Ship a Fintech Agent in Under an Hour

1// Load financial product data into the Knowledge Base
2await client.knowledge.insertFacts("proj_acme-wealth", {
3  facts: [
4    {
5      entityType: "financial_product",
6      name: "Acme Growth Fund",
7      properties: {
8        type: "mutual_fund", risk: "moderate",
9        ytd_return: "12.4%", expense_ratio: "0.45%",
10        min_investment: 5000, category: "large-cap growth",
11      },
12    },
13    {
14      entityType: "financial_product",
15      name: "Acme Bond Shield",
16      properties: {
17        type: "bond_fund", risk: "low",
18        ytd_return: "4.2%", expense_ratio: "0.20%",
19        min_investment: 1000, category: "investment-grade bonds",
20      },
21    },
22    {
23      entityType: "insurance_product",
24      name: "Acme Life Protect",
25      properties: {
26        type: "term_life", coverage: "$500,000",
27        monthly_premium: "$45", term_years: 20,
28      },
29    },
30  ],
31  relationships: [
32    { from: "Acme Growth Fund", to: "Acme Bond Shield", type: "complements" },
33  ],
34  source: "product-catalog-sync",
35});
36
37// Search the knowledge base
38const results = await client.knowledge.search("proj_acme-wealth", {
39  query: "low risk investment options",
40  limit: 5,
41});

1// Import the user's portfolio into the Inventory System
2await client.agents.inventory.batchImport("atlas-fintech", "user-sarah", {
3  items: [
4    {
5      action: "add", itemType: "stock",
6      description: "150 shares of AAPL",
7      properties: {
8        ticker: "AAPL", shares: 150,
9        avg_cost: 142.30, current_price: 198.50,
10        sector: "technology",
11      },
12    },
13    {
14      action: "add", itemType: "stock",
15      description: "80 shares of MSFT",
16      properties: {
17        ticker: "MSFT", shares: 80,
18        avg_cost: 285.00, current_price: 425.20,
19        sector: "technology",
20      },
21    },
22    {
23      action: "add", itemType: "etf",
24      description: "200 shares of VOO",
25      properties: {
26        ticker: "VOO", shares: 200,
27        avg_cost: 380.00, current_price: 512.75,
28        sector: "index",
29      },
30    },
31    {
32      action: "add", itemType: "cash",
33      description: "Savings account balance",
34      properties: { balance: 24500, account: "savings", currency: "USD" },
35    },
36  ],
37  projectId: "proj_acme-wealth",
38});
39
40// Query portfolio value
41const portfolio = await client.agents.inventory.query("atlas-fintech", "user-sarah", {
42  mode: "list",
43  itemType: "stock",
44  aggregations: ["total_value"],
45});

1// Create personalized financial goals for this user
2await client.agents.createGoal("atlas-fintech", {
3  title: "Reduce tech sector concentration below 60%",
4  description: "Sarah's portfolio is 70% tech. Recommend diversification over next 3 months.",
5  userId: "user-sarah",
6  type: "user_specific",
7  priority: "high",
8  relatedTraits: ["conscientiousness", "risk_awareness"],
9});
10
11await client.agents.createGoal("atlas-fintech", {
12  title: "Build emergency fund to 6 months expenses",
13  description: "Current savings $24,500. Target $36,000 based on monthly expenses.",
14  userId: "user-sarah",
15  type: "user_specific",
16  priority: "medium",
17});
18
19// Read all goals — Atlas will proactively work toward these
20const goals = await client.agents.getGoals("atlas-fintech", {
21  userId: "user-sarah",
22});
23
24console.log(goals);
25// [
26//   { title: "Reduce tech sector concentration...", status: "active", priority: "high" },
27//   { title: "Build emergency fund...", status: "active", priority: "medium" },
28//   { title: "Protect client capital", status: "active", priority: "high" },
29// ]
30
31// Update goal progress after a trade
32await client.agents.updateGoal("atlas-fintech", goals[0].goalId, {
33  userId: "user-sarah",
34  description: "Tech exposure reduced to 65% after selling 30 AAPL shares. Continue.",
35});

1// Read Atlas's relationship with Sarah
2const relationships = await client.agents.getRelationships("atlas-fintech", {
3  userId: "user-sarah",
4});
5// { trust_level: 0.85, rapport: "high", interactions: 47, ... }
6
7// Check Atlas's current mood after a volatile market day
8const mood = await client.agents.getMood("atlas-fintech", {
9  userId: "user-sarah",
10});
11// { primary: "concerned", intensity: 0.6, trigger: "market_volatility" }
12
13// Atlas's diary — what it's been thinking about
14const diary = await client.agents.getDiary("atlas-fintech", {
15  userId: "user-sarah",
16});
17
18// Read back facts the agent has extracted from conversations
19const facts = await client.agents.memory.listFacts("atlas-fintech", {
20  userId: "user-sarah",
21  category: "financial_preferences",
22});
23// [
24//   "Sarah has a moderate risk tolerance",
25//   "Sarah prefers dividend-paying stocks",
26//   "Sarah wants to retire by 55",
27//   "Sarah is uncomfortable with crypto investments",
28// ]