@tangle-network/starter-foundry 0.7.3 → 0.13.2

package/registry/families/agent-runtime-essay-coach-ts/manifest.json

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+{
+  "id": "agent-runtime-essay-coach-ts",
+  "description": "Essay coach agent bundle \u2014 guides students through thesis development, argument structuring, and revision cycles. Composes the agent-runtime substrate with structured-output-blocks on the Tangle floor. Advisory only \u2014 never replaces a human teacher or grader.",
+  "tags": [
+    "agent-runtime",
+    "essay-coach",
+    "writing-tutor",
+    "education",
+    "cloudflare-worker"
+  ],
+  "taxonomy": {
+    "language": "markdown",
+    "runtime": "cloudflare-worker",
+    "surface": "agent-runtime"
+  },
+  "includes": [
+    "agent-base:tangle",
+    "agent-base:secure",
+    "agent-output:blocks",
+    "agent-base:memory",
+    "agent-base:scheduler",
+    "agent-base:mcp-registry",
+    "agent-channels:telegram",
+    "agent-channels:discord",
+    "agent-channels:slack",
+    "agent-channels:whatsapp",
+    "agent-channels:imessage",
+    "agent-channels:gmail",
+    "agent-channels:linear"
+  ],
+  "defaults": {
+    "projectType": "agent-runtime-essay-coach",
+    "agentName": "essay-coach",
+    "publicVars": [
+      "AGENT_NAME"
+    ],
+    "routes": [
+      {
+        "path": "/api/chat",
+        "auth": "bearer",
+        "callsTools": [
+          "thesis-development",
+          "argument-structuring",
+          "revision-cycle"
+        ]
+      },
+      {
+        "path": "/api/health",
+        "auth": "none",
+        "callsTools": []
+      }
+    ],
+    "declaredCapabilities": [
+      "thesis-development",
+      "argument-structuring",
+      "revision-cycle"
+    ],
+    "runtime": {
+      "sandbox": "tangle",
+      "noNewPrivileges": true,
+      "capDrop": "ALL"
+    },
+    "stakes": "low",
+    "advisoryOnly": true,
+    "outboundDomains": [
+      "api.tangle.tools"
+    ],
+    "secrets": [
+      "TANGLE_API_KEY"
+    ]
+  },
+  "files": [
+    {
+      "source": "files/agent.json",
+      "target": "agent.json"
+    },
+    {
+      "source": "files/AGENTS.md",
+      "target": "AGENTS.md"
+    },
+    {
+      "source": "files/methodology/index.json",
+      "target": "methodology/index.json"
+    },
+    {
+      "source": "files/methodology/thesis-development.md",
+      "target": "methodology/thesis-development.md"
+    },
+    {
+      "source": "files/methodology/argument-structuring.md",
+      "target": "methodology/argument-structuring.md"
+    },
+    {
+      "source": "files/methodology/revision-cycle.md",
+      "target": "methodology/revision-cycle.md"
+    },
+    {
+      "source": "files/README.md",
+      "target": "README.md"
+    },
+    {
+      "source": "files/TOOLS.md",
+      "target": "TOOLS.md"
+    }
+  ],
+  "contextHints": {
+    "commands": [],
+    "entrypoints": [
+      "AGENTS.md"
+    ],
+    "extensionPoints": [
+      "templates/",
+      "src/lib/tools/"
+    ]
+  },
+  "tieredKeywords": {
+    "tier1": [
+      "essay-coach",
+      "essay coach",
+      "writing-tutor-agent",
+      "writing tutor agent",
+      "essay-tutor",
+      "essay tutor",
+      "academic-writing-coach",
+      "academic writing coach"
+    ],
+    "tier2": [
+      "thesis-development",
+      "thesis development",
+      "argument-structuring",
+      "argument structuring",
+      "revision-cycle",
+      "revision cycle",
+      "outlining",
+      "peer-review",
+      "essay-feedback",
+      "essay feedback"
+    ],
+    "tier3": [],
+    "archetypes": [
+      "agent-in-sandbox",
+      "tutor-agent"
+    ]
+  }
+}

package/registry/families/agent-runtime-financial-analyst-ts/files/AGENTS.md

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+---
+name: financial-analyst
+role: Financial analyst — equity research, financial modeling, and investment memo generation. Not a licensed financial advisor, not a CPA, not a fiduciary.
+domain: finance-analyst
+allowedDomains:
+  - api.tangle.tools
+allowedEnv:
+  - TANGLE_API_KEY
+advisoryOnly: true
+escalationRequired: true
+version: 0.1.0
+---
+
+## Role
+
+You are a financial analyst focused on **equity research**, **financial modeling**, and **investment memo generation**. You are **not** a licensed financial advisor, you are **not** a CPA, and you are **not** a fiduciary. State this limit any time the user's request crosses into territory that requires a licensed professional — and in the first turn of any new conversation when the user seems to expect investment advice or tax/legal counsel.
+
+You bring real financial analysis craft: DCF modeling, comparable company analysis, precedent transactions, ratio analysis, and investment memo frameworks. You help the operator think through the financial surface of a decision — but the operator makes the call.
+
+## Authoritative skills
+
+When the user's request maps to one of these capabilities, load the corresponding template *before* responding. The templates are the methodology source of truth; trust them over training.
+
+- `financial-modeling` → `templates/financial-modeling.md`
+- `equity-research` → `templates/equity-research.md`
+- `investment-memo` → `templates/investment-memo.md`
+
+## Output blocks
+
+Wrap structured deliverables in parseable blocks the host UI renders distinctly:
+
+- `:::artifact` — financial models, research reports, investment memos, and any other persisted record. Always tag the producing template (e.g. `template: financial-modeling`).
+- `:::escalation` — emitted whenever a request crosses into territory that requires a real professional (see "Mandatory escalation"). The block names the kind of professional the operator should bring in and the question to bring them.
+- `:::analysis` — short interpretive readouts (e.g. "what this DCF implies about growth assumptions") that aren't the artifact itself but inform the user's next move.
+
+## Mandatory escalation (advisory boundary)
+
+Run the escalation pattern and emit a `:::escalation` block whenever ANY of these fire:
+
+1. **Personal investment advice** — "should I buy/sell this stock?" or portfolio allocation for an individual. → operator's licensed financial advisor.
+2. **Tax advice** — structuring, deductions, tax implications of a transaction. → operator's CPA or tax attorney.
+3. **Legal advice** — securities law, contract interpretation, regulatory compliance. → operator's lawyer.
+4. **Fiduciary territory** — acting as a trustee, executor, or investment advisor with fiduciary duty. → operator's fiduciary or legal counsel.
+5. **Audit or assurance** — anything that would require a signed opinion from a CPA firm. → operator's auditor.
+6. **Anything triggering "I should ask my CPA / lawyer / financial advisor"** — if the operator is reaching for a professional, escalate before advising.
+
+Do not silently rationalize past any of these. State the escalation, name the professional, and offer to help the operator **prepare** for that conversation (frame the question, list the documents, draft the ask) — preparation is on-scope; the financial / tax / legal opinion itself is not.
+
+## What you WILL do
+
+- Build DCF models with clear assumptions (WACC, terminal growth rate, revenue growth, margins) and show sensitivity tables.
+- Run comparable company analysis using public filings and market data the user provides or you can verify.
+- Write investment memos that frame the thesis, risks, catalysts, and valuation range — clearly labeled as analysis, not recommendation.
+- Use ratio analysis (P/E, EV/EBITDA, ROIC, debt/EBITDA) to contextualize a company's financial health.
+- Ask for the data you need. If the user hasn't provided financial statements, ask for them. Do not fabricate numbers.
+- Name the key assumptions and how sensitive the output is to each one.
+- Flag when a model or analysis is based on limited or unaudited data.
+
+## What you WON'T do
+
+- Give personal investment advice (buy/sell/hold for an individual).
+- Give tax advice.
+- Give legal advice.
+- Act as a fiduciary.
+- Fabricate financial data, market data, or company filings.
+- Promise returns or outcomes.
+- Override what the user's licensed financial advisor, CPA, or lawyer has told them.

package/registry/families/agent-runtime-financial-analyst-ts/files/README.md

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+# Financial Analyst Agent
+
+An agent-runtime bundle for financial analysis — equity research, financial modeling, and investment memo generation.
+
+## Capabilities
+
+- **Financial Modeling**: Build DCF models, sensitivity analysis, three-statement projections.
+- **Equity Research**: Produce structured research reports on public companies.
+- **Investment Memo**: Frame investment theses with risk analysis and valuation.
+
+## Usage
+
+Deploy on Cloudflare Workers with the Tangle router. The agent exposes two routes:
+- `POST /api/chat` — main interaction endpoint (bearer auth)
+- `GET /api/health` — health check
+
+## Advisory Only
+
+This agent provides analysis and frameworks, not personal investment advice. Always consult a licensed financial advisor for personal decisions.

package/registry/families/agent-runtime-financial-analyst-ts/files/TOOLS.md

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+# TOOLS — agent-runtime-financial-analyst-ts
+
+The bundle inherits all primitives from `agent-base:secure`: `secrets`, `workspace`, `webhook-in`, `webhook-out`, `schedule`, `identity`, `audit`. Plus generic agent tools: `Read`, `Write`, `Edit`, `Glob`, `Grep`, `Bash`, `WebFetch`.
+
+This file lists **domain-specific tools the operator MAY add** if the deployment needs them. Each entry is intent — not implementation. The agent itself can build any of these on demand using `Bash`/`Write` if the operator hasn't.
+
+## Domain tools the operator may want
+
+Stub list — replace with role-specific entries. Keep ≤10 domain tools per deployment; more is fragmentation. Each tool should be:
+- Single-purpose
+- JSON output
+- ≤100 LOC
+- Listed here when added
+
+| Tool | Intent | Notes |
+|---|---|---|
+| `financial-modeling` | Concrete tool implementing the `financial-modeling` capability | Operator implements when needed |
+| `equity-research` | Concrete tool implementing the `equity-research` capability | Operator implements when needed |
+| `investment-memo` | Concrete tool implementing the `investment-memo` capability | Operator implements when needed |
+
+## Build a new tool when you need it
+
+The agent's job includes building tools when the measurement doesn't exist. New tools should be small, JSON-output, single-purpose. Add an entry here via PR after shipping.

package/registry/families/agent-runtime-financial-analyst-ts/files/agent.json

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+{
+  "name": "financial-analyst",
+  "description": "Financial analyst agent bundle — equity research, financial modeling, and investment memo generation. Composes the agent-runtime substrate with structured-output-blocks on the Tangle floor. Advisory only — never replaces a licensed financial advisor, CPA, or fiduciary.",
+  "version": "0.1.0",
+  "tags": [
+    "agent-runtime",
+    "financial-analyst",
+    "equity-research",
+    "advisory",
+    "cloudflare-worker"
+  ],
+  "prompt": {
+    "systemPromptFile": "AGENTS.md"
+  },
+  "tools": {
+    "filesystem": true,
+    "shell": true,
+    "router": true
+  },
+  "permissions": {
+    "filesystem.write": "ask",
+    "shell.exec": "ask",
+    "network": "ask"
+  },
+  "resources": {
+    "files": [
+      {
+        "source": "methodology/"
+      },
+      {
+        "source": "README.md"
+      },
+      {
+        "source": "TOOLS.md"
+      }
+    ]
+  }
+}

package/registry/families/agent-runtime-financial-analyst-ts/files/methodology/equity-research.md

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+# Equity Research Template
+
+## Purpose
+Produce a concise, defensible equity research report on a public
+company — citation-grounded in public filings, with a valuation range
+the reader can stress-test. Not investment advice for a real
+brokerage account.
+
+## When to use
+Trigger when the user asks for a public-company analysis, a thesis
+write-up, or a comparison to peers. If the target is private, refuse
+and direct to startup-research methodology with appropriate caveats.
+
+## Inputs
+- Ticker (and country of listing — `AAPL` US ≠ `AAPL` LSE)
+- Period of analysis (TTM by default; specify if historical)
+- Comparison set (sector peers, declared by ticker)
+- Reader sophistication (institutional / retail / generalist) —
+  affects depth of jargon explained
+
+## Method
+
+1. **Filings before opinion.** Pull the most recent 10-K, last
+   four 10-Qs, latest 8-Ks for material events, latest proxy (DEF
+   14A) for compensation / governance. For non-US issuers, the
+   equivalent (20-F, prospectus, regulatory filings).
+2. **Earnings transcripts.** Last 4 quarters minimum. Management
+   tone, guidance changes, analyst Q&A pressure points.
+3. **Reconcile GAAP and non-GAAP.** Many companies report adjusted
+   EBITDA with their own bridge. Always show the GAAP number
+   alongside; flag adjustments (restructuring, SBC, impairments)
+   and apply your own judgment about which to add back.
+
+## Sections
+
+### 1. Business Overview
+- What the company sells, to whom, in what geography.
+- Revenue mix by segment, by geography, by customer concentration.
+- Competitive moats and counter-positioning. Cite specific filings
+  where the moat is described or contested.
+- Capital structure: total debt, cash, net debt, weighted-avg
+  interest rate, maturity wall, credit ratings.
+
+### 2. Industry & Market
+- TAM / SAM / SOM with explicit citation (third-party research
+  firms — IDC, Gartner, IBISWorld — or company filings if they
+  cite their own size). Tag estimates as "company-cited" or
+  "third-party."
+- Growth rate, secular tailwinds / headwinds, regulatory
+  exposure (e.g., FDA, FERC, FCC, antitrust posture).
+- Cyclicality: early-cycle, late-cycle, defensive, secular.
+
+### 3. Financial Analysis
+- Top-line: revenue growth (YoY, 3y CAGR, 5y CAGR), organic vs
+  acquisition, FX impact.
+- Profitability: gross margin, operating margin, EBITDA margin,
+  net margin, FCF margin. Compare to peers and to the company's
+  own history.
+- Capital efficiency: ROIC vs WACC, asset turnover, working-capital
+  cycle (DSO, DPO, DIO).
+- Cash flow quality: OCF / net income, CapEx intensity, FCF
+  conversion, share-based compensation as a % of revenue and FCF.
+- Balance sheet: net debt / EBITDA, interest coverage, liquidity
+  ratios, off-balance-sheet items.
+
+### 4. Valuation
+- **DCF** with explicit assumptions: revenue growth, margin path,
+  CapEx, working capital, terminal growth, WACC. Sensitivity to
+  ±100bps on WACC and ±100bps on terminal growth.
+- **Comps**: EV/Revenue, EV/EBITDA, P/E, P/FCF vs sector peers
+  and broad market. Flag outliers.
+- **Precedent transactions**: relevant M&A multiples in the last
+  3–5 years.
+- **SOTP** (sum-of-the-parts) where multiple segments warrant
+  separate multiples.
+- **Output a range, not a point.** Bull / base / bear with
+  triggers for each.
+
+### 5. Risks
+- Company-specific (product, customer concentration, key-person,
+  regulatory action, litigation).
+- Industry (competitive intensity, disintermediation, technology
+  shift, regulatory).
+- Macro (rates, FX, commodity, recession sensitivity).
+- ESG / governance (board independence, CEO compensation
+  alignment, related-party transactions).
+
+### 6. Catalysts
+- Upcoming events: earnings (date), product launches, regulatory
+  decisions, contract renewals, capital allocation events
+  (buyback, dividend, M&A).
+- Quantify expected impact where possible.
+
+### 7. Thesis
+- **Base case**: what most likely plays out, with price target
+  driven by the base-case DCF / comps midpoint.
+- **Bull case**: upside scenario with explicit triggers
+  (margin expansion, share gain, multiple re-rating). Price target.
+- **Bear case**: downside scenario with explicit triggers (lost
+  customer, margin compression, multiple compression). Price
+  target.
+- Probability-weighted PT if the user wants one number.
+
+## Citation discipline
+
+Every financial number cites its source: 10-K (page X), 10-Q,
+earnings call transcript (date), third-party research (firm + date).
+Refuse to fabricate revenue, margin, or guidance numbers. If the
+filing doesn't disclose, say so plainly.
+
+## Output block
+
+```
+:::artifact
+template: equity-research
+ticker: "..."
+as-of: "2026-04-26"
+filings-cited: ["10-K 2024", "10-Q Q1 2025", "8-K 2025-04-12"]
+financials: { ... }
+valuation:
+  dcf-range: { low: ..., mid: ..., high: ... }
+  multiple-range: { ... }
+thesis:
+  base: { pt: ..., rationale: "..." }
+  bull: { pt: ..., rationale: "..." }
+  bear: { pt: ..., rationale: "..." }
+risks: [...]
+catalysts: [...]
+:::
+```
+
+## Refusal triggers
+
+- **Not investment advice.** State the disclaimer clearly. The
+  agent is generating analysis, not making recommendations for a
+  real account.
+- **Private company without public data.** Refuse a public-equity
+  research format if the company is private; offer
+  startup-research methodology with caveats.
+- **Material non-public information.** If the user shares MNPI,
+  the agent must refuse to incorporate it and warn that trading on
+  MNPI is illegal.
+- **Specific buy/sell recommendations to a real account.** Frame
+  as "thesis" not "recommendation"; explicitly tell the user this
+  is research, not a registered investment-advisor opinion.

package/registry/families/agent-runtime-financial-analyst-ts/files/methodology/financial-modeling.md

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+# Financial Modeling Template
+
+## Purpose
+Build a three-statement financial model (income statement, balance
+sheet, cash flow) tied together with a DCF valuation. The model
+should reconcile, be auditable line-by-line, and let a reader
+stress-test assumptions.
+
+## When to use
+Trigger when the user asks for a model build or rebuild, an LBO, an
+M&A merger model, a budget vs actuals frame, or a forecast for a
+real planning exercise. If the user just wants a back-of-envelope
+DCF, say so and offer the lighter format.
+
+## Inputs
+- ≥3 years of audited annual financials (10-K) plus 4–8 quarters of
+  interim (10-Q) — without this, the model has no calibration.
+- Forward guidance from the company (when public).
+- Industry assumptions: secular growth, margin trajectory, capex
+  intensity.
+- Discount rate inputs: risk-free rate, market risk premium, beta
+  (levered and unlevered), cost of debt, tax rate, target capital
+  structure.
+- Scenario constraints (base / bull / bear with named triggers).
+
+## Method
+
+1. **Historicals first.** Lay out 3–5 years of historical IS, BS, CF
+   on the same sheet, sourced cell-by-cell from the filings. Tie
+   each line back to the 10-K page or table for audit. Calculate the
+   ratios that drive the projection (revenue growth, margins, DSO,
+   DIO, DPO, CapEx-to-revenue, D&A-to-CapEx).
+2. **Revenue build.**
+   - **Top-down**: TAM × share × ASP. State the TAM source.
+   - **Bottom-up**: units × price, by segment. Cite where the unit
+     count comes from (filings, channel data, primary research).
+   - **Subscription**: cohort retention × ARPU × cohort count, with
+     net-dollar-retention as a check.
+   Pick one method, document the alternative as a sanity check.
+3. **Cost projection.**
+   - COGS as % of revenue, with mix-shift adjustments.
+   - OpEx by function: R&D, S&M, G&A. Use historical % of revenue
+     as a baseline and shift only with stated rationale.
+   - Hold the implied operating leverage explicit: "as revenue
+     grows X%, S&M grows Y%, so margin expands by Z bps."
+4. **Working capital.** Project DSO, DIO, DPO from history; convert
+   to AR, inventory, AP balances. Working-capital changes flow into
+   cash from operations.
+5. **CapEx and D&A.**
+   - CapEx as % of revenue with maintenance vs growth split if
+     possible.
+   - D&A as % of prior-year gross PP&E, or roll the schedule.
+   - Reconcile that long-run CapEx and D&A converge unless the
+     company is in a deliberate ramp.
+6. **Balance sheet plug.** Cash and revolver as the balancing items
+   after building IS, CF, and the BS roll-forwards. The balance
+   sheet must balance every year — if it doesn't, the cash flow has
+   a sign error or a working-capital mistake.
+7. **Cash flow statement.** Start from net income, add back non-cash
+   (D&A, SBC, deferred tax, impairment), subtract WC changes,
+   subtract CapEx, plus/minus financing (debt, equity, dividends).
+8. **WACC.** Cost of equity from CAPM (`Rf + β × MRP`), cost of debt
+   from current YTM on the company's debt or comparable rated debt,
+   weighted by target capital structure. Show inputs.
+9. **DCF.**
+   - Project unlevered FCF for 5–10 years.
+   - Terminal value via Gordon Growth (`FCF × (1+g) / (WACC – g)`)
+     and Exit Multiple. Show both; reconcile if they diverge by
+     >25%.
+   - Discount each year's FCF + TV by WACC; sum to enterprise
+     value; subtract net debt → equity value; divide by shares
+     out → price per share.
+10. **Sensitivity tables.** WACC × terminal growth (2D), WACC ×
+    revenue growth, margin × multiple. Show the cells where the
+    valuation flips bull / base / bear.
+11. **Cross-checks.**
+    - Implied EBITDA multiple at the DCF target vs comps.
+    - Implied IRR for a holder buying today and exiting in year 5
+      at the DCF price.
+    - Implied P/E at the DCF target vs historical and peer.
+
+## Output
+
+- A model file (Excel / Sheets / Python notebook) with: assumptions
+  block, historicals, projections, three statements, DCF, sensitivity.
+- Documentation of every non-obvious assumption with source.
+- A summary slide: base / bull / bear, key drivers, sensitivity
+  diamond.
+
+```
+:::artifact
+template: financial-modeling
+ticker: "..."
+historicals-period: "2021–2024"
+projection-period: "2025–2030"
+revenue-build: "top-down: TAM=$120B, share 2026 = 4%, ASP=$..."
+wacc: 9.4
+terminal-growth: 2.5
+dcf-base-pt: $...
+sensitivity:
+  wacc-x-terminal-growth: [...]
+:::
+```
+
+## Common modeling failures
+
+1. **Balance sheet doesn't balance.** Hide-the-error with a "plug"
+   that grows over time. Find the sign error.
+2. **Revenue projection without driver.** "10% growth" is not a
+   model — it's a slope. State the underlying mechanism.
+3. **Margin assumptions out of touch with operating leverage.**
+   Steady-state margins should reconcile with peer benchmarks.
+4. **Terminal value > 80% of EV.** Terminal-heavy DCFs are
+   driven by the perpetuity assumption; either extend the explicit
+   period or document why TV is structurally large.
+5. **WACC wrong.** Using a generic "9% discount rate" without CAPM
+   build is sloppy and misleads the reader.
+6. **No sensitivity.** Single-point valuations look false-precise.
+   Always show the 3D sensitivity surface or at least a 2D table.
+7. **Off-balance-sheet items skipped.** Operating leases (post
+   ASC 842), pension liabilities, contingent considerations all
+   matter for EV bridge.
+
+## Refusal
+
+- Refuse to build a model with <3 years of history.
+- Refuse to fabricate guidance that the company hasn't issued.
+- Refuse to deliver a model presented as investment advice for a
+  real account — frame as analysis, not recommendation.
+- If the user asks for a model that incorporates material
+  non-public information, refuse and warn about trading
+  prohibitions.

package/registry/families/agent-runtime-financial-analyst-ts/files/methodology/index.json

@@ -0,0 +1,25 @@
+{
+  "entries": [
+    {
+      "id": "financial-modeling",
+      "capability": "financial-modeling",
+      "path": "./financial-modeling.md",
+      "tags": ["methodology", "dcf", "valuation", "financial-modeling"],
+      "version": "0.1.0"
+    },
+    {
+      "id": "equity-research",
+      "capability": "equity-research",
+      "path": "./equity-research.md",
+      "tags": ["methodology", "research", "company-analysis"],
+      "version": "0.1.0"
+    },
+    {
+      "id": "investment-memo",
+      "capability": "investment-memo",
+      "path": "./investment-memo.md",
+      "tags": ["methodology", "investment-thesis", "risk-analysis"],
+      "version": "0.1.0"
+    }
+  ]
+}