WhatsApp Reasoning Finance Agent

WhatsApp agent with chain-of-thought reasoning and financial analysis capabilities

Code

cookbook/os/interfaces/whatsapp/reasoning_agent.py

from agno.agent import Agent
from agno.db.sqlite import SqliteDb
from agno.models.anthropic.claude import Claude
from agno.os import AgentOS
from agno.os.interfaces.whatsapp import Whatsapp
from agno.tools.reasoning import ReasoningTools
from agno.tools.yfinance import YFinanceTools

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

reasoning_finance_agent = Agent(
    name="Reasoning Finance Agent",
    model=Claude(id="claude-3-7-sonnet-latest"),
    db=agent_db,
    tools=[
        ReasoningTools(add_instructions=True),
        YFinanceTools(),
    ],
    instructions="Use tables to display data. When you use thinking tools, keep the thinking brief.",
    add_datetime_to_context=True,
    markdown=True,
)

agent_os = AgentOS(
    agents=[reasoning_finance_agent],
    interfaces=[Whatsapp(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
   

   uv venv --python 3.12
   .venv\Scripts\activate
   
2. Set Environment Variables

   export WHATSAPP_ACCESS_TOKEN=your_whatsapp_access_token
   export WHATSAPP_PHONE_NUMBER_ID=your_phone_number_id
   export WHATSAPP_VERIFY_TOKEN=your_verify_token
   export ANTHROPIC_API_KEY=your_anthropic_api_key
   export APP_ENV=development
   
3. Install dependencies

   uv pip install -U agno yfinance
   
4. Run Example

   python cookbook/os/interfaces/whatsapp/reasoning_agent.py
   

Key Features

• Chain-of-Thought Reasoning: ReasoningTools for step-by-step financial analysis
• Real-time Data: Stock prices, analyst recommendations, company news via YFinanceTools
• Claude Powered: Analytical and reasoning capabilities
• Structured Output: Well-formatted tables and financial insights