mirror/temporal-ai-agent
1
0
Fork 0
mirror of https://github.com/temporal-community/temporal-ai-agent.git synced 2026-03-15 14:08:08 +01:00
Code Issues Packages Projects Releases Wiki Activity

adding move money scenario - still a bit rough but it works

Browse Source
This commit is contained in:
Joshua Smith
2025-03-26 13:21:13 -04:00
parent 4eeab32cb2
commit a3ec7b045a
7 changed files with 216 additions and 21 deletions
Download Patch File Download Diff File Expand all files Collapse all files

42
tools/goal_registry.py
View File

@@ -308,6 +308,46 @@ goal_fin_check_account_balances = AgentGoal(
),
)
# this tool checks account balances, and uses ./data/customer_account_data.json as dummy data
goal_fin_move_money = AgentGoal(
id = "goal_fin_move_money",
category_tag="fin",
agent_name="Money Order",
agent_friendly_description="Initiate a money movement order.",
tools=[
tool_registry.financial_check_account_is_valid,
tool_registry.financial_get_account_balances,
tool_registry.financial_move_money,
tool_registry.list_agents_tool, #last tool must be list_agents to fasciliate changing back to picking an agent again at the end
],
description="The user wants to transfer money in their account at the bank or financial institution. To assist with that goal, help the user gather args for these tools in order: "
"1. FinCheckAccountIsValid: validate the user's account is valid"
"2. FinCheckAccountBalance: Tell the user their account balance at the bank or financial institution"
"3. FinMoveMoney: Initiate a money movement order",
starter_prompt=starter_prompt_generic,
example_conversation_history="\n ".join(
[
"user: I'd like transfer some money",
"agent: Sure! I can help you out with that. May I have account number and email address?",
"user: account number is 11235813",
"user_confirmed_tool_run: <user clicks confirm on FincheckAccountIsValid tool>",
"tool_result: { 'status': account valid }",
"agent: Great! Here are your account balances:",
"user_confirmed_tool_run: <user clicks confirm on FinCheckAccountBalance tool>", #todo is this needed?
"tool_result: { 'name': Matt Murdock, 'email': matt.murdock@nelsonmurdock.com, 'account_id': 11235, 'checking_balance': 875.40, 'savings_balance': 3200.15, 'bitcoin_balance': 0.1378, 'account_creation_date': 2014-03-10 }",
"agent: Your account balances are as follows: \n "
"Checking: $875.40. \n "
"Savings: $3200.15. \n "
"Bitcoint: 0.1378 \n "
"agent: how much would you like to move, from which account type, and to which account number?",
"user: I'd like to move $500 from savings to account number #56789",
"user_confirmed_tool_run: <user clicks confirm on FinMoveMoney tool>",
"tool_result: { 'status': money movement complete, 'confirmation id': 333421, 'new_balance': $2700.15 }",
"agent: Money movement order completed! New account balance: $2700.15. Your confirmation id is 333421. "
]
),
)
#todo add money movement, fraud check (update with start)
#Add the goals to a list for more generic processing, like listing available agents
goal_list: List[AgentGoal] = []
@@ -319,5 +359,7 @@ goal_list.append(goal_hr_schedule_pto)
goal_list.append(goal_hr_check_pto)
goal_list.append(goal_hr_check_paycheck_bank_integration_status)
goal_list.append(goal_fin_check_account_balances)
goal_list.append(goal_fin_move_money)