Agent Rita

Agent Rita is OpenBB's open source reference agent for Workspace. It is a working example of a financial agent that connects to Workspace through the custom agent contract, reads dashboard context, fetches widget data, runs SQL over loaded data, and streams responses back to the chat interface.

Use Agent Rita when you want to inspect or fork a complete Workspace agent. It is different from Workspace MCP: Workspace MCP lets an external agent control a live Workspace browser session, while Agent Rita is the agent that Workspace sends chat requests to.

What it demonstrates

Agent Rita implements the core endpoints Workspace expects from a custom agent:

• GET /agents.json advertises the agent, supported models, and Workspace features.
• POST /v1/query receives messages, dashboard context, widgets, and any Workspace-configured MCP tools, then streams Server-Sent Events (SSE) back to Workspace.

The agent focuses on Workspace-specific behavior: widget discovery, widget data round-trips, SQL over loaded tables, citations, generated artifacts, and native Workspace actions. The Agent Rita repository also includes an optional companion MCP server in mcp-server/ for web search, web-page fetch, Python execution, Mermaid rendering, and document RAG. When that server is connected in Workspace, its tools are sent to Agent Rita through the request payload.

Workspace AI features endpoints

Agent Rita implements the Workspace AI service endpoints used for dashboard and chat titles, prompt enhancement, widget metadata, uploaded-file metadata, and code generation. These endpoints are separate from Agent Rita's custom-agent chat endpoint.

Source code

The source code is available in the Agent Rita repository.

For setup steps, model provider configuration, and customization entry points, see Open Source Agent in the developer documentation.