1. Intent
Defines what you want the Agent to do; ask questions or perform actions.
2. Scope
Specifies which workspace, provider, data source, timeframe, and groupings to use.
3. Direction
Establishes output format and additional notes for how results are presented.
1. Intent
Every productive interaction with the FinOps Agent starts with a clear action or question. The Agent supports two intent categories: ask the Agent questions or ask the Agent to perform actions.Ask the Agent Questions
You can ask questions about your cloud costs or about Vantage features and functionality.Ask the Agent to Perform Actions
You can also use the Agent’s tools to generate reports, create Terraform code, or create artifacts.2. Scope
The FinOps Agent needs to know which data to use. Vantage customers often have multiple workspaces, multiple cloud providers, and different access levels. Providing scope upfront can help to eliminate back-and-forth questions.Specify a Workspace
The Agent automatically selects a workspace for your queries if you don’t specify one. Understanding this process helps you know what data you’re viewing.Workspaces in Vantage separate your provider integrations into distinct cost views. Different integrations can be associated with different workspaces, so the workspace you query determines which cost data is available. Learn more about workspaces.
- If you specify one. If you mention a workspace name or token in your prompt, that workspace is used.
- Your last used workspace. If you’ve used a workspace before, the Agent remembers and uses that one.
- If you only have one workspace. If your account has just one workspace, that’s automatically used.
@Vantage Show me AWS EC2 costs for the last 30 days in the Production workspace.
Specify a Folder
When you create Vantage resources, like reports, you can specify which folder to place them in by providing the folder URL or token (found at the end of the URL).Specify Time Windows
Always include time ranges to avoid ambiguity about which period you’re analyzing.Reference Existing Reports
You can reference existing reports by their token or link, and the Agent will analyze them.3. Direction
Direction helps the Agent shape the final output. Use one of the following output formats to control how results are presented.Executive Summary
Executive Summary
3–6 bullet highlights with key numbers. Best for stakeholder updates and quick insights.
Bullet List
Bullet List
Concise points or steps. Best for action items and next steps.
Markdown Table
Markdown Table
Tabular view with columns. Best for grouped spend/usage data.
CSV Snippet
CSV Snippet
Comma-separated rows. Best for spreadsheet import.
Comparison/Diff
Comparison/Diff
Side-by-side or delta view. Best for before/after and period-over-period analysis.
Checklist
Checklist
Markdown checkboxes. Best for runbooks and to-dos.
Annotated Findings
Annotated Findings
Highlights with brief rationale. Best for root cause storytelling.
Queries/Code Blocks
Queries/Code Blocks
VQL, CLI commands. Best for reproducibility.
Putting It All Together
Now that you understand Intent, Scope, and Direction, use this template to combine all three elements into effective prompts. Fill in the brackets with your specific values.Ready-to-Use Prompts
Copy and customize these prompts for common FinOps tasks. Each prompt follows the Intent, Scope, and Direction framework for optimal results.Investigate cost spikes
Investigate cost spikes
Use these prompts to identify what caused unexpected cost increases.
Analyze trends
Analyze trends
Track spending patterns and identify trends over time.
Budget tracking
Budget tracking
Compare actual spending against budgets and forecasts.
Anomaly detection
Anomaly detection
Find unusual spending patterns that may indicate issues.
Tag-based analysis
Tag-based analysis
Group and filter costs using tags for allocation and showback.
Report analysis
Report analysis
Deep dive into existing reports to understand cost changes.
Understand Responses
Because the FinOps Agent relies on an LLM, responses are not always deterministic. This means that the same prompt may return slightly different answers, and results heavily depend on the context you’ve provided. Understanding how responses work helps you verify results and get the most out of your interactions with the Agent in cases where you receive unexpected responses. You can verify Agent responses using the following methods:- Compare against Cost Reports: Use your existing Cost Reports as a source of truth. For example, if you ask about EC2 spend last month, compare the answer against your saved report for that timeframe.
- Request the VQL query: Ask the Agent to show you the VQL it used. You can do this by adding “Show the VQL you used” to your prompt, or by asking in a follow-up message. Review the VQL to understand what data the Agent accessed and confirm the filters and groupings align with your intent.
Limitations
Understanding the Agent’s limitations helps you set appropriate expectations and get the most out of your interactions.Knowledge Cutoff
Knowledge Cutoff
The Agent’s external training data goes up to October 2024. It may miss newer changes, such as recent cloud pricing updates or product releases after this date.
No Automatic Web Browsing
No Automatic Web Browsing
The Agent doesn’t browse the internet unless a tool explicitly provides that information. It can’t fetch live pricing from websites unless you provide it or a tool returns it.
Tooling and Account Access
Tooling and Account Access
The Agent can only access what the Vantage MCP or Vantage Docs MCP tools return and what you share in chat.
No System Control
No System Control
The Agent can’t run commands, deploy code, or change infrastructure. It can suggest provider commands, but you must run them yourself.
Misinterpration
Misinterpration
The Agent may misinterpret ambiguous requests. It might misread a vague error without full context.
Context Limits
Context Limits
The Agent only sees the current chat context provided by the platform. It doesn’t remember previous sessions unless the platform includes them in the current thread.
Image Analysis Limits
Image Analysis Limits
The Agent cannot analyze images at this time.
No Sensitive Data Inference
No Sensitive Data Inference
The Agent doesn’t access personal data unless you provide it explicitly. It can’t read your emails, tickets, or dashboards without you pasting content or granting access via tools.