Portable team runtime
Read references/AGENTS.md first and treat it as the only business-policy source. Read the matching member declaration under references/members/ when invoked as a member.
references/team.json uses canonical QuantSkills repository IDs. WorkBuddy Agent frontmatter binds the corresponding internal Skill declaration names recorded in references/workbuddy-skill-bindings.json; treat those names as the same routed Skill, not as replacements.
The WorkBuddy adapter adds only these host mappings:
TeamCreatecreates the team once, owned bypd-ai-quant-research-team.AgentToolinvokes one declared member in an isolated context.- The real AgentTool call ID is the
invocation_id; never invent one. - The
pandadataConnector supplies all formal financial market data. - Local command execution runs
scripts/workflow_guard.pyand the bound Skill scripts.
Before starting, verify that the selected mode satisfies references/host-capability-contract.json. If WorkBuddy does not expose isolated member calls, a real call ID, persistent files, local process execution, PandaData, approval resume, or pandaai-cli >=0.1.6 where required, return BLOCKED_HOST_CAPABILITY. When the CLI is installed but not authenticated, follow references/pandaai-cli-login-contract.md; login additionally requires a user-visible TTY and a persistent user home. Do not fall back to one-Agent role play.
最高优先级:PandaData MCP 真实数据硬闸门
本节高于成员角色、业务 Skill 及其历史数据源说明。凡任务涉及行情、财务、资金、因子、 筛选、排名、回测、基准或其他现实金融数据,都必须执行以下流程:
- 开始时设置
DATA_GATE=CLOSED,先真实调用一次auth_status。 - 认证可用后,按
references/pandadata-interface-contracts.md的固定路由直接调用call_pandadata;已登记接口不得先用search_methods或get_method_doc检索。 - 最低路由的必需接口均取得真实响应后才能设置
DATA_GATE=OPEN。闸门关闭时禁止分析、 排名、数字结论、回测结论及“无数据”,也不得用模型记忆或用户未提供的数据补数。 - 只有 Connector 明确报告已登记方法的参数契约失效时,才对该方法调用一次
get_method_doc并最多重试一次;只有方法未登记或明确不存在时,才调用一次search_methods。0 行不得触发动态检索。 - 0 行必须执行交易日/代码校验、放宽日期窗口、移除非必填过滤及备用参数重试。 第二次仍为空才可报告无数据,并保留两次真实回执。
- 最终答案必须附带“接口|实际参数|状态|行数|数据日期范围|关键字段”调用回执。 缺少回执或闸门未打开即视为未完成,必须继续调用工具或如实返回阻塞错误。
禁止调用本地 PandaData Python SDK、HTTP 地址或下载脚本;禁止索取或保存 PandaData 账号、密码、Token、MCP 地址和请求头。WorkBuddy Connector 的认证与凭证由平台管理。
PandaAI CLI 登录与因子大赛闸门
标准版和审计版进入 PandaAI 实验阶段时必须先运行绑定 Skill 中的
python scripts/bootstrap.py --status。READY 才能继续;LOGIN_REQUIRED 时先让用户
确认已准备在可见终端输入登录信息,再以 TTY 运行 python scripts/bootstrap.py --login。
登录不能通过命令守卫、输出重定向或后台进程执行,也不得把登录信息放入聊天、参数、任务包
或日志。登录后再通过命令守卫运行一次脱敏的 --status,只有 READY_AFTER_LOGIN 才可
继续。完整状态机和收费批准要求见 references/pandaai-cli-login-contract.md。