Files
ProspectingAgentLoop/sales-agent/.env.example
Chris Olson c2854ba163 Anthropic OAuth LLM, entitlements (feature 1), renewals, + 7 enhancements
- LLM: Anthropic Sonnet 5 (effort=low) via OAuth Bearer (Claude Code keychain
  token, expiry-aware); NVIDIA/LM Studio endpoints kept commented for switch-back.
- Entitlements: scripts/import_entitlements.py joins ACL export to accounts by
  normalized parent name (324/342 matched; ID column Excel-corrupted), maps
  products->capabilities via data/product_capability_map.json. Raw ACL csv and
  entitlements.json are gitignored (confidential); accounts.json carries derived
  currentProducts + ownedCapabilityIds. Owned capabilities tag briefs EXPANSION.
- Renewals: local renewal-proximity score boost (window 365d, max +0.10) +
  'renewals' report; briefs/digests show RENEWAL WINDOW context.
- Batch runs: loop --limit/--rep with persistent cursor (strategic + stale-first).
- Digests: per-rep HTML export; timestamped digest_<date>_<time>.md kept forever.
- Account narrative memory fed into relevance/synthesis; synthesis maintains it.
- Signal quality gate drops PR fluff pre-LLM; SEC EDGAR filings connector.
- Citation verification: talking points must cite [S#] signals or are dropped.
- Brief filenames use account-name slug; whitespace report + installed-base view.
- USAGE.md: full command/flag/env reference.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-07-11 19:12:36 -04:00

60 lines
2.4 KiB
Plaintext

# Copy to .env and fill in. The loop runs WITHOUT a key using a mock reasoner.
# --- LLM provider ---
# LLM_PROVIDER: anthropic | openai | gemini (auto-detected if blank).
LLM_PROVIDER=anthropic
# Anthropic via OAuth (Claude subscription) — token from ANTHROPIC_OAUTH_TOKEN,
# else the Claude Code credential in the macOS keychain (auto-refreshed by
# Claude Code; run any `claude -p ...` command if it has expired).
LLM_MODEL=claude-sonnet-5
ANTHROPIC_EFFORT=low # low | medium | high | max
ANTHROPIC_USE_KEYCHAIN=1
# ANTHROPIC_OAUTH_TOKEN=
# ANTHROPIC_API_KEY=
# OpenAI-compatible endpoint — works with OpenAI, OpenRouter, Together, Groq,
# vLLM, Ollama, LM Studio, etc. Just point these three at any /chat/completions API:
OPENAI_BASE_URL=https://api.openai.com/v1
OPENAI_API_KEY=
OPENAI_MODEL=gpt-4o-mini
OPENAI_JSON_MODE=1 # set 0 if the endpoint rejects response_format=json_object
# There is NO mock fallback. On HTTP 429 the loop WAITS this long and retries
# (honors Retry-After if present), so it grinds through tight rate limits.
LLM_RATELIMIT_WAIT_SECONDS=900
LLM_RATELIMIT_MAX_RETRIES=24
# Other providers:
GEMINI_API_KEY=
GEMINI_MODEL=gemini-2.5-flash
# --- SEC EDGAR filings harvester (free, no key; public accounts auto-matched) ---
SEC_ENABLED=1
SEC_MAX_FILINGS_PER_ACCOUNT=5
# Scoring thresholds (design Phase 5)
PRIORITY_THRESHOLD=0.72
STANDARD_THRESHOLD=0.45
# --- Exa.ai news/web harvester ---
# Without a key, the news connector falls back to data/fixtures.json.
EXA_API_KEY=
EXA_ENABLED=1
# Hard ceilings to stay inside the free plan (~20,000 req/month). The connector
# refuses to call Exa once either cap is reached. Monthly count persists in
# output/state/exa_usage.json and resets at the start of each calendar month.
EXA_MONTHLY_REQUEST_CAP=1000
EXA_PER_RUN_REQUEST_CAP=25
EXA_RESULTS_PER_QUERY=5
EXA_LOOKBACK_DAYS=45
# Exa content category. "news" keeps out careers/marketing landing pages — the
# biggest signal-quality lever. "" disables category filtering.
EXA_CATEGORY=news
# Scope to the account's own domain (1) or broad-web news about it (0, default).
# With category=news, broad web finds actual coverage; domain scoping finds the
# company's own newsroom. Override per run: loop --no-domain-filter / --domain-filter
EXA_DOMAIN_FILTER=0
# Hosts to always exclude (comma-separated), e.g. talent.example.com,careers.example.com
EXA_EXCLUDE_DOMAINS=