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MemberJunction: AI Agent Execution and Management

Package Exports

  • @memberjunction/ai-agents
  • @memberjunction/ai-agents/dist/index.js

This package does not declare an exports field, so the exports above have been automatically detected and optimized by JSPM instead. If any package subpath is missing, it is recommended to post an issue to the original package (@memberjunction/ai-agents) to support the "exports" field. If that is not possible, create a JSPM override to customize the exports field for this package.

Readme

@memberjunction/ai-agents

Complete framework for building and executing AI agents in MemberJunction. Provides the BaseAgent execution engine, pluggable agent type system (Loop and Flow agents), hierarchical sub-agent orchestration, action execution, memory management with notes and examples, payload management, conversation context with message lifecycle management, and reranker integration.

Architecture

graph TD
    subgraph "@memberjunction/ai-agents"
        BA["BaseAgent<br/>Core Execution Engine"]
        style BA fill:#2d8659,stroke:#1a5c3a,color:#fff

        AR["AgentRunner<br/>Orchestration Entry Point"]
        style AR fill:#2d8659,stroke:#1a5c3a,color:#fff

        subgraph "Agent Types"
            BAT["BaseAgentType"]
            style BAT fill:#7c5295,stroke:#563a6b,color:#fff
            LAT["LoopAgentType"]
            style LAT fill:#7c5295,stroke:#563a6b,color:#fff
            FAT["FlowAgentType"]
            style FAT fill:#7c5295,stroke:#563a6b,color:#fff
        end

        subgraph "Support Systems"
            PM["PayloadManager<br/>Data Flow Between Steps"]
            style PM fill:#b8762f,stroke:#8a5722,color:#fff
            PCA["PayloadChangeAnalyzer"]
            style PCA fill:#b8762f,stroke:#8a5722,color:#fff
            PFM["PayloadFeedbackManager"]
            style PFM fill:#b8762f,stroke:#8a5722,color:#fff
            ACI["AgentContextInjector<br/>Notes, Examples, Data Sources"]
            style ACI fill:#b8762f,stroke:#8a5722,color:#fff
            ADP["AgentDataPreloader<br/>Batch Metadata Loading"]
            style ADP fill:#b8762f,stroke:#8a5722,color:#fff
            MMA["MemoryManagerAgent<br/>Note/Example Management"]
            style MMA fill:#b8762f,stroke:#8a5722,color:#fff
        end
    end

    BA --> BAT
    BA --> PM
    BA --> ACI
    BA --> ADP
    AR --> BA

    subgraph Dependencies
        AIP["@memberjunction/ai-prompts<br/>AIPromptRunner"]
        style AIP fill:#2d6a9f,stroke:#1a4971,color:#fff

        AIE["@memberjunction/aiengine<br/>AIEngine"]
        style AIE fill:#2d6a9f,stroke:#1a4971,color:#fff

        ACT["@memberjunction/actions<br/>ActionEngineServer"]
        style ACT fill:#2d6a9f,stroke:#1a4971,color:#fff

        RR["@memberjunction/ai-reranker<br/>RerankerService"]
        style RR fill:#2d6a9f,stroke:#1a4971,color:#fff
    end

    AIP --> BA
    AIE --> BA
    ACT --> BA
    RR --> BA

Installation

npm install @memberjunction/ai-agents

Key Components

BaseAgent

The core execution engine that all agents use. Handles:

  • Hierarchical prompt execution (agent type's system prompt as parent, agent's prompts as children)
  • Action execution through the MJ Actions framework
  • Client tool invocation for browser-side UI operations (navigate to records, switch tabs, show search results) via PubSub round-trip
  • Sub-agent orchestration with full context propagation
  • Conversation context management with automatic message compaction
  • Memory retrieval (notes and examples) with optional reranking
  • Payload data management across execution steps
  • ForEach and While loop operations
  • Comprehensive execution tracking (AIAgentRun, AIAgentRunStep records)

AgentRunner

High-level entry point for agent execution. Provides:

  • Agent resolution by ID or entity reference
  • Permission checking before execution
  • Data preloading for performance
  • Simplified execution interface
import { AgentRunner } from '@memberjunction/ai-agents';

const runner = new AgentRunner();
const result = await runner.ExecuteAgent({
    agentId: 'agent-uuid',
    conversationMessages: [{ role: 'user', content: 'Analyze Q3 sales trends' }],
    contextUser: currentUser,
    onProgress: (step) => console.log(`${step.step}: ${step.message}`)
});

Agent Type System

Agents execute using a pluggable type system. The type determines how the agent decides its next action after each LLM call.

BaseAgentType

Abstract base that all agent types extend. Defines the DetermineNextStep() interface that produces a BaseAgentNextStep decision:

Step Description
Chat Send a message back to the user
Actions Execute one or more server-side actions
ClientTools Invoke browser-side tools (navigate, switch tabs, show results)
SubAgents Delegate to sub-agents
MoreInfo Ask the user for additional information
Retry Retry the current step (e.g., after validation failure)
End Complete execution
ForEach Iterate over a collection
While Loop while a condition is true

LoopAgentType

Conversational agent that runs in a loop: prompt -> decide -> act -> repeat. Best for interactive, chat-based agents. The LLM decides the next step at each iteration by producing a structured JSON response.

FlowAgentType

Step-based agent that follows a predefined flow graph. Each step has explicit paths to the next step based on conditions. Best for deterministic workflows where the execution path is known in advance.

graph LR
    subgraph "Loop Agent"
        L1["Prompt LLM"] --> L2["Parse Response"]
        L2 --> L3{Decision}
        L3 -->|"Actions"| L4["Execute Actions"]
        L4 --> L1
        L3 -->|"Chat"| L5["Reply to User"]
        L5 --> L1
        L3 -->|"End"| L6["Complete"]
    end

    subgraph "Flow Agent"
        F1["Step 1"] -->|"Path A"| F2["Step 2a"]
        F1 -->|"Path B"| F3["Step 2b"]
        F2 --> F4["Step 3"]
        F3 --> F4
        F4 --> F5["End"]
    end

    style L1 fill:#2d6a9f,stroke:#1a4971,color:#fff
    style L2 fill:#7c5295,stroke:#563a6b,color:#fff
    style L3 fill:#b8762f,stroke:#8a5722,color:#fff
    style L4 fill:#2d8659,stroke:#1a5c3a,color:#fff
    style L5 fill:#2d8659,stroke:#1a5c3a,color:#fff
    style L6 fill:#2d8659,stroke:#1a5c3a,color:#fff

    style F1 fill:#2d6a9f,stroke:#1a4971,color:#fff
    style F2 fill:#7c5295,stroke:#563a6b,color:#fff
    style F3 fill:#7c5295,stroke:#563a6b,color:#fff
    style F4 fill:#b8762f,stroke:#8a5722,color:#fff
    style F5 fill:#2d8659,stroke:#1a5c3a,color:#fff

PayloadManager

Manages data flow through agent execution:

  • Stores key-value data accessible across all steps and sub-agents
  • Supports typed payload changes requested by the LLM
  • Validates and applies changes through PayloadChangeAnalyzer
  • Provides feedback to the LLM about successful/failed changes via PayloadFeedbackManager
const manager = new PayloadManager();
manager.Set('customerData', { name: 'Acme', revenue: 1000000 });
const data = manager.Get('customerData');

AgentContextInjector

Injects contextual information into agent prompts:

  • Retrieves relevant notes via vector similarity search
  • Retrieves relevant examples for few-shot learning
  • Injects data source content
  • Applies reranking when configured

AgentDataPreloader

Optimizes agent startup by batch-loading all required metadata in parallel:

  • Agent entity with all relationships
  • Actions and their parameters
  • Sub-agent data
  • Prompt configurations

MemoryManagerAgent

Handles persistent memory operations for agents:

  • Creating and updating agent notes
  • Managing agent examples
  • Scoped memory for multi-tenant deployments (UserScope support)
  • Consolidation, decay, and protection-tier maintenance over the agent note pool (see below)

Consolidation Pipeline

When invoked in maintenance mode, MemoryManagerAgent runs an end-to-end pipeline over the agent's notes to keep the memory pool useful and bounded over time. The pipeline is a sequence of phases on the run, each emitting its own observability data.

  • Clustering — groups semantically similar notes by cosine similarity. The clustering threshold is 0.60 (intentionally broad — the LLM is the final arbiter for ambiguous clusters during the consolidate phase).
  • Cluster splittingsplitOversizedCluster breaks any cluster larger than 7 notes so the consolidation prompt stays focused.
  • Drift preventionmaxConsolidationCount = 3 caps the number of times any one note can be folded into successor consolidations. When a cluster reaches the cap, anchored-mode drilling resolves the original sources via DerivedFromNoteIDs so consolidation operates on the underlying facts rather than re-summarizing summaries.
  • Consolidate — the LLM generates a merged note for each cluster. The pipeline records DerivedFromNoteIDs, increments ConsolidationCount, and revokes source notes with ConsolidatedIntoNoteID back-links to preserve provenance.
  • Verify Consolidation Output — post-check phase (verifyConsolidationOutput) confirms entity-attribute coverage hasn't been lost in the merge; reports entitiesChecked and entitiesMissing.
  • Contradiction detection — extracts entity-attribute-value triples across active notes, flags conflicting values, and resolves contradictions by revoking the older or lower-importance side.
  • Ebbinghaus decay archival — applies a forgetting curve to the importance score over time; low-importance notes that haven't been retrieved are archived. ProtectionTier modulates the decay rate.
  • Protection tiersImmutable / Protected / Standard / Ephemeral. Immutable notes are never modified; Protected notes are excluded from consolidation but still age normally; Ephemeral notes decay faster.
  • Outlier auto-promotion — notes whose semantic uniqueness lands in the 95th percentile are auto-promoted to Protected so they aren't swallowed by future consolidations.

The pipeline emits two new run-step types for observability:

  • Process Consolidation Cluster — one child step per cluster, with clusterSize, noteIds, shouldConsolidate, consolidatedNoteId, sourceNotesArchived, verificationPassed, entitiesChecked, entitiesMissing.
  • Verify Consolidation Output — phase-level step covering the post-consolidation verification pass.

Run-level payload fields added: scoreDistribution, entityTriplesExtracted, decayScoreDistribution, protectedPreserved, ephemeralAccelerated, and consolidation triggerType (one of forced / time / event / count).

Memory Cleanup Agent has been deprecated — its responsibilities are folded into MemoryManagerAgent's pipeline.

For the full design (functional requirements, threshold rationale, decay curve, contradiction taxonomy), see specs/001-memory-consolidation/spec.md and the implementation in src/memory-manager-agent.ts.

Usage

Basic Agent Execution

import { AgentRunner } from '@memberjunction/ai-agents';
import { ExecuteAgentParams } from '@memberjunction/ai-core-plus';

const runner = new AgentRunner();
const result = await runner.ExecuteAgent({
    agentId: 'my-agent-id',
    conversationMessages: [
        { role: 'user', content: 'What are the top 5 customers by revenue?' }
    ],
    contextUser: currentUser
});

if (result.success) {
    console.log(result.outputMessages);
}

With Sub-Agent Orchestration

Sub-agents are automatically discovered from the agent's relationships and invoked when the LLM requests delegation:

const result = await runner.ExecuteAgent({
    agentId: 'orchestrator-agent-id',
    conversationMessages: messages,
    contextUser: currentUser,
    onProgress: (step) => {
        // Track execution across agent hierarchy
        console.log(`[${step.agentName}] ${step.message}`);
    }
});

With Runtime Action Changes

const result = await runner.ExecuteAgent({
    agentId: 'my-agent-id',
    conversationMessages: messages,
    contextUser: currentUser,
    actionChanges: [
        { scope: 'global', mode: 'add', actionIds: ['crm-search-id'] },
        { scope: 'all-subagents', mode: 'remove', actionIds: ['delete-record-id'] }
    ]
});

With Memory Scope (Multi-Tenant)

Multi-tenant deployments can isolate the agent's memory cohort (notes and examples) per request by passing scope fields on ExecuteAgentParams. The fields are top-level — there is no userScope wrapper:

const result = await runner.ExecuteAgent({
    agentId: 'my-agent-id',
    conversationMessages: messages,
    contextUser: currentUser,
    // Primary scope (indexed for fast filtering)
    PrimaryScopeEntityName: 'Organizations',
    PrimaryScopeRecordID: orgId,
    // Secondary scopes (arbitrary dimensions, validated against the agent's ScopeConfig)
    SecondaryScopes: { TeamID: teamId }
});

See docs/AGENT_MEMORY_SCOPING.md for the full model — built-in scopes, primary/secondary semantics, inheritance modes, and how scope propagates through sub-agent invocations.

With Message Lifecycle Management

const result = await runner.ExecuteAgent({
    agentId: 'my-agent-id',
    conversationMessages: messages,
    contextUser: currentUser,
    messageExpirationOverride: {
        expirationTurns: 3,
        expirationMode: 'Compact',
        compactMode: 'First N Chars',
        compactLength: 500
    },
    onMessageLifecycle: (event) => {
        console.log(`${event.type}: ${event.reason} (saved ${event.tokensSaved} tokens)`);
    }
});

Latency Optimizations & Concurrent Sub-Agent Execution

To drastically reduce execution latency, the framework includes the following optimizations:

1. In-Memory Query Embedding Caching

In-memory caching is integrated into AIEngine.EmbedText to bypass redundant local ONNX embedding inference, eliminating CPU-bound event-loop blockages.

  • Eviction: Backed by MJLruCache from @memberjunction/global — a bounded LRU keeps hot queries warm across bursts (default capacity 5000 entries).
  • Cache keys: ${modelID}|sha256(text) so a large text doesn't pin its full string in the cache map.
  • Promise dedup: Concurrent callers for the same (model, text) share a single in-flight inference promise — only one ONNX run happens even under fan-out load.
  • Control: Callers can supply options { bypassCache: true } (re-calculates but caches the new result) or { noCache: true } (bypasses and does not store the result).
  • Empty input: Empty/whitespace text short-circuits to null without invoking the embedding provider.
  • Negative result eviction: Failed or empty-vector responses are evicted so subsequent calls retry rather than returning a stale failure.
  • Reset: The cache can be manually cleared by calling AIEngine.Instance.ClearEmbeddingCache().

2. Parallel Data Source Preloading

AgentDataPreloader.PreloadAgentData resolves agent data sources concurrently with a bounded concurrency cap (default 10 in-flight at once) so a long list of sources can't saturate the DB connection pool.

3. Non-blocking Observability DB Logging

Observability writes (AIAgentRunStep records) are completely non-blocking:

  • Step creation and finalization .Save() operations are queued immediately into _pendingSaves promises.
  • Sequenced queueing via _stepSavePromises chains saves on the same step ID to prevent database write races (e.g. executing a step UPDATE before its initial INSERT completes).
  • All pending logging writes are drained with Promise.allSettled inside finalizeAgentRun() and the queues are cleared, so a reused agent instance doesn't leak settled promises. Save failures (rejected promises OR Save()===false) are logged via LogError and a summary is folded into agentRun.ErrorMessage for visibility.

4. Concurrent Sub-Agent Execution

Loop agents can request multiple sub-agents to run in parallel by returning a subAgents array in their nextStep decision:

  • Bounded fan-out: Sub-agents dispatch with a configurable concurrency cap (default 5) so a misbehaving LLM can't spawn unbounded parallel runs.
  • Deterministic transcript: Delegation messages and progress events are pushed synchronously in the source order of the subAgents array — completion order doesn't reorder the conversation.
  • Payload isolation: Each child sub-agent receives a deep-cloned copy of its input payload, so in-flight mutations by one sibling can't be observed by another.
  • State Merging: Aggregates all media/file outputs and sequentially merges child/related sub-agent payloads back into the parent state via the PayloadManager to avoid race conditions.
  • Per-sibling audit trail: Each parallel sub-agent's AIAgentRunStep records its own contribution as PayloadAtEnd rather than the cumulative merged state, so forensic logs distinguish each sibling.
  • Termination semantics: Matches the single sub-agent path — if any dispatched child requested terminateAfter: true, the parent terminates regardless of whether that child succeeded. The parent's step is reported as Failed when any child failed, Success when terminating cleanly, and Retry otherwise.
  • Context Preservation: Appends an aggregated delegation and completion log to the parent conversation context once all parallel steps complete.

Loop Response Schema

{
  "taskComplete": false,
  "nextStep": {
    "type": "Sub-Agent",
    "subAgents": [
      { "name": "DbAgent", "message": "Search the database", "terminateAfter": false },
      { "name": "WebAgent", "message": "Gather details from web search", "terminateAfter": false }
    ]
  }
}

Documentation

Detailed guides are available in the docs/ directory:

Guide Description
Actions Guide Action discovery, execution, result lifecycle, expiration/compaction, context recovery
Client Tools Guide Browser-side tool invocation, runtime decoration, timeout config, prompt design, security
Sub-Agents Guide Child agents, related agents, payload flow, context propagation, loops
Human-in-the-Loop Feedback requests, assignment strategies, request lifecycle
Agent Memory Scoping Multi-tenant memory (notes/examples) with UserScope support
Iterative Operations ForEach and While loop patterns, parallel execution
State Management Payload management, agent type state
Expression Context (PRD) Expression evaluation in agent contexts
Agent Profiles (Proposal) Proposed agent profile system
Code Refactoring Notes Internal refactoring notes

Re-exports

For backward compatibility, this package re-exports the following from @memberjunction/ai-reranker:

  • RerankerService
  • RerankerConfiguration
  • parseRerankerConfiguration
  • RerankServiceResult
  • RerankObservabilityOptions
  • LLMReranker

New code should import these directly from @memberjunction/ai-reranker.

Dependencies

  • @memberjunction/ai-prompts -- AIPromptRunner for prompt execution
  • @memberjunction/aiengine -- AIEngine for metadata and vector search
  • @memberjunction/ai-core-plus -- Shared types (ExecuteAgentParams, ExecuteAgentResult)
  • @memberjunction/ai-engine-base -- Base metadata cache and permissions

Storage Account Resolution

When agents create file-based artifacts (PDF, Excel, Word), the system resolves which FileStorageAccount to use via a hierarchical chain. The first non-null value wins:

Priority Source Field
1 (highest) Runtime ExecuteAgentParams.override.storageAccountId
2 Agent AIAgent.DefaultStorageAccountID
3 Category tree AIAgentCategory.DefaultStorageAccountID (walks up ParentID)
4 (lowest) Agent Type AIAgentType.DefaultStorageAccountID
Fallback System Single active account (if only one exists)

How it works

  • BaseAgent.getStorageAccountID(params) implements the resolution logic. It is protected so subclasses can override it for custom routing.
  • The resolved ID is stored in ExecuteAgentResult.resolvedStorageAccountId and passed to AgentRunner.ProcessFileArtifacts() for upload routing.
  • AgentRunner.uploadBase64ToStorage() uses FileStorageEngine.Instance.GetAccountWithProvider() to get the account + provider, then initializeDriverWithAccountCredentials() for proper OAuth credential handling.

Startup validation

AIEngine.validateStorageAccountDefaults() runs at server startup. If 2+ active storage accounts exist but agent types lack a DefaultStorageAccountID, it auto-assigns the highest-priority account and logs a prominent warning.

Configuration

Set DefaultStorageAccountID at any level via the admin UI or metadata sync:

  • Agent Type -- broadest default (e.g., all Loop agents → Dropbox)
  • Agent Category -- business-domain default (e.g., Marketing → Box, Finance → SharePoint)
  • Agent -- per-agent override
  • Runtime -- ExecuteAgentParams.override.storageAccountId for programmatic callers

Dependencies

  • @memberjunction/ai -- Core AI abstractions
  • @memberjunction/ai-reranker -- Two-stage retrieval reranking
  • @memberjunction/actions -- Server-side action execution
  • @memberjunction/actions-base -- Action framework base types
  • @memberjunction/core -- MJ framework core
  • @memberjunction/core-entities -- Generated entity classes
  • @memberjunction/global -- Class factory and utilities
  • lodash -- Utility functions