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feat(workspaces): pre-trade skill pipeline + tool-use disposition to persona#246

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luokerenx4 merged 2 commits into
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Jun 1, 2026
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feat(workspaces): pre-trade skill pipeline + tool-use disposition to persona#246
luokerenx4 merged 2 commits into
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Summary

Follow-up to #245, from live testing. Repeating "lean on our tools, not external" inside each skill is redundant, and as skills multiply it bakes an internal/external tool distinction into the agent that shouldn't exist. State it once, neutrally, in the persona instead.

  • default/persona.default.md — one line: the workspace launcher provides a tool surface (market data, analysis, news, macro, trading, …); tools are just tools, no internal/external distinction, reach for whatever fits the job.
  • scan-value-chain skill — drop the ## Data sources section and the "OpenAlice's edge / a per-ticker tool can't do this" editorializing from the procedure + worked example. The analytical method and neutral tool hints stay.

Test plan

  • Creation e2e (chat/auto-quant/finance) still green — the new persona composes byte-exact into CLAUDE.md/AGENTS.md

Boundary touch

None — shipped default content only (persona + one skill). No code, no migrations.

🤖 Generated with Claude Code

Ame and others added 2 commits June 1, 2026 20:01
…external framing

Per live testing: repeating "lean on our tools, not external" in each skill
is redundant, and as skills multiply it bakes an internal/external tool
distinction into the agent that shouldn't exist. State it once, neutrally, in
the persona instead.

- default/persona.default.md: one line — the launcher provides a tool surface;
  tools are just tools, no internal/external distinction, use whatever fits.
- scan-value-chain skill: drop the "Data sources" section and the "OpenAlice's
  edge / a per-ticker tool can't" editorializing from the procedure + worked
  example. The analytical method and neutral tool hints stay.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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@luokerenx4 luokerenx4 merged commit 3eb445a into master Jun 1, 2026
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@luokerenx4 luokerenx4 changed the title refactor(workspaces): tool-use disposition to persona, drop internal/external framing feat(workspaces): pre-trade skill pipeline + tool-use disposition to persona Jun 1, 2026
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