Moncho Analyst Workbench

Welcome to the Moncho Analyst Workbench. This repository contains the tools and instructions required for discovering and submitting market intelligence data to Moncho.ai.

Repository Contents

• HANDBOOK.md: Onboarding guide and operating manual.
• DASHBOARD_WALKTHROUGH.md: Comprehensive walkthrough of the Analyst Dashboard.
• instructions.md: Core system prompt and guidelines for your AI agent.
• skills/: Analyst skill pack:
  • research_strategy.md – how to plan discovery and search.
  • extraction_logic.md – how to extract and format JSON.
  • taxonomy_mapping.md – how to map sectors/segments using reference taxonomy.
  • pdf_parsing.md – how PDF → tables integration works and when to request it.
  • extraction_toolkit.md – which extraction script to use (PDF, directory, CSV, discovery, enrichment).
  • validation_submission.md – how to validate data and submit change requests safely.
• scripts/submit_data.ts: Utility to submit your JSON output to the Moncho API.
• samples/: Standardized JSON formats for Organizations, Landscapes, and Experts.
• .cursorrules / .antigravityrules: Pre-configured rules for your IDE to follow.

Setup

1. Clone this repository (or download the zip).

2. Install dependencies:

   npm install ts-node typescript

3. Configure Environment
   Create a .env file in the repo root (do not commit it). Add the following variables for APIs used by the discovery workflow:

   Moncho API (required for submission):

   MONCHO_API_URL="https://app.moncho.ai"
   MONCHO_AUTH_TOKEN="your_copied_api_key_here" # copy from Analyst Dashboard → Workbench Access (see Walkthrough: DASHBOARD_WALKTHROUGH.md#3-managing-workbench-access-api-keys)

   Discovery & enrichment APIs (required for the IDE agent’s discovery workflow):

   # Tavily – web search for discovering organizations and content
   TAVILY_API_KEY="your_tavily_api_key"
   
   # Exa – semantic search for companies, reports, and products
   EXA_API_KEY="your_exa_api_key"
   
   # Logo.dev – fetch organization/product logo URLs by domain
   LOGO_DEV_API_KEY="your_logo_dev_api_key"

   Get API keys from: Tavily, Exa, Logo.dev. Keep .env in .gitignore.

Workflow

1. Agent context: Have your IDE agent read README.md, analyst_instructions.md, and the skills/ and samples/ files so it understands context, intent, and schemas.

2. Discovery (see analyst_instructions.md): Discover orgs → select top by scoring rubrics → fetch logos (Logo.dev) → discover products → select top products → fetch product URLs.

3. Generate: Ask the agent to generate a JSON file matching the format in samples/.

4. Validate: Ensure the JSON is valid and accurate.

5. Submit:

   npx ts-node scripts/submit_data.ts --file your_output.json --type organization

   Submission format rules:

   • You may send one organization object or an array of organization objects; the script will submit each object as a separate change request.
   • For new organizations, omit the id field (the system will generate one). For updates, include the existing organization id from the database.
   • Keep field names exactly as in samples/organization_sample.json; optional fields can be omitted.

Task Types

1. Data Review: Log in to the Analyst Dashboard to review, curate, and edit existing data (see the Dashboard Walkthrough for details).
2. Data Input: Use this workbench to research and input new data via the API.