financial-services/plugins/vertical-plugins/private-equity/commands/source.md at fix/plugin-validate-cli-cache

mirror of https://github.com/anthropics/financial-services.git synced 2026-10-31 07:45:05 +08:00

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cxyback bb4a2b3e53 Restructure repo and add named agents (#81 )

- Move verticals from repo root into plugins/vertical-plugins/ and partner
  plugins into plugins/partner-built/
- Add 10 named, self-contained agent plugins under plugins/agent-plugins/
  (Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder,
  Meeting Prep, GL Reconciler, Month-End Closer, Statement Auditor,
  Valuation Reviewer, KYC Screener) — each bundles its own skills so it
  installs standalone
- Add managed-agent-cookbooks/ (one per agent) with subagent isolation
  and steering examples for /v1/agents deployment
- Add fund-admin and operations verticals so the finance-ops/onboarding
  agents ship real domain skills
- Add scripts/ (check.py manifest lint, sync-agent-skills.py,
  deploy-managed-agent.sh, orchestrate.py reference loop,
  test-cookbooks.sh)
- Add .github/workflows/secret-scan.yml (gitleaks + internal-ref grep)
- Tighten agent tool grants to declared MCPs only — no Bash, WebFetch,
  or undeclared mcp__* references in any agent
- Add not-investment-advice disclaimer to README
- Rename claude-in-office to claude-for-msft-365-install (content
  unchanged)

2026-05-05 10:58:18 -04:00

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description, argument-hint

description	argument-hint
Source deals — discover companies and draft founder outreach	[sector or criteria, e.g. 'industrial services in Texas $10-50M']

Load the deal-sourcing skill and run the sourcing pipeline: discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.

If criteria are provided, use them. Otherwise ask the user for sector, size, geography, and deal parameters.

453 B Raw Permalink Blame History

453 B

Raw Permalink Blame History