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MngAddAIAgent

POST ai/agent

Creates an agent: which model answers, with what instructions, which tools it may use and how much it may spend per day. The brand comes from the session.

Access Control

Allowed: admin. global: true is accepted from a super administrator only.

Request

POST request
POST https://{broker_domain}/ai/agent
Authorization: <JWT_TOKEN>
Content-Type: application/json

{
  "name": "Client assistant",
  "model": "anthropic/claude-sonnet-4.5",
  "modeChat": false,
  "modeClient": true,
  "systemPrompt": "You help clients of the broker in the trading terminal.",
  "toolNames": ["get_account_balance", "get_open_trades"],
  "dailyCostLimit": 5
}
{
  "command": "MngAddAIAgent",
  "extID": "1",
  "data": { "name": "Client assistant", "model": "anthropic/claude-sonnet-4.5", "modeClient": true }
}
const agent = await platform.MngAddAIAgent({ name: 'Client assistant', model, modeClient: true });

Parameters

Parameter Type Description
name string Required, up to 128 characters, unique inside the brand
model string Required. Model id from MngGetAIModels
description string Up to 512 characters
enabled bool Default true
modeChat bool May answer employees
modeClient bool May answer clients in the terminal. Default false
modeWorkflow bool May generate notifications from events
fallbackModels array Models to try if the primary one fails
systemPrompt string Up to 20 000 characters
temperature float 0 to 2
maxTokens int 0 means the model's own limit
toolNames array White list of tools. Empty means no tools at all
knowledgeScopes array Knowledge sections the agent may use
dailyRequestLimit, dailyTokenLimit, dailyCostLimit number Daily caps; 0 disables a cap
global bool Super administrator only: the agent becomes visible to every brand

The three modes are independent on purpose. An agent written for the backoffice has an internal prompt and access to other people's accounts, so it must not become a client assistant by accident.

Response Data

The created agent, in the shape returned by MngGetAIAgentsByFilter.

Errors

Code Error Description
400 AI_INVALID_DATA An agent with this name already exists in the brand, or a field is out of range
403 AI_ACCESS_DENIED Not an administrator, or global requested without super administrator rights