Financial Data Agent

Exercise 03

Step 1. Authenticate & select

1. Add the credentials provided by the instructor to the Get API Key component to access the OpenAI API key.*

2. Pass the key as a flow variable to the OpenAI Authenticator node.

3. Use the OpenAI LLM Selector to connect to the default model.

*If you want to use your own credentials, replace the Get API Key with a Credential Configuration node and provide your OpenAI API key in the password field.

Step 3. Questions for the agent

The agent can now use the input table and send it to the tools. Try something like this in the user message

• Convert amount in the input data table to US Dollars

The agent can show the tables in the conversation. Just ask!

• Show me the table with the converted amounts.

If you want to use the output table further down in the workflow, add an output port to the Agent Chat Widget node by clicking the ⨁ button on its right. Make sure to enable re-execution.

Step 2. Let the agent use your data

The Table Creator node contains the amount of the last invoices.

1. Add an Agent Chat Widget node and provide in input

   • The tool list from the Workflow to Tool node.

   • The Table Creator. Drag the connection from this node to the Agent Chat Widget and select Data Inputsfrom the menu that appears.

2. Enable the option Show tool calls and results.

Step 4. Add more tools!

1. Open the Tools folder and finish implementing the DataTool-RetrieveOrders - a tool that produces a data table with orders for the selected month.

2. Try out the questions in step 5 in the Agent Chat Widget. Alternatively, you can try them out with the Agent Prompter node.

Step 5. Questions for the agent

The agent can now retrieve orders for a specific month. Try this user message:

• What are the orders received in April?

A table produced by a tool can be used as input for another tool. Try the following:

• Convert the price of the June orders to CHF

And even more.

• Retrieve the orders for January, convert to USD and give me the minimal value.

Note that you can add one or more output ports ⨁ to the Agent Prompter node to be able to use the output tables further down in the workflow.

Tools

List the tools from the Tool folder.