Scope
PM / Head of AI
Matt D. on Feb 6
Build
Engineering
Daniel P. on Feb 19
GRC
Compliance/Legal
Jamie L. on Mar 4
Production
DevOps
Nora P. on Mar 12
Monitoring
Operations
Current owner: Operations
Agent Schema
The contract definition this agent was registered against. The schema defines the expected inputs, outputs, and capabilities.
Schema ID
finance-automation-v1
Version
1.1.0
Last Updated
Mar 10, 2026 by Matt D.
Non-compliant
Non-compliance details
- • Missing required 'accounts' field in 12% of requests
- • Output 'status' returning undeclared value 'timeout'
Input Schema
{
"task_type":"enum: reconciliation | report | analysis (required)"
"date_range":"object { from: date, to: date } (required)"
"accounts":"array<string> (required)"
}
Output Schema
{
"result":"object"
"status":"enum: complete | partial | failed"
"discrepancies":"array<object>"
"report_url":"string (nullable)"
}
Capabilities
- Reconciliation engine
- Report generation
- Notion export
Schema History
v1.1.0Mar 10Added analysis task type
v1.0.0Feb 20Initial schema
Version & Instance
Where this agent sits in the version tree and its relationship to other instances.
Type
Standalone Agent (no parent)
Version
v1.1.0
Registered
Feb 6, 2026
Runtime
Python 3.11 / ECS
Repository
acme/finance-bot (main branch)
Version History
v1.1.0Mar 10Added analysis task type
v1.0.0Feb 6Agent registered
Service Access
Which services and MCP connections this agent is authorised to use.
| Service | Auth | Data Scope | Last Access | |
|---|---|---|---|---|
ApprovedFinance-MCP | API Key (⚠ upgrade recommended) | Reconciliation DB (read), Reports DB (read/write) | Mar 28 14:20 | |
ApprovedNotion-MCP | OAuth token | Finance workspace | Mar 28 15:10 |
Data Access Policies
What data this agent can read, write, and process. Violations are logged to the audit trail.
Read/WriteReconciliation Data
Monthly reconciliation tables
Write OnlyFinancial Reports
Generated reports to Notion
Read OnlyTransaction Ledger Flagged
View only, no modifications
Last access flagged: 3 failed auth attempts
BlockedCustomer PII
No access
Model Access
Which AI models this agent is authorised to use.
GPT-4oPrimary
70%
GPT-4o miniSecondary
30%
Claude SonnetNot authorised
Gemini ProNot authorised
Credentials
API keys and auth tokens used by this agent. Managed by Engineering.
| Credential | Type | Created | Expires | Status | |
|---|---|---|---|---|---|
| OpenAI API Key | API Key | Feb 1 | None | Active | |
| Finance-MCP Key | API Key | Feb 1 | None | Expiring | |
| Notion OAuth | OAuth 2.0 | Feb 5 | Aug 5 | Active |