Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags.
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Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."
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A Next.js chat app. assistant-ui renders everything; one Managed Agents session per conversation runs the analyst, and lib/managed-agents/reducer.ts folds each session's event log into the messages assistant-ui renders. The sidebar is the session list. There is no database. Needs Node 22+, @anthropic-ai/sdk 1.0 or later, and @assistant-ui/react 0.14.27 or later (the defineToolkit/Tools API and approvals on useExternalStoreRuntime). Pull exact shapes from the /claude-api skill's shared/managed-agents-*.md docs.
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Things that aren't obvious from the docs and tend to cost debugging time. If you're Claude driving setup for a user, walk the Setup checklist and use the rest for reference when something looks off.
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Long-running Node server (Hono): browser chat with a sessions sidebar (useChat → /api/chat) → Chat SDK web adapter onDirectMessage → one Managed Agents session per conversation, where the conversation ID is the session ID (no mapping, no database; the sidebar is sessions.list, transcript replay is sessions.events.list) → a held session event stream (opened with event_deltas token previews, always on) feeds each fragment back onto the same HTTP response while /api/activity streams the tool calls and thinking the page shows as…
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Things that aren't obvious from the docs and tend to cost debugging time. Every browser conversation is a DM on a durable thread (web:{userId}:{conversationId}), and in this quickstart the conversationId half is a Managed Agents session ID, verbatim. The page creates the session first (POST /api/sessions → sessions.create()), hands the returned ID to useChat as its threadId, and every message in that conversation lands in that session. There is no mapping table: the bridge decodes the session ID back out…
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A finance assistant chat app wiring a Claude Managed Agent to CopilotKit's self-hosted runtime over the AG-UI protocol. This file is the technical map: architecture, where the code is, design notes, and how to walk a user through setup. Four pieces:
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A scheduled deployment, not an app: there is no long-running process in this quickstart. agents/daily-brief/ holds six resource files that ant apply reconciles (agent, environment, two memory stores, vault, deployment). ant apply manages the vault container but never its contents, so agents/setup.sh adds the two credentials with ant beta:vaults:credentials create and writes the vault's ID into deployment.md's vault_ids (a deployment takes vault IDs, not a file reference). Each scheduled run is a fresh session: it reads /mnt/memory/preferences/preferences.md (read-only store), reads…
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This directory is a Managed Agents quickstart: it builds a real M&A data room into a knowledge wiki (a versioned memory store) with one dynamic workflow run, and queries it. The runnable artifact is distill_documents_into_knowledge_wiki.ipynb; prompts/ holds the consolidation agents' prompts, the lead agent's prompt and the baseline analyst's prompt, utilities.py the notebook's functions; everything else exists to set that notebook up. When a user asks you to walk them through setting this quickstart up, read skill.md in this directory…
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Follow these steps in order when the user asks you to set up or run this quickstart. Confirm each step's output before moving to the next. Everything runs on Managed Agents (beta) — memory stores, agents, sessions and dynamic workflows — which is enabled by default for API organizations; the SDK sends the beta headers itself. If client.beta.memory_stores.create or client.beta.agents.create returns a permission error later, the user should ask their organization's admin whether it was turned off or the key…
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Stateless webhook bridge: Linear AgentSessionEvent → Managed Agents session (with routing metadata) → session.status_idled webhook → createAgentActivity reply. Pull exact shapes from the /claude-api skill's shared/managed-agents-*.md docs. Run the server with bun run dev. Agent provisioning is ant apply --yes agents environments from this directory (ant 2.0 or later; name the directories rather than ., and pass --yes because you have no terminal for its confirmation prompt, or --dry-run to show the plan first): it creates the agent and environment…
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Things that aren't obvious from the docs and tend to cost debugging time. It's an HTTP POST a service sends to a URL you gave it, with a small JSON body describing an event. You register the URL once, and the service calls it whenever the event fires. No polling, no held-open connections. Linear's Agent Platform and Managed Agents don't share a wire format or credentials. Something has to translate "Linear @mention" → "user.message" on the way in, and "session…
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MCP server that exposes Managed Agents session primitives as tools. Two entrypoints sharing one tool set: src/server.ts (stdio → Claude Desktop and Claude Code) and src/server-http.ts (Streamable HTTP → claude.ai custom connector). This quickstart creates no agents, so there is no agents/ directory. It needs one environment, created once from environment.yaml (the command is in that file and in README.md). Commands: bun run stdio (Desktop, Code), bun run http (claude.ai), bun run typecheck.
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Things that aren't obvious from the docs and tend to cost debugging time. The Claude you're typing to in Desktop is a relay. It calls send_message with your words, calls wait_for_idle to block until the managed agent finishes, then shows you the reply. The work itself (tool use, code execution, repo edits) happens in the Managed Agents session, not in Desktop. list_agents, get_agent, create_session, send_message, interrupt, get_session, list_events, archive_session are straight endpoint wrappers. wait_for_idle is the only editorial: MCP is…
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A Next.js chat built directly on a Managed Agent session: no chat framework, the event log is the app state. Teaches session event streaming (event_deltas), vault credential injection_location, per-session agent_with_overrides, and multiagent coordinator rosters. The planner calls the National Park Service and Windy APIs with keys it never holds, then hands its draft to a second agent for a quick critique. That second agent is an Opus reviewer running as a session thread. 1. Invoke /claude-api first. It loads the…
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Work top to bottom. Every step has a verification before the next one starts. Verify the vendor keys from your own machine before involving the sandbox: Both return JSON. A 403 here is a key problem, not a quickstart problem. ant apply (which setup runs with --yes; needs ant 2.0 or later and jq) creates the environment (networking limited to developer.nps.gov and api.windy.com), the vault, the reviewer agent (Opus, review-only prompt), and the planner agent (bash on, web_search/web_fetch off, a…
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Plain text files in a repository that tell a coding agent how the project works: commands to run, conventions to follow and things to avoid. CLAUDE.md, AGENTS.md, cursor rules and skills are the common kinds.
CLAUDE.md or AGENTS.md?
CLAUDE.md is read by Claude Code. AGENTS.md is an open format that Codex, Cursor and other agents read. Many projects keep one and point the other at it.
What is a skill?
A folder with a SKILL.md that describes one capability, such as filling PDFs or reviewing code. The agent loads it only when the task calls for it.
Can I search my own team's files too?
Your agents already can, over MCP, limited to the files you're allowed to read. Searching them from this page is coming.
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