Solvr AI Platform

Implementation Proposal

Prepared by: Jake Shore, MCP Engage
Prepared for: Zack Lee, Solvr
Date: February 6, 2026
Investment: $20,000
Timeline: 6 Weeks
Retainer: $2,000/month (post-launch)
Powered by: OpenClaw (open-source AI agent platform)

Executive Summary

Zack — based on our conversation, here’s what we’re building: a Work Operating System that combines your entire tech stack into one AI-powered platform, a Factory for your most critical systemized process, and personal AI assistants for both you and Allyson.

This isn’t three chatbots. It’s a unified platform where your team of AI agents shares memory, coordinates handoffs, spawns sub-agents for bulk work, and operates with human-in-the-loop approval before anything goes out the door.

After reviewing your full service catalog across all four pillars — Growth Accelerator, Finance Navigator, Operations Optimizer, and Talent Solutions — we’ve designed this initial build to hit the Growth Accelerator pillar hard (since that’s your focus right now) while laying the foundation that expands cleanly into the other three pillars as Solvr scales.

What You’re Getting

How This Maps to Your Pillars

We read your entire service catalog. Here’s what this build covers now, what it sets up for next, and what comes in future expansions.

Pillar 1: Growth Accelerator — PRIMARY FOCUS

This is where your agents hit hardest on day one. You told me this is your first phase, so we’re going deep here.

Marketing (Rose + Miles)

Sales Enablement (Rose + Miles)

Technology/AI (Miles + Sub-Agents)

Pillars 2-4 — FOUNDATION LAID, READY TO EXPAND

The architecture we’re building supports all of this. The shared memory layer, the coordination protocol, the MCP server framework — it’s all designed so new agents and capabilities plug in without rearchitecting anything.

Each expansion is additive. We don’t start over — we add agents and MCP servers to what’s already running.

Architecture

Agent Specifications

Agent 1: Dorothy “Dot” Ashby — Zack’s Personal AI

Role: CEO Executive Assistant / Chief of Staff
Personality: Buttoned-up, likable, efficient, proactive
Access: Discord (private channels) + Telegram for on-the-go

Dot is your right hand. She handles your calendar, your meetings, your documentation, and your LinkedIn presence. She shares memory with Rose and Miles so she’s always aware of what’s happening across the business, but your private conversations stay private through permission scoping.

Agent 2: Rose Callahan — Allyson’s AI + Growth Engine

Role: CGO Executive Assistant / Sales & Marketing Director
Personality: Warm, polished, professional, conversational, proactive
Access: Discord + Telegram
North Star KPI: 5 qualified sales conversations on Allyson’s calendar per week

Rose is Allyson’s assistant and your growth engine. She manages leads from every source, nurtures them through GHL, handles social media, monitors ad campaigns, and keeps Allyson’s calendar full of qualified conversations.

Agent 3: Miles Thornton — Operations + Factory

Role: Operations Manager / Orchestrator
Personality: Detail-obsessed, precise, perfectionist, calm, methodical, proactive
Access: Discord (Work OS channels) + Factory dashboard

Miles is your operational backbone and your factory foreman. He tracks every deliverable across every client, spawns sub-agents when bulk work needs to happen, generates all your reports and branded assets, and makes sure nothing falls through the cracks.

The Factory

The Factory is Miles’s domain. It’s a systemized pipeline for your most important recurring process — likely your monthly client deliverable generation (brochures, training materials, reports, all branded per client).

How It Works

The Factory is expandable. Once this first pipeline is proven, we can add more: client onboarding pipeline, referral-to-admission pipeline, quarterly reporting pipeline, etc.

Shared Memory & Coordination

Why This Matters

You specifically mentioned wanting agents that share memory and work together. This is the layer that makes that happen.

All three agents share a single SQLite database for company knowledge, client context, agent-to-agent messaging, and task management.

Privacy Scoping

Your private conversations with Dot (doctor’s appointments, personal travel, wedding stuff, whatever) stay scoped to private. Business context flows into shared so Rose and Miles can reference it. We’ll tune the permission boundaries during the build so nothing leaks where it shouldn’t.

Self-Improvement Loop

Every morning at 7 AM, each agent reviews: - What it did in the last 24 hours - What it messed up - What it learned

This self-review feeds back into its instructions. The agents get better at their jobs over time without you having to retrain them manually.

MCP Server Inventory

All MCP servers are custom-built by Jake Shore and the MCP Engage team, powered by the open-source OpenClaw platform. Full source code included — you own everything.

Total: 10 MCP servers, 235+ tools

Security & Safeguards

Based on our conversation, here’s how we’re handling security:

Implementation Timeline

30-minute check-ins: Tuesdays and Thursdays throughout the build.

Week 1: Foundation

• Deploy coordination layer (SQLite + shared memory)
• Configure GoHighLevel MCP (already built — tune for Solvr’s pipelines)
• Build Google Workspace MCP
• Set up agent base configurations (Dot, Rose, Miles)
• Configure Discord channels / Telegram access

Week 2: Core Integrations

• Build Notion MCP
• Build LinkedIn MCP
• Configure agent personalities and system prompts
• Initial testing with Dot (meeting intelligence + calendar flow)
• Test shared memory across agents

Week 3: Marketing & Growth Stack

• Configure Google Ads MCP (already built)
• Configure Meta Ads MCP (already built)
• Build GA4 Analytics MCP
• Test Rose’s lead generation and CRM workflows
• Test GHL pipeline integration (sales + patient intake)

Week 4: Operations & Content

• Build Whisper Transcription MCP
• Build Design Generator MCP
• Build Telegram/Comms MCP
• Test Miles’ reporting, design, and content generation
• Build Factory pipeline (first systemized process)

Week 5: Integration & Sub-Agents

• Test agent-to-agent communication and handoffs
• Test sub-agent spawning and bulk work orchestration
• Configure Factory quality gates and approval workflows
• End-to-end workflow testing across all pillars touched
• Human-in-the-loop approval flow testing

Week 6: Polish & Training

• Performance optimization and memory tuning
• Self-improvement cron jobs configured
• Documentation and runbooks
• Training sessions with Zack + Allyson
• Go-live

Deliverables

Code & Infrastructure

Documentation

Support During Build

Investment

Project Total: $20,000

Payment Schedule

Post-Launch Retainer: $2,000/month

What’s Included vs. What You Provide

MCP Engage Provides

• ✅ All 10 MCP servers (full source code — you own it)
• ✅ Agent configurations, system prompts, personality tuning
• ✅ Work OS setup and configuration
• ✅ Factory pipeline with sub-agent orchestration
• ✅ Shared memory coordination layer
• ✅ Deployment to your infrastructure
• ✅ Full documentation and training
• ✅ 30-day post-launch support
• ✅ 90-day bug fixes

Solvr Provides

• API credentials (GHL, Google, LinkedIn, Meta, Notion)
• Hosting infrastructure (your Mac Mini or a VPS — we’ll advise on best option)
• Access to existing systems for integration testing
• Your PULSE™ sales manual and training content (so we can chunk it properly)
• Master brochure/collateral templates (so agents can customize per client)
• Time for bi-weekly check-ins and training sessions
• Feedback throughout the build

Ongoing Costs (Post-Project)

For context: one full-time employee costs $3,500-6,000/month minimum. You’re getting three agents that work 24/7 for roughly the cost of half an employee.

What’s Not Included — Recommended Future Expansions

This build focuses on Pillar 1 (Growth Accelerator) with light coverage across the other pillars. The following capabilities are not included in this $20,000 engagement but are strongly recommended as future phases. Each one plugs directly into the platform we’re building — no rearchitecting, no starting over, no wasted work.

We’re listing these in detail so you can see the full picture of where this goes.

Expansion 1: Finance Navigator — Recommended

Estimated Investment: $6,000-8,000
New Agent: Vera (Finance & Reporting Analyst)
New MCP Servers: QuickBooks/Sage MCP, Dashboard/Reporting MCP

Why it’s not in this build: Requires accounting system integration (QuickBooks, Sage) and financial data pipelines that are separate from your Growth Accelerator stack. Best to get Growth running first, then layer this in.

Expansion 2: Operations Optimizer — Recommended

Estimated Investment: $8,000-10,000
New Agent: Nora (Clinical Operations Specialist)
New MCP Servers: Document Intelligence MCP, Knowledge Base MCP (RAG)

Why it’s not in this build: Requires EMR/EHR integration for clinical data, document intelligence for auditing, and a RAG knowledge base pipeline for the Knowledge Hub. These are specialized infrastructure builds that deserve their own focused phase.

Expansion 3: Talent Solutions — Recommended

Estimated Investment: $5,000-7,000
New Agent: Harper (Talent & HR Manager)
New MCP Servers: Knowledge Base MCP (shared with Ops if built), Voice Agent MCP

Why it’s not in this build: While Rose and Miles handle some recruitment marketing and content in this build, the full Talent Solutions pillar needs a dedicated HR agent, a RAG knowledge base for handbook/policy Q&A, and a voice agent for the compliance hotline. Best layered in after Growth and Finance are running.

Expansion 4: Clinical Eligibility AI — Recommended (Advanced)

Estimated Investment: $10,000-15,000
New Agent: Dedicated Clinical AI Agent
New Infrastructure: HIPAA compliance layer, PHI de-identification pipeline

Why it’s separate: This is the highest-complexity, highest-liability service in your catalog. It requires: - HIPAA-compliant architecture from the ground up - PHI de-identification pipeline before any AI processing - Integration with client EMR/EHR systems - Clinician validation workflows with audit trails - Careful legal review of the entire pipeline

Our recommendation: Build this last, after all other pillars are proven and running. The compliance requirements are significant, and you want the rest of the platform stable before introducing clinical data workflows.

Full Expansion Summary

Each expansion is scoped and priced during retainer calls when you’re ready. No pressure, no timeline — you decide when each pillar makes sense for Solvr’s growth.

Why MCP Engage + OpenClaw

• 65+ GoHighLevel tools already built — battle-tested, production-ready. Your GHL integration isn’t starting from scratch.
• 30+ MCP servers built across industries — Jake and the MCP Engage team know what works and what doesn’t at scale.
• Powered by OpenClaw — an open-source AI agent platform. No proprietary black boxes. You can inspect, modify, and extend everything.
• Full ownership — you own the code, you host it, there’s no vendor lock-in. If we part ways, you keep everything.
• Simple infrastructure — SQLite over complex distributed systems. Reliable, fast, easy to maintain.
• Built for expansion — the platform is designed to grow with Solvr. Every future agent and MCP server plugs in cleanly.
• Ongoing partnership — Jake isn’t a set-it-and-forget-it contractor. The $2k/mo retainer means you always have an AI expert in your corner as the technology evolves.

Next Steps

1. Review this document — mark it up, tell me what’s missing, what doesn’t match your vision
2. Schedule our alignment call — we walk through your markup together, get on the same page
3. Finalize and sign — once we’re both 100% aligned on what’s being built
4. Kickoff — $10,000 deposit, and we start Week 1

I’m not taking your money until we’re both fully aligned on the vision. That’s how I work.

Prepared by: Jake Shore, MCP Engage
Date: February 6, 2026

This proposal is valid for 30 days from the date above.