1.9 KiB
todo list
[ ] try claude-3-7-sonnet-20250219, see tool_activities.py
[x] make agent respond to name of goals and not just numbers
[x] josh to do fintech scenarios
[ ] expand tests
[ ] fintech goals
- Fraud Detection and Prevention - The AI monitors transactions across accounts, flagging suspicious activities (e.g., unusual spending patterns or login attempts) and autonomously freezing accounts or notifying customers and compliance teams.
- Personalized Financial Advice - An AI agent analyzes a customer’s financial data (e.g., income, spending habits, savings, investments) and provides tailored advice, such as budgeting tips, investment options, or debt repayment strategies.
- Portfolio Management and Rebalancing - The AI monitors a customer’s investment portfolio, rebalancing it automatically based on market trends, risk tolerance, and financial goals (e.g., shifting assets between stocks, bonds, or crypto).
[x] money movement - start money transfer
[x] todo use env vars to do connect to local or non-local [x] account balance -
[ ] new loan/fraud check/update with start
[ ] ask the ai agent how it did at the end of the conversation, was it efficient? successful? insert a search attribute to document that before return
- Insight into the agent’s performance
[ ] non-retry the api key error - "Invalid API Key provided: sk_test_**J..." and "AuthenticationError"
[ ] add visual feedback when workflow starting
[ ] figure out how to allow user to list agents at any time - like end conversation
[ ] change initial goal selection prompt to list capabilities and prompt more nicely - not a bulleted list - see how that works
[x] todo use env vars to do connect to local or non-local cloud for activities for money scenarios