Individual skill
ma-deal-workbench
Navigate the M&A deal workbench REST API and read-only SQL to review deal records, compare draft terms against playbooks and policies, and produce structured JSON outputs for APA/SPA negotiation, committee escalation, transition review, and deviation-matrix tasks. Use when the task involves deal_id-scoped records, playbook rules, policy thresholds, benchmarks, risk estimates, consents, material contracts, regulatory status, cap tables, employees, diligence findings, or negotiation notes accessed through the workbench API.
experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_020/fewshot/codex/fewshot_attempt_01/SKILL.md
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- Last checked
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- Oct 29, 2026
- License
- Apache-2.0
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# M&A Deal Workbench
## Overview
This skill covers the M&A deal workbench — a REST API plus read-only SQL layer that serves deal records, draft terms, playbook rules, policy thresholds, benchmarks, risk estimates, and related diligence data. Every task in this domain follows the same core pattern: gather records for a specific deal, compare positions against playbook/policy rules, flag deviations, and produce a structured JSON answer.
## Connection Model
The workbench runs at a base URL provided in the task prompt via `TASK_ENV_BASE_URL`. Two access channels exist:
**REST API** — `GET` endpoints return JSON arrays or objects scoped to `deal_id` or `playbook_id`/`policy_id`.
[Credential-related source omitted]
