Ecosystem: register the Investment Intelligence triad + broker MCP policy + protection-layer mapping - #7
Conversation
…ker MCP policy, protection layers - ECOSYSTEM.md: replace phantom 'agentic-investor-os (in dev)' with the real triad (Starlight vertical substrate / FrankX iis private operator / business-os premium pack); money-path notes the trade-gate (human token above DCA, paper-first) - MCP-STRATEGY.md: broker MCP policy — adopt official Alpaca V2 / IBKR / Coinbase AgentKit below our own trade-gate governance layer; self-host OpenBB ODP, Ghostfolio, Actual Budget, Langfuse; explicit skip-list (FinGPT, hummingbot, Maybe, Monarch, LangSmith, Nous Portal; freqtrade as arms-length appliance) - PROTECTION-LAYERS.md: map the trade-gate into L1/L3/L5/L6/L7 Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01XJa7gWBFSzsF7N4zNEdQ8f
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Code Review
This pull request updates the ecosystem overview, MCP strategy, and protection layers documentation to integrate the new Investment Intelligence vertical and its trade-gate MCP governance framework. The review feedback focuses on improving documentation consistency by replacing informal, space-separated, or abbreviated repository and directory paths (such as 'SIS verticals' and 'IIS') with their fully qualified equivalents.
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| L3 OS FAMILY agentic-business-os · agentic-creator-os · investor OS (shipped as | ||
| agentic-business-os/packs/investor-os-pack + the engine at | ||
| SIS verticals/investment-intelligence; dedicated repo deferred) |
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For consistency and correctness of the repository path, use the fully qualified path Starlight-Intelligence-System/verticals/investment-intelligence instead of the space-separated abbreviation.
| L3 OS FAMILY agentic-business-os · agentic-creator-os · investor OS (shipped as | |
| agentic-business-os/packs/investor-os-pack + the engine at | |
| SIS verticals/investment-intelligence; dedicated repo deferred) | |
| L3 OS FAMILY agentic-business-os · agentic-creator-os · investor OS (shipped as | |
| agentic-business-os/packs/investor-os-pack + the engine at | |
| Starlight-Intelligence-System/verticals/investment-intelligence; dedicated repo deferred) |
| L0 SIS Wealth IS ──┐ (investment side: SIS verticals/investment-intelligence — | ||
| (thesis, gate ladder) │ 11-agent engine → trade-gate MCP: human token above DCA, | ||
| │ paper-first; brokers wired operator-local only) |
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Use a slash instead of a space in the directory path SIS/verticals/investment-intelligence to maintain consistent path formatting within the diagram.
| L0 SIS Wealth IS ──┐ (investment side: SIS verticals/investment-intelligence — | |
| (thesis, gate ladder) │ 11-agent engine → trade-gate MCP: human token above DCA, | |
| │ paper-first; brokers wired operator-local only) | |
| L0 SIS Wealth IS ──┐ (investment side: SIS/verticals/investment-intelligence — | |
| (thesis, gate ladder) │ 11-agent engine → trade-gate MCP: human token above DCA, | |
| │ paper-first; brokers wired operator-local only) |
| | Layer | Implemented in | | ||
| |---|---| | ||
| | L1 Audit | `agentic-creator-os` hooks · `payment-intelligence-system/mcp` | | ||
| | L1 Audit | `agentic-creator-os` hooks · `payment-intelligence-system/mcp` · trade-gate MCP append-only JSONL (`SIS verticals/investment-intelligence/mcp/trade-gate`) | |
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Use the fully qualified repository path Starlight-Intelligence-System/verticals/investment-intelligence/mcp/trade-gate instead of the abbreviated space-separated path to ensure consistency with the rest of the documentation (such as docs/MCP-STRATEGY.md).
| | L1 Audit | `agentic-creator-os` hooks · `payment-intelligence-system/mcp` · trade-gate MCP append-only JSONL (`SIS verticals/investment-intelligence/mcp/trade-gate`) | | |
| | L1 Audit | `agentic-creator-os` hooks · `payment-intelligence-system/mcp` · trade-gate MCP append-only JSONL (`Starlight-Intelligence-System/verticals/investment-intelligence/mcp/trade-gate`) | |
| | L1 Audit | `agentic-creator-os` hooks · `payment-intelligence-system/mcp` · trade-gate MCP append-only JSONL (`SIS verticals/investment-intelligence/mcp/trade-gate`) | | ||
| | L2 Circuit breaker | `agentic-creator-os` hooks (applied to income agents) | | ||
| | L3 Agent IAM | `agentic-creator-os` IAM profiles | | ||
| | L3 Agent IAM | `agentic-creator-os` IAM profiles · IIS agent catalog `tools_denied` (all 11 agents denied `execution-platforms` + `credential-stores`) | |
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Refer to the FrankX/iis directory path explicitly instead of using the abbreviation IIS to maintain consistency with how other repository and directory paths are referenced in this document.
| | L3 Agent IAM | `agentic-creator-os` IAM profiles · IIS agent catalog `tools_denied` (all 11 agents denied `execution-platforms` + `credential-stores`) | | |
| | L3 Agent IAM | `agentic-creator-os` IAM profiles · `FrankX/iis` agent catalog `tools_denied` (all 11 agents denied `execution-platforms` + `credential-stores`) | |
Addresses the review comments on this PR: script paths carry their repo-root prefix; abbreviated repo/directory references replaced with fully-qualified paths. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01XJa7gWBFSzsF7N4zNEdQ8f
PR hospital triage 2026-08-07 — PARK (draft)Disposition: leave draft. Ecosystem registration — small but stale (July); freshness check before promote.
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2 participants
What
Control-plane updates for the 2026-07-02 Wealth OS consolidation (board record: Starlight
docs/boards/2026-07-02-investment-intelligence-vertical-spawn.md).ECOSYSTEM.md: the phantomagentic-investor-os (in dev)at L3 is replaced with the real triad — Starlightverticals/investment-intelligence(substrate engine + trade-gate MCP) / FrankXiis/(private operator instance) /agentic-business-os/packs/investor-os-pack(premium). Money-path diagram notes the investment slice (11-agent engine → trade-gate: human token above DCA, paper-first, brokers operator-local only).docs/MCP-STRATEGY.md: new "Investing: broker MCP policy" section — adopt official broker MCPs (Alpaca V2 paper-by-default, IBKR AI-Instructions as the EU/NL human-gated live path, Coinbase AgentKit session caps) below our own trade-gate governance layer; self-host OpenBB ODP / Ghostfolio / Actual Budget / Langfuse as the sovereign tier; explicit skip-list (FinGPT/FinRL, hummingbot, Maybe, Monarch, LangSmith, Nous Portal; freqtrade as an arms-length GPL appliance).docs/PROTECTION-LAYERS.md: trade-gate mapped into the 7 layers (L1 append-only JSONL audit · L3 catalogtools_denied· L5 trading sibling of payments governance · L6 investment-gate eval lane · L7 human token in code).Verification
No stray
agentic-investor-osreferences remain (grep). L0–L7 layer references resolve. Docs-only.Sibling PRs: Starlight-Intelligence-System #32, FrankX, agentic-business-os, starlight-evals.
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https://claude.ai/code/session_01XJa7gWBFSzsF7N4zNEdQ8f
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