Palm Pulse¶
Status: Shipped¶
Domain: Pulse Linear Projects: Palm Chat
What It Does¶
Palm Pulse is the intelligence layer — all reactive and proactive AI-powered features that help treasury teams get answers, insights, and alerts without manual effort.
The first Pulse feature is Palm Chat, an AI assistant embedded in the platform that lets treasury teams ask questions about their data in natural language. Behind the scenes, Palm Chat connects to the treasury data layer via MCP (Model Context Protocol), translating questions into queries against transactions, balances, forecasts, and more.
Beyond chat, Pulse will expand to include proactive intelligence: automated insights, anomaly notifications, and report delivery through channels like Slack — meeting treasurers where they already work.
Capabilities¶
| Capability | Status | Notes |
|---|---|---|
| Palm Chat infrastructure | Shipped | MCP server on Cloud Run, BigQuery access, schema discovery, customer isolation via RLS |
| Palm Chat in platform | Shipped | First iteration embedded in the Palm web app |
| Customer Slack App foundations | Shipped | Foundations for report delivery and AI interaction via Slack |
What's NOT Included (Yet)¶
- Proactive anomaly alerts (push notifications when something unexpected happens)
- Scheduled insight delivery (e.g., "every Monday morning, summarize last week's cash movements")
- Multi-turn conversation memory
- Natural language forecast scenario creation ("what if payroll is delayed 3 days?")
- Email-based intelligence delivery
How It Works (Technical)¶
| Component | Technology | Notes |
|---|---|---|
| MCP server | Cloud Run | Connects AI to treasury data |
| Data access | BigQuery | RLS for customer isolation |
| Schema discovery | dbt persist_docs | Exposes table/column descriptions to AI |
| Chat UI | Web app | Embedded in Palm platform |
| Slack integration | Slack App | Customer-facing bot for reports and AI |
Key files/services: - TBD
Related¶
- Features: Treasury Data Layer, Reporting
Last updated: 2026-02-17