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Add NemoHermes Financial Assistant demo#36

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pastorsj wants to merge 22 commits into
NVIDIA:mainfrom
pastorsj:feature/hermes-financial-assistant
Open

Add NemoHermes Financial Assistant demo#36
pastorsj wants to merge 22 commits into
NVIDIA:mainfrom
pastorsj:feature/hermes-financial-assistant

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@pastorsj

@pastorsj pastorsj commented Jun 9, 2026

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Summary

Adds a focused NemoHermes Financial Desk example for public-market research support:

  • finance-scoped Hermes skills for market snapshots, SEC company facts, analyst briefs, and analyst playbooks
  • read-only public finance policy presets and helper scripts
  • streaming browser UI with NVIDIA branding, market watch context, agent activity, Markdown/HTML rendering, and no browser API key field
  • Build API setup for Nemotron Ultra using API URL, API key, and model values
  • Brev deployment/start docs with .env.example and copy/paste commands
  • optional NeMo Relay + Phoenix tracing docs/assets
  • optional one-owner Outlook bridge setup patterned after the personal community sentiment agent

How to test

From a fresh checkout:

cd examples/financial-analyst-hermes
cp .env.example .env
${EDITOR:-vi} .env

Fill in at least:

FINANCE_API_URL=https://integrate.api.nvidia.com/v1
FINANCE_API_KEY=<your-build-api-key>
FINANCE_MODEL=nvidia/nemotron-3-ultra-550b-a55b
NEMOCLAW_SANDBOX_NAME=financial-analyst

Run local UI checks:

cd examples/financial-analyst-hermes
npm install
npm test
npm run build

Run script syntax checks:

bash -n scripts/setup-outlook-provider.sh scripts/install-skills.sh scripts/configure-finance-skills.sh
python3 -m py_compile \
  scripts/finance_ui_server.py \
  scripts/login-ms-graph.py \
  scripts/outlook_finance_bridge.py \
  scripts/smoke-compatible-api.py \
  scripts/smoke-hermes-api.py

Start the agent on Brev by following:

examples/financial-analyst-hermes/docs/start-agent.md

Short Brev flow:

brev shell financial-assistant-agent
git clone https://github.com/NVIDIA/nemoclaw-community.git
cd nemoclaw-community
# before merge only:
git remote add pastorsj https://github.com/pastorsj/nemoclaw-community.git || true
git fetch pastorsj feature/hermes-financial-assistant
git checkout feature/hermes-financial-assistant
cd examples/financial-analyst-hermes
cp .env.example .env
${EDITOR:-vi} .env

Then follow docs/start-agent.md to onboard NemoHermes, connect the Build API route, install finance skills, start Phoenix, and run the streaming UI. The setup applies a 240s OpenShell inference timeout because Nemotron Ultra can take longer than the default 60s through the sandbox route.

Verify the running route:

python3 scripts/smoke-compatible-api.py \
  --api-url https://integrate.api.nvidia.com/v1 \
  --model nvidia/nemotron-3-ultra-550b-a55b \
  --timeout 240

python3 scripts/smoke-hermes-api.py \
  --api-url http://127.0.0.1:8642/v1 \
  --model nvidia/nemotron-3-ultra-550b-a55b \
  --timeout 240

Optional public UI check:

curl -sS https://demo-ykokji2ig.brevlab.com/health
curl -sS https://demo-ykokji2ig.brevlab.com/config

Outlook fixture rehearsal, without sending email:

OUTLOOK_TARGET_MAILBOX=agent@example.com \
OUTLOOK_REPLY_TO=pm@northstar-cap.com \
FINANCE_MODEL="$FINANCE_MODEL" \
python3 scripts/outlook_finance_bridge.py \
  --api-url http://127.0.0.1:18080/v1 \
  --fixture fixtures/outlook-emails.json \
  --limit 1 \
  --reply-mode print

Notes

  • Build API setup uses https://integrate.api.nvidia.com/v1 and nvidia/nemotron-3-ultra-550b-a55b.
  • The live Brev route has passed direct Build API smoke and minimal Hermes route smoke with the corrected model ID. Full public Playwright UI smoke is not the post-correction pass condition because open-ended UI prompts through Ultra can exceed browser smoke timing.
  • Real Outlook Graph send/reply requires tenant policy to permit the Microsoft device-code login for the configured app/account. If Microsoft returns AADSTS53003, fix the Entra conditional-access/app assignment and rerun scripts/setup-outlook-provider.sh.
  • The current live Brev verification record is in examples/financial-analyst-hermes/docs/live-verification.md.

@pastorsj
pastorsj requested review from mpenn and slopp June 9, 2026 04:03
@pastorsj pastorsj changed the title Add NemoHermes financial assistant demo Add NemoHermes Financial Assistant demo Jun 9, 2026
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