Local Agent Setup

Download and configure the companion service that connects NatalieTool to your local environment. Need help?

Agent Status

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Why a Local Component?

NatalieTool runs in the cloud so you can access it from any browser without installing anything heavy. But your Vertex Returns database and import program files live on your local machine or network — and for very good reasons, they are not exposed to the internet.

The Local Agent is a small companion service that bridges this gap. It runs quietly on your machine and handles the things that must happen locally:

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SQL Server Access

Connects to your local SQL Server using Windows Authentication. Your credentials never leave your machine.

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Import Execution

Runs the Vertex Returns import utilities from your local program files to load generated data into your database.

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File Operations

Writes generated data files and import outputs to directories on your local filesystem.

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Stays Local

The agent listens only on localhost. Nothing is exposed to the network. Your browser talks to it directly.

In short: The web app handles the AI and UI. The Local Agent handles everything that touches your machine. They work together so you get cloud convenience without exposing local resources.

Download

One installer, no dependencies. Runs on any Windows machine with a Vertex Returns database.

Download Installer (.exe) Download as .zip

Version ... · Windows x86 · Self-contained (no .NET install required)

Browser download warnings are normal. The installer is code-signed by Vertex, but browsers flag executables from newer sites until they build download reputation.
  • Chrome: Click the ⇧ arrow (or Show more) on the download bar, then choose Keep anyway.
  • Edge: SmartScreen may block the download entirely. Use the .zip option instead — extract the zip, then run NatalieToolSetup.exe from inside.

Installation

  1. Click one of the download buttons above
  2. If you downloaded the .zip, extract it first to get NatalieToolSetup.exe
  3. Run the installer — Windows Defender SmartScreen may show a “Windows protected your PC” warning. This is a reputation check, not a security concern — the installer is signed by Vertex. Click More info, then click Run anyway to proceed.
  4. The installer will place the agent in Program Files (x86)\Vertex\NatalieTool
  5. The agent starts automatically and will auto-start each time you log in
  6. Return to this page — the status indicator above will turn green
  7. Head to the home page and start using the tools
First run: Your browser may ask permission to let this page communicate with localhost. This is expected — click Allow to let the web app talk to your local agent.

Staying Up to Date

The Local Agent checks for updates automatically each time it starts. If a newer version is available, you will see a prompt asking whether to update. Updates install silently and the agent restarts on its own — no manual downloads needed after the initial install.