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ShinyHub agent tools for Python Shiny

0.4.1 is a regular release of the session-scoped Python helper. The API is still below 1.0; pin the package and review migration notes before upgrading. Browser WebMCP availability depends on the browser. The app remains responsible for tool permissions and for checking consequential results.

This helper lets an app declare a small, typed set of tools for the current viewer session. The app owns all data access and state changes. ShinyHub does not infer tools from visible inputs or let a model run arbitrary R/Python code. The same registry powers built-in chat and browser WebMCP.

from shiny import App, reactive, ui
from shinyhub_agent import AgentTool, agent_dependency, register

app_ui = ui.page_fluid(agent_dependency(), ui.input_select("period", "Period", ["week", "year"]))

def server(input, output, session):
    selected_period = reactive.value("week")

    @reactive.effect
    @reactive.event(input.period)
    def from_control():
        selected_period.set(input.period())

    async def current_view(args):
        return {"period": selected_period.get()}

    async def set_period(args):
        selected_period.set(args["period"])
        ui.update_select("period", selected=args["period"])
        return {"period": selected_period.get()}

    # Explicitly allow browser agents to change this session's display filter.
    register(session=session, input=input, allow_browser_writes=True, tools=[
        AgentTool("get_view", "Read the selected period", {
            "type": "object", "properties": {}, "additionalProperties": False,
        }, current_view),
        AgentTool("set_period", "Change the selected period", {
            "type": "object", "properties": {"period": {"type": "string", "enum": ["week", "year"]}},
            "required": ["period"], "additionalProperties": False,
        }, set_period, read_only=False, confirmation="Change the dashboard period?"),
    ])

app = App(app_ui, server)

The helper sends version 1 capability messages over the existing Shiny session. Arguments are validated again on the server with JSON Schema. Each session has its own registry, nonce, concurrency lock, request budget, timeouts, and bounded messages. Errors do not reveal handler exceptions or tool arguments. A handler must perform its own permission checks for sensitive data or actions.

Built-in chat or a hoster-owned agent

Add chat_dependency() to the UI and pass one chat backend to register():

On ShinyHub versions with toolbar chat support, the helper announces chat availability and the toolbar shows Ask. On hosts with native chat support, ShinyHub supplies the overlay frame and controls while the helper supplies the conversation body and agent backend. Its own launcher and frame remain available outside ShinyHub or when the toolbar is hidden. Apps without chat do not show Ask.

Assistant answers render basic Markdown in both panel layouts: paragraphs, line breaks, **bold**, *italic*, inline code, bullet and numbered lists with one nested level, fenced code blocks, and simple pipe tables. ATX headings (# Heading) appear as bold paragraphs. Copy answer copies the original Markdown, including its tables. Questions remain plain text.

Tables require a header and separator with matching column counts; each separator cell contains at least three hyphens. Outer pipes are optional. Escape a pipe within a cell as \|, including inside inline code. Use ---: to right-align a column or :---: to center it. Body rows must match the header width; malformed rows remain visible as text rather than losing values. Wide tables and code blocks scroll horizontally inside the answer.

On desktop, drag the panel's left edge or choose Expand assistant for more room; Restore assistant width returns to your previous width. The resize edge also supports Left/Right arrows (Shift for larger steps) and Home/End. Width and expansion are remembered for the tab, when session storage is available, and constrained to the viewport. Small screens keep the full-screen layout. Descriptive table cells wrap; numeric values stay together. Native panel resizing requires a ShinyHub toolbar that supports these controls.

Links, autolinks, images and HTML never create active browser content. Their syntax stays visible, as do unsupported markers such as blockquotes, task lists, footnotes, underscore emphasis and strikethrough. Inline emphasis uses asterisks; backslash escapes preserve literal punctuation. Every source line break is displayed. This is a limited dialect, not full CommonMark or GFM support.

ResponsesChat (also available as OpenAIChat) and BedrockChat append a shared description of these formatting capabilities to the app's instructions on every model request, including tool follow-ups. Explicit app formatting preferences still take precedence. With AGUIChat, configure the same formatting guidance on the hoster-owned endpoint; the helper does not modify that agent's system prompt. Formatting guidance is advisory; safe rendering does not depend on the model following it.

import os
from shinyhub_agent import AGUIChat, BedrockChat, ResponsesChat, chat_dependency

# Include chat_dependency() alongside agent_dependency() in the app UI.
if os.environ.get("SHINYHUB_AGENT_AGUI_URL"):
    chat = AGUIChat(
        endpoint=os.environ["SHINYHUB_AGENT_AGUI_URL"],
        bearer_token=os.environ.get("SHINYHUB_AGENT_AGUI_TOKEN", ""),
    )
elif os.environ.get("SHINYHUB_AGENT_BEDROCK_MODEL_ID"):
    chat = BedrockChat(
        model_id=os.environ["SHINYHUB_AGENT_BEDROCK_MODEL_ID"],
        region=os.environ["AWS_REGION"],
        instructions="You help with this dashboard. Use registered tools for app facts.",
    )
else:
    chat = ResponsesChat(
        api_key=os.environ["OPENAI_API_KEY"],
        instructions="You help with this dashboard. Use registered tools for app facts.",
    )
register(session=session, input=input, tools=tools, chat=chat)

Pass notice= to register() to display an app-owned notice below the chat header, separate from assistant messages:

register(
    session=session, input=input, tools=tools, chat=chat,
    notice="The assistant uses generative AI and can make mistakes. "
           "Check important figures against the charts before you act on them.",
)

The notice stays visible above the conversation in native and fallback panels, including after New chat and closing/reopening the panel. It is plain text: HTML and Markdown appear literally. It is never added to model requests, conversation history, or UsageRecord token counts. Long notices scroll within their own keyboard-accessible area to leave room for the conversation and composer. The question field references the notice for screen readers. Short screens use a compact layout when a notice is configured.

notice accepts a string of at most 1,000 characters or None (the default). Empty or whitespace-only strings behave like None; nonblank strings retain their whitespace. Without a notice the existing panel is unchanged. Configure it per viewer alongside the app's existing chat access gate. It has no effect when chat is absent.

Install shinyhub-agent[bedrock] for BedrockChat. It uses Bedrock's ConverseStream API and the standard AWS credential chain. Give the app only bedrock:InvokeModelWithResponseStream for its chosen model or inference profile. The model must support streaming tool use. On an on-premises ShinyHub host, store AWS credentials as private per-app secrets; on AWS, prefer a scoped workload role. Choose a model ID available in the selected region. The adapter does not infer one because model and tool support vary by region. Bedrock requests inherit the AWS account's invocation logging and data policies.

The browser never receives model or endpoint credentials. OpenAI requests use the Responses API with streaming, bounded output, and store: false. AG-UI requests carry the current session's thread ID, recent messages, and registered tool schemas; they do not carry ShinyHub cookies, identity headers, or other apps' data. The hoster must authorize and secure their endpoint. Tool calls from all three backends are validated again by the app. A write pauses for visitor approval in the chat panel, then runs the handler and returns its applied result to the agent. For a clear action result, a write tool may provide receipt=lambda args, result: f"View set to {result['period']}". A tool may also provide an async undo(args, result) handler. The chat then offers Undo for five minutes. Undo runs in the same viewer's Shiny session without asking the model; the handler must verify the app is still in the state created by that action before restoring the previous state. Only the most recent write remains undoable.

An AG-UI agent hosted in Amazon Bedrock AgentCore needs an authenticated InvokeAgentRuntime client or a hoster-managed HTTPS relay. AGUIChat does not sign AgentCore requests itself.

When WebMCP is available, bridge.js registers the exposed tools. In other browsers it makes them available through window.shinyhubAgentTools.invoke() for an app-supplied assistant. By default, browser capabilities contain only read-only tools, and the server rejects direct calls to write tools even with a valid session nonce. Chat retains the full registry and server-side approval for writes. To expose writes to browser agents, explicitly pass allow_browser_writes=True to register() (as in the display-filter example). Opted-in browser writes show visitor confirmation before dispatch, but that confirmation can be bypassed by a client. It is not a security authorization boundary; the app handler must still decide what the viewer may do. Keep consequential actions on the chat path when server-side approval is required.

Upgrading from a release that exposed browser writes automatically requires this explicit opt-in to retain that behavior. Chat-only integrations need no change.

Starter questions and follow-ups

Both settings are optional and belong to register():

register(
    session=session,
    input=input,
    tools=tools,
    chat=chat,
    starters=[
        "How did spend change versus the previous period?",
        "Which business lines cost the most?",
        "What will this month cost at the current run rate?",
    ],
    followups=2,
)

starters=None preserves the two built-in questions; starters=[] hides them. Supply a sequence of at most four strings, each 1–120 characters after trimming. Blank entries, line breaks, control characters, HTML tags, and duplicates (case-insensitive after trimming) raise at registration. Starters are rendered as literal text and keep the existing submit-on-click behaviour. They are panel configuration, not model instructions.

Follow-ups are experimental until verified with your intended model and gateway. followups=0 (the default) disables them. Integers 1–3 enable optional suggestions in BedrockChat and OpenAIChat / ResponsesChat. The setting uses a session-specific adapter copy, so sharing a chat adapter between viewers is safe. AGUIChat does not currently support this setting; enabling it with an unsupported agent raises at registration rather than silently doing nothing.

The adapters expose suggest_followups as a metadata tool and instruct the model to offer follow-ups only through that channel. A successfully completed model response with nonblank answer text and exactly one suggestion call ends the turn without a tool result or another model request. Suggestion calls do not consume app-tool budgets; their model tokens and request still appear in usage records. Suggestions are best-effort: a model may return none. If a model returns only suggestion calls without an answer, the adapter acknowledges them and makes at most one additional request to recover the answer. Invalid or repeated suggestions are dropped without preventing that recovery. Recovery never executes app tools or retries again; a completed answer may include new suggestion calls, which are ignored in favor of the original questions. Empty, incomplete, or app-tool-calling recovery responses fail the turn without suggestions. Bedrock keeps native tool results and tool configuration for recovery because Converse has no portable "none" tool choice; requested app calls are rejected before execution. OpenAI sets tool_choice="none" and also checks the response in case a gateway ignores it. Recovery does not consume app-tool budgets; its actual request and tokens are recorded in usage. The budget-ending response keeps all tools disabled. There is no guaranteed latency or token saving. Answer text and suggestion arguments share max_output_tokens (500 by default). Leave headroom for both: reaching the output-token limit fails the turn even if answer text has already streamed, and no suggestions are shown. Incomplete provider responses are never promoted to successful answers.

If suggestions appear beside app tools, they are discarded from both execution and the replayed tool transcript. Repeated suggestion calls are also discarded; without answer text they trigger the same single recovery request, with a result for each call. Malformed suggestion JSON or invalid questions are dropped without losing a valid answer, within the existing stream and payload safety limits. The server trims questions, rejects blank, multiline, control-character, HTML-tag, and overlong entries (100 characters), removes case-insensitive duplicates, and keeps at most the configured count. None of this validates factual accuracy or relevance.

Buttons appear only when an answer completes. A click fills and focuses the composer without sending. Edit the question before sending; existing write approvals still apply. While the composer contains a draft, the buttons are disabled with an explanation to prevent overwriting it. Suggestions clear on the next submission, reset, reconnect, error, cancellation, or successful Undo. An expired approval suppresses suggestions for the rest of that turn, even when the assistant finishes an explanation. Suggestions are never stored in conversation history; sending one creates an ordinary user message.

Custom agents can opt in by implementing with_followups(maximum: int), returning a session-specific agent configured for that limit. Its existing run() signature does not change. Yield {"type": "suggestions", "questions": [...]} as metadata; ChatSession holds and validates it, then emits it immediately before done only after a successful, nonempty answer. An agent's error event is forwarded with its original message and terminates the turn without suggestions or a completed reply in history. Applied actions are still recorded when a reply is interrupted. Agents must not execute suggestions as app tools or make extra model requests solely to generate them. The name suggest_followups is reserved among registered app tools while enabled.

Backend protocols and routing

Choose an adapter by the protocol exposed by your endpoint:

Adapter Protocol Where routing happens
ResponsesChat OpenAI Responses API with streaming and function tools The configured endpoint, such as OpenAI or a compatible gateway
BedrockChat AWS Bedrock ConverseStream Bedrock, using the configured model or inference profile
AGUIChat AG-UI streaming agent endpoint The externally hosted agent

ResponsesChat and OpenAIChat are names for the same class, with identical arguments and defaults. Existing OpenAIChat integrations continue to work; there is no deprecation or migration requirement. ResponsesChat is the clearer name when the endpoint is a gateway rather than OpenAI itself. It still defaults to OpenAI's endpoint and an OpenAI model, so configure both for other services.

The package does not choose between providers, balance requests, or configure fallbacks. Put those policies in your gateway or hosted agent. A separate adapter per vendor is unnecessary when the endpoint implements a supported protocol. Compatibility still requires the streaming events, tool calls and usage shapes that the adapter consumes; a gateway's “OpenAI-compatible” label alone is not sufficient. Chat Completions-only endpoints are not supported by ResponsesChat.

Applications can also supply a custom backend implementing the exported ChatAgent protocol to register(chat=...). That is an extension interface, not a built-in router. All built-in adapters validate app tool calls and retain server-side write approval.

Responses-compatible gateways (LiteLLM example)

ResponsesChat can use a gateway's Responses API with a server-side virtual key and model alias:

chat = ResponsesChat(
    api_key=os.environ["LITELLM_API_KEY"],
    base_url=os.environ["LITELLM_BASE_URL"],  # e.g. https://gateway.example/v1
    model=os.environ["LITELLM_MODEL"],
    instructions="Use app tools for facts.",
    provider="litellm",
    send_end_user=True,
    on_usage=record_usage,  # Callback example in Usage attribution below.
)
# Inside server(), using identity verified by the app's authentication layer:
register(session=session, input=input, tools=tools, chat=chat,
         usage_metadata={"username": viewer.username})

base_url defaults to https://api.openai.com/v1. Requests append /responses after removing trailing slashes, preserving any path prefix. HTTPS is required, except HTTP on exactly localhost or 127.0.0.1 for local development. URLs with credentials, queries, or fragments are rejected. Redirects are not followed. provider defaults to openai; the explicit label appears in usage records and model-call spans. It identifies the gateway, while model holds its alias.

send_end_user defaults to False. Enabling it sends the server-provided usage_metadata["username"] in the JSON user field on every model request, including tool follow-ups and the final round. The app must verify that identity; the library does not authenticate it. Missing or blank identity fails before network access. Browser-supplied identity is ignored. No end-user header or other metadata forwarding is added. Shared adapters isolate identity per turn. This flag is intended for gateways that use user for end-user budgets. If enabled with the default OpenAI endpoint, it sends that username to OpenAI too.

Recognized LiteLLM budget errors produce a fixed visitor message: “The assistant budget is used up. Contact your administrator.” Upstream error text is never displayed. Ordinary rate limits remain generic failures. The gateway enforces budgets; usage records only observe calls, with unknown token counts left as None. Configure end-user budgets separately from app-key budgets.

HTTPX uses environment configuration by default: SSL_CERT_FILE or SSL_CERT_DIR for corporate CAs, HTTPS_PROXY for an egress proxy, and NO_PROXY for gateway hosts that bypass it. See HTTPX environment variables. No custom HTTP client or header-forwarding option is provided. For local HTTP endpoints, set NO_PROXY=localhost,127.0.0.1 so proxy environment settings do not send the virtual key and end-user identity through a proxy over plain HTTP.

LiteLLM documents a Responses API bridge for other providers. Verify the deployed LiteLLM version and Bedrock model alias before rollout: function-call IDs and results, streaming usage, approval and denial, store: false, parallel_tool_calls: false, and the tools-disabled final round must survive that bridge. Gateway spend logs must also show the expected end user. Zero-budget rejection semantics can vary by gateway version; explicitly verify that a zero-budget user is blocked before their first call.

An opt-in live smoke test exercises local read/write tools against your gateway. Set LITELLM_BASE_URL, LITELLM_API_KEY, LITELLM_MODEL, LITELLM_TEST_USER (allowed), and LITELLM_BLOCKED_TEST_USER (already exhausted). Also set LITELLM_ZERO_BUDGET_TEST_USER to a distinct, freshly configured user with zero spend and a zero budget. All three users must differ. A gateway that allows the zero-budget user's first request fails this rollout check. It makes billable requests but does not configure gateway users or budgets. From this package's directory, in its test environment, run:

SHINYHUB_AGENT_LIVE_GATEWAY=1 PYTHONPATH=src python -m pytest tests/test_gateway_live.py -q

These tests are skipped by default. Passing mocked tests does not establish compatibility with a particular live gateway deployment.

The default suite also uses a local HTTP contract server to exercise the real HTTPX transport, multiline SSE, split UTF-8, tools, approvals, denial, usage and budget isolation. This verifies client behavior without contacting a provider. For a rollout, additionally record the deployed LiteLLM version and model alias, run the live tests, and inspect gateway spend logs for those test users. The live tests check the app-side records; they do not query gateway administration APIs or establish spend-log attribution by themselves.

Data sent to agents

Tool results are model input. Return the same authorized and anonymised data as the page, reduced to the fields needed for the question. Resolve identities such as "me" from verified session identity in the handler, and apply access filters before aggregation. Do not accept a caller-supplied user or project as the authority for scope. Avoid returning identity tokens, credentials, or unnecessary names and identifiers, even if the UI can display them.

Build tools and schemas inside the top-level server function for each viewer. Enums can be computed from that viewer's authorized values; schemas and descriptions are also visible to agents. An enum is a schema constraint, not an authorization check: the handler must re-check access on every call, including after permissions change. Test ordinary, manager, admin, and anonymised views against the page's access rules, including requests for another viewer's data. A result-size limit does not redact sensitive fields.

The chat history exists only in the viewer's Shiny session and defaults to the last six exchanges (history_exchanges in register()). A new chat clears it. The app currently has no durable conversation store. The helper does not provide a remote MCP server or a platform-wide agent registry, administration UI, or billing controls.

Approval and validation

JSON Schema validation runs before a chat approval card or an opted-in browser confirmation. For constraints that depend on current app state, add a side-effect-free validate(args) callback. It may be synchronous or async, must return None on success, and can raise ToolError(code, message) with a visitor-safe explanation. Validation runs again immediately before execution: available data may change while a visitor considers an action. Read tools can also have validators. Unexpected callback errors are sanitised.

An optional synchronous describe(args) gives a write an app-specific summary:

# Inside server(), alongside selected_period and set_period above:
from shinyhub_agent import ToolError

available_periods = reactive.value(["week", "year"])

def validate_period(args):
    if args["period"] not in available_periods.get():
        raise ToolError("no_data", "That reporting period has no data yet.")

set_period_tool = AgentTool(
    "set_period", "Change the dashboard period",
    {"type": "object", "properties": {"period": {"type": "string"}},
     "required": ["period"], "additionalProperties": False},
    set_period, read_only=False, confirmation="Change the dashboard period?",
    validate=validate_period,
    describe=lambda args: f"Reporting period = {args['period']}",
)

Descriptions contain 1–300 characters; invalid descriptions fall back to the argument display. Callbacks receive snapshots and cannot silently rewrite the approved arguments. The chat shows nested keys and array values as plain text; long summaries and custom descriptions retain expandable complete JSON details. HTML is always literal. Approval has a visible deadline; expired cards remove their buttons. Ask again to propose a fresh action.

Shiny state and write results

Registered handlers, validators, descriptions and undo callbacks run in the viewer session, with reactive reads isolated and the reactive graph locked. Pending reactive work is flushed before callbacks complete. They can read input.x() or a reactive calculation, call ui.update_*() without session=, and set reactive values without a manual reactive.flush(). Model requests and approval waits do not hold the lock. Session end cancels outstanding tasks. Keep callbacks short: the graph lock is shared across sessions in the process. Do not wait inside a callback for browser input updates or unrelated slow I/O.

ui.update_*() sends a client update; it does not synchronously change input.x(). Return normalized, server-owned view state, as selected_period does above. Route manual input changes through the same normalization function, including clamping dates and clearing incompatible filters. Use that state for subsequent reads and outputs. A browser acknowledgment cannot guarantee that later app effects or asynchronous work have completed. This package provides no app-wide settle() guarantee.

These guarantees apply to tools returned by register(). A standalone ToolRegistry has validation and payload bounds but no Shiny execution context. Writes are not transactional: a handler that raises after a mutation must handle its own recovery. Undo must still check that the applied state is current.

Budgets and limits

All backends execute calls in order. When a per-step budget or the one-write-per-step rule defers a call, all later calls in that step are deferred too. Each receives a correlated result with the tool_deferred error code; the model can request that work in another step. Malformed or incomplete streams never trigger app tools.

When the tool-round or per-turn call budget is exhausted, one final call with app tools disabled answers from completed results. If it fails or still requests tools, a deterministic response lists completed reads, applied actions and recent safe tool errors. The final call is additional to max_tool_rounds and is included in usage records. Suggestion-only answer recovery is terminal and distinct from this budget fallback; recovery failures propagate as errors.

Setting Where Default Allowed range
max_tool_calls_per_step Any backend 2 1–8
max_tool_calls_per_turn Any backend 8 1–64
max_tool_rounds Any backend 4 1–8, plus one final call
max_output_tokens OpenAI/Bedrock 500 100–8192; provider limits also apply
approval_timeout register() 30 s 1–300 s
history_exchanges register() 6 1–32 complete exchanges
max_answer_chars register() 8000 1000–32768 characters

History drops the oldest complete exchanges when full. Backends retain the registered history without a second six-exchange or 2000-character truncation. Increase max_answer_chars when raising model output limits. Larger histories and budgets increase token use.

Fixed bounds: 32 tools; 8192 UTF-8 bytes per schema or argument object; 32768 UTF-8 bytes per tool or undo result; 500 characters per tool description; 300 per confirmation; 140 per receipt; 1,000 per panel notice. Tool execution, preflight and undo have an 8-second timeout including waiting for the reactive lock. Streams allow 64 KiB per event and 1 MiB per response. Chat questions are capped at 2000 characters, 10 per minute and 40 per session; reset does not reset those budgets. Browser dispatch allows 20 requests per minute, with write preflight and execution each consuming one request. Browser confirmation expires after 30 seconds; each dispatch waits up to 10 seconds. Only the last chat write is undoable, for five minutes.

Usage attribution

All backends accept on_usage(record), a synchronous or async callback receiving a frozen UsageRecord per provider request, including final calls, failures and cancellations. Records include UTC timestamp, provider, app, optional username, model, turn/call IDs, one-based round, final-call flag, tokens, cache tokens when available, duration in milliseconds, requested tool names and outcome. The final-call flag identifies budget-exhaustion calls; suggestion-only answer recovery uses the next round number with final=False. Unknown counts are None, not zero. AG-UI records describe endpoint requests (model="external"); its protocol does not supply model token usage. Account for its internal model calls on the endpoint.

from dataclasses import asdict
import logging

usage_log = logging.getLogger("app.assistant_usage")

def record_usage(record):
    usage_log.info("assistant_usage", extra={"usage": asdict(record)})

chat = BedrockChat(
    model_id=os.environ["SHINYHUB_AGENT_BEDROCK_MODEL_ID"],
    region=os.environ["AWS_REGION"], instructions="Use app tools for facts.",
    on_usage=record_usage,
)

# Inside server(), after resolving viewer from verified session identity:
register(session=session, input=input, tools=tools, chat=chat,
         usage_metadata={"username": viewer.username if viewer else None})

App slug defaults from SHINYHUB_APP_SLUG. usage_metadata may set app and username (up to 256 characters each). By default metadata stays in local logs, callbacks and tracing; it is not added to prompts or HTTP headers. With ResponsesChat(send_end_user=True) (or OpenAIChat with the same flag), the username also leaves the app in the Responses API JSON user field, as described above. Other usage metadata is not forwarded. Resolve "me" in session-scoped tools. Shared adapters keep usage context separate for each viewer and turn.

shinyhub_agent._usage also emits single-line JSON at INFO level with structured agent_usage logging metadata. Where OpenTelemetry is installed, model-call spans receive shinyhub.agent.* attributes. Traces may be sampled; use logs or callbacks for complete accounting. Async callbacks have a two-second timeout; keep callbacks short and enqueue durable accounting separately. Callback and tracing failures do not fail answers. Records are observations, not exactly-once billing events; use call IDs for deduplication.

Opening chat in tests

The public window.shinyhubAgentChat.open() and .close() methods are idempotent. They return true when a chat session is available, or false before connection. They work with the native closed shadow root and fallback:

await page.waitForFunction(() => window.shinyhubAgentChat?.open());
await page.locator(".sh-agent-input").fill("What is the current reporting period?");
await page.locator(".sh-agent-send").click();

The existing shinyhub:chat:toggle event with {version: 1} also works, but toggles instead of ensuring the panel is open. Neither hook submits questions or approves changes. The toolbar's own controls require separate toolbar tests.

From the repository root, make test-py-agent runs the Python and browser unit tests. make test-browser-agent-chat-e2e checks native and fallback panels at desktop and mobile sizes, including keyboard access, accessibility and plain text argument rendering. make test-browser-agent-shiny-e2e exercises a real Shiny session with a local stub agent: approval, updates, output recomputation, undo and cancellation. These browser checks require Chrome and make no model provider requests.

Operational requirements

  • Keep app access behind ShinyHub's authentication and per-app access policy.
  • Give tools the least authority required, and check the viewer's permissions inside handlers for sensitive reads and actions.
  • Return only data the viewer may see. Tool results are sent to the model provider or hoster-owned AG-UI endpoint to compose an answer.
  • Set model and endpoint secrets per app, never in the page or manifest.
  • Review tool names, schemas, descriptions, and app instructions when the app changes. Add a regression test for each consequential action.
  • Run at most one chat request and one tool request at a time per viewer; the adapter enforces per-session request budgets and bounded payloads.

The package is a reusable app integration. A platform-owned chat service, central cost policy, admin configuration, and R Shiny helper remain separate work before this becomes a platform-wide production feature.

Real-model follow-up compatibility checks

The deterministic adapter tests verify protocol handling and request counts. Before enabling follow-ups with a new model or gateway, run the opt-in, billable probes against that deployment. They use synthetic dashboard facts and the default 500-token output limit. They check ordinary instructions (suggestions optional), a forced text-plus-suggestion response, and a read-tool round followed by an answer and suggestion. A metadata-only response may add one answer-recovery request; text plus suggestions must keep the fast path. Questions must not repeat in the answer/history:

# Configure only the backend being tested; normal AWS credentials apply to Bedrock.
export SHINYHUB_AGENT_BEDROCK_MODEL="your-model-id"
export AWS_REGION="your-region"
# Or configure OPENAI_API_KEY and SHINYHUB_AGENT_OPENAI_MODEL.
# Gateways can also set SHINYHUB_AGENT_OPENAI_BASE_URL and
# SHINYHUB_AGENT_OPENAI_PROVIDER (for example, "litellm").
SHINYHUB_AGENT_LIVE_FOLLOWUPS=1 uv run --extra test --extra bedrock \
  pytest tests/test_suggestions_live.py -q

Run this for each intended model. A passing probe establishes basic compatibility, not suggestion quality or a latency improvement. Application evaluations should also check relevance, self-contained wording, injected-data handling, and latency against the same prompts with follow-ups disabled.

Inline charts (experimental)

Charts are experimental and disabled by default. Enable them per viewer with register(..., charts=True). A read-only app tool can return ChartData instead of an ordinary JSON result:

from shinyhub_agent import AgentTool, ChartData, register

async def revenue_data(args):
    # Apply the same authorization and filters as the dashboard before returning.
    return ChartData(
        rows=[
            {"month": "2026-01-01", "revenue_eur": 12000},
            {"month": "2026-02-01", "revenue_eur": 19000},
        ],
        fields={"month": "temporal", "revenue_eur": "quantitative"},
        title="Illustrative monthly revenue (EUR)",
    )

# Inside server(), with chat_dependency() included in the UI:
register(session=session, input=input, chat=chat, charts=True, tools=[
    AgentTool("get_revenue", "Read monthly revenue for questions and charts", {
        "type": "object", "properties": {}, "additionalProperties": False,
    }, revenue_data),
])

The chat agent receives an opaque dataset ID, field types, row count, up to three sample rows, and numeric minima/maxima. The full dataset stays in the app's Shiny session until sent to that viewer's browser for display. Use an ordinary read tool for additional analysis or exact aggregates: a preview is not the whole dataset. Existing tool-result disclosure rules apply to the samples and statistics sent to the model or hoster-owned endpoint.

The chat-only render_chart tool accepts a dataset ID, kind (bar, line, area, scatter), x, y, optional categorical color, and title. It works with ResponsesChat, BedrockChat, AGUIChat, and custom agents that execute the provided tool registry. It is not exposed through WebMCP. Rendering a chart needs no write approval and does not change dashboard filters. Registered write tools keep their existing approval and Undo behavior.

Each card supports hover details, Expand (Escape closes it), Download SVG, and View data with the complete source table, loaded on demand in 50-row pages. Failed or stalled assets offer Retry chart and preserve source data; asset loads time out after 10 seconds and render attempts after 20 seconds. The browser retains the latest eight interactive charts, releasing older views and replacing them with a message inviting the viewer to recreate the chart. Charts are snapshots; subsequent dashboard changes do not rewrite old answers. The agent receives chart metadata in conversation history so it can reuse a dataset for follow-up chart requests. New data requires a new app read. Dataset IDs are session-local, limited to eight snapshots; evicted IDs return a safe error instructing the agent to read again. New chat and successful Undo clear dataset storage. Historical charts remain labeled snapshots after Undo.

Datasets accept 1–2,000 rows, 1–16 explicitly typed fields, and at most 256 KiB of row JSON. Types are nominal (strings), quantitative (finite numbers), and temporal (ISO calendar dates or timestamps using T); values may be null. Zone-free timestamps are interpreted as UTC. Charts with no complete x/y points are rejected, as are duplicate timestamps representing the same instant. Integers must fit the browser safe range (±9,007,199,254,740,991). Preview rows are omitted as needed to keep model tool results within the existing 32 KiB limit. Rows must exactly match the declared fields. Aggregate larger datasets in app-owned code first. Chart requests allow four cards per answer and twelve color groups. Non-scatter charts require a single row per x value and group: the helper rejects ambiguous duplicate points rather than silently aggregating them. Line/area charts require a numeric or temporal x axis; scatter needs two numeric axes; y is always numeric. Bar/area series are not stacked. Choose meaningful units in field names and chart titles. Existing tool-call budgets and argument limits still apply.

The renderer constructs a fixed Vega-Lite specification from validated options. Models cannot provide JavaScript, raw Vega specs, expressions, HTML, data URLs, external data sources, or renderer settings. Pinned Vega libraries ship with the package and load from the app's own asset path only when the first chart arrives; no CDN or external chart service is used. Dependencies use an isolated namespace and bypass host AMD/CommonJS loaders, preserving the app's own Vega libraries. The default Vega runtime needs a CSP that permits its expression compilation; when deployment CSP blocks rendering, source data remains available. The browser checks verify this fallback without changing the deployment's security policy. See www/vendor/README.md for versions and licenses. Without charts=True, existing tool behavior is retained; a ChartData result becomes ordinary JSON subject to the usual 32 KiB result limit.

Chart verification:

# Real renderer, desktop/mobile, native/fallback, accessibility including contrast.
# Run each engine: chromium (Chrome), firefox, webkit (Safari engine).
SHINYHUB_E2E_BROWSER=chromium node scripts/agent-charts-browser-e2e.mjs

# Opt-in, billable model acceptance with synthetic values only.
# responses: OPENAI_API_KEY, SHINYHUB_AGENT_OPENAI_MODEL, optional SHINYHUB_AGENT_OPENAI_BASE_URL
# openrouter: OPENROUTER_API_KEY, OPENROUTER_MODEL; use SHINYHUB_AGENT_LIVE_CHARTS=openrouter
# bedrock: AWS credentials, AWS_REGION, SHINYHUB_AGENT_BEDROCK_MODEL
# agui: SHINYHUB_AGENT_AGUI_URL, optional SHINYHUB_AGENT_AGUI_TOKEN
SHINYHUB_AGENT_LIVE_CHARTS=responses pytest packaging/python-agent/tests/test_charts_live.py -q

The live probe checks data reads, chart creation, follow-up dataset reuse, and reset. Run it against the intended deployment model before rollout. AG-UI endpoints must themselves follow the chart tools supplied in each request.

Releasing this package

Use a vership build with independent project support. The repository root registers agent; its configuration lives beside this package's pyproject.toml. From the repository root:

vership --project agent status
vership --project agent changelog patch
vership --project agent bump patch --dry-run
vership --project agent bump patch --prepare

Review the prepared commit and authorize publication before running vership --project agent release. Wait for the publish shinyhub-agent workflow to finish, then run vership --project agent verify. This checks the shinyhub-agent-v<version> tag and the shinyhub-agent PyPI distribution.

The manifest and shinyhub_agent.__version__ move together. This release does not bump the ShinyHub server or its companion packages. If HEAD changes after preparation, review the new content and run vership --project agent release --prepare to refresh the same version before releasing; do not bump it again.

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