The control center for every agent, skill, and AI session in your firm.

One place to build agents, share skills, and monitor the firm’s AI work. Everything is deployed directly into your cloud, on your data.

Get started
AGENTS[01]

An agent for every job your desk already does.

Build agents in the platform and they automatically deploy straight into Claude, ChatGPT, Slack, and/or email. Scope each one by exactly what it can read, modify, and delete. Share them across specific teams to ensure the right people have access to the right agents.

Earnings Preview AgentOrg
running
Research · by Jordan Ellis · active 38m ago

Gathers internal notes over the last quarter, pulls internal estimates, consensus, and recent actuals to construct an earnings preview.

Scope
readmodifydelete
Connected tools
  • Visible Alpha80
  • Quartr926
  • Slack10
97%completion
$0.31avg / run
156runs · 7d
SKILL LIBRARY[03]

Curate, organize, and grow company context in one place.

Create skills that AI uses to answer questions, perform tasks, and make decisions the way your team does. Share them across teams so everyone grounds their work with pre-approved standards and practices. Automatically leverage them across AI vendors (Claude, ChatGPT, Cursor, etc.) to ensure methodological consistency across the firm.

Earnings PreviewOrg
v4
Research · by Priya Nair · updated Apr 18

Construct an earnings preview in our house style from internal notes over the last quarter, internal estimates, consensus, and recent actuals.

Version history
  • v4Add optional alt data updates sectionApr 18current
  • v3Add email connectorApr 02rollback
  • v2Segment-level model breakdownMar 21rollback
89%completion
$0.52avg / use
53uses · 7d
GOVERNED & MEASURED[04]

Reviewed before it ships, measured after it runs.

Every change to an org-wide agent or skill lands in a review queue, read with the author’s intent so nothing reaches the firm unread. Then every session is tracked and turned into engagement reviews, coaching for individuals and adoption for stakeholders.

Review queue2 pending
  • Model Builderagent

    Map sell-side line items to the firm template

    SKILL.md+9-2RejectApprove
  • Coverage Universe Syncagent

    Widen the small-cap screen to the full coverage list

    agent.json+12-3RejectApprove
Engagement reviewQ2 · all desks
  • Research3.4
  • Risk2.9
  • Operations2.6
  • Investor Relations3.1
42active users
318sessions
$9,840cost · qtr