⚙️ Site Settings
One place for every credential. All tools on the site load from config.json via settings-api.php — update here, everything updates. Include config.php in PHP proxies. Use config-loader.js in HTML pages.
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🔐 Site Security — ▾
Site Auth Token
Used as ?token= on every page and proxy. All other keys are protected by this token. Keep it strong.
🤖 AI — Anthropic Claude — ▾
Anthropic API Key
Used by: Brain Dump AI, DD Optimizer, research.html, taxdocs.html, meeting.html, and all Claude-powered tools.
📈 Market Data — Financial Modeling Prep — ▾
FMP API Key
Used by: traditional.html (investment table, earnings calendar), research.html supplemental data.
👥 CRM — Redtail — ▾
Redtail Username
Redtail Password
Redtail API Key (subscriber key)
Used by: rt_proxy.php, PII tokenizer pipeline, meeting.html CRM lookups.
💼 Portfolio Reporting — Black Diamond — ▾
BD Client ID
BD Client Secret
Used by: taxdocs.html Black Diamond PDF import, BD reporting pages.
🌐 External APIs — Google & X/Twitter — ▾
Google API Key
Google Cloud Console key. Used by CPA referral tool and any Google Maps/Places integrations.
X / Twitter Bearer Token
X API v2 bearer token. Used by market intel / research tools.
🗂 Other — SEC EDGAR & Misc — ▾
SEC EDGAR User-Agent (required by SEC)
SEC requires a descriptive User-Agent for EDGAR API calls. Format: "Company Name email@domain.com". Used by research.html.
SMTP Host (optional, for email tools)
SMTP Username
SMTP Password