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adding fin goals and tools

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This commit is contained in:
Joshua Smith
2025-03-20 13:37:51 -04:00
parent 850404e0d5
commit c3084eec41
9 changed files with 200 additions and 11 deletions
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41
tools/goal_registry.py
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@@ -248,12 +248,12 @@ goal_hr_check_pto = AgentGoal(
),
)
# This goal uses the data/employee_pto_data.json file as dummy data.
# check integration with bank
goal_hr_check_paycheck_bank_integration_status = AgentGoal(
id = "goal_hr_check_paycheck_bank_integration_status",
category_tag="hr",
agent_name="Check paycheck bank integration status",
agent_friendly_description="Check your available PTO.",
agent_friendly_description="Check your integration between paycheck payer and your financial institution.",
tools=[
tool_registry.paycheck_bank_integration_status_check,
tool_registry.list_agents_tool, #last tool must be list_agents to fasciliate changing back to picking an agent again at the end
@@ -274,6 +274,41 @@ goal_hr_check_paycheck_bank_integration_status = AgentGoal(
),
)
# this tool checks account balances, and uses ./data/customer_account_data.json as dummy data
goal_fin_check_account_balances = AgentGoal(
id = "goal_fin_check_account_balances",
category_tag="fin",
agent_name="Check balances",
agent_friendly_description="Check your account balances in Checking, Savings, etc.",
tools=[
tool_registry.financial_check_account_is_valid,
tool_registry.financial_get_account_balances,
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 check their account balances 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",
starter_prompt=starter_prompt_generic,
example_conversation_history="\n ".join(
[
"user: I'd like to check my account balances",
"agent: Sure! I can help you out with that. May I have your email address or account number?",
"user: email is bob.johnson@emailzzz.com ",
"user_confirmed_tool_run: <user clicks confirm on FincheckAccountIsValid tool>",
"tool_result: { 'status': account valid }",
"agent: Great! I can tell you what the your account balances are.",
"user_confirmed_tool_run: <user clicks confirm on FinCheckAccountBalance tool>",
"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 "
"Thanks for being a customer since 2014!",
]
),
)
#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] = []
goal_list.append(goal_choose_agent_type)
@@ -283,4 +318,6 @@ goal_list.append(goal_match_train_invoice)
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)