoped to the firm and company
Financial enginesCalculations run in code
Review gatesBaselines and supported changes

Models work through defined tools.

Agent runs select a configured model and check tool access. The provider and model are recorded with the run.

Model catalog
Model selectionAnthropic · Google · OpenAI
Open-weight modelsNot in the selectable catalog
Authorized toolsScoped to the acting user and task
Run recordProvider · model · tool events

Source reads leave a receipt.

Agent conversations can read supplied documents through authorized connections. Receipts record the source, reader, time, and content hash.

Source receipt
Source
Connection and document
Read
Time, reader, and range when available
Content
Hash and truncation status

Calculations run in code.

Financial engines calculate readiness and three scenarios from supplied inputs. An approved financial baseline is required to export an assessment or value plan.

Assessment scenarios
Inputs
  • Revenue and EBITDA
  • Savings and AI cost
CasesConservative · Base · Aggressive
Calculated outputsEBITDA impact · EBITDA margin

Memory stays company-scoped.

Agents can use company-scoped notes and handoffs. Owners and admins can review or retract notes.

Meet the agents
Company memory
Scope
Firm and company or target
Notes
Source and review state
Access
No firm-wide fallback

Memory does not approve execution.

Execution has a separate gate.

For REST-to-MCP, the execution kernel records the change plan, approval, checkpoints, and validation.

Security and governance
Governed execution
REST-to-MCPChange bundle

Snapshot, plan, and proposed changes

ApprovalBound to the change bundle
ExecutionValidationComplete or recovery

Compare plans with results.

Record monthly results against projections. Confirm available values and mark missing values as unavailable.

Monthly review
Plan
Projected values
Actual
Confirmed or unavailable
Corrections
Linked to the prior review

Connect your sources.

Connections require provider access. Setup does not guarantee a successful read.

Google Drive

Beta

Read supplied Docs, Sheets, and Drive links in agent conversations.

Reads are limited in size. Live acceptance remains pending.

Companies House

Setup available

Read UK company registry information for company research.

Requires provider credentials.

MCP Server

Setup available

Read through compatible remote Model Context Protocol (MCP) tools.

Conversation tools must be authorized and marked read-only.

  • SalesforceComing soon
  • NetSuiteComing soon
  • QuickBooks OnlineWaitlist
  • SnowflakeWaitlist
  • BigQueryWaitlist
  • SharePointWaitlist
  • SlackWaitlist
  • Microsoft TeamsWaitlist

Try the REST-to-MCP converter.

Inspect a tool definition generated from a REST endpoint.