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ec716e698f5beb7fbdbf171386723d40301a72af
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2 Commits

Author SHA1 Message Date
Carlos Escalante
ec716e698f Exclude SALARY and DEPOSITO from agent recent-transactions tool
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Details 
The 'last N transactions' answer was including salary deposits, which the
user reads as expense activity. Filter income types out at the query level.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 22:55:53 -06:00
Carlos Escalante
7f602a67af Add Microsoft Agent Framework assistant with read-only tools 
Wires up an OpenAI-backed MAF agent that exposes WealthySmart
data through tool calls (recent transactions, cycle summary,
analytics, pensions). Pulls in agent-framework + AG-UI adapter
+ OpenAI client deps.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
 2026-04-29 22:01:50 -06:00