PROPOSAL This is the original proposal (v1) dated August 9, 2026. It will be submitted to the VerdictTank pipeline for independent review. VerdictTank Review Pipeline · Post-Review Proposal (v2)
Confidential - Internal Review

SourceVault

A self-hosted research notebook - upload your sources, ask questions across them, get cited answers. Like NotebookLM, but yours.

Prepared forIT Pro Partner Internal DateAugust 9, 2026 AuthorGermaine Brown ClassificationConfidential
Section 1

The Problem

AI is powerful but generic. It doesn't know your documents, your research, or your context.

Google's NotebookLM solves this - upload PDFs, docs, notes, and URLs, then ask questions that pull from your sources with inline citations. The result is research that's grounded, verifiable, and specific to you.

But NotebookLM is Google's product. Your data lives on their servers. The interface is their design. The feature set is their roadmap. And there's no API to connect it to Hermes or any other agent.

The insight: The core pattern - ingest sources, generate embeddings, answer with citations - isn't Google-exclusive. It's RAG (retrieval-augmented generation) with a good UI. And we can build it, own it, and connect it directly to Hermes.
Section 2

What SourceVault Is

A self-hosted research notebook powered by your own documents.

Core capabilities

What makes it different

Self-hosted

Your data stays on your server. No third-party access. No training on your documents.

Hermes-native

Hermes can query your vault directly - research that feeds into every conversation.

API-first

MCP server so any agent can query your sources. Not locked into one interface.

Multi-tenant

Sell access to clients, researchers, law firms. Built for scale from day one.

The NotebookLM Alternative

NotebookLM proved the demand. People want AI that works with their documents. Google's version is free, but you can't self-host it, can't connect an API, and your data trains their models. Privacy-conscious professionals will pay for a self-hosted alternative with API access.

Section 3

Technical Architecture

Standard RAG stack, owned and operated by IT Pro Partner. Every component is self-hosted on our infrastructure.

LayerTechnologyNotes
IngestionUnstructured + MarkerPDF, DOCX, TXT, HTML parsing with OCR fallback
Chunking & EmbeddingChromaDB or QdrantSemantic chunking, multiple embedding models (local or API)
Query + RAGLangChain or custom FastAPIHybrid search (semantic + keyword), reranking
LLMLiteLLM proxyRoutes through our existing admin-ai provider pool
FrontendSvelteKit or FastAPI + HTMXNotebook-style UI: source panel, chat panel, citation panel
MCP ServerFastMCP (Python)Exposes query tool to Hermes and other agents
AuthCentral Auth (auth2)SSO with existing ITPP identity, multi-tenant ready
Section 4

Build Plan

Three phases, starting with the Hermes integration. Prove the pipeline first, then scale.

PhaseTimelineScopeDeliverable
Phase 1 - Hermes Skill ~1 week Build a research-notebook Hermes skill. Ingests files from disk, chunks and embeds them locally (ChromaDB), exposes query tool. No UI - everything through Hermes conversation. Working RAG pipeline, proven end-to-end
Phase 2 - Web UI 2-3 weeks Standalone SvelteKit app. Notebook-style interface with source sidebar, chat panel, and citation highlights. Multi-notebook support. Deploy on app3 behind auth2
Phase 3 - MCP Server + Multi-tenant ~2 weeks Expose as MCP server so any agent (Hermes, Claude Code, Codex) can query vaults. Add tenant isolation. Pricing tiers for external users. SaaS-ready, multi-tenant platform
Why this order: Phase 1 (~1 week) proves the RAG pipeline works. If it's useful internally, that alone justifies the build. Everything beyond that is product revenue. No wasted effort on UI until the pipeline is validated.
Section 5

Market & Monetization

This isn't just an internal tool. It's a product with three revenue tiers.

TierTargetValue PropPrice
Internal ITPP operations All ITPP docs, proposals, client research in one queryable vault. Hermes answers every question with citations to our own knowledge base. Free (internal)
Client add-on Existing MSP clients Per-client vault with their documentation. "Ask your IT manual anything." $50-100/mo per client
SaaS standalone Researchers, law firms, consultants Self-serve SaaS. Upload sources, query, export. Compete with NotebookLM on privacy + API access. $20-100/mo based on source count and queries

Competitive Positioning

PRIVACY-FIRST | | SOURCEVAULT | | (self-hosted, | | API-accessible) | | | CONSUMER ---------+-------------------+--------- ENTERPRISE | | | NotebookLM | Custom RAG | (free, no API, | (consulting, | Google-hosted) | $50K+ builds) | THIRD-PARTY HOSTED

Why This Works

NotebookLM proved the demand: people want AI that reasons over their documents. Google's version is free but locked down - no self-hosting, no API, data goes to Google. SourceVault captures the same value proposition for anyone who needs privacy, API access, or Hermes integration.

Bottom line: Build the Hermes skill first (Phase 1, ~1 week) to prove the RAG pipeline. If it's useful internally, that alone justifies the build. Everything beyond that is product revenue.