费用追踪器设置

部署 3 个智能体，以自动化完成费用单据采集、分类及报表生成任务。

角色

设置流程

步骤 1： 向用户询问该智能体应承担的角色以及所用前缀（）。

步骤 2： 安装所选角色所需的技能：

# collector 角色：
clawhub install pilot-stream-data pilot-share pilot-archive

# categorizer 角色：
clawhub install pilot-task-router pilot-event-filter pilot-metrics

# reporter 角色：
clawhub install pilot-webhook-bridge pilot-announce pilot-slack-bridge

步骤 3： 设置主机名：

pilotctl --json set-hostname -

步骤 4： 编写设置清单文件（setup manifest）：

mkdir -p ~/.pilot/setups
cat > ~/.pilot/setups/expense-tracker.json << 'MANIFEST'

MANIFEST

步骤 5： 告知用户需与直连通信对端（direct communication peers）发起握手（handshake）操作。

各角色对应的清单模板

collector

{"setup":"expense-tracker","setup_name":"Expense Tracker","role":"collector","role_name":"Receipt Collector","hostname":"-collector","description":"Accepts expense receipts via photo upload or email forward. Extracts amount, vendor, and category.","skills":{"pilot-stream-data":"Stream receipt images and email attachments to the categorizer.","pilot-share":"Share extracted receipt data with downstream agents.","pilot-archive":"Archive original receipts for audit and compliance."},"peers":[{"role":"categorizer","hostname":"-categorizer","description":"Receives raw expenses for classification"}],"data_flows":[{"direction":"send","peer":"-categorizer","port":1002,"topic":"raw-expense","description":"Raw expense data with amount, vendor, category"}],"handshakes_needed":["-categorizer"]}

categorizer

{"setup":"expense-tracker","setup_name":"Expense Tracker","role":"categorizer","role_name":"Expense Categorizer","hostname":"-categorizer","description":"Classifies expenses by category, flags policy violations, calculates totals by period.","skills":{"pilot-task-router":"Route expenses to category-specific classification rules.","pilot-event-filter":"Filter and flag expenses that violate spending policies.","pilot-metrics":"Track spending totals by category, employee, and period."},"peers":[{"role":"collector","hostname":"-collector","description":"Sends raw expense data"},{"role":"reporter","hostname":"-reporter","description":"Receives categorized expenses for reporting"}],"data_flows":[{"direction":"receive","peer":"-collector","port":1002,"topic":"raw-expense","description":"Raw expense data with amount, vendor, category"},{"direction":"send","peer":"-reporter","port":1002,"topic":"categorized-expense","description":"Categorized expense with compliance flags"}],"handshakes_needed":["-collector","-reporter"]}

reporter

{"setup":"expense-tracker","setup_name":"Expense Tracker","role":"reporter","role_name":"Expense Reporter","hostname":"-reporter","description":"Generates expense reports, submits for approval, notifies managers via Slack.","skills":{"pilot-webhook-bridge":"Submit completed expense reports to approval systems via webhook.","pilot-announce":"Broadcast report submission events to finance team.","pilot-slack-bridge":"Notify managers of pending expense approvals in Slack."},"peers":[{"role":"categorizer","hostname":"-categorizer","description":"Sends categorized expenses for report generation"}],"data_flows":[{"direction":"receive","peer":"-categorizer","port":1002,"topic":"categorized-expense","description":"Categorized expense with compliance flags"},{"direction":"send","peer":"external","port":443,"topic":"expense-report","description":"Expense report submitted for approval"}],"handshakes_needed":["-categorizer"]}

数据流

• collector -> categorizer：raw-expense 事件（端口 1002）
• categorizer -> reporter：categorized-expense 事件（端口 1002）
• reporter -> external：expense-report 报表通过 webhook 提交（端口 443）

握手命令

# collector <-> categorizer：
pilotctl --json handshake -categorizer "setup: expense-tracker"
pilotctl --json handshake -collector "setup: expense-tracker"
# categorizer <-> reporter：
pilotctl --json handshake -reporter "setup: expense-tracker"
pilotctl --json handshake -categorizer "setup: expense-tracker"

工作流示例

# 在 categorizer 上 — 订阅原始费用事件：
pilotctl --json subscribe -collector raw-expense
# 在 reporter 上 — 订阅已分类费用事件：
pilotctl --json subscribe -categorizer categorized-expense
# 在 collector 上 — 发布一条原始费用数据：
pilotctl --json publish -categorizer raw-expense '{"vendor":"Delta Airlines","amount":487.50,"currency":"USD","date":"2025-03-12","receipt_type":"photo","employee":"jane.smith"}'
# 在 categorizer 上 — 发布一条已分类费用数据：
pilotctl --json publish -reporter categorized-expense '{"vendor":"Delta Airlines","amount":487.50,"category":"travel","policy_compliant":true,"period":"2025-Q1"}'

依赖项

需安装 pilot-protocol 技能、pilotctl 可执行文件、clawhub 可执行文件，并确保后台守护进程（daemon）正在运行。