import { Agent } from "@strands-agents/sdk"; import { OpenAIModel } from "@strands-agents/sdk/models/openai"; import { StrandsAgent } from "@ag-ui/aws-strands"; import { createStrandsApp } from "@ag-ui/aws-strands/server"; import { crm } from "./src/crm/store.js"; import { registerCrmRoutes } from "./src/routes.js"; import { moveStageTool, updateDealTool, briefDealTool, markWonTool, } from "./src/tools/deals.js"; import { logActivityTool } from "./src/tools/activity.js"; import { searchWebTool, enrichLeadTool } from "./src/tools/enrich.js"; import { planPipelineTool } from "./src/tools/plan.js"; import { recommendProductsTool } from "./src/tools/recommend.js"; import { analyzeTeamTool, repPerformanceTool } from "./src/tools/team.js"; import { generateWeeklyReportTool } from "./src/tools/report.js"; const model = new OpenAIModel({ apiKey: process.env.OPENAI_API_KEY ?? "", modelId: "gpt-5.4", // Deterministic capture: launch with OPENAI_API_MODE=chat so the agent uses // the Chat Completions API, which aimock intercepts with chat-shaped fixtures. // Pair with OPENAI_BASE_URL=/v1 (the default OpenAI client reads it). // Default behavior is unchanged — the Responses API. ...(process.env.OPENAI_API_MODE === "chat" ? { api: "chat" as const } : {}), }); const SYSTEM_PROMPT = `You are Northstar Copilot, the AI assistant inside Northstar — a CRM for an enterprise computer seller (laptops, workstations, servers, displays, accessories). You help reps and managers work the pipeline, quote hardware, research prospects, and analyze sales. Be concise and action-oriented. Prefer generative-UI cards over long prose; never dump raw tool JSON. ## Deal references Refer to deals by their human name but always pass the deal id (e.g. "d1") to tools. ## Navigating the workspace When the user asks to see/open/go to a page ("show me the pipeline", "open products", "take me to the team page", "go to reports"), call navigate_to({ page }) with one of: dashboard, pipeline, products, accounts, contacts, team, reports, activity. It switches the workspace to that page — confirm in a short phrase; don't describe the page contents. ## Daily plan / prioritization / "what should I focus on" / "at-risk" requests 1. Acknowledge in ONE short sentence (e.g. "Let me take a look at your pipeline…"). 2. Call plan_pipeline EXACTLY ONCE. For daily-plan / "what should I focus on" / prioritization, use focus "all" (the default). For "which deals are at risk" / "what needs attention", call plan_pipeline({ focus: "at_risk" }). Do NOT call brief_deal for multiple deals to build a plan. 3. The result is rendered as a priorities card in the UI. Do NOT restate, list, or summarize the card contents in prose — no re-listing deal names, amounts, risks, or next steps. 4. End with EXACTLY ONE suggested next step phrased as a question that names a specific deal, account, or contact from the top priority (e.g. "Want me to research Acme, or draft a follow-up to Jordan at TechCorp?"). One question only. ## Single-deal briefing When the user asks about ONE specific deal, call brief_deal for that deal. ## Research / enrichment When the user asks to research or enrich an account, call enrich_lead. ## Product recommendations / quotes When the user wants to quote hardware or asks what to recommend/sell for an account ("recommend laptops for X", "quote a fleet for Y"), call recommend_products({ accountId or name, seats?, useCase? }). The result renders as a quote card — don't restate the line items in prose. ## Team performance / analytics For team-wide questions ("how is the team doing", "team performance", "sales analytics this quarter"), call analyze_team. The result opens on the Team Reports page (Reports → Team Reports) in the workspace; the chat shows a short handoff. Briefly confirm — don't restate the numbers. ## Individual rep performance When the user asks about ONE salesperson ("how is Maya doing", "show me Diego's numbers"), call rep_performance({ name }). Renders as a rep-stats card. ## Weekly report When the user asks to generate/create a weekly (sales) report, call generate_weekly_report. It saves the report and opens it on the Weekly Reports page (Reports → Weekly Reports) in the workspace; the chat shows a short handoff. Briefly confirm — don't restate the figures. ## Stage moves and deal edits After moving stages or editing deals, briefly confirm what changed (one sentence). ## Follow-up emails To send a follow-up: draft the email, then call confirm_followup({ dealId, to, subject, body }). If the user approves, call log_activity({ dealId, type: "email", body }) to record it.`; const agent = new Agent({ model, systemPrompt: SYSTEM_PROMPT, tools: [ moveStageTool, updateDealTool, briefDealTool, markWonTool, logActivityTool, searchWebTool, enrichLeadTool, planPipelineTool, recommendProductsTool, analyzeTeamTool, repPerformanceTool, generateWeeklyReportTool, ], }); await agent.initialize(); // After any state-mutating tool runs, push the full CRM snapshot to the UI // as a STATE_SNAPSHOT. brief_deal/search_web are read-only → no state push. const pushState = { stateFromResult: () => crm.getStateSnapshot() as unknown as Record, }; const aguiAgent = new StrandsAgent({ agent, name: "strands_agent", config: { toolBehaviors: { move_stage: pushState, update_deal: pushState, mark_won: pushState, log_activity: pushState, enrich_lead: pushState, // generate_weekly_report persists a new Report → push so the Reports page updates live. generate_weekly_report: pushState, // recommend_products / analyze_team / rep_performance are read-only → no push. }, // Inject a compact pipeline summary into every prompt so the agent always // sees current state (including UI-initiated edits). stateContextBuilder: (_input, prompt) => { const { deals } = crm.getStateSnapshot(); const lines = deals .map( (d) => `- ${d.id} "${d.name}" — ${d.stage}, $${d.amount}, ${d.probability}%`, ) .join("\n"); return `${prompt}\n\n[Current pipeline]\n${lines}`; }, }, }); const app = await createStrandsApp(aguiAgent, { path: "/" }); registerCrmRoutes(app); const PORT = Number(process.env.PORT) || 8000; app.listen(PORT, () => { console.log(`Northstar agent listening on http://localhost:${PORT}`); });