RoboSystems guides
Use RoboSystems through Claude, ChatGPT and other MCP clients. Connect a client, choose a graph, analyze SEC filings, and understand credits.
RoboSystems gives AI clients a financial knowledge graph to work on: your company's books and reports, your portfolios, or the SEC filings of public companies. You connect Claude, ChatGPT or any MCP client, sign in, choose a graph, and ask in plain language. These guides cover what's the same whichever graph you use.
Start here
- Connect Claude, ChatGPT or any MCP client: one address, a sign-in, and the setup for each client.
- Sign-in and graph access: the consent screen, one connection per graph, switching graphs, and revoking access.
- Skills and the RoboSystems plugin: four skills that teach your assistant a close, a board pack, SEC analysis and finding its way around a graph.
Working with graphs
- Analyze SEC filings with Claude or ChatGPT: statements, comparisons, disclosures and filing text for 8,000+ public companies.
- Graphs, tiers and credits: what a graph is, how tiers differ, and what uses credits.
In the app
- Find your way around the app: graphs, MCP, console, documents, the data lake, subgraphs, backups and billing.
- Ask questions in the Console: RoboSystems' own AI on a graph. It uses credits; Claude and ChatGPT do not.
- Documents and memory: policies and notes on a graph, search, and memories your assistant can recall.
- Data lake, subgraphs and backups: stage files, try a model in a subgraph, download a copy of the graph.
Your account and data
- Security and your data: how each graph is kept apart, encryption, and what an AI client sees.
- Take your data with you: reports, backups and your records, and what happens when you cancel.
- Invite your team: organization and graph roles, invitations, and removing someone.
By product
- Your books: the RoboLedger docs cover connecting QuickBooks, reporting, planning and the month-end close.
- Your holdings: the RoboInvestor docs cover private-company portfolios, reports shared from RoboLedger, and public-company research. RoboInvestor is in beta.
- Building on the platform: the technical docs cover the API, the MCP server in depth, and self-hosting.