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Finance Agent

The maintained finance showcase is examples/pydantic/finance_agent.py.

It is the main example for:

  • a direct module-level Agent(...), AdapterConfig(...), and configured acp_agent surface
  • PrepareToolsBridge mode shaping
  • structured native plan generation
  • approval-gated writes with FileSystemProjectionMap
  • file-backed ACP session persistence

Why This Example Exists

Older examples in this repo split these ideas across separate files. That made the codebase noisy and kept coverage low in files that were too small to justify keeping around.

finance_agent.py intentionally keeps those ACP surfaces together in one realistic workflow:

  • ask mode for read-only inspection
  • plan mode for ACP-native structured plans
  • trade mode for approval-gated note updates

Run It

uv run python -m examples.pydantic.finance_agent

By default the example uses TestModel. Set ACP_FINANCE_MODEL when you want a live model.

Remote ACP hosting path:

acpkit serve examples.pydantic.finance_agent:acp_agent --host 0.0.0.0 --port 8080
acpkit run --addr ws://127.0.0.1:8080/acp/ws

Key Patterns

  • the module exports agent, config, acp_agent, and main; use acp_agent when CLI or remote hosting must preserve the custom configuration
  • FinancePlanPersistenceProvider writes ACP plans into agent_demos/finance-agent/plans/
  • PrepareToolsBridge keeps ask, plan, and trade behaviors explicit instead of scattering them across separate examples
  • FileSystemProjectionMap turns note reads and writes into rich ACP diffs
  • NativeApprovalBridge keeps mutating writes truthfully approval-gated