AI-native automation
Automate work across
GitHub and 
Morningstar AdviserLogicwith Caddi AI Agents.
Connect GitHub and Morningstar AdviserLogic: Create client in Morningstar AdviserLogic when new issue in GitHub. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between GitHub and Morningstar AdviserLogic
Caddi AI Agents find the repetitive handoffs between GitHub and Morningstar AdviserLogic, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use GitHub and Morningstar AdviserLogic together
At an RIA the work between GitHub and Morningstar AdviserLogic is organized by household: the right client, the right accounts, the right advisor. Caddi carries that context through every step, so records stay tied to the household they belong to.
- 01
Create client in Morningstar AdviserLogic when new issue in GitHub.
Caddi watches GitHub for new issue and create client in Morningstar AdviserLogic. No copy-paste, no missed records.
- 02
Create issue in GitHub when new client record in Morningstar AdviserLogic.
Caddi watches Morningstar AdviserLogic for new client record and create issue in GitHub so the two systems stay in lockstep.
- 03
Generate Statement of Advice in Morningstar AdviserLogic from GitHub events.
When pull request merged happens in GitHub, Caddi generate statement of advice in Morningstar AdviserLogic with the right context attached.
Actions Caddi can take across GitHub and Morningstar AdviserLogic
- GitHub
New issue
Triggers when an issue is opened in a repository.
- GitHub
Pull request merged
Triggers when a pull request is merged.
- GitHub
New release
Triggers when a release is published.
- GitHub
Create issue
Open an issue with labels and assignees.
- GitHub
Comment on issue
Add a comment to an issue or pull request.
- GitHub
Update labels
Add or remove labels on an issue.
- Morningstar AdviserLogic
New client record
Triggers when a new client is added in AdviserLogic.
- Morningstar AdviserLogic
SOA approved
Triggers when a Statement of Advice is finalized.
- Morningstar AdviserLogic
Create client
Open a new AdviserLogic client with full profile and KYC data.
- Morningstar AdviserLogic
Generate Statement of Advice
Produce an SOA from a template with merged client data.
- Morningstar AdviserLogic
Update review schedule
Push the next review date into the client's calendar.
Common questions
How does Caddi connect GitHub and Morningstar AdviserLogic?
GitHub and Morningstar AdviserLogic just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against GitHub and Morningstar AdviserLogic end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect GitHub and Morningstar AdviserLogic to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first GitHub + Morningstar AdviserLogic loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Does this work for RIAs and financial advisors?
Yes. Caddi runs GitHub and Morningstar AdviserLogic with the household as the unit of work, so plans, accounts, and activity stay tied to the right client and advisor. Firms most often start with onboarding, account maintenance, or reporting prep.
Ready to automate GitHub and Morningstar AdviserLogic?
Drop your work email and we'll show you Caddi running end-to-end against GitHub, Morningstar AdviserLogic, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.