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mabry1985claude
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docs: gateway inheritance makes team_template optional + one-pick archetype note (#14)
With portfolio v0.14 a spawned team inherits the PM's own resolved gateway (+ its OPENAI_API_KEY via the team's env), so team_template is now OPTIONAL — empty is the happy path and a team runs real turns with zero creds prep. Reframe the bundle config comment + README Install block accordingly (team_template = a per-team-gateway escape hatch, not a prerequisite), and note the one-pick 'Portfolio Manager' archetype setup. Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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README.md

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@@ -41,14 +41,20 @@ apply them to your `config/langgraph-config.yaml`:
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```yaml
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plugins:
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enabled: [delegates, portfolio]
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portfolio:
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# The base team config portfolio_spinup_team clones per project. Empty uses the portfolio
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# plugin's shipped example; point it at a creds-filled copy (gateway key + model.api_base)
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# so spawned teams run real model turns.
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team_template: /path/to/your/team-template
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# That's it — no team_template needed. Spawned teams INHERIT the PM's own gateway
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# (portfolio v0.14+): the PM's resolved model.api_base + its OPENAI_API_KEY (via the team's
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# environment) carry over, so a team boots ready to think with zero creds prep. Only set a
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# team_template for a team you want on a DIFFERENT gateway than the PM's:
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# portfolio:
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# team_template: /path/to/your/team-template # optional — a per-team gateway/config
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```
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then restart. The board the PM's teams run needs the `br` (beads) CLI on this host.
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**One-pick setup:** installing the bundle also registers a **"Portfolio Manager"** archetype
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in the new-agent picker (ADR 0042) — pick it and you get a PM with `delegates`+`portfolio`
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enabled and the manager persona set, no YAML. With gateway inheritance there's nothing else
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to configure: spin up a team and it runs on your gateway.
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## Spinning up teams
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Once enabled, the Portfolio Manager spins up an ephemeral Lead Engineer team per project:
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```

protoagent.bundle.yaml

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@@ -48,10 +48,11 @@ plugins:
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enabled: [delegates, portfolio]
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config:
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portfolio:
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# The base team config portfolio_spinup_team clones per project. Empty falls back to
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# the portfolio plugin's shipped example (a generic project_board + delegates team);
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# point this at a creds-filled copy (gateway key + model.api_base) so spawned teams
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# run real model turns. {{REPO}} / {{TEAM_NAME}} / {{GATE}} are filled per spawn.
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# The base team config portfolio_spinup_team clones per project. EMPTY IS THE HAPPY PATH
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# (portfolio v0.14+): a spawned team inherits the PM's own resolved gateway + its
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# OPENAI_API_KEY (via the team's env), so it runs real model turns with NO creds prep.
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# Only point this at a creds-filled copy for a team on a DIFFERENT gateway than the PM's.
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# {{REPO}} / {{TEAM_NAME}} / {{GATE}} are filled per spawn.
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team_template: ""
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# Agent archetype (ADR 0042) — presents this bundle as a "Portfolio Manager" agent type

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