System setup

Start with the AI Owner key.

Enter the AI Owner key first, verify it, then let BellPath guide Plaid, Stripe, Supabase, sync, tax agents, security, and the rest of the business setup.

Enter AI Owner key

App

Checking

Manifest, service worker, and shell files.

AI

Checking

Owner assistant and provider route.

Market Data

Checking

Investing price provider and API key setup.

Plaid

Checking

Bank connection route and Plaid setup.

Supabase Sync

Checking

Public config, sync endpoint, and vault settings.

Stripe

Checking

Checkout and sales routes.

Security

Checking

CSP, noindex owner mode, and encrypted secret vault.

Settings

AI Owner first, then everything else

Keys stay on this device unless you connect sync. Live customers start clean; use Demo for sample data.

First step

AI Owner key

This key powers the owner agent that helps configure, verify, and operate the BellPath business. You still approve sensitive actions.

AI Owner provider AI Owner model AI Owner endpoint AI Owner API key Setup password for this device

Open AI agents

Waiting for the AI Owner key.

AI Owner setup concierge

Ask it to walk you through keys, Plaid URLs, webhooks, Stripe, Supabase, market data, search, documents, or the tax agents step by step.

Setup question

Save or unlock the AI Owner key for live provider help. Until then, BellPath will give a local setup checklist.

Owner profile and vault

Use this password to encrypt API keys for this browser/device.

Name Email Timezone Setup password

Secrets locked.

Market Data Providers

The first provider with a saved key is used for live pricing.

1. Finnhub -> 2. Alpha Vantage -> 3. Demo prices

Market data provider Finnhub API key Alpha Vantage API key Market refresh interval

Auto-refresh investment prices when a live provider is connected

Plaid (Bank & Brokerage Linking)

Connect account linking only when you are ready to use Plaid.

Plaid Worker URL Plaid environment Plaid client ID Plaid products Plaid redirect URI Plaid webhook receiver Plaid secret Plaid Item access token for sandbox/development test only

Plaid API keys Plaid dashboard Plaid Link docs Sandbox testing Item remove docs Fire webhook docs Plaid docs

Plaid disconnect calls /item/remove. Webhook tests use /sandbox/item/fire_webhook with NEW_ACCOUNTS_AVAILABLE.

AI Providers (Coach, Insights)

Add at least one provider. Set spending limits in the provider dashboard.

AI provider AI model AI endpoint AI API key

Supabase, Stripe, Analytics

Optional ecosystem services for sync, payments, automations, and reporting.

Supabase URL Supabase token Cloud sync endpoint Stripe publishable key Payhip product URL Zapier webhook URL Google tag ID Facebook pixel ID

Result

Setup state

Ready.