agentii-investment-intelligence

The financial data layer for AI agents. Open-source alternative to FactSet / Daloopa / S&P Global for AI agents. 1,146+ US equities with full SEC filing history. 80 skills across 14 verticals. 30 MCP tools. One API key. Zero infrastructure. Single entrance: /agentii:skill-name.

[!WARNING] Not investment advice. This repository is software. It produces analyst work product for review by a qualified professional — never a recommendation to trade. Read the full Disclaimer before using anything here.

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Why agentii

Wall Street pays $30K+/seat/year for FactSet, Bloomberg, and S&P Global. Those platforms were built for humans clicking through terminals. AI agents need agent-use-ready data — structured, citation-backed, page-addressable, API-delivered.

agentii.ai ingests every SEC filing (10-K, 10-Q, 8-K, 20-F, 6-K) and 15K+ earnings call transcripts (2022+) into a Neon PostgreSQL data plane with 15.99M XBRL facts, 51K+ source documents, and 1.34M+ parsed pages. A single agentii MCP server at mcp.agentii.ai exposes 30 tools (incl. institutional ownership + insider activity) that Claude Code, OpenCode, Goose, Codex, OpenClaw, and Claude Cowork consume natively.

This repository mirrors anthropics/financial-services — marketplace plugin system, vertical skill decomposition, agent-plugin bundling. The difference: all skills point at a single agentii MCP server backed by agentii.ai's own data plane. There is no second MCP — office output uses the same code-mode approach (Python + LibreOffice, invoked via Bash) that Anthropic's package uses.

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Quick Install

1. Get an API Key

agentii.ai/api-keys — 7-day free trial, 2,000 credits, no credit card.

2. Global MCP Setup

export AGENTII_API_KEY=sk_live_YOUR_KEY_HERE
claude mcp add-json --scope user agentii \
  '{"type":"http","url":"https://mcp.agentii.ai/mcp","headers":{"Authorization":"Bearer <YOUR_KEY>"}}'

Writes to ~/.claude.json. Restart Claude Code — all 30 tools auto-discover on every session from any directory.

3. Install Skills (Claude Code: Local Copy)

bash scripts/copy-skills-local.sh ~   # ~ = the target; skills land in ~/.claude/

The target argument is not optional in practice. The script defaults to the current directory, so running it bare from the repo root installs into <repo>/.claude/ instead of ~/.claude/. Pass ~ unless you specifically want a project-local install.

Restart Claude Code — skills register under a single unified namespace, /agentii:skill-name (skills land in ~/.claude/skills/agentii/, commands in ~/.claude/commands/agentii/). This is the recommended install method on Claude Code — one namespace, no per-vertical prefixes, and it works reliably on all Claude Code versions.

The installer is idempotent and prunes: re-running it removes any installed skill that no longer exists upstream (a renamed or split skill, for example), and prints each one by name. Pass --dry-run to preview without writing.

Single namespace by design: the local-copy path exposes only /agentii:*. There is no /equity-research-core:* or /models-and-pitches:* surface — every skill is reached the same way regardless of which vertical authored it.