Agent Framework For Fintech and Banks
MCP Servers7.8k stars726 forks● PythonMITUpdated today
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Last scanned: 4/14/2026
Install in Claude Desktop
Method detected: pip / Python · upsonic
{
"mcpServers": {
"upsonic": {
"command": "python",
"args": ["-m", "upsonic"]
}
}
}1. Copy the snippet above.
2. Paste into
~/Library/Application Support/Claude/claude_desktop_config.json (Mac) or %APPDATA%\Claude\claude_desktop_config.json (Windows).3. Replace any
<placeholder> values with your API keys or paths.4. Restart Claude Desktop. The MCP server appears automatically.
💡 Install first: pip install upsonic
Use cases
🧠 AI / ML🎨 Creative🛠️ Dev Tools
About
MCP Servers overview
<div align="center">
<img src="https://github.com/user-attachments/assets/fbe7219f-55bc-4748-ac4a-dd2fb2b8d9e5" width="600" />
# Upsonic
**Production-Ready AI Agent Framework with Safety First**
[](https://badge.fury.io/py/upsonic)
[](LICENCE)
[](https://pypi.org/project/upsonic/)
[](https://github.com/Upsonic/Upsonic)
[](https://github.com/Upsonic/Upsonic/issues)
[](https://docs.upsonic.ai)
[](https://discord.gg/pmYDMSQHqY)
[Documentation](https://docs.upsonic.ai) • [Quickstart](https://docs.upsonic.ai/get-started/quickstart) • [Examples](https://docs.upsonic.ai/examples) • [Discord](https://discord.gg/pmYDMSQHqY)
</div>
---
## 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](https://docs.upsonic.ai/get-started/quickstart) for additional examples including Knowledge Base and Team workflows.
## Key Features
- **Autonomous Agent**: An agent that can read, write, and execute code inside a sandboxed workspace, no tool setup required
- **Safety Engine**: Policy-based content filtering applied to user inputs, agent outputs, and tool interactions
- **OCR Support**: Unified interface for multiple OCR engines with PDF and image support
- **Memory Management**: Session memory and long-term storage with multiple backend options
- **Multi-Agent Teams**: Sequential and parallel agent coordination
- **Tool Integration**: MCP tools, custom tools, and human-in-the-loop workflows
- **Production Ready**: Monitoring, metrics, and enterprise deployment support
## Core Capabilities
### Autonomous Agent
`AutonomousAgent` extends `Agent` with built-in filesystem and shell tools, automatic session memory, and workspace sandboxing. Useful for coding assistants, DevOps automation, and any task that needs direct file or terminal access.
```python
from upsonic import AutonomousAgent, Task
agent = AutonomousAgent(
model="anthropic/claude-sonnet-4-5",
workspace="/path/to/project"
)
task = Task("Read the main.py file and add error handling to every function")
agent.print_do(task)
```
All file and shell operations are restricted to `workspace`. Path traversal and dangerous commands are blocked.
---
### Safety Engine
The Safety Engine applies policies at three points: user inputs, agent outputs, and tool interactions. Policies can block, anonymize, replace, or raise exceptions on matched content.
```python
from upsonic import Agent, Task
from upsonic.safety_engine.policies.pii_policies import PIIAnonymizePolicy
agent = Agent(
model="anthropic/claude-sonnet-4-5",
user_policy=PIIAnonymizePolicy, # anonymizes PII before sending to the LLM
)
task = Task(
description="My email is john.doe@example.com and phone is 555-1234. What are my email and phone?"
)
# PII is anonymized before reaching the LLM, then de-anonymized in the response
result = agent.do(task)
print(result) # "Your email is john.doe@example.com and phone is 555-1234"
```
Pre-built policies cover PII, adult content, profanity, financial data, and more. Custom policies are also supported.
Learn more: [Safety Engine Documentation](https://docs.upsonic.ai/concepts/safety-engine/overview)
---
### OCR and Document Processing
Upsonic provides a unified OCR interface with a layered pipeline: Layer 0 handles document preparation (PDF to image conversion, preprocessing), Layer 1 runs the OCR engine.
```bash
uv pip install "upsonic[ocr]"
```
```python
from upsonic.ocr import OCR
from upsonic.ocr.layer_1.engines import EasyOCREngine
engine = EasyOCREngine(languages=["en"])
ocr = OCR(layer_1_ocr_engine=engine)
text = ocr.get_text("invoice.pdf")
print(text)
```
Supported engines: EasyOCR, RapidOCR, Tesseract, PaddleOCR, DeepSeek OCR, DeepSeek via Ollama.
Learn more: [OCR Documentation](https://docs.upsonic.ai/concepts/ocr/overview)
## Upsonic AgentOS
AgentOS is an optional deployment platform for running agents in production. It provides a Kubernetes-based runtime, metrics dashboard, and self-hosted deployment.
- **Kubernetes-based FastAPI Runtime**: Deploy agents as isolated, scalable microservices
- **Metrics Dashboard**: Track LLM costs, token usage, and performance per transaction
- **Self-Hosted**: Full control over your data and infrastructure
- **One-Click Deployment**: Automated deployment pipelines
<img width="3024" height="1590" alt="AgentOS Dashboard" src="https://github.com/user-attachments/assets/42fceaca-2dec-4496-ab67-4b9067caca42" />
## IDE Integration
Add Upsonic docs as a source in your coding tools:
**Cursor:** Settings → Indexing & Docs → Add `https://docs.upsonic.ai/llms-full.txt`
Also works with VSCode, Windsurf, and similar tools.
## Documentation and Resources
- **[Documentation](https://docs.upsonic.ai)** - Complete guides and API reference
- **[Quickstart Guide](https://docs.upsonic.ai/get-started/quickstart)** - Get started in 5 minutes
- **[Examples](https://docs.upsonic.ai/examples)** - Real-world examples and use cases
- **[API Reference](https://docs.upsonic.ai/reference)** - Detailed API documentation
## Community and Support
> **💬 [Join our Discord community!](https://discord.gg/pmYDMSQHqY)** — Ask questions, share what you're building, get help from the team, and connect with other developers using Upsonic.
- **[Discord](https://discord.gg/pmYDMSQHqY)** - Chat with the community and get real-time support
- **[Issue Tracker](https://github.com/Upsonic/Upsonic/issues)** - Report bugs and request features
- **[Changelog](https://docs.upsonic.ai/changelog)** - See what's new in each release
## License
Upsonic is released under the MIT License. See [LICENCE](LICENCE) for details.
## Contributing
We welcome contributions from the community! Please read our contributing guidelines and code of conduct before submitting pull requests.
---
**Learn more at [upsonic.ai](https://upsonic.ai)**
Topics
agentagent-frameworkclaudecomputer-usellmsmcpmodel-context-protocolopenairagreliabilityucpuniversal-commerce-protocol
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