{
  "markdown": "# deepkpi-agents: Revelata Agentic Skills Library\n\n**Open-source agentic skills for equity research and analysis, powered by [Revelata deepKPI](https://www.revelata.com).** 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.\n\nThe 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.\n\nData access requires a [free Revelata account](https://www.revelata.com/signup?product_id=0). 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.\n\nAuthentication is via **OAuth** (Claude, ChatGPT) or **API key** (OpenClaw). For manual MCP server setup, endpoint URL, and the underlying tool reference, see **[MCP.md](./MCP.md)**.\n\n## Skills\n\n| Skill | What it does |\n|---|---|\n| `kpi` | Pulls structured KPI time series for US public companies from SEC filings; supports Excel export. |\n| `company-summary` | Describes a company's business and segment / geography structure; supports thematic \"who does X?\" discovery. |\n| `filing` | Pulls clean SEC filing markdown into chat; extracts verbatim quotes from MD&A, risk factors, footnotes. |\n| `seasonality` | Computes seasonal quarterly ratios from historical actuals; splits annual forecasts into quarterly estimates; outputs an Excel workbook. |\n| `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. |\n| `pressure-test` | Pressure-tests analyst reports against SEC filing data; outputs an interactive HTML report with claim-by-claim evidence and provenance hyperlinks. |\n| `benchmark` | Performs operational peer / comp discovery via deepKPI semantic search; aligns KPI fingerprints, generates segment sub-benchmarks, supports HTML and Excel output. |\n| `ideas` | Guides users without a specific company or thesis through idea generation — interactive interview, screen, and deep-dive. |\n| `revelata` | Orchestrates complex multi-step research that crosses multiple workflows. |\n\n## Installation\n\nWe integrate into the following agentic frameworks:\n\n### Claude Desktop Cowork & Code\n\nInstall the plugin via our third-party marketplace:\n\n1. In Cowork, open **Customize → + → Create Plugin**\n2. Add marketplace: **`revelata/deepkpi-agents`**\n3. Install the **`revelata`** plugin\n\n**Known Cowork issue — manual MCP authentication required.** A Cowork issue prevents authentication within Cowork chat. To finish setup:\n\n4. Open **Customize → Revelata → Connectors**\n5. Choose the **Revelata** connector and click **Install** (or **Connect**, depending on your version of Cowork).\n6. Complete the OAuth flow when prompted\n\n> **Important:** A Cowork plugin install propagates to **Claude Code** automatically. The reverse is **not** true. If you want both supported, install via Cowork.\n\n### Claude.ai (web) or Claude Desktop Chat\n\n1. Download the latest [ZIP package](https://github.com/revelata/deepkpi-agents/releases/latest/download/deepkpi-skills.zip).\n2. Enable **Code execution and file creation** in Claude.ai → Settings → Capabilities\n3. Upload the ZIP via **Customize → Skills**\n4. Adding the deepKPI MCP connector (see **[MCP.md](./MCP.md)**)\n\n### Claude Code CLI\n\nFrom a terminal:\n\n```bash\nclaude plugin marketplace add revelata/deepkpi-agents\nclaude plugin install revelata@revelata-marketplace\n```\n\nThe MCP OAuth flow runs in your browser on first use.\n\n### ChatGPT / Codex (desktop Plugins)\n\nInstall as a plugin from the Revelata marketplace (skills + deepKPI MCP together):\n\n1. In **ChatGPT desktop**, open **Plugins**.\n2. **Add a marketplace** and use the GitHub source: **`revelata/deepkpi-agents`**.\n3. Install the **Revelata deepKPI** (`revelata`) plugin from that marketplace.\n4. Complete **OAuth** when prompted (sign in with your Revelata account).\n\nRequires a [free Revelata account](https://www.revelata.com/signup?product_id=0). The MCP endpoint is `https://deepkpi-mcp.revelata.com/mcp`.\n\n**Alternative (skills ZIP + MCP App):** Download the latest [ZIP package](https://github.com/revelata/deepkpi-agents/releases/latest/download/deepkpi-skills.zip), enable **Developer Mode**, upload the ZIP as a custom skill, and add the deepKPI MCP server as an App at the URL above.\n\n### OpenClaw\n\nOpenClaw uses the deepKPI REST API (no MCP). Get an API key at [revelata.com/ai-credits](https://www.revelata.com/ai-credits), then:\n\n```bash\ncurl -fsSL https://raw.githubusercontent.com/revelata/deepkpi-agents/main/install.sh | bash -s openclaw\n```\n\nThe installer prompts for `DEEPKPI_API_KEY` and configures `~/.openclaw/openclaw.json`.\n\n## Examples\n\nOnce installed, ask your agent to do your work:\n\n```\nPull membership data for Planet Fitness and create an Excel workbook\n```\n\n```\nAnalyze quarterly sales for Darden restaurants. Impute Q4 sales if necessary.\n```\n\n```\nModel seasonality in Monster Energy's sales by brand\n```\n\n```\nPull the store count rolls for Planet Fitness into Excel\n```\n\n```\nPressure test this analyst report on Clorox [attach PDF] — use SEC data and give me the HTML report\n```\n\nIn Claude Cowork or Claude Code, you can also invoke a specific skill directly with a slash command:\n\n```\n/revelata:kpi PLNT number of members\n```\n\n```\n/revelata:pressure-test [attach PDF]\n```\n",
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