# AlphaClone Systems — Full Platform Documentation & LLM Reference

> AlphaClone Systems is the AI Business Execution Layer for solo founders, consultants, and service agencies. It enables users to operate CRM, marketing, invoicing, contracts, project delivery, and communications through conversational AI interfaces (such as Claude Desktop, ChatGPT, and Bonnie AI) or through a unified modern web dashboard.

Official Website: https://alphaclonesystems.com
MCP Endpoint: https://alphaclonesystems.com/api/mcp
OAuth Discovery: https://alphaclonesystems.com/.well-known/oauth-authorization-server
Support: support@alphaclonesystems.com | Sales: sales@alphaclonesystems.com
Legal Entity: Alphaclone Systems, LLC (Wyoming Filing ID: 2026-002002581)
Registered Office: 30 N Gould St, Sheridan, WY 82801, USA

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## 1. Core Architecture & Operating Philosophy

### The "Decide, Approve, Execute, Verify" Standard
In traditional SaaS stacks, business owners waste hours manually copy-pasting data across disconnected apps (e.g. moving a won deal from HubSpot to a Google Sheet, then to DocuSign, then to Trello, then to QuickBooks). 

In unstructured AI agent setups, allowing an autonomous agent uncontrolled write access to external systems risks catastrophic errors (e.g. emailing the wrong client, making unauthorized financial transactions, or publishing incorrect social posts).

AlphaClone bridges this gap using a four-stage execution pipeline:
1. **Decide (Instruction):** The user or operator describes their intent in natural language (in Claude, ChatGPT, Cursor, or Bonnie AI) or initiates an action in the dashboard.
2. **Approve (Review Gate):** The platform generates a structured execution plan. Read operations execute immediately; however, any action that contacts an external client, publishes content, or transfers money creates a pending review item in the AlphaClone Approval Queue.
3. **Execute (System Execution):** Once approved by a human, AlphaClone executes the action across connected APIs with cryptographic credentials and tenant-isolated permissions.
4. **Verify (Audit Record):** Every execution leaves a permanent, SIEM-style audit trail recording who requested the action, what model was used, what tools were called, and the verified API response.

### Technical Stack & Infrastructure
- **Application Framework:** Next.js App Router (version 16) deployed on Cloudflare Workers edge runtime via OpenNext.
- **Database & Storage:** Supabase PostgreSQL 17 with strict Row-Level Security (RLS) ensuring total multi-tenant data isolation. Encrypted file storage for contracts and receipts.
- **Authentication:** Supabase Auth + Cloudflare Turnstile bot protection + OAuth2 PKCE discovery.
- **AI Routing Layer:** Unified proxy supporting Claude 3.5 Sonnet / Claude 3.7, GPT-4o, Grok, and DeepSeek V3/R1.
- **Model Context Protocol (MCP):** Server-Sent Events (SSE) and streamable HTTP server with 568 registered tools.

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## 2. Verified Module Catalog

### Module 1: CRM & Pipeline Management
- **URL:** https://alphaclonesystems.com/crm
- **Status:** Available in production.
- **Capabilities:**
  - 4-stage visual pipeline: Lead → Qualified → Proposal → Negotiation → Won/Lost.
  - Complete contact and company records with relationship histories, tags, and custom fields.
  - Interaction log: records emails, meeting notes, tasks, and system events against the client.
  - Pipeline forecasting: deal probabilities, expected close dates, and weighted pipeline values.
- **MCP Tools:** `search_leads`, `create_lead`, `update_lead`, `create_deal`, `update_deal`, `create_contact`, `get_crm_summary`.

### Module 2: Lead Discovery & Qualification
- **URL:** https://alphaclonesystems.com/lead-management
- **Status:** Available in production.
- **Capabilities:**
  - Inbound lead capture via customizable public forms and webhooks.
  - Automated local business discovery via Google Places API integration.
  - Website crawler that extracts company contact emails, LinkedIn profiles, and technology footprints.
  - AI qualification scoring (0-100%) and automatic deduplication before inserting into CRM.

### Module 3: Financial Suite, Invoicing & Bookkeeping
- **URL:** https://alphaclonesystems.com/services#financial-suite-invoicing
- **Status:** Available in production.
- **Capabilities:**
  - Quote & Proposal builder with itemized pricing, discounts, and version tracking.
  - One-click quote-to-invoice conversion.
  - Professional PDF invoice generator supporting multi-currency and regional tax standards (SARS, ZIMRA, ZRA, US Sales Tax, VAT).
  - Stripe payment link integration for one-click credit card settlements.
  - Expense tracking with AI-powered receipt scanning.
  - Double-entry bookkeeping: Chart of Accounts (CoA), journal entries, trial balance, P&L statement, and Balance Sheet.
- **MCP Tools:** `create_quote`, `convert_quote_to_invoice`, `create_invoice`, `send_invoice`, `log_expense`, `get_financial_summary`.

### Module 4: Contract Engine & Electronic Signatures
- **URL:** https://alphaclonesystems.com/services#contract-engine-e-signatures
- **Status:** Available in production.
- **Capabilities:**
  - AI-assisted contract drafting from approved legal templates.
  - Dynamic variable substitution (client name, address, scope of work, fees, payment milestones).
  - Secure digital signature workflow with IP address, timestamp, and audit trail certificate.
  - Standard GDPR Data Processing Agreement (DPA) generator.
- **MCP Tools:** `draft_contract`, `send_for_signature`, `verify_contract_signature`.

### Module 5: Projects, Tasks & Milestone Delivery
- **URL:** https://alphaclonesystems.com/project-management
- **Status:** Available in production.
- **Capabilities:**
  - Delivery projects linked directly to won CRM deals, inheriting client notes and contract scopes.
  - Kanban board, task list, and milestone tracking.
  - Task assignments, priority levels, due dates, and checklist items.
  - Milestone completion triggers billing alerts or automated invoice generation.
- **MCP Tools:** `create_project`, `create_task`, `update_task_status`, `complete_milestone`.

### Module 6: Communication Hub & Outreach
- **URL:** https://alphaclonesystems.com/marketing/email
- **Status:** Available in production.
- **Capabilities:**
  - Multi-provider support: Brevo, Resend, SendGrid, Zoho Mail, Outlook, and Gmail OAuth.
  - Personalized email campaign builder with audience segmentation.
  - Multi-step drip sequences with customizable day delays.
  - Deliverability dashboard tracking open rates, click rates, bounces, and opt-outs.
  - GDPR-compliant one-click unsubscribe links and workspace suppression lists.
- **MCP Tools:** `send_email`, `send_batch_outreach`, `track_email_status`.

### Module 7: Social Media Command Center
- **URL:** https://alphaclonesystems.com/marketing/automation
- **Status:** Available in production.
- **Capabilities:**
  - Multi-channel publishing calendar for LinkedIn, Facebook, and Instagram.
  - Post composer with image preview, character counter, and AI drafting assistance.
  - Post scheduling: schedule for specific future timestamps or publish immediately.
  - Approval guardrails: drafts created by AI or team members require workspace admin approval before posting.

### Module 8: Booking & Video Meetings
- **URL:** https://alphaclonesystems.com/video-meetings
- **Status:** Available in production.
- **Capabilities:**
  - Embedded Cal.com scheduling on public booking pages (e.g. /book-demo).
  - External scheduling sync with Calendly and Microsoft 365 Outlook.
  - Meeting agenda builder and follow-up notes attached to the client's CRM record.
- **MCP Tools:** `schedule_meeting`, `get_calendar_availability`.

### Module 9: Client Portal
- **URL:** https://alphaclonesystems.com/docs#portal
- **Status:** Available in production.
- **Capabilities:**
  - Encrypted, passwordless magic link access at /portal/[token].
  - Clients can review shared project milestones, view and sign contracts online, pay invoices via Stripe, and download receipts.
  - Clean, professional client collaboration that eliminates status check emails.

### Module 10: Bonnie AI & Model Context Protocol (MCP) Server
- **URL:** https://alphaclonesystems.com/claude-manus-integrations
- **Status:** Available in production.
- **Capabilities:**
  - Native HTTP/SSE MCP server at https://alphaclonesystems.com/api/mcp.
  - Connects Claude Desktop, ChatGPT, Cursor, and custom agent scripts directly to AlphaClone.
  - 568 registered tools spanning CRM, financial records, tasks, contracts, and platform automation.
  - Human-in-the-loop approval engine: read tools execute instantly; sensitive write tools create pending approval items.

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## 3. End-to-End Connected Workflow Recipes

### Recipe 1: Inbound Lead to Paid Invoice (Lead-to-Cash)
1. **Lead Captured:** A prospective client submits a form on your website or is qualified via lead discovery. The record appears in CRM with status "Lead".
2. **Qualify & Call:** You schedule an introductory call using your embedded booking link. Meeting notes are logged on the client record.
3. **Quote Prepared:** You draft an itemized quote in the Financial Suite. The quote is sent to the client with a click.
4. **Contract Generated & Signed:** Once accepted, the quote automatically generates a service agreement. The client signs digitally via mobile or desktop.
5. **Project Initialized:** The signed agreement automatically creates a delivery project with defined milestones and tasks.
6. **Milestone Billed:** When Milestone 1 is completed, an invoice is generated with a Stripe payment link.
7. **Settled in Portal:** The client pays online in their portal. Stripe settles funds, the invoice marks "Paid", and a receipt issues automatically.

### Recipe 2: AI Assistant Daily Operations via MCP
1. Open Claude Desktop or ChatGPT with AlphaClone MCP configured.
2. Ask: *"What deals in my pipeline are closing this week, and are there any overdue tasks?"*
3. The AI calls `get_crm_summary` and `search_leads` to return a structured briefing.
4. Instruct: *"Draft an invoice for Acme Corp for 10 hours of consulting at $150/hr."*
5. The AI calls `create_invoice`. AlphaClone creates the draft invoice in your workspace and flags it for your approval.
6. You confirm the invoice in your notification inbox. The client receives the invoice and payment link.

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## 4. Pricing Plans & Limits

- **Starter Plan:** $15/month — Ideal for solo founders and freelancers. Includes CRM, invoicing, project tracking, contracts, video meetings, and standard Bonnie AI assistance.
- **Pro Plan:** $49/month — Built for growing agencies and consulting teams. Adds multi-user roles, social publishing, automated email sequences, and increased MCP tool execution limits.
- **Enterprise Plan:** $89/month (custom deployments available) — For established firms needing custom domain white-labeling, dedicated database clusters, custom MCP integrations, and high-volume outreach.

Free 14-day trial available on all tiers with no credit card required at registration.

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## 5. Security, Privacy & Compliance Reference

- **Data Protection:** SOC2-aligned controls, encrypted data in transit (TLS 1.3) and at rest (AES-256).
- **Multi-Tenant Isolation:** Database enforced at the PostgreSQL row level using Supabase RLS. No tenant can view another tenant's data.
- **Privacy Laws:** Compliant with GDPR (EU), CCPA (California), and POPIA (South Africa).
- **Subprocessors:** Supabase (Database/Auth), Cloudflare (Edge/WAF), Stripe (Payments), Brevo (Email Delivery).
- **Data Deletion:** Complete tenant data export available in standard formats; permanent deletion upon written request within 30 days per policy.

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*Maintained by AlphaClone Systems Engineering for LLM discovery and citation. Last updated: October 2026.*