StoneGate AI Control Center

Context Integrity

CRM, finance, task, asset, and agent feed source status. Recommendations are marked fresh, stale, missing, or demo.

Source	Owner	Last sync	Freshness	Missing fields	Conflicts	AI context status
CRM source	Raul	Demo seed only	Demo	Deal source, contact record, next meeting, stage dates	No connected CRM yet	Recommendations are demo-calibrated and require owner review.
Finance source	Henry	Missing	Missing	Invoices, collected cash, AR aging, contract terms, expenses	Finance cards are forecast assumptions only	Do not treat as live money data.
Task source	Codex	Current local seed	Fresh	External issue tracker integration	None in local seed	Useful for local planning, not an external source of truth.
Asset source	Sampson	Demo placeholders	Demo	Real proposal paths, version owner, client-safe approval	Client-safe labels need Raul approval	Quarantine client-facing artifacts until reviewed.
Agent feed source	Raul / Henry	Current local seed	Fresh	Run IDs, model logs, token receipts, artifact storage	Manual demo values only	Shows intended observability model, not actual automation telemetry.

Loaded context, durable truth, current build state, and missing integrations.

StoneGate contextOn track

Loaded from local memory and directive

Pricing/scope guardrails preserved unless Raul approves changes.

Canonical sourceAttention needed

Filesystem and Obsidian/QMD

Agentmemory is fast overlay; file-backed artifacts remain durable.

Current build memoryIn progress

This repo and reports

Docs capture build state for future agent handoff.

Missing live integrationsWaiting

CRM, finance, tasks, agent telemetry

Context integrity marks recommendations fresh, stale, missing, or demo.

Accuracy blockers that future agents must not treat as verified.

Area	Missing	Priority	Blocks accuracy	Provider	Suggested question
Coastal	Final package decision and current CRM/toolsControls whether Partner, Growth, or a staged path appears in live planning.	Critical	Yes	Raul / Coastal	What package language has already been shown to Shawn and Tom?
Coastal	QuickBooks access, field SOPs, and estimate follow-up processNeeded before finance, field accountability, and revenue leakage dashboards can be factual.	High	Yes	Coastal	Which finance and field tools are currently used every week?
MIRINS	Live work order intake format and Tillman reporting requirementsNeeded to make the work order and closeout fields accurate.	Critical	Yes	Sergei / MIRINS	Can MIRINS provide one sample work order and one closeout packet requirement list?
MIRINS	Technician roster, skills, certifications, and availabilityCrew assignment cannot be trusted without real readiness data.	High	Yes	MIRINS operations	Who is available for fiber, coax, emergency restoration, and QC work?