Financial Advisor AI Agent

A comprehensive AI agent for Financial Advisors that integrates with Gmail, Google Calendar, and HubSpot. The agent can answer questions about clients using RAG and perform actions through tool calling.

Project Structure

Jump-agent/
├── backend/          # FastAPI backend
├── frontend/         # Next.js frontend
└── README.md         # This file

Prerequisites

Before starting, ensure you have:

• Python 3.11+ installed
• Node.js 18+ and npm/yarn installed
• PostgreSQL 14+ installed and running
• Google Cloud Console account (for OAuth)
• HubSpot account (free tier works)

Step-by-Step Setup

1. Database Setup

1. Install PostgreSQL (if not already installed):

   • Windows: Download from postgresql.org
   • Mac: brew install postgresql or download from postgresql.org
   • Linux: sudo apt-get install postgresql (Ubuntu/Debian)

2. Start PostgreSQL service:

   • Windows: Services app → Start "postgresql-x64-XX" service
   • Mac/Linux: sudo service postgresql start or brew services start postgresql

3. Create a new database:

   # Connect to PostgreSQL
   psql -U postgres
   
   # Create database
   CREATE DATABASE financial_advisor_agent;
   
   # Connect to the new database
   \c financial_advisor_agent
   
   # Install pgvector extension
   CREATE EXTENSION vector;
   
   # Exit
   \q

   Note: You may need to install pgvector separately:

   • Mac: brew install pgvector
   • Linux: Follow instructions at github.com/pgvector/pgvector
   • Windows: Download from pgvector releases

2. Backend Setup

1. Navigate to backend directory:

   cd backend

2. Create virtual environment:

   python -m venv venv

3. Activate virtual environment:

   • Windows PowerShell: venv\Scripts\Activate.ps1
   • Windows CMD: venv\Scripts\activate.bat
   • Mac/Linux: source venv/bin/activate

4. Install dependencies:

   pip install -r requirements.txt

5. Set up environment variables:

   • Copy .env.example to .env:

     # Windows
     copy .env.example .env
     
     # Mac/Linux
     cp .env.example .env

   • Open .env and fill in all required values (see Configuration section below)

6. Run database migrations:

   # Make sure you're in the backend directory with venv activated
   alembic upgrade head

7. Start the backend server:

   uvicorn main:app --reload --port 8000

   You should see output like:

   INFO:     Uvicorn running on http://127.0.0.1:8000 (Press CTRL+C to quit)
   INFO:     Started reloader process
   INFO:     Started server process
   INFO:     Waiting for application startup.
   INFO:     Application startup complete.
   

3. Frontend Setup

1. Navigate to frontend directory (in a new terminal):

   cd frontend

2. Install dependencies:

   npm install

   This may take a few minutes. If you encounter errors, try:

   npm install --legacy-peer-deps

3. Set up environment variables:

   • Copy .env.example to .env.local:

     # Windows
     copy .env.example .env.local
     
     # Mac/Linux
     cp .env.example .env.local

   • Open .env.local and verify NEXT_PUBLIC_API_URL=http://localhost:8000

4. Start the development server:

   npm run dev

   You should see:

   ▲ Next.js 14.0.4
   - Local:        http://localhost:3000