Test MD Stack

9 cards
MD

Archived - Stacklist Product Canon (Graphed MRR Model)

The Stacklist Product Canon provides a canonical classification of Stripe products for MRR calculation, derived from a Pricing Canon and Pricing Map CSV, validated against the Stripe MRR dashboard. It categorizes products into SaaS tiers, add-ons, legacy plans, various services, one-time charges, and excluded items, defining specific MRR segments and a canonical MRR query with rules for discount handling.

MD

Published Graphed Queries

Published Graphed Queries details various financial data queries categorized by Revenue (Stripe), Expenses (Brex and QBO), and Cash Position (QBO and Brex). Each entry provides an environment variable, query ID, return format, data source, and specific notes regarding its implementation and data nuances.

MD

Stacklist Product Knowledge

Stacklist Product Knowledge is the source of truth for Stacklist product facts, covering features, pricing, workflows, permissions, and terminology, with data pulled live from the Stacklist MCP at the start of each drafting session. This session-cached data can become stale, and authoritative pricing and product-to-tier mapping are found in separate Ledger canon files.

MD

Active Paying Clients — April 8, 2026

Active Paying Clients — April 8, 2026, provides a snapshot of current paying clients, detailing metrics like total accounts, estimated MRR, and service add-ons in use. It categorizes clients by tier (Organization, Agency, Team, Solo Yearly, Solo Monthly, and Legacy/Other), listing individual clients with their billing amounts, intervals, add-ons, and next billing dates.

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Fin for sales offers comprehensive guidance on training, deploying, and configuring the Fin AI assistant for sales teams. It covers lead enrichment, CRM integrations, performance analysis and reporting, and provides answers to frequently asked questions.

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Fin Procedures are comprehensively explained, detailing their creation, building, and application, including when to transition from Fin Tasks or use them instead of Workflows or Guidance. The collection also covers writing instructions and code conditions, running sub-procedures, managing versions, reporting, and integrating with data connectors, alongside troubleshooting and FAQs.

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Intercom provides a Slack integration for viewing and responding to customer messages directly within Slack, featuring seamless Inbox integration and AI-powered support. This functionality is supported by articles detailing how to connect Slack channels, set up notifications, and broadcast messages on Slack.

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The "Roles" collection teaches users how to leverage Fin as a Customer Agent across the entire customer experience, including service, sales, and e-commerce. It then extensively covers Fin for sales, detailing its explanation, training, configuration, deployment, lead enrichment, CRM integrations, analysis, and frequently asked questions.

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Fin for ecommerce is an AI agent for Shopify merchants that provides shopping assistance and support, guiding product discovery, accelerating purchases, driving conversions, and handling post-purchase requests through deep integration with Shopify APIs. Training involves connecting your Shopify store, which syncs product catalogs and content, and then configuring content, guidance, escalation, and procedures.