DealDesk Create Agent Skill

Use this skill when the user asks to hire, create, or configure a DealDesk employee.

The output should be a PE-relevant agent with clear role boundaries, DealDesk skills attached, and instructions that update the application records rather than producing disconnected prose.

Default Skill Set

DealDesk hires should receive these skills unless the user asks for a narrower configuration:

• dealdesk
• dealdesk-converting-plans-to-tasks
• dealdesk-create-agent
• dealdesk-create-plugin
• dealdesk-dev

These keys are intentionally preserved for compatibility, but their content is DealDesk-specific.

Role Selection

Prefer an existing DealDesk role template when possible:

• Sector Sourcer: finds and scores acquisition targets.
• Contact Enricher: identifies owners, CEOs, founders, bankers, brokers, and advisors.
• Intermediary Coverage Analyst: maps and drafts relationship touches.
• Head of BD: decomposes mandates, delegates work, and summarizes pipeline health.
• Custom Employee: use when the role is fund-specific or outside the defaults.

If the requested role does not match a template, state the closest template and what you changed.

Hiring Inputs

Collect or infer conservatively:

• Name and title.
• Reporting line, if the company has an org structure.
• Role mandate and boundaries.
• Adapter type and execution settings.
• Monthly budget.
• Whether scheduled heartbeats are needed.
• Which DealDesk skills to attach.
• Instructions bundle content.

Leave scheduled heartbeats off unless the role truly needs recurring work. Sourcing and enrichment roles often do; one-off analysts often do not.

Instruction Requirements

Every DealDesk agent instruction bundle should include:

• The active fund/thesis context if known.
• The exact DealDesk records the agent may update.
• Dedupe and citation rules.
• Outreach approval boundary.
• Fit scoring guidance.
• Completion/reporting expectations.
• The attached DealDesk skills and when to use each one.

Avoid broad platform-maintenance instructions unless the role is explicitly a DealDesk app developer/operator.

Quick Hire Payload Shape

When creating a DealDesk agent through the app/API, include:

{
  "name": "Atlanta HVAC Sourcer",
  "title": "Sector Sourcer",
  "role": "general",
  "adapterType": "claude_local",
  "adapterConfig": {
    "dangerouslySkipPermissions": true
  },
  "desiredSkills": [
    "dealdesk",
    "dealdesk-converting-plans-to-tasks",
    "dealdesk-create-agent",
    "dealdesk-create-plugin",
    "dealdesk-dev"
  ],
  "instructionsBundle": {
    "entryFile": "AGENTS.md",
    "files": {
      "AGENTS.md": "You are a senior PE sourcing analyst..."
    }
  },
  "budgetMonthlyCents": 5000
}

Use role: "general" for PE employees when the app’s authorization path expects non-CEO operational roles.

Quality Checklist

Before creating the hire, confirm:

• The role has a specific PE mandate.
• The agent knows which DealDesk records to read and update.
• The desired skill list includes the converted DealDesk skills.
• The instructions forbid duplicate targets and fabricated data.
• Outreach is draft-only unless the user explicitly authorizes sending.
• The budget and heartbeat cadence match the job.
• The user can review or approve sensitive actions.

After Creation

Report:

• Agent name and role.
• Attached DealDesk skills.
• Budget and heartbeat posture.
• First recommended task or mandate.
• Any missing thesis/context needed before useful work begins.