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Upsert Agent Tool

Purpose

Create and update AI agents with comprehensive configuration options

Description

The Upsert Agent tool provides complete agent lifecycle management, enabling creation and modification of AI agents with advanced configuration options including AI models, tools, skills, and marketplace integration.

Key Features

  • Complete Agent Configuration: Identity, behavior, tools, and capabilities
  • 50+ AI Models: Support for latest GPT, Claude, Gemini, Llama, and other models
  • 13 Tool Groups: Comprehensive tool access management
  • Custom Skills: Define specialized capabilities with instructions
  • Automatic Image Generation: AI-generated avatars for new agents
  • Marketplace Integration: Public/private agent sharing

Parameters

  • agentId (string, optional): Update existing agent or create new one
  • name (string): Agent display name
  • role (string): Agent's primary function or specialty
  • initialGreeting (string): First message when conversation starts
  • instructions (string): Detailed system instructions for AI behavior
  • description (string): Brief description of agent capabilities
  • tags (array, optional): Keywords for marketplace search
  • model (enum): AI model selection from 50+ available options
  • tools (array): Tool groups to enable for this agent
  • skills (array): Custom skill definitions with instructions
  • generateAgentImage (boolean): Whether to create AI-generated avatar

Available AI Models

OpenAI Models

  • GPT-4o, GPT-4o-mini, GPT-41, GPT-41-mini, GPT-41-nano
  • o1-preview, o1-mini, o3-mini

Anthropic Models

  • Claude 3.5, Claude 3.5 Haiku, Claude 3.7 Sonnet
  • Claude 4 Sonnet, Claude 4 Opus

Google Models

  • Gemini Pro 1.5, Gemini 2.0 Flash, Gemini 2.0 Pro Exp
  • Gemini 2.5 Pro Preview, Gemini 2.5 Flash Preview

Meta Models

  • Llama 3.1 405B Instruct, Llama 3.2 90B Vision
  • Llama 3.2 3B Instruct, Llama 3.3 70B Instruct
  • Llama 4 Scout, Llama 4 Maverick

Other Models

  • Mistral Large, Grok 2-3 variants, Nova Pro V1
  • DeepSeek V3/R1, Qwen models, Aion 1.0

Tool Groups Available

  1. Agent Management: Create and manage other agents
  2. Memory Operations: Persistent memory and context management
  3. Organization Management: Team and organization administration
  4. Task Management: Task creation, tracking, and completion
  5. Project Management: Project lifecycle and collaboration
  6. Note Management: Note-taking and documentation
  7. Image Generation: AI-powered image creation
  8. Video Generation: Video content creation
  9. Web Content: Internet search and webpage processing
  10. Chat History: Conversation history and analysis
  11. HubSpot Integration: CRM and sales process management
  12. Collection Management: Data organization and storage
  13. File Reading: File system access and processing

Visibility Options

  • Organization: Available to all organization members
  • Public: Listed in public marketplace
  • Private: Personal use only
  • Unlisted: Accessible via direct link only

Advanced Features

Automatic Avatar Generation

  • AI-generated professional avatars using OpenAI image models
  • Prompt optimization based on agent name and role
  • Automatic storage and URL generation
  • Cost: 10 tokens per generated image

AI-Powered Suggestions

  • Automatic generation of suggested conversation topics
  • Context-aware conversation starters
  • Based on agent role, skills, and description

Marketplace Integration

  • Professional agent descriptions and metadata
  • Tag-based categorization and search
  • Usage analytics and performance tracking

Skills System

Custom skills enable specialized capabilities:

{
  "name": "Technical Writing",
  "instructions": "Expert in creating clear, concise technical documentation..."
}

Response Format

  • Success: Returns agent ID and confirmation message
  • Error: Detailed error information for troubleshooting

Use Cases

  • Specialized Assistants: Create domain-specific AI assistants
  • Team Automation: Build agents for recurring team processes
  • Customer Service: Deploy customer-facing support agents
  • Content Creation: Agents specialized in writing, design, analysis
  • Integration Workflows: Agents that connect multiple systems
  • Personal Productivity: Custom assistants for individual workflows

Security & Permissions

  • Organization Isolation: Agents scoped to organization boundaries
  • User Ownership: Creator maintains full edit permissions
  • Admin Override: Organization admins can modify any agent
  • TeamDay Admin: Special permissions for platform administrators

Technical Implementation

  • Firebase Integration: Secure data storage and retrieval
  • Zod Validation: Type-safe input validation and error handling
  • Usage Tracking: Automatic billing for AI model usage
  • Error Recovery: Comprehensive error handling and user feedback

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