Public tooling catalogue

The practical operating roles, data flows and product dependencies behind Risk Dimensions and Kestrel.

Local, sourced inventory

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Component	Runs where	Purpose	Inputs → outputs	Operating role	Status

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Complete static inventory
Component	Location	Purpose	Inputs	Outputs	Owner	Status
Dell telemetry	Future independent observer	Planned telemetry and health observation, separate from the production runtime.	Planned health signals	Planned attended health evidence	Telemetry	Planned
M4c	Luke's support workstation	Technical support with role-level SSH relationships to Spark and Macbook4.	Owner-authorized support work	Support activity	Luke — support role	Role described
Macbook4	Mark's MacBook	The human operating desk for work, browser interfaces and approvals.	Human work and approvals	Operating requests and reviewed outputs	Mark	Role described
Spark	Primary runtime	Hosts the shared data, API, scheduling and agent runtime.	Approved data and operational work	Data, APIs, worker outputs and inference	RD runtime	Role described
Cloudflare object storage	Cloudflare	Documented object-storage support for approved media and intake flows.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Cloudflare Pages	Cloudflare	Publishes the static product and architecture frontends.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Cloudflare routing and access	Cloudflare	Connects approved domains, delivery routes and access boundaries.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Cloudflare Workers	Cloudflare	Runs documented product edge, proxy and intake logic.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Jujutsu and GitHub	Development and release plane	Provides isolated source work, version history and release handoffs.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Native service supervision	Spark	Runs and schedules native services and timers.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Resources catalogue	Shared data plane	Records feeds, datasets, interfaces and data-family lineage.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Working-file exchange	Operator and runtime workspaces	Transfers approved files and manifests between working environments.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Workload credential custody	Protected service plane	Keeps service material in its intended workload boundary.	Approved configuration or working inputs	Scoped platform capability	Platform function	Documented component
Alfred / Hermes runtime	Shared runtime / approved boundary	Supports the COO agent role and approved tool operations.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Browser-assistance boundary	Shared runtime / approved boundary	Separates bounded browser assistance from unrestricted account access.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Business workspace and read boundary	Shared runtime / approved boundary	Provides bounded business-context retrieval and internal working interfaces.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Communications and CRM processing	Shared runtime / approved boundary	Normalizes approved business inputs into working ledgers and views.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Edge-to-backend connectivity	Shared runtime / approved boundary	Provides the configured delivery transport boundary.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Local model serving	Shared runtime / approved boundary	Provides a local inference runtime where commissioned.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Native workers and operational checks	Shared runtime / approved boundary	Provides documented data processing, freshness checks and operational evidence.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Private operating transport	Shared runtime / approved boundary	Supports approved private machine and support relationships.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Product data API	Shared runtime / approved boundary	Serves approved product data and analytical interfaces.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Relational data runtime	Shared runtime / approved boundary	Hosts the approved relational data plane.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Research-memory processing	Shared runtime / approved boundary	Routes retained research and operational evidence into approved memory stores.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Worker dispatch gateway	Shared runtime / approved boundary	Connects approved workflow dispatch to backend workers.	Approved requests or job inputs	Bounded responses, persisted outputs or operational evidence	Runtime function	Documented component
Annual filings ingestion	Documented worker family	A source-documented worker reference, not a deployed-runtime or health certification.	Approved source observations	Annual filing facts and reconciliation context	Data processing	Documented component
Company-universe ingestion	Documented worker family	A source-documented worker reference, not a deployed-runtime or health certification.	Approved source observations	Company reference and financial context	Data processing	Documented component
Economic-series ingestion	Documented worker family	A source-documented worker reference, not a deployed-runtime or health certification.	Approved source observations	Macroeconomic series observations	Data processing	Documented component
Fiscal and macro ingestion	Documented worker family	A source-documented worker reference, not a deployed-runtime or health certification.	Approved source observations	Fiscal-history and macroeconomic observations	Data processing	Documented component
Institutional holdings ingestion	Documented worker family	A source-documented worker reference, not a deployed-runtime or health certification.	Approved source observations	Institutional filing and holdings context	Data processing	Documented component
Narrative-feed ingestion	Documented worker family	A source-documented worker reference, not a deployed-runtime or health certification.	Approved source observations	Documented narrative intelligence feed	Data processing	Documented component
Native service and timer schedules	Shared runtime	Native scheduling complements n8n; each job has its own execution contract.	Clock or approved event	Scheduled service dispatch	Scheduling	Documented component
Regional yield ingestion	Documented worker family	A source-documented worker reference, not a deployed-runtime or health certification.	Approved source observations	Documented government yield observations	Data processing	Documented component
Bank of England yield data	External / approved integration	Documented UK nominal yield-curve observations.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
BLS labor and inflation data	External / approved integration	Documented labor-market and inflation observations.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Bundesbank term structure	External / approved integration	Documented German term-structure observations.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
China government-yield data	External / approved integration	Documented government-yield observations and curve context.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
ECB yield data	External / approved integration	Documented euro-area yield and macroeconomic observations.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
FMP company financials	External / approved integration	Company financial statements, growth and valuation datasets.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
FMP funds and ownership	External / approved integration	Documented fund-reference, filing and ownership datasets.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
FMP market and reference data	External / approved integration	Documented market observations, reference data, news and calendars.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
FRED macroeconomic data	External / approved integration	Documented macroeconomic series and historical observations.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Hosted model integration	External / approved integration	Hosted model inference where separately commissioned.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Legacy business-record integration	External / approved integration	A documented integration; current availability and permissions are not certified here.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Local model adapter	Documented local integration	A documented local inference adapter; not a current model-version claim.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Microsoft business-data integration	External / approved integration	Approved business messaging and calendar context through bounded interfaces.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Narrative-intelligence adapter	External / approved integration	Documented narrative intelligence and media context.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
SEC EDGAR annual facts	External / approved integration	Documented as-reported annual financial facts for reconciliation.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Source-management integration	External / approved integration	Documented source history and reviewed release integration.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Travel-data adapter	External / approved integration	A documented travel integration; individual bookings and credentials are not published.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
U.S. Treasury Fiscal Data	External / approved integration	Documented debt, fiscal-flow, interest and auction observations.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
World Bank macro data	External / approved integration	Documented macroeconomic reference series.	Approved requests or source observations	Documented data / integration results	Provider integration	Documented component
Annual company financials	Shared data plane	Documented annual financial observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Curated fiscal references	Shared data plane	Curated narrative and historical research references	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Curated reference library	Shared data plane	Documented reference-library context	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Curated research themes	Shared data plane	Theme context for the intelligence layer	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Daily fiscal debt history	Shared data plane	Documented daily debt observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Debt maturity structure	Shared data plane	Documented marketable-debt and maturity observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Debt-limit observations	Shared data plane	Documented statutory-limit context	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Financial reconciliation	Shared data plane	Source-to-source financial comparison	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Financial reconciliation history	Shared data plane	Recorded financial-reconciliation context	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Fiscal interest expense	Shared data plane	Documented interest-expense observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Fiscal interest-rate history	Shared data plane	Documented cost-of-carry observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Fiscal receipts and outlays	Shared data plane	Documented fiscal-flow observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Forward release calendar	Shared data plane	Scheduled releases, observations and surprise context	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Gold-reserve observations	Shared data plane	Documented reserve observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Institutional filing headers	Shared data plane	Documented filing-period metadata	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Institutional fund reference	Shared data plane	Institutional fund identity and filing context	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Institutional holdings	Shared data plane	Documented filing-based holdings observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Instrument metadata	Shared data plane	Documented instrument and classification reference	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Intraday digital-asset observations	Shared data plane	Finer-grained observations alongside daily history	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Long-run fiscal debt history	Shared data plane	Documented annual fiscal history	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Macro-series catalogue	Shared data plane	Definitions, units, frequencies and data lineage	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Market history	Shared data plane	Historical price and return observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
News and event corpus	Shared data plane	Documented news observations for research context	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Private business-context records	Shared data plane	Operational business context; individual records are not published	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Private operational recordkeeping	Shared data plane	Internal process evidence; underlying records are not published	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Realized macro history	Shared data plane	Historical macro and fiscal series, distinct from release calendars	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Research-access registry	Shared data plane	Documented research-access bookkeeping; credentials are not published	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Research-context records	Shared data plane	Curated research context; underlying private records are not published	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Resource definitions	Shared data plane	Documented feed, dataset and interface catalogue	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Return-outlier analytics	Shared data plane	Documented extreme-return observations	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Risk analytics	Shared data plane	Documented rolling risk and downside metrics	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Securities reference	Shared data plane	Instrument identity and reference attributes	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Trading calendar	Shared data plane	Exchange dates and market-session alignment	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Treasury-auction observations	Shared data plane	Documented auction and demand context	Approved ingestion or curated input	Approved data / research consumer	Data stewardship	Documented component
Approval-gated action workflows	n8n / documented worker boundary	Retained snapshot: 5 workflows, 4 non-archived and 1 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
Business-ingestion workflows	n8n / documented worker boundary	Retained snapshot: 7 workflows, 7 non-archived and 0 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
Fiscal and macro workflows	n8n / documented worker boundary	Retained snapshot: 3 workflows, 3 non-archived and 0 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
Market and data workflows	n8n / documented worker boundary	Retained snapshot: 22 workflows, 22 non-archived and 0 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
News and event workflows	n8n / documented worker boundary	Retained snapshot: 6 workflows, 6 non-archived and 0 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
Operational-evidence workflows	n8n / documented worker boundary	Retained snapshot: 7 workflows, 6 non-archived and 1 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
Research and interpretation workflows	n8n / documented worker boundary	Retained snapshot: 8 workflows, 8 non-archived and 0 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
Retained legacy workflows	n8n / documented worker boundary	Retained snapshot: 4 workflows, 0 non-archived and 4 archived. Not successful-run evidence.	Approved trigger / source input	Bounded dispatch and persisted evidence	Workflow function	Documented component
Agent tool adapters (MCP)	Approved agent clients	Documented adapters for code tools, financial data and memory; configuration is separate from a live connection.	Approved tool request	Scoped adapter result	Agent tooling	Documented component
Company Fundamentals	Product / shared intelligence plane	Company research, financials, valuation and contextual interpretation.	Approved data, analytics and framework context	Product or interpretation surface	Product function	Documented component
Global Scorecard	Product / shared intelligence plane	Cross-asset dashboard, securities, news, events and analytics.	Approved data, analytics and framework context	Product or interpretation surface	Product function	Documented component
Intelligence Engine	Product / shared intelligence plane	Shared curation/scoring and Pulse / Rationale / Coach component.	Approved data, analytics and framework context	Product or interpretation surface	Product function	Documented component
Portfolio Analyzer	Product / shared intelligence plane	Listed/bespoke return-series analysis, simulations and diagnostics.	Approved data, analytics and framework context	Product or interpretation surface	Product function	Documented component
Sovereign Fiscal Monitor	Product / shared intelligence plane	Debt, deficit, maturity and fiscal-history monitoring.	Approved data, analytics and framework context	Product or interpretation surface	Product function	Documented component
Analyst workbench	Research / teaching distribution	Documented orientation, notebooks, spreadsheets and versioned analytical calculations.	Approved scope and onboarding	Permitted research / analysis	Research access	Documented component
CUNY analyst access	Research / teaching distribution	WIP cohort access through approved read-only data with private analytical scratch space.	Approved scope and onboarding	Permitted research / analysis	Research access	WIP
CUNY curated API seats	Research / teaching distribution	WIP cohort access through curated, scoped REST interfaces.	Approved scope and onboarding	Permitted research / analysis	Research access	WIP
Mentor and manager tooling	Research / teaching distribution	Documented manager/onboarding and cohort-tooling work in progress.	Approved scope and onboarding	Permitted research / analysis	Research access	WIP

How to read the public catalogue

This is an architecture and tooling catalogue, not an operational health dashboard. Documented components, described roles, planned work and WIP remain distinct.

Operating roles describe functions, not published credentials, grants or administrative identities. The full operational inventory is maintained separately.

How the sources were combined

Dell telemetry is planned. CUNY-specific seat rollout remains WIP. Historical source counts and seat foundations do not certify today's deployment or permissions. No credentials, management identifiers, private records or operational failure states are published in this catalogue.