Broker of Record

Settings

Permissions

Demo role switcher

This simulates role-based access without wiring auth yet.

Future API keys

Prepared environment

DATABASE_URL

PostgreSQL via Prisma

required

OPENAI_API_KEY

AI scoring and document review

blank

QUICKBOOKS_CLIENT_ID

QuickBooks OAuth

blank

TWILIO_ACCOUNT_SID

SMS notifications

blank

SENDGRID_API_KEY

Email notifications

blank