challenge

challenge is a skill for Claude Code, Codex from agentii-ai/agentii-investment-intelligence. It costs 101 tokens per session (557 once invoked), scanned A, original, Apache-2.0.

An adversarial review of an investment thesis that looks for contradictions, weak claims, and ways the thesis could fail. It includes a pre-mortem, which imagines the investment has already lost money and works backwards to find the cause.

In plain words
What is it for?
Use it to compare claims across research runs, test bear cases, ask what would make a thesis a sell, and verify that each disproof condition has a measure, threshold, and source.
Why use it?
It challenges a thesis before an investment committee reviews it instead of only confirming its supporting evidence. This can expose conflicting data, weak assumptions, and falsifiers that cannot be checked.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Needs its repository: it runs a file that does not travel with it, so clone the repository first. The line is python3 scripts/challenge.py --nth-converge 10.

Good fit Use it to compare claims across research runs, test bear cases, ask what would make a thesis a sell, and verify that each disproof condition has a measure, threshold, and source.

Compare 6 skills from other repositories ↓
Install

Getting it into your agent

It runs from inside its repository, so the clone comes first — what it calls does not travel with the file alone.

Clone the repo
git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence
agentmods
npx agentmods add skills/agentii-ai/agentii-investment-intelligence/challenge

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for challenge

README.md
[![agentmods](https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/challenge/github.svg)](https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/challenge)
Your own site
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/challenge"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/challenge/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for challenge

Your own site · 80×15
<a href="https://agentmods.dev/skills/agentii-ai/agentii-investment-intelligence/challenge"><img src="https://agentmods.dev/badge/skills/agentii-ai/agentii-investment-intelligence/challenge.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 101 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 557 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00101 $0.00557
Opus 5 $0.00051 $0.00279
Sonnet 5 $0.00020 $0.00111
Haiku 4.5 $0.00010 $0.00056

Measured yesterday against content hash 1d52dfe6a309, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-10, from the pricing page.

Security

Grade A, and why

challenge scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured yesterday.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/vertical-plugins/scenarios/skills/agentii/challenge/SKILL.md · 44 lines

What it actually says

agentii.challenge

The buyer-side IC verb: challenge the thesis. Not audit — that name was taken three times (audit-xls, quality-audit.yaml, G3) — challenge is the thing that happens in an investment committee.

Method bodies (the four angles)

  1. Cross-run contradiction — the entity index (reduce_journals.build_entity_index): same (entity, metric, period) with different values. Same retrieved_at → true contradiction; different → suspected restatement. The validator never auto-resolves — candidates go to the IC agenda.
  2. Pre-mortem — assume the loss already happened; reconstruct the path backwards. Which pillar failed first? What data would have to be wrong?
  3. Inversion — what would make this thesis a sell? What would the bear's best case look like? What would falsify the conviction, not just the claim?
  4. wrong_if falsifiability — is each falsifier mechanically checkable (metric + threshold + source)? A prose falsifier is not a falsifier (Q8-4).

Economics (Q40/Q68)

  • Findings: ≈50 cap, severity-sorted; overflow aggregates by category.
  • Finding IDs are content-derived (hash(entity+metric+period+gap_type)) — unchanged re-runs yield byte-identical IDs (eval corpus comparability).
  • Scope is incremental (artifacts whose pins/as_of changed since last run) with three backstops: every Nth converge / constitution MINOR-MAJOR / subscription change (new subscriptions create new comparison pairs — Q9).
  • Lifecycle hooks: pillar-complete (cheap, early) / thesis-complete (final line) / pre-reduction (claims entering the portfolio are adversarially verified). Unchallenged claims never enter the knowledge base (Q64).

Invocation

python3 scripts/challenge.py --nth-converge 10
Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. yesterday First seen · 44 lines · 101 tokens per session scan A 1d52dfe6a309

Subscribe to this mod's changes

challenge is a skill published in the GitHub repository agentii-ai/agentii-investment-intelligence (204 stars, last pushed today), licensed Apache-2.0. It adds 101 tokens to every session and 557 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-09.

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