revelata
Equity research and fundamental analysis skills powered by Revelata deepKPI.
Open source Repository Open in the app JSON README (API)
About
Equity research and fundamental analysis skills powered by Revelata deepKPI.
Details
- Kind
- Plugins
- Topic
- No topic detected
- Publisher
- revelata
- Origin
- marketplace
- Category
- ferramentas
- Stars
- 3
- Last push
- 2026-08-05T22:53:11Z
- Repository state
- ativo
- Language
- Shell
- License
- Apache-2.0
- Added
- 2026-08-30 01:48:58
- Updated
- 2026-08-30 01:48:58
- Origin id
revelata/deepkpi-agents/revelata
README
# deepkpi-agents: Revelata Agentic Skills Library **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. 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](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. 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](./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](https://github.com/revelata/deepkpi-agents/releases/latest/download/deepkpi-skills.zip). 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](./MCP.md)**) ### Claude Code CLI From a terminal: ```bash claude plugin marketplace add revelata/deepkpi-agents claude plugin install revelata@revelata-marketplace ``` The 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](https://www.revelata.com/signup?product_id=0). The MCP endpoint is `https://deepkpi-mcp.revelata.com/mcp`. **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. ### OpenClaw OpenClaw uses the deepKPI REST API (no MCP). Get an API key at [revelata.com/ai-credits](https://www.revelata.com/ai-credits), then: ```bash curl -fsSL https://raw.githubusercontent.com/revelata/deepkpi-agents/main/install.sh | bash -s openclaw ``` The 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 workbook ``` ``` Analyze quarterly sales for Darden restaurants. Impute Q4 sales if necessary. ``` ``` Model seasonality in Monster Energy's sales by brand ``` ``` Pull the store count rolls for Planet Fitness into Excel ``` ``` Pressure test this analyst report on Clorox [attach PDF] — use SEC data and give me the HTML report ``` In 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] ```