# Solid# Owners Manual — LLM Documentation Index # Generated 2026-08-30 by scripts/generate_om_llms.py # # This file provides a quick overview of all 1890 docs # across 97 sections in the Owners Manual. # For full document text, see llms-full.txt # For machine-readable index, see llms-metadata.json ====================================================================== PLATFORM SUMMARY ====================================================================== Solid# is AI Business Infrastructure — the operating system layer between AI models and business operations. Key numbers (derived 2026-08-30 16:22): - 630 database tables - 2,250 API endpoints (FastAPI) - 32 AI agents (33 registry entries, 23 deeply trained) - 271 Celery task functions (172 scheduled) — background jobs, NOT agents - 655 MCP tools - 58 industry templates - 5,291,874 lines of code across 16 repos - Multi-tenant: every query filtered by company_id NOTE: 'AI agents' and 'Celery task functions' are DIFFERENT things. Calling background workers 'agents' is a category error. Tech stack: FastAPI + SQLAlchemy | Next.js 15 | PostgreSQL | Redis Celery | Docker | Caddy | Twilio | OpenAI/Anthropic ====================================================================== HOW TO USE THIS DOCUMENTATION ====================================================================== Entry points: 1. This file (llms.txt) — Quick overview and section index 2. llms-full.txt — Full text of critical docs (~100K tokens) 3. llms-metadata.json — Machine-readable index for tooling 4. MCP tools — search_owners_manual, read_doc, list_section Reading order for new developers: 1. 00-CRITICAL/ — Multi-tenant rules (MUST read) 2. 00-Introduction/ — What Solid# is 3. 01-Architecture/ — System architecture 4. 05-Data/ — Database schema, tenant isolation 5. 03-AI-Systems/ — Agent architecture, SmartRouter, KB 6. 06-Operations/ — Docker, deployment, troubleshooting ====================================================================== DECISION TREES — What to read for specific tasks ====================================================================== Working on AI agents or SmartRouter? → 03-AI-Systems/AGENT-REGISTRY-MAP.md → 03-AI-Systems/00-AI-SYSTEMS-MASTER-INDEX.md Working on database or data models? → 05-Data/01-MULTI-TENANT-DATA-ISOLATION.md → 00-CRITICAL/01-MULTI-TENANT-DATA-ISOLATION.md Working on billing or payments? → 10-Billing/PAYMENT-ARCHITECTURE.md → 10-Billing/PAYMENT-CONNECTIONS.md Working on authentication or security? → 14-Security/SESSION-MANAGEMENT.md → 09-Core-Innovations/OAUTH-CANONICAL-TRUTH.md Working on onboarding or tenant provisioning? → 19-Onboarding/27-E2E-ONBOARDING-WALKTHROUGH.md → 29-Provisioning/ Working on frontend? → 04-Frontend/ → 26-Public-Site/ Working on deployment or Docker? → 06-Operations/DOCKER-ARCHITECTURE.md → 06-Operations/TROUBLESHOOTING.md Working on CRM or business logic? → 28-CRM/ → 07-Business-Logic/ Working on Platform Commerce (Solid#'s own billing)? → 16-Platform-Commerce/ (NOT multi-tenant!) Working on MCP tools or integrations? → 03-AI-Systems/MCP-INDEX.md → 32-Integrations/ ====================================================================== CRITICAL RULES ====================================================================== 1. MULTI-TENANCY: Every DB query MUST filter by company_id. Never use .get(id) — always .filter(id, company_id).first() 2. RESERVED IDs: Company 1=dev, 2=template, 3=production. NEVER modify these directly. 3. OAUTH: OAuth NEVER creates accounts. Payment creates accounts. OAuth + Payment = new company. OAuth + Invite = join existing. 4. PLATFORM COMMERCE: Is NOT multi-tenant. It's Solid#'s own billing. Never add company_id filtering to Platform Commerce. 5. SUBMODULES: After committing in a submodule, also commit in parent. 6. DOCKER: Never use individual service docker-compose on production. Always: docker compose -f base.yml -f prod.yml up -d ====================================================================== SECTION INDEX ====================================================================== ## 00-CRITICAL/ (2 docs) Critical rules that MUST be followed (multi-tenancy, reserved IDs) Key docs: 01-MULTI-TENANT-DATA-ISOLATION.md, 00-INDEX.md ## 00-Introduction/ (7 docs) Platform overview, what Solid# is, architecture summary Key docs: DOCUMENTATION-INTELLIGENCE-SYSTEM.md, DOCUMENTATION-INTELLIGENCE.md, DOCUMENTATION-MAP.md ## 01-Architecture/ (11 docs) System architecture, service topology, tech stack Key docs: CONTROL-PLANE.md, MULTI-TENANCY.md, MULTI-TENANT-PARITY.md ## 02-Backend/ (13 docs) FastAPI backend structure, controllers, models, middleware Key docs: AI-DATA-IMPORTER-FLOW.md, API-ENDPOINTS.md, CONTROLLER-PATTERNS.md ## 03-AI-Systems/ (105 docs) AI agents + Celery task functions, SmartRouter, CognitiveLimiter, KB system, MCP Key docs: 00-AI-SYSTEMS-MASTER-INDEX.md, AGENT-PROFILE-SERVICE.md, AI-COMMERCE-LAYER.md ## 04-Frontend/ (27 docs) Next.js 15 frontend, components, CMS, routing Key docs: AI-AGENTS-ROLE-ASSIGNMENT.md, API-CLIENT-PATTERN.md, APP-STRUCTURE.md ## 05-Data/ (17 docs) Database schema, multi-tenant isolation, migrations Key docs: CMS-MULTI-TENANT-ISOLATION.md, DATA-RELATIONSHIP-VALIDATOR.md, MULTI-TENANT-ARCHITECTURE.md ## 06-Operations/ (52 docs) Docker, deployment, monitoring, troubleshooting Key docs: 04-MULTI-MACHINE-DEV-AND-RELEASE.md, CELERY-JOBS-COMPLETE-REFERENCE.md, DOCKER-ARCHITECTURE.md ## 07-Business-Logic/ (30 docs) Business rules, workflows, automation Key docs: AFFILIATE-REFERRAL-SYSTEM.md, CK-KB-ARCHITECTURE.md, COMMISSION-ENGINE-CONFIGURATION.md ## 08-Communication-Systems/ (53 docs) SMS, voice, email, Twilio integration Key docs: COMMUNICATION-PATH-GAPS.md, COMMUNICATION-UI-STATE-MAP.md, EMAIL-BILLING-ENGINE.md ## 09-Core-Innovations/ (63 docs) Platform modes, feature inventory, integrations Key docs: AI-MANAGED-WEBSITES.md, COMPLETE-FEATURE-INVENTORY.md, NATIVE-MODE.md ## 10-Billing/ (30 docs) Payment processing, subscriptions, invoicing (Stripe platform billing; tenant processors via adapter registry) Key docs: BILLING-QUEUE-ENGINE.md, PAYMENT-PROCESSING-ENGINE.md, AI-USAGE-PRICING.md ## 11-Platform-Architecture/ (2 docs) Platform-level architecture decisions Key docs: 00-INDEX.md, 01-MULTI-TENANT-DESIGN.md ## 12-Issues-Found/ (4 docs) Known issues, tech debt, bug tracking Key docs: 00-INDEX.md, DOCUMENTATION-GAPS.md, KNOWN-ISSUES.md ## 13-Testing/ (19 docs) Test strategy, QA automation, test patterns Key docs: 00-INDEX.md, TEST-SUITE-README.md, CI-CD-PIPELINE.md ## 14-Security/ (47 docs) Auth, sessions, JWT, RBAC, tenant isolation, PromptGuard Key docs: 00-COMPLIANCE-INDEX.md, AI-CYBERSECURITY-MONITORING.md, AUTH-DOCUMENTATION-INDEX.md ## 15-AI-Sandbox-Engine/ (13 docs) AI sandbox for safe business modification Key docs: 00-INDEX.md, 01-OVERVIEW.md, 02-ARCHITECTURE.md ## 16-Platform-Commerce/ (3 docs) Solid#'s own billing (NOT multi-tenant), onboarding checkout Key docs: LOCAL-DEV-SETUP.md, 01-ARCHITECTURE.md, 00-INDEX.md ## 17-Investment/ (21 docs) Investment materials, pitch deck, financials Key docs: 00-INDEX.md, A-PLUS-ROADMAP.md, ACQUISITION-THESIS.md ## 18-Strategy-2026/ (33 docs) 2026 roadmap, strategy, priorities Key docs: 00-INDEX.md, 01-VISION.md, 02-TWO-LAYER-ARCHITECTURE.md ## 19-Onboarding/ (55 docs) New tenant onboarding pipeline (3 services, KB food team) Key docs: 17-E2E-THREE-PATH-MAP.md, 18-OAUTH-SESSION-ARCHITECTURE.md, 26-KB-FOOD-TEAM-ORCHESTRATION.md ## 20-Super-Admin/ (5 docs) Internal admin dashboard, tenant management Key docs: 00-INDEX.md, 01-COMPANY-ISOLATION.md, 02-ENVIRONMENT-CONFIG.md ## 21-Solid-Offers/ (4 docs) Product offers, pricing tiers, packaging Key docs: 00-INDEX.md, 01-END-OF-SOFTWARE.md, 02-HORMOZI-AD.md ## 22-Licensing/ (36 docs) Source licensing, vibe coding, customer instances Key docs: LAYER-PATH.md, SOFTWARE-LICENSE-STRATEGY.md, 00-INDEX.md ## 23-Legal/ (4 docs) Terms, privacy, compliance Key docs: 00-INDEX.md, LEGAL-COMPLIANCE-INDEX.md, HAND-TO-ATTORNEY.md ## 24-Pages-Reference/ (13 docs) CMS page templates, components Key docs: 00-INDEX.md, CALENDAR.md, CRM-CONTACT-DETAIL.md ## 25-Platform-Reality/ (21 docs) Platform reality checks, what works vs aspirational Key docs: VISION-AND-STATE.md, 00-INDEX.md, 00-MASTER-PLAN.md ## 26-Public-Site/ (12 docs) solidnumber.com public site Key docs: 00-INDEX.md, AI-INDEXING-SYSTEM.md, MCP-SERVER.md ## 27-Sales-Materials/ (15 docs) Sales collateral, demos, presentations Key docs: 00-INDEX.md, AI-SALES-FUNNEL-ENGINE.md, AI-WORKFORCE-LANDING-PAGE.md ## 28-CRM/ (17 docs) CRM system, contacts, deals, pipelines Key docs: 00-INDEX.md, CRM-BENCHMARK-SALES-INDEX.md, UNIVERSAL-CRM-IMPLEMENTATION-INDEX.md ## 29-Provisioning/ (19 docs) Tenant provisioning, company creation, template cloning Key docs: PROVISION-AI-AGENTS.md, PROVISION-APPENDICES.md, PROVISION-ARCHITECTURE.md ## 30-Social-Media/ (11 docs) Social media integration, posting, scheduling Key docs: 00-INDEX.md, SOCIAL-INDEX.md, SOCIAL-AGENTS.md ## 31-Marketing-Engine/ (9 docs) Marketing automation, campaigns, lead scoring Key docs: GOOGLE-DOMINATION-STRATEGY.md, 00-INDEX.md, INVESTOR-PITCH-DECK-STRATEGY.md ## 32-Integrations/ (12 docs) Third-party integrations (Shopify, QuickBooks, etc.) Key docs: 00-INDEX.md, WEBFLOW-INDEX.md, WORDPRESS-INDEX.md ## 33-Merchant-Systems/ (10 docs) POS, inventory, merchant processing Key docs: 00-INDEX.md, MERCHANT-INDEX.md, MERCHANT-ANALYSIS.md ## 34-Partner-Program/ (21 docs) Partner/reseller program Key docs: ARCHITECTURE.md, BENCHMARKING-INTELLIGENCE.md, BILLING-MODEL.md ## 35-Food-Team/ (5 docs) KB food team (24 agents, 6 phases for KB generation) Key docs: 00-INDEX.md, 09-FOOD-FIGHT-INTEGRATION.md, FOOD-AGENTS-INTEGRATION-COMPLETE.md ## 36-Feedback-Loops/ (5 docs) User feedback, product iteration Key docs: 01-CAPABILITY-LEARNING.md, 02-KB-TEMPLATE-INHERITANCE.md, 03-FAQ-AUTO-GENERATION.md ## 37-Demo-System/ (12 docs) Demo/sandbox environments Key docs: 02-SARAH-KNOWS-YOU.md, 04-DEMO-SANDBOX-ARCHITECTURE.md, 05-SHIFT4-FEE-MANAGEMENT-DEMO.md ## 38-Module-Engines/ (10 docs) Modular business engines Key docs: COMPANY-CONFIG-LIFECYCLE.md, CRAIG-AGENT.md, SESSION-ENGINE.md ## 39-Deep-Dives/ (2 docs) Technical deep dives, architectural explorations Key docs: 00-INDEX.md, BILLING-COMMUNICATIONS-E2E-REPORT.md ## 40-KB-Learning-Engine/ (7 docs) Knowledge base learning and training Key docs: 01-FAQ-GAP-DETECTION.md, 06-KB-INPUT-PARITY.md, 02-CELERY-BEAT-ACTIVATION.md ## 41-Token-Management/ (14 docs) Token gate, AI usage tracking, cost control Key docs: BILLING-PIPELINE.md, COGNITIVE-LIMITER.md, COST-MATRIX.md ## 42-UVX-User-Voice-Experience/ (33 docs) User voice experience, voice AI Key docs: 24-V2-ENGINE-CAPABILITY-GAPS.md, 00-INDEX.md, 01-UVX-STRATEGY.md ## 43-Vector-KB-Search/ (10 docs) Vector search for knowledge base Key docs: 08-CUSTOMER-KB-SECURITY.md, 01-ARCHITECTURE.md, 02-DATABASE-SCHEMA.md ## 44-CFO-Intelligence/ (6 docs) Financial intelligence, CFO-level analytics Key docs: 01-ARCHITECTURE.md, 02-MATHEMATICAL-MODULES.md, 03-ALEX-AGENT-UPGRADE.md ## 45-Developer-CLI/ (38 docs) Key docs: CUSTOM-MODULES.md, DISCOVERY-DRIFT-CHECKLIST.md, VERSION-BUMP-CHECKLIST.md ## 46-Google-Workspace/ (31 docs) Key docs: 10-GOOGLE-SHEETS-DOCS-DRIVE.md, 12-AGENT-TO-AGENT.md, 13-VISION-AND-CURATION.md ## 47-Field-Manual/ (15 docs) Key docs: 00-INDEX.md, 01-WHAT-IS-MCP.md, 02-AGENT-TOOL-CATALOG.md ## 48-Thumbtack-Integration/ (18 docs) Key docs: THUMBTACK-OAUTH-IMPLEMENTATION.md, THUMBTACK-API-REFERENCE.md, THUMBTACK-ERROR-MAPPING.md ## 49-Angi-Integration/ (3 docs) Key docs: ANGI-INTEGRATION-OVERVIEW.md, 00-INDEX.md, ANGI-INTEGRATION-GUIDE.md ## 50-Payments-AI-Integration/ (9 docs) Key docs: 00-INDEX.md, 01-API-REFERENCE.md, 02-AUTHENTICATION.md ## 51-Commerce-Flows/ (10 docs) Key docs: 08-ORDERS-ATTRIBUTION-CONTRACT.md, 09-WORKFLOWS-AND-CAPABILITIES.md, 00-INDEX.md ## 52-Brand-Engine/ (6 docs) Key docs: 00-INDEX.md, 01-BRAND-IDENTITY.md, 02-AI-WIDGET-ENGINE.md ## 53-Ant-Colony/ (9 docs) Key docs: 00-INDEX.md, 01-OVERVIEW.md, 02-DEWEY-DECIMAL-SYSTEM.md ## 54-Developer-Portal/ (10 docs) Key docs: 09-INFLUENCER-MANAGEMENT.md, 00-INDEX.md, 01-PORTAL-ARCHITECTURE.md ## 55-Local-SEO/ (13 docs) Key docs: 10-LLMS-TXT-SYSTEM.md, 00-INDEX.md, 01-OVERVIEW.md ## 56-Leads/ (4 docs) Key docs: 00-INDEX.md, LEAD-CALLING-RULES.md, LEAD-KB-CONTEXT.md ## 57-Motion-Narrative/ (12 docs) Key docs: 00-INDEX.md, 01-PHILOSOPHY.md, 02-MOTION-VOCABULARY.md ## 58-Connections/ (6 docs) Key docs: 00-INDEX.md, 01-ARCHITECTURE.md, 02-FIGMA.md ## 59-Leads-Intelligence-Engine/ (15 docs) Key docs: 00-INDEX.md, AI-RECEPTION-SCRIPTS.md, API-KEYS-AND-PROCUREMENT.md ## 60-Onboarding-V2/ (15 docs) Key docs: 01-VISION.md, 02-ARCHITECTURE.md, 03-CONVERSATIONAL-FLOW.md ## 61-Blog-Writing-Engine/ (2 docs) Key docs: 00-INDEX.md, BLOG-WRITING-ENGINE.md ## 62-Team-Operations/ (6 docs) Key docs: CLAUDE-CODE-ORCHESTRATION.md, CURRENT-STATE.md, ONBOARDING-CHECKLIST.md ## 63-Commerce/ (3 docs) Key docs: 00-INDEX.md, PRODUCT-COLLECTIONS.md, PRODUCT-IMPORT.md ## 64-Audio-Speech-System/ (4 docs) Key docs: 01-CURRENT-STATE.md, 02-BROWSER-SPEECH-GAPS.md, 03-IMPLEMENTATION-PLAN.md ## 65-External-AI-Research/ (2 docs) Key docs: 00-INDEX.md, GENSPARK-ANALYSIS.md ## 66-Solid-KB-SKB/ (6 docs) Key docs: 00-INDEX.md, 00-OVERVIEW.md, 01-ARCHITECTURE.md ## 67-Sarah-Video-Intelligence/ (13 docs) Key docs: 01-VISION.md, 02-ARCHITECTURE.md, 03-CROSS-CHANNEL-MEMORY.md ## 68-Storage-System/ (4 docs) Key docs: 00-INDEX.md, 01-API-REFERENCE.md, 02-DATA-MODEL.md ## 69-Lead-Enrichment-Engine/ (8 docs) Key docs: 00-INDEX.md, API-REFERENCE.md, ARCHITECTURE.md ## 70-Agency-Playbook/ (8 docs) Key docs: 00-INDEX.md, 01-AGENCY-WORKFLOW-TODAY.md, 02-EXTENSIBILITY-MODEL.md ## 71-Agent-Native-CLI/ (7 docs) Key docs: 00-INDEX.md, 01-VISION.md, 02-CURRENT-STATE-REVIEW.md ## 72-UCP-Integration/ (9 docs) Key docs: KEY-MANAGEMENT.md, MCP-VS-UCP-ARCHITECTURE.md, ARCHITECTURE.md ## 73-WebMCP-Integration/ (16 docs) Key docs: GENERATOR-AUTO-EMIT.md, BLOCK-EXTENSIONS.md, CAPABILITIES.md ## 74-Predict-And-Act/ (9 docs) Key docs: 00-INDEX.md, 01-ARCHITECTURE.md, 02-PHASE-1-DEAL-CLOSE.md ## 75-Qchain/ (10 docs) Key docs: 00-INDEX.md, 01-ARCHITECTURE.md, 02-CRYPTO-PRIMITIVES.md ## 77-Internationalization/ (4 docs) Key docs: 00-INDEX.md, 00-OVERVIEW.md, 01-AI-TRANSLATION-PIPELINE.md ## 78-Public-MCP-Server/ (9 docs) Key docs: 04-ARCHITECTURE-MAP.md, 05-CONNECTOR-IDENTITY-MODEL.md, 00-INDEX.md ## 79-Solid-Verbs/ (3 docs) Key docs: EXECUTION-LAYER-SCAFFOLD.md, 00-INDEX.md, VERB-CATALOG.md ## 80-Tenant-Code-Pipeline/ (6 docs) Key docs: 01-MUTATION-PATHS.md, 02-VERSION-HISTORY.md, 03-SAFETY-MODEL.md ## 81-Sales-Agent-CLI/ (2 docs) Key docs: 01-ARCHITECTURE.md, 00-INDEX.md ## 82-Auto-Mode/ (3 docs) Key docs: 01-ARCHITECTURE.md, 02-SUBSYSTEMS.md, 00-INDEX.md ## 83-Staging-Platform/ (4 docs) Key docs: 00-INDEX.md, 00-OVERVIEW.md, 01-ADDING-A-NEW-APP.md ## 84-Dental/ (5 docs) Key docs: 00-INDEX.md, DENTIST-VALIDATION-WORKFLOW.md, GAPS-AND-OPEN-QUESTIONS.md ## 85-ADA-Companion/ (8 docs) Key docs: 01-LOCAL-EXECUTION-SAFETY.md, 05-TOKEN-BILLING-WIRING.md, 00-INDEX.md ## 86-Grok-Intelligence-Layer/ (2 docs) Key docs: 00-INDEX.md, 01-GROK-INTELLIGENCE-LAYER.md ## 87-Bids-Pipeline/ (5 docs) Key docs: 01-ARCHITECTURE.md, 02-API-REFERENCE.md, 03-COMPANY-CONTEXT.md ## 88-Mobile-App/ (16 docs) Key docs: 11-PAYMENT-RAILS-IMPLEMENTATION.md, 00-INDEX.md, 01-PRODUCT-OVERVIEW.md ## 89-Spectrum-Care/ (5 docs) Key docs: 00-INDEX.md, 01-OVERVIEW.md, 02-ROLES-COMPANIES-DISTRIBUTION.md ## 90-Telehealth-Module/ (12 docs) Key docs: 00-INDEX.md, 01-OVERVIEW.md, 02-ARCHITECTURE.md ## 91-Kubernetes-Platform/ (6 docs) Key docs: 00-INDEX.md, 01-CLUSTER-STATE.md, 02-BLOCKERS-AND-TRAPS.md ## 92-NICE-SIP-Trunk/ (4 docs) Key docs: 00-INDEX.md, 01-E2E-INGRESS-MAP.md, 02-ADAPTER-ARCHITECTURE-AND-MULTI-CLIENT-ISOLATION.md ## 97-Completed-Sprints/ (76 docs) Key docs: SPRINT-AI-NATIVE-COMMERCE.md, SPRINT-CONTEXT-LIBRARY-DDC.md, SPRINT-DNS-PER-SITE.md ## 98-Backlog/ (100 docs) Future work items, backlog Key docs: PLATFORM-PARITY-SPRINT.md, SPRINT-DESIGNER-MARKETPLACE.md, SPRINT-LINKEDIN-INTEGRATION.md ## 99-Active-Sprints/ (81 docs) Current sprint items Key docs: SPRINT-AGENCY-DEVELOPER-PLATFORM.md, SPRINT-BE-THERE-CAMPAIGN.md, SPRINT-CLI-LANDING-AND-WEB-DEMO.md ====================================================================== END — 1890 docs across 97 sections ======================================================================