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.

Deploy

export ANTHROPIC_API_KEY=sk-ant-...
export PORTFOLIO_MCP_URL=...
../../scripts/deploy-managed-agent.sh valuation-reviewer

Steering events

See steering-examples.json.

Security & handoffs

GP-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.