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Create Project monitor

create_project_monitor

Preview and create one scoped Project monitor with a concrete definition and cadence.

When to use it

You need saved Markets watchlist companies or Project conditions, catalysts, risks, milestones, questions, and progress updates.

Typical workflow

Use Markets watchlist tools for ticker tracking and Project watchlist tools for structured monitoring items. List current state before mutations; watchlist-only work does not require workspace context.

What it returns

Markets watchlist metadata and mutations, or Project watchlist items, immutable events, evidence, summaries, and order versions.

Avoid using it when

You intend to change thesis fields, claims, catalysts, risks, or research-agenda rows; those consequential writes must use Research Delta proposals.

Advanced input contract

Agent hosts use this JSON Schema to validate the exact input shape.

View full registry notes

Create a unified condition across Project sources, RSS, SEC, social, government, and selected sites. Preview this operation with mode=preview and a stable idempotencyKey. After approval, commit with mode=commit, operationId and commitToken only; saved preview fields cannot be replaced.

View JSON Schema
{
  "type": "object",
  "properties": {
    "folderId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "definition": {
      "type": "object",
      "properties": {
        "name": {
          "type": "string",
          "minLength": 1,
          "maxLength": 200
        },
        "linkedWatchlistItemId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "sources": {
          "minItems": 1,
          "maxItems": 20,
          "type": "array",
          "items": {
            "type": "string",
            "enum": [
              "company_ir",
              "sec",
              "executive_social",
              "government",
              "selected_sites",
              "rss",
              "project_sources",
              "email"
            ]
          }
        },
        "condition": {
          "type": "object",
          "properties": {
            "description": {
              "type": "string",
              "minLength": 1,
              "maxLength": 2000
            },
            "include": {
              "default": [],
              "maxItems": 100,
              "type": "array",
              "items": {
                "type": "string",
                "minLength": 1,
                "maxLength": 240
              }
            },
            "exclude": {
              "default": [],
              "maxItems": 100,
              "type": "array",
              "items": {
                "type": "string",
                "minLength": 1,
                "maxLength": 240
              }
            },
            "positionTicker": {
              "type": "string",
              "maxLength": 16
            }
          },
          "required": [
            "description"
          ]
        },
        "cadence": {
          "default": "daily",
          "type": "string",
          "enum": [
            "hourly",
            "daily",
            "weekdays",
            "weekly",
            "manual"
          ]
        },
        "timezone": {
          "default": "America/New_York",
          "type": "string",
          "minLength": 1,
          "maxLength": 80
        },
        "onMatch": {
          "default": {
            "saveSource": false,
            "createObservation": true,
            "appendWatchlistUpdate": true,
            "proposeThesisDelta": true,
            "notify": true
          },
          "type": "object",
          "properties": {
            "saveSource": {
              "default": false,
              "type": "boolean"
            },
            "createObservation": {
              "default": true,
              "type": "boolean"
            },
            "appendWatchlistUpdate": {
              "default": true,
              "type": "boolean"
            },
            "runThread": {
              "type": "object",
              "properties": {
                "threadId": {
                  "type": "string",
                  "format": "uuid",
                  "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                },
                "mode": {
                  "default": "refresh",
                  "type": "string",
                  "enum": [
                    "deepen",
                    "verify",
                    "red_team",
                    "refresh"
                  ]
                }
              },
              "required": [
                "threadId"
              ]
            },
            "proposeStatus": {
              "type": "string",
              "enum": [
                "not_started",
                "tracking",
                "in_progress",
                "blocked",
                "triggered",
                "completed",
                "cancelled"
              ]
            },
            "proposeThesisDelta": {
              "default": true,
              "type": "boolean"
            },
            "notify": {
              "default": true,
              "type": "boolean"
            }
          }
        }
      },
      "required": [
        "name",
        "sources",
        "condition"
      ]
    },
    "mode": {
      "type": "string",
      "enum": [
        "preview",
        "commit"
      ]
    },
    "idempotencyKey": {
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    },
    "operationId": {
      "type": "string",
      "format": "uuid",
      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
    },
    "commitToken": {
      "type": "string",
      "minLength": 1,
      "maxLength": 500
    }
  },
  "required": [
    "mode"
  ],
  "additionalProperties": false,
  "anyOf": [
    {
      "$schema": "http://json-schema.org/draft-07/schema#",
      "type": "object",
      "properties": {
        "folderId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "definition": {
          "type": "object",
          "properties": {
            "name": {
              "type": "string",
              "minLength": 1,
              "maxLength": 200
            },
            "linkedWatchlistItemId": {
              "type": "string",
              "format": "uuid",
              "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
            },
            "sources": {
              "minItems": 1,
              "maxItems": 20,
              "type": "array",
              "items": {
                "type": "string",
                "enum": [
                  "company_ir",
                  "sec",
                  "executive_social",
                  "government",
                  "selected_sites",
                  "rss",
                  "project_sources",
                  "email"
                ]
              }
            },
            "condition": {
              "type": "object",
              "properties": {
                "description": {
                  "type": "string",
                  "minLength": 1,
                  "maxLength": 2000
                },
                "include": {
                  "default": [],
                  "maxItems": 100,
                  "type": "array",
                  "items": {
                    "type": "string",
                    "minLength": 1,
                    "maxLength": 240
                  }
                },
                "exclude": {
                  "default": [],
                  "maxItems": 100,
                  "type": "array",
                  "items": {
                    "type": "string",
                    "minLength": 1,
                    "maxLength": 240
                  }
                },
                "positionTicker": {
                  "type": "string",
                  "maxLength": 16
                }
              },
              "required": [
                "description"
              ]
            },
            "cadence": {
              "default": "daily",
              "type": "string",
              "enum": [
                "hourly",
                "daily",
                "weekdays",
                "weekly",
                "manual"
              ]
            },
            "timezone": {
              "default": "America/New_York",
              "type": "string",
              "minLength": 1,
              "maxLength": 80
            },
            "onMatch": {
              "default": {
                "saveSource": false,
                "createObservation": true,
                "appendWatchlistUpdate": true,
                "proposeThesisDelta": true,
                "notify": true
              },
              "type": "object",
              "properties": {
                "saveSource": {
                  "default": false,
                  "type": "boolean"
                },
                "createObservation": {
                  "default": true,
                  "type": "boolean"
                },
                "appendWatchlistUpdate": {
                  "default": true,
                  "type": "boolean"
                },
                "runThread": {
                  "type": "object",
                  "properties": {
                    "threadId": {
                      "type": "string",
                      "format": "uuid",
                      "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
                    },
                    "mode": {
                      "default": "refresh",
                      "type": "string",
                      "enum": [
                        "deepen",
                        "verify",
                        "red_team",
                        "refresh"
                      ]
                    }
                  },
                  "required": [
                    "threadId"
                  ]
                },
                "proposeStatus": {
                  "type": "string",
                  "enum": [
                    "not_started",
                    "tracking",
                    "in_progress",
                    "blocked",
                    "triggered",
                    "completed",
                    "cancelled"
                  ]
                },
                "proposeThesisDelta": {
                  "default": true,
                  "type": "boolean"
                },
                "notify": {
                  "default": true,
                  "type": "boolean"
                }
              }
            }
          },
          "required": [
            "name",
            "sources",
            "condition"
          ]
        },
        "mode": {
          "type": "string",
          "const": "preview"
        },
        "idempotencyKey": {
          "type": "string",
          "minLength": 1,
          "maxLength": 500
        }
      },
      "required": [
        "folderId",
        "definition",
        "mode",
        "idempotencyKey"
      ],
      "additionalProperties": false
    },
    {
      "$schema": "http://json-schema.org/draft-07/schema#",
      "type": "object",
      "properties": {
        "mode": {
          "type": "string",
          "const": "commit"
        },
        "operationId": {
          "type": "string",
          "format": "uuid",
          "pattern": "^([0-9a-fA-F]{8}-[0-9a-fA-F]{4}-[1-8][0-9a-fA-F]{3}-[89abAB][0-9a-fA-F]{3}-[0-9a-fA-F]{12}|00000000-0000-0000-0000-000000000000|ffffffff-ffff-ffff-ffff-ffffffffffff)$"
        },
        "commitToken": {
          "type": "string",
          "minLength": 1,
          "maxLength": 500
        }
      },
      "required": [
        "mode",
        "operationId",
        "commitToken"
      ],
      "additionalProperties": false
    }
  ]
}

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