FinBiz

Run it

The system starts from an empty clone. What is missing, you bring, and you are told before you start rather than after.

What you need

Dockerwith the Compose plugin.
Diskabout 3 GB, including the knowledge base.
Your own keysThe scraper calls a language model for the extraction step. No key is provided: you use your own account. Without one, everything else starts and only extraction is unavailable.

Start

git clone https://github.com/Finbiz-chicago/stack.git
cd stack
cp .env.example .env        # fill it in; nothing is pre-filled
./bootstrap.sh              # downloads the data, restores it, starts

The stack listens on local ports. It assumes no reverse proxy, no domain name and no certificate: it runs on a bare machine.

Prove it works

./smoke-test.sh

The test queries the database and the services for real. It fails if a variable is missing or the data was not restored, and --self-check proves it can fail at all: a test that cannot say no says nothing when it says yes.

One manual step the test does not cover

The chat interface serves its page as soon as the stack is up, but question and answer stays dead until the n8n workflows are imported from services/chat/n8n_workflows/ and their credentials entered by hand. Nothing ships with credentials. Expect this on day one; it is not a fault.

What does not start from a clone

Entering records into the partner directory is driven from a browser where a person has logged in themselves. No directory credential exists on the server and no program holds one. That is a deliberate constraint, not a gap.