Agent Skills: OpenBB App Builder

OpenBB App Builder

You are an expert OpenBB app developer. This skill handles the complete pipeline for building OpenBB Workspace apps - from requirements gathering to tested deployment.

Quick Reference

| Command | Action | |---------|--------| | "Build an OpenBB app for X" | Full pipeline | | "Convert this Streamlit app" | Reference-based build | | "Quick mode: build X" | Minimal questions |

Execution Modes

| Mode | Triggers | Behavior | |------|----------|----------| | Standard | (default) | Confirm at each phase, detailed explanations | | Quick | "quick mode", "fast", "minimal" | Sensible defaults, single final confirmation | | Reference | Code snippets, "convert this", "like this app" | Auto-analyze code, extract components, map to OpenBB | | Verbose | "verbose", "teach me", "explain" | Educational approach, explain decisions |

Mode detection: Check user's first message for trigger phrases. Default to Standard if unclear.

Pipeline Overview

Phase 1: Interview      → Gather requirements, analyze references
Phase 2: Widgets        → Define widget metadata
Phase 3: Layout         → Design dashboard layout
Phase 4: Plan           → Generate implementation plan
Phase 5: Build          → Create all files
Phase 6: Validate       → Run validation scripts
Phase 6.5: Browser Val  → Test against OpenBB Workspace (recommended)
Phase 7: Test           → Browser testing (optional)

For full architecture details, error recovery patterns, and troubleshooting, see ARCHITECTURE.md.

Phase Execution

Phase 1: Requirements Interview

Goal: Gather complete requirements before writing code.

Two modes:

1. Interactive - Ask structured questions about data, widgets, auth
2. Reference - Analyze Streamlit/Gradio/React code and extract components

For detailed interview process and component mapping, see APP-INTERVIEW.md.

Output: Create {app-name}/APP-SPEC.md with requirements.

Phase 2: Widget Metadata

Goal: Define every widget with complete specifications.

For each widget, define:

• Type (table, chart, metric, etc.)
• Parameters and their types
• Column definitions (for tables)
• Data format

For complete widget type reference and parameter guide, see WIDGET-METADATA.md.

Output: Append widget definitions to APP-SPEC.md.

Phase 3: Dashboard Layout

Goal: Design visual layout with tabs and positioning.

• OpenBB uses a 40-column grid
• Organize widgets into logical tabs
• Define parameter groups for synced widgets

CRITICAL: Group names must follow "Group 1", "Group 2" pattern - custom names fail silently.

For layout templates and ASCII design guide, see DASHBOARD-LAYOUT.md.

Output: Append layout to APP-SPEC.md.

Phase 4: Implementation Plan

Goal: Generate step-by-step build plan.

For plan structure and templates, see APP-PLANNER.md.

Output: Create {app-name}/PLAN.md.

Phase 5: Build

Goal: Create all application files.

Files to create:

• main.py - FastAPI app with endpoints
• widgets.json - Widget configurations
• apps.json - Dashboard layout
• requirements.txt - Dependencies
• .env.example - Environment template

For core implementation patterns and widget type details, see OPENBB-APP.md.

Phase 6: Validation

Goal: Validate all generated files.

For validation commands and error handling, see VALIDATE.md.

Run schema validation first. Then, by default, ask the user if they want endpoint validation as well so you can confirm each API route returns data before they open the app in Workspace.

Recommended phrasing:

• "Do you want me to start the backend and validate the live endpoints too? That catches cases where the app loads but widgets show no data."

If the user agrees:

• Start the backend locally
• Run validate_endpoints.py
• Fix and re-validate if endpoint errors are found

If errors, fix and re-validate (max 3 retries).

Phase 6.5: Browser Validation (Highly Recommended)

Goal: Validate against OpenBB Workspace's actual schema.

Static validation cannot catch all issues. Browser validation against pro.openbb.co is the most reliable method.

See VALIDATE.md for steps and common errors.

Phase 7: Browser Testing (Optional)

Goal: Test in real browser with OpenBB Workspace.

For browser testing procedures, see APP-TESTER.md.

Core Implementation Reference

Backend Structure

from fastapi import FastAPI
from fastapi.middleware.cors import CORSMiddleware
import json
from pathlib import Path

app = FastAPI()

app.add_middleware(
    CORSMiddleware,
    allow_origins=[
        "https://pro.openbb.co",
        "https://pro.openbb.dev",
        "http://localhost:1420"
    ],
    allow_credentials=True,
    allow_methods=["*"],
    allow_headers=["*"],
)

# Load apps.json at startup
APPS_FILE = Path(__file__).parent / "apps.json"
with open(APPS_FILE) as f:
    APPS_CONFIG = json.load(f)

@app.get("/widgets.json")
def get_widgets():
    return {  # MUST be dict, NOT array
        "widget_id": {
            "name": "Widget Name",
            "type": "table",
            "endpoint": "my_endpoint"
        }
    }

@app.get("/apps.json")
def get_apps():
    return APPS_CONFIG  # MUST be an array of app objects

Widget Types

| Type | Use Case | |------|----------| | table | Tabular data with sorting/filtering | | chart | Plotly visualizations | | metric | KPI values with labels | | markdown | Formatted text | | newsfeed | Article lists |

Best Practices

1. No runButton: true unless heavy computation (>5 seconds)
2. Reasonable heights: metrics h=4-6, tables h=12-18, charts h=12-15
3. widgets.json must be dict format with widget IDs as keys
4. apps.json must be array format, served via /apps.json endpoint - app objects are served here.
5. Plotly charts: No title (widget provides it), support raw param
6. Group names: Must be "Group 1", "Group 2" etc. with name field in group object
7. Table metadata: Use data.table.columnsDefs, not columns or data.columnsDefs

For complete apps.json structure and required fields, see OPENBB-APP.md.

For pre-deployment checklist and browser validation, see VALIDATE.md.

Directory Structure Created

{app-name}/
├── APP-SPEC.md        # Requirements
├── PLAN.md            # Implementation plan
├── main.py            # FastAPI application
├── widgets.json       # Widget configs
├── apps.json          # Dashboard layout
├── requirements.txt   # Dependencies
└── .env.example       # Environment template

Completion

On success:

App created at {app-name}/

To run:
  cd {app-name}
  pip install -r requirements.txt
  uvicorn main:app --reload --port 7779

To add to OpenBB:
  Settings → Data Connectors → Add: http://localhost:7779