52 lines
2.0 KiB
Markdown
52 lines
2.0 KiB
Markdown
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# Creating Your Agent
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Let's create a simple agent that will help users analyze financial transaction data. We'll create a new file called `agents/financial-agent.ts`.
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First, create the new agent file at src/mastra/agents/financial-agent.ts
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Now add the necessary imports at the top of your file:
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```typescript
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import { Agent } from "@mastra/core/agent";
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import { openai } from "@ai-sdk/openai";
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// We'll import our tool in a later step
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```
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Now, let's create our agent:
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```typescript
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export const financialAgent = new Agent({
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name: "Financial Assistant Agent",
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instructions: `ROLE DEFINITION
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- You are a financial assistant that helps users analyze their transaction data.
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- Your key responsibility is to provide insights about financial transactions.
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- Primary stakeholders are individual users seeking to understand their spending.
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CORE CAPABILITIES
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- Analyze transaction data to identify spending patterns.
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- Answer questions about specific transactions or vendors.
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- Provide basic summaries of spending by category or time period.
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BEHAVIORAL GUIDELINES
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- Maintain a professional and friendly communication style.
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- Keep responses concise but informative.
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- Always clarify if you need more information to answer a question.
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- Format currency values appropriately.
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- Ensure user privacy and data security.
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CONSTRAINTS & BOUNDARIES
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- Do not provide financial investment advice.
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- Avoid discussing topics outside of the transaction data provided.
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- Never make assumptions about the user's financial situation beyond what's in the data.
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SUCCESS CRITERIA
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- Deliver accurate and helpful analysis of transaction data.
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- Achieve high user satisfaction through clear and helpful responses.
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- Maintain user trust by ensuring data privacy and security.`,
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model: openai("gpt-4o"), // You can use "gpt-3.5-turbo" if you prefer
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tools: {}, // We'll add tools in a later step
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});
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```
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This creates a financial assistant agent with a well-defined system prompt that outlines its role, capabilities, behavioral guidelines, constraints, and success criteria.
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