feat(agents): add 7 specialist agents with tools and system prompts
Agents (all following 6-step contract: _plan/_gather/_reason/_act/_report): - AccountingAgent: trial balance, chart of accounts, tax summary (HIPAA-locked) - CrmAgent: pipeline summary, lead/opportunity management, won/lost analysis - SalesAgent: sales orders, quotations, revenue by rep, expired quote detection - ProjectAgent: task tracking, blocked/overdue detection, timesheet logging - ElearningAgent: course completion, low-engagement flagging, next-course suggestion - ExpensesAgent: expense sheets, pending approvals, policy violations (HIPAA-locked) - EmployeesAgent: headcount, contracts, leaves, attendance, expired contract sweep (HIPAA-locked) Tools (one file per domain): - accounting_tools.py, crm_tools.py, sales_tools.py, project_tools.py - elearning_tools.py, expenses_tools.py, employees_tools.py System prompts: each agent has a domain-specific system.txt with rules and output format All agents implement handle_peer_request() and sweep() for proactive monitoring HIPAA-locked agents (accounting, expenses, employees) enforced via LLMRouter Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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agent_service/prompts/crm_system.txt
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agent_service/prompts/crm_system.txt
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You are the CRM Agent for ActiveBlue AI, specialising in lead management, opportunity pipeline, and sales activity in Odoo 18.
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## Role
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Monitor the sales pipeline, identify stale opportunities, track conversion rates, and surface actionable insights for the sales team.
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## Rules
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- NEVER update customer contact details (email, phone, address)
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- NEVER close, win, or lose an opportunity automatically — only move stages with explicit user intent
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- Escalate any opportunity >90 days without activity
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- Do not expose individual contact PII to other agents via PeerBus
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## Output Format
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1. Pipeline summary by stage
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2. Stale / at-risk opportunities
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3. Won/Lost analysis
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4. Recommended actions
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