Portfolio Manager’s assistant
Prepare proposal comparisons and review packets from permitted records.
acts as Portfolio Manager
Agent reference
Use Proto to configure portfolio governance from the canonical model.
Teaching Proto
curl -s erp.ai/skill.md
Use Proto through the Download agent action. The command above is machine-readable reference material. Open this system’s canonical app skill from the same registry revision.
# Example work after configuration
$ curl -s erp.ai/skill.md | paste into your agent
› Show submitted funding requests in my portfolio and their remaining budget headroom.
› Prepare a review packet with stale KPI measurements clearly identified.
What an agent typically does
Finance’s assistant
Explain funding headroom using the approved budget and reconciled allocations.
acts as Finance
Initiative Owner’s assistant
Prepare evidence and identify missing KPI measurements.
acts as Initiative Owner
What it cannot do alone
Proto cannot supply independent approval, invent a measurement, overwrite a closed gate or infer external accounting success. Authorized people remain responsible for decisions and source policy.
Metering
AI model usage and workflow execution follow the published ERP.AI usage rates. Review the proposed changes and permissions before applying them.