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Extract financial data context for agents with OpenBB

Skill Detail

Extract financial data context for agents with OpenBB

Extract source-backed financial market, filings, economics, and research data with OpenBB, then route the outputs into agent workflows through Python, REST, OpenBB Workspace, or MCP-facing integrations.

Data Extraction & TransformationMulti-Framework
Data Extraction & Transformation Multi-Framework Security Reviewed
⭐ 70.7k GitHub stars
INSTALL WITH ANY AGENT
npx skills add agentskillexchange/skills --skill use-openbb-as-financial-data-context-for-agents Copy
Works best when you want a reusable capability, not another fragile one-off prompt.
View source Documentation
At a glance
Tools required
OpenBB Python package or CLI, Python 3.9-3.12 environment, optional OpenBB API server, optional OpenBB Workspace backend connection, financial data provider credentials where required
Install & setup
Install with pip install openbb or pip install "openbb[all]" for the broader platform, then call the Python API such as from openbb import obb or run openbb-api to expose a local REST backend for downstream agent and dashboard workflows.
Author
OpenBB contributors
Publisher
Open Source
Last updated
Jul 16, 2026
Quick brief

Use OpenBB when an operator needs an agent or research workflow grounded in structured financial data instead of ad hoc web snippets. The agent/operator installs the OpenBB package, extracts market, equity, options, economics, crypto, derivatives, or other provider-backed datasets, transforms results into tabular context, and routes the outputs to downstream copilots, dashboards, notebooks, REST clients, or MCP-enabled agent surfaces. Invoke it instead of manually browsing finance sites or pasting charts into a chat when the workflow needs repeatable data retrieval, tabular outputs, provider-backed provenance, and automation-friendly APIs. The scope boundary is financial-data context assembly for agent research and analysis; it excludes trading advice and broad Python library coverage.

How it works

What this skill actually does

Inputs and prerequisites: OpenBB Python package or CLI, Python 3.9-3.12 environment, optional OpenBB API server, optional OpenBB Workspace backend connection, financial data provider credentials where required.

Setup notes: Install with pip install openbb or pip install “openbb[all]” for the broader platform, then call the Python API such as from openbb import obb or run openbb-api to expose a local REST backend for downstream agent and dashboard workflows.

Source and verification boundary: use https://docs.openbb.co as the canonical reference before running the workflow; keep commands, API calls, CLI usage, and generated outputs reviewable against that upstream source.

Framework fit: publish this as a Multi-Framework workflow only when the operator can invoke the documented toolchain directly, rather than treating the upstream project as a generic product listing.