# Customize · subagentfinance

> Build a Claude Code agent definition. Tabs: solo agent, team, enterprise presets, research experiments. Every page ships a recorded replay demo (animated for humans, this markdown for agents).

Canonical URL: https://www.subagentfinance.com/customize
Last verified: 2026-05-19

## What this page does

- Picks tools (`Read`, `Write`, `Edit`, `Bash`, `WebFetch`, etc.) from `lib/agent-config.ts`
- Selects a model (`claude-opus`, `claude-sonnet`, `claude-haiku`)
- Selects a permission mode (default, acceptEdits, bypassPermissions, plan)
- Generates a real `.claude/agents/<name>.md` file with YAML frontmatter

## Replay demos available on this page

### Earnings-reviewer

> _Pre-print brief for an enterprise SaaS Q1_

**Model:** `claude-haiku-4-5`  
**Cassette:** `cassettes/finance/earnings-reviewer.har.json`  
**Replay URL:** [https://www.subagentfinance.com/api/v1/replay/finance/earnings-reviewer](https://www.subagentfinance.com/api/v1/replay/finance/earnings-reviewer)  
**Tokens spent on replay:** 0

**Stream live**

```bash
curl https://www.subagentfinance.com/api/v1/replay/finance/earnings-reviewer
```

**Prompt**

```
Produce a 4-bullet pre-print brief: consensus vs. whisper, net retention, AI monetization, bear thesis.
```

**Response (replayed verbatim from the cassette)**

```
• Consensus vs. whisper — street EPS is $0.42 with buy-side whispers near $0.46, so a print below $0.44 triggers immediate guide-down pricing.
• Net retention — NRR has slipped 110bps over the last two prints; another step-down through 115% invalidates the durable-growth narrative.
• AI monetization — investors want a hard number on AI-attached ACV; commentary without a dollar figure will be read as a soft miss.
• Bear thesis — federal contract concentration plus the looming GSA renewal is the swing factor; unfavorable renewal language could compress NTM revenue ~3%.
```

### KYC-screener

> _Vet a BVI-incorporated B2B prospect with undisclosed UBO_

**Model:** `claude-haiku-4-5`  
**Cassette:** `cassettes/finance/kyc-screener.har.json`  
**Replay URL:** [https://www.subagentfinance.com/api/v1/replay/finance/kyc-screener](https://www.subagentfinance.com/api/v1/replay/finance/kyc-screener)  
**Tokens spent on replay:** 0

**Stream live**

```bash
curl https://www.subagentfinance.com/api/v1/replay/finance/kyc-screener
```

**Prompt**

```
Vet a prospective B2B customer (BVI-incorporated, undisclosed UBO, Cyprus correspondent banking) for sanctions/UBO red flags.
```

**Response (replayed verbatim from the cassette)**

```
Decision: REVIEW (escalate to compliance — do not approve).
Controlling reason: BVI registration + undisclosed UBO + Cyprus correspondent banking is the FATF-flagged combination for shell-company laundering risk.
Required before re-screen: notarized UBO declaration, source-of-funds documentation, and a direct (non-correspondent) settlement route.
Estimated turn-time: 5–7 business days; queue under high-risk-onboarding workflow.
```

## Related markdown surfaces

- [/customize/team.md](/customize/team.md)
- [/customize/enterprise.md](/customize/enterprise.md)
- [/customize/experiments.md](/customize/experiments.md)
- [/llms.txt](/llms.txt)