RoboSystems
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Every example here runs against the hosted API at https://api.robosystems.ai. RoboSystems is also open source, and the last two steps run it on your own machine or in your own AWS account. Each step links to the page that covers it in full.

Create an account and API key

Sign up, then create a key under Settings → API keys. A key can reach all your graphs or just one, and it is shown once, so put it in your environment straight away.

export ROBOSYSTEMS_API_KEY=rfs...

Full guide: Authentication & API Keys.

Make your first request

Send the key in the X-API-Key header. List the graphs you can reach, then query one with Cypher. A graph comes from Create Graph in the app, from connecting QuickBooks in RoboLedger, or from a subscription to the SEC repository, whose graph id is sec.

curl -H "X-API-Key: $ROBOSYSTEMS_API_KEY" https://api.robosystems.ai/v1/graphs
export GRAPH_ID=kg...   # a graphId from that list

curl -X POST "https://api.robosystems.ai/v1/graphs/$GRAPH_ID/query/cypher" \
  -H "X-API-Key: $ROBOSYSTEMS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"query": "MATCH (n) RETURN labels(n) AS label, count(*) AS count"}'

Full guides: Quick Start and Querying the Analytical Graph.

Connect an MCP client

Every graph is a remote MCP server, and one address reaches all of them. Your client sends you to RoboSystems to sign in, and you choose the graph on the consent screen. There is no key to copy.

https://api.robosystems.ai/v1/mcp

It's a standard remote MCP server, so there is nothing to install: add the address as a connector in Claude, ChatGPT, Grok, Cursor, VS Code or any other MCP client, and sign in. In Claude Code it is one command:

claude mcp add --transport http robosystems https://api.robosystems.ai/v1/mcp

Scripts, CI and clients that can't sign in pin one graph in the URL and send an API key instead. Use your graph id, or sec for the public SEC repository.

URL:    https://api.robosystems.ai/v1/graphs/{GRAPH_ID}/mcp
Header: X-API-Key: <your API key>

Then ask in plain language. On the SEC repository:

  • “Show me this company's revenue for the last five years.”
  • “Compare gross margin across the last eight quarters.”
  • “Which filers mention goodwill impairment in their latest 10-K?”

On your own graph:

  • “What's blocking the month-end close?”
  • “Show me last quarter's income statement.”
  • “Which accounts are still unmapped?”
  • “Remember what we found about margins so we can pick it up next time.”
  • “Create a subgraph so we can try a different model without touching the main graph.”

Full guide: AI Operators & MCP.

Client libraries

  • Python: pip install robosystems-client (PyPI, GitHub)
  • TypeScript: npm install @robosystems/client (npm, GitHub)
  • MCP stdio bridge: @robosystems/mcp, for clients that only run local MCP servers (GitHub)
  • Integration template: connect your own data source from its own repository, through the public API, so it survives every upgrade and works against managed and self-hosted deployments alike (GitHub)

The SDKs are generated from the live OpenAPI spec. Full guide: Building Custom Integrations.

Run the stack locally

You need Docker, uv and just. One command starts the API, the graph database, PostgreSQL, Valkey and the orchestrator, and every example in these docs then works against http://localhost:8000 with the demo account's key. SEC filings are free locally: load the companies you want by ticker.

git clone https://github.com/RoboFinSystems/robosystems.git
cd robosystems
brew install uv just
just start               # the API answers at http://localhost:8000
just demo-user           # a demo account and API key, written to .local/config.json
just sec-load <TICKER>   # every available year for one company; add a year to load one

Full guides: Local Development and SEC XBRL Pipeline.

Deploy to your AWS account

A fork deploys itself with GitHub Actions and CloudFormation. GitHub signs in to AWS through OIDC, so no long-lived AWS credentials are stored in GitHub. Bootstrap creates the identity provider, the deploy roles, the container registry and the repository's variables.

aws configure sso --profile robosystems-sso
just bootstrap
just deploy prod

The API deploys private by default, reachable only from inside the VPC. Public mode puts it behind an internet-facing load balancer with TLS on your own domain. Full guide: Bootstrap Guide.

RoboSystems is an open-source, AI-native financial intelligence platform for accounting, financial reporting, and investment management. It unifies structured data, document search, and AI memory over a knowledge graph — transactions, facts, reporting elements, and the calculation structures that relate them are all nodes and edges, with the semantics preserved rather than flattened into rows you query around. On top of that graph it gives AI agents and analysts a ledger-grade system of record they can both query and operate — closing the books, producing reports, and analyzing portfolios across your own ledger, your holdings, and SEC public filings queryable alongside them. It powers RoboLedger and RoboInvestor.

Every tenant gets their own graph — not a row-level slice of a shared table, but a dedicated graph database on its own instance with a dedicated OLTP schema behind it. Your ontology, your taxonomies, and your calculation structures live in it as artifacts you can read, export, and take with you.

The platform is fork-ready. The repository ships full GitHub Actions CI/CD that deploys the CloudFormation infrastructure into your own AWS account — see the Bootstrap Guide to stand up a deployment of your own.

This wiki is the technical documentation for using, operating, and building on the platform. Its examples call the hosted API at https://api.robosystems.ai; to run the platform yourself, start with Local Development. It is organized into seven areas — orientation, the operational API, the RoboLedger and RoboInvestor extensions, the financial-content fabric, the document and search layer, self-hosting and development, and hands-on demos.

Getting Started & Platform

Orientation: get an API key, make your first query, learn the vocabulary, and understand the system design.

  • Quick Start - From a new account to your first authenticated query and a connected AI client
  • Core Concepts - The vocabulary: graphs, tiers, blocks, operators, operational vs analytical
  • Architecture Overview - System design and components
  • Security & Compliance - The security posture, built-in controls, and optional compliance stacks for forks

Operations Layer

The core platform API and graph management.

Extensions Layer

RoboLedger and RoboInvestor — the graph-scoped product surfaces.

Content & Contribution Fabric

The semantic content layer — how taxonomy, ledger, and report content is modeled and contributed.

Documents & Search

Unstructured content and retrieval — the institutional-knowledge layer that grounds AI.

Self-Hosting & Development

RoboSystems is open source: run the whole platform on your machine, contribute to it, or deploy it into your own AWS account.

Demos

Hands-on walkthroughs on a local stack — run one command, explore the result.

Reference

Support