Skip to main content

Charles — business

Charles is an agentic back office for a portfolio of ventures — not one assistant but a spine you grow into a family of role-scoped agents. Vendor-neutral by design: bring your own accounts, sealed in the vault and never shown to a model.

Shipping today​

  • Ventures registry — a multi-entity tree (Ltd / sole-trader / holding) with nested projects
  • Companies House identity lookup — pull a UK company's registered details into a venture
  • Per-venture plan, tasks, ideas and notes the agent reasons over
  • Social — multiple accounts per platform (BYO-OAuth), post + listen across Bluesky, Mastodon, Threads, Instagram, Facebook, LinkedIn, X and YouTube
  • Books read-through — Xero and Stripe (balance, invoices, subscriptions + MRR, payouts)
  • Market signals — Google Trends, Google Search Console and Trading 212 read-through
  • Domain inventory — your domains across registrars, imported from GoDaddy
  • Venture boards — a planning kanban with rich cards and typed refs, per venture
  • Slide decks — Markdown → presentations (Marp), deterministic output

Set it up​

Add the Charles plugins (charles-ventures, charles-decks, the social-* you use, the finance-*/signals plugins) to your matbot.yaml, and connect each account once in the vault — see Connect your accounts.

Works with​

Companies House · Bluesky · Mastodon · LinkedIn · X · YouTube · Google Trends · Search Console · Trading 212 · Xero · Stripe · GoDaddy.

Roadmap​

  • CRM — contacts, companies, deals and pipeline per venture
  • Books, deeper — cash position, tax deadlines, invoice write-back
  • More registrars (Cyberfolks import)
  • A role-scoped agent family (accounting / relationship / social Charles)

Free and open source (AGPL) — on GitHub.