anthropics--financial-services
Pitch Agent — managed-agent template
Overview
Comps, precedents, LBO → branded pitch deck, end to end. Same source as the pitch-agent 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 pitch-agent
Steering events
Security & handoffs
Task-decomposition split — less about untrusted inputs (data comes from CapIQ/Daloopa MCPs), more about parallelism and artifact isolation. Exactly one worker holds Write:
| Leaf | Tools | Connectors |
|---|---|---|
researcher |
Read, Grep |
CapIQ, Daloopa (read-only) |
modeler |
Read, Bash (sandboxed) |
CapIQ, Daloopa (read-only) |
deck-writer (Write-holder) |
Read, Write, Edit |
None |
Artifacts land in ./out/pitch-<target>.pptx and ./out/model.xlsx via pptx-author / xlsx-author.
Handoff: to rebuild the model after a thesis change, the orchestrator emits a handoff_request for model-builder; scripts/orchestrate.py (or your workflow engine) routes it as a new steering event. See the script for the allowlist + payload-validation pattern.