Novior.MentorAgent.Declarative 1.3.1

Novior.MentorAgent.Declarative

New package IDs. From 1.0.0 the packages, their namespaces and their assemblies are Novior.MentorAgent.*; up to 1.0.0-rc.15 they were MentorAgent.*. See Migrating from the MentorAgent.* packages in the Novior.MentorAgent README.

Optional package. Install it only if you want to define specialist agents in YAML files instead of C# classes. Everything MentorAgent does works without it.

Define a Level-2 specialist in a text file, drop it next to your application, and the assistant can hand off to it — no new class, no [MentorAgent] attribute, no recompile of the agent's behaviour.

Built on the Agent Framework's declarative agent factory (Microsoft.Agents.AI.Declarative).

Package Family

Table of Contents

• What it does
• Getting started
• The YAML format
  • Two format details that cost an afternoon
• Tools: named, not defined
• Security — a definition file is code
• When to use YAML and when to use C#
• Loading definitions from somewhere else
• Configuration options
  • ConfigurationSection — exposing configuration to a definition
• How to test it
• Why a separate package
• Requirements
• Related Packages
• License

What it does

MentorAgent's three-level agent model has a coordinator (L1) that can hand off to specialists (L2). Normally a specialist is a C# class:

[MentorAgent(Name = "ShippingAgent", Description = "Answers questions about deliveries")]
public class ShippingAgent                      // register it: builder.Services.AddScoped<ShippingAgent>();
{
    [MentorAction(Description = "Looks up a tracking number")]   // tool name: get_tracking
    public string GetTracking(int orderId) => /* … */;
}

This package adds a second way to declare the agent — its name, its instructions, its model settings and which tools it may use — as a file:

kind: Prompt
name: ShippingAgent
description: Answers questions about deliveries and shipping costs
instructions: |
  You handle shipping questions only. Use the available tools to look up real orders;
  never invent a tracking number. If the question is not about shipping, say so and stop.
model:
  options:
    temperature: 0.2
tools:
  - kind: function
    name: get_order_status
  - kind: function
    name: get_all_orders

Both kinds end up in the same handoff graph, so route_to_specialist reaches them identically and the user cannot tell which is which.

Getting started

Installation

dotnet add package Novior.MentorAgent.Declarative

Registration

using Novior.MentorAgent.Declarative;   // AddMentorAgentDeclarative
using Novior.MentorAgent.Extensions;    // AddMentorAgent

builder.Services.AddMentorAgentDeclarative(o => o.Directory = "Agents");

builder.Services.AddMentorAgent(o =>
{
    o.ChatClient     = chatClient;
    o.AppName        = "ShopFlow";
    o.ScanAssemblies = [typeof(Program).Assembly];
});

Order does not matter — MentorAgent asks every registered agent source while it builds a coordinator. A coordinator is built lazily for each session scope (each Blazor circuit, each SignalR connection to Novior.MentorAgent.Server, each SSE request), on its first message, or once at startup when WarmUpAtStartup is on. So the definitions are read again for every new scope. An edited file reaches new sessions without a restart, existing sessions keep the agents they were built with, and the log lines shown under How to test it appear then, not when the application starts.

Make sure the files reach the output folder

A definition that is not copied is the most common way this feature appears not to work. In your .csproj:

<ItemGroup>
  <Content Include="Agents\**\*.agent.yaml" CopyToOutputDirectory="PreserveNewest" />
</ItemGroup>

If the directory is missing you get a warning naming the resolved path, [MentorAgent:Declarative] Directory '…' does not exist., when a coordinator is built: on a session's first message, or at startup with WarmUpAtStartup. That message exists because the failure is otherwise silent.

The YAML format

The schema comes from the Agent Framework, not from MentorAgent. The fields that matter in practice:

description is worth care: it is the coordinator's only basis for choosing this agent over another. "Handles orders" competes badly with "Handles orders, shipping and returns for existing customers".

Two format details that cost an afternoon

Neither is in the Agent Framework guide, and both fail in a way that points somewhere else.

Every tools entry needs kind. The reader accepts codeInterpreter, fileSearch, function, webSearch and mcp, but function is the only one MentorAgent keeps: it binds to a tool of your application. Omit kind and loading fails with NotSupportedException — not a validation message naming the line.

The other four are not names of your tools, and they do not add anything. The Agent Framework would turn them into provider-hosted tools (web search, code interpreter, file search, or a remote MCP server at whatever endpoint the file gives), configured by the file alone. MentorAgent removes them from the agent when it loads and logs a warning naming them:

[MentorAgent:Declarative] 'shipping.agent.yaml': removed web_search. A definition file can only use the application's own tools (`kind: function`); web search, code interpreter, file search and MCP servers are configured by the host, through MentorOptions.HostedTools and McpServers.

The agent still loads, with its function tools only, and an IMentorAgentSourceObserver receives each tool removed as hosted-tool-removed, with Tool set. If those tools cannot be taken out, the whole agent is skipped with an error instead, and reported as foreign-tools. To give the assistant these capabilities, configure them in the host (MentorOptions.HostedTools, McpServers), where the host's own controls apply.

Folded scalars (>) are not supported by this reader. Use |, or a single line. With > the parse error reports the end of the file, so you will look everywhere except at the block that caused it:

description: >                     # ✗ parse error, blamed on the last line of the file
  Handles shipping and delivery.

description: |                     # ✓
  Handles shipping and delivery.

description: Handles shipping.     # ✓

Tools: named, not defined

A tools: entry names a tool; it does not create one. The name must match one of your application's Level-1 methods: a public instance method with [MentorAction] or [Description] on a class in ScanAssemblies that is registered in DI, including a [MentorSkill] class. That is the whole list the factory is given. The methods of a C# [MentorAgent] specialist, MCP client tools, [MentorTeam] tools and the built-in tools (navigation, memory, UI actions) are not in it, so an entry naming one of them is taken away (see below).

tools:
  - kind: function              # required — see below
    name: get_order_status      # must match exactly; a name that matches no action is taken away, with a warning

The tool name is the snake_case of the C# member, with a trailing Async dropped: GetOrderStatusAsync() → get_order_status, matched exactly and case-sensitively. For a name that matches none of the tools it is given, the Agent Framework creates a declaration-only function of that name, with no code behind it. MentorAgent takes it away from the agent with a warning, and the agent loads without it:

[MentorAgent:Declarative] 'shipping.agent.yaml': removed get_order_statu. No action of this application has that name in this session — unknown, or off for this session — so nothing would run behind it. A `kind: function` entry must name one of the application's actions exactly.

The tools a definition is given are the session's: an action that is off for the session ([MentorAction(Enabled = false)], or turned off by an IMentorActionGovernor) is taken away the same way, so its name reaches no model. An IMentorAgentSourceObserver receives either as tool-not-found, with Tool set. The specialist still loads, but without the tool it has no data to answer with: check every name against your [MentorAction] / [Description] methods.

This is the design point of the whole package. MentorAgent hands the factory the application's real tool list, already wrapped in its gate, so a YAML agent calling create_order still hits:

• RequiredRoles — the role check, exactly as a C# specialist does: the tool is offered to the agent's model only in a turn whose user holds one of its roles
• human approval — the confirmation banner, if the tool requires one
• action feedback, per-tool metrics and tracing

An agent defined in a file therefore has no capability your application did not already have, and no shortcut around the controls on it. That holds for the other kind values too: webSearch, codeInterpreter, fileSearch and mcp entries would add provider-hosted tools outside your list, so MentorAgent removes them with a warning (see Two format details that cost an afternoon).

Security — a definition file is code

Read this before pointing Directory anywhere.

A definition chooses the model, writes the system instructions, and names the tools the agent may call. Anyone who can write that file can rewrite the assistant's persona and widen which tools it reaches for. That makes it code, whatever its file extension says.

• Load only from deploy-time locations. An application directory or an embedded resource. Never an upload folder, never a user-writable path, never a path built from request input.
• Review definitions like source. Put them in version control and through the same review as a .cs file.
• The gate still holds. A file cannot invent a tool or bypass a role check — that is enforced, not advisory. A kind: function entry resolves only against your own, gated tools, and a webSearch, codeInterpreter, fileSearch or mcp entry is removed with a warning, so a file cannot add web search, a code interpreter or an MCP server of its own choosing. But it can instruct the agent to try things, so the controls on your tools remain the thing that actually stops it.

The second point is the one people skip: YAML feels like configuration, and configuration feels safe to let more people edit.

When to use YAML and when to use C#

A good rule: behaviour in C#, phrasing in YAML. If you find yourself wanting a loop or a branch in a definition file, that agent wants to be a class.

You can mix freely — both kinds coexist in the same handoff graph.

Loading definitions from somewhere else

Definitions do not have to be files. Pass them as strings for agents stored in a database, a configuration service, or a test:

builder.Services.AddMentorAgentDeclarative(o =>
{
    o.Definitions.Add("""
        kind: Prompt
        name: FaqAgent
        description: Answers frequently asked questions about the shop
        instructions: Answer briefly, in the user's language. Say so when you do not know.
        """);
});

To ship definitions inside the assembly, the safest deploy-time location, embed them and pass their text as inline definitions:

<ItemGroup>
  <EmbeddedResource Include="Agents\**\*.agent.yaml" />
</ItemGroup>

builder.Services.AddMentorAgentDeclarative(o =>
{
    var asm = typeof(Program).Assembly;
    foreach (var name in asm.GetManifestResourceNames()
                            .Where(n => n.EndsWith(".agent.yaml", StringComparison.Ordinal))
                            .Order(StringComparer.Ordinal))
    {
        using var reader = new StreamReader(asm.GetManifestResourceStream(name)!);
        o.Definitions.Add(reader.ReadToEnd());
    }
});

For a fully custom source — one that hits your own store, or refreshes on a schedule — implement IMentorAgentSource from the Novior.MentorAgent package directly and register it. AddMentorAgentDeclarative is one implementation of that interface, not a privileged path:

using Novior.MentorAgent.Core;       // IMentorAgentSource, MentorAgentSourceContext
using Microsoft.Agents.AI;    // AIAgent

public sealed class DatabaseAgentSource : IMentorAgentSource
{
    // Called once per coordinator build, i.e. once per session, not once per process.
    // Cache here if reading your store is expensive.
    public async Task<IReadOnlyList<AIAgent>> GetAgentsAsync(
        MentorAgentSourceContext context, CancellationToken ct = default)
    {
        // context.ChatClient — your MentorOptions.ChatClient wrapped only in the token meter
        //                      (not the coordinator's pipeline), so usage lands in the metrics
        // context.Tools      — the Level-1 tools, already gated
        …
    }
}

builder.Services.AddSingleton<IMentorAgentSource, DatabaseAgentSource>();

Configuration options

SearchPattern and Recursive — what the scan is allowed to reach

Both defaults are deliberately narrow, and widening them is a decision worth making on purpose rather than by accident:

builder.Services.AddMentorAgentDeclarative(o =>
{
    o.Directory = "Agents";

    // Default "*.agent.yaml", not "*.yaml". A deployment folder holds other YAML — a CI file,
    // a Helm values file — and reading one of those as an agent definition would at best fail
    // loudly. Widen it only if your definitions genuinely do not carry the suffix.
    o.SearchPattern = "*.agent.yaml";

    // Default false. A nested folder is exactly where a definition gets added without review,
    // and a definition file is code: it picks the model, writes the instructions and names the
    // callable tools. Turn it on when your layout needs it, not "just in case".
    o.Recursive = true;    // now Agents/support/*.agent.yaml is loaded too
});

Inline Definitions are loaded first (named inline[0], inline[1], … in the log and as the Name of what an IMentorAgentSourceObserver is told was left out; a file is named by its file name), then files in a stable order (sorted by path), so two definitions declaring the same agent name resolve identically on every machine rather than depending on the file system's enumeration order. A missing Directory is warned about — almost always a CopyToOutputDirectory miss, where the assistant otherwise starts fine and is simply missing a specialist nobody thinks to look for.

ConfigurationSection — exposing configuration to a definition

Default null: no configuration reaches the YAML at all, and the definitions are self-contained. Set it to expose one section, so a definition can reference values instead of hardcoding them:

// appsettings.json
{
  "AgentSettings": {
    "SupportEmail": "help@contoso.com",
    "MaxRefund": "250"
  }
}

builder.Services.AddMentorAgentDeclarative(o =>
{
    o.Directory            = "Agents";
    o.ConfigurationSection = "AgentSettings";   // only AgentSettings:* reaches the YAML
});

The values arrive as Power Fx variables, one per key, named by the key's full configuration path: AgentSettings:SupportEmail, AgentSettings:MaxRefund, plus one for the section AgentSettings itself. MentorAgent enumerates the section with AsEnumerable(), which does not make paths relative, and loads the values into the engine it hands the Agent Framework's factory: from Agent Framework 1.23 the factory itself loads only keys a definition names through Env and the host lists as allowed. How a definition references them is part of the Agent Framework's declarative schema, not something MentorAgent defines, so check the framework's documentation for the expression syntax before relying on it.

Every value arrives as text, as configuration keeps it. Power Fx reads a number written as text with the culture of the process: with the Italian culture, Value("0.3") gives 3.

Name a section. Never hand over the whole IConfiguration. MentorAgent loads the section into the Power Fx engine as variables — one per key — before the factory is built. A single key that Power Fx rejects as a name (in the version this package uses, an empty or whitespace-only key) takes every definition down before any is read. The exception does not say which key it was: Power Fx's message is the fixed text Invalid name: ${name}. The placeholder is never filled in, so do not look for a key literally named ${name}. This is not hypothetical: a key contributed by an unrelated configuration provider produced

ArgumentException: Invalid name: ${name}

and no agents loaded at all. Naming one section bounds the blast radius to keys you control.

MentorAgent catches that failure and logs the cause rather than letting it surface as a generic startup error, then returns no agents; an IMentorAgentSourceObserver receives every definition as invalid-configuration:

[MentorAgent:Declarative] The agent factory rejected the configuration exposed to YAML
(AgentSettings). Every key in it becomes a Power Fx variable and must be a valid identifier.
Narrow MentorDeclarativeOptions.ConfigurationSection, or leave it null.

If you see it, the fix is a narrower section — or null, which is the right setting unless you actually need substitution.

How to test it

1. Put shipping.agent.yaml in an Agents folder, with CopyToOutputDirectory.
2. Start the app and send a first message (or set WarmUpAtStartup = true, which builds a coordinator at startup). The log should then show, at Information level (the tool count is every Level-1 tool handed to the factory, not the number the file names):

   [MentorAgent:Declarative] Agent 'ShippingAgent' loaded from shipping.agent.yaml (12 tool(s) available to it).
   [MentorAgent] Handoff: declarative agent 'ShippingAgent' added to workflow.
   

3. Ask something in that agent's area — "where is order 1001?". The answer should come back through it.
4. Negative check — a bad file does not take the app down. Break the YAML deliberately: you get 'shipping.agent.yaml' could not be loaded — skipped, and everything else still starts. The log also writes [MentorAgent] Agent source Novior.MentorAgent.Declarative.DeclarativeAgentSource left out: shipping.agent.yaml (invalid-definition)., and an IMentorAgentSourceObserver receives it as invalid-definition, with the factory's message in Detail.
5. Negative check — the gate holds. Name a tool carrying RequiredRoles in the YAML and ask the agent to use it while unauthenticated. The agent's model is not offered the tool and says it cannot do it here, the same way a C# specialist does, and no action is taken; a call made anyway is refused.

Why a separate package

Microsoft.Agents.AI.Declarative brings the Power Fx interpreter (YAML expressions are Power Fx), the Agents object model in three assemblies, Microsoft.ML.Tokenizers and several more.

That is a fair price for file-based authoring and pure overhead for everyone else, so it stays out of the Novior.MentorAgent core package. Installing this one is an explicit decision to pay it.

The reference is Microsoft.Agents.AI.Declarative 1.27.0-rc1, on the same 1.27 line as Microsoft.Agents.AI 1.27.0 in the core package, so adding it does not move the rest of the library onto a different Agent Framework version. The declarative package is still a prerelease upstream.

Requirements

• .NET 10
• Novior.MentorAgent (or Novior.MentorAgent.Server) configured with a ChatClient — declarative agents need one, and are skipped with a warning without it
• A provider supporting the model options you use in the definitions

Related Packages

License

Apache License 2.0 — the full text is in the LICENSE file inside this package, with the copyright notice in NOTICE. Versions up to and including 1.0.0-rc.14 were released under the MIT License, which still applies to them.