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Publish strategy

publish_strategy

Runs a backtest spec (same format as run_backtest) on the server and publishes it to the FinzData Hub as a public, reproducible strategy page at data.finzdata.com/s/, forward-tracked daily from today. Only server-computed results are stored. Costs one backtest; free accounts may publish 3 a day. visibility='private' keeps it unlisted.

Input Schema

NameRequiredDescriptionDefault
specYesBacktest spec (see run_backtest).
as_ofNoPoint-in-time cutoff (YYYY-MM-DD). Nothing dated after this is returned, preventing look-ahead bias. Defaults to today (UTC).
titleYes1-120 characters.
visibilityNo
descriptionNoHypothesis: why it should work and what would falsify it.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Added

TDQS

A4.6/5.0
Behavior5/5

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

Annotations only say readOnly=false, openWorld=true, idempotent=false, destructive=false; the description adds substantially more: results become public at a URL, tracking starts today and runs daily, only server-computed results are stored (no client tampering), it consumes one backtest credit, and free accounts are rate-limited to 3/day. It also discloses the private-visibility escape hatch, so the agent knows the default exposure is public.

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

Conciseness5/5

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

Three sentences, front-loaded with the action and its public consequence, then the tracking behavior, then cost/rate/visibility constraints. Every clause carries information an agent needs; nothing is redundant with the schema or annotations.

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

Completeness4/5

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

No output schema exists, and the description implies a slug/URL result without stating the actual return shape (slug, url, run id). Everything else an agent needs for a mutating, publicly-visible, credit-consuming operation — cost, limits, exposure, idempotency implications — is covered.

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

Parameters4/5

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

Schema coverage is already 80%, but the description still adds meaning: the 'spec' parameter is the same format as run_backtest, and visibility='private' is explained as 'keeps it unlisted', clarifying the enum's real effect. as_of, title, and description semantics are left entirely to the schema, so it does not fully compensate for the remaining gap.

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

Purpose5/5

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

States a specific verb+resource ('Runs a backtest spec ... and publishes it to the FinzData Hub') plus the concrete outcome: a public, reproducible strategy page at data.finzdata.com/s/<slug>, forward-tracked daily. It also distinguishes itself from the sibling run_backtest by noting the spec format is shared but the effect (publication) is new.

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

Usage Guidelines4/5

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

Gives clear context for when this applies — you have a backtest spec and want a published, forward-tracked page — and names run_backtest as the format reference. It also adds operational guidance (costs one backtest, 3/day on free accounts) but does not explicitly contrast with register_strategy or fork_strategy, which an agent could plausibly confuse with publishing.

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

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