Agents Catalog

The following agents are available in TrialGrid:

Agent	Description	Platforms	Available In
Custom Diagnostic Agent	Create and edit Custom Diagnostics	All	URL, Project, Draft
Custom Function Agent	Create Custom Functions from natural language descriptions	Medidata	Draft
Custom Function Reviewer	Review custom functions for bugs	Medidata	Draft
Edit Check Agent	Create and edit Edit Checks	Medidata	Draft
Field Visibility Advisor	Analyze and fix field visibility settings and edit checks	Medidata	Draft
Help Agent	Get help and answers from documentation	All	Global, URL, Project, Draft
Progressive Display Advisor	Analyze progressive display settings on items	Veeva	Draft
Specification Review	Review specifications and resolve object ambiguities	All	Draft
Test Case Agent	Create and edit Test Cases	Medidata	Draft
Test Case Search	Search and find test cases by name, status, or content	All	Project, Draft
Veeva Test Case Agent	Create and edit Test Cases for Veeva Vault EDC	Veeva	Draft

Custom Diagnostic Agent

Create and edit Custom Diagnostics

Platforms: All

Available in: URL, Project, Draft

Custom Function Agent

Create Custom Functions from natural language descriptions

Platforms: Medidata

Available in: Draft

The Custom Function Agent helps create Medidata Rave custom functions (C#) from natural language descriptions. It uses deterministic C# scaffolding templates for common patterns, with the LLM generating only the comparison logic.

Capabilities:

• Generate C# custom functions from templates

• Discover forms, fields, folders, and matrices in the current draft

• Validate syntax locally (tree-sitter) and via Rave API

• Save custom functions to the draft

Required Permission: Drafts.Edit Objects

NOTE: The Custom Function Agent may struggle with more complex custom functions. Please review all code generated by the agent carefully.

Custom Function Reviewer

Review custom functions for bugs

Platforms: Medidata

Available in: Draft

This agent analyzes custom function source code to identify logic bugs, missing null checks, unreferenced OIDs, and other quality issues. Results include a pattern classification, pseudo-code summary, and actionable findings with severity levels.

Action Hooks:

• review_saved — Fires when custom function reviews are saved

  Available variables for action preconditions (via agent()):

  • agent("error_count") — Number of error-severity findings for this custom function

Edit Check Agent

Create and edit Edit Checks

Platforms: Medidata

Available in: Draft

Drives discovery, ambiguity resolution, generation, and save as deterministic transitions; uses structured-output LLM calls for CQL + actions production.

Action Hooks:

• edit_check_saved — Fires when an edit check is created or updated

  Available variables for action preconditions (via agent()):

  • agent("edit_check_created") — True when a new edit check is created, False otherwise

  • agent("edit_check_updated") — True when an existing edit check is updated, False otherwise

Field Visibility Advisor

Analyze and fix field visibility settings and edit checks

Platforms: Medidata

Available in: Draft

This agent analyzes form fields to identify which should be hidden by default based on their context (pretext). It can then fix fields to be hidden, create SetDataPointVisible edit checks to show them when appropriate conditions are met, and generate test cases for the created checks.

Help Agent

Get help and answers from documentation

Platforms: All

Available in: Global, URL, Project, Draft

The Help agent searches and retrieves information from the application documentation. It can answer questions about how to use features, find relevant help topics, and explain diagnostic rules.

Capabilities:

• Search documentation topics by keyword

• Read and summarize help articles

• Search available test steps (Given/When/Then commands)

• Search diagnostic rules and their descriptions

Data Access:

This agent only reads documentation and does not modify any data. It accesses the built-in help system and step/diagnostic catalogs.

Progressive Display Advisor

Analyze progressive display settings on items

Platforms: Veeva

Available in: Draft

This agent analyzes items to identify which should be conditionally displayed based on another item's value. It checks whether the necessary Controlling Item and Controlling Item Values are correctly configured.

Specification Review

Review specifications and resolve object ambiguities

Platforms: All

Available in: Draft

The Specification Review agent discovers draft objects referenced by a specification and resolves any object ambiguities before other agents (Test Case Creator, Edit Check Creator) are invoked.

Capabilities: - Read and analyze specification custom objects - Discover referenced draft objects (forms, fields, events, items) - Identify object ambiguities (items on multiple forms, forms in multiple folders) - Walk through ambiguity resolution interactively Data Access: This agent can read draft structure and specification properties.

Action Hooks:

• review_complete — Fires when the specification review is complete

  Available variables for action preconditions (via agent()):

  • agent("ambiguity_count") — Number of unresolved ambiguities (total minus resolved and skipped)

  • agent("resolved_count") — Number of ambiguities resolved by the user

  • agent("skipped_count") — Number of ambiguities skipped by the user

  • agent("unresolved_issue_count") — Number of unresolved structural issues

  • agent("custom_function_required") — Whether the specification requires a custom function: 'true', 'false', or 'unknown'

Test Case Agent

Create and edit Test Cases

Platforms: Medidata

Available in: Draft

Drives discovery, ambiguity resolution, generation, and save as deterministic transitions; uses structured-output LLM calls for Gherkin scenarios production.

Action Hooks:

• test_case_saved — Fires when a test case is created or updated

  Available variables for action preconditions (via agent()):

  • agent("test_case_created") — True when a new test case is created, False otherwise

  • agent("test_case_updated") — True when an existing test case is updated, False otherwise

Test Case Search

Search and find test cases by name, status, or content

Platforms: All

Available in: Project, Draft

The Test Case Search agent helps find test cases across your project or within a specific draft. It can search by various criteria and display detailed results.

Capabilities:

• Search test cases by name, content, or last run status

• Filter by forms, fields, or folders used in test cases

• Filter by roles used in test cases

• View test case details and content

• Get failure details and error messages from failed test runs

• List drafts with test case counts (at project scope)

• Count test cases per draft with filters (e.g., "how many failed per draft")

Data Access:

This agent only reads test case data and run results. It cannot create, modify, or delete test cases. Use the Test Case Agent to create or edit test cases.

Required Permission: Drafts.Manage Tests

Veeva Test Case Agent

Create and edit Test Cases for Veeva Vault EDC

Platforms: Veeva

Available in: Draft

Drives discovery, ambiguity resolution, generation, and save as deterministic transitions; uses structured-output LLM calls for Gherkin scenario production.

Action Hooks:

• test_case_saved — Fires when a test case is created or updated

  Available variables for action preconditions (via agent()):

  • agent("test_case_created") — True when a new test case is created, False otherwise

  • agent("test_case_updated") — True when an existing test case is updated, False otherwise