| name | supply-chain |
| multi_ticker_semantics | target_with_optional_peers |
| description | Supply chain mapping, supplier dependency analysis, customer concentration, geographic concentration, bottleneck identification, supply chain risk, logistics network, sourcing strategy, inventory management, vertical integration analysis |
| temporal_scope | {"default_quarters":4,"max_quarters":10,"description":"Typical lookback: 4 quarters, max: 10"} |
| allowed_tools | ["search_companies","search_xbrl_facts","search_documents","search_sec_filings","get_company_financials","list_coverage","read_source_outline","read_source_deep_outline","list_xbrl_concepts","read_source_pages","search_keyword_in_source"] |
| retrieval_scope | unstructured_document_search |
| min_tool_diversity | 6 |
supply-chain
Triggers
- Supply chain mapping
- supplier dependency analysis
- customer concentration
- geographic concentration
- bottleneck identification
- supply chain risk
- logistics network
- sourcing strategy
- inventory management
- vertical integration analysis
Defaults
| Parameter | Default Value | Rationale |
|---|
| ticker | (required) | Stock symbol to analyze |
| lookback_quarters | 4 | Standard lookback for this skill type |
Methodology
1. Retrieval Scope
This skill operates with retrieval_scope: unstructured_document_search. It performs unstructured document search at scale via the three-layer retrieval protocol (Layer 1→2→2.5→3), escalating to read_source_deep_outline only when lightweight labels cannot disambiguate pages, plus structured XBRL where needed.
2. Retrieval Strategy
Follows the retrieval strategy decision tree in contracts/retrieval.md. Primary branch: (b)/(c) Unstructured Query via the three-layer protocol. Resolve the canonical ticker first (exact → fuzzy alias → share-class) before any data call.
3. Temporal Scope
Default lookback: 4 fiscal quarter(s); maximum: 10. The default balances recency against the trend window this analysis requires.
4. Tool Allowlist
Per frontmatter allowed_tools:
search_companies — ticker resolution + company context (entity-alias fuzzy match)search_xbrl_facts — primary structured financial facts (is_primary default)search_documents — Layer 1 document discovery (page-level silver records)search_sec_filings — Layer 1 SEC filing metadata indexget_company_financials — consolidated IS/BS/CF highlightslist_coverage — universe-level coverage discoveryread_source_outline — Layer 2 lightweight page map (description + keywords)read_source_deep_outline — Layer 2.5a deep page map (table_titles/drivers/metrics)list_xbrl_concepts — US-GAAP concept discovery for non-standard line itemsread_source_pages — Layer 3 deep read of selected pages with table markerssearch_keyword_in_source — Layer 2.5b keyword page filter for large documents
5. Protocol
- Pre-flight (mandatory):
get_company_fiscal_calendar/{ticker} then get_ticker_coverage/{ticker}; route on coverage.
- Layer 1 — discovery:
search_documents / search_sec_filings to find candidate filings by ticker/form_type/date.
- Layer 2 — page map:
read_source_outline/{ticker}/{citation_id}; skip NULL-description pages; escalate to read_source_deep_outline only when labels can't disambiguate.
- Layer 2.5 (optional):
search_keyword_in_source to narrow documents >50 pages.
- Layer 3 — deep read:
read_source_pages/{ticker}/{citation_id}?row_numbers=page<N>,... for the 3–5 selected pages only.
- Multi-period (if applicable):
search_cross_period after fiscal-calendar resolution.
- Output: write the deliverable per
## Output File, then append to agentii.md.
Output File
Write the final deliverable to _cross/{descriptive-slug}_{YYYY-MM-DD_HHMM}_supply-chain_{affix}.md or _sector/{sector_name}/{YYYY-MM-DD_HHMM}_supply-chain_{affix}.md .
Output Structure
- Executive Summary (≤200 words) — headline conclusions for the analysis.
- Data Sources — filings + structured endpoints used, with
{ticker} {citation_id} page<N> citations.
- Analysis — the core findings, tables, and commentary for this dimension.
- Key Metrics — the quantitative results with QoQ/YoY context where relevant.
- Coverage Gaps & Citations — data not retrievable + citation index.
Citations & memory: follow contracts/citation-and-memory.md — ≥1 citation per 200 words; every material fact, table row, and metric is immediately followed by its inline clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link; a bottom Citations section provides a non-duplicative roll-up index; the closing TUI reply includes a compact Key Citations list (headline 5–10 facts) of clickable /v/ URLs; and append the run to agentii.md per contracts/agentii-md-schema.md.
Preflight
Run the canonical pre-flight sequence — MCP health probe, ticker resolution, workspace style.md override, memory load, and coverage check. See contracts/preflight.md.
Include the X-Agentii-Trace header on every tool call per contracts/x-agentii-trace-header.md.
Memory & Snapshot
- Memory load (pre-flight): load prior workspace context for the ticker before retrieval — see
contracts/memory-load.md.
- Structured output frontmatter: emit the FR-090 block (
key_metrics, conclusions, facts_count, deducted_count, views_count, citation_count) per contracts/output-frontmatter-schema.md.
- Snapshot synthesis: after writing the deliverable, update the two-tier snapshot and classify findings as
[FACT]/[DEDUCTED]/[VIEW] — see contracts/snapshot-synthesis.md.
- Session archival: record the run under
sessions/{YYYY-MM-DD}/ and update sessions/INDEX.md per contracts/session-format.md.
Final Summary (TUI)
End the closing chat reply with a compact Key Citations list (headline 5–10 facts), each a clickable https://agentii.ai/v/{ticker}/{citation_id}/{N} link, so the user can cmd+click straight to the exact SEC page. See contracts/citation-and-memory.md.
Error Handling
| Error | Action |
|---|
| Ticker not found | Suggest checking spelling or trying list_coverage |
| No data available | Flag in Coverage Gaps, proceed with available data |
| API key invalid | Direct user to agentii.ai/api-keys |
| MCP server unreachable | Retry once; if persistent, halt with AGENTII_MCP_UNREACHABLE |
References
