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College counselor for the rest of us

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Counseled

Helps families find colleges that are financially realistic — especially the "hidden fit" schools that award substantial merit aid to families who won't qualify for need-based aid. Built around one insight: Section H2A of each college's Common Data Set reports exactly how many freshmen with no financial need received merit scholarships, and how much — the best public signal of "will a family like ours actually get money here."

Architecture (July 2026): users bring their own Claude; Counseled provides the data, the methodology, and the family's shared state.

┌─ family's own Claude (claude.ai or Claude Code) ─────────────┐
│  college-money-finder skill  →  counseled MCP connector      │
└──────────────────────────────┬───────────────────────────────┘
                               │ OAuth 2.1 (Google sign-in)
       counseled-mcp (Cloud Run) ── Firestore ── tracker page
                                  trackers/{id}   counseled.app/tracker/?t=<id>
                                                  (live sync, in-page editing)

What's in this repo

Path What it is
skills/college-money-finder/ Customer-facing Claude skill: family interview → budget-frontier analysis over the embedded dataset → money tiers (locks / conditional targets / merit lotteries / long shots) → advice letter + live tracker. Install: zip and upload to claude.ai (Settings → Capabilities → Skills) or drop into ~/.claude/skills/.
skills/college-money-finder/data/colleges.csv The dataset: 310 schools × ~30 fields extracted from official CDS filings (H2A merit-to-no-need rates, costs, admissions stats), COA backfilled from IPEDS. Provenance + caveats in DATA_NOTES.md.
skills/cds-refresh/ Maintainer skill: annual pipeline to re-source CDS filings, re-extract with parallel subagents, sanity-check, and rebuild the dataset. The exact prompts that produced the current data are in its references.
counseled-mcp/ Remote MCP server (Cloud Run): OAuth 2.1 with dynamic client registration, Google sign-in via Firebase Auth; tools list_trackers / get_tracker / update_tracker, scoped to the signed-in user's email, with merge guardrails (schools never deleted, journal append-only, provenance on every write). Deploy + connect instructions in its README.
frontend/public/tracker/ The family tracker page (counseled.app/tracker/?t=<id>): Firestore-backed, Google sign-in, live multi-device sync, in-page editing (add/archive/reorder schools, tiers, statuses, notes, to-dos, journal).
scripts/seed-tracker.py Seeds a tracker document (state JSON is gitignored — personal data).
mcp/college-data-server/storage/ Raw CDS corpus: 1,692 filings, 318 schools, 2017-18 → 2023-24. Gitignored; archived at gs://counseled-cds-archive (with extraction derivatives). Do not delete either copy without confirming the other.
frontend/ (app), backend/ The original CollegeBot web app (wizard UI, chat backend, Stripe billing at $39/mo). Deprecated — superseded by the skill + connector architecture above; kept for its billing/auth patterns and the family accounts still on it. See git history for its heyday.

Runbooks

  • Deploy tracker page + rules: firebase deploy --only firestore:rules,hosting
  • Deploy MCP server: see counseled-mcp/README.md (note: the Cloud Run host must be added to the Firebase API key's referrer list AND Firebase Auth authorized domains, or Google sign-in is blocked)
  • Refresh the dataset (annual, ~June): run the cds-refresh skill in Claude Code
  • Add a family member to a tracker: python3 skills/college-money-finder/scripts/sync_tracker.py allow <id> --email <email>
  • Invite a new family (they create their own tracker via their Claude): python3 scripts/mint-invite.py --note "for the Smiths" → send them the code + the skill zip + the connector URL

License

Apache License 2.0 with Commons Clause — see LICENSE. You can use and modify it privately and non-commercially; you cannot sell it or offer it as a commercial service.

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