dashboard
Wealth Advisor Workbench
Wealth Advisor Workbench is a planned StackFast financial-intelligence surface that coordinates financial data, advisor workflows, and executive decision support without replacing licensed professional advice.
Host and data posture
Where this product is meant to live.
Regulated wealth workflows require assisted/private posture.
Commercial shape
Private/BYOC product
Data posture
BYOC required
Approval posture
Approval required
Best demo
StackFast UI
Best daily use
Who it is for
Executives and advisors coordinating financial dashboards, not buyers seeking direct investment advice from software.
Problem it solves
It organizes financial context and advisor coordination into an auditable dashboard.
Activation model
Custom scope with compliance review.
Proof and source paths
- Financial engine route exists
- ACE financial APIs exist
- QBO and financial ingestion routes exist
Repo evidence
app/dashboard/command-center/financial-engine/page.tsxapp/api/aceapp/api/ingest/financials/route.ts
Capabilities
regulated financial dashboard scope
dashboardScope a regulated-context financial dashboard for advisor coordination and executive review.
Agent use
Inquiry-only dashboard capability for financial context organization, advisor workflow coordination, and audit-ready scoping.
Connector proof
Catalog is not the same as customer-ready.
This product only becomes market-ready after a real host mounts the entitled tools, a safe call succeeds, metering records the event, and a customer-safe receipt exists. Until then, the page shows the strongest proven status without rounding up.
Catalog
Runtime registry is not published yet.
Entitlement
Entitlement boundary is not declared.
Callable
Callable tool proof is incomplete.
Metering
Metering waits on callable execution.
Customer validated
Pending fresh host-surface call receipt.
Install and activate
Connect this product through the StackFast MCP endpoint. Discovery metadata is public; execution uses OAuth and storefront entitlement checks.
MCP URL
https://stackfast.ai/api/mcpAgent subscription
This product remains request-scope until its checkout, fulfillment, and public-name gates are complete.
Client snippets
ChatGPT
Add StackFast as a custom MCP connector, then approve OAuth when prompted.
Claude
Connect a remote MCP server using the StackFast MCP URL and a tenant-scoped token or OAuth flow.
Cursor
Register StackFast as a remote MCP server for project-scoped tool use.
Grok
Add StackFast as a custom MCP connector using the StackFast MCP URL and customer entitlement auth.
Product: Wealth Advisor Workbench Product API: https://stackfast.ai/api/store/products/qew-wealth-advisor Pricing API: https://stackfast.ai/api/store/pricing/qew-wealth-advisor Manifest API: https://stackfast.ai/api/store/manifests/qew-wealth-advisor MCP URL: https://stackfast.ai/api/mcp Auth: oauth_reader_or_storefront_entitlement Checkout session API: https://stackfast.ai/api/store/checkout/session Plans: - Regulated scope: Request scope; checkout_ready=false; checkout_url=request_scope Agent activation: - Read this product manifest and pricing API. - If a plan has checkout_ready=true, open its checkout_url or POST product_slug, plan_slug, and customer_email to the checkout session API. - After Stripe payment, the signed webhook grants storefront_entitlements for the buyer email/account. - Connect the LLM client to the MCP URL and approve OAuth so tools/list reflects the licensed reader surface. - Call only tools exposed for that entitlement; unentitled execution must fail closed.