Stocklake — AI Stock Intelligence
Server Details
AI stock intelligence: prices, fundamentals, technicals, news, macro regime, and sector signals.
- Status
- Healthy
- Uptime
- 99.9% over 73 days
- Last Tested
- Transport
- Streamable HTTP · MCP 2025-11-25
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TDQS
Scored across 20 tools
Most tools target clearly distinct resources and the descriptions proactively cross-reference alternatives. However, there is meaningful intentional overlap between component and wrapper tools such as get_stock, get_stocks, and get_stock_research, and between get_stock_news, get_news_feed, and get_signals, which could still cause misselection without careful reading.
All tool names use a consistent snake_case get_ prefix and a noun-oriented resource pattern, e.g. get_stock, get_market_pulse, get_sector_intelligence. There is no mixing of camelCase or inconsistent verb styles.
Twenty tools is substantial but reasonable for a broad stock-intelligence surface covering quotes, research, screeners, calendars, news, signals, sectors, and market context. A few tools are convenience wrappers over subsets of others, but most earn their place.
The surface covers the core research lifecycle well: single/batch quotes, history, financials, indicators, analyst trends, earnings, economic events, insider activity, news, signals, screeners, sectors, market assessment, movers, and watchlists. Minor gaps remain, such as read-only watchlists without add/remove operations and no explicit ticker/name search tool.
Available Tools
20 toolsget_analyst_trendGet Analyst TrendARead-onlyIdempotentInspect
How analyst consensus on a stock has moved over time - the trajectory of the rating and price targets, not just today's value. Answers "are analysts getting more or less positive on this name?", which get_stock's single current analyst_rating / analyst_target cannot.
Returns one row per day, oldest to newest, up to days (max 365, default 90):
date: YYYY-MM-DD
analyst_rating: consensus label (strong_buy/buy/hold/underperform/sell/strong_sell) or null
analyst_rating_score: numeric consensus, 1.0 (strong buy) to 5.0 (sell)
LOWER is more positive. The same scale as get_stock's analyst_rating_score.
analyst_count: number of analysts contributing
analyst_target: mean price target
analyst_target_high / analyst_target_low / analyst_target_median: target spread
price: the stock's price on the snapshot date, so the target can be read against where the stock actually traded
Snapshots are taken once per weekday, so a 90-day window is roughly 60 rows.
A field is null on a day where the source reported none - analyst_rating in
particular can be null on a day when the price targets are present. A weekday
can be missing entirely if the daily snapshot did not run; such days are not
reconstructed, the date is simply absent. Coverage: most of the
tracked universe has a usable history; a symbol with fewer than 2 snapshots
returns an empty snapshots list with a note rather than a single stranded point.
History begins July 2026 and grows daily.
For the current analyst view alone, get_stock is enough. For price/indicator history, see get_indicator_history - this tool is analyst consensus only.
Pro tier only. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Number of days of daily analyst snapshots to return (max 365, default 90). Returns an empty list with a note if fewer than 2 snapshots exist in the window. | |
| symbol | Yes | Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already cover the safety profile (readOnly, idempotent, non-destructive), and the description adds genuinely new behavioral facts: weekday-only snapshots (~60 rows per 90 days), null semantics per field, missing weekdays never reconstructed, fewer than 2 snapshots returns an empty list with a note, and history starting July 2026. It also notes the inverted 1.0=strong buy / 5.0=sell scale, which prevents a serious misreading.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded with the core question and sibling routing, then a scannable field list. The field enumeration partly duplicates the output schema, and the trailing disclaimer adds length, but almost every sentence carries actionable information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Covers cadence, sparsity, null handling, minimum-history cutoff, coverage caveats, tier gating, and the numeric scale convention. For a read-only history tool with an output schema in place, nothing an agent needs before calling is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the baseline is 3, but the description adds real meaning beyond the schema: the lower-is-more-positive direction of analyst_rating_score, the ~60-rows-per-90-days density, and the null-per-field behavior that tells the agent how to interpret the `days` window's output.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description names a specific verb and resource ('how analyst consensus on a stock has moved over time') and frames it as the trajectory rather than a snapshot. It explicitly distinguishes itself from get_stock ('get_stock's single current analyst_rating / analyst_target cannot') and from get_indicator_history ('this tool is analyst consensus only').
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It states the exact question the tool answers ('are analysts getting more or less positive on this name?') and gives explicit routing rules: use get_stock for the current view alone, get_indicator_history for price/indicator history. It also flags the Pro-tier prerequisite, which is a real usage gate.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_earnings_calendarGet Earnings CalendarARead-onlyIdempotentInspect
Upcoming earnings dates for stocks in the Stocklake universe.
days: look-ahead window in days (default 7, max 30)
Returns: { window_days, from_date, to_date, count, results[] }
Each result: symbol, name, sector, market_cap, price, rsi, earnings_date (ISO UTC), is_estimate, eps_trailing, eps_forward
Sorted by earnings_date ascending.
Dates sourced from market data - treat is_estimate=true dates as approximate. Available to all tiers.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Look-ahead window in days (default 7, max 30). |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already cover read-only, idempotent, closed-world, non-destructive semantics, so the bar is lower. The description still adds real behavioral context: dates are market-data sourced, is_estimate=true entries should be treated as approximate, results are sorted by earnings_date ascending, and the tool is available to all tiers (an access constraint not visible in the annotations).
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loads the one-line purpose, then uses short bullets for the parameter, return shape, sort order, and caveat – easy to scan. The per-field enumeration of results[] overlaps with the existing output schema, which is mild redundancy, but the bullets are compact and nothing is padded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With an output schema and full annotations already present, the description covers the remaining gaps an agent needs: the estimate caveat, sort order, tier availability, and window bounds. Only the absence of routing guidance relative to the other earnings/calendar siblings keeps it from a 5.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100% and the single 'days' parameter is fully documented in the schema (default 7, max 30). The description only restates that same default/max, adding no syntax or format meaning beyond the schema, so the baseline 3 applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb+resource ('upcoming earnings dates for stocks') with scope (the Stocklake universe), so an agent can tell what it returns without opening the schema. It doesn't explicitly distinguish itself from the nearby sibling get_earnings_intelligence or get_economic_calendar, which keeps it short of a 5.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Usage is implied by the look-ahead window framing ('days: look-ahead window in days, default 7, max 30'), which tells the agent the tool answers forward-looking calendar questions. There is no explicit when-to-use/when-not or routing to the earnings-related alternatives, so guidance stays at the implied level.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_earnings_intelligenceGet Earnings IntelligenceARead-onlyIdempotentInspect
Upcoming earnings with AI context - AI scores, verdicts, and risk factors per stock. Combines the earnings calendar with AI pipeline data to surface which upcoming earnings events are worth monitoring.
Parameters:
days_ahead: look-ahead window in days (default 14, max 30)
sector: filter to one sector (e.g. "Technology")
min_ai_score: only return stocks with AI score >= this value, 0-100 (optional). Gates on the same ai_score field the response returns. Applied server-side before
limittruncates the result - a stock with a qualifying score always counts againstlimitahead of one without, rather than being cut off first for reporting later in the earnings window.limit: max results to return (default 25, max 25). Each returned ticker counts as one call toward your daily limit - see the docs' rate-limit section.
Returns per stock (sorted by earnings_date ascending):
earnings_date: ISO UTC timestamp · is_estimate: whether date is estimated
symbol, name, sector, price, rsi, market_cap
eps_trailing, eps_forward (earnings expectations context)
ai_verdict (positive/neutral/negative, from nightly AI pipeline)
ai_score (0-100) / ai_score_band (Weak/Moderate/Strong/Very Strong) - the AI research composite score, same 0-100 scale and bands as signal_score but a separate score; null if this stock has no AI summary yet.
ai_risks: top 2 AI-identified risk factors
analyst_rating, analyst_target
Pro tier only - AI pipeline cost attached. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max results to return (default 25, max 25). Each returned ticker counts as one call toward your daily limit. | |
| sector | No | Filter to one sector, e.g. "Technology". | |
| days_ahead | No | Look-ahead window in days (default 14, max 30). | |
| min_ai_score | No | Only return stocks with AI score >= this value, 0-100 (optional). Gates on the same ai_score field the response returns. Applied server-side before limit truncates the result, so a qualifying stock always counts against limit ahead of one without. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Goes well beyond the annotations (which only cover the read-only/idempotent safety profile) by disclosing tier gating ('Pro tier only'), cost implications ('AI pipeline cost attached'), and a rate-limit interaction ('each returned ticker counts as one call toward your daily limit'). It also explains the server-side ordering of min_ai_score vs limit truncation, which is genuinely non-obvious behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded with a clear purpose statement, but the parameter and return-value lists duplicate the input schema and the existing output schema, making the description longer than necessary. The structure is readable but not economical.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a four-parameter read tool with an output schema, the description supplies everything an agent needs: tier restriction, cost, rate-limit accounting, filtering semantics, and sort order. The return-field enumeration is redundant given the output schema but not harmful.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so all four parameters are already documented in the schema and the description largely restates them (days_ahead, sector, min_ai_score, limit). It adds only marginal nuance about ai_score gating and limit interaction, which the schema also captures, so baseline 3 applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific resource and differentiator: 'Upcoming earnings with AI context - AI scores, verdicts, and risk factors per stock.' The second sentence explicitly says it 'combines the earnings calendar with AI pipeline data,' which lets an agent distinguish it from the plain get_earnings_calendar sibling without opening a schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Implies when to use it ('surface which upcoming earnings events are worth monitoring') but never names an alternative or exclusion, even though get_earnings_calendar is an obvious sibling. An agent must infer that this tool is the AI-enriched superset rather than being told directly.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_economic_calendarGet Economic CalendarARead-onlyIdempotentInspect
Upcoming and recently-released macro/economic events -- interest rate decisions, CPI, GDP, PMI, unemployment, payrolls, retail sales, and more.
Two buckets:
released_recent: events with a real reported value, within the last
lookback_daysdays. Every item here carries a realactualvalue (never blank) plusdiff(actual minus previous -- a plain arithmetic difference, never a beat/miss or consensus judgment; point-in-time consensus is not available).upcoming: not-yet-released events within
days. No item here ever carries anactualvalue.
Every item in both buckets carries key_event: true for the handful of
event types that reliably move markets on their own (rate decisions, CPI,
GDP, headline Non-Farm Payrolls) -- an event-TYPE flag only, never a
beat/miss or directional judgment on the number itself. Set
key_events_only=true to filter to just these, or major_only=true to
restrict to the 8 largest economies.
Both buckets sort major-economy-first, then by recency -- truncating to
limit should never lose a US/EU/UK/JP/CN/DE/FR/CA print to an older or
thinner-economy one.
All tiers. Guest and free: days max 7, lookback_days max 2, limit max 20.
Pro: days max 14, lookback_days max 7, limit max 50. When a guest/free
value is above its cap, the response is served at the cap and carries
capped ({param: {requested, served}}) plus a pro_unlocks note.
For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Look-ahead window in days for upcoming events (default 3). Max 7 for guest and free, 14 for Pro. | |
| limit | No | Max results per bucket, released_recent and upcoming each capped independently (default 20). Max 20 for guest and free, 50 for Pro. | |
| major_only | No | Restrict to the 8 largest economies (United States, Euro Area, United Kingdom, Japan, China, Germany, France, Canada). Default false returns all countries. | |
| lookback_days | No | Look-back window in days for recently-released events (default 2). Max 2 for guest and free, 7 for Pro. Actual values arrive with about a 1-day reporting lag, so a same-day-only window misses real releases -- keep this at 2+ to reliably see them. | |
| key_events_only | No | Restrict to the small subset of event types that reliably move markets on their own: interest rate/rate decisions, CPI, GDP, and headline Non-Farm Payrolls. Default false returns every event matching the broader base filter (also includes PMI, unemployment, other payrolls components, retail sales, ADP, inflation). |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Despite already-rich annotations (readOnly, idempotent, non-destructive), the description adds substantial behavioral detail: the released_recent vs upcoming split, the guarantee that upcoming items never carry actual values, the meaning of diff, the key_event flag, major-economy-first sorting, and tier-cap/capped-response behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is long but well-structured and front-loaded, with bullets separating bucket semantics, filtering flags, sorting, and tier limits. Most sentences earn their place, though some schema-level details are repeated.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a read-only calendar tool with five optional parameters and an output schema, the description covers the key behavioral and filtering nuances an agent needs. It explains the returned buckets and flags even though the output schema exists.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the input schema already documents each parameter thoroughly. The description reinforces defaults and caps but adds little parameter-level meaning beyond what the schema provides, so the baseline of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific resource (upcoming and recently-released macro/economic events) and enumerates concrete event types, clearly distinguishing this calendar from earnings or corporate-event siblings.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It defines the two buckets and filter behavior, which implies when to use the tool, but it never names an alternative tool or explicitly says when not to use this one. Routing to siblings such as get_earnings_calendar is left to inference.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_indicator_historyGet Indicator HistoryARead-onlyIdempotentInspect
Historical daily indicator snapshots for a stock - ideal for charting and trend detection.
Returns up to days days of data (max 730, default 90) from the stock_indicator_snapshots
collection which is populated daily by the indicator pipeline.
Every snapshot row contains:
recorded_at: ISO date string
price: closing price at snapshot time
rsi: RSI(14) value (0-100)
macd_histogram: MACD histogram value (positive = upward momentum)
bb_pct: Bollinger Band % position (0 = at lower, 100 = at upper band)
sma20 / sma200: 20-day and 200-day simple moving averages
With full=true, each row also gets:
williams_r: Williams %R (0 to -100; >-20 overbought, <-80 oversold)
ultimate_osc: Ultimate Oscillator (0-100; >70 overbought, <30 oversold)
vix_fix_value: Williams VIX Fix synthetic fear gauge (higher = more fear)
williams_ad_trend: Accumulation/Distribution trend (rising/falling/flat)
td_signal: DeMark TD Sequential count, named for the move that is running out (DOWNTREND_EXHAUSTION_SETUP / UPTREND_EXHAUSTION_SETUP / DOWNTREND_EXHAUSTION_COUNTDOWN / UPTREND_EXHAUSTION_COUNTDOWN / null)
td_phase: DeMark phase (setup_active/setup_complete/countdown_active/countdown_done/null)
analyst_rating: analyst consensus (buy/outperform/hold/underperform/sell or null)
analyst_target: mean analyst price target or null
Returns {} if fewer than 3 snapshots found. Pro tier only. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Number of days of historical daily indicator snapshots to return (max 730, default 90). Returns {} if fewer than 3 snapshots are found in the window. | |
| full | No | False (default) returns only recorded_at/price/rsi/macd_histogram/bb_pct/sma20/sma200 per day - enough for most charting/trend use. True adds the specialized indicators (williams_r, ultimate_osc, vix_fix_value, williams_ad_trend, td_signal, td_phase) plus analyst_rating/analyst_target, which barely change day to day and roughly double response size over a long window. | |
| symbol | Yes | Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already cover the safety profile (readOnly, idempotent, non-destructive), and the description adds substantial context beyond them: the 730/90 limits, the empty-object return when fewer than 3 snapshots exist, the Pro-tier requirement, and the fact that the pipeline populates it daily.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Purpose and constraints are front-loaded, but the long field-by-field enumeration of return values duplicates the output schema, which already exists, so a significant portion of the text does not earn its place against structured data.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a pro-tier, read-only snapshot tool with a rich output schema, the description covers the operational essentials an agent needs: the empty-result condition, the size cap, the cost of full=true, and the daily refresh cadence.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so days, full and symbol are already documented in the schema; the description largely restates those semantics (max 730, default 90, what full adds). Baseline 3 applies when the schema does the heavy lifting.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb and resource ('Historical daily indicator snapshots for a stock') and frames the use case ('charting and trend detection'). It is distinguishable from price-history siblings like get_stock_history, though it never names an alternative explicitly.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The phrase 'ideal for charting and trend detection' implies a context but gives no when-to-use vs when-not guidance and does not tell the agent how this differs from get_stock_history or get_signals, which an agent must infer.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_insider_activityGet Insider ActivityARead-onlyIdempotentInspect
Get insider transactions (regulatory insider filings for the US and several European markets) and, on Pro, the AI read plus institutional holdings for a stock.
Every tier (guest/free/pro) gets the filing facts: insider_buys and insider_sells over the window (echoed as window_days), transactions (the individual rows behind those counts, newest first, each with date/name/role/type/shares/price/value), summary (a one-line factual readout computed from those same rows -- counts, dollar totals, date range -- so it can never disagree with them), source/source_name (which filing feed was used), and updated_at (when the filings were last fetched).
Free/guest: a 90-day window (a larger days is capped at 90, see
days_note), the 5 most recent rows (transactions_note says how many more
there are), and pro_unlocks describing what Pro adds. No AI fields and no
institutional holders.
Pro: days up to 365, up to 50 rows, plus signal (POSITIVE/NEGATIVE/
NEUTRAL etc.), signal_score (0-100, higher = stronger/more notable - the
exact same field, formula, scale and bands as get_signals()'s
signal_score) with signal_score_band, insider_signal/inst_signal,
ai_commentary (a separately-generated AI narrative on its own refresh
cadence, with ai_commentary_as_of - it can lag the transactions; trust
summary/the rows if they disagree), top_holders (a union of multiple
data sources, up to 15, each with name/shares/pct_held/sources/
share_counts_by_source - the last two show which source(s) contributed
to a merged row and each one's own reported share count), holder_count_
divergence (null unless every matched holder disagrees by the same
systemic multiplier across sources - e.g. an unrecorded reverse split -
a signal top_holders.shares may be unreliable for this symbol),
inst_ownership (0-100%), and total_holders.
For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Insider-transaction window in days (default 90, max 365 on Pro; free/guest calls are capped at 90). Applies to transactions, insider_buys and insider_sells. | |
| symbol | Yes | Stock ticker symbol to fetch insider-filing and institutional-holdings activity for. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations cover the safety profile (read-only, idempotent, non-destructive), and the description adds substantial context beyond them: free/guest caps at 90 days and 5 rows, ai_commentary runs on a separate cadence and 'can lag the transactions', and holder_count_divergence is null unless all matched holders disagree by a systemic multiplier that may make top_holders.shares unreliable. It also explains that summary is computed from the same rows so it cannot disagree.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The core capability and tier split are front-loaded in the first sentence, and the tier breakdown is logically ordered. It is dense and somewhat over-packed with parenthetical asides (e.g. 'echoed as window_days', footnote pointers like days_note/transactions_note), but given the tool's complexity most sentences carry real information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite an output schema that already documents return fields, the description fully characterizes what varies by tier and which fields are conditional (signal, holders, divergence). An agent has everything needed to call it correctly and interpret results; nothing material is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the baseline is 3, but the description adds meaningful semantics: `days` is capped at 90 for free/guest (referencing days_note) and extends to 365 on Pro, and it clarifies that the value is echoed back as window_days. That is genuine added meaning over the schema's own text.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Names a specific verb and resource ('Get insider transactions... regulatory insider filings') and scopes it geographically (US and several European markets). It also explicitly ties its signal_score to get_signals()'s field, letting an agent distinguish it from that sibling without opening either schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Gives clear tier-based context (guest/free gets a 90-day window with no AI or holders; Pro gets 365 days, signals, commentary, and holders) so an agent understands what it will receive. However it never states when to prefer this tool over siblings like get_signals or get_stock, and offers no exclusions or routing criteria.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_market_assessmentGet Market AssessmentARead-onlyIdempotentInspect
Combined AI market assessment: macro regime + market outlook in a single call. Refreshed ~4x/day, weekdays only, during market hours (~2h apart) - dead overnight and on weekends, not a continuous 4-hourly cadence. Check regime_stale/outlook_stale below (which already account for the weekend gap) before treating either as current, especially on a Monday morning.
Two distinct perspectives returned together:
REGIME (RISK_OFF/CAUTIOUS/NEUTRAL/AGGRESSIVE): answers "how much equity risk to take" → use for position sizing and asset allocation decisions
OUTLOOK (POSITIVE/NEUTRAL/NEGATIVE): answers "which direction and sectors to trade" → use for sector preference and directional bias
Both share the same pipeline run so they are always in sync.
history_count: include last N prior assessments for each (0-3, default 0)
regime_*: risk posture fields - regime, risk_appetite_score (0-100 re-expression of regime, higher = current conditions support more risk-taking), regime_bias, regime_bias_note (plain sentence on whether current conditions favor long or short setups, or neither), regime_confidence, regime_rationale, key_risks, watch_for, vix_at_assessment, regime_updated_at, regime_stale
macro_score / regime_strength: macro_score is a real, continuous 0-100 read on how much risk the current environment supports (0=RISK_OFF/capital preservation, 100=AGGRESSIVE/risk-on) - the same underlying number
regimebuckets into 4 discrete categories, blending arithmetic inputs (VIX level, breadth oversold/overbought skew, SKEW-vs-VIX divergence, TD-exhaustion ratio) with regime_strength, the AI's own 1-10 read of regime conviction. Distinct from risk_appetite_score (a coarse 4-value lookup onregimealone) - macro_score is the real underlying number. Null on a pre-2026-08-26 assessment that predates this field. Not a call on any one stock.macro_score_trend: {change_7d, change_30d, direction} - whether macro_score itself is improving/deteriorating/stable over the trailing 7/30 days, computed automatically (no history_count needed). A bare 33 doesn't tell you whether the environment is getting worse or just stabilized after a worse reading; this does. Either leg is null without enough history yet.
regime_stale / outlook_stale: true if that assessment is >72h old (the pipeline runs weekdays only, so a normal Fri→Mon gap does not trip this - only a genuinely broken/stuck pipeline does). null if the timestamp itself is missing.
indicators.macro_data: macro data (yield curve, Fed funds, cpi_index, unemployment, M2)
indicators.volatility_term_structure: VIX spot/3M/6M term structure + contango signal
indicators.market_sentiment: Fear & Greed index value and label
market_context: price/RSI/SMA200/perf snapshot of SPY/QQQ/IWM/TLT/GLD/VIX/TNX + sectors NOTE: point-in-time snapshot recorded when AI ran - not current prices (use get_market_pulse for the latest)
outlook_*: directional fields - outlook, outlook_conviction, equity_view, preferred_sectors, avoided_sectors, catalyst, outlook_key_risk, outlook_rationale, outlook_updated_at, outlook_stale
Pro tier only - AI pipeline cost attached. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| history_count | No | Include the last N prior assessments for each of regime and outlook (0-3, default 0). |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already establish read-only/idempotent safety, yet the description adds substantial non-structured context: a ~4x/day weekday-only refresh cadence with dead weekends, the exact >72h staleness rule and why a Fri→Mon gap does not trip it, null semantics for missing timestamps, the Pro-tier cost attachment, and the caveat that market_context is a frozen snapshot. These are exactly the operational facts an agent needs and none are derivable from the annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Content is front-loaded: cadence and staleness caveats come before field enumeration, and the regime/outlook split is visually separated. It is long and has minor redundancy — staleness is explained once in the header and again in the field list, and macro_score is re-explained across two bullets — which costs it a point.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a high-complexity composite tool with an output schema, the description covers cadence, staleness, tier gating, field-level meaning including the subtle macro_score vs risk_appetite_score distinction, and honest disclaimers. An agent can call and interpret this tool without opening the output schema.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With only one optional parameter at 100% schema coverage, the baseline would be 3; the description earns an extra point by restating the 0-3/default-0 bound and, more usefully, clarifying that macro_score_trend computes automatically without history_count — a non-obvious interaction the schema cannot express.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb+resource ('Combined AI market assessment: macro regime + market outlook') and immediately splits it into two named perspectives with distinct decision uses. It also distinguishes itself from get_market_pulse by explicitly scoping market_context as a point-in-time snapshot rather than live prices.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
It gives explicit routing for each half — regime for position sizing/allocation, outlook for sector preference and directional bias — and tells the agent to check regime_stale/outlook_stale before treating values as current. It names one sibling alternative (get_market_pulse for latest prices) but offers no guidance on when not to call this tool at all (e.g., non-Pro tier, or topics better served by get_signals/get_sector_intelligence).
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_market_moversGet Market MoversARead-onlyIdempotentInspect
Top market movers from the Stocklake universe - gainers, losers, most active.
category: "gainers" | "losers" | "most_active" | "all" (default "all" = all 3 categories)
limit: results per category (default 10, max 20). Each returned stock counts as one call toward your daily limit - a symbol appearing in more than one category (e.g. both "gainers" and "most_active") counts once per category it appears in.
min_market_cap_b: filter to stocks above this market cap in billions of US dollars (e.g. 1.0 = $1B+), compared against market_cap_usd
Returns per stock: symbol, name, sector, price, change_pct, volume, rsi, market_cap (listing currency), market_cap_usd, currency, analyst_rating, atr_pct (atr_pct omitted when the underlying volatility reading is missing or corrupted). Available to all tiers.
Pro tier adds the minimum AI-narrative slice (ai_verdict, ai_headline, ai_score 0-100, ai_score_band) - precomputed, no extra AI cost. A big mover's price/volume/RSI alone doesn't say whether the move matters; the one-line headline does. For the full research bundle on any one mover, call get_stock_research(symbol).
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Results per category (default 10, max 20). Each returned stock counts as one call toward your daily limit - a symbol appearing in more than one category (e.g. both "gainers" and "most_active") counts once per category it appears in. | |
| category | No | Which movers category to return: "gainers" | "losers" | "most_active" | "all" (default "all" = all 3 categories). | all |
| min_market_cap_b | No | Filter to stocks above this market cap in billions of US dollars, e.g. 1.0 = $1B+ (compared against market_cap_usd). |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnly/idempotent/non-destructive, and the description goes well beyond them: it discloses that each returned stock consumes one call against the daily limit (and that cross-category duplicates count once per category), tier gating (all tiers vs Pro-only AI fields), and a data-quality caveat that atr_pct is omitted when the volatility reading is missing or corrupted.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded with the one-line definition followed by a well-structured bulleted parameter list; the Pro-tier paragraph slightly over-explains ('A big mover's price/volume/RSI alone doesn't say whether the move matters') but each element is relevant. Some return-field enumeration duplicates the output schema.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a 3-param, zero-required read tool with an output schema, the description covers everything an agent needs: category values and defaults, limits, market-cap filtering semantics, quota accounting, tier availability, and a hand-off to get_stock_research.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100% and the same quota/default/cap explanation appears verbatim in the schema for limit, category, and min_market_cap_b, so the description adds no semantics the schema does not already carry. Baseline 3 applies when the schema does the heavy lifting.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Opens with a concrete verb+resource+scope ('Top market movers from the Stocklake universe - gainers, losers, most active') and enumerates the exact category values, which cleanly separates it from siblings like get_screener, get_market_pulse, or get_stocks.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Clearly frames the scenario (surfacing big gainers/losers/most-active) and routes to the right next step for depth: 'For the full research bundle on any one mover, call get_stock_research(symbol).' It does not, however, state when to prefer a sibling scanner (e.g. get_screener) or exclusion conditions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_market_pulseGet Market PulseARead-onlyIdempotentInspect
Market health snapshot in a single call. Aggregates key market indicators without requiring multiple tool calls. No AI cost. Index and bond/commodity prices are the latest available, delayed about 15 minutes; vix, fear_greed and breadth come from the latest market snapshot (see updated_at).
Returns:
vix: VIX level (a number) as of that snapshot
fear_greed: {value (0-100), description ("extreme fear" | "fear" | "neutral" | "greed" | "extreme greed"), last_update}
breadth: market-wide RSI distribution - oversold_pct, overbought_pct, neutral_pct (with their counts), universe_size
indices: spy, qqq, iwm, each {price, change_pct (today, in percent), rsi}
bonds_commodities: tlt (long-duration bonds), gld (gold), same shape as indices
updated_at: when the vix/breadth/fear_greed snapshot was last recorded Available to all tiers.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnly/idempotent/non-destructive, and the description adds genuinely non-structured facts: ~15-minute delay on index and bond/commodity prices, snapshot-sourced vix/fear_greed/breadth, no AI cost, and universal tier availability. Data freshness and cost are exactly the traits an agent cannot infer from annotations or schema.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded well: purpose, then cost/freshness, then detail. However, roughly half the text is a bulleted return-value enumeration that substantially duplicates the existing output schema, which is padding against this rubric.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Freshness semantics, snapshot source for derived fields, tier availability, and cost are all covered, which is what an agent needs to decide whether the data is stale or accessible. The return-value block is redundant given the output schema, but nothing important is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool takes zero parameters and the schema is closed, so there is nothing to disambiguate; baseline 4 applies. The description correctly avoids inventing parameter guidance for a parameterless call.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Opens with a concrete verb+resource framing ('Market health snapshot in a single call') and states it aggregates indicators that would otherwise need multiple calls, which separates it from per-stock siblings like get_stock. It does not distinguish itself from the closest neighbor, get_market_assessment, so an agent still has to guess between those two.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
'without requiring multiple tool calls' implies the aggregation use case, and 'Available to all tiers' removes an access precondition. But there is no explicit when-to-use vs get_market_assessment / get_market_movers / get_signals, so the routing decision is left to inference.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_news_feedGet Market News FeedARead-onlyIdempotentInspect
Most notable recent news across all tracked stocks: a market-wide briefing. Unlike get_stock_news (one symbol), this scans every tracked stock and returns articles ranked by signal_score, newest first within each score.
Use this for:
Morning briefing: "what happened in the market this week?"
Catalyst scanning: "what news is driving moves right now?"
Event monitoring: "which stocks have high-impact news today?"
min_signal_score: minimum signal_score (0-100, default 60).
days: look-back window in days (default 3, max 10).
limit: max articles returned (default 10, max 25).
Per article: symbol, title, published_at, ai_sentiment, ai_summary, signal_score (0-100), signal_score_band (Weak/Moderate/Strong/Very Strong).
signal_score is the symbol's current news-based signal score when one was raised in the last 90 days (the same number get_stock_news() and get_signals() report), otherwise a score computed from the article's own classification. It is always a single number.
collapsed_count: present when several articles reported the same event; only the highest-ranked one is returned and this says how many were merged into it.
limitcounts distinct events.
Articles are published by third parties; titles and summaries describe what those articles say. Requires a Pro account. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Look-back window in days (default 3, max 10). | |
| limit | No | Max articles returned (default 10, max 25). | |
| min_signal_score | No | Minimum signal_score, 0-100 (default 60). |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare the safety profile (readOnlyHint, idempotentHint, destructiveHint false). The description adds valuable context beyond that: a Pro account requirement, third-party content provenance ('articles are published by third parties'), and a disclaimer, plus dedup behavior via collapsed_count.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded summary sentence followed by clearly sectioned use cases and field notes; efficient overall, though the parameter bullets partly duplicate the schema and add some length.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Covers routing, auth requirement, output field meanings, dedup semantics, and content provenance; an output schema exists so return-value detail is not strictly required. Nothing essential for correct invocation is missing, though the signal_score discussion overlaps with structured fields.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the schema already documents all three parameters; the description's parameter bullets restate defaults and ranges (0-100, default 60, max 10/25) without adding syntax or format detail. Baseline 3 applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb and resource ('Most notable recent news across all tracked stocks: a market-wide briefing') and explicitly contrasts with the sibling get_stock_news ('one symbol'), so an agent can distinguish the two without opening either schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides three concrete when-to-use scenarios with example queries (morning briefing, catalyst scanning, event monitoring) and explicitly names the alternative tool get_stock_news along with the condition (one symbol) that routes to it.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_screenerScreen StocksARead-onlyIdempotentInspect
Filter and rank stocks from the Stocklake universe - fundamentals, technicals, and AI signals in one tool.
Parameters:
sector: e.g. "Technology", "Healthcare", "Financial Services"
country: e.g. "United States", "Germany"
min_rsi / max_rsi: exact RSI bounds (e.g. max_rsi=30 = oversold, min_rsi=70 = overbought)
sma_trend: "above_200" (price above 200-day MA) | "below_200"
macd_signal: "positive" (MACD line above signal) | "negative"
min_perf_1d / max_perf_1d: 1-day performance % (e.g. min_perf_1d=2.0 = up 2%+ today)
min_volume: minimum daily volume (e.g. 1000000)
min_market_cap_b / max_market_cap_b: market cap in billions of US dollars, compared against market_cap_usd (stocks with no FX rate for their currency are excluded when either bound is set)
max_pe_forward: maximum forward P/E (e.g. 20 = value screen)
analyst_rating: "strong_buy" | "buy" | "hold" | "sell" | "strong_sell"
min_ai_score: minimum AI score 0-100 (pro tier only - silently ignored for free). Gates on the AI research composite ai_score - same 0-100 scale and bands as signal_score, but a separate score (per-stock AI summary strength, not a directional signal). Renamed 2026-08-24 from the retired 0-10 min_flag_score - the raw flag_score field it used to gate on is no longer part of this fleet's public vocabulary at all (see ai_score below).
preset: "oversold" | "overbought" | "momentum" | "high_conviction" (pro only) oversold = RSI≤35 + above SMA200 · overbought = RSI≥65 momentum = RSI 50-70, above SMA200, up 0.5%+ today · high_conviction = ai_score≥70
sort_by: "market_cap" | "rsi" | "perf_1d" | "volume" | "analyst_rating" | "rating" | "ai_score" (pro). Defaults to "market_cap", except the "high_conviction" preset defaults to "ai_score" (the dimension it's filtering by) unless you explicitly pass a different sort_by.
sort_dir: "asc" | "desc" (default "desc")
limit: 1-25 (default 20). Each returned stock counts as one call toward your daily limit.
Returns: { count, preset, filters, results[] } - each result includes symbol, name, sector, industry, country, price, change_pct, volume, market_cap, market_cap_usd, currency, pe_forward, rsi, macd_signal, sma200_trend, analyst_rating. market_cap is in the listing's own currency (the currency field); market_cap_usd is converted to US dollars and is what the market_cap sort and cap filters use. Pro tier adds rating (0-10 composite score) + ai_verdict + ai_headline + ai_score (0-100) + ai_score_band to every result row (the headline is the "why" - a bare verdict alone isn't enough to act on), enables min_ai_score filter, high_conviction preset, and sorting by rating/ai_score (sort_by silently falls back to market_cap on free/guest for both). All other filters available to all tiers. For the full research bundle on any one result, call get_stock_research(symbol).
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max results to return, 1-25 (default 20). Each returned stock counts as one call toward your daily limit. | |
| preset | No | "oversold" | "overbought" | "momentum" | "high_conviction" (pro only). oversold = RSI<=35 + above SMA200; overbought = RSI>=65; momentum = RSI 50-70, above SMA200, up 0.5%+ today; high_conviction = ai_score>=70. | |
| sector | No | Filter by sector, e.g. "Technology", "Healthcare", "Financial Services". | |
| country | No | Filter by country, e.g. "United States", "Germany". | |
| max_rsi | No | Maximum RSI bound (e.g. max_rsi=30 = oversold). | |
| min_rsi | No | Minimum RSI bound (e.g. min_rsi=70 = overbought). | |
| sort_by | No | "market_cap" | "rsi" | "perf_1d" | "volume" | "analyst_rating" | "rating" | "ai_score" (pro). Defaults to "market_cap", except the "high_conviction" preset defaults to "ai_score" (the dimension it's filtering by) unless you explicitly pass a different sort_by. Sorting by rating/ai_score silently falls back to market_cap on free/guest. | |
| sort_dir | No | Sort direction: "asc" | "desc" (default "desc"). | desc |
| sma_trend | No | "above_200" (price above 200-day MA) | "below_200". | |
| min_volume | No | Minimum daily volume, e.g. 1000000. | |
| macd_signal | No | "positive" (MACD line above signal) | "negative". | |
| max_perf_1d | No | Maximum 1-day performance %. | |
| min_perf_1d | No | Minimum 1-day performance %, e.g. min_perf_1d=2.0 = up 2%+ today. | |
| min_ai_score | No | Minimum AI score, 0-100 - pro tier only (silently ignored for free). Gates on the AI research composite ai_score, same 0-100 scale and bands as signal_score but a separate score (per-stock AI summary strength, not a directional signal). | |
| analyst_rating | No | Filter by analyst consensus rating: "strong_buy" | "buy" | "hold" | "sell" | "strong_sell". | |
| max_pe_forward | No | Maximum forward P/E, e.g. 20 for a value screen. | |
| max_market_cap_b | No | Maximum market cap in billions of US dollars (compared against market_cap_usd). | |
| min_market_cap_b | No | Minimum market cap in billions of US dollars (compared against market_cap_usd, so non-USD listings are converted first). |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already cover safety (readOnly, idempotent, non-destructive, closed-world), and the description adds substantial non-obvious behavior: min_ai_score is silently ignored on free tier, sort_by silently falls back to market_cap for free/guest on rating/ai_score, limit counts each returned stock against a daily quota, and non-USD listings without an FX rate are excluded when cap bounds are set. It also covers sort_by default overrides per preset and the naming history of min_ai_score/flag_score.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Well front-loaded and sectioned (purpose, parameters, returns, tier notes), but it restates essentially every one of the 18 parameter descriptions nearly verbatim from a schema that already has 100% coverage, which bloats the definition considerably. The genuinely additive material (tier gating, preset/sort interaction, FX caveat) is buried among redundant restatement.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a 18-parameter, tier-gated tool with many interacting options, the description covers filter semantics, defaults, preset compositions, tier limitations, the return shape and its per-tier fields, and the follow-up tool for single-symbol depth. Despite an output schema existing, the tier-conditioned return differences are helpful to state. Nothing needed to call it correctly is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the baseline is 3, but the description goes beyond the schema in meaningful ways: the market_cap vs market_cap_usd distinction and the FX-exclusion side effect of cap bounds, the preset-driven sort_by default, and the ai_score vs signal_score distinction with the retired flag_score rename. Duplicated filter examples add less, but the extra semantics are real.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb+resource+scope: "Filter and rank stocks from the Stocklake universe - fundamentals, technicals, and AI signals in one tool." An agent immediately understands this is a screening/ranking tool rather than a lookup. It never explicitly contrasts itself with the closest siblings (get_stocks, get_signals), so it stops short of a 5.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Gives clear operational context: preset definitions and what each preset filters on, tier availability, and an explicit hand-off ("For the full research bundle on any one result, call get_stock_research(symbol)"). It does not state when to prefer this tool over get_stocks or get_signals, so the routing guidance is incomplete.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_sector_intelligenceGet Sector IntelligenceARead-onlyIdempotentInspect
AI-assessed sector intelligence: signal, cycle stage, rotation signal, drivers, alerts, and computed statistics per sector (RSI distribution, breadth, performance 1W/1M, top/bottom movers, historical percentiles). Pass a sector name for a single sector, or omit the parameter (or pass None) to get the latest assessment for all 11 sectors - the all-sectors call doubles as the rotation view: use sort_by_strength to rank LEADING-first for finding leading vs lagging sectors, and history_count for prior signal states per sector.
sort_by_strength: sort all-sectors output LEADING→LAGGING instead of alphabetical (all-sectors call only; ignored when a single sector is requested)
history_count: include last N prior signal states per sector, 0-3 (default 0; all-sectors call only)
sector_score / strength_score: sector_score is a real, continuous 0-100 read on this sector's relative strength/leadership (0=LAGGING, 100=LEADING) - the same underlying number
signalbuckets into 5 discrete categories, blending arithmetic inputs (RSI/perf percentiles, top-5 concentration, SMA200 breadth) with strength_score, the AI's own 1-10 read. Comparable across all 11 sectors on one absolute scale (not per-sector-relative). Null on a pre-2026-08-26 assessment that predates this field. Not a buy/sell call.sector_score_trend: {change_7d, change_30d, direction} - whether this sector's score is improving/deteriorating/stable over the trailing 7/30 days, computed automatically. Single-sector calls only - this is the only trend view available for one sector at all (history_count only applies to the all-sectors call). Two sectors both reading STRONG/68 can be in opposite motion; this tells them apart. Either leg is null without enough history yet.
Refreshed ~4x/day, weekdays only, during market hours (~2h apart) - dead overnight and on weekends, not a continuous 4-hourly cadence. Check the returned updated_at before treating this as current, especially on a Monday morning or after a holiday. Available to pro tier only (AI pipeline costs). For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| sector | No | Pass a sector name for a single sector's assessment, or omit (None) to get the latest assessment for all 11 sectors at once - the all-sectors call doubles as the rotation view. | |
| history_count | No | Include the last N prior signal states per sector, 0-3 (default 0). Only applies to the all-sectors call. | |
| sort_by_strength | No | Sort all-sectors output LEADING→LAGGING instead of alphabetical, for finding leading vs lagging sectors. Only applies to the all-sectors call; ignored when a single sector is requested. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Goes well beyond the annotations (which already declare readOnly/idempotent/non-destructive) with refresh cadence ('~4x/day, weekdays only, dead overnight and on weekends'), a staleness warning to check updated_at, a pro-tier access restriction, and null semantics for assessments predating 2026-08-26. It also frames sector_score as 'not a buy/sell call', setting expectations about interpretation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded with purpose, then a tight bulleted parameter section, then operational caveats — a good structure. It is long and carries minor redundancy ('For informational purposes only. Not financial advice.' alongside 'Not a buy/sell call'), and the sector_score paragraph could be trimmed.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given three optional parameters, an output schema, and rich annotations, the description covers everything an agent needs: mode selection, parameter interactions, data freshness, tier gating, and null/edge cases. Nothing material is missing for correct invocation.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is already 100%, so the schema documents all three parameters; the description largely restates their behavior (all-sectors-only, ignored for single sector). Where it adds real value is the distinction between sector_score (continuous 0-100, absolute cross-sector scale) and strength_score (AI's 1-10 read), plus the trend object shape — though those are output fields rather than parameters.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb+resource ('AI-assessed sector intelligence') and enumerates exactly what it returns (signal, cycle stage, rotation signal, drivers, alerts, computed stats), so an agent can distinguish it from get_market_assessment or get_signals without opening a schema. The dual single-sector/all-sectors scope is stated up front.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Explicitly says to pass a sector name for one sector and omit/None for all 11, and names the intended use of each mode ('the all-sectors call doubles as the rotation view'). It also states the exact conditions for sort_by_strength, history_count, and sector_score_trend, including that the trend view exists only for single-sector calls.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_signalsGet SignalsARead-onlyIdempotentInspect
AI-screened stock signals recently surfaced by the Stocklake pipeline - sourced from news analysis, sector screening, and sentiment signals.
Shows what the pipeline noticed in the last 24 hours (falling back to the most recent signals regardless of age if nothing has fired in that window
see
windowin the response). Signals stay listed for their recency window even after they expire.
Parameters:
direction: "POSITIVE" | "NEGATIVE" | "NEUTRAL" (default: all). NEUTRAL covers both a flat/undecided read AND a genuinely two-sided idea (real opposing bull/bear theses on the same symbol) - in the latter case signal_score is the STRONGER of the two sides (see signal_score below), so a high score alongside NEUTRAL means "real conviction here, just no directional consensus," not "nothing going on." The two-sided detail is in
rationale.min_signal_score: minimum signal score 0-100 (default 60) - mainly how stretched the stock is in the signal's direction. This is the field to filter on. Always compared against a single number, including for NEUTRAL/two-sided ideas - a result is never returned below your threshold on both sides.
source: filter by signal source - "news" | "screener" | "sentiment" (default: all)
limit: max results to return (default 25, max 50). Each returned signal counts as one call toward your daily limit.
Returns:
count: number of signals returned
window: "24h" (fresh activity found) or a fallback note when the last 24h had nothing and the response instead shows the most recent signals overall
signals[]: each with symbol, direction, signal_score (0-100), signal_score_band (human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong"), source, rationale, expires, flagged_at
Pro tier only - AI pipeline cost attached. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Max results to return (default 25, max 50). Each returned signal counts as one call toward your daily limit. | |
| source | No | Filter by signal source: "news" | "screener" | "sentiment" (default: all). | |
| direction | No | Filter by direction: "POSITIVE" | "NEGATIVE" | "NEUTRAL" (default: all). NEUTRAL covers both a flat/undecided read and a genuinely two-sided idea (see signal_score below). | |
| min_signal_score | No | Minimum signal score, 0-100 (default 60) - mainly how stretched the stock is in the signal's direction. This is the field to filter on. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Beyond the readOnly/idempotent annotations, it discloses the freshness window and fallback semantics, that expired signals remain listed for their recency window, that each returned signal consumes a daily call quota, and that the tool is Pro-tier only with an AI pipeline cost attached. These are exactly the operational facts an agent cannot infer from structured fields.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded with purpose and the key 24h/fallback behaviour, then cleanly sectioned into Parameters and Returns. It runs long and repeats parameter text that also appears in the schema, but no sentence is pure filler.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite having an output schema, it spells out the response shape (count, window, signals with score bands and expiry), the tier gate, and the quota cost. An agent has everything needed to call this correctly and interpret the result.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so baseline would be 3, but the description adds real semantics: NEUTRAL spans both a flat read and a genuinely two-sided thesis, signal_score reflects the stronger side, and min_signal_score is explicitly named as the field to filter on with a never-below-threshold-on-both-sides guarantee. Much of this is mirrored in the schema descriptions, which caps it below 5.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb and resource — AI-screened stock signals surfaced by the Stocklake pipeline — and names the three contributing sources (news analysis, sector screening, sentiment). It is distinguishable from feed-style siblings like get_news_feed or get_screener, but never explicitly contrasts itself with them.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides useful operating context: a 24h recency window with fallback behaviour and a Pro-tier restriction. However, it never says when to prefer this over get_screener, get_news_feed, or get_market_movers, and gives no explicit when-not guidance.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_stockGet StockARead-onlyIdempotentInspect
Price, fundamentals, technical indicators, and company profile for a stock. Returns all data needed to understand a stock in a single call.
Key fields:
price, change_pct, prev_close, week52_high/low, volume, avg_volume
market_cap, enterprise_value, beta
pe_trailing, pe_forward, price_to_book, dividend_yield, dividend_rate
debt_to_equity, profit_margins, operating_margins, gross_margins, return_on_equity, free_cashflow
revenue_growth, earnings_growth, revenue_ttm, gross_profit_ttm
analyst_rating: "strong_buy"|"buy"|"hold"|"sell"|"strong_sell" (analyst consensus)
analyst_rating_score: 1.0-5.0 mean analyst recommendation (1=strong_buy, 5=strong_sell)
analyst_target: mean analyst price target
analyst_count: number of analyst opinions
indicators: raw RSI, MACD, Bollinger Bands, SMA20/SMA200 (the canonical 50/200-day averages -- no separate top-level ma_50/ma_200 field), EMA20/EMA200, ATR
description: company business description
website, employees, officers (top 5: name, title, total_pay)
updated_at: last data sync timestamp Available to all tiers (raw indicator numbers, no interpretation). This basic six (RSI/MACD/Bollinger/SMA/EMA/ATR) is standard, widely-available technical analysis.
Pro tier also unlocks the specialized indicators inside the SAME indicators block:
williams_r, ultimate_osc, vix_fix, williams_ad (the Larry Williams family),
td_sequential (DeMark), elliott_wave, adx {adx, plus_di, minus_di}, ichimoku
{tenkan, kijun, cloud_top, cloud_bot, above_cloud, below_cloud}, squeeze
{squeeze_on, hist}, and rs_rank (relative-strength rank 1-99, stocks only: the past
year's return with the latest quarter counted double, ranked against every tracked
stock; 99 = strongest; absent with under a year of history). These are omitted
entirely from the free/guest response, not merely unlabeled; free/guest calls get
indicators with only the basic six populated.
Pro tier adds four interpreted blocks computed from the same indicators, no extra AI cost, plus a minimum AI-narrative slice - all five below are precomputed, none cost an AI call on your request:
ai_verdict / ai_headline / ai_score / ai_score_band: the minimum useful AI-narrative slice, shared by every pro-tier stock-returning tool. A bare verdict alone isn't actionable (e.g. negative while up 8% on the day with a strong_buy analyst rating is genuinely ambiguous) - the one-line headline is the "why", ai_score is the 0-100 composite (same scale/band convention as get_signals' signal_score, distinct pipeline). For the full text (summary/key_points/risks/near_term/longer_term) and cross-source news/insider context, call get_stock_research(symbol) instead - that's the only tool with the complete bundle.
ai_score (0-100) / ai_score_band (Weak/Moderate/Strong/Very Strong): the AI research composite score, on the same 0-100 scale and band boundaries as get_signals()'s signal_score - but a separate score, never the same number for the same symbol by coincidence alone.
rating: {score 0-10, direction POSITIVE/NEUTRAL/NEGATIVE, signals per-indicator breakdown}
composite technical score
signals: flat labeled signals (rsi/macd/bollinger/sma200/sma50/williams_r/ultimate_osc/ vix_fix/williams_ad/td_sequential/elliott_wave, each with a value + plain-English label)
same indicators as 'indicators', pre-interpreted for programmatic use without parsing raw numbers
stance_signals: unified list of per-source directional calls (technical rating, AI summary near_term/longer_term, insider/institutional sentiment, analyst consensus, active screener signals) - each entry {stance POSITIVE/NEGATIVE/NEUTRAL, conviction 0-10, horizon INTRADAY/SWING/POSITION/LONG_TERM, edge_quality PROVEN/OBSERVATION/UNKNOWN (per-source signal_backtest track record), source, raw_label, as_of}. Same canonical shape used on the stock detail page - a source with missing/stale data is simply omitted, not nulled out.
relative_strength: {windows: {5d/20d/60d/120d/12m -> {stock_return_pct, rs_vs_spy, rs_vs_qqq, rs_vs_sector}}, verdict: one-line plain-language read (e.g. "Laggard - weak near- and long-term")}
stock's own return minus each benchmark's return (percentage points, not a ratio) per window. rs_vs_sector uses the stock's GICS sector SPDR ETF (Vanguard backup if the primary lacks history); omitted for stocks with no resolvable sector (crypto, FX, indices). Windows/ benchmarks with insufficient history are omitted rather than null. null if not precomputed yet.
market_risk: {beta_spy_1y, corr_spy_1y} - 1-year daily-return beta and correlation vs SPY. Distinct from quote.beta (a longer-window beta) - this is computed from the same daily bars as relative_strength. Both fields null if not yet precomputed for this symbol (populates on the next scheduled indicators run).
forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic forensic- accounting formulas (Altman 1968 bankruptcy-risk, Piotroski 2000 fundamental-strength, Beneish 1999 earnings-manipulation-likelihood), computed from balance sheet/income statement/cash flow data, refreshed on each company's own filing cadence (roughly annual). Each sub-block is {score, note, ...} - altman_z adds
zone(safe/grey/distress), piotroski_f addsstrength(strong/moderate/weak, 0-9 scale), beneish_m addslikely_manipulator(bool, score > -1.78).noteexplains what the score measures and its known caveats (e.g. Altman Z is not meaningful for banks/insurers and can flag REITs/ client-float businesses as "distress" by design) - always read alongside the score, not in isolation.score: nullmeans genuinely not computable for this company (common for financial-sector names), not an error. No trading signal is derived from these scores anywhere in this API today - treat as raw accounting-model output for your own research.sector_context: where this stock's fundamentals sit versus the other tracked equities in its own sector - {sector, revenue_growth, gross_margin, operating_margin, as_of}, each metric {value, sector_median, percentile 0-100, n}. Purely descriptive positioning (e.g. "revenue growth is in the 80th percentile of its sector"), no interpretation or direction. A metric is omitted when the stock has no value for it or the sector has fewer than 15 peers with data; the whole block is omitted when nothing is computable. Baseline refreshed daily; sectors are pooled globally across all tracked equities. get_stock also returns
trend: {period: "quarterly", points: [{period_end, revenue_growth / gross_margin / operating_margin: {value, sector_median, n}}]}, oldest first - the same three metrics for the last few quarters (revenue_growth is year-over-year) beside the sector median for each quarter, so you can see whether the stock is gaining or losing ground on its peers. Off-cycle fiscal quarters are matched to the nearest calendar quarter. A quarter or metric is left out where either side lacks data. get_stocks omitstrendto keep batch rows small.
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | Stock ticker symbol. Also accepts a company name as a fallback (e.g. "Apple") when it uniquely resolves to one symbol. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Goes far beyond the readOnly/idempotent annotations: discloses tier gating (Pro-only indicators are omitted entirely from free/guest responses, not merely unlabeled), null/omission semantics ('omitted rather than null', 'populates on the next scheduled indicators run'), refresh cadence (forensic scores on filing cadence, sector baseline daily), and caveats like Altman Z not being meaningful for banks. This is exactly the context annotations cannot carry.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Roughly 700 words for a one-parameter read tool, with visible redundancy: ai_score/ai_score_band are described twice in adjacent bullets, and the `trend` block is appended mid-section after sector_context rather than front-loaded. Because an output schema exists, the exhaustive field-by-field enumeration largely duplicates structured data rather than earning its place.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a rich, gated, multi-block read tool, the description covers everything needed to call and interpret it: tier-dependent shape, which blocks may be absent and why, how `signals`/`indicators`/`stance_signals` differ, and where to go for the fuller research bundle. No material gap remains for an agent deciding and invoking.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Only one parameter and the schema already documents it at 100% coverage, including the company-name fallback. The description never mentions the `symbol` argument or its resolution behavior, so it adds nothing here and the baseline 3 applies.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Opens with a specific verb+resource+scope: 'Price, fundamentals, technical indicators, and company profile for a stock... all data needed to understand a stock in a single call.' It also explicitly differentiates from siblings by naming get_stock_research for the full narrative bundle and noting get_stocks omits `trend`, so an agent can pick correctly without opening schemas.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Clear routing signals exist: 'For the full text ... call get_stock_research(symbol) instead - that's the only tool with the complete bundle' and 'get_stocks omits `trend` to keep batch rows small.' What's missing is an explicit statement of when NOT to use this tool (e.g. historical series -> get_stock_history, signals -> get_signals), leaving some sibling selection to inference.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_stock_financialsGet Stock FinancialsARead-onlyIdempotentInspect
Raw financial statements - balance sheet, income statement, and cash flow line items. This is the underlying statement data itself, not a derived summary - for the forensic-accounting scores computed FROM these statements (Altman Z / Piotroski F / Beneish M), see get_stock()'s forensic_scores block instead.
Each returned statement is shaped {line_item_name: {period_end_iso: value}}
e.g. income_stmt["Total Revenue"]["2025-12-31"] - so a caller can compute its own trends/deltas/CAGRs, not just read the latest value. Values are in the company's reporting currency (financial_currency).
Tiers:
Free and guest: the LATEST fiscal year only. Every line item's {period_end: value} map has one entry and
periodslists one date. All three statements and thestatementfilter work. period= "quarterly"/"both" returns that latest annual year with quarterly=null plus apro_unlocksnote (not an error).annual_periods_availablesays how many years Pro would return.Pro: period="annual" (default) returns up to 5 fiscal years; some symbols return fewer. period="quarterly" returns up to roughly 7-8 of the most recent quarters. period="both" returns both blocks in one call.
~50-60 curated line items per statement (not a raw dump of every reported row): balance sheet structure (assets/liabilities/equity/debt/ working capital), income statement (revenue through EPS), and cash flow (operating/investing/financing, free cash flow, buybacks, stock-based comp). Coverage genuinely varies by symbol and sector - a bank has no "Inventory" line, a company with no buyback program has no "Repurchase Of Capital Stock" entry. A missing line item means it is not reported for this company, not a fetch error.
quarterly can come back null (with a quarterly_note) for a symbol whose real quarterly data isn't available. annual/quarterly can both be entirely absent (with a note) if this symbol hasn't yet been through the financials sync, or if it's not an equity (no data for ETFs/crypto/ forex/indices) - these states read the same for every tier.
For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| period | No | 'annual' (default; Pro: up to 5 fiscal years, free: the latest fiscal year), 'quarterly' (Pro: up to ~7-8 most recent quarters), or 'both' (Pro). Free/guest asking for 'quarterly' or 'both' gets the latest annual year plus a pro_unlocks note, not an error. | annual |
| symbol | Yes | Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol. | |
| statement | No | 'all' (default), 'balance_sheet', 'income_stmt', or 'cash_flow' - restricts which statement(s) are returned. | all |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already cover the safety profile (readOnly, idempotent, non-destructive), but the description goes well beyond them: tier-based availability limits, that free/guest quarterly requests return a pro_unlocks note rather than an error, that null quarterly comes with a quarterly_note, that missing line items mean 'not reported' not 'fetch error', and that values are in financial_currency. This is unusually rich behavioral disclosure.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loads the most important distinction (raw data vs derived scores) and uses a labeled Tiers block that is easy to scan. It is somewhat long and repeats tier/period rules already in the schema, costing it a point, but no sentence is purely filler.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Despite an output schema existing, the description covers every edge case an agent would need: coverage variance by sector, null/absent statement states, non-equity symbols, and tier gating. Nothing required to call or interpret the result is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, and the description's tier/period/statement detail largely restates what the schema already documents (the period tier behavior appears near-verbatim in both). It adds the response shape {line_item: {period: value}} and currency semantics, but those are return-value concerns rather than parameter meaning, so the baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific resource (raw balance sheet / income statement / cash flow line items) and explicitly distinguishes itself from the sibling get_stock by naming its forensic_scores block as the alternative for derived metrics. An agent can tell exactly what this returns without opening the schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Gives an explicit when-to-use-this vs when-to-use-that routing rule: use this for raw statement data, use get_stock().forensic_scores for Altman Z / Piotroski F / Beneish M. It also frames the caller's intent (compute own trends/deltas/CAGRs) which clarifies the use case.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_stock_historyGet Stock Price HistoryARead-onlyIdempotentInspect
Daily OHLCV price history for a stock.
days: number of trading days to return (default 90). Guest/free: max 365. Pro: full history, up to 20,000 trading days (most established names go back decades; a full pull can be ~10,000+ bars, so request only what you need).
Returns: { symbol, days_requested, days_returned, count, history[], history_available: { bars, earliest_date } } - days_returned/count can be less than days_requested if less history exists. When a guest/free caller asks for more than 365 days the response is capped at 365 and carries a
pro_unlocksnote saying what Pro adds.Per bar: date, open, high, low, close, volume
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Number of trading days of daily OHLCV history to return (default 90). Max 365 for guest and free; Pro can request the full history (up to 20,000 trading days). A full-history call can be ~10,000+ bars - prefer a narrower window unless you need it all. days_returned/count in the response can be less than this if less history exists. | |
| symbol | Yes | Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnly/idempotent/non-destructive, so the safety profile is covered. The description goes further and discloses non-obvious behavior: guest/free callers are capped at 365 days with a `pro_unlocks` note, and days_returned/count may be less than requested when history is short. That is meaningful edge-case context an agent could not infer from annotations alone.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Bulleted, front-loaded, and every bullet maps to a distinct concern (parameter, response shape, per-bar fields). It loses a point because the 'days' bullet and the return-shape bullet substantially duplicate the schema parameter description and the existing output schema.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a two-parameter read tool with full schema coverage and an output schema, the description covers everything needed to invoke it correctly: the data granularity, tier-based caps, short-history behavior, and bar fields. No gap remains that would cause a wrong call.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100% and the schema's `days` description already carries the default, the 365/20,000 tier limits, and the days_returned caveat. The description largely restates that same tier and default information, adding little semantic meaning beyond the structured fields. Baseline 3 applies when the schema does the heavy lifting.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The opening line gives a specific verb+resource: 'Daily OHLCV price history for a stock,' which clearly separates it from get_stock, get_stock_financials, and get_indicator_history by naming the exact data product (daily OHLCV bars). It stops short of explicitly naming a sibling to prefer or avoid, so it is clear but not sibling-differentiated to the top standard.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives real guidance on the 'days' parameter ('request only what you need,' 'a full pull can be ~10,000+ bars'), which is genuinely useful scoping advice. However, it never states when to use this tool instead of the adjacent get_indicator_history or get_stock, so tool-selection guidance is only implied.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_stock_newsGet Stock NewsARead-onlyIdempotentInspect
Recent news articles for one stock, newest first.
symbol: ticker, e.g. "AAPL" or "SAP.DE".
days: look-back window in days. Values above the account's maximum are lowered to it (30 or 90 days, depending on the account).
limit: max articles returned. Values above the account's maximum are lowered to it (5 or 50 articles, depending on the account).
status: "ok" = articles returned | "empty" = no news in the window.
Per article: title, published_at. Depending on the account, also ai_sentiment, ai_summary, signal_score (0-100 or null) and signal_score_band ("Weak"/"Moderate"/"Strong"/"Very Strong" or null).
signal_score is the same number get_signals() and get_stock_research() report for this symbol when a news-based signal was raised in the last 90 days; otherwise it is computed per article from that article's own classification. It is always a single number.
collapsed_count: present when several articles reported the same event (for example one analyst's target change carried by several outlets); only the newest is returned and this says how many were merged into it.
limitcounts distinct events.
Articles are published by third parties; titles and summaries describe what those articles say. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| days | No | Look-back window in days (default 30). Values above the account's maximum (30 or 90) are lowered to it. | |
| limit | No | Max articles returned (default 10). Values above the account's maximum (5 or 50) are lowered to it. | |
| symbol | Yes | Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations declare the safety profile (readOnlyHint, idempotentHint, destructiveHint=false, openWorldHint), and the description adds genuinely new behavior: days/limit are clamped to an account maximum, status can be 'ok' or 'empty', duplicate events are merged with collapsed_count and limit counts distinct events, and articles are third-party content. This is unusually rich disclosure beyond the structured fields.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Bulleted, front-loaded with the one-line purpose, and each block is scannable. It is somewhat long, and the per-article field listing partially duplicates the existing output schema, though the signal_score provenance note earns its space.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With an output schema present, return-value explanation was optional, yet the description still clarifies the non-obvious parts (signal_score tie-in to get_signals/get_stock_research, collapsed_count semantics) while covering params, clamping, and status. Nothing needed to call it correctly is missing.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the schema already documents all three parameters, and the description largely repeats it (defaults, clamping rules). The only added value is ticker format examples ('AAPL', 'SAP.DE') versus the schema's company-name fallback note, which is marginal. Baseline 3 is correct.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb and resource with scope: 'Recent news articles for one stock, newest first.' The 'for one stock' qualifier implicitly separates it from the market-wide sibling get_news_feed, but no sibling is named explicitly, so an agent must infer the boundary.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description never states when to choose this tool over get_news_feed, get_stock_research, or get_signals — it only mentions those siblings to explain provenance of signal_score. There are no explicit conditions, prerequisites, or exclusions for invocation.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_stock_researchGet Stock ResearchARead-onlyIdempotentInspect
Full AI research bundle for a stock in one call - fundamentals, AI-generated summary, recent AI-classified news, insider/institutional signal, and recent trade signal history. Replaces 4 separate calls: get_stock + get_stock_news + get_insider_activity + get_signals (for one symbol).
Returns:
stock: price, name, sector, rsi, pe_forward, market_cap, 52-week range, analyst data
ai_summary: verdict, ai_score (0-100)/ai_score_band (Weak/Moderate/Strong/ Very Strong - the AI research composite, same scale and bands as signal_score but a separate score), full summary, key_points, risks, price_at_generation, generated_at, headline (one-sentence plain-language take), near_term (stance/confidence over <4 weeks - technicals/momentum-weighted), longer_term (stance/confidence over a multi-month horizon - fundamentals/analyst/institutional-flow-weighted). headline/near_term/longer_term are null on summaries generated before this schema shipped - until that symbol's next regeneration, fall back to verdict/ai_score.
news: last 3 high-relevance articles (title, published_at, ai_sentiment, ai_summary, signal_score [0-100]/signal_score_band - this symbol's current news-sourced signal score if one exists in the last 90 days [same number as the
signalslist below and get_signals()/get_stock_news(), kept in sync as it's re-scored], else a per-article magnitude computed from that article's own classification. One name, no separate "news_score" field. The 3 are distinct events: an article carries collapsed_count when several articles about the same event were merged into it.)sentiment: signal, signal_score (0-100)/signal_score_band - one name, no separate "insider_score" field, same as the news block above - insider_trend (buying/selling/neutral, or null with no transactions in the window), institutional_pct
signals[]: up to the 5 most recent trade signals for this symbol in the last 90 days (direction, rationale, signal_score [0-100], signal_score_band [human-readable label - "Weak"/"Moderate"/"Strong"/"Very Strong" - or null alongside a null signal_score], source, expires, flagged_at). Empty if nothing in that window. Signals stay listed for the full window even after they expire.
forensic_scores: {altman_z, piotroski_f, beneish_m, computed_at} - three classic forensic-accounting formulas (Z-Score bankruptcy risk / F-Score fundamental quality / M-Score earnings-manipulation risk), computed from
stocks.financials(GH #107). Omitted entirely if this symbol has no forensic_scores doc yet - not every symbol qualifies (financial-sector companies mostly return null on all three by construction, see the field's own note text). A withheld individual score always surfaces as {"score": null, "note": ""} - never a bare 0, never silently dropped from its own sub-block. Same shape get_stock()/get_stocks() already return.
All data is pre-computed by the Stocklake AI pipeline - no AI calls on request. Pro tier only. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | Stock ticker symbol to fetch the full AI research bundle for. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already cover read-only/idempotent/closed-world safety, and the description adds genuinely new behavior: all data is pre-computed with no AI calls on request (latency and cost implication), Pro-tier gating, sync semantics between the news signal_score and get_signals, and the null/omission rules for headline, near_term, longer_term and forensic_scores. These are real operational disclosures beyond the structured fields, though they are buried in dense return-value prose rather than surfaced up front.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The purpose line is correctly front-loaded and the Returns section is bulleted, but the block runs roughly 450 words for a one-parameter tool, with nested parentheticals about score naming and field provenance that read as schema commentary. Since an output schema already exists, much of the Returns enumeration is redundant and dilutes the operative content.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given a single-symbol read tool with an output schema, the definition covers everything an agent needs: scope, tier gating, pre-computation, null-handling, and the multi-symbol alternative path. It slightly overshoots by re-documenting return fields the output schema already exposes, so it is complete but not efficiently so.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
There is only one parameter and schema description coverage is 100%, so the schema already tells the agent everything about `symbol`. The description adds only a light scoping note ('for one symbol'), never stating single-symbol-only behavior in isolation (i.e. no batch or comma-separated input). Baseline 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The first sentence names a specific verb+resource (a composite research bundle for a single stock) and enumerates the five data blocks it returns. It then explicitly names the four sibling tools it consolidates (get_stock, get_stock_news, get_insider_activity, get_signals) 'for one symbol', which makes it distinguishable from every sibling at a glance.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Usage is pinned down as 'one call replaces these 4 calls for one symbol', which scopes it to single-symbol aggregation versus the granular tools, and 'Pro tier only' plus 'not financial advice' set invocation prerequisites. An agent knows both the selecting condition and the access constraint without inference.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_stocksGet Multiple StocksARead-onlyIdempotentInspect
Batch stock data for up to 25 symbols in a single call - the same fields get_stock returns for the same key/symbol, so this is a true batch version, not a thinned-down scan. Returns a dict keyed by symbol. Missing symbols are omitted from the result. Each symbol in the batch counts as one call toward the daily limit. A request over 25 symbols is rejected outright (error: batch_too_large) rather than silently served on just the first 25 - split a larger list into multiple calls. Available to all tiers (fundamentals/indicators/company profile, free).
Pro tier adds, per symbol, the same precomputed blocks get_stock adds - rating {score, direction, signals}, signals (per-indicator breakdown), relative_strength, market_risk {beta_spy_1y, corr_spy_1y}, sector_context (revenue growth/margins vs sector median - see get_stock), and the minimum AI-narrative slice (ai_verdict, ai_headline, ai_score, ai_score_band). None of this costs an AI call on your request - it's all precomputed and just needs projecting.
NOT included, even on pro - call get_stock(symbol) for stance_signals, or get_stock_research(symbol) for the full ai_summary text (summary/key_points/ risks/near_term/longer_term) plus cross-source news/insider/signal context.
Response also carries duplicates_collapsed: how many input symbols
normalized (case-folding, share-class aliasing e.g. "BRK.B"->"BRK-B") or
literally repeated onto a symbol already counted elsewhere in this batch.
requested - len(missing or []) - duplicates_collapsed == count always holds.
| Name | Required | Description | Default |
|---|---|---|---|
| symbols | Yes | List of stock ticker symbols, up to 25 per call. Each symbol counts as one call toward the daily limit. A request over 25 symbols is rejected outright (error: batch_too_large) rather than silently served on just the first 25 - split a larger list into multiple calls. |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Goes well past the annotations (which only cover read-only/idempotent safety) by disclosing quota costs ('each symbol counts as one call toward the daily limit'), hard rejection over 25 symbols with the exact error code batch_too_large, omission of missing symbols, and dedup/normalization behavior. It also notes pro-tier blocks are precomputed and cost no AI call, which is material for cost planning.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Front-loaded with the key constraints, but the tier-content enumeration is dense and partly duplicates the schema's 25-symbol rule. The closing sentence is garbled and truncated ('requested - len(missing or []) - duplicates_collapsed == count always holds'), which costs clarity.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given an output schema exists, the description needn't explain return shape, yet it helpfully lists the tier-dependent fields and the duplicates_collapsed key. The only real hole is the malformed invariant sentence, which leaves the accounting rule ambiguous.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100%, so the 25-symbol limit and per-call cost are already documented; the description largely restates them. It does add genuine meaning beyond the schema by describing symbol normalization (case-folding, share-class aliasing like BRK.B -> BRK-B) and the duplicates_collapsed accounting.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a specific verb and resource ('batch stock data for up to 25 symbols') and explicitly positions itself as a true batch of get_stock, not a thinned-down scan. It also names the siblings that cover what it does not: get_stock for stance_signals and get_stock_research for full ai_summary.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Gives concrete when-to-use guidance (batch up to 25, split larger lists) and explicit routing for out-of-scope data ('call get_stock(symbol) for stance_signals, or get_stock_research(symbol) for the full ai_summary text'). Tier availability (free vs pro) is stated so an agent knows what it can expect from its plan.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_watchlistGet WatchlistARead-onlyIdempotentInspect
The caller's Stocklake watchlist (starred symbols from the web dashboard), enriched with latest price, technicals, and AI verdict.
Returns:
count: number of symbols on the watchlist
items[]: each with symbol, name, sector, price, change_pct, rsi, market_cap, analyst_rating, atr_pct, ai_verdict, ai_headline, ai_score (0-100), ai_score_band (Weak/Moderate/Strong/Very Strong), added_at, price_at_add
empty items[] if nothing is starred yet - star symbols at stocklake.dev/dashboard
Pro tier only. For informational purposes only. Not financial advice.
| Name | Required | Description | Default |
|---|---|---|---|
No parameters | |||
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnly, idempotent, non-destructive and closed-world, so the safety profile is covered. The description adds real context beyond that: it is Pro tier only, it returns an empty items[] rather than erroring when nothing is starred, and the result is informational and not financial advice. Missing auth/failure-mode detail keeps it short of a 5.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The purpose is front-loaded in the first sentence and each subsequent line earns its place (empty-state behavior, tier gating, disclaimer). The multi-line Returns block partly duplicates the existing output schema, which is mild redundancy but also usefully explains field meaning like the ai_score_band ordering.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a parameterless, read-only tool with a published output schema and full annotation coverage, the description supplies the remaining pieces an agent needs: entitlement (Pro tier), empty-state handling, and result interpretation. The only gap is the lack of explicit differentiation guidance versus similar read siblings.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The tool takes zero parameters, so there is no parameter semantics to explain and the baseline of 4 applies. The description correctly signals the no-argument nature by describing a caller-scoped, implicit-scope retrieval.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
States a concrete verb+resource: retrieves the caller's Stocklake watchlist, defined as starred symbols from the web dashboard, plus the enrichments applied. This clearly distinguishes it from list-style siblings such as get_stocks and from per-symbol siblings like get_stock, so an agent can pick it without opening any schema.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Usage is only implied: it is the watchlist of the calling user, and the description notes that starring happens on the web dashboard, plus what happens when nothing is starred. There is no explicit when-to-use-this-instead-of guidance against siblings like get_stocks or get_signals, and no exclusions.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
1 tool update
- Changed
get_signals1 field changed- changed
Input schema / properties / min_signal_score / descriptionPrevious value: -"Minimum composite signal score, 0-100 (default 60) - a blend of conviction/confidence/flag_score, source track record, and real technical factors. This is the field to filter on."New value: +"Minimum signal score, 0-100 (default 60) - mainly how stretched the stock is in the signal's direction. This is the field to filter on."
14 tool updates
- Added
get_analyst_trend - Changed
get_earnings_intelligence1 field changed- changed
Input schema / properties / min_ai_score / descriptionPrevious value: -"Only return stocks with AI score >= this value, 0-100 (optional). Renamed 2026-08-24 from the retired 0-10 min_flag_score — gates on the same stock_ai_summary.py ai_score field the response already returns. Applied server-side before limit truncates the result, so a qualifying stock always counts against limit ahead of one without."New value: +"Only return stocks with AI score >= this value, 0-100 (optional). Gates on the same ai_score field the response returns. Applied server-side before limit truncates the result, so a qualifying stock always counts against limit ahead of one without."
- Changed
get_economic_calendar3 fields changed- changed
Input schema / properties / days / descriptionPrevious value: -"Look-ahead window in days for upcoming events (default 3, max 14)."New value: +"Look-ahead window in days for upcoming events (default 3). Max 7 for guest and free, 14 for Pro." - changed
Input schema / properties / limit / descriptionPrevious value: -"Max results per bucket, released_recent and upcoming each capped independently (default 20, max 50)."New value: +"Max results per bucket, released_recent and upcoming each capped independently (default 20). Max 20 for guest and free, 50 for Pro." - changed
Input schema / properties / lookback_days / descriptionPrevious value: -"Look-back window in days for recently-released events (default 2, max 7). Yahoo's own actual value has a confirmed ~1-day reporting lag, so a same-day-only window misses real releases -- keep this at 2+ to reliably see them."New value: +"Look-back window in days for recently-released events (default 2). Max 2 for guest and free, 7 for Pro. Actual values arrive with about a 1-day reporting lag, so a same-day-only window misses real releases -- keep this at 2+ to reliably see them."
- Changed
get_indicator_history1 field changed- changed
Input schema / properties / full / descriptionPrevious value: -"False (default) returns only recorded_at/price/rsi/macd_histogram/bb_pct/sma20/sma200 per day — enough for most charting/trend use. True adds the specialized indicators (williams_r, ultimate_osc, vix_fix_value, williams_ad_trend, td_signal, td_phase) plus analyst_rating/analyst_target, which barely change day to day and roughly double response size over a long window."New value: +"False (default) returns only recorded_at/price/rsi/macd_histogram/bb_pct/sma20/sma200 per day - enough for most charting/trend use. True adds the specialized indicators (williams_r, ultimate_osc, vix_fix_value, williams_ad_trend, td_signal, td_phase) plus analyst_rating/analyst_target, which barely change day to day and roughly double response size over a long window."
- Changed
get_insider_activity2 fields changed- added
Input schema / properties / daysAdded value: +{ + "default": 90, + "description": "Insider-transaction window in days (default 90, max 365 on Pro; free/guest calls are capped at 90). Applies to transactions, insider_buys and insider_sells.", + "maximum": 365, + "minimum": 1, + "type": "integer" +} - changed
Input schema / properties / symbol / descriptionPrevious value: -"Stock ticker symbol to fetch insider (SEC Form 4) and institutional-holdings activity for."New value: +"Stock ticker symbol to fetch insider-filing and institutional-holdings activity for."
- Changed
get_market_movers1 field changed- changed
Input schema / properties / limit / descriptionPrevious value: -"Results per category (default 10, max 20). Each returned stock counts as one call toward your daily limit — a symbol appearing in more than one category (e.g. both \"gainers\" and \"most_active\") counts once per category it appears in."New value: +"Results per category (default 10, max 20). Each returned stock counts as one call toward your daily limit - a symbol appearing in more than one category (e.g. both \"gainers\" and \"most_active\") counts once per category it appears in."
- Changed
get_news_feed1 field changed- changed
Input schema / properties / min_signal_score / descriptionPrevious value: -"Minimum signal_score used to SELECT articles server-side, 0-100 (default 60). Resolved per-article (this symbol's live signal_score if one exists, else a per-article magnitude computed from sentiment/confidence/flag_score) since a live signal doesn't exist for every article."New value: +"Minimum signal_score, 0-100 (default 60)."
- Changed
get_screener1 field changed- changed
Input schema / properties / min_ai_score / descriptionPrevious value: -"Minimum AI score, 0-100 — pro tier only (silently ignored for free). Gates on stock_ai_summary.py's own composite ai_score, same 0-100 scale/band convention as signals.signal_score but a distinct field/pipeline (per-stock AI summary confidence, not a directional trade idea). Renamed 2026-08-24 from the retired 0-10 min_flag_score."New value: +"Minimum AI score, 0-100 - pro tier only (silently ignored for free). Gates on the AI research composite ai_score, same 0-100 scale and bands as signal_score but a separate score (per-stock AI summary strength, not a directional signal)."
- Changed
get_sector_intelligence1 field changed- changed
Input schema / properties / sector / descriptionPrevious value: -"Pass a sector name for a single sector's assessment, or omit (None) to get the latest assessment for all 11 sectors at once — the all-sectors call doubles as the rotation view."New value: +"Pass a sector name for a single sector's assessment, or omit (None) to get the latest assessment for all 11 sectors at once - the all-sectors call doubles as the rotation view."
- Changed
get_signals1 field changed- changed
Input schema / properties / min_signal_score / descriptionPrevious value: -"Minimum composite signal score, 0-100 (default 60) — a blend of conviction/confidence/flag_score, source track record, and real technical factors. This is the field to filter on."New value: +"Minimum composite signal score, 0-100 (default 60) - a blend of conviction/confidence/flag_score, source track record, and real technical factors. This is the field to filter on."
- Changed
get_stock_financials2 fields changed- changed
Input schema / properties / period / descriptionPrevious value: -"'annual' (up to 5 fiscal years, default), 'quarterly' (up to ~7-8 most recent quarters), or 'both'."New value: +"'annual' (default; Pro: up to 5 fiscal years, free: the latest fiscal year), 'quarterly' (Pro: up to ~7-8 most recent quarters), or 'both' (Pro). Free/guest asking for 'quarterly' or 'both' gets the latest annual year plus a pro_unlocks note, not an error." - changed
Input schema / properties / statement / descriptionPrevious value: -"'all' (default), 'balance_sheet', 'income_stmt', or 'cash_flow' — restricts which statement(s) are returned."New value: +"'all' (default), 'balance_sheet', 'income_stmt', or 'cash_flow' - restricts which statement(s) are returned."
- Changed
get_stock_history1 field changed- changed
Input schema / properties / days / descriptionPrevious value: -"Number of trading days of daily OHLCV history to return (default 90, max 365). days_returned/count in the response can be less than this if less history exists."New value: +"Number of trading days of daily OHLCV history to return (default 90). Max 365 for guest and free; Pro can request the full history (up to 20,000 trading days). A full-history call can be ~10,000+ bars - prefer a narrower window unless you need it all. days_returned/count in the response can be less than this if less history exists."
- Changed
get_stock_news2 fields changed- changed
Input schema / properties / days / descriptionPrevious value: -"Look-back window in days. Requesting more than your tier's cap is silently clamped down to it: 30 free/guest, 90 pro."New value: +"Look-back window in days (default 30). Values above the account's maximum (30 or 90) are lowered to it." - changed
Input schema / properties / limit / descriptionPrevious value: -"Max articles returned. Default 10 is a Pro-tier-shaped value — on free/guest it's silently clamped down to that tier's cap (5), so a free caller passing no limit effectively gets 5, not 10. Requesting more than your tier's cap (5 free/guest, 50 pro) is likewise clamped down."New value: +"Max articles returned (default 10). Values above the account's maximum (5 or 50) are lowered to it."
- Changed
get_stocks1 field changed- changed
Input schema / properties / symbols / descriptionPrevious value: -"List of stock ticker symbols, up to 25 per call. Each symbol counts as one call toward the daily limit. A request over 25 symbols is rejected outright (error: batch_too_large) rather than silently served on just the first 25 — split a larger list into multiple calls."New value: +"List of stock ticker symbols, up to 25 per call. Each symbol counts as one call toward the daily limit. A request over 25 symbols is rejected outright (error: batch_too_large) rather than silently served on just the first 25 - split a larger list into multiple calls."
1 tool update
- Changed
get_signals2 fields changed- removed
Input schema / properties / min_convictionRemoved value: -{ - "default": 7, - "description": "DEPRECATED, ignored for filtering — kept in the signature only so existing callers don't hard-fail; internal scoring retired the raw conviction/confidence/flag_score triad in favor of signal_score. Passing a non-default value here has no effect and is logged for a planned removal.", - "type": "integer" -} - removed
Input schema / properties / min_flag_scoreRemoved value: -{ - "default": 8, - "description": "DEPRECATED, ignored for filtering — kept in the signature only so existing callers don't hard-fail; internal scoring retired the raw conviction/confidence/flag_score triad in favor of signal_score. Passing a non-default value here has no effect and is logged for a planned removal.", - "type": "integer" -}
2 tool updates
- Changed
get_market_movers1 field changed- changed
Input schema / properties / min_market_cap_b / descriptionPrevious value: -"Filter to stocks above this market cap in billions of dollars, e.g. 1.0 = $1B+."New value: +"Filter to stocks above this market cap in billions of US dollars, e.g. 1.0 = $1B+ (compared against market_cap_usd)."
- Changed
get_screener2 fields changed- changed
Input schema / properties / max_market_cap_b / descriptionPrevious value: -"Maximum market cap in billions of dollars."New value: +"Maximum market cap in billions of US dollars (compared against market_cap_usd)." - changed
Input schema / properties / min_market_cap_b / descriptionPrevious value: -"Minimum market cap in billions of dollars."New value: +"Minimum market cap in billions of US dollars (compared against market_cap_usd, so non-USD listings are converted first)."
1 tool update
- Changed
get_signals1 field changed- changed
Input schema / properties / source / descriptionPrevious value: -"Filter by signal source: \"news\" | \"screener\" | \"sentiment\" | \"social\" (default: all)."New value: +"Filter by signal source: \"news\" | \"screener\" | \"sentiment\" (default: all)."
1 tool update
- Added
get_stock_financials
3 tool updates
- Added
get_economic_calendar - Changed
get_indicator_history1 field changed- added
Input schema / properties / fullAdded value: +{ + "default": false, + "description": "False (default) returns only recorded_at/price/rsi/macd_histogram/bb_pct/sma20/sma200 per day — enough for most charting/trend use. True adds the specialized indicators (williams_r, ultimate_osc, vix_fix_value, williams_ad_trend, td_signal, td_phase) plus analyst_rating/analyst_target, which barely change day to day and roughly double response size over a long window.", + "type": "boolean" +}
- Changed
get_signals2 fields changed- changed
Input schema / properties / limit / defaultPrevious value: -50New value: +25 - changed
Input schema / properties / limit / descriptionPrevious value: -"Max results to return (default 50, max 50). Each returned signal counts as one call toward your daily limit."New value: +"Max results to return (default 25, max 50). Each returned signal counts as one call toward your daily limit."
2 tool updates
- Changed
get_news_feed1 field changed- changed
Input schema / properties / min_signal_score / descriptionPrevious value: -"Minimum news_score used to SELECT articles server-side, 0-100 (default 60) — same 0-100 scale/bands as signal_score. Resolved per-article (stored value preferred, computed via the sentiment/confidence/flag_score fallback formula otherwise) since news_score is stored on only a fraction of articles today."New value: +"Minimum signal_score used to SELECT articles server-side, 0-100 (default 60). Resolved per-article (this symbol's live signal_score if one exists, else a per-article magnitude computed from sentiment/confidence/flag_score) since a live signal doesn't exist for every article."
- Changed
get_signals1 field changed- changed
Input schema / properties / direction / descriptionPrevious value: -"Filter by direction: \"POSITIVE\" | \"NEGATIVE\" | \"MIXED\" (default: all)."New value: +"Filter by direction: \"POSITIVE\" | \"NEGATIVE\" | \"NEUTRAL\" (default: all). NEUTRAL covers both a flat/undecided read and a genuinely two-sided idea (see signal_score below)."
15 tool updates
- Changed
get_earnings_calendar1 field changed- added
Input schema / properties / days / descriptionAdded value: +"Look-ahead window in days (default 7, max 30)."
- Changed
get_earnings_intelligence4 fields changed- added
Input schema / properties / days_ahead / descriptionAdded value: +"Look-ahead window in days (default 14, max 30)." - added
Input schema / properties / limit / descriptionAdded value: +"Max results to return (default 25, max 25). Each returned ticker counts as one call toward your daily limit." - added
Input schema / properties / min_ai_score / descriptionAdded value: +"Only return stocks with AI score >= this value, 0-100 (optional). Renamed 2026-08-24 from the retired 0-10 min_flag_score — gates on the same stock_ai_summary.py ai_score field the response already returns. Applied server-side before limit truncates the result, so a qualifying stock always counts against limit ahead of one without." - added
Input schema / properties / sector / descriptionAdded value: +"Filter to one sector, e.g. \"Technology\"."
- Changed
get_indicator_history2 fields changed- added
Input schema / properties / days / descriptionAdded value: +"Number of days of historical daily indicator snapshots to return (max 730, default 90). Returns {} if fewer than 3 snapshots are found in the window." - added
Input schema / properties / symbol / descriptionAdded value: +"Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol."
- Changed
get_insider_activity1 field changed- added
Input schema / properties / symbol / descriptionAdded value: +"Stock ticker symbol to fetch insider (SEC Form 4) and institutional-holdings activity for."
- Changed
get_market_assessment1 field changed- added
Input schema / properties / history_count / descriptionAdded value: +"Include the last N prior assessments for each of regime and outlook (0-3, default 0)."
- Changed
get_market_movers3 fields changed- added
Input schema / properties / category / descriptionAdded value: +"Which movers category to return: \"gainers\" | \"losers\" | \"most_active\" | \"all\" (default \"all\" = all 3 categories)." - added
Input schema / properties / limit / descriptionAdded value: +"Results per category (default 10, max 20). Each returned stock counts as one call toward your daily limit — a symbol appearing in more than one category (e.g. both \"gainers\" and \"most_active\") counts once per category it appears in." - added
Input schema / properties / min_market_cap_b / descriptionAdded value: +"Filter to stocks above this market cap in billions of dollars, e.g. 1.0 = $1B+."
- Changed
get_news_feed3 fields changed- added
Input schema / properties / days / descriptionAdded value: +"Look-back window in days (default 3, max 10)." - added
Input schema / properties / limit / descriptionAdded value: +"Max articles returned (default 10, max 25)." - added
Input schema / properties / min_signal_score / descriptionAdded value: +"Minimum news_score used to SELECT articles server-side, 0-100 (default 60) — same 0-100 scale/bands as signal_score. Resolved per-article (stored value preferred, computed via the sentiment/confidence/flag_score fallback formula otherwise) since news_score is stored on only a fraction of articles today."
- Changed
get_screener18 fields changed- added
Input schema / properties / analyst_rating / descriptionAdded value: +"Filter by analyst consensus rating: \"strong_buy\" | \"buy\" | \"hold\" | \"sell\" | \"strong_sell\"." - added
Input schema / properties / country / descriptionAdded value: +"Filter by country, e.g. \"United States\", \"Germany\"." - added
Input schema / properties / limit / descriptionAdded value: +"Max results to return, 1-25 (default 20). Each returned stock counts as one call toward your daily limit." - added
Input schema / properties / macd_signal / descriptionAdded value: +"\"positive\" (MACD line above signal) | \"negative\"." - added
Input schema / properties / max_market_cap_b / descriptionAdded value: +"Maximum market cap in billions of dollars." - added
Input schema / properties / max_pe_forward / descriptionAdded value: +"Maximum forward P/E, e.g. 20 for a value screen." - added
Input schema / properties / max_perf_1d / descriptionAdded value: +"Maximum 1-day performance %." - added
Input schema / properties / max_rsi / descriptionAdded value: +"Maximum RSI bound (e.g. max_rsi=30 = oversold)." - added
Input schema / properties / min_ai_score / descriptionAdded value: +"Minimum AI score, 0-100 — pro tier only (silently ignored for free). Gates on stock_ai_summary.py's own composite ai_score, same 0-100 scale/band convention as signals.signal_score but a distinct field/pipeline (per-stock AI summary confidence, not a directional trade idea). Renamed 2026-08-24 from the retired 0-10 min_flag_score." - added
Input schema / properties / min_market_cap_b / descriptionAdded value: +"Minimum market cap in billions of dollars." - added
Input schema / properties / min_perf_1d / descriptionAdded value: +"Minimum 1-day performance %, e.g. min_perf_1d=2.0 = up 2%+ today." - added
Input schema / properties / min_rsi / descriptionAdded value: +"Minimum RSI bound (e.g. min_rsi=70 = overbought)." - added
Input schema / properties / min_volume / descriptionAdded value: +"Minimum daily volume, e.g. 1000000." - added
Input schema / properties / preset / descriptionAdded value: +"\"oversold\" | \"overbought\" | \"momentum\" | \"high_conviction\" (pro only). oversold = RSI<=35 + above SMA200; overbought = RSI>=65; momentum = RSI 50-70, above SMA200, up 0.5%+ today; high_conviction = ai_score>=70." - added
Input schema / properties / sector / descriptionAdded value: +"Filter by sector, e.g. \"Technology\", \"Healthcare\", \"Financial Services\"." - added
Input schema / properties / sma_trend / descriptionAdded value: +"\"above_200\" (price above 200-day MA) | \"below_200\"." - added
Input schema / properties / sort_by / descriptionAdded value: +"\"market_cap\" | \"rsi\" | \"perf_1d\" | \"volume\" | \"analyst_rating\" | \"rating\" | \"ai_score\" (pro). Defaults to \"market_cap\", except the \"high_conviction\" preset defaults to \"ai_score\" (the dimension it's filtering by) unless you explicitly pass a different sort_by. Sorting by rating/ai_score silently falls back to market_cap on free/guest." - added
Input schema / properties / sort_dir / descriptionAdded value: +"Sort direction: \"asc\" | \"desc\" (default \"desc\")."
- Changed
get_sector_intelligence3 fields changed- added
Input schema / properties / history_count / descriptionAdded value: +"Include the last N prior signal states per sector, 0-3 (default 0). Only applies to the all-sectors call." - added
Input schema / properties / sector / descriptionAdded value: +"Pass a sector name for a single sector's assessment, or omit (None) to get the latest assessment for all 11 sectors at once — the all-sectors call doubles as the rotation view." - added
Input schema / properties / sort_by_strength / descriptionAdded value: +"Sort all-sectors output LEADING→LAGGING instead of alphabetical, for finding leading vs lagging sectors. Only applies to the all-sectors call; ignored when a single sector is requested."
- Changed
get_signals6 fields changed- added
Input schema / properties / direction / descriptionAdded value: +"Filter by direction: \"POSITIVE\" | \"NEGATIVE\" | \"MIXED\" (default: all)." - added
Input schema / properties / limit / descriptionAdded value: +"Max results to return (default 50, max 50). Each returned signal counts as one call toward your daily limit." - added
Input schema / properties / min_conviction / descriptionAdded value: +"DEPRECATED, ignored for filtering — kept in the signature only so existing callers don't hard-fail; internal scoring retired the raw conviction/confidence/flag_score triad in favor of signal_score. Passing a non-default value here has no effect and is logged for a planned removal." - added
Input schema / properties / min_flag_score / descriptionAdded value: +"DEPRECATED, ignored for filtering — kept in the signature only so existing callers don't hard-fail; internal scoring retired the raw conviction/confidence/flag_score triad in favor of signal_score. Passing a non-default value here has no effect and is logged for a planned removal." - added
Input schema / properties / min_signal_score / descriptionAdded value: +"Minimum composite signal score, 0-100 (default 60) — a blend of conviction/confidence/flag_score, source track record, and real technical factors. This is the field to filter on." - added
Input schema / properties / source / descriptionAdded value: +"Filter by signal source: \"news\" | \"screener\" | \"sentiment\" | \"social\" (default: all)."
- Changed
get_stock1 field changed- added
Input schema / properties / symbol / descriptionAdded value: +"Stock ticker symbol. Also accepts a company name as a fallback (e.g. \"Apple\") when it uniquely resolves to one symbol."
- Changed
get_stock_history2 fields changed- added
Input schema / properties / days / descriptionAdded value: +"Number of trading days of daily OHLCV history to return (default 90, max 365). days_returned/count in the response can be less than this if less history exists." - added
Input schema / properties / symbol / descriptionAdded value: +"Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol."
- Changed
get_stock_news3 fields changed- added
Input schema / properties / days / descriptionAdded value: +"Look-back window in days. Requesting more than your tier's cap is silently clamped down to it: 30 free/guest, 90 pro." - added
Input schema / properties / limit / descriptionAdded value: +"Max articles returned. Default 10 is a Pro-tier-shaped value — on free/guest it's silently clamped down to that tier's cap (5), so a free caller passing no limit effectively gets 5, not 10. Requesting more than your tier's cap (5 free/guest, 50 pro) is likewise clamped down." - added
Input schema / properties / symbol / descriptionAdded value: +"Stock ticker symbol. Also accepts a company name as a fallback when it uniquely resolves to one symbol."
- Changed
get_stock_research1 field changed- added
Input schema / properties / symbol / descriptionAdded value: +"Stock ticker symbol to fetch the full AI research bundle for."
- Changed
get_stocks1 field changed- added
Input schema / properties / symbols / descriptionAdded value: +"List of stock ticker symbols, up to 25 per call. Each symbol counts as one call toward the daily limit. A request over 25 symbols is rejected outright (error: batch_too_large) rather than silently served on just the first 25 — split a larger list into multiple calls."
4 tool updates
- Changed
get_earnings_intelligence2 fields changed- added
Input schema / properties / min_ai_scoreAdded value: +{ + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "default": null +} - removed
Input schema / properties / min_flag_scoreRemoved value: -{ - "anyOf": [ - { - "type": "integer" - }, - { - "type": "null" - } - ], - "default": null -}
- Changed
get_news_feed2 fields changed- removed
Input schema / properties / min_flag_scoreRemoved value: -{ - "default": 8, - "type": "integer" -} - added
Input schema / properties / min_signal_scoreAdded value: +{ + "default": 60, + "type": "integer" +}
- Changed
get_screener2 fields changed- added
Input schema / properties / min_ai_scoreAdded value: +{ + "anyOf": [ + { + "type": "integer" + }, + { + "type": "null" + } + ], + "default": null +} - removed
Input schema / properties / min_flag_scoreRemoved value: -{ - "anyOf": [ - { - "type": "integer" - }, - { - "type": "null" - } - ], - "default": null -}
- Changed
get_signals2 fields changed- changed
Input schema / properties / limit / defaultPrevious value: -25New value: +50 - added
Input schema / properties / min_signal_scoreAdded value: +{ + "default": 60, + "type": "integer" +}
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