A model is raw capability. A harness puts it to work.
A harness gives AI what compliance demands: full connectivity, full context, and guardrails you set. It’s how firms adopt AI with confidence.
Go is the first harness built for compliance. Greenboard's tools are native to it and built for the AI era, and they plug into any AI you use with zero development. Every step stays on the record.
Agents do the work. You make the calls.
Built for AI-native compliance teams.
Why trust someone else's methodology for your compliance program? Go Agents take your instruction entirely, paired with regulatory context.
If you can name it, you can automate it. That's agency.
Start with production-ready agents on day one, then set your own thresholds, escalation points, and how much a machine gets to decide. Nothing gets outsourced to a vendor's idea of compliance.
Built to take action. Designed to take direction.
New in GreenboardGo 2.0, Go Agents ships with a library of production-ready agents and frameworks you can turn on out of the box — then lets you compose your own from the same parts: the trigger, the context, the actions, and the point a human steps in. All of it runs inside Greenboard, on the same WORM-based record your regulators will ask to see.
- 01
Trigger
A schedule, an inbound record, a filing deadline, a threshold being crossed, or someone simply asking in chat.
- 02
Context
Your policies, procedures, filings, holdings, and communications — whatever the agent needs to reason from.
- 03
Actions
Draft, check, file, route, notify, update a record, open a workflow. Composed in any order you define.
- 04
Guardrails
Scoped permissions, approval thresholds, and the exact point where a person has to put their name on it.
- 05
Evidence
Every step written back with citations, so the work is reviewable long after the agent finished it.
Every agent runs on Greenboard's books and records — WORM-based, 17a-4 compliant, permissioned.
The foundationReady out of the box
- Marketing review
- Trade pre-clearance
- Attestation chasing
- Policy change monitoring
- Exam prep packets
- New hire onboarding
- Vendor diligence
- Branch audits
- Quarterly certifications
- …or build your own
Go knows Greenboard
Configuration used to mean a ticket, an implementation call, and a wait. Now it is a sentence. Every workflow, form, rule, threshold, and permission in Greenboard can be set up and changed by prompt — from inside Greenboard, or from Slack, Teams, Claude, and ChatGPT.
Go reads your instance the way an implementation consultant would, proposes the change, shows you exactly what it touches, and waits for you to approve it.
GoAsk Greenboard to change itself
Tighten the marketing lexicon for performance claims.
- Policy updated and versioned
- Affected people notified
- Change written to the record
Workflows and forms
Spin up a new form, add a field, change who approves it, or retire a step you no longer need.
Rules and thresholds
Adjust policy limits, lexicons, review criteria, and the conditions that trigger an escalation.
People and permissions
Group by role, office, or registration, and set exactly what each group can see and sign off on.
Records and reporting
Define what gets captured, how long it is held, and the shape of the reports that come out of it.
Describe the change. Approve the change.
No tickets, no implementation call, no waiting on a release. Say what should be different, and Go comes back with exactly what it would touch — the policy, the workflow, the people — and waits for your sign-off.
Approve it and the change goes live, versioned and written to the record. Change your mind and it rolls back the same way.
GoConfiguration thread
Firm instance
Raise the gift pre-approval threshold to $250, and require manager sign-off above $500.
YouHere is what that changes. Nothing is live until you approve it.
- Gifts & entertainment policy
Pre-approval over $100Pre-approval over $250 - Approval workflow
Single compliance reviewerAdds manager sign-off above $500 - Who it affects142 employees, notified on publish
Looks right. What happens when I publish?
YouPublishing will:
- Publish policy v14, versioned
- Re-evaluate open submissions against the new threshold
- Write the change, author, and timestamp to the record
Hundreds of tools, infinite use cases
New in GreenboardGo 2.0: the only full-featured MCP in compliance.
Every capability in Greenboard — records, policies, forms, workflows, supervision, filings — is available as a tool. You never have to know that. Ask for what you need in plain English and Go works out which tools to reach for, what to pass them, and what to do with the answer.
Ask in plain English
Nobody memorizes tool names. Say what you need the way you would to a colleague, and Go figures out which tools to call and in what order.
It only reaches where you can
Every call runs as the person who made it, so an agent can never see or change more than you could yourself.
Everything it does is written down
The request, the tools it used, and what came back all land in the same audit trail as the rest of your program.
Works with the AI you already use
Claude, ChatGPT, or an agent your own team wrote — if it speaks MCP, it can work inside your program.
You ask · Go calls
240+ tools
- “Do I hold anything in Nvidia?”trades.positions
- “Log the client dinner I expensed last night.”gifts.log
- “Is this deck okay to send to clients?”marketing.review
- “Pull every WhatsApp flag from last quarter.”ecomms.search
- “Start my annual attestation.”attestations.open
- “Put together the file for the SEC request.”exam.package
Plus every Agent or Workflow you create — each one namespaced to your firm, scoped to the people allowed to use it, and callable the same plain-English way.
- records.search
- records.export
- policies.lookup
- policies.update
- forms.list
- forms.prefill
- forms.submit
- attestations.open
- attestations.chase
- trades.preclear
- trades.positions
- gifts.log
- contributions.check
- oba.review
- marketing.review
- marketing.rewrite
- ecomms.search
- ecomms.flag
- channels.connect
- brokerage.connect
- adv.read
- u4.update
- exam.package
- tasks.assign
- alerts.subscribe
- audit.trail
Go where you work
Compliance shouldn't require opening another tool, and your agents shouldn't be trapped in one. New in GreenboardGo 2.0, Go meets people in Slack, Teams, and the assistant they already have open — and brings the firm's rules with it.
Go on Slack
Submit requests, approve work, and call any GoAgent without leaving the channel.
Go on Teams
The same experience for firms standardized on Microsoft 365.
Go on ChatGPT
Ask a compliance question and Go answers with your firm’s own policy.
Go on Claude
Greenboard as a first-class tool inside Claude, on the same MCP layer.
Enabling proactive compliance
The return on your hours depends entirely on what fills them. Agents take the maintenance; you take the judgment.
Old compliance technology
Software that digitized the busywork instead of removing it. Your hours still go to:
- Collecting and chasing documents
- Re-keying the same data twice
- Reconciling systems that disagree
- Building the exam file by hand
- Reminding people to do their attestations
- Feeling productive without being efficient
Compliance with Go
The mechanical work runs itself, supervised. Imagine the time for:
- 01Understanding the business you actually cover
- 02Engaging and educating the team
- 03Running mock exams
- 04Testing controls before someone else does
- 05Attending industry events
- 06Sitting with colleagues to learn their roles
The human work that makes you irreplaceable to your firm.
FAQs
Frequently asked questions
What is GreenboardGo?
GreenboardGo is Greenboard's AI for SEC and FINRA compliance: the first AI harness built for compliance. It answers from your firm's policies with sources, files requests, runs Go Agents on repetitive compliance work, and works in Greenboard, Slack, Teams, Claude and ChatGPT, while your team reviews every output.
What are Go Agents?
Go Agents are GreenboardGo's AI agents for compliance. They take on repetitive work, drawing on your Greenboard data, and your team reviews every output before it counts.
Where can I use GreenboardGo?
In Greenboard on every page, in Slack and Microsoft Teams, and in Claude and ChatGPT, so people ask compliance questions where they already work.
Who decides what GreenboardGo can do?
Your admins. They control what Go can do, and a person still decides what matters: Go hands off to your team with a summary when a question needs judgment.
Built for AI-native compliance teams.
See how your program runs on one system. Implementation is measured in weeks, not quarters.