TARS COMMAND CENTER
JE
JERRY ▾
⚡ APATHY KILLS · BUILD WHAT YOU DREW · NO OPEN LOOPS
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Good morning, Jerry.
Here's what's on your plate.
YOUR PROGRESS
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P1 🔴
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🔴 P1 CRITICAL — YOUR ITEMS
⛔ OPEN / NEEDED
🔄 IN PROGRESS
✅ COMPLETED
TEAM TASK VIEW — ECH MANAGEMENT SERVICES LLC
JE JERRY — OWNER
Done: 0
Open: 0
Total: 0
A ASHLEY — OPS
Done: 0
Open: 0
Total: 0
⚠ BLOCKING — ASHLEY ITEMS UNBLOCK JERRY
→ Ashley sets up DocuSign account → unlocks DocuSign MCP form + Cowork connector
→ Ashley logs into Team account → unlocks Team collaboration features
→ Ashley populates RentRedi rent roll → unlocks live occupancy reporting
ECH MANAGEMENT SERVICES LLC — TEAM PLAN — V4 — CONFIDENTIAL
COMPLETE
NEEDED
IN PROGRESS
UPCOMING
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Upcoming
Section 1 — Export & Account
prereq▼
✓
Export Pro account data — Settings → Privacy → Export Data → save to Drive 05_SESSION_LOGS + local backup
DONE
✓
Cancel Pro subscription — Settings → Billing
DONE
✓
Create Team account at claude.ai/upgrade using jerry.eads@echmanagement.services
DONE
Invite Ashley as second seat — Standard seat
P1ASHLEY
Ashley: log into new Team account on Claude Desktop and confirm access
P1ASHLEY
Section 2 — Boot Prompt
day 1▼
✓
Paste TARS BOOT PROMPT V1 as first message in new Team account
DONE
✓
Confirm TARS ONLINE — TEAM EDITION response received
DONE
✓
Upload migration files: conversations.json, memories.json, projects.json, TARS_MEMORY.docx, COWORK CONVERSATIONS.docx
DONE
✓
All 14 AI roles + 14 supported commands loaded into TARS memory — V16 doctrine stack confirmed
DONE
✓
V16 Operating Manual uploaded + set as locked baseline — DSCR/LTV/Liquidity thresholds confirmed in memory
DONE
Section 3 — AI Executive Team (17 Projects)
rebuild▼
✓
DIGITAL_JERRY_OPERATIONS — created, instructions loaded, V16 + doctrine uploaded, tested
DONE
✓
GPT_VIRTUAL_CHIEF_OF_STAFF — created, instructions loaded, tested
DONE
✓
GPT_FINANCIAL_CONTROLLER — created, instructions loaded, tested
DONE
✓
GPT_PORTFOLIO_CFO — created, instructions loaded, tested
DONE
✓
GPT_TREASURY_LIQUIDITY_CONTROL — created, instructions loaded, tested
DONE
✓
GPT_MASTER_EXECUTIVE_DASHBOARD — created, instructions loaded, tested
DONE
✓
GPT_INVESTMENT_COMMITTEE — created, instructions loaded, tested
DONE
✓
GPT_ASSET_MANAGEMENT_STRATEGY — created, instructions loaded, tested
DONE
✓
GPT_CONSTRUCTION_DEVELOPMENT_OVERSIGHT — created, instructions loaded, tested
DONE
✓
GPT_PROPERTY_MANAGEMENT_GOVERNANCE — created, instructions loaded, tested
DONE
✓
GPT_RISK_MANAGEMENT — created, instructions loaded, tested
DONE
✓
GPT_LEGAL_GOVERNANCE — created, instructions loaded, tested
DONE
✓
GPT_MARKET_RESEARCH — created, instructions loaded, tested
DONE
✓
GPT_DESIGNER_VIRTUAL_STAGER — created, instructions loaded, tested
DONE
✓
GPT_API_CONNECTOR_ARCHITECT — created, instructions loaded, tested
DONE
Market Expert — verify instructions loaded, test against market queries
P2
Cross-test routing: confirm GPT_VIRTUAL_CHIEF_OF_STAFF correctly routes to all 16 downstream projects
P2
Section 4 — Cowork Connectors
connect▼
✓
Claude Desktop + Cowork installed on Ashley's office machine
DONEASHLEY
✓
Google Drive synced locally as G: drive on Ashley's machine
DONE
✓
ECH-FINANCIAL-OPERATIONS skill built and enabled in Cowork
DONE
✓
Google Drive connected in Cowork — ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM vault accessible
DONE
✓
QuickBooks dropped — too expensive. TARS Finance App built to replace it.
REPLACED
✓
TARS Finance App v1.0 built — P&L, Cash Flow, Balance Sheet, Consolidated, Weekly Summary — Friday 1PM auto-run live
DONEAUTOMATED
✓
Claude in Chrome connected — Echmanagement Teams workspace authorized Apr 26, 2026. Browser automation fully operational.
DONELIVE
✓
TARS Boot Command updated to V2 — FoundationLedger, Chrome, Finance App, PAT note, Ashley weekly routine all included
DONE
Ashley: Set up DocuSign production account — echmanagement.services domain
P2ASHLEY
Fill out DocuSign MCP Beta access form — need production account email + account ID first
P2
Connect DocuSign in Cowork Connectors once account + MCP beta access confirmed
P2
Connect RentRedi — Claude in Chrome permanent login on Ashley's machine for automated rent roll reads
P1ASHLEY
~
Reventure App — awaiting API response. Chrome scrape fallback operational via scheduled task
P2AWAITING RESPONSEFALLBACK ACTIVE
✓
Weekly Executive Pulse confirmed live on Teams account — fires Monday 8:08 AM — next run in 2 days
DONELIVE
Section 5 — Google Drive Vault
build▼
✓
Full audit of ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM vault completed — corrected folder map delivered
DONE
✓
All entity subfolders verified — EADS Industries, ECH Developments, ECH Management, construction entities
DONE
✓
ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM_VAULT_MAP_V1.docx generated and saved
DONE
✓
FULL V16 vault structure built — 57 folders across all 6 root nodes (00–05) per V16 spec
DONE
✓
Construction entities fully built — JP_EADS, E&S Concrete, EADS Tools — 8 subfolders each incl. 08_DRAWS_AND_LIEN_WAIVERS
DONE
✓
JV/SPV branch built — 03_JV_SPV_ENTITIES + 00_DEAL_TEMPLATE inside 02_ASSET_HOLDING_ENTITIES
DONE
✓
11_RISK_WATCHLIST + 12_MARKET_INTELLIGENCE + 13_ACQUISITION_PIPELINE — all built in 04_PORTFOLIO_LEVEL_REPORTING
DONE
✓
05_DIGITAL_JERRY_SYSTEM built — 5 subfolders: DOCTRINE_STACK, GPT_PROMPTS, CANON_CONSTITUTION, OPERATING_MANUALS, SESSION_LOGS
DONE
Section 6 — Financial Templates & Files
build▼
✓
14 V2 files built — 4 Word SOPs + 10 Excel templates, zero formula errors confirmed
DONE
✓
A-ESS scoring system built — 4 weighted pillars, phase-gated thresholds, contamination locks
DONE
✓
AI Financial Operations Manual V16 (Claude Edition) locked as current baseline
DONE
✓
3 KPI templates built — GLOBAL_CASH_SNAPSHOT, CONTAMINATION_STATUS, PROJECT_PHASE_ROSTER — live in 02_KPI_DASHBOARDS
DONE
Load live Altra Bank balances into all 3 weekly KPI input files before first Monday Pulse run
P1MANUAL INPUT
Clear 3 active A-ESS exceptions — identify, resolve, and document each
P1
Populate RENT_ROLL_MASTER_V2.xlsx with live RentRedi data
P1ASHLEY
✓
LENDER_PACKET_COVER_SHEET_V1.docx — built, live in 08_TEMPLATES_FORMS
DONE
✓
ENTITY_ONE_PAGER_V1.docx — built, live in 08_TEMPLATES_FORMS
DONE
✓
DRAW_REQUEST_FORM_V1.docx — built, live in 08_TEMPLATES_FORMS
DONE
✓
LIEN_WAIVER_CONDITIONAL_V1.docx + LIEN_WAIVER_UNCONDITIONAL_V1.docx — both built, live in 08_TEMPLATES_FORMS
DONE
Section 7 — Weekly Executive Pulse
ops▼
✓
Weekly Executive Pulse scheduled — Mondays 8:00 AM recurring task built
DONEAUTOMATED
✓
Task reads KPI input files, runs A-ESS scoring cycle, saves output to Drive, flags RED exceptions
DONE
✓
Scheduled task confirmed live on Teams account — task ID: tars-weekly-executive-pulse — next run Mon Apr 20
DONELIVE
Run first live Monday pulse with real Altra Bank data — verify output and A-ESS scoring accuracy
P1
✓
RentRedi monthly auto-read scheduled — 1st of month 8:00 AM — reads INBOX CSV, processes rent roll, saves to Drive, posts to Slack
DONELIVE
Section 8 — AI Opportunities Pipeline
pipeline▼
~
Reventure App — API outreach sent to helpdesk@reventure.app (Elijah). Awaiting escalation. Chrome fallback active.
P1AWAITING RESPONSE
✓
RentRedi automation — RESOLVED via Claude in Chrome. Monthly rent roll read deployed.
RESOLVEDAUTO
Create CASE_STUDY_001_REVENTURE_APP.docx → save to 06_AI_OPPORTUNITIES → 02_CASE_STUDIES
P2
Create CASE_STUDY_002_RENTREDI.docx → save to same location
P2
Create PARTNER_COMMS_REVENTURE_2026-04.docx → save to 04_PARTNER_COMMUNICATIONS
P2
→
If Reventure partners: build MCP server connecting to their internal data endpoints
P3
→
Monitor RentRedi for public API announcement — first mover opportunity
P3
Section 9 — Lending & Capital Strategy
active▼
✓
Altra Bank confirmed as primary bank across all entities. VeraBank = transient only / always $0.
CONFIRMED
✓
Global LTV 45-50%. Average DSCR ≈1.8. Liquidity reserve ≈$500K. Capital rules in A-ESS.
DONE
~
Transitioning from deal-by-deal to programmatic lending — portfolio lines, revolvers, repeatable credit facilities
P2IN PROGRESS
Build Lender Packet — Lender Cover Sheet + Entity One-Pager + supporting docs
P2
→
Scale portfolio from ≈100 to 200+ units — Mabank, Athens, Malakoff TX markets
P3
Section 10 — Ashley Weekly Recurring Routine
ashleyRECURRING▼
💰 MONEY MONDAY — Every Monday
Deposits · Bills · Reconciliation · INBOX prep
Deposit all collected rent and any incoming payments into Altra Bank accounts
ASHLEYMONEY MONDAYWEEKLY
Pay all outstanding bills due this week — vendors, utilities, insurance, mortgage payments
ASHLEYMONEY MONDAYWEEKLY
Log into all Altra Bank accounts — check all balances, verify no unexpected charges or holds
ASHLEYMONEY MONDAYWEEKLY
Ensure all accounts are reconciled — every transaction accounted for, nothing unresolved
ASHLEYMONEY MONDAYWEEKLY
Note anything that needs to be paid later this week — flag for Jerry if approval needed
ASHLEYMONEY MONDAYWEEKLY
Download Excel/CSV transaction exports from ALL Altra Bank accounts
ASHLEYMONEY MONDAYWEEKLY
Rename each export file using naming convention: ENTITY_CODE_YYYY_MM.xlsx (e.g. ECH_MGMT_2026_04.xlsx)
ASHLEYMONEY MONDAYWEEKLY
Drop all renamed files into ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM → INBOX — TARS picks them up automatically on Friday
ASHLEYMONEY MONDAYWEEKLY
📊 FINANCIAL FRIDAY — Every Friday
Reports · Accuracy check · Email · Distribute
Confirm TARS auto-ran at 1:00 PM — check 04_PORTFOLIO_LEVEL_REPORTING → 10_OUTPUTS → 05_FINANCIAL_REPORTS for this week's PDFs
ASHLEYFINANCIAL FRIDAYWEEKLY
Open each entity report — spot-check figures for accuracy. Flag anything that looks off.
ASHLEYFINANCIAL FRIDAYWEEKLY
Review any UNCATEGORIZED transactions flagged in reports — add keyword to chart_of_accounts.json so TARS auto-categorizes next time
ASHLEYFINANCIAL FRIDAYWEEKLY
Update BALANCE_SHEET_INPUTS.xlsx — enter current mortgage balances, AR, AP, and any manual items for each entity
ASHLEYFINANCIAL FRIDAYWEEKLY
Email reports to Jerry — attach all 5 PDFs (3 entity + Consolidated + Weekly Summary) — subject: "TARS Financial Reports — Week of [date]"
ASHLEYFINANCIAL FRIDAYWEEKLY
Print Consolidated report and Weekly Summary — file physical copy in office binder
ASHLEYFINANCIAL FRIDAYWEEKLY
Archive INBOX files — move processed exports to ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM → INBOX → PROCESSED → YYYY_MM folder
ASHLEYFINANCIAL FRIDAYWEEKLY
Section 12 — System Organization & Security
ops▼
✓
Desktop fully organized — 130+ loose files sorted into 20+ named folders. Naming conventions fixed. AI content consolidated into AI_PLATFORM/. Apr 26, 2026.
DONEASHLEY MACHINE
✓
CLAUDE TEAM UPGRADE reorganized — DOCTRINE/, PLAYBOOKS/, FINANCIAL_REPORTS/, ARCHIVE/ created. All 30+ naming violations fixed. Root is clean.
DONE
✓
ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM organized — DOCTRINE/ cleaned, numbered file prefixes removed, playbooks separated, V2 templates preserved
DONE
✓
Master Credentials Log built — ECH_MASTER_CREDENTIALS_LOG.xlsx — encrypted (AES), 30 entries across 8 categories, all Ashley access enabled
DONEASHLEY
✓
Desktop connected to Cowork — C:\Users\ashle\OneDrive\Desktop — TARS now has full access to organize and manage files
DONECONNECTED
Change credentials file open password from ECH2026! to your own — File → Info → Protect Workbook → Encrypt with Password
P1
Fill in password column in ECH_MASTER_CREDENTIALS_LOG.xlsx for all 30 entries
P1MANUAL
Rename "AI TEAM BUILDING MAP" folder on Desktop — OneDrive locked it during automated rename. Manual rename needed.
P3MANUAL
Section 11 — FoundationLedger · ECH is Customer Zero
new product▼
🏗️ STRATEGY — ECH IS CUSTOMER ZERO
ECH Management runs on FoundationLedger production. Real data = real proof. Demo mode (false data) activates via config when showing prospects. Kill two birds — ECH gets automated financials, FoundationLedger gets a live case study.
🤖 AI OPPORTUNITIES — FOUNDATIONLEDGER
AI Financial Narrative
TARS reads Friday P&L + Cash Flow → writes plain-English executive summary → pushes to Slack. No human interpretation needed.
P1 — BUILD
AI Deal Underwriting
Drop an address or deal sheet → TARS pulls comps, runs DSCR/LTV, scores the deal, flags capital rule breaches. Output: one-page acquisition brief.
P1 — BUILD
Predictive Cash Flow
12-month rolling cash flow forecast per entity. Flags shortfalls 60 days out. Alerts Jerry before the problem, not after.
P1 — BUILD
AI Tenant Screening + Comms
Auto-score applicants from RentRedi data. Draft delinquency notices, lease renewals, maintenance responses. Ashley reviews + sends — cuts her time in half.
P2
Natural Language Financial Query
"What was my net income across all entities last quarter?" → TARS reads the reports and answers in plain English. No spreadsheet hunting.
P2
FoundationLedger AI Features → SaaS Differentiator
Every AI feature built for ECH becomes a paid feature in FoundationLedger. ECH proves it. FL sells it. Same build, two revenue streams.
PRODUCT MOAT
✓
Strategy redirect: ECH Management = Account #ECH_0001 (Customer Zero). Product built on live data. Apr 27, 2026.
DONE
✓
foundationledger.com LIVE — domain registered, GitHub Pages deployed, DNS configured
DONELIVE
✓
Financial engine built — P&L, Cash Flow, Balance Sheet, Consolidated, Weekly Summary — Friday 1PM auto-run
DONERUNNING
✓
FoundationLedger config built — foundationledger_config.json · production/demo mode switch · branding · account identity
DONE
✓
Demo data file built — demo_data.json · fictional 12-unit portfolio · activates when mode = demo · never exposes real ECH data
DONE
✓
Roadmap: web app first (Next.js + FastAPI + Supabase + Stripe) → Plaid bank feeds second
DECIDED
✓
FoundationLedger branding applied to all PDF reports — FL logo, green header, account name, demo watermark, dark theme. Approved Apr 27.
DONEAPPROVED
Phase 1 web app: Next.js + FastAPI + Supabase auth + Stripe billing — ECH logs in, sees live dashboard
P1
Connect demo mode to landing page — "Request Demo" CTA loads demo_data reports, never ECH real data
P1
⚡ TOMORROW — Complete Plaid risk diligence questionnaire → dashboard.plaid.com → "Get production access" → enables real Altra Bank connection → kills Ashley's Monday CSV step permanently
P1DO TOMORROW
~
Phase 2: Plaid bank feed — account created, sandbox keys saved, plaid_feed.py built. Pending: risk diligence for production access.
P1PENDING DILIGENCE
First 10 paying customers — use ECH reports as live demo · reach out to Texas RE operator network
P2
ECH MANAGEMENT SERVICES LLC / EADS INDUSTRIES LLC — TEAM PLAN — V4 — CONFIDENTIAL
📅 WEEKLY RECURRING TASKS — WEEK OF —
Monday
💰 Money Monday — Deposits · Bills · Bank Reconciliation · INBOX Prep
0/0▼
Deposit all collected rent and incoming payments into Altra Bank accounts
ASHLEYMONEY MONDAY
Pay all outstanding bills due this week — vendors, utilities, insurance, mortgage payments
ASHLEYMONEY MONDAY
Log into all Altra Bank accounts — check all balances, verify no unexpected charges or holds
ASHLEYMONEY MONDAY
Reconcile all accounts — every transaction accounted for, nothing unresolved
ASHLEYMONEY MONDAY
Note anything due later this week — flag for Jerry if approval needed
ASHLEYMONEY MONDAY
Download Excel/CSV transaction exports from ALL Altra Bank accounts
ASHLEYMONEY MONDAY
Rename each file using naming convention: ENTITY_CODE_YYYY_MM.xlsx — see Ashley File Guide in Resources
ASHLEYMONEY MONDAY
Drop all renamed files into ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM → INBOX — TARS picks them up automatically on Friday at 1PM
ASHLEYMONEY MONDAY
Tuesday
🔌 Tech Tuesday — System Health · Connector Check · Platform Review
0/0▼
🔌 CONNECTOR STATUS CHECK
Open TCC → STATUS tab → verify all connectors are green
Open TCC Status tab — verify all LIVE connectors still show green (Gmail, Calendar, Drive, Slack, Zapier, Filesystem)
ASHLEYTECH TUESDAY
Check DocuSign — still on trial or has it expired? If expired, flag for Jerry to decide on plan
ASHLEYTECH TUESDAY
Check Monday.com and Gusto connector status — if either shows PENDING, follow up on connecting and report to Jerry
ASHLEYTECH TUESDAY
Check scheduled tasks panel — confirm Weekly Executive Pulse (Mon 8:08AM), RentRedi Read (1st of month), and Finance App (Fri 1PM) all show LIVE
ASHLEYTECH TUESDAY
🧠 AI PLATFORM REVIEW
New tools · App updates · Anything that could improve the system
Check Cowork for any plugin or skill updates — open Cowork → check for available updates or new plugins in the marketplace
ASHLEYTECH TUESDAY
Review existing apps (RentRedi, Zapier, DocuSign, Monday.com, Gusto) — any new features, announcements, or pricing changes? Note anything relevant.
ASHLEYTECH TUESDAY
Identify any new technology, app, or AI tool that could improve ECH operations — property management, construction, finance, communication, automation
ASHLEYTECH TUESDAY
Write up a brief Tech Tuesday summary — what's connected, what changed, any recommendations — and message Jerry in Slack or email with findings
ASHLEYTECH TUESDAY
Wednesday
Add Wednesday tasks here as needed
0/0▼
No recurring tasks yet — add them as workflows are established.
Thursday
Add Thursday tasks here as needed
0/0▼
No recurring tasks yet — add them as workflows are established.
Friday
📊 Financial Friday — Reports · Accuracy Check · Email · Distribute
0/0▼
Confirm TARS auto-ran at 1:00 PM — check 04_PORTFOLIO_LEVEL_REPORTING → 10_OUTPUTS → 05_FINANCIAL_REPORTS for this week's PDFs
ASHLEYFINANCIAL FRIDAY
Open each entity report — spot-check figures for accuracy. Flag anything that looks off to Jerry.
ASHLEYFINANCIAL FRIDAY
Review UNCATEGORIZED transactions flagged in reports — add keyword to chart_of_accounts.json so TARS auto-categorizes next time
ASHLEYFINANCIAL FRIDAY
Update BALANCE_SHEET_INPUTS.xlsx — enter current mortgage balances, AR, AP, and any manual items for each entity
ASHLEYFINANCIAL FRIDAY
Email reports to Jerry — attach all 5 PDFs (3 entity + Consolidated + Weekly Summary) — subject: "TARS Financial Reports — Week of [date]"
ASHLEYFINANCIAL FRIDAY
Print Consolidated report and Weekly Summary — file physical copy in office binder
ASHLEYFINANCIAL FRIDAY
Archive INBOX files — move processed exports to ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM → INBOX → PROCESSED → YYYY_MM folder
ASHLEYFINANCIAL FRIDAY
ECH MANAGEMENT SERVICES LLC — TEAM PLAN — V4 — CONFIDENTIAL
📂 Ashley — File Naming & INBOX Guide
Everything you need to drop files in correctly so TARS processes them automatically every Friday at 1PM.
STEP-BY-STEP — EVERY MONDAY
1
Log into Altra Bank online banking. Go to each account and download the transaction export as Excel (.xlsx) or CSV.
2
Rename the file using the format below. Use the Entity Code table to find the right code for each account.
3
Drop all renamed files into: G:\My Drive\ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM\INBOX\
4
Done. TARS picks them up automatically on Friday at 1:00 PM and generates all reports.
⚡ STORAGE RULE: All files → Google Drive or Obsidian ONLY. No desktop. No local. No exceptions.
FILE NAMING FORMAT
Format: ENTITY_CODE_YYYY_MM.xlsx
Example: ECH_MGMT_2026_04.xlsx  ·  EADS_IND_2026_04.xlsx  ·  JP_EADS_2026_04.xlsx
ENTITY CODES
Entity CodeCompany Name
ECH_MGMTECH Management Services LLC
EADS_INDEADS Industries LLC
ECH_DEVECH Developments and Holdings LLC
JP_EADSJP Eads Company LLC
ES_CONCE&S Concrete Construction Inc
EADS_TOOLSEADS Tools and Equipment LLC
REQUIRED COLUMNS IN THE EXCEL FILE
Column NameFormatExample
DateMM/DD/YYYY04/15/2026
DescriptionText (as it appears in the bank)ONCOR ELECTRIC PMT
DebitNumber (money going out)245.00
CreditNumber (money coming in)1500.00
BalanceNumber (running balance)12450.00
MONTHLY — BALANCE SHEET INPUTS (fill in every Friday)
File: ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM\05_DIGITAL_JERRY_SYSTEM\06_SCRIPTS\BALANCE_SHEET_INPUTS.xlsx
Open this file → fill in the blue cells for each entity tab:
Mortgage balances · Accounts Receivable · Accounts Payable · Equipment values · Other assets/liabilities
NAMING RULES — ALL FILES IN THE SYSTEM
✅ ALL CAPS  ·  NO SPACES  ·  UNDERSCORES ONLY
✅ Example: ECH_MGMT_2026_04.xlsx   NOT: ECH Mgmt April.xlsx
✅ TARS will reject files that don't follow this format
🔐 Account Map — Service → Provider
Reference for Jerry & Ashley. If a connector breaks, check this map FIRST. Specific account credentials live in MEGA_BRAIN/SYSTEM-KEYS.md (private vault, not on this page).
SERVICE → PROVIDER
ServiceProvider / AccountNotes
Google Drive (Drive Stream + Zapier)Primary Drive (see vault)OWNS all MEGA_BRAIN + ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM data. Drive Stream tray sign-in MUST match Zapier Google Drive connection.
Gmail (Workspace mailboxes)@echmanagement.servicesjerry.eads / ashley.eads / manager · live May 3 2026
Google Calendar (Zapier)Primary Drive acct13 tools
Slack (Zapier MCP)ECH Management Services workspace34 tools
Docusign (Zapier MCP)Primary Drive acct42 tools · 14-day trial
GitHub (TCC repo + auto-deploy)ech-management-llc org under EADS ENTERPRISESPAT stored in SYSTEM-KEYS.md
Zapier MCP Serverjerry.eads@echmanagement.services Zapier acct122 tools · all connectors route through this server
Claude Team accountjerry.eads@echmanagement.servicesBoot prompt loaded · TARS BOOT V1
⚡ HARDWIRED RULE 4: Drive Stream sign-in MUST match the Zapier Google Drive connection. If a Drive tool returns empty results, check the Drive Stream tray icon vs. mcp.zapier.com → Google Drive connection. Both must be the SAME account (the one stored in SYSTEM-KEYS.md). Specific account name is intentionally not listed here — see private vault.
CONNECTED TOOLS — LIVE AS OF APR 26, 2026
📧
Gmail
Read, draft, and send email. Tenant comms, vendor coordination, automated reports. jerry.eads@echmanagement.services
CONNECTED
OPEN GMAIL ↗
📅
Google Calendar
Create and manage events, find free time, schedule maintenance and appointments. Central Time zone.
CONNECTED
OPEN CALENDAR ↗
✍️
DocuSign
Send lease agreements and contracts for signature. 14-day trial active — select plan before expiry.
14-DAY TRIAL
OPEN DOCUSIGN ↗
💬
Slack
ECH Management Services workspace. TARS sends daily status updates and alerts here. 34 tools connected.
CONNECTED
OPEN SLACK ↗
⚡
Zapier Bridge
Google Drive, Gmail, GitHub — reconnected May 1, 2026. Rebuilding automation stack.
RECONNECTED
OPEN ZAPIER ↗
🐙
GitHub — Auto Deploy
TARS pushes updates → Command Center auto-publishes. PAT token active. Repo: ech-management-llc/TARS-COMMAND-CENTER
PIPELINE LIVE
OPEN GITHUB ↗
📊
Google Sheets via Zapier
28 tools. Rent roll, KPI tracking, financial data. RentRedi and Altra Bank CSV export destination.
CONNECTED
OPEN SHEETS ↗
📱
SMS by Zapier
TARS can send text messages directly to tenants, vendors, and team members.
CONNECTED
CSV INBOX WORKFLOW — NO API CONNECTORS
🏠
RentRedi
No direct API. Export CSV from RentRedi → drop in CLAUDE_WORKSPACE/INBOX → TARS reads and processes automatically.
CSV WORKFLOW
OPEN RENTREDI ↗
🏦
Altra Bank
No direct API. Download statements → drop in CLAUDE_WORKSPACE/INBOX → TARS reads balances and transactions.
CSV WORKFLOW
📍
Reventure App
Market intelligence. No Zapier integration. Access directly via browser for market research.
AWAITING API
OPEN REVENTURE ↗
🏘️
DealCheck
Real estate deal analysis. No Zapier integration. Export reports → drop in INBOX for TARS processing.
CSV WORKFLOW
OPEN DEALCHECK ↗
🏗️
FoundationLedger
Real estate financial OS for buy-build-rent-refinance investors. Domain registered Apr 26, 2026. Landing page LIVE. Phase 1 build in progress.
LIVE — foundationledger.com
OPEN FOUNDATIONLEDGER ↗
🌐
Claude in Chrome
Browser automation connected to Echmanagement Teams workspace. TARS can navigate, search, and interact with any website. Chrome must be open.
CONNECTED — Apr 26, 2026
💰
TARS Finance App
Custom-built QuickBooks replacement. Ashley drops Altra Bank exports in INBOX every Monday → TARS generates P&L, Cash Flow, Balance Sheet, Consolidated + Weekly Summary PDFs every Friday at 1PM. Print-ready. Email-ready.
LIVE — AUTO FRIDAY 1PM
SECURITY & CREDENTIALS
🔐
Master Credentials Log
Encrypted master login sheet — all ECH apps, sites, usernames. AES-encrypted Excel. Covers AI tools, banking, real estate, communications, vendors. Password fields for Jerry to fill in.
ENCRYPTED · LOCAL ONLY
⬇ OPEN CREDENTIALS FILE
VAULT DOCUMENTS
🗺️
Vault Map V1
Complete folder + file tree of ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM. 70+ folders, all entities, findings, priority actions. Built April 2026.
LIVE — BUILT
⬇ OPEN VAULT MAP
📋
AI Financial Operations Manual V16
Claude Edition. Locked baseline. All capital rules, doctrine, behavioral settings, protocols.
PENDING LINK
📊
Google Drive Vault
ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM root. Drive authentication required.
DRIVE CONNECTED
OPEN GOOGLE DRIVE ↗
SYSTEM QUICK LINKS
🤖
Claude Teams
jerry.eads@echmanagement.services — Admin console, projects, usage, members.
ACTIVE
OPEN CLAUDE ↗
💼
QuickBooks Online
ECH Management Services LLC. Connected to Cowork. Read tools active.
CONNECTED
OPEN QBO ↗
🏠
RentRedi
Property mgmt + rent collection. Monthly auto-read via Chrome deployed. No native API yet.
CHROME AUTO ACTIVE
OPEN RENTREDI ↗
✍️
DocuSign
No account yet. Ashley must create production account first.
ACCOUNT MISSING
📍
Reventure App
Market intelligence. API outreach sent. Chrome fallback operational.
AWAITING API
OPEN REVENTURE ↗
ECH MANAGEMENT SERVICES LLC — TEAM PLAN — V4 — CONFIDENTIAL
A-ESS SCORING — LAST CYCLE
4-pillar capital scoring · Phase-gated thresholds
—/100
AWAITING FIRST LIVE RUN
Liquidity
—/25
LTV/DSCR
—/25
Cash Flow
—/25
Execution
—/25
CONNECTORS 12/16 LIVE
Gmail
Workspace + backup acct
CONNECTED
Google Calendar
Central Time · Main + Holidays
CONNECTED
Google Drive
ECH_MANAGEMENT_AI_FINANCIAL_SYSTEM — scripts, reports, contracts
CONNECTED
Obsidian / MEGABRAIN
mega-brain vault · Git auto-sync · Doctrine + Memory
LIVE
DocuSign
14-day trial — needs plan
TRIAL
Slack
ECH Management Services WS
CONNECTED
Zapier — MCP Live
Drive, Gmail, GitHub — MCP Active
CONNECTED
QuickBooks Online
Dropped — too expensive. Replaced by TARS Finance App.
DROPPED
TARS Finance App
P&L · Cash Flow · Balance Sheet · Friday 1PM auto-run
LIVE
Filesystem
C:\ and G:\ drive
CONNECTED
RentRedi
CSV to INBOX workflow
CSV WORKFLOW
Altra Bank
Statement download to INBOX
CSV WORKFLOW
Reventure App
No Zapier integration
BROWSER ONLY
GitHub Auto-Push
Zapier → TCC auto-deploy on sign-off
LIVE
Claude in Chrome
Browser automation · Echmanagement workspace · Connected Apr 26
LIVE
Monday.com
Email change pending → ashley.eads@
PENDING
Gusto
Payroll / HR — not yet connected
NOT CONNECTED
DealCheck
No Zapier integration
BROWSER ONLY
SCHEDULED TASKS
📊
Weekly Executive Pulse
Every Monday · 8:08 AM · KPI → A-ESS → Drive → Slack
LIVE
🏠
RentRedi Monthly Read
1st of month · 8:00 AM · INBOX CSV → Drive → Slack
LIVE
📍
Reventure Market Scrape
Recurring · Chrome fallback active
ACTIVE
💰
TARS Finance App — Weekly Reports
Every Friday · 1:00 PM · P&L + Cash Flow + Balance Sheet + Consolidated
LIVE
TEAM 1/2 SEATS ACTIVE
JE
Jerry Eads
Owner · jerry.eads@echmanagement.services · Admin
ACTIVE
A
Ashley
Operations · Standard seat · Invite pending
NOT INVITED
CAPITAL RULES — HARDWIRED
Global LTV
Portfolio ceiling
45–50%
Average DSCR
Debt coverage floor
≈ 1.8×
Liquidity Reserve
Minimum at all times
≈ $500K
Primary Bank
All entities
ALTRA BANK
VeraBank
Transient only
ALWAYS $0
Portfolio Target
Unit count
100 → 200+ UNITS
ECH MANAGEMENT SERVICES LLC — TEAM PLAN — V4 — CONFIDENTIAL