github-featured/anthropics--financial-services

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cxyback bb4a2b3e53 Restructure repo and add named agents (#81 )

- 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)

2026-05-05 10:58:18 -04:00

subagents

Restructure repo and add named agents (#81 )

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agent.yaml

Restructure repo and add named agents (#81 )

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README.md

Restructure repo and add named agents (#81 )

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steering-examples.json

Restructure repo and add named agents (#81 )

2026-05-05 10:58:18 -04:00

README.md

Meeting Prep Agent — managed-agent template

Overview

Briefing pack before every client meeting. Same source as the meeting-prep-agent Cowork plugin — this directory is the Managed Agent cookbook for POST /v1/agents.

Deploy

export ANTHROPIC_API_KEY=sk-ant-...
export CRM_MCP_URL=... CAPIQ_MCP_URL=...
../../scripts/deploy-managed-agent.sh meeting-prep-agent

Steering events

See steering-examples.json. Typically kicked from a calendar event by your workflow engine.

Security & handoffs

Client-provided documents and inbound emails are untrusted. Three-tier split:

Tier	Touches untrusted docs?	Tools	Connectors
`profiler`	No	`Read`, `Grep`	CRM, CapIQ (read-only)
`news-reader`	Yes	`Read`, `Grep` only	None
`pack-writer` (Write-holder)	No	`Read`, `Write`, `Edit`	None

pack-writer produces ./out/briefing-<client>.pptx; it never opens client-provided content directly.

Not guaranteed: this pack is for the advisor, not the client. No client-facing send.