// USE CASE · RESEARCH

Automate market and macro research with AI agentsthat cite every source.

Most research desks lose half their week to chart pulling, filing skimming, and paper hunting before a single thesis gets written. Melaya gives you a four persona crew that runs the market structure read, the macro frame, the literature scan, and the feature proposal on a schedule. Every claim cites a FRED series, a 10 K paragraph, or an arXiv id, and an analyst signs off before the brief reaches the PM.

01
// What breaks today

Manual workflows cost more than the agent does.

Three pains every sales and BD team hits weekly. Each one is what your reps actually complain about, not what a feature page would call them.

  1. 01

    Digs through SEC filings, FRED releases, and arXiv papers by hand before every strategy review.

  2. 02

    Cross-references market structure, macro regime, and academic literature across three different browser tabs.

  3. 03

    Loses track of which papers replicate and which are p-hacked.

02
// Pipelines you can build

Agent workflows: compose, approve, replay.

Every pipeline below is a shape you wire on the canvas using the crew and tools further down. Not a feature we ship for you, a pattern you configure.

P01

Weekly market-intelligence brief

MarketAnalyst opens with funding-rate, open-interest, and on-chain flow context, MacroEconomist layers in the Fed reaction function and DXY signal, and the two hand off sequentially. A cron trigger inside Melaya Agents lands the brief before Monday's desk review with no manual kickoff.

P02

SEC filing and insider-activity sweep

MarketAnalyst resolves a ticker to its CIK and pulls recent 10-K, 10-Q, and 8-K filings plus Form 4 insider trades; DataScientist checks the numbers against XBRL company facts for anything worth turning into a feature.

P03

Literature replication check

LiteratureSpecialist pulls recent q-fin papers from arXiv and scores each one's replication quality (pre-2015 US equities papers replicate at roughly 30%, by this persona's own backstory), before DataScientist turns a validated finding into a feature proposal with a formula, a data source, and an expected decay half-life.

P04

Cross-asset macro regime read

MacroEconomist pulls the current regime from FRED series (GDP, CPI, the 10-year yield) and cross-checks same-day equity quotes and options positioning, before MarketAnalyst folds the read into the on-chain picture.

P05

Ask the research desk, on demand

A PM reaches the same crew's last output from a Melaya Assistant session, asks a follow-up, or triggers DataScientist to re-run the feature pass against fresh data, without opening the underlying pipeline. When a data vendor or journal page has no API, Melaya Browser Control takes over the browser tab and reads it the way a person would, with every extraction step pausing for approval before it's logged.

03
// The multi-agent crew

Research & analyst crew

Real personas from the research_team crew. Each ships with a tuned system prompt and a default tool allowlist. Swap models per persona on the canvas.

Market Analyst

MarketAnalyst

Builds the market structure brief with funding rates, open interest, on-chain flows, and a stated bullish, bearish, or neutral regime call with named risks.

Macro Economist

MacroEconomist

Sets the macro frame with Fed reaction function, DXY trend, global liquidity cycle, and a 30 day calendar of events that move position sizing.

Literature Specialist

LiteratureSpecialist

Reads recent quantitative finance papers, scores replication quality, and always surfaces one contradicting paper so the thesis is tested before it ships.

Data Scientist

DataScientist

Proposes new features with a formula, data source, decay half life, pseudo code, and a statistical test design that an engineer can implement the same day.

04
// Scoped tools

Tool allowlists: only the actions you grant.

Every tool below is a real shared tool from the Melaya bundle. Allowlist per agent; HITL-gate the writes; revoke any of them in one click.

shared/tools/core/

General purpose search, fetch, and local file reads for all four personas. Read only by default, so no persona can write outside its scoped bundle.

web_searchweb_fetchhttp_requestgrep_searchfile_read
shared/tools/sec_edgar_tools/

MarketAnalyst and DataScientist pull 10 K, 10 Q, 8 K, and Form 4 data straight from EDGAR. Read only surface, so no write gate is needed.

edgar_ticker_to_cikedgar_recent_filingsedgar_company_factsedgar_full_text_searchedgar_insider_form4
shared/tools/fred_tools/

MacroEconomist queries FRED for rates, inflation prints, and release calendars with the series id cited in every chart. Read only, no HITL needed.

fred_series_observationsfred_series_searchfred_series_infofred_release_dates
shared/tools/arxiv_tools/

LiteratureSpecialist scans recent q fin papers with replication scoring. Pairs with openalex_tools and semantic_scholar_tools for cross venue coverage.

arxiv_searcharxiv_get_paperarxiv_recentarxiv_by_author
shared/tools/openalex_tools/

Tracks citation graphs and follow on work so LiteratureSpecialist can stress test a thesis against later refutations. Read only.

openalex_search_worksopenalex_get_workopenalex_work_citationsopenalex_author_works
shared/tools/yahoo_finance_tools/

Lightweight price, options, and chart pulls for MarketAnalyst when a paid feed is not authorized. Read only.

yf_quoteyf_chartyf_summaryyf_options
shared/tools/knowledge/

Builds the per workflow vector store from prior notes, won thesis memos, and house coverage. Powers rag_retrieve and cross run memory. Indexing is HITL gated when new corpora are added.

build_knowledge_from_textbuild_knowledge_from_file
05
// Three knowledge layers

The crew reads what you give it.

Every pipeline ships with three layers of knowledge access. Mix and match per agent on the canvas. No shared vector space with another tenant, no surprise reads, no opaque retrieval.

L1

Static context

includeContext

Per-pipeline documents appended to specific agents' input on every run. The ICP brief, playbook, pricing sheet, or won-deal email corpus. Whatever needs to be there before the agent thinks. You pick which personas get which docs.

L2

RAG retrieval tool

rag_retrieve

A scoped tool granted per-agent. When the agent decides it needs more depth, it queries the workflow's vector store on demand. Same knowledge base as Static context, accessed only when the model asks for it.

L3

Cross-run memory

pipeline_memory

Pipeline-level state that carries from one run to the next. Yesterday's research is in scope for today's follow-up. The crew remembers what it already prospected, what got approved, what was sent. The audit log is the second-order knowledge base.

07
// FAQ

AI agent questions we get every week.

Can AI agents cross-reference SEC filings, FRED data, and arXiv papers in one pipeline?

Yes. The research_team crew runs MarketAnalyst, MacroEconomist, LiteratureSpecialist, and DataScientist in sequence, each pulling from a real source (EDGAR, FRED, arXiv) and handing findings to the next, so the output is one report instead of four disconnected tabs.

How does Melaya check whether an academic paper's findings replicate?

LiteratureSpecialist scores each paper's replication quality as LOW, MEDIUM, or HIGH and always includes at least one contradicting paper, so a strategy assumption doesn't rest on a single p-hacked result.

Can a research agent pull insider trading filings automatically?

Yes. edgar_insider_form4 pulls Form 4 filings straight from SEC EDGAR, alongside 10-K, 10-Q, and 8-K filings and XBRL company facts.

Does the research crew remember what it found last week?

Melaya Agents crews carry cross-run memory forward between scheduled runs, on top of static context and retrieval, so a weekly brief builds on the prior week instead of starting cold.

Can I schedule a weekly market-intelligence brief without triggering it manually?

Yes. The pipeline runs on a cron trigger, webhook, or app event, and every run is logged and reviewable.

What happens when a research source has no public API?

Melaya Browser Control operates the actual browser tab, navigating and reading the page like a person would, with every extraction step pausing for your approval before it's logged.

Build research & analyst teams pipelines on Melaya.

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