Individual skill

ma-deal-workbench

Navigate the M&A deal workbench API to review draft agreements, compare terms against playbooks and policies, calculate quantified exposures, and produce structured JSON deliverables for seller-side issue registers, buyer-side closing packages, committee escalation memos, transition reviews, and deviation matrices. Use when Codex must act as deal counsel reviewing an asset purchase, stock purchase, or merger agreement by gathering deal records, terms, playbook rules, risk estimates, employee data, consents, regulatory facts, benchmarks, cap tables, material contracts, and diligence findings from a running workbench and assembling the output into prescribed JSON schemas.

experiments/codex_skill_creator_comparison_deepseek_v4_pro_max/reports/skills/task_group_020/fewshot/codex/fewshot_attempt_02/SKILL.md

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Repository stars (not skill ratings): 121
Repository last updated: Oct 29, 2026
License: Apache-2.0

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references/workbench_api.mddoc · 2,309 bytes

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# M&A Deal Workbench

## Overview

Use the workbench to gather deal data, compare draft terms against playbook or policy thresholds, compute quantified exposures, and produce structured JSON deliverables. All tasks share a common two-phase pattern: gather records from the REST API and SQL endpoint, then assemble outputs by comparing draft values against preferred and fallback positions.

## Two-Phase Workflow

### Phase 1 — Gather

Collect every source record the task prompt identifies. Start with parallel GET calls to the core endpoints then fill gaps.

Core records to gather for any task: