Sanjay Arora
Exec Director, Rashtriya Chemicals & Fertilizers (PSU GOI) (Retd)
Well presented by Shubham.
All the best
Financial AI Agent Certification Workshop - Build Autonomous Advisors
Step into the future of tech with SunitechAI’s Financial AI Agent Workshop in collaboration with MfAPIs. Designed for ambitious professionals, this empowering two-day intensive transforms your understanding of Artificial Intelligence and Data Science. You will move beyond basic chatbots to architecting a production-grade, autonomous SIP advisory agent using Model Context Protocol (MCP). Master building AI agents by integrating seven live servers, implementing robust human-in-the-loop write gates, and deploying real-world financial architectures. Ignite your career, harness forward-thinking AI workflows, and become a pioneering force in the Indian Fintech space..
₹ 1,499.00
Limited Seats
Try Before You Buy: Claim Your Day 1 Guest Pass
View Offers
EARLY BIRD Offer
INR 500 instant discount for first 10 registrations.
EARLY500
INR 500 instant discount for first 10 registrations.
EARLY500
TEAM UP Offer
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Offers
EARLY BIRD Offer
INR 500 instant discount for first 10 registrations.
EARLY500
INR 500 instant discount for first 10 registrations.
EARLY500
TEAM UP Offer
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Limited Seats
Enrollment closes on 19 Sept, 11:59 PM IST
00
Days
00
Hours
00
Minutes
00
Seconds
Level: Beginner
Mode: Online
Certification Available
Duration: 2 DaysFinancial AI Agent Certification Workshop - Build Autonomous Advisors
Financial AI Agent Certification Workshop - Build Autonomous Advisors
Step into the future of tech with SunitechAI’s Financial AI Agent Workshop in collaboration with MfAPIs. Designed for ambitious professionals, this empowering two-day intensive transforms your understanding of Artificial Intelligence and Data Science. You will move beyond basic chatbots to architecting a production-grade, autonomous SIP advisory agent using Model Context Protocol (MCP). Master building AI agents by integrating seven live servers, implementing robust human-in-the-loop write gates, and deploying real-world financial architectures. Ignite your career, harness forward-thinking AI workflows, and become a pioneering force in the Indian Fintech space..
₹ 1,499.00
Limited Seats
Try Before You Buy: Claim Your Day 1 Guest Pass
View Offers
EARLY BIRD Offer
INR 500 instant discount for first 10 registrations.
EARLY500
INR 500 instant discount for first 10 registrations.
EARLY500
TEAM UP Offer
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Offers
EARLY BIRD Offer
INR 500 instant discount for first 10 registrations.
EARLY500
INR 500 instant discount for first 10 registrations.
EARLY500
TEAM UP Offer
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Register with two or more colleagues from your organization and receive a 40% discount on all seats.
COLABAI40
Limited Seats
Enrollment closes on 19 Sept, 11:59 PM IST
00
Days
00
Hours
00
Minutes
00
Seconds
Level: Beginner
Mode: Online
Certification Available
Duration: 2 DaysWhat You'll Leave With
Everything you need to immediately deploy, test, and scale your AI agent ecosystem without starting from scratch.
Advisory Agent Repo
A fully working, seven-server advisory agent repository ready for exploration and modification.
Live MCP Server
A public market-live MCP server equipped with ~22 distinct tools, configured with no auth.
Advanced Tooling
Complete access to the fixture prompt suite alongside comprehensive tool-trace tooling.
Simplified Deployment
Streamlined single-port deployment configuration to spin up all servers simultaneously.
Security Guardrails
A robust read/write guardrail checklist to ensure your AI systems operate safely and predictably.
Clone & Run
Production-grade clone-and-run code so you can skip the boilerplate and start building immediately.
Extended Access
Full recording of the cohort plus 30 days of direct Q&A access to ensure you're never stuck.
Two-Day Workshop Agenda
Workshop Note: The entire stack built in this workshop uses 100% Free tools. For our local and desktop agent environments, we will be implementing Antigravity as our core intelligence engine and will be connecting to the MfAPI MCP servers.
Day 1
From Single Tool to AI System
Identify the limits of standard AI and map out the architecture needed to build a comprehensive, multi-tool research desk.
Protocol Architecture: Connecting AI to Reality
Learn the core mechanics of securely connecting your AI agent to external data sources and sharing context seamlessly across systems.
Live Data Integration: Reading the Market
Transform standard data feeds into AI-accessible free tools in minutes, allowing your agent to independently interpret live environments.
Building the Logic Engine: Teaching AI to Classify
Chain multiple data points together to create a reasoning engine that helps the AI classify trends and cross-check facts before making a recommendation.
Deep Dive Analysis & Portfolio X-Ray
Expand agent capabilities to pull historical data and instantly generate health scores, stress tests, and future projections using solely free analytical tools.
Connecting the Dots: The Read-Only Copilot
Wire up the first four servers to a central agent, test it against standard prompts, and log the reasoning process for our day-two review.
Day 2
Agent Evaluation: Catching Tool Hallucinations & Over-calling
Analyze agent logs to pinpoint where it guessed wrong or over-relied on tools, and learn to tighten system instructions to fix these exact production bottlenecks.
Contextual Troubleshooting: "Why Can't I Proceed?"
Build a secure triage workflow that checks user readiness and error states to provide instant, actionable support resolutions without human intervention.
Unstructured Data to Action: The First Write Boundary
Teach the agent to extract data from complex PDFs, formulate a strategy, and prepare the exact commands needed to execute a recommendation safely.
Secure Execution & Full Autonomous Workflow
Safely scope permissions to preview actions, then watch the agent autonomously navigate the entire multi-server chain and pause exactly at the human approval gate.
Production Deployment: Guardrails & Docker Hosting
Lock down read/write permissions, defend against prompt injections, and deploy your multi-server agent environment locally or via Docker Hub using Antigravity Desktop.
Productizing Your Agent
Participate in a final engineering teardown on scaling your infrastructure, pricing AI outputs, and planning your next production build.
Prerequisites
- Laptop with Node 20+ or Python 3.11+, and Git Required for setting up the local environment and repositories.
- Antigravity IDE Installed Preferred for optimal workflow, though you may use your IDE of choice.
- Comfort with REST, JSON, and async code You should be familiar with making API calls and handling asynchronous responses.
- No prior MCP experience required We will teach you the Model Context Protocol from the ground up.
- Credentials & Access provided Day 1 requires no login. Sandbox MfAPIs credentials for Day 2 will be provided to all attendees.
Who It Is For
Software Developers & Engineers
Building scalable agent backends and intelligent copilots.
Product Managers
Scoping agentic features, API integrations, and defining automated workflows.
CXOs & Founders
Evaluating the technical feasibility and build-vs-buy decisions for AI advisory systems.
Core Technologies
Node 20+
Python 3.11+
Git
Antigravity IDE
REST APIs
JSON
Async Code
Model Context Protocol (MCP)
About Faculty
Shubham has 9+ years of experience in Data Science & AI and is currently building SunitechAI, which is an AI-powered upskilling platform. He offers consulting to companies on a variety of Data Science problems and has developed internal tools for Anomaly Detection & Classification in AWS for Quickbase, Boston, USA. He mentors and advises working professionals on the latest data science tools and technologies, moderates live sessions from MIT Professors (Cambridge, MA, USA) and provides advice on business problems as a Guest Mentor.
He has done Masters in Data Science from SUNY Buffalo, New York, holds a B.Tech in Petroleum Engineering from IIT(ISM) Dhanbad and has worked in the Data Science team at Baker Hughes and at the University of Pennsylvania.
Girish is a Founder, technology leader and engineer with 16+ years of experience building technology across global enterprises, financial institutions, fintech and high-scale consumer platforms.
His journey has taken him through Sony, Samsung, PIMCO, Bank of America, OakNorth Bank, Hotstar and Great Learning, giving him exposure to technology and engineering across asset management, banking, fintech, consumer technology and education.
Today, he is bringing that experience together to build MFAPIs.in — a B2B financial technology platform focused on building the intelligence and infrastructure layer for India’s financial ecosystem.
Our Past Workshops
Workshop Resources Provided
01
Live Sandbox: No complex local setup required. We provide the environment.
02
Source Code & Data: Full access to the GitHub repo, MfAPI MCP servers, and LangGraph blueprints.
03
Curated Learning Path for Advanced AI Agent Development
04
Official Certification: Earn your “Financial AI Agent – Build Autonomous Advisors” certificate upon completion.
05
Lifetime Replays: Access all session recordings and materials indefinitely.
06
Exclusive Access to the SunitechAI Developers Community
Workshop Resources Provided
01
Live Sandbox: No complex local setup required. We provide the environment.
02
Source Code & Data: Full access to the GitHub repo, MfAPI MCP servers, and LangGraph blueprints.
03
Curated Learning Path for Advanced AI Agent Development
04
Official Certification: Earn your “Financial AI Agent – Build Autonomous Advisors” certificate upon completion.
05
Lifetime Replays: Access all session recordings and materials indefinitely.
06
Exclusive Access to the SunitechAI Developers Community
New to AI Agents?
Add-on Benefits
- Exclusive invite to Sagemind, the AI-Powered LMS from SunitechAI
- Flat 10% off coupon code applicable on all SunitechAI's courses
- Early access to SunitechAI's upcoming workshops & events
- Accelerate your company's projects with a discounted, private one-on-one consulting session with our Data Science & Generative AI experts
Exclusive invite to Sagemind, the AI-Powered LMS from SunitechAI
Flat 10% off coupon code applicable on all SunitechAI’s courses
Early access to SunitechAI’s upcoming workshops & events
Accelerate your company’s projects with a discounted, private one-on-one consulting session with our Data Science & Generative AI experts
Testimonials
Avi Aggarwal
Co-Founder, LangSignal
I have attended a couple of workshops and I am amazed how fast I was able to build real world AI applications. Thanks to Shubham and team for making the convoluted AI concepts seem so simple. I highly recommend this for everyone working in the Tech industry.
Karandeep Gujral
Director of Product Management, VerSe Innovation
Very informative session, recommended for the product & tech people.
Chaitali Matkar
Program/Product Lead - GenAI initiatives, IDFC FIRST Bank
Aarati
Great session delivered by Shubham Sharma on Ai Agents
Rohit Singh
Ashish Goel
Shanthan Kompally
Operation Associate, Uber
raptorbrain
Was a detailed, thorough and technical workshop. Could have been slower slower.
FAQs
What are the prerequisites for optimal course comprehension?
Learners should have basic proficiency in a programming language (e.g. Python) and basic understanding of LLMs and GenAI concepts is recommended for optimal learning. If you are new to Large Language Models, our LLMs: Applications in Enterprises course is ideal. It focuses on the core understanding of the Transformer architecture and foundational models.
What is Model Context Protocol (MCP) ?
Imagine a team of human experts: a researcher, an analyst, and a writer, working on a critical report. If they all work in separate rooms with no way to communicate or share documents, the project will fail. They need a shared workspace: a central table for their documents, a whiteboard for status updates, and a common language to understand each other.
The Model Context Protocol (MCP) is the practical name for this digital “shared workspace” for AI agents. It’s a central server that acts as a single source of truth, allowing our agents to:
- Share State: Post status updates so other agents know what they’re doing.
- Access Tools & Data: Use shared resources like files, databases, and APIs.
- Coordinate Actions: Work together in a structured way to solve complex problems.
By implementing an MCP, we transform a group of individual AI workers into a cohesive, intelligent, and autonomous team.
What are the learning outcomes from this workshop?
- Build Intelligent AI Agents using modern frameworks.
- Architect Multi-Agent Systems for seamless communication.
- Integrate Tools like APIs, databases, and file systems.
- Develop a Portfolio-Ready MVP for business automation.
- Strategize and Deploy intelligent automation solutions.
Organizers
SunitechAI
SunitechAI aims to provide professional training and educational courses in Data Science and Artificial Intelligence (AI) technologies, equipping individuals and organizations with advanced skills in these high-demand fields. Additionally, it offers corporate consulting services to help businesses leverage Data Science and AI for enhanced decision-making.
MfAPIs
MFAPIs is an embedded investment infrastructure platform powering fintechs, MFDs, RIAs, and wealth-tech startups across India. They enable partners to launch and scale investment products seamlessly by providing a complete, plug-and-play stack covering onboarding, transactions, portfolio analytics, and investor engagement.