Xpersona

Crawler Summary

finance-research-agent answer-first brief

Intelligent financial research assistant powered by CrewAI. Automates data collection, analysis, and reporting for investment research, market monitoring, and financial due diligence. Financial Researcher A $1 crew that researches a company on the web and produces a structured financial report. Two agents work sequentially: a researcher gathers facts via search, then an analyst writes the final report. How it works | Agent | Role | Tools | |-------|------|-------| | **researcher** | Senior Financial Researcher | $1 (web search) | | **analyst** | Market Analyst & Report Writer | — | The {company} i Capability contract not published. No trust telemetry is available yet. Last updated 10/9/2026.

Freshness

Last checked 10/9/2026

Best For

finance-research-agent 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

CardFactsSnapshotContractTrust
Agent DossierGITHUB REPOSSafety: 66/100

finance-research-agent

Intelligent financial research assistant powered by CrewAI. Automates data collection, analysis, and reporting for investment research, market monitoring, and financial due diligence. Financial Researcher A $1 crew that researches a company on the web and produces a structured financial report. Two agents work sequentially: a researcher gathers facts via search, then an analyst writes the final report. How it works | Agent | Role | Tools | |-------|------|-------| | **researcher** | Senior Financial Researcher | $1 (web search) | | **analyst** | Market Analyst & Report Writer | — | The {company} i

OpenClawself-declared

Public facts

4

Change events

1

Artifacts

0

Freshness

Oct 9, 2026

Verifiededitorial-contentNo verified compatibility signals

Capability contract not published. No trust telemetry is available yet. Last updated 10/9/2026.

Trust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Oct 9, 2026

Vendor

Kumarsantosh3914

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Unpublished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 10/9/2026.

View Source

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

Kumarsantosh3914

profilemedium
Observed Oct 9, 2026Source linkProvenance
Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium
Observed Oct 9, 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

Docs Update

Docs refreshed: Sign in to GitHub · GitHub

search_documentmedium

Fresh crawlable documentation was indexed for the official domain.

Observed Apr 15, 2026

Artifacts Archive

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

Self-declaredGITHUB REPOS

Extracted files

0

Examples

6

Snippets

0

Languages

python

Executable Examples

text

research_task (researcher + Serper)  →  analysis_task (analyst)  →  output/report.md

bash

uv sync
# or
crewai install

env

GROQ_API_KEY=your_groq_api_key
SERPER_API_KEY=your_serper_api_key
MODEL=groq/llama-3.3-70b-versatile

bash

crewai run

bash

uv run crewai run

python

inputs = {
    'company': 'Tesla',  # or any company name
}

Docs & README

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

Self-declaredGITHUB REPOS

Docs source

GITHUB REPOS

Editorial quality

ready

Intelligent financial research assistant powered by CrewAI. Automates data collection, analysis, and reporting for investment research, market monitoring, and financial due diligence. Financial Researcher A $1 crew that researches a company on the web and produces a structured financial report. Two agents work sequentially: a researcher gathers facts via search, then an analyst writes the final report. How it works | Agent | Role | Tools | |-------|------|-------| | **researcher** | Senior Financial Researcher | $1 (web search) | | **analyst** | Market Analyst & Report Writer | — | The {company} i

Full README

Financial Researcher

A CrewAI crew that researches a company on the web and produces a structured financial report. Two agents work sequentially: a researcher gathers facts via search, then an analyst writes the final report.

How it works

research_task (researcher + Serper)  →  analysis_task (analyst)  →  output/report.md

| Agent | Role | Tools | |-------|------|-------| | researcher | Senior Financial Researcher | SerperDevTool (web search) | | analyst | Market Analyst & Report Writer | — |

The {company} input is interpolated into agent roles, goals, and task descriptions from YAML config.

Requirements

  • Python 3.10–3.13
  • uv (recommended) or pip
  • API keys (see below)

Setup

  1. Clone the repo and enter the project directory.

  2. Install dependencies:

uv sync
# or
crewai install
  1. Create a .env file in the project root:
GROQ_API_KEY=your_groq_api_key
SERPER_API_KEY=your_serper_api_key
MODEL=groq/llama-3.3-70b-versatile

| Variable | Purpose | |----------|---------| | GROQ_API_KEY | LLM calls via Groq | | SERPER_API_KEY | Web search via Serper | | MODEL | Optional default model (agents also set llm in agents.yaml) |

Note: Groq models require the litellm package, which is included in pyproject.toml.

Running

From the project root:

crewai run

Or with uv directly:

uv run crewai run

By default, main.py researches Anthropic. The report is written to output/report.md and printed to the terminal.

Change the target company

Edit src/financial_researcher/main.py:

inputs = {
    'company': 'Tesla',  # or any company name
}

Project structure

financial_researcher/
├── src/financial_researcher/
│   ├── config/
│   │   ├── agents.yaml      # Agent roles, goals, LLM
│   │   └── tasks.yaml       # Task descriptions & workflow
│   ├── crew.py              # Crew definition & tools
│   └── main.py              # Entry point & inputs
├── output/
│   └── report.md            # Generated report (gitignored)
├── knowledge/               # Optional knowledge sources
├── .env                     # API keys (not committed)
└── pyproject.toml

Customization

  • config/agents.yaml — Agent personas and LLM (llm: groq/llama-3.3-70b-versatile by default)
  • config/tasks.yaml — Research scope, report sections, output path
  • crew.py — Tools, max_iter, context-window settings
  • main.py — Kickoff inputs (e.g. company)

To use a different LLM provider, update the llm field in agents.yaml (e.g. openai/gpt-4o) and set the matching API key in .env. See the CrewAI LLM docs.

Other commands

crewai test          # Evaluate crew performance
crewai train         # Train the crew
crewai replay        # Replay from a specific task
crewai log-tasks-outputs

Resources

Contract & API

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

MissingGITHUB REPOS

Endpoints

Dossier APISnapshot APIContract APITrust API

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-kumarsantosh3914-finance-research-agent/snapshot"
curl -s "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/contract"
curl -s "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/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.

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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-kumarsantosh3914-finance-research-agent/snapshot",
    "contractUrl": "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/contract",
    "trustUrl": "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/trust"
  },
  "curlExamples": [
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/snapshot\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/contract\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_REPOS",
      "generatedAt": "2026-10-10T04:25:48.683Z"
    }
  },
  "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": "vendor",
    "category": "vendor",
    "label": "Vendor",
    "value": "Kumarsantosh3914",
    "href": "https://github.com/kumarsantosh3914/finance-research-agent",
    "sourceUrl": "https://github.com/kumarsantosh3914/finance-research-agent",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-10-09T21:21:40.788Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/contract",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-10-09T21:21:40.788Z",
    "isPublic": true
  },
  {
    "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": "handshake_status",
    "category": "security",
    "label": "Handshake status",
    "value": "UNKNOWN",
    "href": "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/trust",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-kumarsantosh3914-finance-research-agent/trust",
    "sourceType": "trust",
    "confidence": "medium",
    "observedAt": null,
    "isPublic": true
  }
]

Change Events JSON

[
  {
    "eventType": "docs_update",
    "title": "Docs refreshed: Sign in to GitHub · 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
  }
]

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