A certificate on file is not a compliant certificate.
What follows is what the sample shop can show. Items that are not built are named as not built. The tier split is on the pricing matrix.
A deficiency list, in plain language
Example of the failures the score is built to name. This is the shape of a result, using the sample roofing vendor, not a measured customer outcome.
- Additional insured is missing on the sample certificate.
- Primary and noncontributory is missing.
- Waiver of subrogation is present on that sample row.
- The named insured has to match the contract party. A certificate holder is not additional insured.
- Workers’ comp listed with no real payroll should be reviewed by a person before anyone is cleared.
Vault
The sample lists each vendor’s certificates. A new upload is stored. A model reads it when an Anthropic or OpenAI key is set, and a person still reviews the extract. Without a key the extract stays empty. There is no inbox address you can forward mail to.
Requirement templates
The sample can score a certificate against a template: general liability limits, additional insured, waiver of subrogation, primary and noncontributory, workers’ comp present, and whether the named insured matches. Job-specific templates are a Pro feature. Free, when signup exists, is one organization template and does not include that score.
Chase
On a paid plan, chase email sends a magic link when Resend or SMTP is configured. If neither is set, the chase is stored as not sent and is not marked sent. When the message sends and the vendor has a broker address, that address is copied. Expiry dates show on a board. Scheduled expiry emails and SMS are not sent.
Job-gate
The sample board uses cleared, deficient, expired, and blocked. An override asks for a reason and writes an audit row. That status does not block Procore, a property-management schedule, or a check. The gate is on Pro ($29/mo, up to 25 vendors), not on Free.
Office assistant tools
If you already run an assistant that speaks MCP, the sample exposes the same gate over POST /api/mcp with OAuth PRM discovery. Free is read-only MCP; writes and automation require Pro. The seeded sample-shop key runs on Pro. Optional — not required to use the gate.