agency-portfolio-rollup

agency-portfolio-rollup is a skill for Claude Code from bobberrisford/affiliatemcp. It costs 71 tokens per session (1,723 once invoked), scanned A, original, MIT.

A single summary of revenue across every brand and affiliate network managed by an agency. It also checks which brands have recorded plans or targets.

In plain words
What is it for?
Reviewing agency-wide revenue, finding brands that are trending down, and checking coverage of client strategies and targets.
Why use it?
Looking at brands one by one makes it difficult to see the agency's overall direction or spot clients that are declining. A portfolio view puts the main signals in one place.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the affiliate-networks-mcp plugin — 37 skills, 1 MCP server shipped together

Good fit Reviewing agency-wide revenue, finding brands that are trending down, and checking coverage of client strategies and targets.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/bobberrisford/affiliatemcp/agency-portfolio-rollup
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add bobberrisford/affiliatemcp --skill agency-portfolio-rollup
Clone the repo
git clone --depth 1 https://github.com/bobberrisford/affiliatemcp

Made for: Claude Code.

Or install affiliate-networks-mcp, the plugin that ships this one along with the rest of its 37 skills, 1 MCP server.

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 agency-portfolio-rollup

README.md
[![agentmods](https://agentmods.dev/badge/skills/bobberrisford/affiliatemcp/agency-portfolio-rollup/github.svg)](https://agentmods.dev/skills/bobberrisford/affiliatemcp/agency-portfolio-rollup)
Your own site
<a href="https://agentmods.dev/skills/bobberrisford/affiliatemcp/agency-portfolio-rollup"><img src="https://agentmods.dev/badge/skills/bobberrisford/affiliatemcp/agency-portfolio-rollup/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 agency-portfolio-rollup

Your own site · 80×15
<a href="https://agentmods.dev/skills/bobberrisford/affiliatemcp/agency-portfolio-rollup"><img src="https://agentmods.dev/badge/skills/bobberrisford/affiliatemcp/agency-portfolio-rollup.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 71 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,723 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 $0.00071 $0.01723
Opus 5 $0.00036 $0.00861
Sonnet 5 $0.00014 $0.00345
Haiku 4.5 $0.00007 $0.00172

Measured 12d ago against content hash 7c310601db0d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

agency-portfolio-rollup 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 12d ago.

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.

skills/agency-portfolio-rollup/SKILL.md · 84 lines

How it starts

The opening of the file, as written. The whole thing — 84 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Operating instructions

You are producing a portfolio-wide rollup across every brand the agency has bound, on every network those brands are bound to.

Step 1 — enumerate the book

Call affiliate_resolve_brand with no arguments. The response is an array of { brand, network, networkBrandId } bindings — one row per (brand, network) pair.

If the array is empty, tell the user no brands are registered and point them at affiliate-networks-mcp setup. Stop.

Step 1b - load recorded plans

Call affiliate_list_client_strategies once. It returns one row per slug with hasStrategy / hasKpi / registered / orphan. For each registered brand in the book with either hasStrategy or hasKpi, call affiliate_get_client_strategy({ brand }) to load its kpi.targets and strategy framing. Skip registered brands with no plan.

Keep a count of how many registered brands in the book have no plan recorded; it drives the coverage line in Step 5. If affiliate_list_client_strategies returns orphan rows, mention them in the coverage line and do not invent network data for them. This context is advisory: it adds a verdict and a coverage prompt; it never changes the figures.

If kpi.parseErrors is non-empty for a loaded brand, report each malformed line verbatim in the coverage/failures area and exclude it from verdicts. Never guess what the target meant.

Step 2 — pick the windows

Default period: the last 7 days, ending today. Honour explicit user windows ("this month", "Q1", named dates).

Compute a comparison window of the same length immediately prior. Express all dates as ISO YYYY-MM-DD. Surface both windows in the final report so the user can confirm.

Step 2b — prefer per-brand snapshots for the standard windows

When the requested window is one of the snapshot windows (yesterday, last 7 days, last 30 days, year-to-date — the 7-day default is last7d), call affiliate_build_brand_snapshot({ brand }) once per brand instead of fanning out get_programme_performance per binding. Each brand's snapshot already aggregates across that brand's networks into the four windows with per-currency totals and a count-honest byNetwork health block, so you skip the manual per-network fan-out and the Step 4 by-brand aggregation. Take the per-brand headline straight from snapshot.windows.<window>.totals (per currency), and surface any byNetwork entry that is not ok on that brand's line so a brand whose book is missing a network is never silently under-counted.

Read the full file on GitHub · 84 lines

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. 12d ago First seen · 84 lines · 71 tokens per session scan A 7c310601db0d

Subscribe to this mod's changes

agency-portfolio-rollup is a skill published in the GitHub repository bobberrisford/affiliatemcp (6 stars, last pushed 1mo ago), licensed MIT. It adds 71 tokens to every session and 1,723 once invoked, about $0.0004 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 2026-08-31.

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