Briefing pack before every client meeting. Same source as the meeting-prep-agent Cowork plugin — this directory is the Managed Agent cookbook for POST /v1/agents.
export ANTHROPIC_API_KEY=sk-ant-...
export CRM_MCP_URL=... CAPIQ_MCP_URL=...
../../scripts/deploy-managed-agent.sh meeting-prep-agentSee steering-examples.json. Typically kicked from a calendar event by your workflow engine.
Client-provided documents and inbound emails are untrusted. Three-tier split:
| Tier | Touches untrusted docs? | Tools | Connectors |
|---|---|---|---|
profiler |
No | Read, Grep |
CRM, CapIQ (read-only) |
news-reader |
Yes | Read, Grep only |
None |
pack-writer (Write-holder) |
No | Read, Write, Edit |
None |
pack-writer produces ./out/briefing-<client>.pptx; it never opens client-provided content directly.
Not guaranteed: this pack is for the advisor, not the client. No client-facing send.