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Finance and data

The Agent Tripwire Pack

For anyone who signs off on a pack that goes to a buyer, an IC, or a board: six agent desks that run the sell side pack end to end, plus the four stop conditions that halt a run before it ships, prose versus schedule, cross page totals, stale source, and unsourced claim.

Free — runs in your own ClaudeMedium setup · 4 steps
Set it up free — takes 3 minutes ↓Or have us wire it in →
Step 1 · setup
Three minutes, three steps, nothing to install by hand

Claude sets it up for you. You just paste.

Never used Claude? It is free and takes 30 seconds to open. Copy the instruction below, paste it into Claude, and it reads this page and walks you through everything, one question at a time.

  1. 1

    Copy your setup instruction

    A short instruction plus a link to this page lands on your clipboard. First copy asks for your email once. That unlocks every button across the whole library.

  2. 2

    Open Claude in a new tab

    Free account, no card, 30 seconds. This tab stays open so you can come back.

    Open claude.ai ↗
  3. 3

    Paste, send, and answer one question

    Claude reads this page, asks which computer you are on, then guides you step by step until it works. If anything errors, tell Claude what you see, and it fixes it with you.

▸How should Claude talk to you? (optional)
▸Prefer the full prompt instead of the link? (optional)
Install The Agent Tripwire Pack on my computer. Walk me through it.

Repo: https://consultance.ai/library/agent-tripwire-pack
What it does: For anyone who signs off on a pack that goes to a buyer, an IC, or a board: six agent desks that run the sell side pack end to end, plus the four stop conditions that halt a run before it ships, prose versus schedule, cross page totals, stale source, and unsourced claim.

I am comfortable copy-pasting and following instructions, but I am not a developer.

Rules:
- Plain English. Define jargon the first time it appears (repo, env var, port, dependency).
- One step at a time. Exact command in a code block. Tell me which app to paste it into (Terminal on Mac, PowerShell on Windows).
- One sentence per command explaining what it does and what success looks like.
- After each command, wait. I will tell you the output before you move on.
- If a tool is missing (git, node, docker, python), give me the one-line install for my OS first.
- If something errors, diagnose before the next step. Do not skip.

First message: ask only "What is your operating system, macOS, Windows, or Linux?" Then start step 1.

Reference steps from the public guide (adapt to my OS, do not just paste them at me):
1. Write the four tripwires once, in plain English, before you run anything. They apply to every desk and no consultant sets them for you.
2. Run the Model Desk first. Everything downstream reads off it, so a break here contaminates the whole pack.
3. Run the Comps and Sector Desks next, both on public data, then the Teaser Desk once the model ties out. Its anonymization gate is separate and must also pass.
4. Pin Claude Fable 5 for the model, teaser, and reconciliation runs. The Reconciliation Desk goes last and always, it is what enforces the tripwires across everything else.

Stop when the app opens and I confirm it works.

Rent it forever, or own it once.

For anyone who signs off on a pack that goes to a buyer, an IC, or a board: six agent desks that run the sell side pack end to end, plus the four stop conditions that halt a run before it ships, prose versus schedule, cross page totals, stale source, and unsourced claim.

Path A · free

You just did it

The setup rail and every prompt above are free and stay free. The cost is your time, and the risk of wiring it wrong on live data.

Back to the prompts ↑
Path B · done with you

We wire it into your business

The desks are six separate guides and the tripwires are yours to maintain. Consultance stands the assurance layer up in your own environment: the stop conditions wired to your house standard, your VDR and model library connected under governed access, and a release gate your reviewers actually sign. Reply "wire it" for a 30-minute slot.

Book a build call →
data safety

Before you use live numbers

  • • Run last quarter's numbers first. Live data is not a test bed.
  • • Nothing here uploads to us. It runs in your own Claude account, on your own machine.
  • • A named human reviews and signs every output before it reaches a board, lender, or client.
  • • Mask account numbers and names to the minimum the task needs.
the fine print

Straight answers on ownership

Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. Tripwires catch arithmetic and provenance failures, they do not catch a wrong judgement that is internally consistent. This is decision support, not investment, legal, or accounting advice. A named MD, partner, or controller signs the pack before it reaches a buyer, an IC, or a board. Your data stays in your own Claude tenant, we never see it.

Want this running in your business, not just your laptop? We build it and hand you the keys.

Book a build callBack to the library

Want this wired into your stack instead of running it yourself? That is our AI deal desk and finance automation service.

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Other builds worth a weekend

All repos →
Finance and data

Cap Table Desk

For founders, CFOs, and deal teams: 9 Claude prompts that rebuild the cap table from the signed documents instead of the spreadsheet, run the waterfall clause by clause against the actual LPA or charter, and recompute fee and carry independently, so a stale sheet gets caught before a round closes on it.

Setup guide →
Finance and data

The CFO Claude Stack

For CFOs and finance leaders: the map of seven finance desks, deal, diligence, close, tax, underwriting, family office, and market, each one a free prompt vault that runs inside your own Claude, plus the order to install them in so a team actually adopts them.

Setup guide →
Finance and data

Month End Close Reconciliation Engine

For CFOs and controllers, including sponsor backed portfolio finance teams: 14 Claude prompts that run the month end close reconciliation itself, match bank and subledgers both directions, refuse to report a tie six ways before it reaches you, and draft the break memo and flux memo, so a 6 day close lands in 2.

Setup guide →
Get the free kitBook a call

Forward this to whoever owns the workflow.

The person drowning in this every week is the one who'll actually want it.

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in one line

What is The Agent Tripwire Pack?

The Agent Tripwire Pack is a finance and data build in the consultance.ai AI Build Library. For anyone who signs off on a pack that goes to a buyer, an IC, or a board: six agent desks that run the sell side pack end to end, plus the four stop conditions that halt a run before it ships, prose versus schedule, cross page totals, stale source, and unsourced claim. It fits PE deal teams and principals, fund controllers, CFOs, and family office principals who have watched a figure in the write up disagree with the schedule, survive two rounds of human review, and get caught by the buyer on the call. Setup difficulty is Medium, with 4 plain-English steps.

What does The Agent Tripwire Pack do?

For anyone who signs off on a pack that goes to a buyer, an IC, or a board: six agent desks that run the sell side pack end to end, plus the four stop conditions that halt a run before it ships, prose versus schedule, cross page totals, stale source, and unsourced claim.

Who is The Agent Tripwire Pack for?

It fits PE deal teams and principals, fund controllers, CFOs, and family office principals who have watched a figure in the write up disagree with the schedule, survive two rounds of human review, and get caught by the buyer on the call.

How hard is The Agent Tripwire Pack to set up?

Medium to set up — one guided setup instruction covering 4 plain-English steps on the resource page.

How would consultance.ai build this out?

The desks are six separate guides and the tripwires are yours to maintain. Consultance stands the assurance layer up in your own environment: the stop conditions wired to your house standard, your VDR and model library connected under governed access, and a release gate your reviewers actually sign. Reply "wire it" for a 30-minute slot.

What are the licensing terms?

Prompt sets authored by consultance.ai. Each desk carries its own honest ceiling, stated on its own page. Tripwires catch arithmetic and provenance failures, they do not catch a wrong judgement that is internally consistent. This is decision support, not investment, legal, or accounting advice. A named MD, partner, or controller signs the pack before it reaches a buyer, an IC, or a board. Your data stays in your own Claude tenant, we never see it.

Want this built into your workflow?

The Agent Tripwire Pack is the starting point. On a free AI audit we map where it fits your stack and what consultance.ai would build around it.

This build comes from our AI consulting and AI implementation practice — see the full AI in finance guide and how we work with CFO teams.

Book your free AI audit