cxyback
bb4a2b3e53
- Move verticals from repo root into plugins/vertical-plugins/ and partner plugins into plugins/partner-built/ - Add 10 named, self-contained agent plugins under plugins/agent-plugins/ (Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder, Meeting Prep, GL Reconciler, Month-End Closer, Statement Auditor, Valuation Reviewer, KYC Screener) — each bundles its own skills so it installs standalone - Add managed-agent-cookbooks/ (one per agent) with subagent isolation and steering examples for /v1/agents deployment - Add fund-admin and operations verticals so the finance-ops/onboarding agents ship real domain skills - Add scripts/ (check.py manifest lint, sync-agent-skills.py, deploy-managed-agent.sh, orchestrate.py reference loop, test-cookbooks.sh) - Add .github/workflows/secret-scan.yml (gitleaks + internal-ref grep) - Tighten agent tool grants to declared MCPs only — no Bash, WebFetch, or undeclared mcp__* references in any agent - Add not-investment-advice disclaimer to README - Rename claude-in-office to claude-for-msft-365-install (content unchanged)
Market Researcher — managed-agent template
Overview
Sector or theme → industry overview → competitive landscape → peer comps → ideas shortlist → research note. Same source as the market-researcher Cowork plugin — this directory is the Managed Agent cookbook for POST /v1/agents.
Deploy
export ANTHROPIC_API_KEY=sk-ant-...
export CAPIQ_MCP_URL=... FACTSET_MCP_URL=...
../../scripts/deploy-managed-agent.sh market-researcher
Steering events
See steering-examples.json. Kick from a research-queue event or fan out across a coverage map.
Security & handoffs
Third-party reports and issuer materials are untrusted. Three-tier isolation:
| Tier | Touches untrusted docs? | Tools | Connectors |
|---|---|---|---|
sector-reader |
Yes | Read, Grep only |
None |
comps-spreader / Orchestrator |
No | Read, Grep, Glob, Agent |
CapIQ, FactSet (read-only) |
note-writer (Write-holder) |
No | Read, Write, Edit |
None |
sector-reader returns length-capped, schema-validated JSON. note-writer produces ./out/primer-<sector>.docx (and .pptx if slides requested).
Handoff: to model a single name surfaced in the ideas shortlist, emit a handoff_request for model-builder; scripts/orchestrate.py routes it as a new steering event.