inc-os

Incubator OS

Internal operating system for The Incubator - admin tools and multi-tenant client dashboard.

Overview

This repository contains tools organized by client:

General Tools (system-wide):

• Admin Tools (/admin) - Email drafting, sync management, SEO strategy, playbooks, user lookup
• JARVIS Chat (/chat) - AI assistant with voice/text
• File Manager (/files) - Secure file upload and management
• System Settings (/settings) - QuickBooks integration configuration

Client-Specific Tools (organized by folder):

• Northport CPA - Dashboard, clients, team settings
• Priceless CPA - Dashboard, clients, team settings
• LSS - Dashboard, clients, invoice reports, automations, legacy dashboard

Cron Jobs - Automated email sync, playbook alerts, and automation execution (daily at 7 AM EST)

Development

# Install dependencies
npm install

# Run development server
npm run dev

# Build for production
npm run build

# Start production server
npm start

Architecture

Multi-Tenant: All data scoped by company_id Database: Shared Supabase instance with incubator-website Authentication: Localhost bypass enabled by default (set NEXT_PUBLIC_REQUIRE_AUTH_LOCAL=true to test auth)

Directory Structure

src/
├── app/
│   ├── admin/              # Admin tools
│   ├── dashboard/[team_id]/ # Multi-tenant dashboard
│   ├── api/
│   │   ├── _lib/           # Shared infrastructure (33 files)
│   │   ├── admin/          # Admin API routes
│   │   ├── team/[teamId]/  # Team API routes (auth required)
│   │   └── cron/           # Cron job endpoints
│   ├── components/         # Shared UI components
│   └── providers/          # Auth providers
└── lib/                    # Client-side utilities

Environment Variables

See .env.example for complete list. Required variables:

# Database
SUPABASE_URL=
SUPABASE_SERVICE_ROLE_KEY=

# Azure/Microsoft (per team)
NORTHPORT_CPA_AZURE_CLIENT_ID=
NORTHPORT_CPA_AZURE_CLIENT_SECRET=
NORTHPORT_CPA_AZURE_TENANT_ID=

# ... (same for PRICELESS_CPA and LSS)

# AI Services
ANTHROPIC_API_KEY=
GOOGLE_GEMINI_API_KEY=

# External Integrations
NOTION_API_KEY=
TWILIO_ACCOUNT_SID=
TWILIO_AUTH_TOKEN=

# Security
CRON_SECRET=

Deployment

Deployed on Vercel with cron jobs configured in vercel.json:

• Email sync: Daily at 7 AM EST
• Playbook alerts: Daily at 7 AM EST
• Automation execution: Mon/Thu at 7 AM EST

Key Features

Admin Tools

• Email Drafting: AI-powered draft generation with Anthropic/Gemini
• Email Sync: Validate Microsoft Graph sync status
• Playbooks: Notion-based playbook management with automated alerts
• SEO Strategy: AI platform visibility tracking (ChatGPT, Claude, Perplexity, Google AI)

Client Dashboard

• Email Monitoring: Unanswered emails, SLA tracking, team performance
• SMS Monitoring: Client communication tracking (Quo/Twilio)
• Client Management: Service assignments, notes, context aggregation
• Team Settings: Member management, service configuration

Database Schema

All tables scoped by company_id:

• client_list - Client records
• team_memberships - User-to-team assignments
• email_events - Email tracking
• sms_messages - SMS tracking
• service_assignments - Service mappings

Migration Notes

This repository was migrated from incubator-website on 2026-01-28. Both repos share the same Supabase database but are otherwise independent. See MIGRATION.md for details.

License

Proprietary