Agents Catalog

The following agents are available in TrialGrid:

Agent	Description	Platforms	Available In
Help Agent	Get help and answers from documentation	All	Global, URL, Project, 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

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.

Test Case Agent

Create and edit Test Cases

Platforms: Medidata

Available in: Draft

The Test Case Agent helps create and edit automated test cases for Medidata Rave clinical trial designs. It understands the draft structure and can generate valid test case syntax.

Capabilities:

• Create test cases for edit check queries (OpenQuery)

• Create test cases for field visibility rules (SetDataPointVisible)

• Edit existing test cases

• Search forms, fields, and folders in the current draft

• Validate test case syntax before saving

• Suggest appropriate test data values based on field definitions

Data Access:

This agent can read draft structure (forms, fields, folders, matrices) and existing test cases. It can create and modify test cases in the current draft. It cannot modify the draft design itself.

Required Permission: Drafts.Manage Tests

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