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5d55a9fe80
* initial mcp * food ordering with mcp * prompt eng * splitting out goals and updating docs * a diff so I can get tests from codex * a diff so I can get tests from codex * oops, missing files * tests, file formatting * readme and setup updates * setup.md link fixes * readme change * readme change * readme change * stripe food setup script * single agent mode default * prompt engineering for better multi agent performance * performance should be greatly improved * Update goals/finance.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Update activities/tool_activities.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * co-pilot PR suggested this change, and now fixed it * stronger wording around json format response * formatting * moved docs to dir * moved image assets under docs * cleanup env example, stripe guidance * cleanup --------- Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>
112 lines
6.3 KiB
Python
112 lines
6.3 KiB
Python
from typing import List
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import tools.tool_registry as tool_registry
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from models.tool_definitions import AgentGoal
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starter_prompt_generic = "Welcome me, give me a description of what you can do, then ask me for the details you need to do your job."
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goal_fin_check_account_balances = AgentGoal(
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id="goal_fin_check_account_balances",
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category_tag="fin",
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agent_name="Account Balances",
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agent_friendly_description="Check your account balances in Checking, Savings, etc.",
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tools=[
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tool_registry.financial_check_account_is_valid,
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tool_registry.financial_get_account_balances,
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],
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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: "
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"1. FinCheckAccountIsValid: validate the user's account is valid"
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"2. FinCheckAccountBalance: Tell the user their account balance at the bank or financial institution",
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starter_prompt=starter_prompt_generic,
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example_conversation_history="\n ".join(
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[
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"user: I'd like to check my account balances",
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"agent: Sure! I can help you out with that. May I have your email address and account number?",
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"user: email is bob.johnson@emailzzz.com ",
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"user_confirmed_tool_run: <user clicks confirm on FincheckAccountIsValid tool>",
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"tool_result: { 'status': account valid }",
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"agent: Great! I can tell you what the your account balances are.",
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"user_confirmed_tool_run: <user clicks confirm on FinCheckAccountBalance tool>",
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"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 }",
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"agent: Your account balances are as follows: \\n "
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"Checking: $875.40. \\n "
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"Savings: $3200.15. \\n "
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"Bitcoin: 0.1378 \\n "
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"Thanks for being a customer since 2014!",
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]
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),
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)
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goal_fin_move_money = AgentGoal(
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id="goal_fin_move_money",
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category_tag="fin",
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agent_name="Money Movement",
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agent_friendly_description="Initiate money movement.",
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tools=[
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tool_registry.financial_check_account_is_valid,
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tool_registry.financial_get_account_balances,
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tool_registry.financial_move_money,
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],
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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: "
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"1. FinCheckAccountIsValid: validate the user's account is valid"
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"2. FinCheckAccountBalance: Tell the user their account balance at the bank or financial institution"
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"3. FinMoveMoney: Initiate money movement (transfer)",
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starter_prompt=starter_prompt_generic,
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example_conversation_history="\n ".join(
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[
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"user: I'd like to transfer some money",
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"agent: Sure! I can help you out with that. May I have account number and email address?",
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"user: my account number is 11235 and my email address is matt.murdock@nelsonmurdock.com",
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"user_confirmed_tool_run: <user clicks confirm on FincheckAccountIsValid tool>",
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"tool_result: { 'status': account valid }",
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"agent: Great! Here are your account balances:",
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"user_confirmed_tool_run: <user clicks confirm on FinCheckAccountBalance tool>",
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"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 }",
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"agent: Your account balances are as follows: \\n "
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"Checking: $875.40. \\n "
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"Savings: $3200.15. \\n "
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"Bitcoint: 0.1378 \\n "
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"agent: how much would you like to move, from which account type, and to which account number?",
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"user: I'd like to move $500 from savings to account number #56789",
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"user_confirmed_tool_run: <user clicks confirm on FinMoveMoney tool>",
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"tool_result: { 'status': money movement complete, 'confirmation id': 333421, 'new_balance': $2700.15 }",
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"agent: Money movement completed! New account balance: $2700.15. Your confirmation id is 333421. ",
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]
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),
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)
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goal_fin_loan_application = AgentGoal(
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id="goal_fin_loan_application",
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category_tag="fin",
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agent_name="Easy Loan",
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agent_friendly_description="Initiate a simple loan application.",
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tools=[
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tool_registry.financial_check_account_is_valid,
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tool_registry.financial_submit_loan_approval,
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],
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description="The user wants to apply for a loan at the financial institution. To assist with that goal, help the user gather args for these tools in order: "
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"1. FinCheckAccountIsValid: validate the user's account is valid"
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"2. FinCheckAccountSubmitLoanApproval: submit the loan for approval",
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starter_prompt=starter_prompt_generic,
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example_conversation_history="\n ".join(
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[
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"user: I'd like to apply for a loan",
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"agent: Sure! I can help you out with that. May I have account number and email address to validate your account?",
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"user: account number is 11235813",
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"user_confirmed_tool_run: <user clicks confirm on FincheckAccountIsValid tool>",
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"tool_result: { 'status': account valid }",
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"agent: Great! We've validated your account. What will the loan amount be?",
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"user: I'd like a loan for $500",
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"user_confirmed_tool_run: <user clicks confirm on FinCheckAccountSubmitLoanApproval tool>",
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"tool_result: { 'status': submitted, 'detailed_status': loan application is submitted and initial validation is complete, 'confirmation id': 333421, 'next_step': You'll receive a confirmation for final approval in three business days }",
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"agent: I have submitted your loan application process and the initial validation is successful. Your application ID is 333421. You'll receive a notification for final approval from us in three business days. ",
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]
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),
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)
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finance_goals: List[AgentGoal] = [
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goal_fin_check_account_balances,
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goal_fin_move_money,
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goal_fin_loan_application,
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]
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