pitch-deck · diff
git:20260613.4b1ceb3 to git:20260614.5208b4c
56 added, 7 removed. Audit A to A.
---
name: pitch-deck
+ multi_ticker_semantics: single_target
description: Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck
temporal_scope:
default_quarters: 4
max_quarters: 8
description: "Typical lookback: 4 quarters, max: 8"
allowed_tools:
- search_companies
- search_xbrl_facts
- get_company_financials
- get_company_profile
- search_earnings_calendar
- - search_documents
- list_xbrl_concepts
retrieval_scope: structured_only
min_tool_diversity: 5
---
# pitch-deck
- **Agent Call Tracing**: The first tool you call will return a `_run_id` in its result. On every subsequent tool call, include HTTP header `X-Agentii-Trace: agent={skill_name}; parent={caller_name}; instance={instance_label}`. The MCP server will inject run_id, depth, and user_id automatically. When spawning parallel sub-agents of the same type, assign each a unique instance label (e.g., equity-research-1, equity-research-2). See `contracts/x-agentii-trace-header.md` for the full contract.
## Triggers
- Investment pitch deck
- investment committee presentation
- buy-side pitch
- sell-side pitch
- investment thesis slides
- executive summary presentation
- financial presentation
- board deck
- investor presentation
- strategy deck
## Defaults
| Parameter | Default Value | Rationale |
|-----------|---------------|-----------|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |
## Methodology
- This skill follows the agentii retrieval protocol. Retrieval scope: **structured_only**. Minimum tool diversity: 5 distinct tools.
+ ### 1. Retrieval Scope
+ This skill operates with `retrieval_scope: structured_only`. It performs structured data retrieval only (XBRL facts, financials, earnings calendar) — no unstructured document search. Document-retrieval tools are excluded from `allowed_tools`.
+
+ ### 2. Retrieval Strategy
+
+ Follows the retrieval strategy decision tree in `retrieval.md`. Primary branch: **(a) Structured Data Query**. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.
+
+ ### 3. Temporal Scope
+
+ Default lookback: 4 fiscal quarter(s); maximum: 8. The default balances recency against the trend window this analysis requires.
+
+ ### 4. Tool Allowlist
+
+ Per frontmatter `allowed_tools`:
+
+ - `search_companies` — ticker resolution + company context (entity-alias fuzzy match)
+ - `search_xbrl_facts` — primary structured financial facts (is_primary default)
+ - `get_company_financials` — consolidated IS/BS/CF highlights
+ - `get_company_profile` — sector/industry classification + metadata
+ - `search_earnings_calendar` — EPS actual/estimate/surprise + report dates
+ - `list_xbrl_concepts` — US-GAAP concept discovery for non-standard line items
+
+ ### 5. Protocol
+
+ 1. **Pre-flight (mandatory)**: call `get_company_fiscal_calendar/{ticker}` then `get_ticker_coverage/{ticker}`; route on coverage.
+ 2. **Concept discovery** (non-standard concepts only): `list_xbrl_concepts(query=<term>, ticker=<T>)`.
+ 3. **Structured retrieval**: `search_xbrl_facts(ticker, concept=[...], fiscal_year=[...])` (is_primary default) and/or `get_company_financials/{ticker}`.
+ 4. **Batch rule**: 3+ same-tool queries → consolidate via `batch_search` (≤8 sub-queries).
+ 5. **Output**: write the deliverable per `## Output File`, then append to `agentii.md`.
+
+ ## Deliverable Chain
+
+ **Inputs** → **Build** → **Validate** → **Output** → **Next**
+
+ 1. **Inputs**: resolved ticker + structured facts (`search_xbrl_facts`, `get_company_financials`) and any filing pages from the three-layer protocol.
+ 2. **Build**: assemble the workbook/deck spec and call `xlsx.build` / `pptx.build` (office plane).
+ 3. **Validate**: run `xlsx.audit` (or recalc) and the `## Validation Gates` below.
+ 4. **Output**: write the artifact path per `## Output File`.
+ 5. **Next**: append to `agentii.md`; hand off to a downstream pitch/review skill if requested.
+
## Output File
Write the final deliverable to `{ticker}/{{YYYY-MM-DD_HHMM}}_pitch-deck_{{affix}}.md` .
## Output Structure
- 1. Executive Summary
- 2. Data Sources (with agentii://source/ citation watermarks)
- 3. Analysis Results
- 4. Coverage Gaps (if any)
+ Write to `{ticker}/{YYYY-MM-DD_HHMM}_pitch-deck_{affix}.md` (see `## Output File`).
+
+ 1. **Executive Summary** (≤200 words) — headline conclusions for the analysis.
+ 2. **Data Sources** — filings + structured endpoints used, with `{ticker} {citation_id} page<N>` citations.
+ 3. **Analysis** — the core findings, tables, and commentary for this dimension.
+ 4. **Key Metrics** — the quantitative results with QoQ/YoY context where relevant.
+ 5. **Coverage Gaps & Citations** — data not retrievable + citation index.
+
+ **Citation density**: ≥1 citation per 200 words; bare `page_no` integers are forbidden — always cite as `{ticker} {citation_id} page<N>`. After writing, append a YAML block to `agentii.md` per `contracts/agentii-md-schema.md`.
+
+ ## Preflight
+
+ !curl -s -o /dev/null -w "%{http_code}" --max-time 2 https://mcp.agentii.ai/mcp/health 2>/dev/null || echo "UNREACHABLE"
+
+ **Agent Call Tracing**: The first tool you call will return a `_run_id` in its result. On every subsequent tool call, include HTTP header `X-Agentii-Trace: agent={skill_name}; parent={caller_name}; instance={instance_label}`. The MCP server will inject run_id, depth, and user_id automatically. When spawning parallel sub-agents of the same type, assign each a unique instance label (e.g., equity-research-1, equity-research-2). See `contracts/x-agentii-trace-header.md` for the full contract.
## Error Handling
| Error | Action |
|-------|--------|
| Ticker not found | Suggest checking spelling or trying list_coverage |
| No data available | Flag in Coverage Gaps, proceed with available data |
| API key invalid | Direct user to agentii.ai/api-keys |
| MCP server unreachable | Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE |