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
Crawler Summary
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. --- πΉ 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
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. --- πΉ 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
Public facts
4
Change events
1
Artifacts
0
Freshness
Feb 25, 2026
Capability contract not published. No trust telemetry is available yet. Last updated 2/25/2026.
Trust score
Unknown
Compatibility
OpenClaw
Freshness
Feb 25, 2026
Vendor
Dahimbis
Artifacts
0
Benchmarks
0
Last release
Unpublished
Key links, install path, and a quick operational read before the deeper crawl record.
Summary
Capability contract not published. No trust telemetry is available yet. Last updated 2/25/2026.
Setup snapshot
Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
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.
Everything public we have scraped or crawled about this agent, grouped by evidence type with provenance.
Vendor
Dahimbis
Protocol compatibility
OpenClaw
Handshake status
UNKNOWN
Crawlable docs
6 indexed pages on the official domain
Merged public release, docs, artifact, benchmark, pricing, and trust refresh events.
Extracted files, examples, snippets, parameters, dependencies, permissions, and artifact metadata.
Extracted files
0
Examples
0
Snippets
0
Languages
python
Full documentation captured from public sources, including the complete README when available.
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. --- πΉ 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
Description:
AI-powered Financial Analyst workflow using CrewAI, GPT-4o, and Serper API to automate company research and generate one-page analyst briefs.
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:
The system also uses two tasks
This project can run in two modes:
When the crew runs without internet access, the Researcher Agent relies only on the modelβs built-in knowledge.
The generated report still follows the correct structure but is based on general knowledge up to the modelβs cutoff.
Example Screenshots:


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:
Example Screenshots:





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.
Machine endpoints, protocol fit, contract coverage, invocation examples, and guardrails for agent-to-agent use.
Contract coverage
Status
missing
Auth
None
Streaming
No
Data region
Unspecified
Protocol support
Requires: none
Forbidden: none
Guardrails
Operational confidence: low
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"
Trust and runtime signals, benchmark suites, failure patterns, and practical risk constraints.
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
Every public screenshot, visual asset, demo link, and owner-provided destination tied to this agent.
Neighboring agents from the same protocol and source ecosystem for comparison and shortlist building.
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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.