ibex35-mcp

Instructions

Implementation Reference

• src/analytics.ts:559-625 (handler)

  Main handler function for screen_opportunities tool. Screens IBEX 35 companies based on criteria like P/E ratio, market cap, sectors, etc., scores them, and returns top opportunities.
  async screenOpportunities(criteria: any, limit: number = 10): Promise<any> { try { const companies = await this.db.getAllCompanies(); const screening = { criteria: criteria, total_companies_screened: companies.length, opportunities: [], screening_date: new Date().toISOString(), summary: {} }; // Apply screening filters let filteredCompanies = companies; if (criteria.pe_ratio_min !== undefined || criteria.pe_ratio_max !== undefined) { filteredCompanies = filteredCompanies.filter(company => { const pe = company.price_to_earnings || company.pe_ratio; if (pe === null || pe === undefined) return false; if (criteria.pe_ratio_min !== undefined && pe < criteria.pe_ratio_min) return false; if (criteria.pe_ratio_max !== undefined && pe > criteria.pe_ratio_max) return false; return true; }); } if (criteria.market_cap_min !== undefined || criteria.market_cap_max !== undefined) { filteredCompanies = filteredCompanies.filter(company => { if (!company.market_cap) return false; if (criteria.market_cap_min !== undefined && company.market_cap < criteria.market_cap_min) return false; if (criteria.market_cap_max !== undefined && company.market_cap > criteria.market_cap_max) return false; return true; }); } if (criteria.sectors && criteria.sectors.length > 0) { filteredCompanies = filteredCompanies.filter(company => criteria.sectors.some(sector => company.sector?.toLowerCase().includes(sector.toLowerCase()) ) ); } if (criteria.exclude_sectors && criteria.exclude_sectors.length > 0) { filteredCompanies = filteredCompanies.filter(company => !criteria.exclude_sectors.some(sector => company.sector?.toLowerCase().includes(sector.toLowerCase()) ) ); } // Score and rank opportunities const scoredOpportunities = await this.scoreOpportunities(filteredCompanies, criteria); screening.opportunities = scoredOpportunities.slice(0, limit); screening.summary = { companies_passed_screening: scoredOpportunities.length, top_scoring_sector: this.getTopSector(scoredOpportunities), average_score: scoredOpportunities.length > 0 ? scoredOpportunities.reduce((sum, opp) => sum + opp.score, 0) / scoredOpportunities.length : 0 }; return screening; } catch (error) { throw new Error(`Opportunity screening failed: ${error}`); } }
• src/index.ts:482-541 (schema)

  Input schema definition for the screen_opportunities tool, specifying parameters like screening_criteria (with PE ratios, market caps, sectors) and limit.
  name: 'screen_opportunities', description: 'Screen for investment opportunities based on specific criteria (value, growth, dividend, ESG, etc.)', inputSchema: { type: 'object', properties: { screening_criteria: { type: 'object', properties: { pe_ratio_max: { type: 'number', description: 'Maximum P/E ratio', }, pe_ratio_min: { type: 'number', description: 'Minimum P/E ratio', }, market_cap_min: { type: 'number', description: 'Minimum market capitalization', }, market_cap_max: { type: 'number', description: 'Maximum market capitalization', }, sectors: { type: 'array', items: { type: 'string', }, description: 'Specific sectors to include', }, exclude_sectors: { type: 'array', items: { type: 'string', }, description: 'Sectors to exclude', }, performance_period: { type: 'number', description: 'Days to look back for performance metrics', default: 30, }, governance_quality: { type: 'string', enum: ['high', 'medium', 'low', 'any'], description: 'Required governance quality level', default: 'any', }, }, }, limit: { type: 'number', description: 'Maximum number of opportunities to return', default: 10, }, }, required: ['screening_criteria'], }, },
• src/index.ts:686-688 (registration)

  Registration and dispatch handler in the MCP server that calls the analytics.screenOpportunities method when screen_opportunities tool is invoked.
  case 'screen_opportunities': result = await this.analytics.screenOpportunities((args as any)?.screening_criteria, (args as any)?.limit || 10); break;
• src/analytics.ts:1001-1033 (helper)

  Helper function to score and rank filtered companies based on criteria like PE ratio, market cap, and sector for opportunity screening.
  private async scoreOpportunities(companies: any[], criteria: any): Promise<any[]> { const scored = companies.map(company => { let score = 5.0; // Base score // Scoring based on P/E ratio const pe = company.price_to_earnings || company.pe_ratio; if (pe && pe < 15) score += 1.0; if (pe && pe > 25) score -= 0.5; // Scoring based on market cap if (company.market_cap > 10e9) score += 0.5; // Large cap bonus if (company.market_cap < 1e9) score -= 0.3; // Small cap penalty // Scoring based on sector if (company.sector && ['banking', 'technology', 'healthcare'].includes(company.sector.toLowerCase())) { score += 0.3; } return { company: company, symbol: company.symbol, name: company.name, sector: company.sector, score: Math.max(0, Math.min(10, score)), // Clamp between 0-10 key_metrics: { market_cap: company.market_cap, pe_ratio: pe } }; }); return scored.sort((a, b) => b.score - a.score); }
• src/analytics.ts:1035-1045 (helper)

  Helper function to determine the top scoring sector from screened opportunities.
  private getTopSector(opportunities: any[]): string { const sectorCounts = {}; opportunities.forEach(opp => { const sector = opp.sector || 'Other'; sectorCounts[sector] = (sectorCounts[sector] || 0) + 1; }); return Object.entries(sectorCounts).reduce((top, [sector, count]) => count > (sectorCounts[top] || 0) ? sector : top, 'Other' ); }