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Overview: Two-Part Process

Part 1: Enable Creation

Tenants create agents and contexts using AMS SDK components

Part 2: Deploy to Users

You deploy agents to end-users via Agent Sessions API

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Part 1: Enable Tenant Creation

1

Configure in AMS SDK Playground

  • Access Developer Tools → AMS SDK Playground
  • Preview components (Agent Manager, Context Manager)
  • Customize theme, colors, fonts
  • Select which configuration tabs to display
  • Generate integration code
2

Embed Components in Your Platform

For complete UI with list view:
  • <mindset-agents-manager>
  • <mindset-contexts-manager>
For custom list view:
  • <mindset-agent-configuration>
  • <mindset-context-configuration>
3

Generate Authentication Token for Tenant Admin

Before the tenant admin can use AMS SDK components:
  • Generate an authToken for the tenant admin user
  • CRITICAL: When creating the authToken, explicitly designate the user as a tenant admin by passing the externalTenantId
  • Provide this authToken to the Mindset SDK that runs in the tenant admin’s page
The tenant admin must have an authToken with externalTenantId specified to access AMS SDK components
4

Tenant Creates Agent

Tenant Admin (externalTenantId: “tenant-acme-123”) → Creates Agent via Agent Manager or Agent Configuration
5

Tenant Creates Contexts & Uploads Files (Optional)

  • Creates Contexts via Context Manager or Context Configuration
  • Uploads Files (PDFs, docs, training materials, etc.)
This step is optional if you’re providing app-level contexts or using RAG MCP

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Part 2: Deploy to End-Users

1

Your Backend Determines Permissions

Based on your platform’s permission system, determine for each end-user:
  • Which agent(s) should they access?
  • Which contexts/knowledge should they see?
  • Which MCP tools should be available?
2

Create Agent Session via API

Required:
  • agentUid (tenant’s agent)
  • externalUserId
Choose ONE:
  • contextUids (up to 30)
  • OR 1 RAG MCP
Optional:
  • mcpserverUids (tools, up to 5 total)
Recommended:
  • tags (include externalTenantId)
3

Receive agentSessionUid

API returns unique session identifier Example: agentSessionUid: "agent-123::session-789"
4

Generate Authentication Token for End-User

Before the end-user can access the agent:
  • Generate an authToken for the end-user
  • CRITICAL: The user’s externalUserId in the authToken must be an exact match to the externalUserId used when creating the agent session for them
  • Provide this authToken to the Agent SDK component
ExternalUserId mismatch between authToken and agent session will prevent the user from accessing the agent
5

Embed Agent Chat SDK for End-User

In the end-user’s UI, embed:
    <mindset-agent agentUid="agent-123::session-789"></mindset-agent>
✅ Deployment Complete!

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Key Concepts

For Tenant Admins (AMS SDK):
  • Generate authToken with externalTenantId specified
  • This designates them as tenant admin with access to AMS SDK components
For End-Users (Agent SDK):
  • Generate authToken with externalUserId
  • externalUserId must exactly match the one used in the agent session creation
  • externalTenantId filters what tenants see in AMS SDK components
  • Your backend enforces isolation in agent sessions
  • The same externalTenantId in the AMS SDK components means users see each other’s agents/contexts in the list views
  • Different externalTenantId values mean complete isolation in the list views
  • Agent sessions can combine app-level and tenant-level contexts
  • You control what each user sees through the Agent Sessions API
  • Up to 30 contexts can be provisioned per agent session
  • Same agent can be deployed with different contexts and tools for different users
  • Based on your platform’s permission system
  • Your backend determines what each end-user can access

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Agent Session Composition Rules

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Rule 1: Knowledge Sources (Mutually Exclusive)

Choose ONE:
  • Option A: Up to 30 contexts (app-level and/or tenant-level)
  • Option B: Exactly 1 RAG-type MCP
❌ Cannot combine contexts and RAG MCP in same session

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Rule 2: MCP Servers (Maximum 5 Total)

RAG-type MCP: 0 or 1
Tools-type MCPs: 0 to 5
✅ Valid: 1 RAG MCP + 4 Tools MCPs = 5 total

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Rule 3: Tags (Maximum 10)

Used for reporting, grouping, and filtering
Recommended: Include externalTenantId

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Valid Configuration Examples

{
  "agentUid": "tenant-agent-123",
  "externalUserId": "user-456",
  "contextUids": ["context-1", "context-2", "context-3"],
  "mcpserverUids": ["gmail-tool", "slack-tool"],
  "tags": ["tenant-acme-123"]
}

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Invalid Configurations

❌ Contexts + RAG MCP
  {
    "contextUids": ["context-1", "context-2"],
    "mcpserverUids": ["company-rag-mcp"]
  }
Error: Cannot mix content source types
❌ Multiple RAG MCPs
  {
    "mcpserverUids": ["company-rag-mcp", "another-rag-mcp"]
  }
Error: Only 1 RAG-type MCP allowed per session
❌ More than 5 MCPs
  {
    "mcpserverUids": ["mcp-1", "mcp-2", "mcp-3", "mcp-4", "mcp-5", "mcp-6"]
  }
Error: Maximum 5 MCP servers per session