What is CrewAI?

CrewAI models agent collaboration the way human teams work. You define agents with roles ('Financial Analyst,' 'Trader,' 'Risk Manager'), assign them tools and goals, and let them collaborate on tasks through a structured process.

The framework supports sequential (one agent after another), hierarchical (a manager delegates to workers), and consensual (agents discuss and agree) process types. This makes it natural to model real-world workflows like investment research → analysis → execution.

For financial applications, CrewAI's role-based structure maps well to organizational hierarchies. A research agent identifies opportunities, an analyst evaluates risk, and a trader executes — each with appropriate tool access and authority levels.

CrewAI teams handling financial tasks can use PolicyLayer to enforce per-agent spending limits. The analyst agent might have read-only market access, while the trader agent has controlled execution authority — matching organizational roles to financial permissions.