Tool Reference

Tool Catalog¶

A comprehensive reference of all tools available in the toolstore. Tools provide agents with capabilities to perform actions, retrieve data, and interact with external systems.

Authentication

Identity verification, MFA, and B2B authentication

Jump to Authentication
Banking

Account info, transactions, cards, and profiles

Jump to Banking
Fraud Detection

Transaction analysis, disputes, and card blocking

Jump to Fraud
Insurance

FNOL claims, policy queries, and subrogation

Jump to Insurance
Escalation

Human transfer, callbacks, and complaints

Jump to Escalation
Handoffs

Agent-to-agent transfers with context

Jump to Handoffs

How Tools Work¶

sequenceDiagram participant User participant Agent participant Registry participant Tool participant Backend User->>Agent: "What's my balance?" Agent->>Registry: get_account_summary Registry->>Tool: Resolve executor Tool->>Backend: Query Cosmos DB Backend-->>Tool: Account data Tool-->>Agent: {success: true, accounts: [...]} Agent->>User: "Your checking balance is $5,432.10"

Key Concepts

Tools are shared — Any agent can use any tool by adding it to their tools: list
Declarative binding — Reference by name in YAML, no code changes needed
Tag-based discovery — Tools are tagged for filtering (e.g., fraud, banking, handoff)
Async executors — All tools use async functions for non-blocking I/O

Authentication¶

Tools for verifying caller identity and multi-factor authentication.

Location: registries/toolstore/auth.py Tags: auth, mfa, insurance, b2b

verify_client_identity¶

Verify caller's identity using name and last 4 digits of SSN.

ParametersResponseExample Usage

Parameter	Type	Required	Description
`full_name`	string	Yes	Caller's full legal name
`ssn_last_4`	string	Yes	Last 4 digits of SSN

{
    "success": True,
    "authenticated": True,
    "client_id": "alice_brown_ab",
    "caller_name": "Alice Brown",
    "message": "Identity verified for Alice Brown",
    "data_source": "cosmos"  # or "mock"
}

# In agent YAML
tools:
  - verify_client_identity

Data Sources

This tool queries Cosmos DB first, then falls back to mock data for testing. The data_source field indicates which was used.

send_mfa_code¶

Send a 6-digit verification code to the customer's registered contact method.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`method`	string	No	Delivery method: `sms`, `voice`, or `email` (default: `sms`)

{
    "success": True,
    "code_sent": True,
    "method": "sms",
    "message": "Verification code sent via sms.",
    "_demo_code": "123456"  # Only in demo mode
}

verify_mfa_code¶

Verify the MFA code provided by the customer.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`code`	string	Yes	6-digit verification code

{
    "success": True,
    "verified": True,
    "message": "Verification successful. You're now authenticated."
}

resend_mfa_code¶

Resend MFA code if the customer didn't receive it. Wrapper around send_mfa_code.

verify_cc_caller¶

Verify a Claimant Carrier (CC) representative's access to claim information for B2B subrogation calls.

ParametersResponse

Parameter	Type	Required	Description
`claim_number`	string	Yes	Claim number (e.g., `CLM-2024-001234`)
`company_name`	string	Yes	Insurance company the caller represents
`caller_name`	string	Yes	Name of the CC representative

{
    "success": True,
    "claim_exists": True,
    "cc_verified": True,
    "claim_number": "CLM-2024-001234",
    "cc_company": "Contoso Insurance",
    "caller_name": "Jane Smith",
    "claimant_name": "John Doe",
    "loss_date": "2024-01-15",
    "message": "Verified. Jane Smith from Contoso Insurance accessing claim CLM-2024-001234."
}

Retry Logic

Returns retry_allowed: true on failure. Retry up to 3 times before escalating to human.

Banking¶

Tools for account information, transactions, cards, and customer profiles.

Core Account Tools¶

Location: registries/toolstore/banking/banking.py Tags: banking, profile, account, transactions

get_user_profile¶

Retrieve customer profile including account info, preferences, and relationship tier.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier

{
    "success": True,
    "profile": {
        "client_id": "alice_brown_ab",
        "full_name": "Alice Brown",
        "institution_name": "Contoso Bank",
        "customer_intelligence": {
            "relationship_context": {
                "relationship_tier": "Silver",
                "client_since": "2022-06-01"
            },
            # ... additional profile data
        }
    },
    "data_source": "cosmos"
}

Best Practice

Call this immediately after identity verification to personalize the conversation.

get_account_summary¶

Get summary of customer's accounts including balances, account numbers, and routing info.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier

{
    "success": True,
    "accounts": [
        {
            "type": "checking",
            "balance": 5432.10,
            "available": 5432.10,
            "account_number_last4": "4567",
            "routing_number": "021000021"
        },
        {
            "type": "savings",
            "balance": 12500.00,
            "available": 12500.00,
            "account_number_last4": "8901",
            "routing_number": "021000021"
        }
    ]
}

get_recent_transactions¶

Get recent transactions for customer's primary account.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`limit`	integer	No	Max transactions to return (default: 10)

{
    "success": True,
    "transactions": [
        {
            "date": "2026-01-20",
            "merchant": "Starbucks",
            "amount": 18.50,
            "is_foreign_transaction": False,
            "fee_breakdown": {}
        },
        {
            "date": "2026-01-15",
            "merchant": "Hotel Paris",
            "amount": 245.00,
            "is_foreign_transaction": True,
            "location": "Paris, France",
            "fee_breakdown": {"foreign_fee": 7.35}
        }
    ],
    "data_source": "cosmos"
}

Card Products & Applications¶

Tags: banking, cards, esign, eligibility

search_card_products¶

Search available credit card products based on preferences.

ParametersResponse

Parameter	Type	Required	Description
`preferences`	string	Yes	What they want (e.g., "travel", "cash back")
`customer_profile`	string	No	Customer tier and spending info
`spending_categories`	array	No	Categories like `travel`, `dining`, `groceries`

{
    "success": True,
    "cards": [
        {
            "product_id": "travel-rewards-001",
            "name": "Travel Rewards Card",
            "annual_fee": 95,
            "foreign_transaction_fee": 0,
            "rewards_rate": "3x on travel, 2x on dining",
            "_score": 8,
            "_foreign_fee_free": True
        }
        # ... more cards
    ],
    "best_match": "travel-rewards-001",
    "no_foreign_fee_cards": ["travel-rewards-001", "premium-rewards-001"]
}

get_card_details¶

Get detailed information about a specific card product.

Parameters

Parameter	Type	Required	Description
`product_id`	string	Yes	Card product ID (e.g., `travel-rewards-001`)
`query`	string	No	Specific question about the card

evaluate_card_eligibility¶

Evaluate if a customer is pre-approved or eligible for a specific credit card.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`card_product_id`	string	Yes	Card product to evaluate

{
    "success": True,
    "eligibility_status": "PRE_APPROVED",  # or APPROVED_WITH_REVIEW, PENDING_VERIFICATION
    "eligibility_score": 85,
    "credit_limit": 15000,
    "card_name": "Travel Rewards Card",
    "can_proceed_to_agreement": True,
    "next_step": "send_card_agreement",
    "customer_tier": "Gold",
    "card_last4": "4521"
}

Session Storage

Eligibility results are stored in session-scoped Redis to ensure consistent values across the application flow.

send_card_agreement¶

Send cardholder agreement email with verification code for e-signature.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`card_product_id`	string	Yes	Card product ID

{
    "success": True,
    "email_sent": True,
    "verification_code": "847291",
    "email": "alice@example.com",
    "card_name": "Travel Rewards Card",
    "expires_in_hours": 24
}

verify_esignature¶

Verify the e-signature code provided by customer.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`verification_code`	string	Yes	6-digit code from email

finalize_card_application¶

Complete card application after e-signature verification.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`card_product_id`	string	Yes	Card product ID

{
    "success": True,
    "approved": True,
    "card_number_last4": "4521",
    "card_name": "Travel Rewards Card",
    "credit_limit": 15000,
    "physical_delivery": "3-5 business days",
    "digital_wallet_ready": True,
    "confirmation_email_sent": True
}

search_credit_card_faqs¶

Search credit card FAQ knowledge base for information about APR, fees, benefits, eligibility, and rewards.

Parameters

Parameter	Type	Required	Description
`query`	string	Yes	Search query (e.g., "APR", "foreign fees")
`card_name`	string	No	Filter by card name
`top_k`	integer	No	Max results (default: 3)

refund_fee¶

Process a fee refund for the customer as a courtesy.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`amount`	number	Yes	Amount to refund
`transaction_id`	string	No	ID of the fee transaction
`reason`	string	No	Reason for refund

Confirmation Required

Only call after customer explicitly approves the refund.

Investment Tools¶

Location: registries/toolstore/banking/investments.py Tags: banking, investments, retirement, rollover

get_account_routing_info¶

Get routing numbers for direct deposit setup.

get_401k_details¶

Get 401(k) balance, contributions, and vesting information.

get_retirement_accounts¶

Get summary of all retirement accounts.

get_rollover_options¶

Get 401(k) rollover options with pros/cons.

calculate_tax_impact¶

Calculate tax implications of rollover scenarios.

Fraud Detection¶

Tools for fraud analysis, suspicious activity, and emergency card actions.

Location: registries/toolstore/fraud.py Tags: fraud, analysis, alerts, dispute, emergency, cards

analyze_recent_transactions¶

Analyze customer's recent transactions for fraud patterns, unusual activity, or anomalies.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`days_back`	integer	No	Days to analyze (default: 30)

{
    "success": True,
    "analysis": {
        "period_days": 30,
        "total_transactions": 87,
        "flagged_count": 2,
        "overall_risk_score": 0.85,
        "risk_level": "high",
        "flagged_transactions": [
            {
                "id": "TXN-SUSP-001",
                "merchant": "CRYPTO EXCHANGE XYZ",
                "amount": 2500.00,
                "risk_score": 0.92,
                "flags": ["unusual_amount", "high_risk_merchant", "foreign_ip"]
            }
        ]
    }
}

check_suspicious_activity¶

Check if there's been any suspicious activity or fraud alerts on the account.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier

create_fraud_case¶

Create a new fraud investigation case for disputed transactions.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`dispute_reason`	string	Yes	Why customer is disputing
`transaction_ids`	array	No	List of disputed transaction IDs
`customer_statement`	string	No	Customer's statement about the fraud

{
    "success": True,
    "case_id": "FRD-20260124-4521",
    "status": "open",
    "next_steps": [
        "Investigation will complete within 10 business days",
        "Provisional credit may be issued within 5 business days",
        "You'll receive email updates on case progress"
    ]
}

block_card_emergency¶

Emergency Action

Immediately block customer's card. Use when fraud is confirmed or strongly suspected.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`reason`	string	Yes	Reason for blocking
`card_last4`	string	No	Last 4 digits of card

Irreversible

Card blocking is immediate and cannot be undone. A new card must be issued.

ship_replacement_card¶

Order a replacement card after blocking.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`expedited`	boolean	No	Rush delivery (1-2 days vs 5-7)
`ship_to_address`	string	No	Alternate shipping address

report_lost_stolen_card¶

Report a card as lost or stolen. Immediately blocks the card and initiates replacement.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`lost_or_stolen`	string	Yes	`lost` or `stolen`
`card_last4`	string	No	Last 4 digits of card
`last_legitimate_use`	string	No	When/where card was last used

create_transaction_dispute¶

Create a formal dispute for unauthorized or incorrect transactions.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`dispute_type`	string	Yes	Type: `unauthorized`, `duplicate`, `incorrect_amount`, `merchandise_not_received`, `other`
`description`	string	Yes	Description of the issue
`transaction_ids`	array	No	Transaction IDs to dispute

send_fraud_case_email¶

Send confirmation email with fraud case details to customer.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`case_id`	string	Yes	Fraud case ID
`include_steps`	boolean	No	Include next steps (default: true)

provide_fraud_education¶

Provide customer with fraud prevention education and tips.

ParametersResponse

Parameter	Type	Required	Description
`fraud_type`	string	Yes	Type: `card_fraud`, `phishing`, `account_takeover`, `identity_theft`, `general`

{
    "success": True,
    "fraud_type": "card_fraud",
    "prevention_tips": [
        "Never share your card details over phone or email unless you initiated contact",
        "Review statements regularly for unfamiliar transactions",
        "Enable transaction alerts on your mobile app",
        "Use virtual card numbers for online shopping"
    ],
    "additional_resources": {
        "security_center": "https://bank.com/security",
        "fraud_reporting": "1-800-FRAUD"
    }
}

Insurance¶

Tools for insurance claims, policy management, and subrogation.

FNOL (First Notice of Loss)¶

Location: registries/toolstore/insurance/fnol.py Tags: insurance, fnol, claims

record_fnol¶

Record a First Notice of Loss claim with full incident details.

ParametersResponse

Parameter	Type	Required	Description
`policy_id`	string	Yes	Policy identifier
`incident_description`	string	Yes	Description of what happened
`loss_date`	string	Yes	Date of incident
`loss_location`	string	Yes	Location of incident
`driver_info`	object	No	Driver information
`vehicle_info`	object	No	Vehicle details

{
    "success": True,
    "claim_id": "CLM-2026-001234",
    "status": "filed",
    "next_steps": [
        "Adjuster will contact you within 24 hours",
        "Gather photos of damage if available",
        "Save any repair estimates"
    ]
}

handoff_to_general_info_agent¶

Route non-claim inquiries to the general information agent.

Policy Management¶

Location: registries/toolstore/insurance/policy.py Tags: insurance, policy

get_policy_details¶

Retrieve detailed policy information.

Parameters

Parameter	Type	Required	Description
`policy_id`	string	Yes	Policy identifier

get_coverage_summary¶

Get coverage breakdown for a policy.

update_policy_contact¶

Update contact information on a policy.

Subrogation¶

Location: registries/toolstore/insurance/subro.py Tags: insurance, subrogation

check_subro_status¶

Check status of a subrogation case.

Parameters

Parameter	Type	Required	Description
`claim_id`	string	Yes	Claim identifier

update_subro_info¶

Add information to an existing subrogation case.

Escalation¶

Tools for escalating calls to humans, emergencies, or call centers.

Location: registries/toolstore/escalation.py Tags: escalation, transfer, emergency, callback, complaint

escalate_human¶

Transfer call to a human agent with context.

ParametersResponse

Parameter	Type	Required	Description
`reason`	string	Yes	Why escalation is needed
`department`	string	No	Target: `general`, `fraud`, `loans`, `investments`, `complaints`, `retention`
`context_summary`	string	No	Summary for the human agent
`priority`	string	No	`normal`, `high`, or `urgent`

{
    "success": True,
    "escalation_initiated": True,
    "department": "fraud",
    "priority": "high",
    "estimated_wait": "2-4 minutes",
    "reference_id": "ESC-20260124153045"
}

escalate_emergency¶

Emergency Escalation

Critical situation escalation for fraud in progress, security threats, or safety concerns.

ParametersResponse

Parameter	Type	Required	Description
`emergency_type`	string	Yes	Type: `fraud_in_progress`, `security_threat`, `safety_concern`, `elder_abuse`, `other`
`description`	string	Yes	Description of the emergency
`client_id`	string	No	Customer identifier if known

{
    "success": True,
    "emergency_escalation": True,
    "priority": "critical",
    "immediate_response": True,
    "actions_taken": [
        "Priority alert sent to emergency response team",
        "Account flagged for immediate review",
        "Supervisor notified"
    ]
}

transfer_call_to_call_center¶

Cold transfer to call center queue.

Parameters

Parameter	Type	Required	Description
`reason`	string	Yes	Reason for transfer
`queue_id`	string	No	Target queue identifier

schedule_callback¶

Schedule a callback from a human agent at a specific time.

Parameters

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`reason`	string	Yes	Reason for callback
`phone_number`	string	No	Phone number to call back
`preferred_time`	string	No	Preferred callback time
`department`	string	No	Department to schedule with

submit_complaint¶

Submit a formal complaint on behalf of the customer.

ParametersResponse

Parameter	Type	Required	Description
`client_id`	string	Yes	Customer identifier
`complaint_type`	string	Yes	Type: `service`, `fees`, `product`, `employee`, `policy`, `other`
`description`	string	Yes	Detailed description
`desired_resolution`	string	No	What customer wants

{
    "success": True,
    "complaint_submitted": True,
    "case_id": "CMP-20260124-0001",
    "response_timeframe": "3-5 business days",
    "escalation_path": "If not resolved, can escalate to executive relations"
}

Compliance & Regulatory¶

Tools for compliance checks, KYC, AML, and regulatory requirements.

Location: registries/toolstore/compliance.py Tags: compliance, kyc, aml, audit, documents, restrictions

get_client_data¶

Retrieve compliance data including KYC status, AML, sanctions, and PEP status.

check_compliance_status¶

Check specific compliance status: KYC, AML, sanctions, PEP, or general.

search_knowledge_base¶

Search regulations, policies, procedures, and guidance.

log_compliance_event¶

Log audit trail events for KYC updates, document receipts, exceptions, or escalations.

request_document¶

Request compliance documents with secure upload link.

apply_account_restriction¶

Apply account restrictions like trading suspension, withdrawal limits, or account freeze.

Call Control¶

Tools for telephony operations and call handling.

Call Transfer¶

Location: registries/toolstore/call_transfer.py Tags: call_transfer, telephony

transfer_call_to_destination¶

Transfer call to external phone number or SIP endpoint.

Parameters

Parameter	Type	Required	Description
`destination`	string	Yes	Phone number or SIP URI
`transfer_type`	string	No	`cold`, `warm`, or `blind`
`context_summary`	string	No	Summary for warm transfers

Voicemail¶

Location: registries/toolstore/voicemail.py Tags: voicemail, call_control

detect_voicemail_and_end_call¶

Detect voicemail greeting/beep and handle appropriately.

confirm_voicemail_and_end_call¶

Confirm voicemail message was left and end the call.

Customer Intelligence¶

Tools for customer 360 data and personalization.

get_customer_intelligence¶

Location: registries/toolstore/customer_intelligence.py Tags: banking, customer_data, personalization

Retrieve comprehensive customer 360 data including relationship context, account status, communication preferences, active alerts, and segment classification.

generate_personalized_greeting¶

Location: registries/toolstore/personalized_greeting.py Tags: banking, greeting, personalization

Generate contextual greeting considering relationship tier, communication style, account health, and alerts.

Knowledge & RAG¶

Tools for knowledge retrieval and semantic search.

search_knowledge_base¶

Location: registries/toolstore/knowledge_base.py Tags: knowledge_base, search, rag

Semantic search across knowledge collections with fallback to keyword matching.

Parameters

Parameter	Type	Required	Description
`query`	string	Yes	Search query
`collection`	string	No	`general`, `products`, `policies`, `faq`

Handoffs¶

Special tools that transfer conversations between agents. All handoff tools are registered with is_handoff=True.

Location: registries/toolstore/handoffs.py Tags: handoff

Silent Handoffs

Handoffs should be silent — the agent calls the tool immediately without announcing "Let me transfer you". The target agent greets the customer naturally.

How Handoffs Work¶

# Handoff tools return a specific payload
{
    "handoff": True,                      # Signals handoff to orchestrator
    "target_agent": "FraudAgent",         # Agent to transfer to
    "message": "",                        # Empty = silent handoff
    "handoff_summary": "Fraud investigation requested",
    "handoff_context": {
        "client_id": "alice_brown_ab",
        "reason": "Suspicious transaction reported"
    }
}

Available Handoff Tools¶

Tool	Target Agent	Use Case
`handoff_concierge`	Concierge	Return to main concierge
`handoff_fraud_agent`	FraudAgent	Fraud investigation
`handoff_investment_advisor`	InvestmentAdvisor	Investment advice
`handoff_compliance_desk`	ComplianceDesk	Compliance review
`handoff_auth_agent`	AuthAgent	Identity verification
`handoff_claims_specialist`	ClaimsSpecialist	Insurance claims
`handoff_fnol_agent`	FNOLAgent	First Notice of Loss
`handoff_policy_advisor`	PolicyAdvisor	Policy questions
`handoff_subro_agent`	SubroAgent	Subrogation handling
`handoff_card_recommendation`	CardRecommendation	Credit card suggestions

Transfer Agency¶

Tools for institutional DRIP (Dividend Reinvestment Plan) clients.

Location: registries/toolstore/transfer_agency.py Tags: transfer_agency, drip, liquidation, auth

get_drip_positions¶

Get institutional client holdings including symbols, shares, prices, and cost basis.

calculate_liquidation_proceeds¶

Calculate proceeds from liquidation including estimated taxes and net proceeds.

verify_institutional_identity¶

Verify institutional client using client code, authorization code, and caller name.

Adding Tools to an Agent¶

Reference tools by name in your agent's YAML configuration:

# registries/agentstore/agents/my-agent.yaml
name: MyAgent
tools:
  - verify_client_identity    # Authentication
  - get_account_summary       # Banking
  - get_recent_transactions   # Banking
  - escalate_human            # Escalation fallback
  - handoff_fraud_agent       # Fraud handoff

The agent will have access to these tools during conversation. The LLM decides when to call each tool based on user intent.

Tool Response Format¶

All tools return a consistent structure:

{
    "success": True,           # Was the operation successful?
    "message": "...",          # Human-readable summary
    # ... additional data specific to the tool
}

For errors:

{
    "success": False,
    "message": "client_id is required."
}

Tool Reference

Tool Catalog¶

Quick Navigation¶

How Tools Work¶

Authentication¶

verify_client_identity¶

send_mfa_code¶

verify_mfa_code¶

resend_mfa_code¶

verify_cc_caller¶

Banking¶

Core Account Tools¶

get_user_profile¶

get_account_summary¶

get_recent_transactions¶

Card Products & Applications¶

search_card_products¶

get_card_details¶

evaluate_card_eligibility¶

send_card_agreement¶

verify_esignature¶

finalize_card_application¶

search_credit_card_faqs¶

refund_fee¶

Investment Tools¶

get_account_routing_info¶

get_401k_details¶

get_retirement_accounts¶

get_rollover_options¶

calculate_tax_impact¶

Fraud Detection¶

analyze_recent_transactions¶

check_suspicious_activity¶

create_fraud_case¶

block_card_emergency¶

ship_replacement_card¶

report_lost_stolen_card¶

create_transaction_dispute¶

send_fraud_case_email¶

provide_fraud_education¶

Insurance¶

FNOL (First Notice of Loss)¶

record_fnol¶

handoff_to_general_info_agent¶

Policy Management¶

get_policy_details¶

get_coverage_summary¶

update_policy_contact¶

Subrogation¶

check_subro_status¶

update_subro_info¶

Escalation¶

escalate_human¶

escalate_emergency¶

transfer_call_to_call_center¶

schedule_callback¶

submit_complaint¶

Compliance & Regulatory¶

get_client_data¶

check_compliance_status¶

search_knowledge_base¶

log_compliance_event¶

request_document¶

apply_account_restriction¶

Call Control¶

Call Transfer¶

transfer_call_to_destination¶

Voicemail¶

detect_voicemail_and_end_call¶

confirm_voicemail_and_end_call¶

Customer Intelligence¶

get_customer_intelligence¶

generate_personalized_greeting¶

Knowledge & RAG¶

search_knowledge_base¶

Handoffs¶

How Handoffs Work¶

Available Handoff Tools¶

Transfer Agency¶

get_drip_positions¶