month-end-closer

Month-End Closer — managed-agent template

Overview

Accruals, roll-forwards, variance commentary. Same source as the month-end-closer Cowork plugin — this directory is the Managed Agent cookbook for POST /v1/agents.

Deploy

export ANTHROPIC_API_KEY=sk-ant-...
export GL_MCP_URL=...
../../scripts/deploy-managed-agent.sh month-end-closer

Steering events

See steering-examples.json.

Security & handoffs

Supporting invoices and vendor statements are untrusted. Three-tier isolation:

Tier	Touches untrusted docs?	Tools	Connectors
ledger-reader	Yes	Read, Grep only	None
rollforward / Orchestrator	No	Read, Grep, Glob, Agent	internal-gl (read-only)
poster (Write-holder)	No	Read, Write, Edit	None

poster produces ./out/close-package-<entity>-<period>.xlsx. JE drafts are staged, not posted to the GL.

Handoff: receives handoff_request events from gl-reconciler with verified breaks to fold into close commentary.