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- updates to pyproject.toml to add contributors and update some pytest config

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- updates to documentation - clarification cleanup
- defaulting to finserv goals
This commit is contained in:
Joshua Smith
2025-04-24 12:37:16 -04:00
parent 47c4b99f2c
commit 7ef10e2481
9 changed files with 66 additions and 40 deletions
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17
setup.md
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@@ -18,7 +18,7 @@ SHOW_CONFIRM=True
The agent can be configured to pursue different goals using the `AGENT_GOAL` environment variable in your `.env` file. If unset, default is `goal_choose_agent_type`.
If the first goal is `goal_choose_agent_type` the agent will support multiple goals using goal categories defined by `GOAL_CATEGORIES` in your .env file. If unset, default is all.
If the first goal is `goal_choose_agent_type` the agent will support multiple goals using goal categories defined by `GOAL_CATEGORIES` in your .env file. If unset, default is all. We recommend starting with `fin`.
```bash
GOAL_CATEGORIES=hr,travel-flights,travel-trains,fin
```
@@ -206,7 +206,6 @@ By default it will _not_ make a real workflow, it'll just fake it. If you get th
FIN_START_REAL_WORKFLOW=FALSE #set this to true to start a real workflow
```
#### Goals: HR/PTO
Make sure you have the mock users you want in (such as yourself) in [the PTO mock data file](./tools/data/employee_pto_data.json).
@@ -220,4 +219,16 @@ Make sure you have the mock orders you want in (such as those with real tracking
- The tools themselves are defined in their own files in `/tools`
- Note the mapping in `tools/__init__.py` to each tool
For more details, check out [adding goals and tools guide](./adding-goals-and-tools.md).
For more details, check out [adding goals and tools guide](./adding-goals-and-tools.md).
## Setup Checklist
[ ] copy `.env.example` to `.env` <br />
[ ] Select an LLM and add your API key to `.env` <br />
[ ] (Optional) set your starting goal and goal category in `.env` <br />
[ ] (Optional) configure your Temporal Cloud settings in `.env` <br />
[ ] `poetry run python scripts/run_worker.py` <br />
[ ] `poetry run uvicorn api.main:app --reload` <br />
[ ] `cd frontend`, `npm install`, `npx vite` <br />
[ ] Access the UI at `http://localhost:5173` <br />
And that's it! Happy AI Agent Exploring!