Settings
Platform configuration & administration
🛡️ Public data only — no PHI permitted on this instance.
AI Assistant (Claude)NOT CONFIGURED
Claude-backed memos, Q&A, chat — not yet configured. Click to connect via ANTHROPIC_API_KEY.
Custom KPIs
Define custom metrics beyond the 38-metric registry.
Automation Rules
When-this-then-that rules for deal events.
Integrations
Connect to DealCloud, Salesforce, Slack.
System Info
Server status, version, database info.
Health Check
Database, migrations, disk, latency.
Database Backup
Download SQLite database backup.
Analytical Modules
51 modules status and connections.