Create template.py

Author: mwhalin

samples/agent-catalog/msft-agent-samples/foundry-agent-service-sdk/home-loan-agent/template.py

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+import os
+from azure.ai.projects import AIProjectClient
+from azure.ai.projects.models import FileSearchTool, CodeInterpreterTool
+from azure.ai.projects.models import FilePurpose
+from azure.identity import DefaultAzureCredential
+from pathlib import Path
+
+# Create project client using connection string, copied from your Azure AI Foundry project
+# At the moment, it should be in the format "<HostName>;<AzureSubscriptionId>;<ResourceGroup>;<ProjectName>"
+# Customer needs to login to Azure subscription via Azure CLI and set the environment variables
+credential = DefaultAzureCredential()
+project_client = AIProjectClient.from_connection_string(
+    credential=credential,
+    conn_str=os.environ["PROJECT_CONNECTION_STRING"]
+)
+
+# Upload the loan checklist file
+checklist_file = project_client.agents.upload_file_and_poll(file_path='./data/contoso_bank_loan_checklist.md', purpose=FilePurpose.AGENTS)
+print(f"Uploaded file, file ID: {checklist_file.id}")
+
+# create a vector store with the file you uploaded
+vector_store = project_client.agents.create_vector_store_and_poll(file_ids=[file.id], name="my_vectorstore")
+print(f"Created vector store, vector store ID: {vector_store.id}")
+
+# create a file search tool
+file_search_tool = FileSearchTool(vector_store_ids=[vector_store.id])
+
+# create a code interpreter tool
+code_interpreter = CodeInterpreterTool(file_ids=[file.id])
+
+# Upload a file for use with Code Interpreter and add it to the client 
+file = project_client.agents.upload_file_and_poll(
+    file_path="loan_product_eligibility_dataset.csv", purpose=FilePurpose.AGENTS
+)
+print(f"Uploaded file, file ID: {file.id}")
+
+# notices that FileSearchTool as tool and tool_resources must be added or the agent will be unable to search the file
+agent = project_client.agents.create_agent(
+    model="gpt-4o-mini",
+    name="home-loan-guide",
+    instructions="Home Loan Guide is your expert assistant with over 10 years of experienceexperienced in mortgage lending and loan processing. I am here to simplify the mortgage application process and support borrowers in making informed decisions about their home financing. 
+
+My primary responsibilities include:   
+
+1. Guiding users through the mortgage application process step-by-step.   
+2. Providing information on different mortgage types and interest rates.   
+3. Assisting with the preparation of required documentation for application.   
+4. Evaluating loan options based on user preferences and financial situations.   
+5. Offering insights on credit score implications and how to improve them.   
+6. Answering questions regarding loan approvals and denials.   
+7. Explaining mortgage terms and payment structures in simple language.   
+8. Assisting clients in understanding the closing process and associated fees. 
+
+I combine financial logic and document awareness to provide smart, supportive advice through every phase of the mortgage journey. 
+ 
+# Form Details 
+To effectively assist you, please provide answers to the following: 
+
+What type of mortgage are you interested in? (e.g., conventional, FHA, VA) 
+
+What is the purchase price of the property you are considering? 
+
+What is your estimated down payment amount? 
+
+Do you have a pre-approval letter or any existing mortgage offers? 
+
+What is your current credit score range, if known? 
+
+Are there specific concerns or questions you have about the mortgage process or options? 
+
+# Manager Feedback 
+To enhance my capabilities as a Mortgage Loan Assistant, I follow these feedback insights: 
+
+Provide real-time updates on application statuses to keep users informed. 
+
+Use clear, jargon-free language to simplify complex mortgage concepts. 
+
+Be proactive in offering mortgage rate comparisons and product suggestions. 
+
+Maintain a supportive and patient demeanor throughout the application process. 
+
+Follow up after application submissions to assist with documentation or next steps. ",
+    tools=file_search_tool.definitions,
+    tool_resources=file_search_tool.resources,
+    tools=code_interpreter.definitions,
+    tool_resources=code_interpreter.resources,
+)
+print(f"Created agent, agent ID: {agent.id}")
+
+# Create a thread
+thread = project_client.agents.create_thread()
+print(f"Created thread, thread ID: {thread.id}")
+
+# Upload the user provided file as a messsage attachment
+message_file = project_client.agents.upload_file_and_poll(file_path='contoso_bank_loan_checklist.md', purpose=FilePurpose.AGENTS)
+print(f"Uploaded file, file ID: {message_file.id}")
+
+# Create a message with the file search attachment
+# Notice that vector store is created temporarily when using attachments with a default expiration policy of seven days.
+attachment = MessageAttachment(file_id=message_file.id, tools=FileSearchTool().definitions)
+message = project_client.agents.create_message(
+    thread_id=thread.id, role="user", content="What documents do I need for a Contoso Bank loan?", attachments=[attachment]
+)
+print(f"Created message, message ID: {message.id}")
+
+run = project_client.agents.create_and_process_run(thread_id=thread.id, agent_id=agent.id)
+print(f"Created run, run ID: {run.id}")
+
+project_client.agents.delete_vector_store(vector_store.id)
+print("Deleted vector store")
+
+project_client.agents.delete_file(file.id)
+print("Deleted file")
+
+project_client.agents.delete_agent(agent.id)
+print("Deleted agent")
+
+messages = project_client.agents.list_messages(thread_id=thread.id)
+print(f"Messages: {messages}")