Agents are specialist components that handle different types of requests. Each agent has a defined purpose and a set of tools it can use. Candela routes you to the right agent based on your question.
When Candela transitions between agents, a short note appears in the conversation - for example "Transitioning to Portfolio Management Agent…” - so you always know which specialist is handling your request.
Available system agents
Welcome Agent
Routes you to the right agent, or answers general LUSID questions. This is the entry point for every conversation.
💡 Try asking:
“Help me get started.“
“What can you do?“
“I want to check my portfolio holdings.“
Portfolio Management Agent
Explores portfolios, holdings, transactions, and instruments, and works with LUSID Drive files.
💡 Try asking:
“Show me holdings in my Global Equities fund.“
“What bonds do I hold in GBP?“
“Run a valuation on UK-Fund.“
Luminesce Agent
Writes and validates Luminesce SQL queries from plain language descriptions.
💡 Try asking:
“Write a query to list all instruments in the Finbourne-Examples scope.“
“What fields are available on the Lusid.Portfolio.Holding provider?“
“What Tools providers are available?“
FINBOURNE Agent
Answers questions about FINBOURNE products, services, and support.
💡 Try asking:
“What is Luminesce?“
“How do I contact support?“
"What products does FINBOURNE offer?"