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Financial services/tree/fb operations agents#253

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urfanazad wants to merge 6 commits into
anthropics:mainfrom
urfanazad:financial-services/tree/fb-operations-agents
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Financial services/tree/fb operations agents#253
urfanazad wants to merge 6 commits into
anthropics:mainfrom
urfanazad:financial-services/tree/fb-operations-agents

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claude and others added 6 commits May 22, 2026 10:55
Installs jsonschema and anthropic at session start so check.py,
validate.py, and orchestrate.py all work in remote Claude Code sessions.

Also fixes deploy-managed-agent.sh to use POSIX-compatible mktemp syntax
(the macOS -t prefix form is not supported on Linux).

https://claude.ai/code/session_01N7WY1RFpZMVYXqWs8XQtho
Self-contained HTML dashboard derived from the Revolut Business account
statement (Jan–May 2026): KPI cards, monthly revenue vs COGS chart, cost
breakdown donut, expense waterfall, and revenue source breakdown.

https://claude.ai/code/session_01N7WY1RFpZMVYXqWs8XQtho
Full SPA covering all 10 financial agents with:
- Dark-themed responsive UI with agent sidebar and welcome screen
- Per-agent chat workspace with streaming responses
- Drag-and-drop file upload (PDF, Excel, CSV, images)
- SheetJS Excel parsing, marked.js markdown rendering
- Netlify serverless function proxying Anthropic API (SSE streaming)
- Suggestion chips and file previews per agent

Set ANTHROPIC_API_KEY in Netlify env vars to activate.

https://claude.ai/code/session_01N7WY1RFpZMVYXqWs8XQtho
Add FinanceAI agent workspace UI and Netlify serverless backend
…age role handling

* Add LSEG and S&P Global agents; fix message role/content handling

- Fix chat.mts: normalize m.role to "user"|"assistant" (guards against
  "ai" slipping through from the frontend) and skip empty-content
  messages in conversation history (blank assistant content causes an
  Anthropic API validation error)
- Add LSEG Analytics agent: bond RV, FX carry, equity research, swap
  curves, options vol, FI portfolio, macro/rates, bond futures basis
- Add S&P Global agent: company tearsheets (4 audience types), earnings
  previews, and M&A transaction summaries via Capital IQ
- Add "Partner Integrations" category (#06b6d4) to sidebar and welcome grid
- Update welcome copy from ten to twelve agents

* Add P&L Analyser agent and managed-agent cookbooks for all 13 agents

P&L Analyser (new):
- plugins/agent-plugins/pnl-analyser/ — plugin.json, system prompt, bundled skills
- plugins/vertical-plugins/financial-analysis/skills/pnl-analysis/ — new skill
- plugins/vertical-plugins/financial-analysis/skills/variance-analysis/ — new skill
- managed-agent-cookbooks/pnl-analyser/ — orchestrator + 3 subagents with
  Write isolated to commentary-writer leaf; statement-reader returns
  schema-validated JSON only
- ui/index.html — P&L Analyser card in Fund Admin & Finance Ops category
- ui/netlify/functions/chat.mts — full system prompt for chat endpoint

LSEG and S&P Global managed-agent cookbooks (new):
- managed-agent-cookbooks/lseg/ — orchestrator + market-data-reader,
  analytics-runner, report-writer; requires LSEG_MCP_URL
- managed-agent-cookbooks/spglobal/ — orchestrator + data-reader,
  doc-writer; requires SPGLOBAL_MCP_URL

All 13 agents now have Netlify chat system prompts and managed-agent
cookbooks deployable via scripts/deploy-managed-agent.sh <slug>.

---------

Co-authored-by: Claude <noreply@anthropic.com>
@urfanazad urfanazad closed this by deleting the head repository May 24, 2026
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2 participants