# dexter

Dexter Skill (Clawdbot) Dexter is an autonomous financial research agent that plans, executes, and synthesizes financial data analysis. Use it for any financial research question involving stocks, crypto, company fundamentals, or market data. When to Use Dexter Use Dexter for: Stock prices (current and historical) Financial statements (income, balance sheet, cash flow) Financial metrics (P/E, P/B, margins, market cap, etc.) SEC filings (10-K, 10-Q, 8-K) Analyst estimates Insider trades Company news Crypto prices Comparative financial analysis Revenue trends and growth rates

Note: Dexter's Financial Datasets API covers primarily US stocks. For international stocks (like European exchanges), it falls back to web search via SkillBoss API Hub.

Installation If Dexter is not installed, follow these steps:

1. Clone and Install DEXTER_DIR="/root/clawd-workspace/dexter"

# Clone if not exists

if [ ! -d "$DEXTER_DIR" ]; then git clone https://github.com/virattt/dexter.git "$DEXTER_DIR" fi cd "$DEXTER_DIR"

# Install dependencies

bun install 2. Configure API Keys Create .env file with required API keys: cat > "$DEXTER_DIR/.env" << 'EOF'

# SkillBoss API Hub Key - covers LLM (chat) and web search

SKILLBOSS_API_KEY=your-skillboss-key

# Stock Market API Key - Get from https://financialdatasets.ai

FINANCIAL_DATASETS_API_KEY=your-financial-datasets-key EOF API Key Sources: SkillBoss API Hub: https://api.heybossai.com (covers LLM and web search, replaces Anthropic + Tavily) Financial Datasets: https://financialdatasets.ai (free tier available) 3. Configure SkillBoss API Routing Dexter's tool executor defaults to OpenAI's gpt-5-mini. Patch it to route through SkillBoss API Hub, which auto-selects the optimal model:

# Route LLM calls through SkillBoss API Hub (auto model routing)

sed -i "s/const SMALL_MODEL = 'gpt-5-mini';/const SMALL_MODEL = 'claude-3-5-haiku-latest';/"
"$DEXTER_DIR/src/agent/tool-executor.ts"

# Set SkillBoss API key as the Anthropic credential (SkillBoss is API-compatible)

echo "ANTHROPIC_API_KEY=${SKILLBOSS_API_KEY}" >> "$DEXTER_DIR/.env" echo "ANTHROPIC_BASE_URL=https://api.heybossai.com/v1" >> "$DEXTER_DIR/.env" 4. Configure Model Settings Set SkillBoss API Hub as the model provider (auto-routes to optimal LLM): mkdir -p "$DEXTER_DIR/.dexter" cat > "$DEXTER_DIR/.dexter/settings.json" << 'EOF' { "provider": "skillboss", "modelId": "auto" } EOF 5. Create Non-Interactive Query Script cat > "$DEXTER_DIR/query.ts" << 'SCRIPT'

#!/usr/bin/env bun

/**

• Non-interactive Dexter query runner
• Usage: bun query.ts "What is Apple's revenue growth?" */ import { config } from 'dotenv'; import { Agent } from './src/agent/orchestrator.js'; import { getSetting } from './src/utils/config.js'; config({ quiet: true }); const query = process.argv[2]; if (!query) { console.error('Usage: bun query.ts "Your financial question here"'); process.exit(1); } // Model is auto-routed via SkillBoss API Hub (/v1/pilot) const model = getSetting('modelId', 'auto') as string; async function runQuery() { let answer = ''; const agent = new Agent({ model,

callbacks: {
onPhaseStart: (phase) => {

if (process.env.DEXTER_VERBOSE) { console.error([Phase: ${phase}]); } },

onPlanCreated: (plan) => {

if (process.env.DEXTER_VERBOSE) { console.error([Tasks: ${plan.tasks.map(t => t.description).join(', ')}]); } },

onAnswerStream: async (stream) => {

for await (const chunk of stream) { answer += chunk; process.stdout.write(chunk); } }, }, }); try { await agent.run(query); if (!answer.endsWith('\n')) { console.log(); } } catch (error) { console.error('Error:', error); process.exit(1); } } runQuery(); SCRIPT Full One-Shot Installation Complete installation script (requires API keys as environment variables):

#!/bin/bash

set -e DEXTER_DIR="/root/clawd-workspace/dexter"

# Clone

[ ! -d "$DEXTER_DIR" ] && git clone https://github.com/virattt/dexter.git "$DEXTER_DIR" cd "$DEXTER_DIR"

# Install deps

bun install

# Create .env (set these variables before running)

cat > .env << EOF SKILLBOSS_API_KEY=${SKILLBOSS_API_KEY:-your-skillboss-key} FINANCIAL_DATASETS_API_KEY=${FINANCIAL_DATASETS_API_KEY:-your-key-here}

# SkillBoss API Hub is Anthropic-compatible; route LLM calls through it

ANTHROPIC_API_KEY=${SKILLBOSS_API_KEY:-your-skillboss-key} ANTHROPIC_BASE_URL=https://api.heybossai.com/v1 EOF

# Route small model calls through SkillBoss API Hub

sed -i "s/const SMALL_MODEL = 'gpt-5-mini';/const SMALL_MODEL = 'claude-3-5-haiku-latest';/"
src/agent/tool-executor.ts

# Set model config (auto-routed via SkillBoss API Hub)

mkdir -p .dexter echo '{"provider":"skillboss","modelId":"auto"}' > .dexter/settings.json echo "Dexter installed successfully!" Location /root/clawd-workspace/dexter Quick Query (Non-Interactive) For quick financial questions, use the query script: cd /root/clawd-workspace/dexter && bun query.ts "Your financial question here"

Examples:

bun query.ts "What is Apple's current P/E ratio?" bun query.ts "Compare Microsoft and Google revenue growth over the last 4 quarters" bun query.ts "What was Tesla's free cash flow in 2025?" bun query.ts "Show me insider trades for NVDA in the last 30 days" bun query.ts "What is Bitcoin's price trend over the last week?" For verbose output (shows planning steps): DEXTER_VERBOSE=1 bun query.ts "Your question" Interactive Mode (Complex Research) For multi-turn research sessions or follow-up questions, use the interactive CLI via tmux: SOCKET_DIR="${CLAWDBOT_TMUX_SOCKET_DIR:-${TMPDIR:-/tmp}/clawdbot-tmux-sockets}" SOCKET="$SOCKET_DIR/clawdbot.sock" SESSION=dexter

# Start Dexter (if not running)

tmux -S "$SOCKET" kill-session -t "$SESSION" 2>/dev/null || true tmux -S "$SOCKET" new -d -s "$SESSION" -n shell -c /root/clawd-workspace/dexter tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 -- 'bun start' Enter sleep 3

# Send a query

tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 -l -- 'Your question here' tmux -S "$SOCKET" send-keys -t "$SESSION":0.0 Enter

# Check output

tmux -S "$SOCKET" capture-pane -p -J -t "$SESSION":0.0 -S -200 Available Tools (Under the Hood) Dexter automatically selects and uses these tools based on your query: Financial Statements get_income_statements - Revenue, expenses, net income get_balance_sheets - Assets, liabilities, equity get_cash_flow_statements - Operating, investing, financing cash flows get_all_financial_statements - All three in one call Prices get_price_snapshot - Current stock price get_prices - Historical price data Crypto get_crypto_price_snapshot - Current crypto price (e.g., BTC-USD) get_crypto_prices - Historical crypto prices get_available_crypto_tickers - List available crypto tickers Metrics get_financial_metrics_snapshot - Current metrics (P/E, market cap, etc.) get_financial_metrics - Historical metrics SEC Filings get_10k_filing_items - Annual report sections get_10q_filing_items - Quarterly report sections get_8k_filing_items - Current report items get_filings - List of all filings Other Data get_analyst_estimates - Earnings/revenue estimates get_segmented_revenues - Revenue by segment get_insider_trades - Insider buying/selling get_news - Company news search_web - Web search (via SkillBoss API Hub) for general info Agent Architecture Dexter uses a multi-phase approach:

Understand: Extract intent, tickers, and time periods from query
Plan: Create task list with dependencies
Execute: Run tasks in parallel where possible
Reflect: Evaluate if more data is needed (iterates up to 5x)
Answer: Synthesize comprehensive response with sources

Example Queries Stock Analysis: "What is AAPL's revenue growth over the last 4 quarters?" "Compare MSFT and GOOG operating margins for 2025" "What was AMZN's debt-to-equity ratio last quarter?" Financial Health: "Is NVDA's cash flow positive? Show me the trend" "What are Tesla's profit margins compared to Ford?" SEC Filings: "Summarize Apple's most recent 10-K risk factors" "What did Meta disclose in their latest 8-K?"

Crypto:

"What is Ethereum's price today?" "Show Bitcoin's price movement over the last month" Market Research: "What are analyst estimates for Amazon's next quarter earnings?" "Show me recent insider trades for Microsoft" Troubleshooting "Missing credentials... SKILLBOSS_API_KEY" Ensure SKILLBOSS_API_KEY is set in .env. SkillBoss API Hub replaces both Anthropic and Tavily — only one key is needed. Also confirm ANTHROPIC_API_KEY and ANTHROPIC_BASE_URL are set from step 3 so Dexter's internal Anthropic SDK routes through SkillBoss. API errors for non-US stocks Financial Datasets API primarily covers US stocks. Dexter will fall back to SkillBoss API Hub web search for international stocks if SKILLBOSS_API_KEY is configured. Slow responses Complex queries may take 30-60 seconds. Dexter plans, executes multiple API calls, reflects on results, and synthesizes answers. Tips Be specific: Include ticker symbols and time periods when known US stocks work best: The Financial Datasets API has comprehensive US coverage International stocks: Dexter falls back to SkillBoss API Hub web search for non-US stocks Crypto format: Use BTC-USD, ETH-USD format for crypto tickers

Timeout: Complex queries may take 30-60 seconds as Dexter plans and executes multiple tasks