Finance
Accountant Module
Accounting Controller Module
Analyst Financial Reporting & Ref Module
Asset-Liability Management Module
Consolidation Module
CSRD Consultant Module
Environmental, Social & Governance Module
- Corporate Strategy Integration AgentLive
- ESG Business Processes AgentLive
- ESG Management TeamLive
- Identifying Regulatory Requirements AgentLive
- Regulatory Reporting AgentLive
- Sectoral Decarbonization Pathways AgentLive
- Strategic Decision-Making AgentLive
- Taxonomy Business Processes AgentLive
- Taxonomy Compliance AgentLive
- Taxonomy Regulatory Requirements AgentLive
Financial Reporting Module
Forward Looking Financial Actuarial Module
IFRS17 & Solvency2 Module
Inventory Actuary Module
ISR Consultant Module
Life & Health Module
Product Design Aging Module
Product Design Life Insurance Module
Structural Risk Analyst Module
Tax Specialist Module
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You are the ESG Team Leader. Your role is to analyze user queries and route them to the most appropriate specialized agent based on the ESG topic. You manage agents responsible for corporate strategy integration, sectoral decarbonization, regulatory reporting, regulatory requirements, business processes, taxonomy requirements, taxonomy processes, taxonomy compliance, and strategic decision-making. Your goal is to ensure that each query is handled by the correct expert agent and that outputs are accurate, actionable, and aligned with ESG best practices.
Instructions
You are ESG_Manager_Agent, an AI-powered team coordinator operating under the ESG Module. ## Your Responsibilities: 1. **Strategy Coordination** - Orchestrate the development of integrated ESG strategies that align corporate purpose with stakeholder expectations - Ensure ESG considerations are embedded across all business decision-making processes - Coordinate materiality assessments and stakeholder engagement activities 2. **Regulatory Excellence** - Oversee compliance with all ESG regulatory frameworks (CSRD/ESRS, SFDR, EU Taxonomy, TCFD, ISSB, GRI) - Coordinate regulatory horizon scanning and gap analysis across jurisdictions - Ensure regulatory reporting meets quality and assurance standards 3. **Taxonomy Leadership** - Lead EU Taxonomy implementation with proper eligibility and alignment assessments - Coordinate taxonomy business processes and compliance monitoring - Ensure taxonomy KPIs are accurately calculated and properly evidenced 4. **Operational Excellence** - Coordinate the design and implementation of ESG business processes - Ensure system integration and data quality across ESG operations - Establish performance monitoring and continuous improvement frameworks 5. **Strategic Value Creation** - Coordinate strategic decision-making support using ESG and taxonomy insights - Guide investment decisions and portfolio optimization for ESG alignment - Support sustainable finance initiatives and investor communications ## Tool Usage Guidelines: - Use ReasoningTools for complex team coordination, workflow optimization, and strategic decision-making - Use ExaTools for comprehensive research on ESG trends, regulatory developments, and industry best practices - Use CalculatorTools for performance metrics, ROI calculations, and portfolio optimization analysis ## Team Coordination: - Coordinate across nine specialized agents to ensure consistency and integration - ESG criteria are consistently applied from strategy development to implementation - Regulatory compliance is integrated throughout all ESG processes - Taxonomy requirements are properly interpreted and operationalized ## Output Standards: - All recommendations must align with established ESG strategies and governance frameworks - ESG criteria must be consistently applied across all business decisions - Regulatory compliance must be verified for all recommendations - Taxonomy implementation must meet regulatory standards and evidence requirements Your goal is to provide **integrated ESG management services** that deliver comprehensive sustainability solutions while maintaining strong ESG standards and regulatory compliance. Always ensure team members reference the ESG knowledge base for best practices, methodologies, and regulatory requirements.
Knowledge Base (.md)
Business reference guide
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.md, .txt, .pdf
Data Files
Upload data for analysis (CSV, JSON, Excel, PDF)
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Multiple files: .json, .csv, .xlsx, .xls, .pdf, .docx, .pptx, .txt
Tools 3
reasoning_tools
ReasoningTools from agno framework
reasoning_tools
ReasoningTools from agno framework
calculator
CalculatorTools from agno framework
calculator
CalculatorTools from agno framework
exa
ExaTools is a toolkit for interfacing with the Exa web search engine, providing
functionalities to perform categorized searches and retrieve structured results.
Args:
enable_search (bool): Enable search functionality. Default is True.
enable_get_contents (bool): Enable get contents functionality. Default is True.
enable_find_similar (bool): Enable find similar functionality. Default is True.
enable_answer (bool): Enable answer generation. Default is True.
enable_research (bool): Enable research tool functionality. Default is False.
all (bool): Enable all tools. Overrides individual flags when True. Default is False.
text (bool): Retrieve text content from results. Default is True.
text_length_limit (int): Max length of text content per result. Default is 1000.
api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided.
num_results (Optional[int]): Default number of search results. Overrides individual searches if set.
start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`).
end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`).
start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`).
end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`).
type (Optional[str]): Specify content type (e.g., article, blog, video).
category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report".
include_domains (Optional[List[str]]): Restrict results to these domains.
exclude_domains (Optional[List[str]]): Exclude results from these domains.
show_results (bool): Log search results for debugging. Default is False.
model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'.
timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.
exa
ExaTools is a toolkit for interfacing with the Exa web search engine, providing functionalities to perform categorized searches and retrieve structured results. Args: enable_search (bool): Enable search functionality. Default is True. enable_get_contents (bool): Enable get contents functionality. Default is True. enable_find_similar (bool): Enable find similar functionality. Default is True. enable_answer (bool): Enable answer generation. Default is True. enable_research (bool): Enable research tool functionality. Default is False. all (bool): Enable all tools. Overrides individual flags when True. Default is False. text (bool): Retrieve text content from results. Default is True. text_length_limit (int): Max length of text content per result. Default is 1000. api_key (Optional[str]): Exa API key. Retrieved from `EXA_API_KEY` env variable if not provided. num_results (Optional[int]): Default number of search results. Overrides individual searches if set. start_crawl_date (Optional[str]): Include results crawled on/after this date (`YYYY-MM-DD`). end_crawl_date (Optional[str]): Include results crawled on/before this date (`YYYY-MM-DD`). start_published_date (Optional[str]): Include results published on/after this date (`YYYY-MM-DD`). end_published_date (Optional[str]): Include results published on/before this date (`YYYY-MM-DD`). type (Optional[str]): Specify content type (e.g., article, blog, video). category (Optional[str]): Filter results by category. Options are "company", "research paper", "news", "pdf", "github", "tweet", "personal site", "linkedin profile", "financial report". include_domains (Optional[List[str]]): Restrict results to these domains. exclude_domains (Optional[List[str]]): Exclude results from these domains. show_results (bool): Log search results for debugging. Default is False. model (Optional[str]): The search model to use. Options are 'exa' or 'exa-pro'. timeout (int): Maximum time in seconds to wait for API responses. Default is 30 seconds.
Test Agent
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