/managed-agent-cookbooks/model-builder/README.md

Model Builder — managed-agent template

Overview

DCF, LBO, 3-statement, comps — built as a file artifact. Same source as the model-builder Cowork plugin — this directory is the Managed Agent cookbook for POST /v1/agents.

Deploy

export ANTHROPIC_API_KEY=sk-ant-...
export CAPIQ_MCP_URL=... DALOOPA_MCP_URL=...
../../scripts/deploy-managed-agent.sh model-builder

Steering events

See steering-examples.json.

Security & handoffs

Task-decomposition split — inputs come from trusted MCPs, so the split is about artifact isolation and re-verification. Exactly one worker holds Write:

Leaf	Tools	Connectors
data-puller	Read, Grep	CapIQ, Daloopa (read-only)
builder (Write-holder)	Read, Write, Edit, Bash (sandboxed)	None
auditor	Read, Grep	None

auditor re-checks ties and balances after builder writes ./out/model.xlsx.

Handoff: when invoked from earnings-reviewer or pitch-agent, the calling agent's handoff_request is routed here by scripts/orchestrate.py.