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Update to Clarifo

Snapshot Nov 3, 2026 · 00:12 UTC · version 1.2.1

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WHAT CHANGED

Instructions updated for clarifo-company-brief

Skill instructions — Now says: When the conversation is about this one company, you may end with one short offer to show it in the Clarifo panel (share price chart, key figures,...

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Skill instructions

Before

Oct 28, 2026 · 12:36 UTC

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After

Nov 3, 2026 · 00:12 UTC

When the conversation is about this one company, you may end with one short offer to show it in the Clarifo panel (share price chart, key figures, profile): call `open_in_clarifo(company=...)` only after the user says yes, and do not off...

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SKILL.md text changes

− removed · + added

--- before
+++ after
@@ -40,6 +40,11 @@
 Lead with the answer in two or three sentences, then the supporting figures
 with their period and citation, then events. Keep a quick read short.
 
+When the conversation is about this one company, you may end with one short
+offer to show it in the Clarifo panel (share price chart, key figures, profile):
+call `open_in_clarifo(company=...)` only after the user says yes, and do not
+offer again in the same conversation.
+
 ## Rules
 
 - Lead with `latest_period` when the user names no period, and give each
Full technical diff · 1 changed fields

changed /skill_md_contents

BEFORE
"---\nname: clarifo-company-brief\ndescription: Brief the user on one listed company with Clarifo - latest figures, recent filings and events, what changed, share price moves and valuation. Use when the user asks how a company is doing, for an overview, what happened to its share price, or what it is worth.\n---\n\nExplicit instructions from the user take priority over this skill.\n\n## Input\n\nOne company name or ticker. If it resolves to more than one company, ask\nwhich one is meant.\n\n## Pick the entry point\n\n| The user wants | Call |\n|---|---|\n| A quick read: key figures, profile, latest filings | `get_company_snapshot(company=...)` |\n| A broad, open-ended look at the company | `research_company(company=...)` |\n| What is off or surprising in the latest numbers | `intelligence(op=\"brief\", company=...)` |\n| The share price now | `get_stock_price(company_name=...)` |\n| The share price over a window | `get_stock_price(company_name=..., days=N)` or `start_date` / `end_date` |\n| Valuation | `value_company(company=..., mode=\"multiples\")`, or a DCF mode on request |\n\n`get_company_snapshot` (what is) and `intelligence(op=\"brief\")` (what is off)\nwork well together for \"how is X doing?\".\n\n## \"What happened to the share price?\"\n\n1. `get_stock_price(company_name=..., start_date=..., end_date=...)`: the\n   response lists `significant_moves`.\n2. `company_events(company=..., since_date=..., until_date=...)` for releases\n   and 8-K events in that window.\n3. `search_filings` for reports published then, and `search_filing_content`\n   for what they said.\n4. Link a move to an event only when the dates match; otherwise say no event\n   in Clarifo explains it.\n\n## Output\n\nLead with the answer in two or three sentences, then the supporting figures\nwith their period and citation, then events. Keep a quick read short.\n\n## Rules\n\n- Lead with `latest_period` when the user names no period, and give each\n  figure its period and currency.\n- Stored prices are the T-1 close: say so, and mention a stale\n  `freshness_status`.\n- Valuations, forecasts and multiples are a Clarifo calculation and a model\n  estimate, not investment advice. Relay the result's `disclaimer`, and when\n  `sector_fit_note` is present present the result as illustrative only.\n- Never recommend buying or selling a security.\n- Cite filing-backed statements with the `citation_markdown` the response\n  carries (see the clarifo-filing-citations skill).\n"
AFTER
"---\nname: clarifo-company-brief\ndescription: Brief the user on one listed company with Clarifo - latest figures, recent filings and events, what changed, share price moves and valuation. Use when the user asks how a company is doing, for an overview, what happened to its share price, or what it is worth.\n---\n\nExplicit instructions from the user take priority over this skill.\n\n## Input\n\nOne company name or ticker. If it resolves to more than one company, ask\nwhich one is meant.\n\n## Pick the entry point\n\n| The user wants | Call |\n|---|---|\n| A quick read: key figures, profile, latest filings | `get_company_snapshot(company=...)` |\n| A broad, open-ended look at the company | `research_company(company=...)` |\n| What is off or surprising in the latest numbers | `intelligence(op=\"brief\", company=...)` |\n| The share price now | `get_stock_price(company_name=...)` |\n| The share price over a window | `get_stock_price(company_name=..., days=N)` or `start_date` / `end_date` |\n| Valuation | `value_company(company=..., mode=\"multiples\")`, or a DCF mode on request |\n\n`get_company_snapshot` (what is) and `intelligence(op=\"brief\")` (what is off)\nwork well together for \"how is X doing?\".\n\n## \"What happened to the share price?\"\n\n1. `get_stock_price(company_name=..., start_date=..., end_date=...)`: the\n   response lists `significant_moves`.\n2. `company_events(company=..., since_date=..., until_date=...)` for releases\n   and 8-K events in that window.\n3. `search_filings` for reports published then, and `search_filing_content`\n   for what they said.\n4. Link a move to an event only when the dates match; otherwise say no event\n   in Clarifo explains it.\n\n## Output\n\nLead with the answer in two or three sentences, then the supporting figures\nwith their period and citation, then events. Keep a quick read short.\n\nWhen the conversation is about this one company, you may end with one short\noffer to show it in the Clarifo panel (share price chart, key figures, profile):\ncall `open_in_clarifo(company=...)` only after the user says yes, and do not\noffer again in the same conversation.\n\n## Rules\n\n- Lead with `latest_period` when the user names no period, and give each\n  figure its period and currency.\n- Stored prices are the T-1 close: say so, and mention a stale\n  `freshness_status`.\n- Valuations, forecasts and multiples are a Clarifo calculation and a model\n  estimate, not investment advice. Relay the result's `disclaimer`, and when\n  `sector_fit_note` is present present the result as illustrative only.\n- Never recommend buying or selling a security.\n- Cite filing-backed statements with the `citation_markdown` the response\n  carries (see the clarifo-filing-citations skill).\n"
Full snapshot data
{
  "description": "Brief the user on one listed company with Clarifo - latest figures, recent filings and events, what changed, share price moves and valuation. Use when the user asks how a company is doing, for an overview, what happened to its share price, or what it is worth.",
  "included_files": [
    {
      "relative_path": "agents/openai.yaml",
      "size_in_bytes": 238
    }
  ],
  "name": "clarifo-company-brief",
  "skill_md_contents": "---\nname: clarifo-company-brief\ndescription: Brief the user on one listed company with Clarifo - latest figures, recent filings and events, what changed, share price moves and valuation. Use when the user asks how a company is doing, for an overview, what happened to its share price, or what it is worth.\n---\n\nExplicit instructions from the user take priority over this skill.\n\n## Input\n\nOne company name or ticker. If it resolves to more than one company, ask\nwhich one is meant.\n\n## Pick the entry point\n\n| The user wants | Call |\n|---|---|\n| A quick read: key figures, profile, latest filings | `get_company_snapshot(company=...)` |\n| A broad, open-ended look at the company | `research_company(company=...)` |\n| What is off or surprising in the latest numbers | `intelligence(op=\"brief\", company=...)` |\n| The share price now | `get_stock_price(company_name=...)` |\n| The share price over a window | `get_stock_price(company_name=..., days=N)` or `start_date` / `end_date` |\n| Valuation | `value_company(company=..., mode=\"multiples\")`, or a DCF mode on request |\n\n`get_company_snapshot` (what is) and `intelligence(op=\"brief\")` (what is off)\nwork well together for \"how is X doing?\".\n\n## \"What happened to the share price?\"\n\n1. `get_stock_price(company_name=..., start_date=..., end_date=...)`: the\n   response lists `significant_moves`.\n2. `company_events(company=..., since_date=..., until_date=...)` for releases\n   and 8-K events in that window.\n3. `search_filings` for reports published then, and `search_filing_content`\n   for what they said.\n4. Link a move to an event only when the dates match; otherwise say no event\n   in Clarifo explains it.\n\n## Output\n\nLead with the answer in two or three sentences, then the supporting figures\nwith their period and citation, then events. Keep a quick read short.\n\nWhen the conversation is about this one company, you may end with one short\noffer to show it in the Clarifo panel (share price chart, key figures, profile):\ncall `open_in_clarifo(company=...)` only after the user says yes, and do not\noffer again in the same conversation.\n\n## Rules\n\n- Lead with `latest_period` when the user names no period, and give each\n  figure its period and currency.\n- Stored prices are the T-1 close: say so, and mention a stale\n  `freshness_status`.\n- Valuations, forecasts and multiples are a Clarifo calculation and a model\n  estimate, not investment advice. Relay the result's `disclaimer`, and when\n  `sector_fit_note` is present present the result as illustrative only.\n- Never recommend buying or selling a security.\n- Cite filing-backed statements with the `citation_markdown` the response\n  carries (see the clarifo-filing-citations skill).\n"
}

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