|
| 1 | +--- |
| 2 | +name: create-update-new-agent |
| 3 | +description: This skill provides instructions for creating or updating a new agent in the banking assistant project. It covers defining agent behavior, integrating with backend services, and testing the agent. |
| 4 | +license: MIT |
| 5 | +--- |
| 6 | + |
| 7 | +Follow these steps to create and integrate a new agent into the system: |
| 8 | + |
| 9 | +#### Step 1: Create the Agent File |
| 10 | + |
| 11 | +Choose the implementation version you're working with: |
| 12 | +- **Azure Chat version**: `app/backend/app/agents/azure_chat/your_agent_name.py` |
| 13 | +- **Foundry v2 version**: `app/backend/app/agents/foundry_v2/your_agent_name.py` |
| 14 | + |
| 15 | +Create a new Python file for your agent: |
| 16 | + |
| 17 | +**For Azure Chat version:** |
| 18 | +```python |
| 19 | +from agent_framework.azure import AzureOpenAIChatClient |
| 20 | +from agent_framework import Agent, MCPStreamableHTTPTool |
| 21 | +from datetime import datetime |
| 22 | +import logging |
| 23 | + |
| 24 | +logger = logging.getLogger(__name__) |
| 25 | + |
| 26 | +class YourAgentName: |
| 27 | + """ |
| 28 | + Your agent description and purpose. |
| 29 | + """ |
| 30 | + |
| 31 | + instructions = """ |
| 32 | + You are a specialized agent for [specific domain]. |
| 33 | + Your responsibilities include: |
| 34 | + - [Responsibility 1] |
| 35 | + - [Responsibility 2] |
| 36 | + - [Responsibility 3] |
| 37 | + |
| 38 | + """ |
| 39 | + |
| 40 | + name = "YourAgentName" |
| 41 | + description = "This agent handles [brief description of agent's purpose]" |
| 42 | + |
| 43 | + def __init__(self, |
| 44 | + azure_chat_client: AzureOpenAIChatClient, |
| 45 | + your_service_mcp_server_url: str): |
| 46 | + self.azure_chat_client = azure_chat_client |
| 47 | + self.your_service_mcp_server_url = your_service_mcp_server_url |
| 48 | + |
| 49 | + async def build_af_agent(self) -> Agent: |
| 50 | + """Build and return the Agent with dynamic context.""" |
| 51 | + |
| 52 | + logger.info(f"Initializing MCP server tools for {self.name}") |
| 53 | + |
| 54 | + # Use async context manager for MCP tools |
| 55 | + async with MCPStreamableHTTPTool( |
| 56 | + name="Your Service MCP client", |
| 57 | + url=self.your_service_mcp_server_url |
| 58 | + ) as your_mcp_server: |
| 59 | + |
| 60 | + return Agent( |
| 61 | + client=self.azure_chat_client, |
| 62 | + instructions=YourAgentName.instructions, |
| 63 | + name=YourAgentName.name, |
| 64 | + tools=[your_mcp_server], |
| 65 | + ) |
| 66 | +``` |
| 67 | + |
| 68 | +**For Foundry v2 version:** |
| 69 | +```python |
| 70 | +from agent_framework.azure import AzureAIClient |
| 71 | +from agent_framework import Agent, MCPStreamableHTTPTool |
| 72 | +# Similar structure but use AzureAIClient instead of AzureOpenAIChatClient |
| 73 | +``` |
| 74 | + |
| 75 | +#### Step 2: Define Agent Tools |
| 76 | + |
| 77 | +If your agent needs custom tools, create them in `app/backend/app/tools/`: |
| 78 | + |
| 79 | +```python |
| 80 | +# app/backend/app/tools/your_tool.py |
| 81 | +from typing import Annotated |
| 82 | +from agent_framework._tools import tool |
| 83 | +from pydantic import Field |
| 84 | + |
| 85 | +class YourToolHelper: |
| 86 | + """Helper class for your custom tool functionality.""" |
| 87 | + |
| 88 | + def __init__(self, dependency_service=None): |
| 89 | + """Initialize the tool helper with any required dependencies.""" |
| 90 | + self.dependency_service = dependency_service |
| 91 | + |
| 92 | + @tool |
| 93 | + def your_custom_tool( |
| 94 | + self, |
| 95 | + param1: Annotated[str, Field(description="Description of param1")], |
| 96 | + param2: Annotated[int, Field(description="Description of param2")] |
| 97 | + ) -> Annotated[dict, Field(description="Returns a dictionary with processing results")]: |
| 98 | + """Tool description for the LLM. This docstring explains what the tool does.""" |
| 99 | + # Implement tool logic |
| 100 | + result = {"status": "success", "data": f"Processed {param1} with {param2}"} |
| 101 | + return result |
| 102 | +``` |
| 103 | + |
| 104 | +**Key Points:** |
| 105 | +- Use `@tool` decorator from `agent_framework._tools` |
| 106 | +- Use `Annotated[type, Field(description="...")]` for parameters and return type |
| 107 | +- The docstring serves as the tool description for the LLM |
| 108 | +- Wrap tools in a class for better organization and dependency injection |
| 109 | + |
| 110 | +**Register the tool in the DI container:** |
| 111 | + |
| 112 | +Register your tool helper in `app/backend/app/config/container_azure_chat.py` (or `container_foundry_v2.py`): |
| 113 | + |
| 114 | +First, add the import at the top of the file: |
| 115 | +```python |
| 116 | +from app.tools.your_tool import YourToolHelper |
| 117 | +``` |
| 118 | + |
| 119 | +Then, add the tool helper as a singleton in the Container class: |
| 120 | +```python |
| 121 | +class Container(containers.DeclarativeContainer): |
| 122 | + """IoC container for application dependencies.""" |
| 123 | + |
| 124 | + # ... existing providers ... |
| 125 | + |
| 126 | + # Your custom tool helper singleton |
| 127 | + your_tool_helper = providers.Singleton( |
| 128 | + YourToolHelper, |
| 129 | + dependency_service=some_dependency # Pass any required dependencies |
| 130 | + ) |
| 131 | +``` |
| 132 | + |
| 133 | +Next, pass the tool helper to agents that need it. Update the agent provider: |
| 134 | +```python |
| 135 | +# In the Container class, update the agent that needs your tool |
| 136 | +your_agent = providers.Factory( |
| 137 | + YourAgent, |
| 138 | + azure_chat_client=_azure_chat_client, |
| 139 | + your_service_mcp_server_url=f"{settings.YOUR_SERVICE_MCP_URL}/mcp", |
| 140 | + your_tool_helper=your_tool_helper # Inject the tool helper |
| 141 | +) |
| 142 | +``` |
| 143 | + |
| 144 | +Finally, update your agent class to receive and use the tool: |
| 145 | + |
| 146 | +```python |
| 147 | +# In your_agent.py |
| 148 | +class YourAgent: |
| 149 | + def __init__(self, |
| 150 | + azure_chat_client: AzureOpenAIChatClient, |
| 151 | + your_service_mcp_server_url: str, |
| 152 | + your_tool_helper: YourToolHelper): # Add tool helper parameter |
| 153 | + self.azure_chat_client = azure_chat_client |
| 154 | + self.your_service_mcp_server_url = your_service_mcp_server_url |
| 155 | + self.your_tool_helper = your_tool_helper # Store reference |
| 156 | + |
| 157 | + async def build_af_agent(self) -> Agent: |
| 158 | + # ... MCP tool initialization ... |
| 159 | + |
| 160 | + return Agent( |
| 161 | + client=self.azure_chat_client, |
| 162 | + instructions=YourAgent.instructions, |
| 163 | + name=YourAgent.name, |
| 164 | + tools=[ |
| 165 | + your_mcp_server, |
| 166 | + self.your_tool_helper.your_custom_tool # Add tool method to tools list |
| 167 | + ], |
| 168 | + ) |
| 169 | +``` |
| 170 | + |
| 171 | +#### Step 3: Register MCP Tools (if using Business API) |
| 172 | + |
| 173 | +If your agent needs to call business APIs via MCP: |
| 174 | + |
| 175 | +1. Ensure the business API service exposes MCP tools |
| 176 | +2. Update `app/backend/app/config/settings.py` to include the MCP server URL: |
| 177 | + |
| 178 | +```python |
| 179 | +# In settings.py |
| 180 | +YOUR_SERVICE_MCP_SERVER_URL: str = Field( |
| 181 | + default="http://localhost:8081/mcp", |
| 182 | + description="Your service MCP server URL" |
| 183 | +) |
| 184 | +``` |
| 185 | + |
| 186 | +3. Load MCP tools in your agent initialization |
| 187 | + |
| 188 | +#### Step 4: Update the Dependency Injection Container |
| 189 | + |
| 190 | +**For Azure Chat version**, edit `app/backend/app/config/container_azure_chat.py`: |
| 191 | + |
| 192 | +First, add the import at the top of the file: |
| 193 | +```python |
| 194 | +from app.agents.azure_chat.your_agent_name import YourAgentName |
| 195 | +``` |
| 196 | + |
| 197 | +Then, add the agent factory in the container class: |
| 198 | +```python |
| 199 | +# Inside the Container class |
| 200 | +your_agent_name = providers.Factory( |
| 201 | + YourAgentName, |
| 202 | + azure_chat_client=_azure_chat_client, |
| 203 | + your_service_mcp_server_url=f"{settings.YOUR_SERVICE_MCP_URL}/mcp" |
| 204 | +) |
| 205 | +``` |
| 206 | + |
| 207 | +**For Foundry v2 version**, edit `app/backend/app/config/container_foundry_v2.py` similarly, but use the foundry client: |
| 208 | +```python |
| 209 | +your_agent_name = providers.Factory( |
| 210 | + YourAgentName, |
| 211 | + azure_ai_client=_azure_ai_client, |
| 212 | + your_service_mcp_server_url=f"{settings.YOUR_SERVICE_MCP_URL}/mcp" |
| 213 | +) |
| 214 | +``` |
| 215 | + |
| 216 | +#### Step 5: Update the Handoff Orchestrator |
| 217 | + |
| 218 | +Edit the handoff orchestrator to include your new agent: |
| 219 | + |
| 220 | +**File**: `app/backend/app/agents/azure_chat/handoff_orchestrator.py` (or `foundry_v2` version) |
| 221 | + |
| 222 | +1. Update the HandoffOrchestrator class to include your agent in the workflow: |
| 223 | +```python |
| 224 | +class HandoffOrchestrator: |
| 225 | + triage_instructions = """ |
| 226 | + You are a banking customer support agent triaging customer requests... |
| 227 | + |
| 228 | + # Triage rules |
| 229 | + - If request is related to [your domain], call handoff_to_YourAgentName. |
| 230 | + ... |
| 231 | + """ |
| 232 | + |
| 233 | + def __init__(self, |
| 234 | + azure_chat_client: AzureOpenAIChatClient, |
| 235 | + account_agent: AccountAgent, |
| 236 | + transaction_agent: TransactionHistoryAgent, |
| 237 | + payment_agent: PaymentAgent, |
| 238 | + your_agent_name: YourAgentName): # Add parameter |
| 239 | + self.azure_chat_client = azure_chat_client |
| 240 | + self.account_agent = account_agent |
| 241 | + self.transaction_agent = transaction_agent |
| 242 | + self.payment_agent = payment_agent |
| 243 | + self.your_agent_name = your_agent_name # Store reference |
| 244 | + self.workflow = None |
| 245 | + |
| 246 | + async def initialize(self, checkpoint_storage: CheckpointStorage): |
| 247 | + """Initialize the workflow with async operations""" |
| 248 | + triage_agent = Agent( |
| 249 | + client=self.azure_chat_client, |
| 250 | + instructions=HandoffOrchestrator.triage_instructions, |
| 251 | + name="triage_agent" |
| 252 | + ) |
| 253 | + |
| 254 | + self.workflow = ( |
| 255 | + HandoffBuilder( |
| 256 | + name="banking_assistant_handoff", |
| 257 | + participants=[ |
| 258 | + triage_agent, |
| 259 | + await self.account_agent.build_af_agent(), |
| 260 | + await self.transaction_agent.build_af_agent(), |
| 261 | + await self.payment_agent.build_af_agent(), |
| 262 | + await self.your_agent_name.build_af_agent() # Add here |
| 263 | + ], |
| 264 | + ) |
| 265 | + .with_start_agent(triage_agent) |
| 266 | + .with_termination_condition( |
| 267 | + lambda conv: sum(1 for msg in conv if msg.role == "user") >= 20 |
| 268 | + ) |
| 269 | + .with_checkpointing(checkpoint_storage) |
| 270 | + .build() |
| 271 | + ) |
| 272 | +``` |
| 273 | + |
| 274 | +2. Update the orchestrator factory in your DI container to add the new agent: |
| 275 | + |
| 276 | +**In `app/backend/app/config/container_azure_chat.py`:** |
| 277 | + |
| 278 | +```python |
| 279 | +# Update the handoff_orchestrator_chatkit factory |
| 280 | +handoff_orchestrator_chatkit = providers.Factory( |
| 281 | + HandoffOrchestratorChatKit, |
| 282 | + azure_chat_client=_azure_chat_client, |
| 283 | + account_agent=account_agent_chatkit, |
| 284 | + transaction_agent=transaction_agent_chatkit, |
| 285 | + payment_agent=payment_agent_chatkit, |
| 286 | + your_agent_name=your_agent_name # Add your new agent |
| 287 | +) |
| 288 | +``` |
| 289 | + |
| 290 | +#### Step 7: Add Tests |
| 291 | + |
| 292 | +Create a test file: `app/backend/tests/test_your_agent_chatkit.py` |
| 293 | + |
| 294 | +```python |
| 295 | +import pytest |
| 296 | +from app.agents.azure_chat.your_agent_name import YourAgentName |
| 297 | + |
| 298 | +@pytest.mark.asyncio |
| 299 | +async def test_your_agent_initialization(): |
| 300 | + """Test agent initializes correctly.""" |
| 301 | + agent = YourAgentName(model="gpt-4", tools=[]) |
| 302 | + assert agent.name == "your_agent_name" |
| 303 | + assert agent.instructions is not None |
| 304 | + |
| 305 | +``` |
| 306 | + |
| 307 | +Run tests: |
| 308 | +```bash |
| 309 | +cd app/backend |
| 310 | +uv run pytest tests/test_your_agent_chatkit.py -v |
| 311 | +``` |
| 312 | + |
| 313 | +#### Step 8: Test End-to-End |
| 314 | + |
| 315 | +1. Start the backend server: |
| 316 | + ```bash |
| 317 | + cd app/backend |
| 318 | + PROFILE=dev ENABLE_SENSITIVE_DATA=true \ |
| 319 | + uv run uvicorn app.main_chatkit_server:app --reload --port 8080 |
| 320 | + ``` |
| 321 | + |
| 322 | + Or use VSCode debugger: Select **DEV - Chatkit Backend App** and press F5 |
| 323 | + |
| 324 | +2. Start the frontend: |
| 325 | + ```bash |
| 326 | + cd app/frontend/banking-web |
| 327 | + npm run dev |
| 328 | + ``` |
| 329 | + |
| 330 | +3. Test routing to your new agent through the chat interface |
| 331 | + |
| 332 | +--- |
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