Skip to content

vinstech07/agentic-finance-agents

Repository files navigation

🏦 Agentic Finance Agents

Autonomous AI agents for financial services operations β€” SWIFT messaging automation, collateral management, trade reconciliation, and portfolio risk monitoring. Built with LangChain, CrewAI, MCP, and Java Spring Boot backends.

Python Java Spring Boot LangChain CrewAI License

πŸ€– Agents

Agent Framework Domain
SWIFT Settlement Agent LangGraph MT5xx message processing, STP, exception routing
Collateral Optimizer CrewAI Margin call response, eligible collateral substitution
Trade Reconciliation Agent OpenAI Agents SDK Break investigation, root-cause classification
Portfolio Risk Monitor LangGraph (cyclic) VaR/DV01, threshold breach alerting

πŸ—οΈ Architecture

β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚              Agent Orchestration Layer                    β”‚
β”‚      LangChain Β· LangGraph Β· CrewAI Β· OpenAI Agents      β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
                        β”‚  MCP (Model Context Protocol)
β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β–Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚              Java Spring Boot Microservices               β”‚
β”‚   SWIFT API :8080 Β· Collateral :8081 Β· Trade WH :8082    β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”¬β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜
                        β”‚
β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β–Όβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”
β”‚        Oracle Β· Kafka Β· Redis Β· MongoDB (mock/synthetic)  β”‚
β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜

βš™οΈ Quick Start

git clone https://github.com/YOUR_USERNAME/agentic-finance-agents.git
cd agentic-finance-agents
python -m venv venv && source venv/bin/activate
pip install -r requirements.txt
cp .env.example .env          # add your API keys
docker-compose up -d          # start backend services
python agents/swift_settlement_agent/agent.py --demo

πŸ“ Structure

agentic-finance-agents/
β”œβ”€β”€ agents/
β”‚   β”œβ”€β”€ swift_settlement_agent/   # LangGraph stateful workflow
β”‚   β”œβ”€β”€ collateral_optimizer/     # CrewAI multi-agent crew
β”‚   β”œβ”€β”€ trade_recon_agent/        # OpenAI Agents SDK
β”‚   └── portfolio_risk_agent/     # LangGraph cyclic monitor
β”œβ”€β”€ backend/                      # Java Spring Boot services
β”‚   β”œβ”€β”€ swift-api-service/
β”‚   β”œβ”€β”€ collateral-service/
β”‚   └── trade-warehouse-service/
β”œβ”€β”€ mcp/                          # MCP server definitions
β”œβ”€β”€ data/mock/                    # Synthetic financial data
β”œβ”€β”€ notebooks/                    # Interactive demos
└── docs/                         # Architecture & domain docs

πŸ‘€ Author

Vinod Kumar C Navalgund β€” Senior Full Stack Java & Cloud Engineer 12+ years Β· BNY Bank Β· Wells Fargo Β· GE Healthcare Β· Verizon Β· TCS LinkedIn Β· Florida, USA Β· H1B Transfer Ready

⚠️ All financial data is synthetic/mock β€” for educational purposes only.

About

No description, website, or topics provided.

Resources

Contributing

Stars

Watchers

Forks

Releases

No releases published

Packages

 
 
 

Contributors