deepkpi-agents
Agent skills and prompts for automating finance workflows with deepKPI
Documentation
deepkpi-agents: Revelata Agentic Skills Library
**Open-source agentic skills for equity research and analysis, powered by Revelata deepKPI.** Pull structured KPI time series, full SEC filing markdown (10-K, 10-Q, 8-K), 10-K-derived company summaries, and more — directly into Claude, ChatGPT, or OpenClaw.
The skills cover a growing set of fundamental workflows for equity research: KPI lookup, filing-text retrieval, derived metric calculation, peer benchmarking, seasonality analysis, and analyst-report pressure-testing.
Data access requires a free Revelata account. Every data point returned by our deepKPI service has a clickable hyperlink back to its source sentence in the original filing. Provenance is preserved through every downstream tool call, so analyses are 1-click auditable — no opaque numbers, no hand-waved citations.
Authentication is via OAuth (Claude, ChatGPT) or API key (OpenClaw). For manual MCP server setup, endpoint URL, and the underlying tool reference, see **MCP.md**.
Skills
| Skill | What it does |
|---|---|
| `kpi` | Pulls structured KPI time series for US public companies from SEC filings; supports Excel export. |
| `company-summary` | Describes a company's business and segment / geography structure; supports thematic "who does X?" discovery. |
| `filing` | Pulls clean SEC filing markdown into chat; extracts verbatim quotes from MD&A, risk factors, footnotes. |
| `seasonality` | Computes seasonal quarterly ratios from historical actuals; splits annual forecasts into quarterly estimates; outputs an Excel workbook. |
| `implied-metric` | Derives metrics that aren't directly reported — Q4 from FY−(Q1+Q2+Q3), segment remainders, per-unit economics (ARPU, ASP, AUV), take rates. |
| `pressure-test` | Pressure-tests analyst reports against SEC filing data; outputs an interactive HTML report with claim-by-claim evidence and provenance hyperlinks. |
| `benchmark` | Performs operational peer / comp discovery via deepKPI semantic search; aligns KPI fingerprints, generates segment sub-benchmarks, supports HTML and Excel output. |
| `ideas` | Guides users without a specific company or thesis through idea generation — interactive interview, screen, and deep-dive. |
| `revelata` | Orchestrates complex multi-step research that crosses multiple workflows. |
Installation
We integrate into the following agentic frameworks:
Claude Desktop Cowork & Code
Install the plugin via our third-party marketplace:
1. In Cowork, open Customize → + → Create Plugin
2. Add marketplace: `revelata/deepkpi-agents`
3. Install the `revelata` plugin
Known Cowork issue — manual MCP authentication required. A Cowork issue prevents authentication within Cowork chat. To finish setup:
4. Open Customize → Revelata → Connectors
5. Choose the Revelata connector and click Install (or Connect, depending on your version of Cowork).
6. Complete the OAuth flow when prompted
> Important: A Cowork plugin install propagates to Claude Code automatically. The reverse is not true. If you want both supported, install via Cowork.
Claude.ai (web) or Claude Desktop Chat
1. Download the latest ZIP package.
2. Enable Code execution and file creation in Claude.ai → Settings → Capabilities
3. Upload the ZIP via Customize → Skills
4. Adding the deepKPI MCP connector (see **MCP.md**)
Claude Code CLI
From a terminal:
claude plugin marketplace add revelata/deepkpi-agents
claude plugin install revelata@revelata-marketplaceThe MCP OAuth flow runs in your browser on first use.
ChatGPT / Codex (desktop Plugins)
Install as a plugin from the Revelata marketplace (skills + deepKPI MCP together):
1. In ChatGPT desktop, open Plugins.
2. Add a marketplace and use the GitHub source: `revelata/deepkpi-agents`.
3. Install the Revelata deepKPI (`revelata`) plugin from that marketplace.
4. Complete OAuth when prompted (sign in with your Revelata account).
Requires a free Revelata account. The MCP endpoint is `https://deepkpi-mcp.revelata.com/mcp`.
Alternative (skills ZIP + MCP App): Download the latest ZIP package, enable Developer Mode, upload the ZIP as a custom skill, and add the deepKPI MCP server as an App at the URL above.
OpenClaw
OpenClaw uses the deepKPI REST API (no MCP). Get an API key at revelata.com/ai-credits, then:
curl -fsSL https://raw.githubusercontent.com/revelata/deepkpi-agents/main/install.sh | bash -s openclawThe installer prompts for `DEEPKPI_API_KEY` and configures `~/.openclaw/openclaw.json`.
Examples
Once installed, ask your agent to do your work:
Pull membership data for Planet Fitness and create an Excel workbookAnalyze quarterly sales for Darden restaurants. Impute Q4 sales if necessary.Model seasonality in Monster Energy's sales by brandPull the store count rolls for Planet Fitness into ExcelPressure test this analyst report on Clorox [attach PDF] — use SEC data and give me the HTML reportIn Claude Cowork or Claude Code, you can also invoke a specific skill directly with a slash command:
/revelata:kpi PLNT number of members/revelata:pressure-test [attach PDF]Frequently asked questions
What is deepkpi-agents?
deepkpi-agents is Agent skills and prompts for automating finance workflows with deepKPI
How do I install deepkpi-agents?
Open the GitHub repository and follow its README. Most MCP servers are added to your client's MCP config, then called by your agent.
Is deepkpi-agents open source?
Yes — it is hosted on GitHub at https://github.com/revelata/deepkpi-agents and has 3 stars.
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