Reasoning Finance Agent

ReasoningTools and WebSearch for step-by-step financial analysis on Slack

Code

reasoning_agent.py

from agno.agent import Agent
from agno.db.sqlite import SqliteDb
from agno.models.anthropic import Claude
from agno.os.app import AgentOS
from agno.os.interfaces.slack import Slack
from agno.tools.reasoning import ReasoningTools
from agno.tools.websearch import WebSearchTools

agent_db = SqliteDb(session_table="agent_sessions", db_file="tmp/persistent_memory.db")

reasoning_finance_agent = Agent(
    name="Reasoning Finance Agent",
    model=Claude(id="claude-sonnet-4-20250514"),
    db=agent_db,
    tools=[
        ReasoningTools(add_instructions=True),
        WebSearchTools(),
    ],
    instructions="Use tables to display data. When you use thinking tools, keep the thinking brief.",
    add_history_to_context=True,
    num_history_runs=3,
    add_datetime_to_context=True,
    markdown=True,
)

# Setup our AgentOS app
agent_os = AgentOS(
    agents=[reasoning_finance_agent],
    interfaces=[Slack(agent=reasoning_finance_agent)],
)
app = agent_os.get_app()


if __name__ == "__main__":
    agent_os.serve(app="reasoning_agent:app", reload=True)

Usage

1. Set up your virtual environment

   Mac

   uv venv --python 3.12
   source .venv/bin/activate
   
2. Set Environment Variables

   export SLACK_TOKEN=***
   export SLACK_SIGNING_SECRET=***
   export ANTHROPIC_API_KEY=***
   
3. Install Dependencies

   uv pip install 'agno[slack]'
   
4. Run Example

   python reasoning_agent.py
   

Key Features

• Chain-of-Thought Reasoning: ReasoningTools enables structured step-by-step analysis
• Web Search: Searches the web for current information via WebSearchTools
• Persistent Sessions: SQLite database for conversation history across restarts