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Master the Agentic Workflow Explorer through a complete learning overview and interactive flashcards
The Interactive API Explorer is for trying one operation at a time. The Agentic Workflow Explorer is its counterpart for multi-step workflows — it runs the actual recipes published in agent-recipes.json, chaining each step's real response into the next, so you can watch a full agent workflow execute before writing any orchestration code yourself.
Click any card to reveal the answer. Use the search box to find a specific topic.
Every recipe the Explorer can run comes straight from agent-recipes.json — nothing is hand-typed into the page separately. 6 need no LLM key and are visible immediately; 4 require a real LLM provider and stay hidden behind a toggle, off by default.
| Recipe | Market | Tier | Steps |
|---|---|---|---|
| BYO LLM Key Setup | — | Free | 3 (prerequisite for the LLM recipes below) |
| India: Zero-Cost Technical Demo | India | API Pro | 2 |
| US: Zero-Cost Technical Demo | US | API Pro | 2 |
| India: Momentum Setup | India | API Pro | 4 |
| US: Momentum Setup (partial) | US | Free | 3 (deliberately partial) |
| India: Post-Earnings Review | India | API Pro | 4 |
| Recipe | Market | Tier | Async | Steps |
|---|---|---|---|---|
| India: Screen → Investment Committee | India | API Max | Yes | 7 |
| India: Trader Scan → Investment Committee | India | API Pro | Yes | 5 |
| US: Trader Scan → Investment Committee | US | API Pro | Yes | 5 |
| Research Preset Deep Dive | — | API Pro | Yes | 4 |
Selecting a recipe renders it as a horizontal row of step cards — a simplified DAG (directed acyclic graph) view. Each card shows:
screen_stocks, start_committee)external_call: byo_key, or ⚠ writes to your real account for other mutating (Account+POST) stepsClicking any step card opens its full detail — the exact request that will be sent, and once run, the exact response received.
test_byo_key is technically a write-shaped call (Account+POST) but doesn't actually change anything in your account — it only verifies a saved key. Labeling it "writes to your real account" would be misleading; the more relevant warning is that it calls a real provider.
Most steps in most recipes really are a simple chain — each one depends only on the step immediately before it, so a plain → arrow between cards is accurate. But not always, and the Explorer doesn't pretend otherwise.
Whenever a step's real dependencies don't match "the card immediately to its left," the connector switches from a plain arrow to a merge symbol with an explicit label — ⤷ from screen, report, risk_compute — naming every real parent instead of silently drawing a misleading straight line.
Every recipe offers two run modes, plus two secondary utilities:
| Button | What it does |
|---|---|
| ▶ Run All Steps | Executes every step in dependency order automatically, chaining each response into the next, stopping only on an error or a confirm-to-arm gate |
| ⏭ Run Next Step | Executes just the single next runnable step (the first one whose dependencies are all done), then waits for you to click again |
| ↺ Reset | Clears all step statuses and results, letting you re-run the recipe from scratch |
| 📋 Copy Workflow Instructions | Exports the full tool-call sequence as plain text — see the dedicated section below |
For any recipe that touches a real LLM provider or spends shared quota, neither run button fires on the first click. The first click arms the action and shows exactly what's about to happen — which provider, and for a preset run, the actual preset and goal that will be sent — and only the second click actually executes it. Run Next Step has its own, narrower version of this gate scoped to just the specific step about to run, separate from Run All Steps' recipe-wide gate.
The 4 Investment-Committee and Research-Preset recipes are async — starting the job is instant, but getting the finished result takes real time. The Explorer handles this with a dedicated poll step rather than making you refresh manually.
| Poll tool | Max wait before giving up |
|---|---|
check_committee_status | ~12 minutes |
check_preset_status | ~60 minutes |
These caps are deliberately different — Research Presets can genuinely run 15-40 minutes depending on which of Strategy Lab's 8 analyst chains you picked, so a single one-size-fits-all timeout tuned for the faster Committee runs would incorrectly mark a still-running Preset job as failed.
While a poll step runs, its card shows a live sub-state line — Polling… attempt 6, 36s elapsed — status: running — updating roughly every 6 seconds, plus a ⏹ Cancel button.
cancel_committee or cancel_preset operation (the same one you'd call yourself), and the actual response from that call is included in the run transcript — not a placeholder — so you can confirm the cancellation genuinely went through server-side.
If a poll step exhausts its max attempts without reaching a terminal status, the Explorer marks it as an error locally — but deliberately does not clear it from the pending-jobs registry the way a real terminal outcome (completed, failed, cancelled, or an explicit user cancel) does. The job may genuinely still be running server-side; giving up watching in this browser tab shouldn't make the Explorer forget a job that's still spending real quota.
Once you've seen a recipe work end-to-end in the Explorer, the 📋 Copy Workflow Instructions button exports it as plain text — ready to paste into your own code, a README, or directly into an AI agent's prompt:
| Your situation | Start with |
|---|---|
| Brand new to the Explorer, want to see something run in under a minute | India or US: Zero-Cost Technical Demo — 2 steps, no LLM key, no committee-run quota spent |
| Want to try the Investment Committee or Research Presets eventually | BYO LLM Key Setup first — it's the prerequisite everything LLM-required depends on |
| Curious how a real multi-source RS/breadth workflow chains together | India: Momentum Setup — 4 independent read endpoints, no mutation, no provider calls |
| Ready to see the flagship end-to-end, real committee output | India: Screen → Investment Committee — the 7-step, 3-parent recipe covered above |
With both zero-code tools covered — the single-operation Explorer and this multi-step Workflow Explorer — Wave 2 continues into the systems those LLM-required recipes actually depend on:
See the API & Agent Integration hub for the full 12-guide roadmap.
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