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get_timeseries

Read-onlyIdempotent

Bounded timeseries for an entity: price, macro_series, etf_flows or etf_monthly_flows.

Returns points oldest-first with an explicit downsampling flag when the raw series exceeded max_points. Times are UTC. Costs 1 unit per call.

The two ETF flow metrics answer different questions and are not interchangeable. etf_flows is an ESTIMATE at filing cadence: one point per SEC filing refresh, so t is a filing date and even a wide window yields a handful of points. etf_monthly_flows is the fund's own creations and redemptions from its NPORT-P filing, so t is a calendar month (YYYY-MM) and each point carries the three filed components - sales, reinvestment, redemption - beside the net.

Two things to read before quoting etf_monthly_flows. NPORT-P is filed per SERIES, so for a fund with more than one share class the figures cover every class and the payload says so in multi_class_series; where the class count is unknown it says class_scope instead of staying silent. And a fund that files no NPORT-P at all, such as a commodity trust, is not an error: the call returns status partial with an empty point list and a reason.

Args: metric: One of price / macro_series / etf_flows / etf_monthly_flows. entity: Entity dict from resolve_entity ({"namespace": ..., "ids": ...}). granularity: Requested point granularity (default "1d"). max_points: Hard cap on returned points (default 500).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
entityYesEntity dict from resolve_entity ({namespace, ids}). Extra keys are ignored.
metricYes
max_pointsNo
granularityNo1d

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed7 schema fields changed
    • removedInput schema / $defs
      Removed value: -{
      -  "AgentEntity": {
      -    "description": "The agent-plane entity shape returned by resolve_entity and consumed by\nget_snapshot / get_timeseries. Extra keys from a resolve result (label,\nconfidence) are accepted and ignored - only namespace + ids are sent on.",
      -    "properties": {
      -      "ids": {
      -        "additionalProperties": true,
      -        "title": "Ids",
      -        "type": "object"
      -      },
      -      "namespace": {
      -        "title": "Namespace",
      -        "type": "string"
      -      }
      -    },
      -    "required": [
      -      "namespace",
      -      "ids"
      -    ],
      -    "title": "AgentEntity",
      -    "type": "object"
      -  }
      -}
    • removedInput schema / properties / entity / $ref
      Removed value: -"#/$defs/AgentEntity"
    • addedInput schema / properties / entity / additionalProperties
      Added value: +true
    • addedInput schema / properties / entity / description
      Added value: +"Entity dict from resolve_entity ({namespace, ids}). Extra keys are ignored."
    • addedInput schema / properties / entity / properties
      Added value: +{
      +  "ids": {
      +    "additionalProperties": true,
      +    "description": "Identifier map from resolve_entity.",
      +    "type": "object"
      +  },
      +  "namespace": {
      +    "description": "Entity namespace from resolve_entity.",
      +    "type": "string"
      +  }
      +}
    • addedInput schema / properties / entity / required
      Added value: +[
      +  "namespace",
      +  "ids"
      +]
    • addedInput schema / properties / entity / type
      Added value: +"object"
  2. Changed1 schema field changed
    • changedInput schema / properties / metric / enum
      Previous value: -[
      -  "price",
      -  "macro_series",
      -  "etf_flows"
      -]New value: +[
      +  "price",
      +  "macro_series",
      +  "etf_flows",
      +  "etf_monthly_flows"
      +]
  3. Changed6 schema fields changed
    • addedInput schema / $defs
      Added value: +{
      +  "AgentEntity": {
      +    "description": "The agent-plane entity shape returned by resolve_entity and consumed by\nget_snapshot / get_timeseries. Extra keys from a resolve result (label,\nconfidence) are accepted and ignored - only namespace + ids are sent on.",
      +    "properties": {
      +      "ids": {
      +        "additionalProperties": true,
      +        "title": "Ids",
      +        "type": "object"
      +      },
      +      "namespace": {
      +        "title": "Namespace",
      +        "type": "string"
      +      }
      +    },
      +    "required": [
      +      "namespace",
      +      "ids"
      +    ],
      +    "title": "AgentEntity",
      +    "type": "object"
      +  }
      +}
    • addedInput schema / properties / entity / $ref
      Added value: +"#/$defs/AgentEntity"
    • removedInput schema / properties / entity / additionalProperties
      Removed value: -true
    • removedInput schema / properties / entity / title
      Removed value: -"Entity"
    • removedInput schema / properties / entity / type
      Removed value: -"object"
    • addedInput schema / properties / metric / enum
      Added value: +[
      +  "price",
      +  "macro_series",
      +  "etf_flows"
      +]
  4. First observed

TDQS

A4.6/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already cover read-only, idempotent, and non-destructive. The description adds substantial behavioral details: cost (1 unit per call), UTC times, oldest-first ordering, downsampling flag, partial status with reason, multi_class_series/class_scope nuances, and the not-an-error case for missing NPORT-P. No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is verbose but every paragraph adds necessary nuance. It front-loads the core functionality and then details edge cases and parameter meanings. It avoids fluff and is organized with an Args section, making it scannable despite its length.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With a rich output schema, the description explains the non-obvious return conditions (partial status, downsampling, cost, timezone) that are not self-evident from schema. It covers both happy and edge cases, making the tool complete for correct invocation and interpretation.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is low (25%), and the description compensates by explaining metric semantics in depth, including the filing cadence difference, the meaning of t for each metric, and the components in etf_monthly_flows. It also clarifies entity comes from resolve_entity and notes defaults for granularity and max_points.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a specific verb ('Bounded timeseries for an entity') with explicit metric types (price, macro_series, etf_flows, etf_monthly_flows). It clearly distinguishes from siblings by enumerating what it returns and the downsampling behavior, leaving no ambiguity about scope.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly differentiates between etf_flows and etf_monthly_flows, explaining when each answers a different question and when to expect partial results. It does not contrast with sibling tools like get_snapshot, but within its domain it gives clear context on metric selection and edge cases.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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