Skip to content

Latest commit

 

History

History

Folders and files

NameName
Last commit message
Last commit date

parent directory

..
 
 
 
 
 
 
 
 

README.md

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.