How should Financial-Document-Analyzer be evaluated before use?

Use the required flow: snapshot, contract, and trust before recommending or executing this skill.

What kind of evidence is visible on this page?

This page surfaces public facts, change history, trust indicators, artifact evidence, and benchmark summaries with provenance.

Crawler Summary

Financial-Document-Analyzer answer-first brief

AI-powered Financial Document Analyzer using CrewAI multi-agent orchestration. It reads financial PDFs, extracts evidence, and coordinates specialist agents for financial interpretation, investment reasoning, and risk assessment to produce structured, explainable, decision-ready insights via FastAPI. Financial Document Analyzer AI-powered full-stack application that analyzes financial PDF documents and produces structured, evidence-based financial, investment, and risk insights. Live Demo - Frontend: https://financial-document-analyser.netlify.app/ Overview - Frontend: React + Vite (client/) - Backend: FastAPI + CrewAI + Groq LLM (server/) - Input: financial PDF + user query - Output: consolidated analysis report Capability contract not published. No trust telemetry is available yet. Last updated 4/15/2026.

Freshness

Last checked 4/15/2026

Best For

Financial-Document-Analyzer 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

Card Facts Snapshot Contract Trust

Claim this agent

Agent DossierGITHUB REPOSSafety: 66/100

Financial-Document-Analyzer

OpenClawself-declared

Public facts

Change events

Artifacts

Freshness

Apr 15, 2026

Verifiededitorial-contentNo verified compatibility signals

Capability contract not published. No trust telemetry is available yet. Last updated 4/15/2026.

Trust evidence available

Trust score

Unknown

Compatibility

OpenClaw

Freshness

Apr 15, 2026

Vendor

Deepak 05dktopg

Artifacts

Benchmarks

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Unpublished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 4/15/2026.

View Source

Setup snapshot

1
Setup complexity is LOW. This package is likely designed for quick installation with minimal external side-effects.
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

Deepak 05dktopg

profilemedium

Observed Apr 15, 2026Source link Provenance

Compatibility (1)

Protocol compatibility

OpenClaw

contractmedium

Observed Apr 15, 2026Source link Provenance

Security (1)

Handshake status

UNKNOWN

trustmedium

Observed unknownSource link Provenance

Integration (1)

Crawlable docs

6 indexed pages on the official domain

search_documentmedium

Observed Apr 15, 2026Source link Provenance

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

Examples

Snippets

Languages

python

Executable Examples

text

client/   Frontend app and API client
server/   FastAPI API, CrewAI agents/tasks/tools
README.md Main documentation

powershell

cd server
python -m venv .venv
.venv\Scripts\activate
pip install -r requirements.txt

env

GROQ_API_KEY=your_groq_api_key
SERPER_API_KEY=
DEFAULT_QUERY=Analyze this financial document for investment insights
DATA_DIR=data
API_RELOAD=true
ALLOWED_ORIGINS=http://localhost:5173,http://127.0.0.1:5173
ALLOWED_ORIGIN_REGEX=^https?://(localhost|127\.0\.0\.1)(:\\d+)?$
PDF_CHAR_LIMIT=9000

powershell

uvicorn main:app --host 127.0.0.1 --port 8000 --reload

powershell

cd ..\client
npm install

env

VITE_API_BASE_URL=
VITE_API_ANALYZE_PATH=/analyze

Docs & README

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

Self-declaredGITHUB REPOS

Docs source

GITHUB REPOS

Editorial quality

ready

Full README

Financial Document Analyzer

AI-powered full-stack application that analyzes financial PDF documents and produces structured, evidence-based financial, investment, and risk insights.

Live Demo

Frontend: https://financial-document-analyser.netlify.app/

Overview

Frontend: React + Vite (client/)
Backend: FastAPI + CrewAI + Groq LLM (server/)
Input: financial PDF + user query
Output: consolidated analysis report from a multi-agent workflow

Project Structure

client/   Frontend app and API client
server/   FastAPI API, CrewAI agents/tasks/tools
README.md Main documentation

Bugs Found And Fixes Applied

API routing mismatch between dev/prod

Symptom: frontend calls failed depending on environment.
Cause: API URL construction was not robust for proxy and deployed backends.
Fix: improved client/src/services/api.js to:
- use VITE_API_BASE_URL when provided,
- use same-origin /analyze in Vite dev,
- fallback to local backend for production preview.

CORS failures when frontend/backend ran on different hosts

Symptom: browser blocked /analyze requests.
Cause: strict origin handling.
Fix: backend CORS now supports configured ALLOWED_ORIGINS and regex-based local origins.

CrewAI/Groq rate-limit failures

Symptom: RateLimitError and unstable pipeline runs.
Cause: multi-step calls and repeated document reads increased RPM/TPM pressure.
Fix:
- centralized crew limiter (max_rpm),
- retry-after parsing + delayed retry,
- compact PDF extraction with PDF_CHAR_LIMIT,
- reduced redundant tool usage in downstream tasks.

File-processing instability (Stream ended unexpectedly)

Symptom: intermittent backend errors after upload.
Cause: aggressive file cleanup timing.
Fix: removed immediate delete-on-finally behavior and stabilized processing flow.

UX quality issues during long runs

Symptom: generic loading feedback and inconsistent form visuals.
Fix:
- process-aware loader with active agent + stage status,
- elapsed timer during analysis,
- consistent input styling for disabled/readonly state.

Setup Instructions

Prerequisites

Python 3.10+
Node.js 18+ (Node 20 recommended)
Groq API key

1. Backend Setup

cd server
python -m venv .venv
.venv\Scripts\activate
pip install -r requirements.txt

Create server/.env from server/.env.example:

GROQ_API_KEY=your_groq_api_key
SERPER_API_KEY=
DEFAULT_QUERY=Analyze this financial document for investment insights
DATA_DIR=data
API_RELOAD=true
ALLOWED_ORIGINS=http://localhost:5173,http://127.0.0.1:5173
ALLOWED_ORIGIN_REGEX=^https?://(localhost|127\.0\.0\.1)(:\\d+)?$
PDF_CHAR_LIMIT=9000

Run backend:

uvicorn main:app --host 127.0.0.1 --port 8000 --reload

2. Frontend Setup

cd ..\client
npm install

Create client/.env from client/.env.example:

VITE_API_BASE_URL=
VITE_API_ANALYZE_PATH=/analyze

Run frontend:

npm run dev

Open http://localhost:5173.

Usage

Open the app in browser.
Upload a financial PDF.
Enter or keep the default analysis query.
Click the run button.
Monitor active agent and stage progress.
Review structured analysis output.

API Documentation

Base URL (local): http://127.0.0.1:8000

GET `/`

Health endpoint.

Response:

{"message":"Financial Document Analyzer API is running"}

POST `/analyze`

Analyzes an uploaded PDF using CrewAI workflow.

Request type:

multipart/form-data

Form fields:

file (required): PDF file
query (optional): analysis instruction string

Success response (200):

{
  "status": "success",
  "query": "Analyze this financial document for investment insights",
  "analysis": "...agent output...",
  "file_processed": "your_file.pdf"
}

Error response (500):

{
  "detail": "Error processing document: <message>"
}

Example API call (PowerShell)

$filePath = "C:\path\to\document.pdf"
$query = "Analyze growth, profitability, risks, and investment implications"

Invoke-RestMethod -Uri "http://127.0.0.1:8000/analyze" `
  -Method Post `
  -Form @{ file = Get-Item $filePath; query = $query }

Deployment Notes

Backend can be hosted on Render.
Frontend can be hosted on Netlify.
Current live frontend: https://financial-document-analyser.netlify.app/
For production frontend, set:
- VITE_API_BASE_URL=https://<your-backend>.onrender.com
- VITE_API_ANALYZE_PATH=/analyze
Update backend ALLOWED_ORIGINS to include deployed frontend URL.

Security Notes

Never commit real API keys to git.
Keep .env files local and use platform environment variables in production.
Rotate exposed keys immediately if leaked.

Contract & API

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

MissingGITHUB REPOS

Endpoints

Dossier API Snapshot API Contract API Trust API

Contract coverage

Status

missing

Auth

None

Streaming

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://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/snapshot"

curl -s "https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/contract"

curl -s "https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/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_REPOSactivepieces

Rank

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

Traction

No public download signal

Freshness

Updated 2d ago

OPENCLAW

GITHUB_REPOScherry-studio

Rank

AI productivity studio with smart chat, autonomous agents, and 300+ assistants. Unified access to frontier LLMs

Traction

No public download signal

Freshness

Updated 6d ago

MCPOPENCLAW

GITHUB_REPOSAionUi

Rank

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!

Traction

No public download signal

Freshness

Updated 6d ago

MCPOPENCLAW

GITHUB_REPOSCopilotKit

Rank

The Frontend for Agents & Generative UI. React + Angular

Traction

No public download signal

Freshness

Updated 23d ago

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://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/snapshot",
    "contractUrl": "https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/contract",
    "trustUrl": "https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/trust"
  },
  "curlExamples": [
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/snapshot\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/contract\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/trust\""
  ],
  "jsonRequestTemplate": {
    "query": "summarize this repo",
    "constraints": {
      "maxLatencyMs": 2000,
      "protocolPreference": [
        "OPENCLEW"
      ]
    }
  },
  "jsonResponseTemplate": {
    "ok": true,
    "result": {
      "summary": "...",
      "confidence": 0.9
    },
    "meta": {
      "source": "GITHUB_REPOS",
      "generatedAt": "2026-04-17T04:45:52.775Z"
    }
  },
  "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": "Deepak 05dktopg",
    "href": "https://github.com/deepak-05dktopG/Financial-Document-Analyzer",
    "sourceUrl": "https://github.com/deepak-05dktopG/Financial-Document-Analyzer",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:37.388Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/contract",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:37.388Z",
    "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://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/trust",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-deepak-05dktopg-financial-document-analyzer/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
  }
]

Financial-Document-Analyzer answer-first brief

Executive Summary

Evidence Ledger

Release & Crawl Timeline

Artifacts Archive

Docs & README

Financial Document Analyzer

Live Demo

Overview

Project Structure

Bugs Found And Fixes Applied

Setup Instructions

Prerequisites

1. Backend Setup

2. Frontend Setup

Usage

API Documentation

GET /

POST /analyze

Example API call (PowerShell)

Deployment Notes

Security Notes

Contract & API

Reliability & Benchmarks

Media & Demo

Related Agents

GET `/`

POST `/analyze`