Passport JSON
Paste into PUT /v1/agents/:id/passport.
[
{
"scope": "finances",
"level": "observe",
"resource_type": "business",
"resource_id": "{{business:tharan}}"
},
{
"scope": "forecast",
"level": "observe",
"resource_type": "business",
"resource_id": "{{business:tharan}}"
},
{
"scope": "ads",
"level": "execute",
"resource_type": "business",
"resource_id": "{{business:tharan}}",
"limits": {
"max_amount_minor_per_action": 50000,
"max_amount_minor_per_day": 200000,
"max_amount_minor_per_month": 1000000,
"max_change_pct_per_day": 10,
"currency": "PLN"
}
},
{
"scope": "subscriptions",
"level": "observe",
"resource_type": "all"
},
{
"scope": "decisions",
"level": "execute",
"resource_type": "business",
"resource_id": "{{business:tharan}}"
},
{
"scope": "goals",
"level": "observe",
"resource_type": "business",
"resource_id": "{{business:tharan}}"
}
]#Pakiet startowy: SaaS z reklamami (marketing + finance)
Dla kogo: SaaS z płatnościami Stripe i kampaniami Google/Meta; agent pilnuje pacingu, CAC i budżetów dziennych w granicach ±10 %, resztę proponuje.
Passport: szablon marketing (ads:execute z limitami 500/2 000/10 000 PLN i ±10 %/dzień) + finance (observe) dla jednego biznesu:
[
{ "template_id": "marketing", "business_id": "{{business:tharan}}", "limits_currency": "PLN" },
{ "template_id": "finance", "business_id": "{{business:tharan}}" }
](dwa wywołania POST /v1/agents/:id/passport/from-template, drugi zastępuje granty, więc w praktyce: finance dla agenta obserwującego, marketing dla agenta reklamowego; ten pakiet zakłada jednego agenta z grantami jak w nagłówku.)
#System prompt (skopiuj)
You are the marketing and finance agent of a SaaS in Operlance. Every morning: get_daily_brief(business_id), get_business_context(business_id), get_ad_performance(business_id). Compare planned, reserved and actual ad spend (three separate numbers) and pacing against the month. Before changing any daily budget: create_decision with expected revenue and a 7-day horizon, simulate_scenario with DAILY budgets, then propose_ad_budget_change. Within 10 % per day your change is executed as a plan (201) and still logged as an approval; above that it waits for the owner (202). Never split a change into smaller ones to stay under a limit; never touch other businesses or personal. When CAC or attributed revenue is unavailable, say so and ask for the integration with request_data instead of guessing. Report numbers with currency, coverage and data_class.
#Pierwszy dzień: kolejność tools
- Onboarding.
{
"data": {
"about": "Operlance is the shared financial source of truth for the owner's businesses, built for AI agents as first-class users. Every amount is {amount_minor, currency} with provenance and data coverage. The human owner stays the final authority: you act only through explicit, revocable grants, and anything outside them ends as an approval request.",
"my_passport": {
"agent": {
"id": "<id-19>",
"name": "starter/saas-ads agent",
"kind": "custom"
},
"grants": [
"ads:execute@business:<business:tharan> ≤ ±%/day=10,day=200000,month=1000000,action=50000 PLN",
"decisions:execute@business:<business:tharan>",
"finances:observe@business:<business:tharan>",
"forecast:observe@business:<business:tharan>",
"goals:observe@business:<business:tharan>",
"subscriptions:observe@all"
],
"expires_at": null,
"token_expires_at": "2026-12-17T…Z"
},
"businesses_accessible": [
{
"id": "<business:clothing>",
"name": "Clothing",
"currency": "EUR",
"projects": [
{
"id": "<project:Drop 01>",
"name": "Drop 01"
},
{
"id": "<project:Drop 02>",
"name": "Drop 02"
}
]
},
{
"id": "<business:klima>",
"name": "Klima",
"currency": "PLN",
…- Kontekst i Ads.
{
"data": {
"business": {
"id": "<business:tharan>",
"name": "THARAN",
"currency": "USD"
},
"projects": [
{
"id": "<project:iOS>",
"name": "iOS"
},
{
"id": "<project:US Ads>",
"name": "US Ads"
},
{
"id": "<project:Web App>",
"name": "Web App"
}
],
"summary_30d": {
"from": "2026-08-20",
"to": "2026-09-18",
"revenue_minor": 2228800,
"costs": {
"planned_minor": 636253,
"reserved_minor": 500000,
"actual_minor": 997430,
"variance_minor": 361177
},
"result_minor": 1231370,
"recurring_burn_minor": 997430,
"runway_days": 114,
"revenue_delta_minor": 0,
"top_cost_changes": [
{
"category": "ads",
"actual_minor": 658767,
"delta_minor": 29004
…{
"data": {
"period": {
"from": "2026-09-01",
"to": "2026-09-18"
},
"currency": "USD",
"totals": {
"spend": {
"planned_minor": 600000,
"reserved_minor": 277280,
"actual_minor": 626000,
"variance_minor": 26000
},
"metrics": {
"impressions": 506000,
"clicks": 10100,
"conversions": 199,
"conversion_value_minor": 1355000,
"cpa_minor": 3146,
"cpc_minor": 62,
"ctr": 0.02,
"roas": 2.16
},
"pacing": {
"period_elapsed_pct": 94.4,
"budget_used_pct": 104.3,
"status": "on_track",
"projected_exhaustion_on": "2026-09-17",
"reasons": [
{
"code": "budget_exhausted",
"message": "Budżet wykorzystany w 104.3%."
}
]
},
"unallocated_reserved_minor": 0
},
"platforms": [
{
…- Symulacja przesunięcia 300 zł/dzień (bez zapisu).
{
"data": {
"scope": {
"kind": "business",
"business_id": "<business:tharan>"
},
"currency": "USD",
"horizon_days": 30,
"from": "2026-09-18",
"to": "2026-10-18",
"changes": [
{
"kind": "change_ad_budget",
"platform": "google_ads",
"current": {
"amount_minor": 90000,
"currency": "PLN"
},
"proposed": {
"amount_minor": 120000,
"currency": "PLN"
}
},
{
"kind": "change_ad_budget",
"platform": "meta_ads",
"current": {
"amount_minor": 80000,
"currency": "PLN"
},
"proposed": {
"amount_minor": 50000,
"currency": "PLN"
}
}
],
"baseline": {
"closing_cash_minor": 5462773,
"min_cash_minor": 3778671,
"net_minor": 1662773,
…- Decyzja i propozycja (+33 % → 202).
{
"status": "executed",
"data": {
"id": "<id-43>",
"owner_id": "<id-44>",
"type": "agent_action",
"state": "actual",
"status": "confirmed",
"amount_minor": 0,
"currency": "USD",
"direction": null,
"business_id": "<business:tharan>",
"personal": false,
"project_id": null,
"occurred_on": "2026-09-18",
"category": null,
"description": "Move 300 PLN/day from Meta to Google",
"subscription_id": null,
"reservation_id": null,
"integration_id": null,
"external_id": null,
"supersedes_event_id": null,
"provenance": {
"reason": "journal",
"source": {
"type": "AI_AGENT",
"agent_id": "<id-19>",
"approval_id": null,
"external_id": null,
"integration_id": null
},
"confidence": 0.9,
"data_class": "agent_reported",
"recorded_at": "2026-09-18T…Z"
},
"payload": {
"action": "create_decision",
"params": {
"refs": [],
"title": "Move 300 PLN/day from Meta to Google",
…{
"status": "pending_approval",
"approval_id": "<id-46>",
"coverage": {
"coverage_pct": 0.74,
"domains": {
"revenue": {
"status": "accurate",
"sources": [
"STRIPE_API"
],
"last_sync_at": "2026-09-18T…Z"
},
"ad_spend": {
"status": "accurate",
"sources": [
"GOOGLE_ADS_API",
"META_API"
],
"last_sync_at": "2026-09-18T…Z"
},
"subscriptions": {
"status": "incomplete",
"sources": [
"HUMAN",
"SYSTEM"
],
"last_sync_at": null
},
"operating_costs": {
"status": "mostly_covered",
"sources": [
"AI_AGENT",
"ANTHROPIC_API",
"HUMAN",
"OPENAI_API",
"STRIPE_API"
],
"last_sync_at": "2026-09-18T…Z"
},
…- Owner odrzuca w tym pakiecie (żeby seed został czysty).
{
"status": 200,
"data": {
"id": "<id-46>",
"owner_id": "<id-44>",
"agent_id": "<id-19>",
"action": "propose_ad_budget_change",
"params": {
"reason": "Google CAC lower than Meta: move 300 PLN/day",
"current": {
"currency": "PLN",
"amount_minor": 90000
},
"platform": "google_ads",
"proposed": {
"currency": "PLN",
"amount_minor": 120000
},
"business_id": "<business:tharan>"
},
"reason": "Google CAC lower than Meta: move 300 PLN/day",
"amount_minor": 30000,
"currency": "PLN",
"business_id": "<business:tharan>",
"personal": false,
"status": "rejected",
"decided_by": "<id-44>",
"decided_at": "2026-09-18T…Z",
"decision_note": "starter pack",
"expires_at": "2026-09-25T…Z",
"result_ref": null,
"idempotency_key": "starter-saas-p1",
"created_at": "2026-09-18T…Z",
"kind": "write"
},
"request_id": "req_<id-48>"
}#Oczekiwane approvals
Zmiany budżetu powyżej 10 %/dzień i powyżej 500 PLN na akcję; każda prośba o dane lub dostęp. Zmiany w limitach są wykonywane od razu i widoczne w audycie jako auto-approved.
#Czego agent nie zrobi
Nie zapisze kosztów ani rezerwacji, nie wyda więcej niż 2 000 PLN dziennie i 10 000 PLN miesięcznie (403 limit_exceeded), nie dotknie realnych kont reklamowych w MVP (zapis planu), nie zobaczy Clothing/Klima ani personal.