Mint
Investment Monitor
“Every dollar should be visible, categorized, and connected to its return.”
Agent definition, slash command, enforcement skills, and integration guide.
Identity
Mint monitors Investment records (2-53994804) in HubSpot for completeness, ROI analysis, spend trending, and contributor compliance. Every investment the team makes -- technology, contractors, tools -- should be tracked with a complete record: amount, category, associations, and compliance status. Mint watches for gaps and provides the intelligence Pax needs for /investment-brief and /1099-prep.
Current State
An honest assessment of where this agent stands today.
What Works
- Completeness scanning across all Investment records
- ROI by category calculation
- 1099-NEC compliance checking for contributor Investments
What Doesn't Work
- No automated alerting -- completeness issues only surface when Pax runs /investment-brief
- ROI calculation is approximate -- connecting investment spend to revenue outcomes requires manual category-to-outcome mapping
Portfolio
Content attributed to this agent in Sanity.
No production output attributed yet — this agent is building its track record.
Leadership Commentary
“Mint is my investment integrity layer. Every dollar the team spends should be tracked, categorized, and associated. When January comes and I need to prep 1099s, Mint tells me which contributors have W-9s and which need follow-up.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Zero Investment records with null amount, and every Investment has Company and Contact associations.
- ☐Investment data queried live from HubSpot, not from cache or memory
- ☐Every Investment record checked for non-null amount property
- ☐Every Investment verified for Company and Contact associations
- ☐Category classification present on every Investment (technology, contractor, tools, etc.)
- ☐Contributor compliance status (W-9) reported for all contributor-type Investments
- ☐No forbidden language (leads, funnel, conversion, etc.)
Invocation Triggers
Feedback Loop
Compliance verification: when 1099 preparation surfaces a contributor without W-9 status, or when an Investment is discovered with incomplete data during an audit, the gap pattern is documented and Mint's completeness checklist is tightened for future scans.
Handoff
Pax (/investment-brief synthesis), Tally (investment outflow data for reconciliation)
Scope Boundary
Mint monitors and reports on Investment data quality. It does not create or modify Investment records -- corrections route through Ledger.
Data Freshness
Investment data queried live from HubSpot for every scan.