Use your existing workspace

Put source-cited research beside your next decision.

Bring funding, institution and liquidity evidence into your spreadsheet, research agent or trading research workflow. Start with one useful task and keep the sources with the result.

Public evidence needs no financial-data API key. Platform accounts, model access and source terms may differ.

Choose your tool.

OpenBBExcelGoogle SheetsColabLangChainn8nNode-REDQuant research

Ready-to-use connections, source examples and provider evaluation packets are labelled separately below. A provider packet still requires the platform's acceptance.

Research workstation

OpenBB Workspace

Inspect the hosted Research Desk integration and connect it when supported Workspace access is available during the BQ transition.

Hosted HTTP/MCP contract checked on 11 October 2026. Official Marketplace app and MCP application submitted with a first-year fee-waiver request; approval and public listing remain pending. OpenBB login redirects to BQ Workspace Coming Soon, preventing hosted native acceptance through that route.

Custom backend · Platform documentation

Analyst spreadsheet

Google Sheets

Paste one custom function and request a bounded page of funding, bank or liquidity evidence. Change a referenced refresh cell for another review.

Source and local contract tests available. Google-hosted execution and Workspace Marketplace acceptance remain unverified.

Google Sheets setup and script · Platform documentation

Research notebook

Google Colab / Jupyter

Open a notebook, run a source-linked research capture, and retain JSON, spreadsheet-safe CSV and a checksum receipt.

All four cells and three complete capture exports verified in a Google Colab CPU runtime on 11 October 2026. Each task reports source failures separately; only complete captures are exported. A Google account may be required. No independent adoption is claimed.

Open in Colab · Platform documentation

Workflow automation

Node-RED

Import a core-node flow and trigger one bounded funding, bank or liquidity research preview manually. Inspect its sources, status and pagination in Debug.

Downloadable flow verified in native Node-RED 5.0.8: all three manual tasks and two error paths passed. Flow Library publication and independent adoption remain unverified.

Import the research flow · Platform documentation

Agent framework

LangChain / LangGraph

Install the public toolkit and run a bounded evidence task.

Native graph and tool execution validated; upstream directory review remains pending.

Published package · Platform documentation

Agent framework

CrewAI

Run the CrewAI funding researcher tool with source dates retained.

Native tool invocation validated. Running a model-driven Crew also needs your model credentials and task evaluation.

Source example · Platform documentation

Workflow automation

n8n

Install the published Financial Evidence community node in a permitted self-hosted n8n instance and run a bounded research page.

Version 0.1.0 is public on npm with verified provenance and native n8n 2.42.6 execution. Creator submission received; automated checks passed and manual review awaits a demo video. Not yet verified by n8n.

Published npm package and install guide · Platform documentation

Agent builder

Dify

Package the native tools and test in your Dify workspace.

Three bounded Dify Cloud draft workflows passed. Marketplace PR 3278 is submitted; review and publication remain pending.

Download plugin candidate · Platform documentation

General AI workspace

Claude / Cowork

Connect the public MCP and request a cited research note.

Custom setup available; official directory publication separate.

Custom connector · Platform documentation

Enterprise agent builder

Microsoft Copilot Studio

Add the evidence MCP as an agent tool in an approved tenant.

Native tenant validation pending.

MCP setup guide · Platform documentation

Agent builder

Flowise

Run a bounded financial research query in an existing self-hosted Flowise 3.1.4 Agentflow.

Four saved API workflows passed in 3.1.4; browser import unobserved. Official Flowise is end-of-life and upstream template intake is closed.

Tested template and setup · Platform documentation

Finance-specific agent framework

TradingAgents

Retain a capture and use it only after its recorded availability time.

Local tool and date guard validated; full upstream TradingAgents graph execution remains unverified.

Forward research example · Platform documentation

Quant research and backtesting

QuantConnect / LEAN

Retain a capture and use it only after its recorded availability time.

Research companion or importer candidate; native platform execution requires separate validation.

Forward research example · Platform documentation

Crypto trading framework

Hummingbot

Retain a capture and use it only after its recorded availability time.

Research companion or importer candidate; native platform execution requires separate validation.

Forward research example · Platform documentation

Crypto trading framework

Freqtrade / FreqAI

Retain a capture and use it only after its recorded availability time.

Research companion or importer candidate; native platform execution requires separate validation.

Forward research example · Platform documentation

Charting and trader workspace

TradingView

Use a narrowly scoped watchlist review beside cited funding evidence.

Eligible TradingView account and client tool permissions required.

MCP companion · Platform documentation

Retail trading platform

MetaTrader / MQL5 Market

Source-dated macro funding panel without trading signals or order routing.

Platform admission, qualified data scope and native acceptance required.

Provider evaluation packet · Platform documentation

Indian broker API ecosystem

Zerodha / Kite Connect

Indian institution evidence alongside a user's existing research process.

Platform admission, qualified data scope and native acceptance required.

Provider evaluation packet · Platform documentation

Institutional terminal

Bloomberg institutional workflows

Institution and funding research integrated into an analyst's terminal workflow.

Current partner route must be confirmed; legacy App Portal materials are insufficient.

Provider evaluation packet · Platform documentation

Institutional terminal

LSEG Workspace

Review dated funding and institution evidence within a desk's existing workspace.

Application draft prepared but not submitted. Company and legal declarations plus communications consent remain unresolved.

Provider evaluation packet · Platform documentation

Institutional data/workflow marketplace

FactSet Marketplace

Entity-linked financial-institution evidence or funding observations.

Qualification inquiry received; provider review and marketplace approval pending. No public operator listing verified.

Provider evaluation packet · Platform documentation

Financial desktop interoperability

FINOS FDC3 desktops

Open an evidence packet in the reference app for an FDC3 desktop.

Reference implementation; directory PR 40 remains unmerged.

Reference application · Platform documentation

Institutional crypto platform

Talos Provider Network

Review liquidity and funding context before a desk's own execution decision.

Platform admission, qualified data scope and native acceptance required.

Provider evaluation packet · Platform documentation

Institutional data marketplace

Nasdaq Data Link

Consume a stable funding or institution dataset in research.

Qualification inquiry received; provider review and marketplace approval pending. No public operator listing verified.

Provider evaluation packet · Platform documentation

Cloud data and AI marketplace

Databricks Marketplace

An enterprise agent calls source-cited financial research through MCP.

Email verified; application remains an unsubmitted draft. Company details and an evidenced cloud specialization are still required.

Provider evaluation packet · Platform documentation

Fintech developer access program

Fintech Sandbox

A fintech team integrates evidence into a working prototype.

Existing provider enquiry submitted; acceptance pending. No duplicate enquiry sent.

Provider evaluation packet · Platform documentation

Research demo distribution

Hugging Face Spaces

Inspect a saved evidence packet locally in the browser.

Public Space checked running; this does not establish independent use.

Live packet inspector · Platform documentation

Make the next review repeatable.

  1. Run one task and inspect the cited source, date, unit and gaps.
  2. Save the capture and the note it helped you write.
  3. Return on another working day and compare with that capture.

The kit includes forward-research examples, agent setup instructions and provider evaluation material. Historical observation dates do not establish historical data availability. These connections do not authorize trades or grant redistribution rights.

Download checksums · Machine-readable routes · Publication status