community-automations/financial-docs

Research & Intel

PublicClaude subagent

Financial Docs Assistant

Financial filings hide the answer across hundreds of pages of footnotes and tables. This assistant finds the passage and quotes it instead of summarizing vaguely.

sonnet1 weekQdrantMistralOpenAI EmbeddingsPython
ClaudeClaude
ROI for
README.md

Why this subagent

Financial filings hide the answer across hundreds of pages of footnotes and tables. This assistant finds the passage and quotes it instead of summarizing vaguely.

Filings are chunked into Qdrant with company, type, and period metadata, then answered by Mistral over the retrieved context. Every figure cites its document and page, so an analyst can open the filing and confirm the number rather than trusting a generated summary.

How it runs

    • Read

      Used at step 01 to kick off the pipeline.

    • Write

      Used at step 01 to kick off the pipeline.

    • WebFetch

      Used at step 01 to kick off the pipeline.

    • WebSearch

      Used at step 01 to kick off the pipeline.

Sample output

json
// Sample output
// (generated when the pipeline finishes)

Answer questions over financial filings from retrieved passages only, citing the document and page for each figure.

Unlock the rest

The full agent definition, install snippet, and starter task are gated for community members.

Members get the full `.md` agent file, the npm / pnpm install one-liners, a starter prompt that we've tuned against real runs, and the open-source repo when this automation ships there. One email, magic link, done.