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The custom agent page

Everything one custom agent produces and everything that governs it, in one place — the extracted data, the written reports and the run log on one side, the four configuration pages on the other.

Opening the page

  1. Click Agent Marketplace in the left rail.
  2. With Custom Agents selected, click the agent's card.
Other ways in

Finishing the setup conversation in Creating a Custom Agent opens the new agent here, and Edit Agent on a card in Schedules opens it straight on General.

Which page you land on

An agent that has already produced reports opens on Reports. One that has not opens on General.

A custom agent open on General. The agent's name sits in the main header with Test Run, Publish and a red bin button to its right. A second sidebar on the left holds RESULTS with Structured Data, Reports and Run History, then CONFIGURATION with General, Data Source, Data Builder and Report Builder, with an ESTIMATED COST card reading Run Once, 110 credits and View details pinned below it. The page itself shows the agent card, an MCP/API Use card with its switch off and its endpoint greyed out, and a Chat Use card.
The agent's name doubles as the page title in the main header. With MCP/API Use off, the endpoint block below it is dimmed and its Copy button is disabled.

How the page is laid out

A second sidebar down the left lists everything about this agent, split into two groups. The button at the top left of the main header collapses and restores it.

GroupEntries
RESULTS Structured Data, Reports, Run History — what the agent has produced.
CONFIGURATION General, Data Source, Data Builder, Report Builder — what it will do next time it runs.

Estimated cost

ESTIMATED COST sits at the bottom of the sidebar and stays there whichever page you are on. It gives the credits one Run Once of this agent would consume, at the agent's current configuration.

The ESTIMATED COST panel open beside the sidebar. Data Builder: 3 Entities and 20 Fields, 60 Credits, with a row reading Unit Price 1 Credit/Field, Entities 3, Fields 20. Report Builder: 1 Report, 50 Credits, with Unit Price 50 Credit/Report and Qty 1. Total Credits 110.
The arithmetic is shown in full: three companies at twenty fields each is sixty credits, and a single report adds fifty. One extra report here would cost almost as much as the entire extraction.
ControlWhat it shows
ⓘ Breaks the figure into Data Builder and Report Builder, each with its unit price and quantity, and a Total Credits line.
View details Opens Credit, where your balance and past usage live.
Charged forUnit priceQuantity
Data Builder1 Credit/FieldEntities × fields defined in Extraction Rules
Report Builder50 Credit/ReportReports defined in Report Builder

Header actions

They are not always there

Test Run, Publish and the delete button appear in the main header only while you are on one of the four CONFIGURATION pages. Switch to Structured Data, Reports or Run History and they go away.

Test Run

Runs the agent once, now, against its current configuration. Your unsaved configuration edits are saved first, so what runs is always what you can see.

The Test Run panel open below the Test Run button, with Run Now unselected above the line Structured data from data source: 2025-09-17 through 2026-09-17, and Run at specific time selected below it showing a date field set to 2026-09-17, the caption Data coverage as of selected date, and a Report Range row reading 2025-09-18 through 2026-09-17. A blue Run button sits at the bottom right.
Run at specific time is selected here, which is what reveals the date field and the coverage rows. This agent reads only filings, so Report Range is the single row — an agent with prices or news configured lists one row per source.
  1. Click Test Run to open the panel.
  2. Choose Run Now or Run at specific time.
  3. Click Run.
OptionWhat it reads
Run Now Data from one year ago up to today. The dates are spelled out on the option.
Run at specific time Treats a date you pick as "today" and works back from it. The panel then lists each enabled data source with the window it would cover. Future dates cannot be picked, and Run stays disabled until a date is chosen.
A test run spends credits

The cost is the ESTIMATED COST figure. If your balance will not cover it, the run is refused and a dialog explains why. Once started, progress is shown in a bar at the top of the window that survives navigating elsewhere.

Publish and Move to draft

A new agent is a Draft: it exists, it can be test-run, but its scheduled tasks do not fire. Publish activates the agent and enables all of them. Once published the button reads Move to draft and does the reverse.

ButtonBehaviour
PublishSaves the configuration, then activates immediately — no confirmation.
Move to draft Saves, then asks first: Move this agent to draft? Users won't be able to access it until republished.

Deleting the agent

The delete button carries a bin icon rather than a label — hover it to see Delete.

This cannot be undone

The confirmation reads Once deleted, any structured data and reports produced by this agent will no longer be available. Confirming with Yes, Delete removes the agent and returns you to Agent Marketplace.

There is no Save button

Configuration changes save on their own as you make them, and a small indicator reports the state of the last save. Test Run and Publish each save once more before acting.

Structured Data

One row per document the agent has read, one column per field it was told to extract. This is the raw material the reports are written from.

Structured Data for the Annual Report KPI Extractor. A toolbar holds View by 1, a Filter button, Clear all and an Export dropdown. The table below has columns Entity, ISIN, Publish Date, Capital Expenditures, Cash and Cash Equivalents and Action, with six rows for Apollo Global Management, KKR & Co and Blackstone at two publish dates each. The footer reads Total 6 with a 20/page selector.
Three companies × two filings = six rows. The agent extracts twenty fields, so most of its columns are off to the right — the table scrolls sideways while Entity and Action stay put. A field the agent could not find reads -.
ColumnContents
EntityThe company the document belongs to. Stays in place as you scroll sideways.
ISINThat company's ISIN.
Publish DateWhen the document was published.
One per extraction rule The value pulled out for that field, named after the rule in Data Builder. A rule that found nothing reads -.
ActionPer-row tools — see below. Also stays in place.

Finding rows

ControlWhat it does
View byChooses which extracted field the table is organised around. The number beside it is how many are in play.
FilterAdds a condition — by entity, by date, or on an extracted value.
Clear allDrops every condition at once, including the entity and date ones.
Page size20, 50 or 100 rows. The total sits to its left.

Seeing where a value came from

Clicking a value opens Information Details, which shows what the agent extracted and which passages of the source document it took it from.

An Information Details panel open over the Structured Data table. It lists Result with a dash, Flag with a red tag, Score with a tag reading 10, and Reference showing a block headed Page · 115 with a See in PDF link, followed by a paragraph quoted from the filing. A View button sits at the bottom right.
Even a value the agent could not find is worth opening: the passages it did read are still listed, which is usually enough to tell a genuine absence from a missed extraction.
ControlWhere it goes
ResultThe value itself, as it appears in the table.
FlagA coloured tag summarising the extraction, where the rule produces one.
ScoreA numeric tag, where the rule produces one.
Reference One block per passage the agent drew on, each headed Page · and its page number.
See in PDF On each passage. Opens the detail page at that passage.
View Opens the same page at the first passage.

Row actions

ActionWhat it does
ThinkingOpens a Thinking Process panel on the right with the agent's reasoning for that row.
RetryExtracts the row again. Available for the first two attempts.
Contact SupportReplaces Retry once the row has been retried twice, and raises the failure with support.
Retry and Contact Support share a slot

A row shows one or the other, never both, so a screenshot can only ever show one of them.

Exporting

Export offers the table as a spreadsheet in two shapes.

ChoiceContents
Raw DataThe values exactly as extracted.
Normalized DataThe values after Orbit's normalisation.

Reports

The documents the agent writes. An agent can hold several report definitions, and each one produces a new report every time it runs — so this page is a two-level list before it is a reading view.

Reports open on a custom agent. In the sidebar, Reports is expanded to show a report definition named financial KPIs with a count of 2, a Latest 50 report divider, and two dated runs with the newer one selected. A toolbar above the report reads Frequency: Yearly, Last Run: 2026-07-13, a Try Run button, an HTML and Markdown pair with HTML selected, and share and download icons. The report itself is headed Blackstone Inc & KKR & Co Inc — Financial Performance & Ratio Analysis with a key findings list and four summary tiles.
The count beside a report definition is how many runs it has, and the tree lists the latest fifty of them. The report body is the document the agent wrote — anything inside it, including its own buttons, belongs to the report rather than to Orbit.

Finding a report

  1. Click Reports in the sidebar. Its report tree expands underneath.
  2. Click a report definition to list its runs, newest first. Clicking it again collapses it.
  3. Click a run to read it.
What opens by default

The first definition that has any reports opens on its own, showing the most recent run. Definitions with no reports yet stay collapsed. Leaving Reports and coming back returns you to the same report.

Reading a report

The bar above the report belongs to Orbit; everything below it is the report itself.

ItemMeaning
FrequencyHow often this definition runs.
Last RunWhen the report on screen was produced.
Try RunProduces this report again. Available for the first two attempts.
Contact usReplaces Try Run after two attempts, and raises the failure with support.
HTML / Markdown Switches how the report is rendered. A format the run did not produce is greyed out — most reports have only HTML.
Share icon Creates a link to this report and copies it to your clipboard, confirming with Copied to clipboard. The link is then listed on Share.
Download iconSaves the report.
Before any report exists

The page reads No report yet — This agent has no reports yet. Add one or more in Report Builder, then run the agent to generate them.

Run History

Every job this agent has run, whichever part of it produced them.

Run History listing eight rows with columns Entity, Category, Status and Publish Date. Six rows read Structured Data for a single company each; two read Reports and show a company name in blue followed by a +2 badge. Every Status reads Publish. The footer reads Total 8.
One run per company for the extraction, but a single row for each report — a report covers all three companies at once, which is what the +2 stands for.
ColumnContents
EntityThe company or portfolio the run covered.
CategoryStructured Data or Reports.
StatusHow the run ended.
Publish DateWhen it produced its output.

Company names shown in blue open that company's page in a new browser tab. Nothing else on the row can be clicked. The list pages at 20, 50 or 100 rows.

One row is not one company

Extraction runs once per company, so those rows name one each. A report covers every company at once, so its row names one and folds the rest into +N.

General

The agent's identity and the two ways of reaching it from outside Orbit.

Agent information

The card carries the agent's name, its description, and a badge reading Active or Inactive. The pencil at its top right opens Edit General.

Active is not the same as Published

This badge reports whether the agent itself is enabled. Whether its scheduled tasks fire is a separate matter, governed by Publish in the header — so an agent can read Active here while still being a Draft on its marketplace card.

FieldNotes
Agent NameRequired. Shown on the marketplace card and everywhere the agent is referred to.
DescriptionFree text. Shown on the marketplace card.

Save Change applies the edit; Cancel discards it. An agent saved without a name reads Untitled Agent, and one without a description reads No description yet.

If a document was uploaded during setup, it is listed under the description. Clicking it previews the document when it is a PDF, and downloads it otherwise.

MCP/API Use

Exposes this agent over MCP so tools outside Orbit can call it. The switch is off by default. Turning it on marks the card Protocol Ready and enables the endpoint below.

ControlNotes
MCP endpoint The address to paste into Claude Desktop, Cursor or another MCP client. It ends in the agent's own id, so every agent has its own.
Copy Copies the endpoint and confirms with Copied to clipboard. Disabled while MCP/API Use is off.
Get started Opens Orbit's developer documentation for Agent Builder in a new browser tab.
See also

MCP covers connecting Orbit to an MCP client in general; this switch is only about exposing this one agent.

Chat Use

Lets you put questions to this agent's data in conversation. Also off by default.

Data Source

What the agent reads. Each source is a card; the pencil at its top right opens the card's own dialog. A card that has been given a time range carries a Range · badge beside its title.

Data Source showing five cards, each with a pencil at its top right. Company Universe holds three company chips. Filing & Report Coverage carries a Range · 1Y badge and the chips Annual Reports and Proxy Filings. Stock Price and News Flow Tracker each read Not configured. News Feed carries a Range · 1Y badge above the line No keywords yet.
There is no Knowledge Base card here because this agent does not draw on one — that card only appears when it applies. News Feed shows the other trap: it has a range but no keywords, so the badge alone does not mean the source is feeding anything.
CardWhat it sets
Company Universe Which companies the agent covers — either a list of companies or a single portfolio, not both. Reads No companies selected when empty.
Filing & Report Coverage Which filing types to read and how far back. Reads No report types selected when empty.
Knowledge Base Only present when the agent draws on a knowledge base. Read-only here.
Stock PricePrice history. Reads Not configured until set.
News Flow TrackerOrbit's news tracking. Reads Not configured until set.
News Feed Keyword-matched news. Reads No keywords yet when empty.
A card on screen is not the same as a source in use

Stock Price, News Flow Tracker and News Feed are always listed, configured or not, and a Range · badge only means a time range has been set — not that the source has anything to read. The reliable check is the coverage list under Test Run: a source that is genuinely feeding the agent gets a row there.

Data Builder

When the agent runs, and what it pulls out of each document when it does.

Data Builder. A Schedule strip at the top reads Frequency: Yearly, Day: 1, Time: 5AM with a pencil at its right. Below it a section headed Extraction Rules and 20 Fields, with a Search Labels box, an Import button and an Add button. Each rule is a card carrying its label, a description beginning Range: 0-100000000 decimal, Unit: currency, then the tags Result, Flag, Score and +1, a View 4 Attributes link, and a pencil and bin at the right.
Twenty rules for three companies is what makes this agent's extraction cost sixty credits a run. Each description is the instruction the agent follows, including what to do when the figure is not disclosed.

Schedule

States the Frequency, the Day where one applies, and the Time. The pencil opens the schedule dialog. Time is not yours to set — each frequency runs at a fixed hour.

FrequencyWhen it runs
DailyEvery day at 8:00 AM.
WeeklyEvery Monday at 7:00 AM.
MonthlyThe 1st of each month at 8:00 AM.
Quarterly1 January, 1 April, 1 July and 1 October at 6:00 AM.
Yearly1 January at 5:00 AM.

Extraction Rules

One card per field the agent extracts, with the field's label, what it means, and the attributes captured alongside it. The count beside the title reads N Fields.

ControlWhat it does
Search LabelsFilters the cards by label.
AddAdds a new extraction rule.
ImportBrings rules in from a file rather than typing them.
EditOn each card. Changes that rule.
DeleteOn each card. Not offered for every rule.
View N Attributes Each rule captures more than the value itself — Result, Flag and Score are shown as tags with +N for the rest. This expands the card to list them all, and then reads Hide N Attributes.
Fields drive the cost

Every field is charged per entity, so adding rules raises ESTIMATED COST for every run.

Report Builder

The reports this agent writes. Each one has its own prompt, its own schedule and its own recipients, and each is listed in the sidebar's report tree once it has run.

Report Builder with an information banner reading Report data automatically sourced from Structured Data (X-day range). Below it a card headed Report and 1 Reports with an Add button, holding one row named financial KPIs, its prompt, and the line Frequency: Yearly, Time: 5:00 AM, Email: an em dash. A pencil and a bin sit at the row's right.
Email reads — when a report has no recipients: it will still be produced and still appear under Reports, it just will not be sent to anyone.
About the banner

The banner at the top reads Report data automatically sourced from Structured Data (X-day range) — the X is not replaced with a number. The window each report actually reads is its own Data Window (Day), below. Closing the banner hides it until you next open the page.

Every row states the report's name, its prompt, and its Frequency, Time and Email. Time follows from Frequency and cannot be set independently. A report saved without a name reads Untitled Report; one with several recipients shows the first and folds the rest into +N.

ControlWhat it does
AddOpens Add Report.
EditOpens the same dialog as Edit Report.
DeleteRemoves the report definition.

Add Report and Edit Report

The Add Report dialog. Report Name is marked with a red asterisk and is empty; Aggregation Prompt is an empty textarea with no asterisk; Frequency is set to Daily with the note Runs every day at 8:00 AM beneath it; Data Window (Day) is set to 1; Email is empty. Cancel and Save Change sit at the bottom.
A new report starts on Daily with a one-day window. The line under Frequency spells out when that choice actually runs.
FieldNotes
Report NameRequired, and marked as such. Up to 200 characters.
Aggregation Prompt What the report should say about the extracted data. Also required, though it carries no asterisk — saving with it empty is refused.
Frequency Daily, Weekly, Monthly, Quarterly or Yearly. The dialog states when each one runs.
Data Window (Day) How many days back the report reads. Between 1 and 365, starting at 1 — worth raising for anything less frequent than Daily.
Email Who receives it. Choose any number of addresses from your organisation.

Save Change keeps the report; Cancel discards it.

Reports are the expensive part

Each report definition costs 50 credits per run, against 1 credit per field per entity for extraction.