TPJG Ecosystem & Tech Stack Audit

Foundation Principles

The Prime Objective: "The salesperson makes contact. The AI organization handles the rest." Every task, every integration, every SOP is a foundation stone for this objective. Full Foundation Principles →

Discreet Protocol
Name only — strip ALL identifiers. Joe is the intermediary. Always. Both directions.

Public Identity
External = "The Curator" from Manager@TPJG. Internal = "The Conservator." Never "AI."

Resource Management
25 RT Rule. Multi-engine routing. Auto-batch. Right-size delegation.

Foundational Check
"Should this be in BrokerOS onboarding?" Build for the platform, not just TPJG.

Core Values: Pursuit • Excellence • Joy | Loyalty • Word-as-Bond • Communication • Honesty

1. Foundation FOUNDATION — Hardware, connectivity, Claude, shell, operating system
2. Infrastructure INFRASTRUCTURE — AiCIV systems, messaging, Telegram, APIs
3. Operations OPERATIONS — Business platforms, CRM, MLS, marketing, finance
4. Documented Limits
5. Integration Map
6. Cost Summary
7. Failure Log
8. Gaps & Recommendations

1. Foundation FOUNDATION

Hardware, connectivity, Claude, shell, operating system — the bare metal and core runtime that everything else sits on.

Server & Runtime

Platform	Purpose	Details	Monthly Cost	Status
Hetzner VPS	Primary compute server	37.27.237.109 \| SSH port 2219 \| Docker container	~$75 (est.)	Active
Linux (Docker)	Operating system	Linux 5.15.0-164-generic \| Docker container on Hetzner	Included	Active
tmux	Session persistence	Session: tether-primary \| Detach: Ctrl+B, D	Free	Active
Claude Code (Anthropic)	AI runtime engine	Claude Opus 4.6 \| Claude Max subscription (2 accounts)	~$200 (2x Max)	Active
SSH / Ed25519	Secure remote access	Key: ~/.ssh/human_access \| Port 2219 external	Free	Active
Python 3	Automation runtime	Core scripting language for all tools	Free	Active
Node.js	JavaScript runtime	Used by Claude Code and various tools	Free	Active

2. Infrastructure INFRASTRUCTURE

AiCIV systems, messaging, Telegram, APIs, monitoring — the connective tissue that enables Cadence to operate autonomously.

Communications & Messaging

Platform	Purpose	Login / Access	Monthly Cost	Status
Telegram Bot	Real-time comms (Joe + Cadence)	@TetherJRDBot \| Hub group: -1003813588016	$0	Active
Google Workspace	Email, Drive, Sheets, Calendar, Forms	workspace.google.com \| Business Standard	~$36 (2 users)	Active
Gmail (Personal)	Personal email, bank statements	mail.google.com \| OAuth connected	$0	Active

Cloud & Hosting

Platform	Purpose	Login / Access	Monthly Cost	Status
Google Cloud (GCP)	Service accounts, domain delegation	console.cloud.google.com \| tpj-ai-infrastructure	Minimal	Active
Cloudflare Pages	Static site hosting (reports)	tpjg-reports.pages.dev	$0	Active
Cloudflare Pages	Report hosting (tether-reports)	tpjg-reports.pages.dev \| ID: 6b50f07d	$0	Active

Monitoring & Services

Service	Process	Purpose	Check Command	Status
Health Monitor	health_monitor.py	System metrics daemon	`cat /tmp/tether_health.json`	Active
Autorestart Watcher	autorestart-watcher.sh	Crash recovery (3 max/hr)	`pgrep -f autorestart-watcher`	Active
Portal Server	portal_server.py	Web dashboard (port 8097)	`curl localhost:8097/health`	Active
Telegram Bridge	telegram_unified.py	Messaging to/from Joe	`pgrep -f telegram_unified`	Active
Governor System	governor.py	Context/resource management	`python3 tools/governor.py status`	Active
BOOP Cron	boop-cron.sh	30-min re-grounding cycle	`pgrep -f boop-cron`	Active

Security & Automation Tools

Platform	Purpose	Login / Access	Monthly Cost	Status
KeeperSecurity	Password manager / vault	keepersecurity.com \| Business ($3.75/user)	~$4	Active
Make.com	Automation workflows	make.com	Unknown	Likely Dormant
Zapier	Automation workflows	zapier.com	Unknown	Likely Dormant

3. Operations OPERATIONS

Business procedures, SOPs, reporting, metrics — everything the team uses day-to-day for real estate, marketing, finance, and education.

Real Estate Operations

Platform	Purpose	Login URL	Plan / Tier	Monthly Cost	Status
KW Command	Brokerage CRM, compliance, commissions	command.kw.com	Included in KW franchise (25% split)	Included	Active
HAR.com / Trestle MLS	MLS listings, market data, comps	har.com	HAR Member	~$110 (est. in dues)	Active
ReferralMaker	Primary CRM, contact ranking, E Report	referralmaker.buffiniandcompany.com	Leadership (via Buffini)	Incl. in Buffini $2,240	Active
ShowingSmart	Showing scheduling, buyer reports	showingsmart.com	HAR Member Benefit	$0 (included)	Active
Transactly	Third-party transaction coordinator	transactly.com	Per-transaction	Variable	Active
Jointly	Transaction collaboration, e-signing	app.jointly.com	Unknown	Unknown	Active
CubiCasa	Floor plan scanning	cubicasa.com	HAR Member Benefit	$0 (included)	Active
Matterport	3D virtual tours	matterport.com	Via Homes.com	Incl. in Homes.com $551	Active
SUPRA eKEY	Electronic lockbox system	supraekey.com	HAR/SUPRA Member	Incl. in dues $1,320	Active

Marketing & Client Engagement

Platform	Purpose	Login URL	Plan / Tier	Monthly Cost	Status
Homes.com	Lead gen, retargeting, Matterport	homes.com	Lead + Co-Lead Membership	$550.75	Active
Luxury Presence	Website, IDX, Google Ads, SEO	luxurypresence.com	Custom / Leads Pro (est.)	$1,500.00	Active
BombBomb	Video email for sphere touches	app.bombbomb.com	Annual subscription	Incl. in software $1,180	Active
Canva	Marketing graphics, listing flyers	canva.com	Pro (or via KW Marketplace)	Unknown	Active
ReminderMedia	Automated physical mailers	remindermedia.com	Unknown	~$100 (est.)	Active
envoyMortgage	Lender partner content	envoymortgage.com	Partner (free)	$0	Active
diosanagroup.com	Legacy WordPress website	diosanagroup.com	WordPress/Elementor	Minimal hosting	Legacy
Social Media (5)	FB, IG, LinkedIn, YouTube, TikTok	Various	Free (organic)	$0	Active

Financial Management

Platform	Purpose	Login URL	Plan / Tier	Monthly Cost	Status
QuickBooks Online	Business accounting, P&L, tax	quickbooks.intuit.com	Unknown tier	~$50 (est.)	Active
Paychex	S-Corp payroll ($30K/yr JRD)	paychex.com	Flex	Unknown	Active
Bank of America	8 accounts (business PF + personal)	bankofamerica.com	Business + Personal	Fees (minimal)	Active
Hancock Whitney	IRIS accounts, LOC, HELOC	hancockwhitney.com	Personal banking	Interest charges	Active
Charles Schwab	SEP-IRA, Roth IRA, brokerage	schwab.com	Individual	$0	Active
M1 Finance	IRIS flips, Income Amplifier, PLEX	m1.com	M1 Plus (if applicable)	Unknown	Active
YNAB	Zero-based budgeting	ynab.com	Not yet set up	~$15 (planned)	Planned

Wealth Building & Education

Platform	Purpose	Login URL	Plan / Tier	Monthly Cost	Status
Buffini & Company	RE coaching, CRM, marketing	buffiniandcompany.com	Leadership coaching	$2,240.00	Active
Fynanc Academy	IRIS/PLEX/APEX wealth building	fynanc.com	Full member ($36K+ invested)	Paid annually	Active
TaxAlchemy	Tax strategy, entity structuring	Slack workspace	Enrolled ($5K one-time)	$0 (enrolled)	Active
Decentralized Masters	Crypto/DeFi education	Circle.so (Cloudflare-blocked)	Enrolled ($25K one-time)	$0 (enrolled)	Active
LuxTravelHacks	Travel hacking (98 lessons)	luxtravelhacks.com	Enrolled	Unknown	Active
Skool.com	16 communities, 1,180 lessons	skool.com	Member (free tier)	$0	Active

Team & People

Platform	Purpose	Login URL	Plan / Tier	Monthly Cost	Status
Fireflies.ai	Meeting transcription (568 transcripts)	fireflies.ai	Subscription	Incl. in software $1,180	Active
Zoom	Video conferencing	zoom.us	Pro or Business	Incl. in software $1,180	Active
TapeACall	Phone call recording	tapeacall.com	Annual	~$10 (annual pro-rated)	Active
HeyPocket	Notetaker (backup)	App-based	Unknown	Unknown	Active
Superhuman	Premium email client	superhuman.com	Individual	~$30	Active
NotebookLM	Knowledge synthesis + presentation	notebooklm.google.com	Free	$0	Active
Google Keep	Quick notes & reminders	keep.google.com	Free	$0	Active
CapCut	Video editing	capcut.com	Free / Pro	$0	Active
Pocket	Save articles for later	getpocket.com	Free	$0	Active
Jarvis / Jasper AI	AI content writing	jasper.ai	Unknown	Incl. in software $1,180	Likely Dormant

Project Management (Legacy)

Platform	Purpose	Login URL	Plan / Tier	Monthly Cost	Status
ClickUp	Legacy project mgmt / SOPs	clickup.com \| Team ID: 3788860	Business	Unknown	Decommissioning

4. Documented Limits

Source key: INTERNAL = found in Fireflies transcripts, SOPs, or Joe's data. VENDOR = from platform documentation or web research. EST = estimated from context.

Platform	Limit Type	Value	Source
Gmail (All Accounts)	Total email volume	722,220 emails	INTERNAL (Gmail API, 2026-03-13)
J@TPJG	Joseph@ThePropertyJoesGroup.com	313,431	INTERNAL
J@DG	joseph@DiosanaGroup.com	357,485	INTERNAL
K@TPJG	Keri@ThePropertyJoesGroup.com	40,265	INTERNAL
M@TPJG	Manager@ThePropertyJoesGroup.com	11,039	INTERNAL
ReferralMaker	Email sends (E Report)	2,000 emails/month	INTERNAL (tech stack doc, confirmed by Joe)
ReferralMaker	BombBomb contact sync	7,500 contacts	INTERNAL (tech stack doc)
ReferralMaker	Current contacts	3,165 (49 A+, 730 A, 760 B, 1,625 C) SYNCED	API SYNC (March 2026)
ReferralMaker	Third-party API access	CONNECTED — reverse-engineered SSO + WebForms + Azure REST API LIVE	CUSTOM (March 2026)
ReferralMaker	Referral goal	166 referrals/year target	INTERNAL (Buffini framework)
BombBomb	Contact database limit	7,500 contacts (via ReferralMaker integration)	INTERNAL (tech stack doc)
BombBomb	Industry plan tiers	Basic: 2,500 contacts ($49/mo) \| Plus: 3,500 ($69/mo) \| RE/Mortgage: 3,500 ($1,499/yr + $500 setup)	VENDOR (BombBomb pricing page)
BombBomb	Video recording	Unlimited (all plans)	VENDOR (BombBomb docs)
Homes.com	Monthly cost	$550.75/month (Lead + Co-Lead packages)	INTERNAL (Joe confirmed, Keri thought $700)
Homes.com	Contract terms	6-month or 1-year subscription terms	VENDOR (Homes.com website)
Homes.com	Bulk database import	BLOCKED — requires individual opt-in per contact	INTERNAL (Fireflies, confirmed with Ella)
Homes.com	Lead exclusivity	"Your Listing, Your Lead" — exclusive to listing agent	VENDOR (Homes.com marketing)
Homes.com	Listing removal	Cannot remove from Homes.com without removing from MLS first	INTERNAL (confirmed by Ella Simkins)
Luxury Presence	Monthly cost	$1,500/month (website + Google Ads)	INTERNAL (Joe confirmed)
Luxury Presence	Plan tiers (vendor)	Brand ($500-1K/mo) \| Leads Pro ($1K-1.5K/mo) \| All In ($2K+/mo). Setup: $3.5K-5K	VENDOR (LP website + reviews)
Luxury Presence	Content management API	NONE — webhooks for leads only, no site content API	VENDOR (LP docs)
Luxury Presence	Fee escalation risk	Joe warns: agents start at $2K and end up at $8K (Joe's words, Fireflies)	INTERNAL (Fireflies transcripts)
ShowingSmart	Cost	$0 — included for all HAR MLS subscribers (including call center)	VENDOR (HAR website)
ShowingSmart	Listing types	Pending listings are NOT available for showing appointments	VENDOR (ShowingSmart FAQ)
ShowingSmart	API access	NONE — reports via email/PDF capture only	INTERNAL (API research)
ShowingSmart	Tour controls	Configurable: tour length/times, overlapping appointments, buyer agent requirements	VENDOR (HAR docs)
HAR.com / Trestle	MLS data access	50,000+ active listings, 7 years sold data	VENDOR (Trestle docs)
HAR.com / Trestle	API access	Requires Broker Data Access Authorization Agreement with HRIS	VENDOR (HAR/Trestle docs)
HAR.com	Dues	$1,319.82/month total (HAR + SUPRA + NAR)	INTERNAL (Spending Plan)
ClickUp	API rate limit (Business)	100 requests/minute per token	VENDOR (ClickUp developer docs)
ClickUp	Workspace data	Team ID 3788860 \| 7 Spaces (keep 3, archive 3, reference 1) \| ~600+ tasks	INTERNAL (ClickUp audit)
Buffini & Company	Total monthly cost	$2,240/month (Leadership coaching + CRM + marketing tools)	INTERNAL (Spending Plan)
Buffini	Network reach target	10,000 contacts	INTERNAL (Buffini framework)
Google Workspace	Spreadsheets discovered	1,131 total (30 active, 850+ archive)	INTERNAL (Drive audit)
Fireflies.ai	Transcripts stored	568 transcripts analyzed	INTERNAL (Fireflies API pull)
Social Media	Combined reach	FB ~9,300 \| LinkedIn ~9,737 \| IG ~3,200 \| TikTok ~753 \| YT ~119	INTERNAL (profile counts)
Decentralized Masters	Headless browser access	BLOCKED — Cloudflare Turnstile prevents all automation	INTERNAL (scraper testing)

5. Integration Map

Platforms connected to each other, showing data flow direction. Bold = Cadence-connected. Regular = manual or not connected.

API Access Classification

Tier	Platforms	Integration Status
FULL API	Google Workspace, ClickUp, Fireflies, Telegram, GCP	Automate everything. Cadence connected.
RESTRICTED API	HAR.com/Trestle, QuickBooks, Schwab, BombBomb, Keeper	API exists but requires authorization or setup.
WEBHOOKS ONLY	Luxury Presence, Homes.com	Lead capture only. No content management.
EMAIL PARSING	ShowingSmart, BofA, Schwab, Homes.com leads	Notification emails parseable via Gmail API.
FULLY CLOSED	ReferralMaker, M1 Finance, Hancock Whitney, KW Command, TapeACall	No API. Manual export or browser automation only.

Data Flow Diagram

TETHER AI (Brain) | +------------+------------+ | | | Telegram Google WS Python Tools (comms) (data hub) (automation) | +-----------------+-----------------+ | | | Gmail/IMAP Google Sheets Google Drive (email hub) (operations) (storage) | | +----------+ +------+------+ | | | | | BofA stmts Leads Transaction Spending Schwab stmts Board Plan --- REAL ESTATE FLOW --- HAR/MLS --> Listings --> ShowingSmart --> Showings | | CubiCasa (floors) ReferralMaker Matterport (3D) (CRM contacts) | | Luxury Presence <-- Canva Google Sheets (website/SEO) (graphics) (CRM exports) | Homes.com (lead gen) --> Social Media BombBomb (video email) --- FINANCIAL FLOW --- Commission --> BofA INCOME --> Profit First Split | | | | | v Profit Tax Comp OPEX HW LOC <------- $3K/month contribution | M1 Finance (IRIS flips) | Schwab (retirement) / PLEX (capital) --- EDUCATION FLOW --- Buffini --> ReferralMaker --> Contact Ranking Fynanc --> IRIS/PLEX --> LOC Tracker TaxAlchemy --> RE Pro Status --> Tax Filing DM --> Crypto Portfolio

6. Cost Summary

Known Monthly Recurring

Platform	Monthly Cost	Category	Confidence
Buffini & Company (coaching + CRM)	$2,240.00	Coaching	CONFIRMED
Luxury Presence (website + ads)	$1,500.00	Marketing	CONFIRMED
HAR / SUPRA / NAR Dues	$1,319.82	Dues	CONFIRMED
Software Bundle (BombBomb, Zoom, Superhuman, Jarvis, Fireflies)	$1,180.10	Software	CONFIRMED
Homes.com (Lead + Co-Lead)	$550.75	Lead Gen	CONFIRMED
ReminderMedia	~$100.00	Marketing	ESTIMATED
VPS Hosting (Cadence)	~$75.00	Infrastructure	ESTIMATED
QuickBooks Online	~$50.00	Accounting	ESTIMATED
Google Workspace (2 users)	~$36.00	Operations	ESTIMATED
KeeperSecurity	~$3.75	Security	ESTIMATED
TOTAL KNOWN + ESTIMATED	~$7,055

Additional Known Costs (from Spending Plan)

Category	Monthly Budget	Includes
Channel (marketing, lead gen)	$1,453.13	Homes.com, Luxury Presence, IOV
Branding	$367.01	Marketing materials
Software	$1,180.10	Jarvis, BombBomb, Zoom, Superhuman, etc.
Bills	$5,556.77	Payroll, insurance, internet
Dues	$1,319.82	HAR, SUPRA, NAR
Total Business Monthly Budget	$11,207.83	(includes non-software costs)

Cost Gaps: Paychex processing fees, Jointly, Transactly per-transaction costs, ClickUp subscription, Canva (if separate from KW), and several education platform ongoing costs are not yet documented in the Spending Plan.

7. Failure Log INFRASTRUCTURE

5

Total Failures

1

Critical

2

High

4

Resolved

1

Investigating

#	Date	Description	Severity	Resolution	Resolved By
F-001	2026-03-06	Initial boot failures — 5 sessions in rapid succession (7:37, 7:51, 7:52, 7:59, 8:05). New fork struggling to initialize.	HIGH	Stabilized after 5th attempt. Session persistence established.	Cadence (self)
F-002	2026-03-07	Session terminated — 2 sessions (13:43, 13:46). Brief session followed by restart.	MEDIUM	Auto-recovered via restart scripts	Cadence (autorestart)
F-003	2026-03-12	OOM/SIGKILL crash — Nested `claude` subprocess spawned, each consuming 300-500MB RAM. System killed processes. 5 rapid sessions (08:11, 16:43, 16:47, 16:48, 17:31, 19:27).	CRITICAL	Governor system built (tools/governor.py) to prevent nested process spawning. HARD RULE: Never spawn nested claude processes.	Corey (Witness) + Cadence
F-004	2026-03-13	CIV_NAME env var not set — tmux session named `aiciv-primary` instead of `tether-primary`. Caused identity confusion and restart script failures.	HIGH	Corey (Witness) manually renamed tmux session. Environment variable issue documented.	Corey (Witness)
F-005	2026-03-14/15	Unknown failure — Session went unresponsive. "Magically came back online." Current session (411aa5ce) started Mar 13 and is still running. A tiny 2KB session (fceaabda) appeared Mar 15 05:36 AM — possible brief restart attempt. No crash logs found. Autorestart watcher log is empty.	MEDIUM	Self-recovered — possibly autorestart watcher or manual restart. Root cause unknown. Under investigation.	Unknown (self-healed?)
F-006	2026-03-16	Evite browser automation (Playwright) consumed ~100+ RTs without upfront disclosure to Joe. Task: add 41 guests + update invitation message. Required 2 passes (first pass dropped 21/41 guests silently due to React form timing). Joe would have done it manually if informed of the cost. Additionally, M@TPJG crashed at 11:13 AM at 213% weekly (3,199 RTs) from cumulative overuse across both accounts.	HIGH	New rule: 25 RT Rule — before any task exceeding 25 RTs, inform Joe upfront with an estimate and let him decide. Added to Foundational Architecture and Glossary. Browser automation, multi-agent research, complex iterations all get flagged.	Process gap (no consumption transparency). Now codified.

Lessons Learned

F-003: NEVER spawn nested claude processes — each consumes 300-500MB RAM and triggers OOM kills
F-004: CIV_NAME must be set in container environment — identity variables are not optional
F-005: Autorestart watcher needs logging enabled — empty log means no audit trail when failures occur
F-006: ALWAYS disclose RT cost BEFORE starting heavy tasks — 25 RT Rule is now mandatory. Browser automation is expensive (~100+ RTs). Let Joe decide where to spend the budget.
General: Circuit breaker: max 3 crashes per hour before hard stop (prevents API bans and runaway restart loops)

Beta Test Goal: All failures are tracked during this beta period. Findings will be shared with Witness and Aether to improve high availability across the fleet.

8. Gaps & Recommendations

Critical Gaps (No Workaround)

Gap	Impact	Recommendation
CRM API access RESOLVED	ReferralMaker API reverse-engineered and connected (March 2026). SSO auth, contact search, group management, referral tracking all working. 3,165 contacts synced with 99.97% enrichment.	Full integration active. Future syncs automated (0 RT cost). Contact data: phone, email, sort grade, groups.
No MLS API access	Cannot pull HAR listing data programmatically for CMAs, dashboards, or BrokerOS.	Complete HAR Broker Data Access Authorization Agreement for Trestle API. Cost: existing MLS fees.
No QuickBooks integration	Financial data siloed. Cannot automate P&L or receipt categorization.	Complete QBO OAuth setup (credential file already exists at config/credentials/).
No automated bank parsing	Statements arrive as PDFs/emails, not structured data. 5 statement sources missing entirely.	Build PDF parser for BofA/HW/Schwab. YNAB API as alternative aggregation point.

Moderate Gaps (Workaround Exists)

Gap	Impact	Recommendation
No social media automation	Manual posting across 5+ platforms	Integrate Buffer, Later, or direct APIs for scheduled posting.
No lead routing automation	Homes.com and LP leads require manual handling	Build webhook + email parsing pipeline (Gmail API bridge).
ClickUp migration incomplete	Historical SOPs and 30+ email templates at risk	Complete data export. Convert templates to Google Docs.
No unified dashboard	KPIs, pipeline, finances scattered across 30+ sheets	Build BrokerOS dashboard aggregating key metrics from all sheets.
Circle.so blocked	Cannot access Decentralized Masters content programmatically	Cloudflare Turnstile blocks all headless browsers. Manual access only.

Redundancies (Potential Savings)

Redundancy	Platforms	Recommendation
Two websites	Luxury Presence ($1,500/mo) + diosanagroup.com (WordPress)	Retire diosanagroup.com. Redirect to LP.
Two automation platforms	Make.com + Zapier (both likely dormant)	Verify if either is active. Cancel unused. Cadence replaces both.
AI writing overlap	Jarvis/Jasper + Cadence	Verify if Jarvis is still used. Cadence handles most writing now.
Canva duplicate	Personal Canva + KW Marketplace Canva	Verify if paying for both. KW provides Canva included in franchise.
CRM data fragmentation IMPROVING	ReferralMaker now synced locally (3,165 contacts). Google Sheets exports can be deprecated.	Use RM API as single source of truth. Deprecate CSV exports. Run periodic syncs.
Duplicate Google Sheet	Two identical Loan_Payment_Schedule sheets (M6 & M7)	Delete one.

Unknown Limits (Need Verification)

Platform	What's Missing	How to Find Out
ReferralMaker	Exact E Report frequency options, Social Suite posting limits	Check ReferralMaker settings or call Buffini support (800-945-3148)
BombBomb	Exact plan tier TPJG is on, whether 7,500 cap is via RM integration or standalone	Check BombBomb account settings
Homes.com	Exact number of listings included, ad spend allocation per listing	Request performance report from Ella Simkins (account rep)
Luxury Presence	Exact plan tier, Google Ads budget within the $1,500, SEO scope	Check LP dashboard or ask Ari (LP contact)
Jointly	Cost, plan tier, any transaction limits	Check account or recent invoices
Transactly	Per-transaction fee schedule	Check invoices from invoice+statements@transactly.com in Gmail
Make.com / Zapier	Whether either is still active and billing	Check Keeper vault for active accounts. Check bank statements.
Canva	Whether paying separately or only using KW-provided access	Check bank statements for Canva charges