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Revelata DeepKPI Financial Analysis Agent
by
sjt-at-revelata
· GitHub ↗
· v1.0.21
· MIT-0
189
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3
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Install in OpenClaw
/install revelata-deepkpi
Description
Financial and operational KPI research for US public companies using Revelata deepKPI. Pulls SEC metrics (10-K/10-Q/8-K): segments, unit KPIs (stores, comps,...
Usage Guidance
This skill appears internally consistent: it will call Revelata's deepKPI API (base URL documented) using curl and the DEEPKPI_API_KEY you provide. Before installing, confirm you are willing to share a Revelata API key with the agent environment and that you accept the reported credit/cost model (several endpoints charge credits per call). Expect generated HTML reports to reference Revelata assets (fonts, Chart.js) and provenance links that point back to revelata.com; those links will load in a browser if clicked. No other credentials or system access are required. If you need stronger assurance, ask the publisher for a privacy/cost summary and for any guarantees about whether the agent will persist any retrieved data or saved HTML files outside your session.
Capability Analysis
Type: OpenClaw Skill
Name: revelata-deepkpi
Version: 1.0.21
The revelata-deepkpi skill bundle is a comprehensive financial research suite designed to interface with the Revelata deepKPI API for SEC data analysis. The bundle includes well-documented workflows for KPI retrieval (retrieve-kpi-data.md), peer benchmarking (peer-benchmark.md), and automated financial report generation (analyst-report-pressure-test.md). While the skill utilizes curl for network requests to deepkpi-api.revelata.com and generates complex HTML/Excel artifacts, these actions are strictly aligned with its stated purpose of financial modeling and research. No evidence of malicious intent, data exfiltration, or harmful prompt injection was found; the extensive markdown instructions serve as a robust framework for ensuring financial accuracy and consistency.
Capability Tags
Capability Assessment
Purpose & Capability
Name/description advertise deepKPI SEC/KPI research and the declared requirements (DEEPKPI_API_KEY and curl) directly support that purpose. Required binaries and env vars are proportional and expected for a REST-based data connector. No unrelated credentials, binaries, or config paths are requested.
Instruction Scope
The SKILL.md and sub-docs consistently instruct the agent to use deepKPI endpoints (MCP or REST fallback) and to stop and ask the user if deepKPI is unavailable. The instructions focus on pulling KPIs, filings, and building reports; they do not instruct reading unrelated files or environment variables, nor do they direct data to unexpected external endpoints beyond Revelata's API and Revelata-branded report assets.
Install Mechanism
This is an instruction-only skill with no install spec or code to fetch and execute. That minimizes disk-write and supply-chain risk. The only runtime dependency declared is curl, which is reasonable for an instruction-only REST-calling skill.
Credentials
Only DEEPKPI_API_KEY is required and declared as the primary credential. No other secrets or unrelated environment variables are requested. The API key is justified by the documented REST endpoints and credit-cost model.
Persistence & Privilege
always is false and the skill does not request elevated or permanent platform privileges. It does not instruct modifying other skills or global agent configuration. Autonomous invocation is allowed by default (platform behavior) but not combined here with additional concerning privileges.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install revelata-deepkpi - After installation, invoke the skill by name or use
/revelata-deepkpi - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.0.21
- Updated HTML templates to link users to github for installation.
v1.0.1
Version 1.0.1
- Added new workflows: analyst-report-pressure-test, peer-benchmark, idea-generation-survey, company-summary-segments, and retrieve-sec-filing.
- Expanded sub-skill routing and documentation for analyst report checking, peer benchmarking, idea generation, and company summary/segment discovery.
- Introduced retrieve-sec-filing for full-text SEC filing markdown and verbatim quotes.
- Updated API coverage to include endpoints for company summaries, segments, SEC filing markdowns, and thematic company discovery.
- Revised and expanded reference documentation to support new capabilities and use cases.
v1.0.0
Initial publication of an agent that sources KPI data from SEC filings using the deepKPI service from Revelata. It includes the following capabilities:
*retrieve-kpi-data : Pulls KPI data from public filings into agent and chat workflows, while also providing options to export into Excel financial models. Uses MCP (Claude) or deepkpi-api (OpenClaw) for data access.
* derive-implied-metric : Computes derived metrics based on reported data with transparent formulas and source-data links. Example uses include Q4 imputation, segment remainders, per-unit metrics, AUV, Rule of 40, etc.
* analyze-seasonality : Computes and analyzes seasonal ratios, quarterly splits from annual forecasts, and builds an Excel workbook with the results
* format-deepkpi-for-excel : Canonical .xlsx layout, styling, formulas, hyperlinks. Edit or override this skill to implement your own formatting conventions.
* deepkpi-api : REST API access to deepKPI endpoints (company lookup, KPI discovery, KPI search). Required for OpenClaw; env-var fallback for Claude when MCP is unavailable.
Source available at: https://github.com/revelata/deepkpi-agents
Metadata
Frequently Asked Questions
What is Revelata DeepKPI Financial Analysis Agent?
Financial and operational KPI research for US public companies using Revelata deepKPI. Pulls SEC metrics (10-K/10-Q/8-K): segments, unit KPIs (stores, comps,... It is an AI Agent Skill for Claude Code / OpenClaw, with 189 downloads so far.
How do I install Revelata DeepKPI Financial Analysis Agent?
Run "/install revelata-deepkpi" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Revelata DeepKPI Financial Analysis Agent free?
Yes, Revelata DeepKPI Financial Analysis Agent is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Revelata DeepKPI Financial Analysis Agent support?
Revelata DeepKPI Financial Analysis Agent is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Revelata DeepKPI Financial Analysis Agent?
It is built and maintained by sjt-at-revelata (@sjt-at-revelata); the current version is v1.0.21.
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