Action · at-the-computer runbook

Reconnect everything + own your email & calendars

Worker 🐝 · Fri June 12 2026 · 8:22 AM · do §1–§4 at the desktop (today or Tue night) · target: Wednesday everything LIVE

§1 — Personal Gmail (ztreitel@) 60 SECONDS

  1. Open this Claude Code session (or any session in the workspace).
  2. Type exactly: ! npx @gongrzhe/server-gmail-autoauth-mcp auth
  3. Browser pops → pick ztreitel@gmail.com → Allow. Done.

Unlocks: school/FACTS mail, family + travel mail, AND reading emailed PDF attachments (the 2024 tax return). This has been dead since ~Jun 9 — it's the #1 visibility hole.

§2 — Schwab re-auth 5 MIN · weekly while trading

⚠️ Schwab's auth code dies ~30 seconds after you click Authorize — so read all 4 steps FIRST, then move briskly through 2→4.

  1. Get the auth URL: text the bot MIS SCHWABAUTH (or hit the MIS web app fn=schwabauth). It returns a Schwab login URL → open it → log in → Authorize.
  2. Browser redirects to the callback — an error page is NORMAL. Copy the FULL URL from the address bar.
  3. Open the MIS v2 Apps Script editor → Project Settings → Script Properties → set SCHWAB_REDIRECT = that pasted URL.
  4. In the editor: Run → runSchwabExchange (expect "SUCCESS — refresh token saved") → then Run → runSchwabActivate. Live quotes ON.

Unlocks: real-time/after-hours quotes + MIS's entire next window ("RE-AUTH → D → FLOOR → STOP" — re-auth is literally the gate). Repeat weekly (token lasts ~7 days; MIS warns you when it's near expiry).

§3 — Plaid relinks 5 MIN · fixes the cash tile

  1. Open ops.hookstreetservices.com/link.html
  2. Reconnect Citibank (#287) + the 1 failed item of 9 (#300).
  3. Chase 5609 balance is way off (#285) — relink that item too while you're in there.

Unlocks: live cash on the cockpit + Chanie's balance pill (hidden since 6/7) + the real-balances feed for the card map.

§4 — clasp & Cloudflare ONLY IF a deploy fails

claspIf a push/deploy errors invalid_grant: run clasp login in the terminal → browser approve. (Per-machine; sessions tell you when they hit it.)
CloudflareCurrently healthy (deployed today). If it breaks: wrangler login or the API token in OneDrive (cf-deploy-token.txt).
OpenAI voiceLIVE — nothing to do. If the bot goes mute → check platform.openai.com billing.
Anthropic (bot brain)$20 added 6/11, caching live. If bot goes quiet → console credits first (AIPING). Manual reload = your circuit breaker, by design.

📧 Emails — what's live, what to use, what's coming

Business (sam@ · zalmy@ · support@)🟢 LIVE for me + the bot, all mailboxes one connector. Use: ask me anything, or text the bot EMAIL SCAN for the "what matters now" read (live since yesterday — it found the Circleback fail + your de-lever fill on day one).
Personal (ztreitel@)🔴 dead until §1. Then: same powers — search, attachments, the FACTS/school lane.
Auto-routing/filters🔲 queued (#259/#334 with Brain & Inbox): sender-based filters so property/vendor/utility mail auto-files + vendor invoices auto-become cards. The "too many emails everywhere" fix.
Morning visibility🟢 EMAIL SCAN folds into the 7:30 brief next (proxy already live) — overnight mail pre-sorted before you wake.
iPhone push (#80)🔲 open: Outlook iOS or Spark gives true push for hookstreetcapital.com mail — tell me where the mail is hosted and I hand you exact steps.

📅 Calendars — the hub model (already mostly live)

Google Calendar🟢 THE hub — I read + write it live (create/move/delete). It already aggregates: personal, business (davening + auto-card events), the "Sam — Family & Life" calendar (= the Skylight bridge), Hebcal.
Portal "today" rail🟢 Worker /calendar reads any iCal feed (Airbnb 9312/9332 wired — Jun 17–21 booking visible). Add more: drop any calendar's secret-iCal URL into the keyring, zero code.
Morning brief🟢 today's events ride the 7:30 spine automatically.
The ask anytime"What's my day / put X on the calendar / move Y" — to me or the bot. It's live, not aspirational.

🗓 The Wednesday target (Mildred back · busy week)

  1. Today (Fri): the money gate (fund 6651 + William Penn, Orlando draft, Asher call) + Universal tickets + rental car + §1–§3 if you're at the desktop.
  2. Sun–Tue: Florida (checklist shipped) — §1–§3 can also happen Tue night if today's full.
  3. Wed: Mildred restarts — her sync agenda is staged: restart + registration decision (#313) + June expense review (#331) + AKKO forward to Natan (#205, you'll have the photos) + her board (#225). Everything above live by then = your busy week runs on rails.
Source trail — Worker 🐝 · Schwab flow verified against MIS/v2/Code.gs L1716+ (schwabauth → SCHWAB_REDIRECT → runSchwabExchange → runSchwabActivate, editor-run beats the 30s window) · connections per docs/CONNECTIONS.md + live session state · cards #287/#300/#285/#080/#259/#334/#313/#331/#205/#225. Fri Jun 12 2026 8:22 AM · outputs/2026-06-12_08-22_action_reauth-runbook.html · private repo · Sam-only portal.