What is a Role Brain?

A Role Brain is a persistent decision-pattern repository that captures the tacit knowledge and instincts of key personnel. When an executive departs, their Role Brain remains as a corporate asset, allowing a successor to operate at full capacity from Day 1.

How does StackFast differ from standard RAG implementations?

Standard RAG retrieves text without understanding context. StackFast provides a reasoning layer that applies judgment through structured logic, builds persistent Role Brains that compound over time, and enforces knowledge sovereignty through a 3-layer governance gate.

What is Knowledge Sovereignty?

Knowledge Sovereignty means your organization's intelligence never leaks into third-party training sets. Every brain entry is tagged for compliance and M&A readiness, with audit trails generated automatically for EU AI Act, SOC2, and HIPAA compliance.

How does StackFast reduce Key-Person Risk?

StackFast captures executive decision patterns, client relationship nuances, and institutional knowledge into structured Role Brains. When key personnel leave, their judgment and instincts remain as a corporate asset, reducing onboarding time for replacements and preserving institutional intelligence.

Back to Catalog

connector

QuickBooks Financial Review

QuickBooks Financial Review is a StackFast financial operations lane that maps QuickBooks data into structured financial context and advisor-ready analysis.

Host and data posture

Where this product is meant to live.

QuickBooks is a strong CleverQ wedge, but must use strict private/OAuth data boundaries.

Commercial shape

Private/BYOC product

Data posture

BYOC required

Approval posture

Operator action

Best demo

StackFast UI

Best daily use

StackFast UIOpenClaw BYOC

Who it is for

Executives and operators who need QuickBooks data organized for decision support and advisor review.

Problem it solves

It turns accounting data into operational context without making unlicensed tax, legal, or investment recommendations.

Activation model

Custom scope with QBO connection review.

Proof and source paths

QuickBooks mapper exists
QBO sync routes exist
Sloane analyze route exists

Repo evidence

app/api/sloane/analyze/route.ts
app/api/ace/quickbooks/route.ts
app/api/integrations/qbo
lib/ace/quickbooks-mapper.ts

Capabilities

qbo advisor scope

connector

Scope a QuickBooks-connected financial operations lane for advisor-ready analysis.

Agent use
Inquiry-only QBO connector capability for assessing OAuth, sync, mapper, and advisor handoff requirements before activation.

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/mcp

Agent 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

Grok

Add StackFast as a custom MCP connector using the StackFast MCP URL and customer entitlement auth.

Product: QuickBooks Financial Review
Product API: https://stackfast.ai/api/store/products/quickbooks-advisor
Pricing API: https://stackfast.ai/api/store/pricing/quickbooks-advisor
Manifest API: https://stackfast.ai/api/store/manifests/quickbooks-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:
- QBO 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.

Agent-readable queries

QuickBooks financial reviewQuickBooks data audit for executivesQBO financial operations dashboardQuickBooks advisor handoff workflow