Documentation

Guides and technical references for KeystoneIQ. For legal policies, see Privacy, Terms, and Cookies.

• Security overview

  AI data handling, encryption, access controls, workspace isolation (each customer's data walled off), audit logging, and compliance notes for vendor reviews.

• Messaging & positioning

  Growth and Pro: KeystoneIQ drafts your positioning from your own evidence and labels every “why us” claim Backed, No evidence yet, or Contradicted. Keep, edit, or reject each line, approve it, share with sales, export to Word or slides. The same page covers Your stance (Starter and above: what KIQ should never do or say, and your take on the market) and brief context (the facts about your market that every brief uses).

• Connect HubSpot

  Starter and above: what HubSpot's permission screen shows (including its “not reviewed” note), what KeystoneIQ reads, adding the KeystoneIQ card to deal records, write-back, and disconnecting.

• Context Layer (MCP) reference

  Starter and above: connect Claude, Cursor, or any MCP client to your briefs, verified facts, and cited intelligence. Growth adds battlecards, threat scores, deal context, and approved messaging. Endpoint, auth, tools, limits.

• REST API reference

  Growth & Pro: authenticate with API keys, list and fetch briefs, add intelligence, trigger deal briefs. Endpoints, rate limits, and errors.

• Zapier & Make setup

  Automate deal briefs and send intelligence via API.