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Upsonic

Agent Framework For Fintech and Banks

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Works With

Claude CodeCursorWindsurfVS CodeDeveloper tool

About

Upsonic

Production-Ready AI Agent Framework with Safety First

](https://badge.fury.io/py/upsonic) [ ](https://pypi.org/project/upsonic/) [ ](https://github.com/Upsonic/Upsonic/issues) [ [](https://discord.gg/pmYDMSQHqY)

DocumentationQuickstartExamplesDiscord

Overview

Upsonic is an open-source AI agent framework for building production-ready agents. It supports multiple AI providers (OpenAI, Anthropic, Azure, Bedrock) and includes built-in safety policies, OCR, memory, multi-agent coordination, and MCP tool integration.

What Can You Build?

  • Document Analysis: Extract and process text from images and PDFs
  • Customer Service Automation: Agents with memory and session context
  • Financial Analysis: Agents that analyze data, generate reports, and provide insights
  • Compliance Monitoring: Enforce safety policies across all agent interactions
  • Research & Data Gathering: Automate research workflows with multi-agent collaboration
  • Multi-Agent Workflows: Orchestrate tasks across specialized agent teams

Quick Start

Installation

bash
uv pip install upsonic
# pip install upsonic

Basic Agent

python
from upsonic import Agent, Task

agent = Agent(model="anthropic/claude-sonnet-4-5", name="Stock Analyst Agent")

task = Task(description="Analyze the current market trends")

agent.print_do(task)

Agent with Tools

python
from upsonic import Agent, Task
from upsonic.tools.common_tools import YFinanceTools

agent = Agent(model="anthropic/claude-sonnet-4-5", name="Stock Analyst Agent")

task = Task(
    description="Give me a summary about tesla stock with tesla car models",
    tools=[YFinanceTools()]
)

agent.print_do(task)

Agent with Memory

python
from upsonic import Agent, Task
from upsonic.storage import Memory, InMemoryStorage

memory = Memory(
    storage=InMemoryStorage(),
    session_id="session_001",
    full_session_memory=True
)

agent = Agent(model="anthropic/claude-sonnet-4-5", memory=memory)

task1 = Task(description="My name is John")
agent.print_do(task1)

task2 = Task(description="What is my name?")
agent.print_do(task2)  # Agent remembers: "Your name is John"

Ready for more? Check out the Quickstart Guide for additional examples including Knowledge Base and Team workflows.

Key Features

Don't lose this

Three weeks from now, you'll want Upsonic again. Will you remember where to find it?

Save it to your library and the next time you need Upsonic, it’s one tap away — from any AI app you use. Group it into a bench with the rest of the team for that kind of task and you can pull the whole stack at once.

⚡ Pro tip for geeks: add a-gnt 🤵🏻‍♂️ as a custom connector in Claude or a custom GPT in ChatGPT — one click and your library is right there in the chat. Or, if you’re in an editor, install the a-gnt MCP server and say “use my [bench name]” in Claude Code, Cursor, VS Code, or Windsurf.

🤵🏻‍♂️

a-gnt's Take

Our honest review

This plugs directly into your AI and gives it new abilities it didn't have before. Agent Framework For Fintech and Banks. Once connected, just ask your AI to use it. It's completely free and works across most major AI apps. This one just landed in the catalog — worth trying while it's fresh.

Tips for getting started

1

Tap "Get" above, pick your AI app, and follow the steps. Most installs take under 30 seconds.

2

Pair this with your daily workflow. The more you use it, the more time you'll save.

What's New

Version 1.0.06 days ago

Imported from GitHub

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