RoboSystems is a financial intelligence platform that connects disparate data sources, builds domain ontologies as knowledge graphs, and provides AI-powered tools for accounting, financial reporting, investment management, and analysis. It powers RoboLedger and RoboInvestor. - LadybugDB Graph Database: Embedded columnar graph database with native DuckDB staging, LanceDB vector search, and tiered i
Add this skill
npx mdskills install RoboFinSystems/robosystemsComprehensive financial intelligence platform with graph database, AI agents, and multi-source integration
RoboSystems is a financial intelligence platform that connects disparate data sources, builds domain ontologies as knowledge graphs, and provides AI-powered tools for accounting, financial reporting, investment management, and analysis. It powers RoboLedger and RoboInvestor.
The platform provides the core infrastructure that all extensions build on:
Dedicated Infrastructure: Tiered graph infrastructure with dedicated instances and configurable memory allocation
AI Agent System: Autonomous financial operations — graph queries, taxonomy mapping, report generation — with automatic credit tracking and SSE progress streaming
Shared Repositories: SEC XBRL filings knowledge graph for context mining and benchmarking
Document Management: Upload, index, and search documents with full-text and semantic search via OpenSearch
DuckDB Staging System: High-performance data validation and bulk ingestion pipeline
Dagster Orchestration: Data pipeline orchestration for SEC filings, QuickBooks sync, backups, billing, and scheduled jobs
Credit-Based Billing: Flexible credits for AI operations based on token usage
Subgraphs (Workspaces): AI memory graphs, data workspaces with fork & publish, and isolated environments for development and team collaboration
Each extension defines a domain schema and provides OLTP tables, API routes, data pipelines, and a dedicated frontend app. All extensions share a single PostgreSQL database with schema-per-tenant isolation and materialize to the graph. See Schema Extensions for details.
Accounting and financial reporting extension. OLTP general ledger with schema-per-tenant PostgreSQL (accounts, transactions, journal entries, line items, dimensions), QuickBooks ELT pipeline via dbt/Dagster, SEC XBRL financial reporting, and chart of accounts.
Portfolio management and investment tracking extension with securities, positions, trades, benchmarks, market data, and risk. Dedicated frontend app. OLTP database and API routes planned.
# Install uv and just
brew install uv just
# Start robosystems backend api
just start
# Start frontend apps - robosystems-app, roboledger-app, roboinvestor-app
just start apps
This initializes the .env file and starts the complete RoboSystems stack with:
Service URLs:
| Service | URL |
|---|---|
| Main API | http://localhost:8000 |
| Graph API | http://localhost:8001 |
| Dagster UI | http://localhost:8002 |
With just start apps (frontend apps):
| App | URL |
|---|---|
| RoboSystems App | http://localhost:3000 |
| RoboLedger App | http://localhost:3001 |
| RoboInvestor App | http://localhost:3002 |
# Setup Python environment (uv automatically handles Python versions)
just init
See RoboSystems in action with runnable demos that create graphs, load data, and execute queries with the robosystems-client:
just demo-sec # Loads NVIDIA's SEC XBRL data via Dagster pipeline
just demo-custom-graph # Builds custom graph schema with relationship networks
Each demo has a corresponding Wiki article with detailed guides.
just test-all # Tests with code quality
just test # Default test suite
just test adapters # Test specific module
just test-cov # Tests with coverage
just logs api # View API logs (last 100 lines)
just logs graph-api # View Graph API logs (last 100 lines)
just logs dagster-webserver # View Dagster Webserver logs
just logs dagster-daemon # View Dagster Daemon logs
See justfile for 50+ development commands including database migrations, CloudFormation linting, graph operations, administration, and more.
uv for Python package and version managementjust for project command runnerjust bootstrap to configure OIDC and GitHub variablesSee the Bootstrap Guide for complete instructions.
RoboSystems is built on a modern, scalable architecture with:
Application Layer:
LadybugDB Graph Database: (configuration)
Data Layer:
Infrastructure:
For detailed architecture documentation, see the Architecture Overview in the Wiki.
A curated knowledge graph of US public company financial data from SEC EDGAR XBRL filings. Runs on the shared LadybugDB tier, accessible via MCP tools, Cypher queries, and the AI agent.
just sec-load NVDA 2025 # Load NVIDIA filings for 2025
just sec-health # Check SEC database health
See SEC Adapter and SEC Pipeline for detailed documentation.
run(ctx) and register with a decoratorRoboSystems provides comprehensive client libraries for building applications:
AI integration client for connecting Claude and other LLMs to RoboSystems.
npx -y @robosystems/mcp
Full-featured SDK for web and Node.js applications with TypeScript support.
npm install @robosystems/client
Native Python SDK for backend services and data science workflows.
pip install robosystems-client
Core Services:
Graph Database System:
Middleware Components:
Infrastructure:
Development Resources:
Security & Compliance:
This project is licensed under the Apache License 2.0 - see the LICENSE file for details.
Apache-2.0 © 2026 RFS LLC
Install via CLI
npx mdskills install RoboFinSystems/robosystemsRoboSystems is a free, open-source AI agent skill. RoboSystems is a financial intelligence platform that connects disparate data sources, builds domain ontologies as knowledge graphs, and provides AI-powered tools for accounting, financial reporting, investment management, and analysis. It powers RoboLedger and RoboInvestor. - LadybugDB Graph Database: Embedded columnar graph database with native DuckDB staging, LanceDB vector search, and tiered i
Install RoboSystems with a single command:
npx mdskills install RoboFinSystems/robosystemsThis downloads the skill files into your project and your AI agent picks them up automatically.
RoboSystems works with Claude Code, Claude Desktop, Cursor, Vscode Copilot, Windsurf, Continue Dev, Gemini Cli, Amp, Roo Code, Goose. Skills use the open SKILL.md format which is compatible with any AI coding agent that reads markdown instructions.