temporal-ai-agent/todo.md

# todo list
[ ] try claude-3-7-sonnet-20250219, see [tool_activities.py](./activities/tool_activities.py) <br />
[x] make agent respond to name of goals and not just numbers <br />
[x] josh to do fintech scenarios <br />
[ ] expand [tests](./tests/agent_goal_workflow_test.py)<br />

[ ] fintech goals <br />
- 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.<br />
- 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.<br />
- 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).<br />
[x] money movement - start money transfer <br />
[x] todo use env vars to do connect to local or non-local
[x] account balance - <br />
[ ] new loan/fraud check/update with start <br />


[ ] 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 <br />
- Insight into the agent’s performance <br />

[ ] non-retry the api key error - "Invalid API Key provided: sk_test_**J..." and "AuthenticationError" <br />

[ ] add visual feedback when workflow starting <br />
[ ] figure out how to allow user to list agents at any time - like end conversation <br />

[ ] 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