Vault · Score · Chase · Gate · MCP
Lead with the hard gate before mobilize — vault truth underneath. Equal-or-better workflow depth vs CertFocus / myCOI / Billy at a fraction of ACV.
COI vault + AI extract
ACORD 25 + schedules + endorsement pages. Confidence → human review. Certificate-holder ≠ AI badge. Ghost WC / $0 payroll flag.
Job / trade templates
Org defaults, job/owner exhibits (GC), portfolio + trade overrides (PM). Deficiency list in plain English.
Expiry chase
60/30/14/7 alerts. Magic-link upload (company-paid—no vendor annual fee). Broker-CC. Deficiency diff on re-upload (v1).
Hard job-gate
cleared / deficient / expired / blocked. Override policy (none / timed / dual-approve). Full audit. Morning at-risk digest.
MCP / agents
Authenticated /api/mcp tools: ingest, check_requirements, list_expiring, chase, block, morning brief. Free = read; Starter+ = write.