CL research: add research mode templates + web research to proposals and market intel
- company_proposal.yml: add 2 research phases (market + revenue) before exec summary; all think steps now require [Title](URL) citations; add Sources section to document - market_intelligence.yml: add web search step (research mode) before analysis think; package schema adds sources array; adjudication evidence_quality now checks for citations - research_brief.yml: new standalone 4-query deep research template; searches market, competitors, trends, cases; assembles annotated brief with Source Index section; saves to deliverables/research/; adjudication checks citation_quality (40% weight)
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name: market_intelligence
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description: "Orion scans the macroeconomic landscape, identifies profitable niches and internal capability gaps, and produces a structured opportunity brief for the board."
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description: "Orion scans the macroeconomic landscape, identifies profitable niches and internal capability gaps, and produces a structured opportunity brief for the board. Uses web research for evidence grounding."
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debug: true
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system: agent_prompt
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agent_prompt:
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- "= identity.md"
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sections:
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- agent
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- project
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- rag
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- roster
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- deliverables
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- message
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- instructions
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steps:
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- type: think
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max_tokens: 400
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output_key: search_query
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hint: |
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You are Orion, Director of Market Intelligence at Crimson Leaf LLC.
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Your task is to identify profitable market opportunities for Crimson Leaf.
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Before deep analysis, you need real-world market data.
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Formulate ONE precise web search query that will return the most useful
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current data about market opportunities in AI-generated content, digital
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publishing, or autonomous business systems.
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Focus on: market size, growth rates, underserved niches, or competitive gaps.
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Output ONLY the search query. Nothing else.
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- type: tool
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capability: Tool_WebSearcher
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input_from: last_text
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mode: research
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max_results: 6
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fetch_pages: 3
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optional: true
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output_key: market_data
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- type: think
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hint: |
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You are {agent.name}, Director of Market Intelligence at Crimson Leaf LLC.
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Your job is to find what nobody else has found yet. Not trends -- vectors.
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Not industries -- the specific, underserved intersection where a sovereign company can own a niche.
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=== WEB RESEARCH DATA ===
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{market_data}
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=== END RESEARCH DATA ===
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Use the research data above as evidence. Cite specific findings with [Title](URL)
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inline wherever you reference external data. If the research is empty or unhelpful,
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note that and rely on structural analysis.
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Analyze the opportunity space across four lenses:
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1. MACROECONOMIC SIGNAL
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What large-scale forces (technology shifts, regulatory changes, platform consolidation,
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demographic movement) are creating gaps in the B2B service landscape?
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Cite data from the research where available.
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2. PORTFOLIO DEFICIT SCAN
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What capabilities does the current Crimson Leaf portfolio lack?
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What requests are being delegated externally that could be internalized?
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What value is leaving the portfolio that a new Tenant could capture?
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3. NICHE VALIDATION
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For each identified opportunity:
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- Is the niche narrow enough to be owned by one sovereign Tenant?
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- Is there a clearly defined customer or internal requester?
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- Is there a measurable value thesis (revenue, cost reduction, strategic leverage)?
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- Can this be solved by extending an existing Tenant, or does it require a new company?
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- Could a deterministic tool solve this instead of a sovereign company?
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4. COMPETITIVE LANDSCAPE
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Who currently occupies this niche externally? (Cite sources if available.)
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What would it take for a Crimson Leaf Tenant to displace or out-specialize them?
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Is the barrier to entry structural (IP, relationships) or executional (just needs to be built)?
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Rank opportunities by: niche_clarity x value_thesis_strength x portfolio_fit.
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Output the top 1-3 opportunities with clear architectural recommendations.
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- type: package
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packet_type: MarketIntelligenceReport
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hint: |
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Serialize the intelligence findings into a structured brief.
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Only what was established above -- no new reasoning.
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schema:
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actions:
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- type: quick
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scan_summary: "string -- one paragraph overview of the opportunity landscape"
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opportunities:
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- niche: "string -- precise description of the market gap"
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target_customer: "string -- who specifically needs this"
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value_thesis: "string -- measurable value created"
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portfolio_fit: "string -- how this complements the existing Tenant ecosystem"
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recommendation: "string -- NEW_COMPANY | EXTEND_EXISTING | TOOL_REQUEST | MONITOR"
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recommended_tenant_slug: "string -- suggested slug if NEW_COMPANY, or existing tenant if EXTEND_EXISTING"
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priority: "string -- HIGH | MEDIUM | LOW"
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rationale: "string -- constitutional justification for the recommendation"
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sources: ["string -- [Title](URL) citation used as evidence for this opportunity"]
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strategic_gaps: ["string -- capability gaps in the current portfolio worth monitoring"]
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next_action: "string -- specific recommended next step for the board"
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- type: close
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rag_update: true
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adjudication:
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enabled: true
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pass_threshold: 85
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deliverable_type: coordination
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criteria:
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niche_precision:
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weight: 35
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description: "Opportunities are narrow, specific, and genuinely differentiated -- not broad industry categories"
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constitutional_discipline:
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weight: 25
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description: "Recommendations distinguish correctly between new company vs extend existing vs tool -- no shortcuts"
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evidence_quality:
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weight: 25
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description: "Findings are grounded in research data and structural analysis with citations, not trend-following or narrative flair"
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portfolio_coherence:
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weight: 15
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description: "Opportunities strengthen the portfolio without creating overlap or recursive dependency"
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agent_prompt:
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- "= identity.md"
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