# Multi-Source Financial Agentic Data Reconciliation: n8n workflow

> Started by a clock. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude.

Source: https://millionrounds.com/workflow/multi-source-financial-agentic-data-reconciliation (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [AI assistants](https://millionrounds.com/workflows?category=AI+assistants#library)

# Multi-Source Financial Agentic Data Reconciliation

Started by a clock. It calls services over plain HTTP rather than through connectors. It hands the judgement calls to Claude. 9 steps: a working afternoon to understand properly.

Medium Calls a model: Claude

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmulti-source-financial-agentic-data-reconciliation)

**9 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 1 Model 4 Logic 2 Service 2

The steps in the order they run, from what starts it.

- 1 **Anthropic Chat Model** Lm Chat Anthropic *Model*
- 2 **ArcticDB MCP** Mcp Client Tool *Model*
- 3 **Schedule Trigger** Schedule trigger *Starts it*
- 4 **Reconciler** Agent *Model*
- 5 **Yahoo Finance** Http Request *Service*
- 6 **Alpha Vantage** Http Request *Service*
- 7 **Read metadata** Mcp Client *Model*
- 8 **Merge** Merge *Logic*
- 9 **Clean Json** Code *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 9
- **Size:** Medium: a working afternoon
- **Connects to:** Nothing by connector; it calls services over plain HTTP
- **Model:** Claude

## Questions

What does it need to run?

An n8n account, and a key for Claude. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls Claude. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 9 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 9 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmulti-source-financial-agentic-data-reconciliation)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

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Also ai assistants, with the same services where possible, closest in size first.

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- [**AI-powered Gmail assistant: send replies by analyzing thread ID** 9 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-powered-gmail-assistant-send-replies-by-analyzing-thread-)
