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MeshCFO Control Tower

Cubiczan · Nebius x NVIDIA Global AI Hackathon · Best Apps and Agents

The office-of-the-CFO control tower. Turn SEC EDGAR material-weakness and restatement signals into a governed remediation brief — why now, who owns it, which ICFR gaps, what evidence closes them — with per-claim provenance.

This is MeshCFO-style ownership, not a chat window that invents advice.

License: MIT Python 3.10+ Nebius Token Factory NVIDIA Nemotron


Why this exists

An 8-K Item 4.02 or a 10-K Item 9A is not a blog post. It is a clock: non-reliance, restatement measurement, 302/404 certifications, Audit Committee narrative, and a material weakness that will still be there next year if nobody owns the evidence.

Generic copilots produce paragraphs. MeshCFO Control Tower produces a brief a Controller can run:

Brief section What judges should see
Why now Regulatory clock from the filing item, not vibes
Buyer seats RACI on CFO / Controller / IA / SOX PMO / process owner / AC / CIO
ICFR gaps COSO component + process + design vs operating
Next actions Owner seat + due + evidence required
Provenance Every claim → agent, expansion step, epistemic tag, excerpt locator
CHP Foundation disclosure → adversarial attack → R0 gate → lock

Lock states follow Cubiczan MeshCFO / Consensus Hardening Protocol: EXPLORING → PROVISIONAL_LOCK → LOCKED (LOCKED only after a named validator).


NVIDIA Nemotron on Nebius Token Factory

This is the required inference path. The app talks to the OpenAI-compatible Token Factory API.

Base URL https://api.tokenfactory.nebius.com/v1/
Env NEBIUS_API_KEY (never committed)
Primary model nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B
Fallback nvidia/Nemotron-3_5-Lightning

Token Factory is what makes the agent mesh shippable: one key, OpenAI SDK, NVIDIA open weights, no model hosting. Nemotron Nano is the fast specialist for intake synthesis and CHP attacks; the playbooks stay deterministic so a missing key never silently fabricates a company.

from openai import OpenAI
import os

client = OpenAI(
    base_url="https://api.tokenfactory.nebius.com/v1/",
    api_key=os.environ["NEBIUS_API_KEY"],
)
client.chat.completions.create(
    model="nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B",
    messages=[{"role": "user", "content": "Return JSON only."}],
)

--offline runs the same ownership mesh without calling Token Factory (CI / airplane mode). Live mode refines why-now language and the adversary pass with Nemotron, then R0 still drops anything that is not grounded in a DEMO excerpt.


Quick start

git clone https://github.com/Cubiczan/meshcfo-control-tower.git
cd meshcfo-control-tower
python3 -m venv .venv && source .venv/bin/activate
pip install -e ".[dev]"
cp .env.example .env   # put NEBIUS_API_KEY here

CLI — prints a JSON brief

# Live (Nemotron on Token Factory)
meshcfo-brief --fixture northstar

# Deterministic playbooks (no API key)
meshcfo-brief --fixture lumenbridge --offline --no-market

# List DEMO issuers
meshcfo-brief --list

Streamlit control tower

streamlit run app/streamlit_app.py

FastAPI

uvicorn meshcfo_control_tower.api:app --reload --port 8000
# GET  /health
# GET  /fixtures
# POST /brief   {"fixture_id":"northstar","offline":false}

DEMO fixtures (not real companies)

These are labeled DEMO issuers. They are not SEC registrants. They are not stand-ins for any public company. Every excerpt starts with DEMO FILING TEXT.

ID Demo issuer Signal Why it is in the tape
northstar Northstar Materials, Inc. (DEMO) NSMT-DEMO 8-K 4.02 + MW ASC 606 bill-and-hold / revenue cutoff restatement
lumenbridge Lumenbridge Payments Corp. (DEMO) LMPC-DEMO 10-K Item 9A MW ITGC access + SOD + emergency change after ledger cutover
cedarline Cedarline Health Partners (DEMO) CDLH-DEMO 8-K 4.02 + MW Inventory NRV / obsolescence estimate restatement

Agent mesh

DEMO fixture → source registry
   Intake        expand identity + Item 4.02 / Item 9A facts
   Why-Now       compress into a regulatory clock
   ICFR          map excerpts → COSO + process gaps
   Ownership     MeshCFO buyer seats (RACI) + evidence-backed actions
   Composer      NVIDIA Nemotron (Token Factory) synthesis
   Adversary     CHP assumption attacks
   R0 gate       drop ungrounded claims → PROVISIONAL_LOCK
   Ledger        HMAC-SHA256 chained JSONL (.meshcfo/audit.jsonl)

Optional Tavily search attaches thematic SOX/ICFR market context. It is labeled market_context and is not treated as evidence about the DEMO issuer.


Architecture

src/meshcfo_control_tower/
  catalog.py        DEMO fixture loader (refuses demo=false)
  llm.py            Nebius Token Factory + Nemotron JSON client
  playbooks.py      Deterministic ownership / ICFR / why-now mesh
  pipeline.py       Orchestrator + CHP
  provenance.py     R0 gate
  ledger.py         Signed append-only audit trail
  cli.py            meshcfo-brief
  api.py            FastAPI
app/streamlit_app.py
fixtures live under src/meshcfo_control_tower/fixtures/

Environment

See .env.example.

Variable Required Purpose
NEBIUS_API_KEY Live demo Token Factory auth
NEBIUS_BASE_URL No Default https://api.tokenfactory.nebius.com/v1/
NEBIUS_MODEL No Default nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B
NEBIUS_FALLBACK_MODEL No nvidia/Nemotron-3_5-Lightning
TAVILY_API_KEY No Optional market-context enrichment
AUDIT_LEDGER_KEY No HMAC key (demo default if unset)

Tests

pytest

CI runs the offline path only. No secrets in the repo.


Cubiczan stack

This control tower is a specialized MeshCFO surface. Pair with:

Video script: DEMO.md (≤ 3 minutes).

Demo video

≤ 3 minute walkthrough (1080p MP4) for Nebius × NVIDIA · Best Apps and Agents:

Live path shown: NVIDIA Nemotron 3 Nano (nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B) on Nebius Token Factory.

License

MIT. See LICENSE. Copyright (c) 2026 Shyam Desigan / Cubiczan.

About

MeshCFO Control Tower — governed ICFR remediation agent on Nebius Token Factory + NVIDIA Nemotron (Nebius x NVIDIA Global AI Hackathon)

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