Query market research data
query_dataQuery a registered research dataset by datasetId. Use for versioned symbol-membership universes, SEC company facts, SEC financial statements, SEC current filings, SEC full-text search, SEC filing exhibits, SEC insider transactions, SEC 13F holdings, Treasury FiscalData/yield curves, BLS series, BEA datasets, OFR funding data, and CFTC COT positioning. For person-named 13F research, resolve the legal filer from official filing/search evidence before querying holdings. A manager filing is delayed institutional disclosure, not a current personal portfolio. A symbol universe supplies membership only. Retrieve market observations through the user's exact saved broker connection. For bea_gdp_release_archive, filters.releaseYear and timezone-aware asOf select publisher-attested original annualized real-GDP growth estimates at the exact UTC release clock. Qualification covers that metric only, not current document bytes or complete history. Other historical sources must advertise their qualified capabilities; unavailable evidence fails visibly. For bls_cpi_release_archive and bls_employment_release_archive, calendar or timezone-aware asOf selects releases using their stated publication time. Original archive bytes are unverified: use available observations as an approximation and disclose that limitation. For botspot.news.public.v1, pass filters.query and optional UTC calendar timeRange bounds. This profile returns GDELT metadata only: headlines and links, not article bodies or verified ticker matches. Observation timestamps do not prove publication time or original historical availability. Full-text and historical asOf requests fail visibly. For botspot.news.alpaca.v1, optionally select an owned connection as filters.brokerCredentialId. Without an id the sole active owned Alpaca connection is reused; multiple connections return owned labels for selection. An individual Alpaca OAuth connection needs no separate news API key and may be used for research while trading through another broker. If none is available, offer the existing broker_connections connect flow; create a paper account only when requested, and never promise account creation grants a news entitlement. Pass filters.start/end as calendar dates or timezone-aware timestamps, or use calendar timeRange.startDate/endDate. Calendar dates mean UTC day boundaries. Optional filters.symbols (or entity/entities), includeContent, contentMaxChars and pageToken request one bounded page. Use contentRequirement full for complete provider bodies: mixed pages omit unavailable bodies and report them explicitly; a wholly unavailable page returns a visible error with its next cursor. Historical asOf excludes known future publication/update versions; coverage and original history remain unqualified. Legacy availabilityMode provider_versions remains accepted. Never substitute public discovery or another owner’s connection for article bodies. A complete provider body may itself be a source summary; it does not establish the full text of the linked publisher page. Preserve each article source. Do not use this for real-time prices, broker account data or options chains.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"datasetId": "<datasetId>"
},
"name": "query_data"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| asOf | No | Historical availability ceiling, preferably a timezone-aware ISO timestamp. Calendar-period selection alone is not publication-time or original-vintage replay. Release archives and SEC documents support disclosed historical approximations; some current-only sources cannot return historical evidence. | |
| limit | No | ||
| entity | No | Ticker, CIK, company/manager name, market name, or public series query depending on the dataset. For 13F holdings, use a verified legal filing manager name or CIK; resolve person names or fund nicknames from official filing evidence first. | |
| filters | No | Dataset-specific bounded filters, such as SEC forms, Treasury topic/apiPath, BLS seriesIds, BEA method/datasetName/parameters, OFR mnemonics, or CFTC reportType. | |
| metrics | No | Metric aliases or source-native series/concepts, such as revenue, CPI, unemployment, or BEA table metrics. | |
| entities | No | ||
| datasetId | Yes | Dataset id from search_data_catalog, for example sec.company_facts or bea.api_datasets. | |
| timeRange | No |