Summarize internal notes with the Ruby Agent SDK - Phaseo Docs

Use this recipe when a Ruby service needs a small internal-notes assistant without handing orchestration to another system.

1. Prepare the SDKs

The Ruby Agent SDK package is not yet on RubyGems. Follow the source installation instructions.

2. Define a notes lookup tool

lookup_note = PhaseoAgentSdk.define_tool(
  PhaseoAgentSdk::Tool.new(
    id: "lookup-note",
    description: "Look up one internal note by topic.",
    parameters: {
      type: "object",
      properties: {
        topic: { type: "string" },
      },
      required: ["topic"],
    },
    execute: lambda do |input, _context|
      {
        topic: input["topic"],
        summary: "Presets centralize routing defaults so app code stays smaller.",
      }
    end
  )
)

3. Create and run the agent

agent = PhaseoAgentSdk.create_agent(
  id: "notes-agent",
  model: "openai/gpt-5.4-nano",
  instructions: "Use tools when helpful and answer in one short paragraph.",
  tools: [lookup_note]
)

result = agent.run(
  input: "Summarize our note about presets.",
  client: PhaseoAgentSdk.create_gateway_agent_client
)

puts result.output

When this recipe fits

the tool inputs are simple and deterministic
the Ruby app already owns the data source
you want an ergonomic local-tool pattern for one bounded workflow

Last modified on July 26, 2026