Chains

Overview

Chains are sequential multi-step pipelines defined in YAML. Each step specifies which tools to use and a system prompt that guides the LLM’s behavior for that step.

Chain Format

name: my-chain
description: What this chain does
tier: free
steps:
  - id: step-1
    tools: [tool_a, tool_b]
    systemPrompt: Instructions for this step.
  - id: step-2
    tools: [tool_c]
    systemPrompt: Instructions for the next step. Can reference results from step-1.
  - id: step-3
    tools: [tool_d, tool_e]
    systemPrompt: Final step instructions.

Fields

Field	Type	Description
name	string	Unique chain identifier
description	string	What the chain does
tier	free | paid	Content tier
steps	array	Ordered list of execution steps
steps[].id	string	Step identifier
steps[].tools	string[]	Tools available for this step
steps[].systemPrompt	string	LLM instructions for the step

Example: Tax Prep Chain

name: tax-prep
description: Analyze transactions for tax-deductible expenses and generate Schedule C summary
tier: paid
steps:
  - id: scan
    tools: [transaction_search]
    systemPrompt: >
      Find all transactions that could be business-related or tax-deductible.
      Search broadly across software, subscriptions, travel, meals, office
      supplies, professional services.
  - id: categorize-for-tax
    tools: [categorize]
    systemPrompt: >
      Categorize identified business transactions using IRS Schedule C line
      items (advertising, car/truck, insurance, office, supplies, travel,
      meals, utilities, other).
  - id: flag-deductions
    tools: [anomaly_detect, transaction_search]
    systemPrompt: >
      Flag questionable deductions, mixed-use expenses needing allocation,
      meals over $75, and items missing documentation.
  - id: generate-report
    tools: [spending_summary, export_transactions]
    systemPrompt: >
      Generate a tax summary by Schedule C line item with totals, flagged
      items, and estimated tax savings. Export business expenses.

Example: Cash Flow Forecast Chain

name: cash-flow-forecast
description: Forecast cash flow by analyzing income/expense trends and projecting future balances
tier: paid
steps:
  - id: analyze-trends
    tools: [spending_summary, transaction_search]
    systemPrompt: >
      Analyze 3-6 months of income and expense trends. Calculate monthly
      totals and identify direction.
  - id: identify-recurring
    tools: [anomaly_detect, transaction_search]
    systemPrompt: >
      Identify all recurring income and expenses with frequency and amounts.
      Note any recent changes.
  - id: project
    tools: [spending_summary]
    systemPrompt: >
      Project income, expenses, and net balance for the next 6 months using
      3-month moving average with seasonal adjustments.
  - id: report
    tools: [spending_summary, export_transactions]
    systemPrompt: >
      Generate cash flow forecast with monthly projection table, risk
      indicators (savings rate, months to negative), and recommendations.

Execution

Each step runs sequentially. The LLM receives the step’s system prompt and has access only to the tools listed for that step. Results from earlier steps are available as context for later steps.

If any step fails, the chain stops and reports the error.