Crawler Summary

Financial-Analyst-CrewAI-Project answer-first brief

AI-powered financial-analyst workflow using CrewAI, OpenAI, and Serper to generate company reports. Financial Analyst CrewAI Project - Morgan Stanley **Description:** AI-powered **Financial Analyst workflow** using **CrewAI, GPT-4o, and Serper API** to automate company research and generate one-page analyst briefs. --- πŸ”Ή Project Summary This project demonstrates how to apply **agentic AI to financial analysis**, automating the research and reporting process for financial firms. In this case, I focused on Morgan St Capability contract not published. No trust telemetry is available yet. Last updated 2/25/2026.

Freshness

Last checked 2/25/2026

Best For

Financial-Analyst-CrewAI-Project is best for crewai, multi-agent workflows where OpenClaw compatibility matters.

Not Ideal For

Contract metadata is missing or unavailable for deterministic execution.

Evidence Sources Checked

editorial-content, GITHUB REPOS, runtime-metrics, public facts pack

Claim this agent
Agent DossierGITHUB REPOSSafety: 66/100

Financial-Analyst-CrewAI-Project

AI-powered financial-analyst workflow using CrewAI, OpenAI, and Serper to generate company reports. Financial Analyst CrewAI Project - Morgan Stanley **Description:** AI-powered **Financial Analyst workflow** using **CrewAI, GPT-4o, and Serper API** to automate company research and generate one-page analyst briefs. --- πŸ”Ή Project Summary This project demonstrates how to apply **agentic AI to financial analysis**, automating the research and reporting process for financial firms. In this case, I focused on Morgan St

OpenClawself-declared

Public facts

4

Change events

1

Artifacts

0

Freshness

Feb 25, 2026

Verifiededitorial-contentNo verified compatibility signals

Capability contract not published. No trust telemetry is available yet. Last updated 2/25/2026.

Trust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Feb 25, 2026

Vendor

Dahimbis

Artifacts

0

Benchmarks

0

Last release

Unpublished

Executive Summary

Key links, install path, and a quick operational read before the deeper crawl record.

Verifiededitorial-content

Summary

Capability contract not published. No trust telemetry is available yet. Last updated 2/25/2026.

Setup snapshot

  1. 1

    Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.

  2. 2

    Final validation: Expose the agent to a mock request payload inside a sandbox and trace the network egress before allowing access to real customer data.

Evidence Ledger

Everything public we have scraped or crawled about this agent, grouped by evidence type with provenance.

Verifiededitorial-content
Vendor (1)

Vendor

Dahimbis

profilemedium
Observed Feb 25, 2026Source linkProvenance
Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium
Observed Feb 25, 2026Source linkProvenance
Security (1)

Handshake status

UNKNOWN

trustmedium
Observed unknownSource linkProvenance
Integration (1)

Crawlable docs

6 indexed pages on the official domain

search_documentmedium
Observed Apr 15, 2026Source linkProvenance

Release & Crawl Timeline

Merged public release, docs, artifact, benchmark, pricing, and trust refresh events.

Self-declaredagent-index

Artifacts Archive

Extracted files, examples, snippets, parameters, dependencies, permissions, and artifact metadata.

Self-declaredGITHUB REPOS

Extracted files

0

Examples

0

Snippets

0

Languages

python

Docs & README

Full documentation captured from public sources, including the complete README when available.

Self-declaredGITHUB REPOS

Docs source

GITHUB REPOS

Editorial quality

ready

AI-powered financial-analyst workflow using CrewAI, OpenAI, and Serper to generate company reports. Financial Analyst CrewAI Project - Morgan Stanley **Description:** AI-powered **Financial Analyst workflow** using **CrewAI, GPT-4o, and Serper API** to automate company research and generate one-page analyst briefs. --- πŸ”Ή Project Summary This project demonstrates how to apply **agentic AI to financial analysis**, automating the research and reporting process for financial firms. In this case, I focused on Morgan St

Full README

Financial Analyst CrewAI Project - Morgan Stanley

Description:
AI-powered Financial Analyst workflow using CrewAI, GPT-4o, and Serper API to automate company research and generate one-page analyst briefs.


πŸ”Ή Project Summary

This project demonstrates how to apply agentic AI to financial analysis, automating the research and reporting process for financial firms. In this case, I focused on Morgan Stanley.

The workflow is designed to simulate the work of a junior financial analyst, delivering concise, professional reports that highlight company performance, opportunities, and market outlook; exactly the kind of deliverables recruiters and consulting managers expect to see.

The system uses two agents:

  • Researcher Agent β†’ Collects structured insights (financial health, services, risks, opportunities, outlook).
  • Analyst Agent β†’ Transforms insights into a polished one-page financial analyst brief with executive summary, analysis, and conclusions.

The system also uses two tasks

  • Research Task β†’ Conducts structured research on {company}, gathering insights on financial health, historical performance, key services, risks, opportunities, and future outlook. Produces an organized research brief with clear sections.
  • Analysis Task β†’ Reviews the research brief and creates a polished one-page Financial Analyst Report. Includes an executive summary, financial highlights, service strengths, market opportunities, and a forward-looking conclusion.

πŸ› οΈ Technologies Used

  • CrewAI β†’ multi-agent orchestration
  • Python β†’ core implementation
  • LiteLLM / OpenAI GPT-4o-mini β†’ natural language generation
  • Serper API β†’ live web search for up-to-date financial data
  • Dotenv β†’ secure environment variable management

πŸ“Š Example Outputs

This project can run in two modes:

1. Without Serper API (Offline Mode)

When the crew runs without internet access, the Researcher Agent relies only on the model’s built-in knowledge.
The generated report still follows the correct structure but is based on general knowledge up to the model’s cutoff.

Example Screenshots:
Initial Stage
Offline Report


2. With Serper API (Online Mode)

When SERPER_API_KEY is provided, the Researcher Agent uses live search to pull the most recent company information.
This makes the final financial analyst brief more accurate, up-to-date, and relevant for 2025.

Execution Flow:

  • Research agent queries live data sources
  • Findings are structured into insights
  • Analyst agent turns insights into a professional one-page report

Example Screenshots:
Research Phase
Search Queries
Retrieved Data
Analysis Phase
Final Report


πŸ“ Key Difference

  • Offline Mode β†’ General analyst report based on stored knowledge.
  • Online Mode β†’ Live data integration, producing reports with current financials, news, and trends (2025).

The details in the report may not be accurate. I am trying to improve the program so that it can be updated with accurate information.

Contract & API

Machine endpoints, protocol fit, contract coverage, invocation examples, and guardrails for agent-to-agent use.

MissingGITHUB REPOS

Contract coverage

Status

missing

Auth

None

Streaming

No

Data region

Unspecified

Protocol support

OpenClaw: self-declared

Requires: none

Forbidden: none

Guardrails

Operational confidence: low

No positive guardrails captured.
Invocation examples
curl -s "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/snapshot"
curl -s "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/contract"
curl -s "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/trust"

Reliability & Benchmarks

Trust and runtime signals, benchmark suites, failure patterns, and practical risk constraints.

Missingruntime-metrics

Trust signals

Handshake

UNKNOWN

Confidence

unknown

Attempts 30d

unknown

Fallback rate

unknown

Runtime metrics

Observed P50

unknown

Observed P95

unknown

Rate limit

unknown

Estimated cost

unknown

Do not use if

Contract metadata is missing or unavailable for deterministic execution.
No benchmark suites or observed failure patterns are available.

Media & Demo

Every public screenshot, visual asset, demo link, and owner-provided destination tied to this agent.

Missingno-media
No screenshots, media assets, or demo links are available.

Related Agents

Neighboring agents from the same protocol and source ecosystem for comparison and shortlist building.

Self-declaredprotocol-neighbors
Github ReposUpdated 6mo agoRank 70

activepieces

AI Agents & MCPs & AI Workflow Automation β€’ (~400 MCP servers for AI agents) β€’ AI Automation / AI Agent with MCPs β€’ AI Workflows & AI Agents β€’ MCPs for AI Agents

OPENCLAW
Github ReposUpdated 6mo agoRank 70

cherry-studio

AI productivity studio with smart chat, autonomous agents, and 300+ assistants.

MCPOPENCLAW
Github ReposUpdated 6mo agoRank 70

AionUi

Free, local, open-source 24/7 Cowork app and OpenClaw for Gemini CLI, Claude Code, Codex, OpenCode, Qwen Code, Goose CLI, Auggie, and more | 🌟 Star if you like it!

MCPOPENCLAW
Github ReposUpdated 7mo agoRank 70

CopilotKit

The Frontend for Agents & Generative UI. React + Angular

OPENCLAW
Machine Appendix

Contract JSON

{
  "contractStatus": "missing",
  "authModes": [],
  "requires": [],
  "forbidden": [],
  "supportsMcp": false,
  "supportsA2a": false,
  "supportsStreaming": false,
  "inputSchemaRef": null,
  "outputSchemaRef": null,
  "dataRegion": null,
  "contractUpdatedAt": null,
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Invocation Guide

{
  "preferredApi": {
    "snapshotUrl": "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/snapshot",
    "contractUrl": "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/contract",
    "trustUrl": "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/trust"
  },
  "curlExamples": [
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/snapshot\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/contract\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_REPOS",
      "generatedAt": "2026-10-09T02:27:18.757Z"
    }
  },
  "retryPolicy": {
    "maxAttempts": 3,
    "backoffMs": [
      500,
      1500,
      3500
    ],
    "retryableConditions": [
      "HTTP_429",
      "HTTP_503",
      "NETWORK_TIMEOUT"
    ]
  }
}

Trust JSON

{
  "status": "unavailable",
  "handshakeStatus": "UNKNOWN",
  "verificationFreshnessHours": null,
  "reputationScore": null,
  "p95LatencyMs": null,
  "successRate30d": null,
  "fallbackRate": null,
  "attempts30d": null,
  "trustUpdatedAt": null,
  "trustConfidence": "unknown",
  "sourceUpdatedAt": null,
  "freshnessSeconds": null
}

Capability Matrix

{
  "rows": [
    {
      "key": "OPENCLEW",
      "type": "protocol",
      "support": "unknown",
      "confidenceSource": "profile",
      "notes": "Listed on profile"
    },
    {
      "key": "crewai",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    },
    {
      "key": "multi-agent",
      "type": "capability",
      "support": "supported",
      "confidenceSource": "profile",
      "notes": "Declared in agent profile metadata"
    }
  ],
  "flattenedTokens": "protocol:OPENCLEW|unknown|profile capability:crewai|supported|profile capability:multi-agent|supported|profile"
}

Facts JSON

[
  {
    "factKey": "docs_crawl",
    "category": "integration",
    "label": "Crawlable docs",
    "value": "6 indexed pages on the official domain",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  },
  {
    "factKey": "vendor",
    "category": "vendor",
    "label": "Vendor",
    "value": "Dahimbis",
    "href": "https://github.com/dahimbis/Financial-Analyst-CrewAI-Project",
    "sourceUrl": "https://github.com/dahimbis/Financial-Analyst-CrewAI-Project",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-02-25T05:06:48.885Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/contract",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-02-25T05:06:48.885Z",
    "isPublic": true
  },
  {
    "factKey": "handshake_status",
    "category": "security",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "href": "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/trust",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-dahimbis-financial-analyst-crewai-project/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true
  }
]

Change Events JSON

[
  {
    "eventType": "docs_update",
    "title": "Docs refreshed: Sign in to GitHub Β· GitHub",
    "description": "Fresh crawlable documentation was indexed for the official domain.",
    "href": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceUrl": "https://github.com/login?return_to=https%3A%2F%2Fgithub.com%2Fopenclaw%2Fskills%2Ftree%2Fmain%2Fskills%2Fasleep123%2Fcaldav-calendar",
    "sourceType": "search_document",
    "confidence": "medium",
    "observedAt": "2026-04-15T05:03:46.393Z",
    "isPublic": true
  }
]

Sponsored

Ads related to Financial-Analyst-CrewAI-Project and adjacent AI workflows.