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README.md

Statement Auditor — managed-agent template

Overview

Audits pre-generated LP statements before distribution. Same source as the statement-auditor Cowork plugin — this directory is the Managed Agent cookbook for POST /v1/agents.

Deploy

export ANTHROPIC_API_KEY=sk-ant-...
export NAV_MCP_URL=...
../../scripts/deploy-managed-agent.sh statement-auditor

Steering events

See steering-examples.json.

Security & handoffs

Generated statements are treated as untrusted (upstream system out of scope). Three-tier isolation:

Tier Touches untrusted docs? Tools Connectors
statement-reader Yes Read, Grep only None
reconciler / Orchestrator No Read, Grep, Glob, Agent nav (read-only)
flagger (Write-holder) No Read, Write, Edit None

flagger produces ./out/signoff-<batch>.xlsx.

Not guaranteed: this agent recommends pass/hold; IR distributes after human sign-off.