Training & Deploying AI Agents To Offer Personalized Financial Advice To Clients: What Does The Community Think? (July 18, 2025 UPDATE))

ORIGINAL POST
https://community.palantir.com/t/training-deploying-ai-agents-to-offer-personalized-financial-advice-to-clients-what-does-the-community-think/4193

UPDATE
I followed Maverick’s direction and used AIP Architect to create a walkthrough, which I then tried to follow.

TL;DR
I’ve completed the generated walkthrough and I certainly don’t have the AI Agent I initially set out to create; I’m not even sure if I’m any closer to achieving my goal. Did I follow the steps correctly? How can I tell? How do I know if the steps themselves are faulty? Should I be concerned that a walkthrough to create an AI agent didn’t actually utilize Palantir’s Agent Studio? Where do I go from here?

CONNECTION PROBLEMS
Securely connecting Palantir to my PostgreSQL database proved more difficult than anticipated. My public-facing server uses HAProxy (in lieu of Nginx) to reverse-proxy HTTP/2 traffic to various servers running on localhost. HAProxy terminates SSL connections, forwards the unencrypted traffic to the correct service and then re-encrypts the response. This method works great for what I designed it for, but is problematic for PostgreSQL since I configured it to implicitly trust local connections. HAProxy makes all non-local TLS connections look local–i.e. it replaces the original IP with “localhost”–so it essentially grants the world access to my database, which is less than ideal. Trying to maintain the original IP address with the PROXY Protocol doesn’t work because PostgreSQL uses it’s own flavor of TLS handshake which HAProxy somehow breaks, and the same problem occurs with TCP Passthrough. In the end, I bit the bullet and upgraded my EC2 instance to meet the minimum hardware requirements to host an Agent and was done in like 5 minutes. :upside_down_face:

WHY AM I DOING THESE THINGS
Throughout the process, I had no real way to evaluate whether the walkthrough AIP Architect generated was sound or not, or even if it was leading me to my stated goal, since there’s only a handful of tutorials covering only a small fraction of Palantir’s systems, and the documentation, like the tutorials, is often outdated as are the AI-generated responses which rely upon it. I often found myself trying my best to follow vague instructions, blindly hoping that after completing all the prescribed rituals the Machine God would grant me my wish and I’d end up with an AI Agent versed in finance. Pic related.

P.S. - WHY THE NEW POST
Apparently, topics (forum posts) will automatically lock 14 days after the last reply; disallowing any new replies. Since it’s been more than 14 days, I can’t just add a reply to my original post and keep things nicely organized–I need to create a new topic. :man_shrugging:

Hi @guru I hear your frustration. Foundry offers a very wide and ever evolving toolchain that allows you to build beautiful things, but can be challenging to get up-to-speed with. I don’t have a recommendation for your specific case, however I found the YouTube channel “Ontologize” very helpful for learning. They have a good mix of high level explanation and in depth step by step walkthroughs. I checked, they have a few videos particularly around AIP agents.
Since outwards links are blocked I can’t share the exact link, but just scroll through their videos and you will find recent videos like “Introduction to AIP agents” or “Tool use in AIP agents - object queries” - in case you can’t find them let me know!

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Thank you. I’ll check out the YouTube channel you recommended.

  1. The official tutorials are out of date and inaccurate.
  2. The official documentation is out of date and inaccurate.
  3. The third-party youTube tutorials are also apparently out of date and inaccurate.

You’d think that a company that purports to use AI and data to solve the world’s hardest problems would use these same tools to solve the relatively simple problem of ensuring their own documentation is correct, but they don’t. Why?

Phil, how did you learn to use the platform and what have you built with it? Perhaps your story will give me some insight into how I should proceed.

Thank you.

@guru, I’m sorry you have found the documentation and training materials to be out of date or incomplete. Palantir Foundry is constantly evolving, especially in the AIP and agent space, and the supporting materials are not always updated at the same pace.

That’s why we have released two new courses on https://learn.palantir.com/ today:

  1. Speedrun: Data Science Fundamentals
  2. Speedrun: Your First Agentic AIP Workflow

I think especially the second workflow might be useful to understand the full E2E agentic workflow better, when you try and build your own.

2 Likes

Hey @guru!

I completely understand the frustration. Our product is rapidly evolving and, unfortunately (and maybe fortunately), that means some of the workflows you see on YouTube are outdated. But that also means we are creating new first-class solutions to address these challenges! Our documentation on AIP Agent Studio is up to date and a great place to start to get to know our product. Another great resource is the examples on https://build.palantir.com/ where you can see examples of E2E use cases and workflows (by searching for AIP Agents).

For your specific workflow, it appears you “don’t have the AI Agent [you] initially set out to create.” If you have questions on where you believe it falls short or the next steps to achieve your goal, please feel free to reach out to us through the community forum—we are happy to help you!

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P.S. - WHY THE NEW POST
Apparently, topics (forum posts) will automatically lock 14 days after the last reply; disallowing any new replies. Since it’s been more than 14 days, I can’t just add a reply to my original post and keep things nicely organized–I need to create a new topic. :man_shrugging:

@guru - thanks for your feedback on the Community. To address this point, it looks like your original Topic was marked as Solved, which is what triggered the lock after 14 days. I’ve extended this time out significantly, to allow for any follow-ups, so hopefully this will prevent you having to create a new topic in future.

Thanks for using Community - we appreciate the feedback!

1 Like