dd-agents
About
M&A due diligence with 14 MCP tools for interactive chat — citation verification, cross-contract search, entity resolution, and sandboxed Excel/Word document generation across 9 specialist agent domains.
Details
- Author
- zoharbabin
- Categories
- Other, Automation, AI
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Setup
Install dd-agents in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/zoharbabin/due-diligence-agents
Follow the installation instructions in the repository README, then restart your MCP client.
Legal flags a risk. Finance flags another.We connect and cite.Open-source forensic M&A due diligence — 13 AI agents read your entire data room across 9 domains, cross-reference findings no single reviewer connects, and trace every one to an exact page and quote.
See a sample report— interactive HTML output from a synthetic deal, no install required.
https://github.com/user-attachments/assets/03ae7e38-8280-488c-898a-61c1a361bb7d
Finds what gets buried across hundreds of contracts — cross-references it across 9 specialist domains (Legal, Finance, Commercial, ProductTech, Cybersecurity, HR, Tax, Regulatory, ESG) — and traces every finding to an exact page, section, and quote. Use the structured output alongside your advisors to build IC memos, advisor reports, negotiation checklists, or integration plans.
Battle-tested across multiple completed acquisitions, not just synthetic benchmarks — every quality gate and verification layer below was shaped by what actually broke on real deals.
This tool does not replace professional advisors.Legal, financial, and regulatory conclusions should always be made by qualified professionals. This tool helps your team and advisors work faster.
I built this to solve my own problem. As a corp dev lead, I'd spend weeks assembling the cross-domain picture from siloed advisor reports — legal, financial, and commercial teams all flagging the same subject independently, with nobody connecting the dots. A termination clause in one contract and a revenue concentration risk in the same subject would be flagged in separate workstreams, if at all.
- 31% of M&A failures trace back to due diligence shortcomings—Acquisition Stars, citing HBR, McKinsey, and KPMG research
- DD timelines keep compressing— what used to be a six-week process becomes three weeks, with no reduction in scope —Spellbook
- Corp dev teams screen 200-1,000+ companies/yearbut close only 1-10 — a 1-3% conversion rate, with DD costs sunk on every deal that doesn't close —CorpDev.AI
- AI contract analysis reaches 95% accuracywith clause-aware prompting (up from 74% baseline) —Addleshaw Goddard RAG Report, 510 contracts tested
- 86% of M&A organizations have integrated GenAIinto deal workflows —Deloitte 2025 M&A Trends
This tool runs all nine workstreams in parallel across every document, cross-references findings automatically, and produces structured analysis your team can search, filter, and drill into — the kind of cross-domain picture that used to take weeks to assemble manually.
Who uses this:Corp dev teams screening targets, PE firms running portfolio DD, legal teams doing contract review, advisors accelerating workstreams. Anyone who needs to search hundreds of contracts and connect findings across domains — it's already run on real acquisitions, not just demo data rooms.
Full Pipeline — Integrated Due Diligence
Analyzes every document through 9 domain lenses, cross-references findings, and validates quality through 5 blocking gates. Produces:
- Interactive HTML report— Go/No-Go verdict with executive narrative, progressive disclosure (decision → actions → domain details → full evidence), severity filtering, and a clause library section that groups findings by canonical clause type (change of control, termination, indemnification, and more) against market-norm comparisons
- 16-sheet Excel report— structured findings, cross-references, audit trail for downstream modeling
- Per-subject JSON findings— every finding with severity, citations, cross-references, and governance graph edges
dd-agents run deal-config.json --quick-scan --model-profile economy
GREEN / YELLOW / RED signal across 8 deal-killer categories. Get a first read before committing to full analysis.
Contract Search — Targeted Questions, No Full Pipeline
dd-agents search prompts.json --data-room ./data_room
Ask specific questions across every contract and get an Excel report with answers, citations, and verification scores. The prompts file is plain JSON any legal professional can write:
{ "name": "Change of Control Analysis", "columns": [ { "name": "Consent Required", "prompt": "Does this agreement require consent upon a change of control? Answer YES, NO, or NOT_ADDRESSED." } ] }
Seeexamples/search/for ready-to-use templates.
dd-agents chat --report _dd/forensic-dd/runs/latest # Interactive multi-turn chat with memory dd-agents query --report _dd/forensic-dd/runs/latest # Ask questions about findings dd-agents cost _dd/forensic-dd/runs/latest # Per-provider / per-model cost rollup dd-agents assess ./data_room # Check data room quality dd-agents portfolio add "Deal A" --data-room ./data_room_a # Track multiple deals dd-agents portfolio compare # Compare risk across deals dd-agents export-pdf report.html # Export to PDF dd-agents log --data-room ./data_room # Browse the deal knowledge timeline dd-agents lineage --data-room ./data_room # Trace finding evolution across runs dd-agents diff run_a/ run_b/ # Compare findings between two run directories dd-agents health --data-room ./data_room # Check knowledge base integrity dd-agents annotate --data-room ./data_room "Confirmed with counsel" # Add analyst notes
Serve a finished report over the network.examples/agno-bindu/exposes a completed report as a conversationalBinduA2A agent — ask it for P0 counts, domain risks, or the exact cited clause. Community-contributed example; not affiliated with or endorsed by the maintainers.
Inspect, audit, and tailor each specialist's persona, focus areas, and severity calibration — by editing markdown, not Python. Safety rules can never be removed.
dd-agents agents list # See every specialist and its status dd-agents agents describe --agent legal # Read an agent's persona + safety floor dd-agents agents validate ./my-project # Lint your dd-config/ customizations dd-agents agents preview --agent legal --project-dir ./my-project # Exact assembled prompt
Drop add-config/agents/legal.mdnext to your deal config to override personas, add focus areas, or adjust severity — optionally inheriting a bundled deal-type profile (saas,regulated-fintech, …). SeeAgent Customization.
Prerequisites:Python 3.12+ and anAnthropic API key.
# 1. Install pip install 'dd-agents[pdf]' # 2. Set your API key export ANTHROPIC_API_KEY="sk-ant-..." # 3. Generate a deal config (AI scans the data room and infers entity aliases, focus areas) dd-agents auto-config "Buyer Corp" "Target Inc" --data-room ./data_room # 4. (Optional) Pre-flight: verify provider/model routing + validate the config dd-agents doctor --config deal-config.json # 5. Run the analysis dd-agents run deal-config.json
git clone https://github.com/zoharbabin/due-diligence-agents.git cd due-diligence-agents pip install -e ".[dev,pdf]"
Output appears at{data_room_path}/_dd/forensic-dd/runs/latest/report/dd_report.html— open it in your browser.
No API key yet?Generate a config without any API calls:dd-agents init --data-room ./data_room
{ "config_version": "1.0.0", "buyer": { "name": "Acme Corp" }, "target": { "name": "Target Inc" }, "deal": { "type": "acquisition", "focus_areas": ["change_of_control", "ip_ownership"] }, "data_room": { "path": "./data_room" } }
deal.focus_areasmust list at least one area. Everything else (entity_aliases,judge,execution,buyer_strategy, etc.) is optional and enhances analysis when provided. SeeDeal Configurationfor the full schema.
See theGetting Started guidefor a complete walkthrough with the included sample data room.
export ANTHROPIC_API_KEY="sk-ant-..."
cp .env.example .env # Edit .env and add your key
export CLAUDE_CODE_USE_BEDROCK=1 export AWS_PROFILE=default export AWS_REGION=us-east-1
Any model — no vendor lock-in.dd-agents is provider-andmodel-agnostic by env config (no code change): Anthropic API, your ownAWS BedrockorGoogle Vertex AIaccount, orany model(GPT, Gemini, DeepSeek, local) behind an Anthropic-compatible gateway. Verify your setup withdd-agents doctor. SeeModel Providers.
Organize contracts into folders by subject or counterparty:
data_room/ SubjectGroup_A/ Acme_Corp/ master_agreement.pdf amendment_2024.pdf Beta_Inc/ license_agreement.pdf SubjectGroup_B/ Gamma_LLC/ services_contract.docx _reference/ # Optional: buyer overview, customer database, etc. buyer_overview.pdf
Supports PDFs, Word, Excel, PowerPoint, and images. Scanned PDFs are handled via OCR.
Data Room (PDFs, Word, Excel, Images) │ ▼ ┌─────────────────────────────────────┐ │ Python Orchestrator │ │ 38-step pipeline │ │ 5 blocking quality gates │ └──────────────┬──────────────────────┘ │ ┌────────────┼────────────┐ │ │ │ ▼ ▼ ▼ ┌──────┐ ┌────────┐ ┌──────────┐ ┌──────────┐ ┌─────────────┐ │Legal │ │Finance │ │Commercial│ │ProductTech│ │Cybersecurity│ │Agent │ │ Agent │ │ Agent │ │ Agent │ │ Agent │ └──┬───┘ └───┬────┘ └────┬─────┘ └────┬─────┘ └──────┬──────┘ │ │ │ │ │ ┌──┴──┐ ┌────────┐ ┌─────┴──────┐ ┌───┴──┐ ┌───────┴─────┐ │ HR │ │ Tax │ │ Regulatory │ │ ESG │ │ + External │ │Agent│ │ Agent │ │ Agent │ │Agent │ │ Agents │ └──┬──┘ └───┬────┘ └──────┬─────┘ └───┬──┘ └───────┬─────┘ │ │ │ │ │ └─────────┴───────┬──────┴────────────┴───────────────┘ │ ┌───────▼────────┐ │ Cross-Domain │ ← Symbolic trigger rules detect │ Analysis │ inter-domain dependencies └───────┬────────┘ │ ┌───────▼────────┐ │ Judge Agent │ ← Validates findings │ (optional) │ └───────┬────────┘ │ ┌───────▼────────┐ │ Merge & Audit │ ← Dedup, numerical checks, │ 31 QA checks │ citation verification └───────┬────────┘ │ ┌───────▼────────┐ │ Executive │ ← Severity calibration, │ Synthesis │ Go/No-Go signal └───────┬────────┘ │ ▼ HTML + Excel + JSON
9 domain specialistsanalyze every document in parallel — each owns a domain and traces findings to exact citations (seeWhat Gets Analyzedfor per-domain focus areas):
4 orchestration & synthesis agentsturn raw findings into a decision:
That's13 AI agentsin total. Specialists are config-driven — enable/disable per deal viadeal-config.json— and external specialists can be added via pip entry-points without modifying core code.
Built-in deep-dive lenses (not separate agents):three specialists carry extra focus areas that act as deeper passes within their domain —Insurance(within Finance),Operations(within Commercial), andIP Deep/ freedom-to-operate (within Legal). They surface as their own categories in the report but run inside the parent specialist, so they don't add to the agent count.
The pipelinehalts on quality failuresrather than producing unreliable output. Runs can be resumed from any step.
- Local execution— all analysis runs on your machine. Documents only leave your machine as API calls to your configured LLM endpoint — Anthropic API, AWS Bedrock, Google Vertex AI, or an Anthropic-compatible gateway you point it at. SeeModel Providers.
- No telemetry— the tool does not phone home, collect usage data, or send analytics anywhere.
- Read-only— the tool never modifies files in your data room. Output is written to a separate_dd/directory.
- No persistent credentials— API keys are read from environment variables or.envfiles, never stored in output artifacts.
SeeSECURITY.mdfor the full security policy, vulnerability reporting, and data handling details.
_dd/forensic-dd/ index/text/ # Extracted document text (cached across runs) inventory/ # File discovery and company registry runs/ latest/ # Always points to the most recent run findings/ legal/ # Per-subject findings from each agent finance/ commercial/ producttech/ merged/ # Deduplicated cross-domain findings report/ dd_report.html # Interactive HTML report dd_report.xlsx # 16-sheet Excel report audit.json # 31 quality validation checks numerical_manifest.json # Every financial figure traced to source metadata.json # Run metadata and API costs knowledge/ # Deal Knowledge Base (compounds across runs) articles/ # Structured knowledge articles chronicle.jsonl # Append-only timeline of all events graph.json # Cross-reference knowledge graph entity_resolution_cache.json # Company name matching (reused across runs)
pip install 'dd-agents[pdf]' # Recommended (includes PDF extraction via pymupdf)
# macOS (Homebrew) brew install zoharbabin/due-diligence-agents/dd-agents # Docker docker pull zoharbabin/due-diligence-agents:latest # Extras pip install dd-agents # Core only (no PDF extraction) pip install 'dd-agents[vector]' # + semantic search via ChromaDB pip install 'dd-agents[ocr]' # + OCR for scanned documents (English) pip install 'dd-agents[glm-ocr]' # + multilingual OCR (100+ languages, Apple Silicon)
These are optional — the tool works without them but may produce lower-quality text from some scanned documents.
# Pre-built image (recommended) docker pull zoharbabin/due-diligence-agents:latest docker run -e ANTHROPIC_API_KEY="sk-ant-..." \ -v ./data_room:/workspace/data_room \ -v ./deal-config.json:/workspace/deal-config.json \ zoharbabin/due-diligence-agents run deal-config.json # Or build from source docker build -t dd-agents . docker run -e ANTHROPIC_API_KEY="sk-ant-..." \ -v ./data_room:/workspace/data_room \ -v ./deal-config.json:/workspace/deal-config.json \ dd-agents run deal-config.json
All core dependencies use permissive open-source licenses (Apache 2.0, MIT, BSD). The optional[pdf]extra installs pymupdf, which is AGPL-3.0 licensed — if you redistribute software that bundles pymupdf, AGPL copyleft terms apply to your distribution. Using it internally or as a tool does not trigger copyleft.
SeeCONTRIBUTING.mdfor development setup, code style, and PR process.
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