TopSpeed Blog

Tools, projects, and field insights

← Back to home
🇮🇱 עברית

AI Tools for Financial Professionals: From Zero to Power User

A comprehensive guide to AI tools for insurance agents, pension advisors, and financial professionals. From free chat AI to MCP connectors, Chrome plugins, Claude for Office (Google Workspace & Microsoft 365), building local dashboards, and full agent setups. Seven levels — from zero to power user.

  • Level 1-2: Chat AI & Custom Instructions (free)
  • Level 3: Chrome Extensions that live inside your browser
  • Level 4: Claude for Office — AI inside Google Sheets, Docs, Gmail, Excel, PowerPoint
  • Level 5: MCP — connecting AI directly to your databases and files
  • Level 6-7: Building custom dashboards and full AI agents

Complete with pricing comparison, resource links, and practical examples for the financial industry.

AI Tools MCP Claude Financial Professionals Chrome Extensions Dashboards

OpenClaw — The AI Agent That Builds This Site

OpenClaw is an AI agent that runs on your server 24/7. Not a chatbot, not Copilot — an autonomous agent that manages infrastructure, writes code, sends messages, and builds websites. It built this blog, my CV, and every tool on this site.

What does it actually do?

OpenClaw is connected to Telegram, the server, GitHub, and my phone. I message it on Telegram "build me a car comparison tool" — and it builds it. Not a basic scaffold. A complete site: financing calculations, charts, responsive, deployed to production.

Why not just Claude Code / Cursor?

  • Always on — Runs 24/7, no IDE needed. I send a message from my phone at 2 AM, everything's ready in the morning
  • Memory — MCP + MEMORY.md + daily notes. Retains context about projects, preferences, past decisions — doesn't start from zero every session
  • Heartbeats — Every 30 minutes checks emails, calendar, alerts. Only messages me when something matters
  • Nodes — Connected to devices: camera, GPS, notifications, files. Can snap photos, access location, read files from my phone
  • Cron jobs — Schedules tasks, reminders, automated checks. No manual crontab needed
  • Multi-channel — Telegram, Discord, WhatsApp, Signal. Same agent everywhere

My setup:

# Hostinger VPS (72.61.159.215)
# Ubuntu 22.04, nginx, Node.js 22
# OpenClaw runs as systemd service
# Model: Claude Opus 4 / Sonnet 4 (Azure)
# Channels: Telegram (primary), Discord
# MCP: AgentMemory (persistent memory)
# Nodes: Android (personal phone)

Things it did for me this month:

  • Built a car comparison tool with financing calculator, balloon payments, risk gauge — car-compare
  • Built the interactive CV with Plexus Sphere and timeline visualization — CV
  • Wrote this blog + deploy + SSL + Cloudflare CDN
  • Fixed typos in GitHub repos and updated READMEs
  • Manages scheduled reminders and cron tasks
  • Built a money market funds dashboard — kaspit

What it's not?

OpenClaw isn't magic. It makes mistakes, sometimes breaks things (one day it wiped two days of my work because it worked without git — since then there's an iron rule: commit before every change). It needs clear instructions, and sometimes you need to fix it 3 times before it works. But bottom line — it does in 10 minutes what takes me two hours.

GitHub | Documentation | Discord Community

AI Agent OpenClaw Automation Telegram Claude Self-Hosted

Car Comparison Tool — Because Nobody Really Knows What a Car Costs

When I started shopping for a new car, I realized nobody shows you the full picture. Sites show the list price, maybe a monthly payment, and that's it. But what about insurance? Registration? Fuel? Depreciation? What about the gap between electric and gas after 5 years?

So I built a tool that does the real math:

  • Compare up to 4 cars side by side — electric, gas, hybrid, whatever you want
  • Full financing calculator — interest, down payment, balloon, term. Not just "monthly payment" but real total cost including interest
  • Balloon risk gauge — color-coded risk indicator: if the car's value at end of term < what you owe, you're in trouble
  • Maintenance escalation — compound 15% after year 5. Because an 8-year-old car doesn't cost the same to maintain as new
  • Cost comparison chart over time — Canvas-drawn, zero external dependencies. See exactly when electric "breaks even" with gas
  • Sell after X years — slider showing how much is left in your pocket after selling, including depreciation

Tech — Zero Dependencies:

car-compare/
├── index.html          # Pure HTML
├── css/style.css       # Black Liquid Glass design
├── js/
│   ├── app.js          # Main: DOM, events, settings
│   ├── calc.js         # Engine: all calculations
│   ├── data.js         # Car database (manual)
│   ├── modals.js       # Modals, tooltips
│   ├── ui-cards.js     # Card rendering
│   ├── ui-compare.js   # Comparison + Canvas chart
│   └── state.js        # URL state management
└── test.sh             # Automated tests (!)

Zero frameworks. Zero npm. Zero build step. Vanilla JS only. The chart is drawn directly on Canvas API — manual, DPI-aware, no Chart.js. All calculations in calc.js — one function calcCar() returning 30+ fields.

Why Vanilla and not React?

Because this is a personal site on a $4 VPS running nginx. I don't need SSR, hydration, and 800MB of node_modules. The entire bundle (JS+CSS+HTML) weighs under 100KB. Load time: zero.

Try it yourself | GitHub Repo

JavaScript Canvas Finance Cars Hebrew Zero Dependencies

MCP — How AI Agents Remember What They Did Yesterday

The biggest problem with AI agents (Cursor, Claude Code, OpenClaw) is that every session starts from zero. You explain the architecture, it does great work, and in the next session — it forgot everything. All we have today are MEMORY.md and CLAUDE.md files that max out at 200 lines and go stale.

What is MCP?

Model Context Protocol is an open standard created by Anthropic. The idea is simple: instead of every AI agent saving memory in its own format, there's one unified protocol they all speak. An MCP server runs in the background and provides tools to any agent that connects — search, save, retrieve.

AgentMemory — The Implementation

AgentMemory is an MCP server that adds persistent memory to any AI agent. It runs locally on your server (self-hosted, zero cloud dependency) and provides:

  • Triple-stream search — BM25 (exact keywords) + Vector (semantic meaning) + Knowledge Graph (relationships)
  • 95.2% retrieval accuracy on ICLR 2025 benchmark
  • ~80% token savings — instead of injecting all context, injects only what's relevant
  • Local embeddingsall-MiniLM-L6-v2, no API key, no cost
  • Auto-forget — automatically cleans irrelevant memories
  • 51 MCP tools — search, save, timeline, profiles, and more

How it works in practice:

# AgentMemory server runs in the background
npx @agentmemory/agentmemory

# AI agent connects via MCP
# Session 1: you set up JWT auth with jose
# Session 2: you ask for rate limiting
# → The agent already knows your auth is in src/middleware/auth.ts
#   and that you chose jose for Edge compatibility
# Zero repeated explanations.

Why does this matter?

The context window problem isn't just size — it's cost. Opus 4 costs $15/M input tokens. If you inject 20K tokens of context every message, that's ~$0.30 per question. AgentMemory injects ~2K relevant tokens — 90% savings.

It also solves "context pollution" — when there's too much info in the window, the model gets confused and starts hallucinating. Less noise = more accurate answers.

Integrations

AgentMemory works with any MCP-compatible agent: Claude Code, Cursor, Gemini CLI, Codex CLI, OpenClaw, OpenCode, Cline, Goose, Windsurf, and more. All agents share the same memory server — what Claude Code learns, Cursor already knows.

Installation pitfalls — what NOT to do

  • openclaw mcp set only! — Manually editing openclaw.json with mcpServers or mcp.servers triggers schema validation failure. OpenClaw wipes the config every restart (saves as .clobbered)
  • No plugins integration — The integrations/openclaw folder in the repo requires plugins.slots and plugins.entries which trigger the same clobber. MCP-only approach works perfectly
  • ClawHub ≠ AgentMemoryclawhub install agentmemory installs a different product (agentmemory.cloud, paid cloud service). The right repo: rohitg00/agentmemory — self-hosted and free
  • iii-engine silent crashes — systemd reports "active" but the health endpoint is dead. Fix: KillMode=mixed in the service to prevent orphan processes

Full installation prompt here — 5 steps, ready to copy. Original project: rohitg00/agentmemory.

Bottom line: MCP is the most important thing to happen to AI agents since the context window. Instead of throwing away knowledge at the end of every session, your agent actually remembers. And that changes everything. Just read the README first 😉

MCP AI Agents Memory AgentMemory OpenClaw Claude Code

SSH2ESXi Manager — GUI for SSH Management on ESXi at Scale

In large VMware environments with dozens of ESXi hosts across multiple clusters, running SSH commands manually on each host doesn't scale.

SSH2ESXi Manager is a single GUI tool (WPF + PowerShell) that connects to vCenter, auto-discovers clusters, and runs SSH commands in parallel across all hosts.

What it does:

  • Connects to any vCenter and auto-discovers clusters
  • Runs SSH commands in parallel across all hosts in a cluster
  • Manages dynamic command sets — list (diagnostics) and fix (remediations)
  • Stores credentials encrypted with AES-256 (per-user isolation)
  • Automatically skips hosts where SSH is disabled

Simple architecture:

ssh2esxi-manager/
├── Invoke-SSH-GUI.ps1       # Main GUI (WPF)
├── Configs/
│   ├── Commands.json        # SSH command sets
│   └── Settings.json        # vCenters + encrypted creds
└── README.md

Everything is dynamic — add vCenters, credentials, and command sets through the GUI itself. fix commands require confirmation before execution (since they modify host settings).

Built-in command examples:

  • Check CRC Errors on vmnic
  • Check SATP rules and IOPS (NetApp)
  • Fix HW Acceleration, iSCSI, MTU
  • Set NTP per site (IL/CYP/BR)
  • Enable VAAI — lets the storage handle clone/zero at the hardware level

Prerequisites: PowerShell 7+, VMware PowerCLI, and Posh-SSH.
The repo is open on GitHub — fork, use, contribute.

PowerShell VMware ESXi SSH WPF Infrastructure