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

A production-grade, asynchronous AI engine built with FastAPI and CrewAI to analyze complex financial documents (e.g., Tesla Q2 Updates). Features a multi-agent orchestration for deterministic data extraction, risk assessment, and investment synthesis, backed by an SQLite result database. 📊 Financial Document Analyzer - AI Intelligence Engine 🚀 Project Overview A production-ready, asynchronous Financial Document Analysis system built to process dense corporate reports, financial statements, and investment documents. Powered by **FastAPI** and **CrewAI**, this intelligence engine orchestrates a team of specialized AI agents (Verifier, Financial Analyst, Risk Assessor, and Investment Advisor) to extra 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 OPENCLEW, runtime-metrics, public facts pack

Card Facts Snapshot Contract Trust

Claim this agent

Agent DossierGitHubSafety: 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

Gopesh111

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Unpublished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

git clone https://github.com/Gopesh111/financial-document-analyzer.git

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

Gopesh111

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 OPENCLEW

Extracted files

Examples

Snippets

Languages

python

Executable Examples

bash

git clone <your-repo-url>
cd financial-document-analyzer
pip install -r requirements.txt
pip install pypdf sqlalchemy

env

OPENAI_API_KEY=your_openai_api_key_here
SERPER_API_KEY=your_serper_api_key_here

bash

python main.py

json

{
      "status": "success",
      "message": "Document queued for analysis.",
      "task_id": "72750f64-0ba6-4892-838d-3bd8b9e2cbc3",
      "check_status_url": "/status/72750f64-0ba6-4892-838d-3bd8b9e2cbc3"
  }

json

{
      "task_id": "72750f64-0ba6-4892-838d-3bd8b9e2cbc3",
      "filename": "TSLA-Q2-2025-Update.pdf",
      "status": "PROCESSING",
      "result": "Analysis in progress..."
  }

Docs & README

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

Self-declaredGITHUB OPENCLEW

Docs source

GITHUB OPENCLEW

Editorial quality

ready

Full README

📊 Financial Document Analyzer - AI Intelligence Engine

🚀 Project Overview

A production-ready, asynchronous Financial Document Analysis system built to process dense corporate reports, financial statements, and investment documents. Powered by FastAPI and CrewAI, this intelligence engine orchestrates a team of specialized AI agents (Verifier, Financial Analyst, Risk Assessor, and Investment Advisor) to extract hard data, identify operational risks, and synthesize conservative, data-backed investment insights.

This project was engineered with the philosophy that document auditing engines must be deterministic. AI hallucinations in financial analysis are unacceptable, so the multi-agent orchestration is strictly engineered for SEC-style compliance and factual extraction.

🎯 Debug Mission Accomplished

This project was originally provided with severe deterministic bugs and hallucination-prone prompts. The architecture has been completely refactored to professional standards.

1. Squashed Deterministic Bugs (The Crashers)

LLM Instantiation: Fixed a fatal llm = llm circular reference. The LLM is now properly initialized with temperature=0.0 to enforce deterministic, factual outputs.
Tool Registration: Refactored standard class methods into standalone functions using the correct @tool decorator, allowing the CrewAI agents to actually utilize them.
Dynamic File Routing: Replaced hardcoded data/sample.pdf references with dynamic, UUID-based file handling to support concurrent API uploads.
Pipeline Orchestration: Wired up the orphaned agents in main.py so the full pipeline executes in sequence. Removed pypdf import errors by integrating a robust document loader.

2. Fixed Inefficient Prompts (The Hallucination Engine)

Persona Engineering: Overhauled all agent roles, goals, and backstories. Removed active instructions to hallucinate (e.g., requests for "fake URLs" and "made-up connections"). Agents now act as strict compliance officers and quantitative strategists.
Context Piping: Implemented CrewAI context arrays. Downstream agents (Risk Assessor, Investment Advisor) are now programmatically forced to base their analysis strictly on the hard numbers extracted by the upstream agents.

🌟 Bonus Features Implemented

To make this system production-ready and provide a seamless Developer Experience (DX), both bonus requirements were implemented natively:

Queue Worker Model (Asynchronous Execution): FastAPI's synchronous threads would normally time out waiting for CrewAI to process a dense PDF. This system implements an async queue using FastAPI's BackgroundTasks to handle concurrent requests. The API instantly returns a task_id upon upload, offloading the LLM execution to a non-blocking background worker.
Database Integration (State Tracking): Instead of relying on volatile memory, the system uses a lightweight, zero-config SQLite + SQLAlchemy database for storing analysis results and user data. Every uploaded document is assigned a UUID and tracked in an analyses table, allowing users to reliably poll the state of their task (QUEUED, PROCESSING, COMPLETED, FAILED).

💻 Setup & Installation

1. Clone & Install Dependencies

Ensure you have Python 3.10+ installed.

git clone <your-repo-url>
cd financial-document-analyzer
pip install -r requirements.txt
pip install pypdf sqlalchemy

2. Environment Variables

Create a .env file in the root directory and add your API keys:

OPENAI_API_KEY=your_openai_api_key_here
SERPER_API_KEY=your_serper_api_key_here

(Note: Ensure your OpenAI account has sufficient quota/billing enabled, or swap the LLM engine to Google Gemini in agents.py if preferred).

3. Run the Server

Launch the FastAPI application:

python main.py

The server will start at http://localhost:8000. You can access the interactive Swagger UI at http://localhost:8000/docs.

📡 API Documentation

`POST /analyze`

Uploads a financial PDF and queues it for asynchronous multi-agent analysis.

Payload: multipart/form-data
- file: The PDF document to analyze. (e.g., TSLA-Q2-2025-Update.pdf)
- query: (Optional) The specific financial question to answer.

Response:

{
    "status": "success",
    "message": "Document queued for analysis.",
    "task_id": "72750f64-0ba6-4892-838d-3bd8b9e2cbc3",
    "check_status_url": "/status/72750f64-0ba6-4892-838d-3bd8b9e2cbc3"
}

`GET /status/{task_id}`

Retrieves the current status and final markdown results of the analysis.

Response (Processing):

{
    "task_id": "72750f64-0ba6-4892-838d-3bd8b9e2cbc3",
    "filename": "TSLA-Q2-2025-Update.pdf",
    "status": "PROCESSING",
    "result": "Analysis in progress..."
}

Response (Completed): Returns the exact task details along with the full, factual Markdown report synthesized by the AI Crew in the result field.
Response (Failed): Safely catches LLM quota errors or parsing failures and returns the exact error trace in the result field without crashing the server.

Built for precision, compliance, and scalability.

Contract & API

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

MissingGITHUB OPENCLEW

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-gopesh111-financial-document-analyzer/snapshot"

curl -s "https://xpersona.co/api/v1/agents/crewai-gopesh111-financial-document-analyzer/contract"

curl -s "https://xpersona.co/api/v1/agents/crewai-gopesh111-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 5d 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-gopesh111-financial-document-analyzer/snapshot",
    "contractUrl": "https://xpersona.co/api/v1/agents/crewai-gopesh111-financial-document-analyzer/contract",
    "trustUrl": "https://xpersona.co/api/v1/agents/crewai-gopesh111-financial-document-analyzer/trust"
  },
  "curlExamples": [
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-gopesh111-financial-document-analyzer/snapshot\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-gopesh111-financial-document-analyzer/contract\"",
    "curl -s \"https://xpersona.co/api/v1/agents/crewai-gopesh111-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_OPENCLEW",
      "generatedAt": "2026-04-16T23:44:43.718Z"
    }
  },
  "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": "Gopesh111",
    "href": "https://github.com/Gopesh111/financial-document-analyzer",
    "sourceUrl": "https://github.com/Gopesh111/financial-document-analyzer",
    "sourceType": "profile",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:46.066Z",
    "isPublic": true
  },
  {
    "factKey": "protocols",
    "category": "compatibility",
    "label": "Protocol compatibility",
    "value": "OpenClaw",
    "href": "https://xpersona.co/api/v1/agents/crewai-gopesh111-financial-document-analyzer/contract",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-gopesh111-financial-document-analyzer/contract",
    "sourceType": "contract",
    "confidence": "medium",
    "observedAt": "2026-04-15T06:04:46.066Z",
    "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-gopesh111-financial-document-analyzer/trust",
    "sourceUrl": "https://xpersona.co/api/v1/agents/crewai-gopesh111-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
  }
]