Grant Proposal Generator Agent - MVP Documentation

Executive Summary

A comprehensive AI-powered grant discovery and proposal generation system supporting three automation tiers: fully automated, semi-automated, and manual submission workflows. The system serves nonprofits, technology innovators, research institutions, and small businesses.

Table of Contents

1. System Architecture
2. Features
3. Technology Stack
4. Installation & Deployment
5. Configuration
6. Usage Guide
7. API Documentation
8. Analytics & Reporting
9. Security & Compliance
10. Troubleshooting

---

System Architecture

┌─────────────────────────────────────────────────────────────────┐
│                        Frontend Layer                            │
│  React Dashboard • Organization Management • Analytics Console   │
└────────────────────┬────────────────────────────────────────────┘
                     │
┌────────────────────▼────────────────────────────────────────────┐
│                    API Gateway (FastAPI)                         │
│  Authentication • Rate Limiting • Request Routing                │
└────────────────────┬────────────────────────────────────────────┘
                     │
┌────────────────────▼────────────────────────────────────────────┐
│                    Core Agent Services                           │
├─────────────────────────────────────────────────────────────────┤
│  Grant Discovery    │  Proposal Generator  │  Submission Manager │
│  - Web Scraping     │  - AI Writing Engine │  - API Integrations │
│  - API Integration  │  - Template Engine   │  - Form Automation  │
│  - Eligibility Check│  - Document Assembly │  - Status Tracking  │
└────────────────────┬────────────────────────────────────────────┘
                     │
┌────────────────────▼────────────────────────────────────────────┐
│                    Data & ML Layer                               │
├─────────────────────────────────────────────────────────────────┤
│  PostgreSQL DB  │  Vector Store   │  LLM Service (Claude API)   │
│  Redis Cache    │  Analytics DB   │  Document Processing        │
└─────────────────────────────────────────────────────────────────┘

Three-Tier Automation System

Tier 1 - Fully Automated

• Automatic grant discovery and matching
• AI-generated proposals
• Direct API submission to supported platforms
• Automated follow-up tracking

Tier 2 - Semi-Automated

• Guided proposal generation
• Manual review and editing
• Assisted submission with pre-filled forms
• Submission instructions provided

Tier 3 - Manual Submission

• Generated proposal documents
• Detailed submission guidelines
• Checklist and deadline tracking
• No automated submission

---

Features

Core Capabilities

1. Multi-Source Grant Discovery

   • Grants.gov API integration
   • Foundation Directory Online scraping
   • Private foundation databases
   • Industry-specific grant portals
   • RSS feed monitoring

2. Intelligent Matching

   • Organization profile analysis
   • Eligibility pre-screening
   • Success probability scoring
   • Historical performance tracking

3. AI-Powered Proposal Generation

   • Custom templates per grant type
   • Anthropic Claude API integration
   • Multi-section document assembly
   • Budget narrative generation
   • Impact statement creation

4. Multi-Organization Management

   • Unlimited organization profiles
   • Project portfolio tracking
   • Team collaboration features
   • Role-based access control

5. Analytics & Success Tracking

   • Application success rates
   • Grant amount tracking
   • ROI analysis
   • Predictive success modeling
   • Funder relationship management

---

Technology Stack

Backend

• Python 3.11+: Core application logic
• FastAPI: REST API framework
• Celery: Asynchronous task queue
• SQLAlchemy: ORM for database operations
• Alembic: Database migrations
• Anthropic Claude API: AI proposal generation

Frontend

• React 18: UI framework
• TypeScript: Type-safe development
• Material-UI: Component library
• React Query: Data fetching
• Recharts: Analytics visualization

Data & Storage

• PostgreSQL 15: Primary database
• Redis 7: Caching and task queue
• ChromaDB: Vector database for semantic search
• Google Cloud Storage: Document storage
• BigQuery: Analytics data warehouse

Infrastructure

• Docker: Containerization
• Kubernetes: Orchestration (GCP GKE)
• Terraform: Infrastructure as Code
• GitHub Actions: CI/CD pipeline
• Nginx: Reverse proxy

External Integrations

• Grants.gov API: Federal grants
• Foundation Directory API: Private foundations
• SendGrid: Email notifications
• Slack API: Team notifications
• Google Workspace: Document export

---

Installation & Deployment

Prerequisites

• Python 3.11+
• Node.js 18+
• Docker & Docker Compose
• PostgreSQL 15+
• Redis 7+
• GCP Account (for cloud deployment)
• Anthropic API Key

Local Development Setup

# Clone repository
git clone <repository-url>
cd grant-proposal-agent

# Create virtual environment
python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

# Install backend dependencies
cd backend
pip install -r requirements.txt

# Install frontend dependencies
cd ../frontend
npm install

# Set up environment variables
cp .env.example .env
# Edit .env with your configuration

# Initialize database
cd ../backend
alembic upgrade head

# Run development servers
# Terminal 1 - Backend
uvicorn main:app --reload --port 8000

# Terminal 2 - Celery Worker
celery -A tasks.celery worker --loglevel=info

# Terminal 3 - Frontend
cd ../frontend
npm run dev

Docker Deployment (Local)

# Build and start all services
docker-compose up -d

# View logs
docker-compose logs -f

# Stop services
docker-compose down

GCP Cloud Deployment

# Authenticate with GCP
gcloud auth login
gcloud config set project YOUR_PROJECT_ID

# Build and push Docker images
./scripts/build-and-push.sh

# Deploy with Terraform
cd terraform
terraform init
terraform plan
terraform apply

# Configure Kubernetes
gcloud container clusters get-credentials grant-agent-cluster --zone us-central1-a

# Deploy application
kubectl apply -f k8s/

# Check deployment status
kubectl get pods
kubectl get services

---

Configuration

Environment Variables

Create a .env file in the backend directory:

# Application
APP_ENV=production
DEBUG=False
SECRET_KEY=your-secret-key-here
API_HOST=0.0.0.0
API_PORT=8000

# Database
DATABASE_URL=postgresql://
REDIS_URL=redis://localhost:6379/0

# Anthropic API
ANTHROPIC_API_KEY=your-anthropic-api-key

# Grants.gov API
GRANTS_GOV_API_KEY=your-grants-gov-api-key

# Email Notifications
SENDGRID_API_KEY=your-sendgrid-api-key
FROM_EMAIL=noreply@yourdomain.com

# Google Cloud (for cloud deployment)
GCP_PROJECT_ID=your-gcp-project-id
GCS_BUCKET_NAME=grant-documents-bucket
BIGQUERY_DATASET=grant_analytics

# Authentication
JWT_SECRET_KEY=your-jwt-secret
JWT_ALGORITHM=HS256
ACCESS_TOKEN_EXPIRE_MINUTES=30

# Rate Limiting
RATE_LIMIT_PER_MINUTE=60
RATE_LIMIT_PER_HOUR=1000

# Feature Flags
ENABLE_TIER1_AUTOMATION=true
ENABLE_TIER2_AUTOMATION=true
ENABLE_TIER3_MANUAL=true

---

Usage Guide

1. Organization Setup

# Create organization profile
POST /api/v1/organizations
{
  "name": "Tech Innovation Inc",
  "type": "technology_innovation",
  "ein": "12-3456789",
  "mission": "Advancing AI for social good",
  "annual_budget": 500000,
  "founding_year": 2020,
  "focus_areas": ["artificial_intelligence", "education", "healthcare"]
}

2. Grant Discovery

# Search for matching grants
POST /api/v1/grants/search
{
  "organization_id": "org_123",
  "grant_types": ["research", "innovation"],
  "min_amount": 25000,
  "max_amount": 500000,
  "deadline_after": "2024-02-01"
}

3. Proposal Generation

# Generate proposal (Tier 1 - Automated)
POST /api/v1/proposals/generate
{
  "grant_id": "grant_456",
  "organization_id": "org_123",
  "project_id": "proj_789",
  "automation_tier": 1,
  "custom_inputs": {
    "project_title": "AI-Powered Healthcare Platform",
    "requested_amount": 150000,
    "project_duration": "24 months"
  }
}

---

API Documentation

Full API documentation available at: http://localhost:8000/docs

Core Endpoints

Organizations

• POST /api/v1/organizations - Create organization
• GET /api/v1/organizations - List organizations
• GET /api/v1/organizations/{id} - Get organization details

Grants

• POST /api/v1/grants/search - Search for grants
• GET /api/v1/grants - List discovered grants
• GET /api/v1/grants/{id} - Get grant details

Proposals

• POST /api/v1/proposals/generate - Generate new proposal
• GET /api/v1/proposals - List proposals
• GET /api/v1/proposals/{id}/document - Download proposal document

---

Analytics & Reporting

Key Metrics Tracked

1. Success Metrics

   • Application success rate
   • Average grant amount
   • Time to award
   • Funder response rate

2. Pipeline Metrics

   • Grants discovered
   • Proposals generated
   • Applications submitted
   • Pending reviews

3. Efficiency Metrics

   • Time to generate proposal
   • Automation tier distribution
   • Cost per application
   • ROI per grant type

---

License

Proprietary - All Rights Reserved

Version: 1.0.0
Last Updated: January 2026