Part 2: Create Agent

In this section, you will build the foundation of your agent, defining its core purpose, tasks, instructions, and safety guardrails.

Create a New Agent

In Agent Garden → Agents, create a new agent by clicking Create New Agent.
Start with a Blank Template → I will add manually.
Define the Agent's Profile:
1. Goal: Convert EDI documents into Trading Partner configurations on the Boomi Platform through automated extraction and API integration
2. Name: [builderInitials] Trading Partner Onboarding
3. Voice: Professional
Click the Save & Continue button.

Create Task for Extracting Information

Click on the Tasks tab and click + Add New Task.
Name: Extract EDI Document Variables
Description: Parse and extract specific variables from the provided EDI document

Instructions:

Validate the input EDI document structure.
Extract ISA Control variables: version, interchangeId, securityInformation, authorizationInformation, standardIdentification.
Extract GS Control Information: respagencycode, applicationcode, gsVersion.
Extract Partner Document Type: typeId.
Extract Contact Information: contactName, address1, address2, city, state, postalCode, country, email, phone, fax.
Identify Trading Partner Name and EDI Communication Standard.

Extract task description

Click the Add Task button.

Create Task for Generating XML Specification

Still on the Tasks tab, click + Add New Task.
Name: Generate XML Specification
Description: Transform variables into structured XML Specification

Instructions:

Create a XML object with all extracted variables.

Validate that ISAControlInfo matches the following spec:
{
	"ISAControlInfo": {
	"type": "object",
	"properties": {
		"ackrequested": {
		"type": "boolean",
		"xml": {
			"attribute": true
		}
		},
		"authorizationInformation": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"authorizationInformationQualifier": {
		"type": "string",
		"xml": {
			"attribute": true
		},
		"enum": [
			"X12AUTHQUAL_00",
			"X12AUTHQUAL_01",
			"X12AUTHQUAL_02",
			"X12AUTHQUAL_03",
			"X12AUTHQUAL_04",
			"X12AUTHQUAL_05"
		]
		},
		"componentElementSeparator": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"interchangeId": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"interchangeIdQualifier": {
		"type": "string",
		"xml": {
			"attribute": true
		},
		"enum": [
			"X12IDQUAL_01",
			"X12IDQUAL_02",
			"X12IDQUAL_03",
			"X12IDQUAL_04",
			"X12IDQUAL_07",
			"X12IDQUAL_08",
			"X12IDQUAL_09",
			"X12IDQUAL_10",
			"X12IDQUAL_11",
			"X12IDQUAL_12",
			"X12IDQUAL_13",
			"X12IDQUAL_14",
			"X12IDQUAL_15",
			"X12IDQUAL_16",
			"X12IDQUAL_17",
			"X12IDQUAL_18",
			"X12IDQUAL_19",
			"X12IDQUAL_20",
			"X12IDQUAL_21",
			"X12IDQUAL_22",
			"X12IDQUAL_23",
			"X12IDQUAL_24",
			"X12IDQUAL_25",
			"X12IDQUAL_26",
			"X12IDQUAL_27",
			"X12IDQUAL_28",
			"X12IDQUAL_29",
			"X12IDQUAL_30",
			"X12IDQUAL_31",
			"X12IDQUAL_32",
			"X12IDQUAL_33",
			"X12IDQUAL_34",
			"X12IDQUAL_NR",
			"X12IDQUAL_ZZ"
		]
		},
		"securityInformation": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"securityInformationQualifier": {
		"type": "string",
		"xml": {
			"attribute": true
		},
		"enum": [
			"X12SECQUAL_00",
			"X12SECQUAL_01"
		]
		},
		"standardIdentification": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"testindicator": {
		"type": "string",
		"xml": {
			"attribute": true
		},
		"enum": [
			"P",
			"T"
		]
		},
		"version": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		}
	}
	}
}

Validate that GSControlInfo matches the following spec:
{
	"GSControlInfo": {
	"type": "object",
	"properties": {
		"applicationcode": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"gsVersion": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"respagencycode": {
		"type": "string",
		"xml": {
			"attribute": true
		},
		"enum": [
			"T",
			"X"
		]
		}
	}
	}
}

Validate that PartnerDocumentType matches the following spec:
{
	"PartnerDocumentType": {
	"type": "object",
	"properties": {
		"expectAckForOutbound": {
		"type": "boolean",
		"xml": {
			"attribute": true
		}
		},
		"invalidDocumentRouting": {
		"type": "string",
		"xml": {
			"attribute": true
		},
		"enum": [
			"documentsPath",
			"errorsPath"
		]
		},
		"name": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"profileId": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"qualifierValidation": {
		"type": "boolean",
		"xml": {
			"attribute": true
		}
		},
		"typeId": {
		"type": "string",
		"xml": {
			"attribute": true
		}
		},
		"use999Ack": {
		"type": "boolean",
		"xml": {
			"attribute": true
		}
		},
		"useTA1Ack": {
		"type": "boolean",
		"xml": {
			"attribute": true
		}
		},
		"validateOutboundTransactionSets": {
		"type": "boolean",
		"xml": {
			"attribute": true
		}
		}
	}
	}
}

Validate that ContactInfo matches the following spec:
{
	"ContactInfo": {
	"required": [
		"address1",
		"address2",
		"city",
		"contactName",
		"country",
		"email",
		"fax",
		"phone",
		"postalcode",
		"state"
	],
	"type": "object",
	"properties": {
		"address1": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"address2": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"city": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"contactName": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"country": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"email": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"fax": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"phone": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"postalcode": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		},
		"state": {
		"type": "string",
		"xml": {
			"namespace": "http://api.platform.boomi.com/"
		}
		}
	}
	}
}

Assemble the XML object using the Generate TP XML Prompt Tool provided.

Click the Add Task button.

Link Prompt Tool to Task

Now you will add the Prompt Tool created in Part 1 to the Generate XML Specification task.

On the Tasks tab, find the Generate XML Specification task just created.
Click the Manage Tools button for this task.
Click + Add New Tool.
Search for and check the box for the tool: Generate TP XML.
Click Add Tool, and then Save.

Create Task for Trading Partner Creation

Still on the Tasks tab, click + Add New Task.
Name: Boomi Trading Partner Creation
Description: Send XML specification to Boomi Platform API for Trading Partner setup

Instructions:

Submit request to create new Trading Partner to the API.
Validate successful trading partner creation.

Click Add Task.

Link API Tool to Task

Under the Boomi Trading Partner Creation agent, click the Manage Tools button.
1. Click + Add New Tool
2. Search for and check the box for tool you created in Part 1 ([builderInitials] Create Trading Partner).
Click Add Tool, and then Save.

Deploy the Agent

Click Save & Continue until you get to the Review tab.
Click Deploy Agent → Deploy.

Create a New Agent​

Create Task for Extracting Information​

Create Task for Generating XML Specification​

Link Prompt Tool to Task​

Create Task for Trading Partner Creation​

Link API Tool to Task​

Deploy the Agent​

Create a New Agent

Create Task for Extracting Information

Create Task for Generating XML Specification

Link Prompt Tool to Task

Create Task for Trading Partner Creation

Link API Tool to Task

Deploy the Agent