# Warren AI

> Multi-agent AI ecosystem for advisory workflows, enterprise CRM, live consultation rooms, and professional services.

## Academy Training Courses
- [New Immigrant's Financial Roadmap (New Immigrants)](https://crm.wagents.app/training/immigrant-guide): A comprehensive roadmap for adult immigrants adjusting to the US financial system. Cover bank accounts, taxes, retirement, health insurance, and starting a business.
- [Kid's US Finance & Tax Guide (Kids & Families)](https://crm.wagents.app/training/kids-guide): Learn the fundamentals of money, compound interest, savings accounts, investing, and taxes in a fun and engaging way!
- [US Company Registration & Tax Planning Guide (Business Startups)](https://crm.wagents.app/training/business-guide): A professional manual for startup founders and business owners navigating entity selection, company formation, and tax strategy in the United States. Co-authored by Warren Legal Associates and Warren CPA Group.
- [Personal Financial Planning (Financial Planning)](https://crm.wagents.app/training/personal-finance-planning): A professional training course on wealth management, risk mitigation, entity structuring, tax planning, and retirement strategy. Directed by Florea Hugo.
- [Insurance & Risk Management (Risk Analysts)](https://crm.wagents.app/training/insurance-risk-management): Comprehensive CFP training program covering risk analysis, home and auto policies, personal liability, and corporate insurance options.
- [Retirement Planning (Retirement Planning)](https://crm.wagents.app/training/retirement-planning): A comprehensive, professional training course on retirement needs analysis, qualified plans, IRAs, Social Security, deferred compensation, and succession strategies. Directed by Florea Hugo.
- [Income Tax Planning (Tax Planning Specialist)](https://crm.wagents.app/training/income-tax-planning): A professional training program covering the U.S. federal income tax system, itemized deductions, capital gains, passive activity rules, AMT, and business entity selection.

## Public Brand Showcases & Catalog
- [Apex Tax Accounting & Forensic Audit Group](https://crm.wagents.app/catalog/mcpapp/brand-page/apex-tax-forensic): Precision Corporate Tax Planning, Forensic Audits & IRS Defense
- [Nexus Growth Marketing & Strategy Agency](https://crm.wagents.app/catalog/mcpapp/brand-page/nexus-growth): Omnichannel Digital Brand Positioning, Loss Prevention & AI Workflows
- [ProTorch Company Inc.](https://crm.wagents.app/catalog/mcpapp/brand-page/protorch): Professional Cord Storage, Industrial Work Lights & Power Distribution
- [Vanguard Wealth & Enterprise Financial Advisory](https://crm.wagents.app/catalog/mcpapp/brand-page/vanguard-wealth): Quantitative Risk Analysis & Dynamic Portfolio Capital Optimization
- [DM6 Clean Tech (Water Dust Floor Cleaners)](https://crm.wagents.app/catalog/mcpapp/brand-page/dm6-clean-tech): Innovative Water Dust Circulation, 180° Lie-Flat & Zero Flying Dust Floor Cleaners
- [Gaoyou Qinyou Egg Products Co., Ltd.](https://crm.wagents.app/catalog/mcpapp/brand-page/qinyou-egg): China Time-Honored Brand & Geographical Indication Gaoyou Salted Duck Eggs
- [EXPRealty-TPT Group](https://crm.wagents.app/catalog/mcpapp/brand-page/tong-parsons-terrell-realty): The Fastest-Growing Asian-Owned Real Estate Brokerage in DFW
- [Warren Premier Legal & Corporate Advisory](https://crm.wagents.app/catalog/mcpapp/brand-page/warren-premier-legal): Premier Counsel for High-Stakes Corporate Mergers, Governance & Compliance
- [Golden Realty](https://crm.wagents.app/catalog/mcpapp/brand-page/golden-realty): A Texas Licensed Real Estate Brokerage Firm
- [Henderson Real Estates](https://crm.wagents.app/catalog/mcpapp/brand-page/henderson-real-estates): Guiding North Texas real estate decisions with expertise and care.

## Public Agent Capabilities & MCP Tools
- [MCP endpoint](https://crm.wagents.app/api/mcp): Model Context Protocol server (JSON-RPC over HTTP — not a web page). Connect an MCP client here to call the read-only tools below.

Read-only tools:
- `catalog_search_offerings`: Searches published services, products, and packages in catalog
- `catalog_get_brand_page`: Retrieves brand identity, showcase sections, and offerings
- `catalog_list_brands`: Lists all registered partner brands and storefronts
- `catalog_get_item`: Fetches detailed item specs and pricing by ID
- `catalog_get_service_page`: Renders interactive service offering and booking hooks
- `catalog_get_product_page`: Renders interactive product showcase and cart triggers
- `catalog_get_collection_page`: Renders themed collections and merchant galleries
- `catalog_get_home`: Renders marketplace catalog home dashboard
- `catalog_get_promo_ad`: Renders hero promo campaigns and discount banners
- `properties_get_map_address`: Renders interactive maps and geospatial address cards
- `scheduling_get_agent_card`: Retrieves consultant bio, rates, and specialization
- `properties_list_open_houses`: Queries upcoming real estate open houses and property tours
- `academy_list_courses`: Lists published Academy courses with audience and size, to answer "what training do you have on X?".
- `academy_get_course`: One published course's outline — chapters and page titles — with its release number.
- `academy_get_page`: The text of one lesson page of a published course. Never quiz content.
- `academy_get_progress`: Pages completed and badges earned by the signed-in user in one course.

Available only inside a live meeting room (`/meet/[roomName]`):
- `academy_render_annotation`: Draws visual annotations including circles, rectangles, and arrows on the meeting presentation or shared screen.
- `academy_render_laser`: Directs a temporary glowing laser pointer dot onto specific points of interest on the meeting shared screen or canvas.

## Key Documentation & Surfaces
- [/meet/demo](https://crm.wagents.app/meet/demo): LiveKit real-time meeting room with dual-mode screen annotation and interactive whiteboard.
- [/catalog](https://crm.wagents.app/catalog): Public service offerings, brand showcases, and advisory catalog.
- [/training](https://crm.wagents.app/training): Interactive Academy training courses and progress tracking.
- [/chat](https://crm.wagents.app/chat): Askme-Pal conversational intake and consultation reasoning assistant.

## Optional
- [Full documentation](https://crm.wagents.app/llms-full.txt): The same index plus architecture and protocol notes, for models with longer context windows.
- [Sitemap](https://crm.wagents.app/sitemap.xml): Every public page, published course and brand showcase.