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README.md

AI Financial Coach Agent

A multi-agent financial coach that analyzes your budget, plans your savings, and builds debt-payoff strategies — rendered as interactive UI cards in a separate report tab. Built with CopilotKit, AG-UI, and Google's ADK on top of Next.js.

https://github.com/user-attachments/assets/edd4fa8d-ecc5-4b5d-90ff-27b21af5af94

Gen UI concept — tool-rendered components. A top-level coach routes each chat turn to the right tool: update your financial profile from natural language ("my income is $8k"), run a single phase (budget / savings / debt), or run the full Budget→Savings→Debt sequence. Each tool call streams a status pill into the chat while the corresponding card materializes in the report tab.

Prerequisites

Getting Started

  1. Install dependencies (npm, or pnpm/yarn/bun):
npm install
  1. Install Python dependencies for the ADK agent:
npm run install:agent

Note: This will automatically setup a .venv (virtual environment) inside the agent directory.

To activate the virtual environment manually, you can run:

source agent/.venv/bin/activate
  1. Set up your Google API key:
export GOOGLE_API_KEY="your-google-api-key-here"
  1. Start the development server:
npm run dev

This will start both the UI and agent servers concurrently.

Available Scripts

The following scripts can also be run using your preferred package manager:

  • dev - Starts both UI and agent servers in development mode
  • dev:debug - Starts development servers with debug logging enabled
  • dev:ui - Starts only the Next.js UI server
  • dev:agent - Starts only the ADK agent server
  • build - Builds the Next.js application for production
  • start - Starts the production server
  • install:agent - Installs Python dependencies for the agent

Customization

The main UI component is in src/app/page.tsx. You can:

  • Modify the theme colors and styling
  • Add new frontend actions
  • Customize the CopilotKit sidebar appearance

📚 Documentation