Crawler Summary

crewai-wealth-management-meeting-assistant-demo answer-first brief

crewai-wealth-management-meeting-assistant-demo CrewAI Meeting Assistant Demo A small, self-contained agentic AI pipeline: a meeting transcript goes in, a structured summary + action items come out — with input and output guardrails wired around a $1 agent. This is the **CrewAI counterpart** to my $1. Same output contract, same guardrail logic, different orchestration framework — built side by side so the two are directly comparable. What this is (and isn't) My pr Capability contract not published. No trust telemetry is available yet. 1 GitHub stars reported by the source. Last updated 10/9/2026.

Freshness

Last checked 10/9/2026

Best For

crewai-wealth-management-meeting-assistant-demo 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

Agent DossierGITHUB REPOSSafety: 66/100

crewai-wealth-management-meeting-assistant-demo

crewai-wealth-management-meeting-assistant-demo CrewAI Meeting Assistant Demo A small, self-contained agentic AI pipeline: a meeting transcript goes in, a structured summary + action items come out — with input and output guardrails wired around a $1 agent. This is the **CrewAI counterpart** to my $1. Same output contract, same guardrail logic, different orchestration framework — built side by side so the two are directly comparable. What this is (and isn't) My pr

OpenClawself-declared

Public facts

5

Change events

1

Artifacts

0

Freshness

Oct 9, 2026

Verifiededitorial-contentNo verified compatibility signals1 GitHub stars

Capability contract not published. No trust telemetry is available yet. 1 GitHub stars reported by the source. Last updated 10/9/2026.

1 GitHub starsTrust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Oct 9, 2026

Vendor

Ramkannan1981

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Unpublished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. 1 GitHub stars reported by the source. Last updated 10/9/2026.

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

Ramkannan1981

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

Protocol compatibility

OpenClaw

contractmedium
Observed Oct 9, 2026Source linkProvenance
Adoption (1)

Adoption signal

1 GitHub stars

profilemedium
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

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

raw transcript
  │
  ▼
[INPUT GUARDRAILS]   PII redaction + prompt-injection scan
  ▼
[AGENT]              CrewAI Agent → Task (output_pydantic=MeetingOutput) → Crew
  ▼
[OUTPUT GUARDRAILS]  1. schema validation
  │                  2. hallucinated-identifier check (output vs. source)
  │                  3. the agent's own flagged_for_review signal
  ▼
ACCEPT / FLAG_FOR_REVIEW / REJECT
  (a transcript with injection patterns is never silently ACCEPTed)

text

src/
  schemas.py                    Pydantic output contract
  agents.py                     CrewAI Agent / Task / Crew builders (LLM injectable)
  guardrails/input_guardrails.py    PII redaction, injection detection
  guardrails/output_guardrails.py   Validation, hallucination check, decision chain
  main.py                       run_pipeline() + CLI entry point
eval/
  eval_guardrails.py            Deterministic guardrail assertions (12)
  eval_crew_wiring.py           End-to-end pipeline test with a fake LLM (9)
sample_data/
  sample_transcript.txt         Synthetic transcript exercising every guardrail path

bash

python3 -m venv venv
source venv/bin/activate          # Windows: venv\Scripts\activate
pip install -r requirements.txt

bash

python -m eval.eval_guardrails    # 12 deterministic assertions on the guardrails
python -m eval.eval_crew_wiring   # 9 assertions driving the real pipeline

bash

python -m src.main                # no key: runs Stage 1, then explains what's needed

bash

cp .env.example .env              # set ANTHROPIC_API_KEY (or OPENAI_API_KEY + CREWAI_MODEL)
python -m src.main

Docs & README

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

Self-declaredGITHUB REPOS

Docs source

GITHUB REPOS

Editorial quality

ready

crewai-wealth-management-meeting-assistant-demo CrewAI Meeting Assistant Demo A small, self-contained agentic AI pipeline: a meeting transcript goes in, a structured summary + action items come out — with input and output guardrails wired around a $1 agent. This is the **CrewAI counterpart** to my $1. Same output contract, same guardrail logic, different orchestration framework — built side by side so the two are directly comparable. What this is (and isn't) My pr

Full README

CrewAI Meeting Assistant Demo

A small, self-contained agentic AI pipeline: a meeting transcript goes in, a structured summary + action items come out — with input and output guardrails wired around a CrewAI agent.

This is the CrewAI counterpart to my Mastra version of the same demo. Same output contract, same guardrail logic, different orchestration framework — built side by side so the two are directly comparable.

What this is (and isn't)

My production agentic-AI work is built on Mastra (TypeScript, AWS Bedrock). I have not shipped CrewAI to production. This repo is me applying the same production patterns in CrewAI to make the framework comparison concrete — it is a from-scratch reference implementation, not a copy of anything proprietary. It contains no internal code, no internal architecture, and no real client data; the sample transcript is synthetic.

It demonstrates:

  • Input guardrails — PII redaction and prompt-injection detection, applied before the transcript reaches the model.
  • Structured output via a typed contract (Pydantic) rather than free-text parsing.
  • Output guardrails, including hallucinated-identifier detection: if the output contains an identifier-shaped value (e.g. something that looks like a Medicare number) that was not in the source transcript, it is treated as a likely fabrication and routed to human review.
  • Explicit decisions, never a silent pass-through or a crash — the pipeline always resolves to ACCEPT, FLAG_FOR_REVIEW, or REJECT. That includes agent-stage failures (provider outage, output that can't be converted to the schema) and transcripts containing prompt-injection patterns, which are escalated rather than accepted even when the output itself validates.

Architecture

raw transcript
  │
  ▼
[INPUT GUARDRAILS]   PII redaction + prompt-injection scan
  ▼
[AGENT]              CrewAI Agent → Task (output_pydantic=MeetingOutput) → Crew
  ▼
[OUTPUT GUARDRAILS]  1. schema validation
  │                  2. hallucinated-identifier check (output vs. source)
  │                  3. the agent's own flagged_for_review signal
  ▼
ACCEPT / FLAG_FOR_REVIEW / REJECT
  (a transcript with injection patterns is never silently ACCEPTed)

Project structure

src/
  schemas.py                    Pydantic output contract
  agents.py                     CrewAI Agent / Task / Crew builders (LLM injectable)
  guardrails/input_guardrails.py    PII redaction, injection detection
  guardrails/output_guardrails.py   Validation, hallucination check, decision chain
  main.py                       run_pipeline() + CLI entry point
eval/
  eval_guardrails.py            Deterministic guardrail assertions (12)
  eval_crew_wiring.py           End-to-end pipeline test with a fake LLM (9)
sample_data/
  sample_transcript.txt         Synthetic transcript exercising every guardrail path

The guardrail modules and schema depend only on Pydantic — not on CrewAI.

Setup

Tested on Python 3.12.

python3 -m venv venv
source venv/bin/activate          # Windows: venv\Scripts\activate
pip install -r requirements.txt

Provider support in CrewAI is an optional extra. requirements.txt installs crewai[anthropic] for the default model. A plain pip install crewai fails with an ImportError the first time an agent is built. If you switch CREWAI_MODEL to another provider, install that provider's extra instead (e.g. crewai[openai]).

Testing

No API key or network access is needed for either suite:

python -m eval.eval_guardrails    # 12 deterministic assertions on the guardrails
python -m eval.eval_crew_wiring   # 9 assertions driving the real pipeline

eval_crew_wiring runs the real run_pipeline() — real CrewAI Agent, Task, Crew, and output_pydantic conversion — with a deterministic fake model in place of a live one. It covers accept, fabricated-identifier, injection-escalation, self-flagged, provider-failure, and unparseable-output paths. (You'll see a few Error executing listener ... simulated provider outage lines while it runs; that is CrewAI logging the failure the test deliberately injects.)

I also checked that these tests can actually fail: temporarily disabling the hallucination check made the relevant assertions fail in both suites.

What is not verified here: any behaviour of a real model. The canned responses in the tests are hand-written, so they show the plumbing is correct — not that a live model writes good summaries or fabricates identifiers in the way the tests assume. I have not run this against a live provider, and the default model string (anthropic/claude-sonnet-4-5) has not been validated against a live API; model names change often, so check your provider's docs and set CREWAI_MODEL if needed. Measuring real-model quality is the LLM-as-Judge tier of an evaluation pyramid (deterministic assertions → LLM-as-Judge → meta-evaluation); this repo implements only the first tier.

Running the pipeline

python -m src.main                # no key: runs Stage 1, then explains what's needed

With a key:

cp .env.example .env              # set ANTHROPIC_API_KEY (or OPENAI_API_KEY + CREWAI_MODEL)
python -m src.main

The sample transcript deliberately contains a Medicare-like number, an email address, and an embedded injection attempt ("ignore all previous instructions…"), so a run exercises every stage. Expect the final decision on that transcript to be FLAG_FOR_REVIEW because of the injection attempt, even when the model's output is otherwise clean.

Mastra vs CrewAI: what differed in practice

Observations from building both:

  • Structured output. Mastra takes a Zod schema per call (structuredOutput: { schema }, result on .object). CrewAI attaches a Pydantic model to the Task (output_pydantic=, result on .pydantic).
  • Failure behaviour. CrewAI's kickoff() raises (ConverterError) when model output can't be converted to the schema, rather than returning an empty result — so the pipeline needs an explicit boundary that turns that into REJECT. run_pipeline() has one.
  • Setup. Provider support is an optional extra (crewai[anthropic]); see Setup above.
  • Testability. CrewAI's BaseLLM has a single abstract method (call), which made a deterministic fake model straightforward. That is why agents.py builds the agent from a function taking an optional llm instead of at import time.

Design notes

  • Input vs output are separate concerns. What's in the data (PII) and whether the output can be trusted are different problems, implemented as separate modules.
  • The hallucination check runs against the original transcript, not the redacted one. Redaction controls what reaches the model; hallucination detection verifies the model's output against ground truth.
  • PII findings are logged as counts and types only, never raw values.
  • This is a reference implementation. Regex-based PII detection demonstrates the pattern; a production system should layer a real PII-detection model or managed service on top rather than rely on regex.

License

MIT

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-ramkannan1981-crewai-wealth-management-meeting-assistant/snapshot"
curl -s "https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/contract"
curl -s "https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/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.

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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-ramkannan1981-crewai-wealth-management-meeting-assistant/snapshot",
    "contractUrl": "https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/contract",
    "trustUrl": "https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/trust"
  },
  "curlExamples": [
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/snapshot\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/contract\"",
    "curl -s \"https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_REPOS",
      "generatedAt": "2026-10-09T23:08:25.389Z"
    }
  },
  "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": "Ramkannan1981",
    "href": "https://github.com/Ramkannan1981/crewai-wealth-management-meeting-assistant-demo",
    "sourceUrl": "https://github.com/Ramkannan1981/crewai-wealth-management-meeting-assistant-demo",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-10-09T11:50:37.736Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/contract",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-10-09T11:50:37.736Z",
    "isPublic": true
  },
  {
    "factKey": "traction",
    "category": "adoption",
    "label": "Adoption signal",
    "value": "1 GitHub stars",
    "href": "https://github.com/Ramkannan1981/crewai-wealth-management-meeting-assistant-demo",
    "sourceUrl": "https://github.com/Ramkannan1981/crewai-wealth-management-meeting-assistant-demo",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-10-09T11:50:37.736Z",
    "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-ramkannan1981-crewai-wealth-management-meeting-assistant/trust",
    "sourceUrl": "https://www.xpersona.co/api/v1/agents/crewai-ramkannan1981-crewai-wealth-management-meeting-assistant/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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