Open Book Partners
AI‑supportive, modular ERP foundation for product & service companies
Welcome to Your Open Mercato Installation
This is a customizable start page for your fresh Open Mercato installation. Choose your role below to get started and explore the features available to you.
Default Password
The default password for all demo accounts is secret. To change passwords, use the CLI command: yarn mercato auth set-password --email <email> --password <newPassword>Demo account emails are printed in the terminal output during yarn initialize.
Choose Your Role
Super Admin
Full system access with complete control
Available Features:
- •Manage organization structure
- •Create and manage roles
- •Manage all users across organizations
- •System-wide configuration
- •Access to all modules and features
Admin
Organization-level administration
Available Features:
- •Admin specific organization(s)
- •Manage users within organization
- •Configure organization settings
- •Access to admin modules
- •Report and analytics access
Employee
Work on your daily tasks
Available Features:
- •Work on assigned tasks
- •Access organization resources
- •Collaborate with team members
- •View personal dashboard
- •Submit reports and updates
API resources
Explore the official documentation and download the generated OpenAPI exports for this installation.
OpenAPI Explorer
Interactive HTML viewer with endpoint details, payload schemas, and sample requests.
Open explorerOfficial documentation
Guides and tutorials covering setup, modules, and customization.
Open docsOpenAPI JSON
Machine-readable OpenAPI 3.1 document for integrating with the platform.
Download JSONOpenAPI Markdown
Human-friendly Markdown rendering of the current OpenAPI document.
Download MarkdownCurrent API base URL: https://open-book-partners-erp.northbound.run/api
Database Status
Status: Connected
Users:4
Tenants:1
Organizations:14
Active Modules
Authentication & Accountsv0.1.0
User accounts, sessions, roles and password resets.
FE:3BE:11API:36i18n:4
Directory (Tenants & Organizations)v0.1.0
Multi-tenant directory with tenants and organizations.
BE:7API:13i18n:4
Configurationv0.1.0
Shared configuration storage and helpers for module settings.
BE:3API:8i18n:4
Query Indexesv0.1.0
Hybrid query layer with full-text and vector search capabilities.
BE:1API:3i18n:4
Custom Entities & Fieldsv0.1.0
User-defined entities, custom fields, and dynamic records storage.
BE:9API:19i18n:4
API Documentation
Auto-generated documentation for all HTTP endpoints.
FE:1BE:1API:1
Audit & Action Logsv0.1.0
Tracks user actions and data accesses with undo support scaffolding.
BE:1API:5i18n:4
Notificationsv0.1.0
In-app notifications with module-extensible types and actions.
BE:1API:13i18n:4
Admin Dashboardsv0.1.0
Configurable admin dashboard with module-provided widgets.
API:10i18n:4
Events
Event bus and subscriber dispatch
API:2
Integrations
Core integration framework — external ID mapping, status badges, and integration registry.
BE:3API:8i18n:4
Data Sync
Streaming data sync hub for import/export integrations.
BE:2API:17i18n:4
Progressv0.1.0
Generic server-side progress tracking for long-running operations
API:6i18n:4
Schedulerv0.1.0
Database-managed scheduled jobs with admin UI
BE:4API:8i18n:4
Shared Dictionariesv0.1.0
Organization-scoped dictionaries for reusable enumerations and appearance presets.
BE:1API:11i18n:4
Currenciesv0.1.0
Currencies and Exchange rate management
BE:7API:14i18n:4
Attachmentsv0.1.0
File attachments and media management.
BE:2API:14i18n:4
S3-Compatible Storage
Store attachments and files in AWS S3, DigitalOcean Spaces, MinIO, or any S3-compatible object storage.
API:5
API Keysv0.1.0
Manage access tokens for external API access.
BE:2API:3i18n:4
Table perspectivesv0.1.0
Shared persistence for DataTable perspectives (columns, filters, saved views).
API:4
Feature Togglesv0.1.0
Global feature flags with tenant-level overrides.
BE:5API:12i18n:4
Advisory Inboxv0.1.0
Questions from every connected source, with cited draft replies for human review.
BE:2API:6i18n:4
Ledgerv0.1.0
Chart of accounts, account mappings, trial-balance snapshots, period figures (source-referenced) and FX rates.
BE:1API:1i18n:1
Modelv0.1.0
Financial model engine — definitions, versions, line items, periods, cell values, and the SaaS metric/runway layer.
BE:6API:23i18n:4
QuickBooks Online Sync
Pull monthly Profit & Loss, Balance Sheet, Cash Flow, AR aging and the Chart of Accounts from QuickBooks Online into provider-neutral staging tables.
API:4i18n:1
QuickBooks App Credentialsv0.1.0
Serves this deployment's Intuit client id, secret and environment to every organization's QuickBooks connection.
Sync Run Recoveryv0.1.0
Fails data_sync runs that stopped making progress, so a restart cannot block a sync schedule for good.
Sync Operations CLIv0.1.0
Runs data_sync imports from the command line, working their queues in-process until they are done, and schedules them.
QuickBooks Mappingv0.1.0
Maps synced QuickBooks report figures onto ledger statements and rolls up the 3-child consolidation.
i18n:1
QuickBooks Report Importsv0.1.0
Parses emailed QuickBooks report exports (Trial Balance, Account List) and lands them as ledger figures.
BE:1API:1i18n:1
Month-End Closev0.1.0
Builds a client's monthly update from the month's closed books and uploads: the fact sheet behind the email, and the package.
BE:1API:6i18n:4
Gustov0.1.0
Gusto connector over the hosted MCP server: company roster snapshots (departments, employees, effective-dated compensation, contractors), headcount rules and the generated close headcount workbook.
BE:2API:9i18n:1
Mailv0.1.0
Connects Microsoft 365 and (next) Google Workspace mailboxes and ingests them read-only.
API:8i18n:4
Drivev0.1.0
Connects a Google Drive account read-only and searches it at question time for evidence.
API:8i18n:4
Organization lifecyclev0.1.0
Stops a deleted organization’s data being processed — schedules, integration states and connections — and restores it when the deletion is undone.
Obligationsv0.1.0
Per-client registers for insurance policies, certificates (COIs), leases and vendor contracts, each with a document of record.
BE:7API:17i18n:4
Quick Links