Ingests GP packages, runs valuation template, stages LP reporting. Same source as the valuation-reviewer Cowork plugin — this directory is the Managed Agent cookbook for POST /v1/agents.
export ANTHROPIC_API_KEY=sk-ant-...
export PORTFOLIO_MCP_URL=...
../../scripts/deploy-managed-agent.sh valuation-reviewerGP-provided valuation packages are untrusted. Three-tier isolation:
| Tier | Touches untrusted docs? | Tools | Connectors |
|---|---|---|---|
package-reader |
Yes | Read, Grep only |
None |
valuation-runner / Orchestrator |
No | Read, Grep, Glob, Agent |
portfolio (read-only) |
publisher (Write-holder) |
No | Read, Write, Edit |
None |
package-reader returns length-capped, schema-validated JSON. publisher produces ./out/lp-pack-<fund>.xlsx.
Handoff: to feed flagged portcos into GL Reconciler, emit a handoff_request for gl-reconciler; scripts/orchestrate.py routes it.
Not guaranteed: LP reports require IR and CCO sign-off outside this agent.