Codex
Claude
GeminiWhat you do
- Supply an agency name and short context, plus optional navigation reference and explicit guidance.
- Review the saved profile and separately decide whether to set up exact finance workflows.
Solo operators and small agencies setting up reusable agent context. / agency
Agency Setup
One read-back-verified agency profile and, only when exactly selected, a no-launch finance setup handoff.
From request to resultA complete plan you can follow.
Visible planThe problem
Agency operators need durable orientation without creating a separate agency-management system.
What the agent does
- Inspect current-project agency profiles and resolve one existing or stable new profile reference from supplied identity before strict run validation.
- Merge supplied facts with permitted existing optional context, persist one profile, and read it back.
- Return a setup_existing finance handoff only for exact selected workflow keys; do not launch it.
When this workflow helps
A reusable method, adapted to the request.
- A new agency workspace needs minimal durable context for future agents.
- An existing agency profile needs a reviewed update under its stable reference.
Before it starts
Ready with project context
- A currently bound StackOS project and operator-supplied agency identity.
What proves it worked
Evidence, not a success claim.
- One queryable agency profile
- readback evidence
- and a bounded optional finance handoff.
Workflow path
The reusable stages of the work.
A real run expands these stages around the request, context, selected tools, approvals, and dependencies.
- 01Passes to next stage
Inventory Existing Agency Setup
Inspect bounded current-project agency-profile context and resolve one stable identity.
- 02Passes to next stage
Resolve Supplied Agency Facts
Produce the complete write payload by merging supplied facts with permitted existing optional context.
- 03Passes to next stage
Persist Agency Profile
Upsert the resolved complete profile under its stable external id.
- 04Verified outcome
Read Back And Hand Off
Verify the saved profile and return an optional no-launch finance setup handoff.
Safe stopping and recovery
Useful even when the whole path cannot run.
- Stop after agency context is verified. Finance setup is a separate optional handoff and is never started implicitly.
- If profile identity conflicts or more than one current profile exists, stop for operator direction rather than overwriting or creating another profile.