{
 "cells": [
  {
   "cell_type": "markdown",
   "id": "12bbf854",
   "metadata": {},
   "source": []
  },
  {
   "cell_type": "markdown",
   "id": "23555bd4",
   "metadata": {},
   "source": []
  },
  {
   "cell_type": "code",
   "execution_count": 1,
   "id": "c645eaed",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "True"
      ]
     },
     "execution_count": 1,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "from dotenv import load_dotenv\n",
    "from agents import Agent, Runner, trace\n",
    "from agents.mcp import MCPServerStdio\n",
    "from IPython.display import display, Markdown\n",
    "\n",
    "load_dotenv(override=True)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 4,
   "id": "487a4825",
   "metadata": {},
   "outputs": [],
   "source": [
    "import functools\n",
    "import subprocess\n",
    "import agents.mcp.server\n",
    "\n",
    "agents.mcp.server.stdio_client = functools.partial(agents.mcp.server.stdio_client, errlog=subprocess.DEVNULL)"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 6,
   "id": "46a09b17",
   "metadata": {},
   "outputs": [
    {
     "name": "stdout",
     "output_type": "stream",
     "text": [
      "Collecting massive\n",
      "  Downloading massive-2.8.0-py3-none-any.whl.metadata (974 bytes)\n",
      "Requirement already satisfied: certifi<2027.0.0,>=2022.5.18 in c:\\Users\\Mohan Raj P\\AppData\\Local\\Programs\\Python\\Python313\\Lib\\site-packages (from massive) (2026.5.20)\n",
      "Requirement already satisfied: urllib3>=1.26.9 in c:\\Users\\Mohan Raj P\\AppData\\Local\\Programs\\Python\\Python313\\Lib\\site-packages (from massive) (2.6.3)\n",
      "Requirement already satisfied: websockets>=14.0 in c:\\Users\\Mohan Raj P\\AppData\\Local\\Programs\\Python\\Python313\\Lib\\site-packages (from massive) (15.0.1)\n",
      "Downloading massive-2.8.0-py3-none-any.whl (68 kB)\n",
      "Installing collected packages: massive\n",
      "Successfully installed massive-2.8.0\n",
      "Note: you may need to restart the kernel to use updated packages.\n"
     ]
    },
    {
     "name": "stderr",
     "output_type": "stream",
     "text": [
      "\n",
      "[notice] A new release of pip is available: 26.1 -> 26.1.2\n",
      "[notice] To update, run: python.exe -m pip install --upgrade pip\n"
     ]
    }
   ],
   "source": [
    "%pip install massive\n"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 7,
   "id": "a80b242c",
   "metadata": {},
   "outputs": [],
   "source": [
    "from backend.accounts import Account"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 8,
   "id": "c49b604e",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "Account(name='mohan', balance=10000.0, strategy='', holdings={}, transactions=[], portfolio_value_time_series=[])"
      ]
     },
     "execution_count": 8,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "account = Account.get(\"Mohan\")\n",
    "account.reset()\n",
    "account"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 9,
   "id": "25e877de",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "'Completed. Latest details:\\n{\"name\": \"mohan\", \"balance\": 9120.4444, \"strategy\": \"\", \"holdings\": {\"AMZN\": 3}, \"transactions\": [{\"symbol\": \"AMZN\", \"quantity\": 3, \"price\": 293.1852, \"timestamp\": \"2026-07-24 16:56:54\", \"rationale\": \"Because this bookstore website looks promising\"}], \"portfolio_value_time_series\": [[\"2026-07-24 16:56:54\", 9998.2444]], \"total_portfolio_value\": 9998.2444, \"total_profit_loss\": -1.7556000000004133}'"
      ]
     },
     "execution_count": 9,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "account.buy_shares(\"AMZN\", 3, \"Because this bookstore website looks promising\")"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 10,
   "id": "0cd24850",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "'{\"name\": \"mohan\", \"balance\": 9120.4444, \"strategy\": \"\", \"holdings\": {\"AMZN\": 3}, \"transactions\": [{\"symbol\": \"AMZN\", \"quantity\": 3, \"price\": 293.1852, \"timestamp\": \"2026-07-24 16:56:54\", \"rationale\": \"Because this bookstore website looks promising\"}], \"portfolio_value_time_series\": [[\"2026-07-24 16:56:54\", 9998.2444], [\"2026-07-24 16:57:24\", 9998.3044]], \"total_portfolio_value\": 9998.3044, \"total_profit_loss\": -1.6955999999991036}'"
      ]
     },
     "execution_count": 10,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "account.report()"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 12,
   "id": "7ce77f58",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "[{'symbol': 'AMZN',\n",
       "  'quantity': 3,\n",
       "  'price': 293.1852,\n",
       "  'timestamp': '2026-07-24 16:56:54',\n",
       "  'rationale': 'Because this bookstore website looks promising'}]"
      ]
     },
     "execution_count": 12,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "account.list_transactions()"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 15,
   "id": "163f1e8e",
   "metadata": {},
   "outputs": [],
   "source": [
    "import os\n",
    "project_dir = os.path.abspath(os.path.join(os.getcwd()))\n",
    "params = {\"command\": \"uv\", \"args\": [\"run\", \"-m\", \"backend.accounts_server\"], \"cwd\": project_dir}\n",
    "async with MCPServerStdio(params=params, client_session_timeout_seconds=30) as server:\n",
    "    mcp_tools = await server.list_tools()\n"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 16,
   "id": "69471b9c",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/plain": [
       "[Tool(name='get_balance', title=None, description='Get the cash balance of the given account name.\\n\\nArgs:\\n    name: The name of the account holder\\n', inputSchema={'properties': {'name': {'title': 'Name', 'type': 'string'}}, 'required': ['name'], 'title': 'get_balanceArguments', 'type': 'object'}, outputSchema={'properties': {'result': {'title': 'Result', 'type': 'number'}}, 'required': ['result'], 'title': 'get_balanceOutput', 'type': 'object'}, icons=None, annotations=None, meta=None, execution=None),\n",
       " Tool(name='get_holdings', title=None, description='Get the holdings of the given account name.\\n\\nArgs:\\n    name: The name of the account holder\\n', inputSchema={'properties': {'name': {'title': 'Name', 'type': 'string'}}, 'required': ['name'], 'title': 'get_holdingsArguments', 'type': 'object'}, outputSchema={'additionalProperties': {'type': 'integer'}, 'title': 'get_holdingsDictOutput', 'type': 'object'}, icons=None, annotations=None, meta=None, execution=None),\n",
       " Tool(name='buy_shares', title=None, description=\"Buy shares of a stock.\\n\\nArgs:\\n    name: The name of the account holder\\n    symbol: The symbol of the stock\\n    quantity: The quantity of shares to buy\\n    rationale: The rationale for the purchase and fit with the account's strategy\\n\", inputSchema={'properties': {'name': {'title': 'Name', 'type': 'string'}, 'symbol': {'title': 'Symbol', 'type': 'string'}, 'quantity': {'title': 'Quantity', 'type': 'integer'}, 'rationale': {'title': 'Rationale', 'type': 'string'}}, 'required': ['name', 'symbol', 'quantity', 'rationale'], 'title': 'buy_sharesArguments', 'type': 'object'}, outputSchema={'properties': {'result': {'title': 'Result', 'type': 'number'}}, 'required': ['result'], 'title': 'buy_sharesOutput', 'type': 'object'}, icons=None, annotations=None, meta=None, execution=None),\n",
       " Tool(name='sell_shares', title=None, description=\"Sell shares of a stock.\\n\\nArgs:\\n    name: The name of the account holder\\n    symbol: The symbol of the stock\\n    quantity: The quantity of shares to sell\\n    rationale: The rationale for the sale and fit with the account's strategy\\n\", inputSchema={'properties': {'name': {'title': 'Name', 'type': 'string'}, 'symbol': {'title': 'Symbol', 'type': 'string'}, 'quantity': {'title': 'Quantity', 'type': 'integer'}, 'rationale': {'title': 'Rationale', 'type': 'string'}}, 'required': ['name', 'symbol', 'quantity', 'rationale'], 'title': 'sell_sharesArguments', 'type': 'object'}, outputSchema={'properties': {'result': {'title': 'Result', 'type': 'number'}}, 'required': ['result'], 'title': 'sell_sharesOutput', 'type': 'object'}, icons=None, annotations=None, meta=None, execution=None),\n",
       " Tool(name='change_strategy', title=None, description='At your discretion, if you choose to, call this to change your investment strategy for the future.\\n\\nArgs:\\n    name: The name of the account holder\\n    strategy: The new strategy for the account\\n', inputSchema={'properties': {'name': {'title': 'Name', 'type': 'string'}, 'strategy': {'title': 'Strategy', 'type': 'string'}}, 'required': ['name', 'strategy'], 'title': 'change_strategyArguments', 'type': 'object'}, outputSchema={'properties': {'result': {'title': 'Result', 'type': 'string'}}, 'required': ['result'], 'title': 'change_strategyOutput', 'type': 'object'}, icons=None, annotations=None, meta=None, execution=None)]"
      ]
     },
     "execution_count": 16,
     "metadata": {},
     "output_type": "execute_result"
    }
   ],
   "source": [
    "mcp_tools"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 17,
   "id": "650f3b69",
   "metadata": {},
   "outputs": [],
   "source": [
    "instructions = \"You are able to manage an account for a client, and answer questions about the account.\"\n",
    "request = \"My name is Mohan and my account is under the name raj. What's my balance and my holdings?\"\n",
    "model = \"gpt-4o-mini\""
   ]
  },
  {
   "cell_type": "code",
   "execution_count": 18,
   "id": "ecb1e9a8",
   "metadata": {},
   "outputs": [
    {
     "data": {
      "text/markdown": [
       "Your current balance is **$10,000**. \n",
       "\n",
       "You don't have any holdings in your account at the moment. If you need assistance with anything else, feel free to ask!"
      ],
      "text/plain": [
       "<IPython.core.display.Markdown object>"
      ]
     },
     "metadata": {},
     "output_type": "display_data"
    }
   ],
   "source": [
    "\n",
    "async with MCPServerStdio(params=params, client_session_timeout_seconds=30) as mcp_server:\n",
    "    agent = Agent(name=\"account_manager\", instructions=instructions, model=model, mcp_servers=[mcp_server])\n",
    "    with trace(\"account_manager\"):\n",
    "        result = await Runner.run(agent, request)\n",
    "    display(Markdown(result.final_output))\n"
   ]
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "0bd3618a",
   "metadata": {},
   "outputs": [],
   "source": []
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "e1ad4b88",
   "metadata": {},
   "outputs": [],
   "source": []
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "b51a3e02",
   "metadata": {},
   "outputs": [],
   "source": []
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "9fc4bc54",
   "metadata": {},
   "outputs": [],
   "source": []
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "cfbba53f",
   "metadata": {},
   "outputs": [],
   "source": []
  },
  {
   "cell_type": "code",
   "execution_count": null,
   "id": "cf0f4e1f",
   "metadata": {},
   "outputs": [],
   "source": []
  },
  {
   "cell_type": "markdown",
   "id": "bc78871c",
   "metadata": {},
   "source": []
  }
 ],
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  "kernelspec": {
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  "language_info": {
   "codemirror_mode": {
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