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Planner & Optimizer Tool

Planner & Optimizer Tool is a planning tool for an agent. It doesn’t query any service: before acting, it asks the agent to write a step-by-step plan to solve the request and a short, well-phrased search to use later with a web search tool.

With a written plan, the agent tackles long tasks in a more orderly way and runs more precise searches. Connect its Tool output to the agent’s Tools input.

When to use it

  • A research agent gets long questions or questions with several parts.
  • The agent searches the internet with sentences that are too long and gets poor results.
  • You want the run trace to show the plan the agent followed.
  • You combine several tools and the agent doesn’t know which to start with.

Configuration

FieldWhat it does
Tool Name (required)The name the agent sees for the tool. Default: planner_optimizer_tool.
Tool Description (required)Instructions for the agent. They come filled in with a text asking it to call this tool first in any complex task and to provide the plan and the search. You can adapt it to your case.

Output

Tool: the planning tool. Connect it to the agent’s Tools input. Each time the agent uses it, it gets back its plan and the proposed search, ready for the next steps.

Example

A purchasing department uses an agent to compare suppliers.

  1. Connect Planner & Optimizer Tool and a search tool, such as DuckDuckGo Search, to the agent’s Tools input.
  2. Someone asks: “Compare three sustainable packaging suppliers in Spain on price, lead times and certifications”.
  3. The agent first writes its plan (find suppliers, check each criterion, build the comparison) and a short search such as sustainable packaging suppliers Spain.
  4. Then it searches and follows the plan until it delivers the comparison.

Good practices

  • With the default instructions, the search the agent proposes is preferably in English. If your sources are in another language, change it in Tool Description.
  • You don’t need it for simple tasks: it adds a step and makes the answer take longer.