Quick Start
How It Works
Simple
Agents: 1 — Single agent with data tools handles file operations and analysis.Workflow
- Read data from CSV/Excel
- Analyze with filtering, grouping
- Generate statistical summaries
Setup
Run — Python
Run — CLI
Run — agents.yaml
Serve API
Advanced Workflow (All Features)
Agents: 1 — Single agent with memory, persistence, structured output, and session resumability.Workflow
- Initialize session for analysis tracking
- Configure SQLite persistence for analysis history
- Read and analyze data with structured output
- Store insights in memory for comparison
- Resume session for iterative analysis
Setup
Run — Python
Run — CLI
Run — agents.yaml
Serve API
Monitor / Verify
Cleanup
Features Demonstrated
| Feature | Implementation |
|---|---|
| Workflow | Multi-tool data analysis |
| DB Persistence | SQLite via memory_config |
| Observability | --verbose flag |
| Tools | pandas (read, summary, filter) |
| Resumability | Session with session_id |
| Structured Output | Pydantic DataInsights model |
Best Practices
Load data once, then filter
Load data once, then filter
Call
read_csv a single time and reuse filter_data for follow-up questions. Re-reading large files on every turn wastes tokens and slows the agent down.Ask for structured output on repeatable reports
Ask for structured output on repeatable reports
When the same analysis runs regularly, pair the agent with a Pydantic schema via
output_pydantic so downstream code gets typed fields instead of prose.Enable memory for iterative analysis
Enable memory for iterative analysis
Set
memory=True to let the agent compare a new dataset against earlier findings without re-loading prior files.Hand off to Finance for market data
Hand off to Finance for market data
Use the Data Analyst for files you own; switch to the Finance Agent when the question needs live stock prices or fundamentals.
Related
Analyze stocks with live price and fundamentals tools.
Research topics across the web and synthesise findings.

