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Use this contract when an agent reads, evaluates, validates, creates, or updates formulas in CFO.ai.

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Choose the job first

There are three distinct jobs:
  1. Read: use list_formulas to inspect saved formulas.
  2. Evaluate: use evaluate_formulas for request-local calculations that must not change the model.
  3. Write: use write_formulas to create or update saved property formulas.
Do not persist a formula when the user is exploring, testing a hypothesis, or asking for an answer. Do not describe a temporary evaluation as a saved model change.

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Resolve references

Use search to resolve every property name the user mentions, including the target and referenced properties. Capture the property ID, property type, and data type. Write expressions with readable property names rather than property URIs. Use backticks and short disambiguators when needed.

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Respect scenario context

Formulas are scenario-scoped. Use the scenario from the runtime or explicit user request. If several scenarios are plausible, make an informed choice and tell the user which one was used.

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Separate condition and expression

The condition determines where the formula applies. The expression determines what it calculates. Validate both before writing.

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Verify outcomes

A syntactically valid formula can still express the wrong business rule. After a material write, read calculated values from a relevant table and compare them with the user’s stated intent.