toolSets.ts•7.44 kB
import type { ToolSet, ToolSetDefinition } from "../types/index.js";
/**
* Comprehensive tool sets mapping based on FMP API structure
*/
export const TOOL_SETS: Record<ToolSet, ToolSetDefinition> = {
// Basic search and discovery
search: {
name: "Search & Directory",
description:
"Search for stocks, company information, and directory services",
decisionCriteria: "Find companies, lookup symbols, discover investments",
modules: ["search", "directory"],
},
// Core company data
company: {
name: "Company Profile & Info",
description:
"Company profiles, executives, employees, and core business information",
decisionCriteria: "Get company details, executive info, business profiles",
modules: ["company"],
},
// Real-time market data
quotes: {
name: "Real-time Quotes",
description: "Real-time stock quotes, price changes, and market data",
decisionCriteria: "Check current prices, monitor market activity, track price changes",
modules: ["quotes"],
},
// Financial statements and analysis
statements: {
name: "Financial Statements",
description:
"Income statements, balance sheets, cash flow, ratios, and financial analysis",
decisionCriteria: "Analyze financial performance, assess company health, review financial statements",
modules: ["statements"],
},
// Events and calendar data
calendar: {
name: "Financial Calendar",
description:
"Earnings calendar, dividends, IPOs, stock splits, and corporate events",
decisionCriteria: "Track earnings dates, corporate events, dividend schedules",
modules: ["calendar", "earnings-transcript"],
},
// Price charts and historical data
charts: {
name: "Price Charts & History",
description: "Historical price data, charts, and market movements",
decisionCriteria: "View price history, analyze trends, examine market movements",
modules: ["chart"],
},
// News and press releases
news: {
name: "Financial News",
description: "Market news, press releases, and financial articles",
decisionCriteria: "Access market news, press releases, financial articles",
modules: ["news"],
},
// Analyst coverage
analyst: {
name: "Analyst Coverage",
description:
"Analyst estimates, price targets, ratings, and recommendations",
decisionCriteria: "Get analyst ratings, price targets, research recommendations",
modules: ["analyst"],
},
// Market performance metrics
"market-performance": {
name: "Market Performance",
description:
"Sector performance, market movements, gainers, losers, and most active stocks",
decisionCriteria: "Monitor sector performance, find gainers/losers, track market activity",
modules: ["market-performance", "market-hours"],
},
// Insider trading data
"insider-trades": {
name: "Insider Trading",
description: "Corporate insider trading activity and ownership changes",
decisionCriteria: "Track insider trading activity, ownership changes",
modules: ["insider-trades"],
},
// Institutional ownership
institutional: {
name: "Institutional Holdings",
description: "13F filings, institutional ownership, and fund holdings",
decisionCriteria: "View institutional holdings, 13F filings, fund ownership",
modules: ["form-13f"],
},
// Market indexes
indexes: {
name: "Market Indexes",
description: "Stock market indexes, constituents, and index performance",
decisionCriteria: "Access index data, constituents, benchmark performance",
modules: ["indexes"],
},
// Economic data
economics: {
name: "Economic Data",
description: "Treasury rates, economic indicators, and macroeconomic data",
decisionCriteria: "Get economic indicators, treasury rates, macro data",
modules: ["economics", "cot"],
},
// Cryptocurrency data
crypto: {
name: "Cryptocurrency",
description: "Cryptocurrency prices, charts, and market data",
decisionCriteria: "Access cryptocurrency prices, crypto market data",
modules: ["crypto"],
},
// Foreign exchange
forex: {
name: "Foreign Exchange",
description: "Currency pairs, forex rates, and foreign exchange data",
decisionCriteria: "Get currency exchange rates, forex market data",
modules: ["forex"],
},
// Commodities trading
commodities: {
name: "Commodities",
description: "Commodity prices, futures, and commodity market data",
decisionCriteria: "Track commodity prices, futures, raw materials",
modules: ["commodity"],
},
// ETFs and mutual funds
"etf-funds": {
name: "ETFs & Mutual Funds",
description: "ETF and mutual fund holdings, performance, and information",
decisionCriteria: "Analyze ETF/fund holdings, performance, fund data",
modules: ["fund", "fundraisers"],
},
// ESG and sustainability
esg: {
name: "ESG & Sustainability",
description: "Environmental, Social, and Governance ratings and data",
decisionCriteria: "Access ESG ratings, sustainability data, environmental scores",
modules: ["esg"],
},
// Technical analysis
"technical-indicators": {
name: "Technical Indicators",
description: "Technical analysis indicators like RSI, SMA, EMA, and more",
decisionCriteria: "Calculate technical indicators, RSI, moving averages",
modules: ["technical-indicators"],
},
// Government trading
senate: {
name: "Government Trading",
description: "Congressional and Senate trading disclosures",
decisionCriteria: "Track government trading, congressional disclosures",
modules: ["government-trading"],
},
// SEC filings
"sec-filings": {
name: "SEC Filings",
description: "SEC filings, regulatory documents, and corporate disclosures",
decisionCriteria: "Access SEC filings, regulatory documents, 8-K/10-K forms",
modules: ["sec-filings"],
},
// Earnings and transcripts
earnings: {
name: "Earnings & Transcripts",
description: "Earnings reports, call transcripts, and earnings analysis",
decisionCriteria: "Get earnings transcripts, call recordings, earnings analysis",
modules: ["earnings-transcript"],
},
// Valuation models
dcf: {
name: "DCF Valuation",
description: "Discounted cash flow models and company valuations",
decisionCriteria: "Perform DCF valuation, calculate intrinsic value",
modules: ["dcf"],
},
// Bulk data access
bulk: {
name: "Bulk Data",
description: "Bulk data downloads for large-scale analysis",
decisionCriteria: "Download bulk data, large datasets, batch operations",
modules: ["bulk"],
},
};
/**
* Get modules for the specified tool sets
* @param toolSets Array of tool set names to load
* @returns Array of module names to register
*/
export function getModulesForToolSets(toolSets: ToolSet[]): string[] {
const modules = new Set<string>();
for (const toolSet of toolSets) {
const definition = TOOL_SETS[toolSet];
if (definition) {
definition.modules.forEach((module) => modules.add(module));
}
}
return Array.from(modules);
}
/**
* Get all available tool sets for help/documentation
*/
export function getAvailableToolSets(): Array<{
key: ToolSet;
definition: ToolSetDefinition;
}> {
return Object.entries(TOOL_SETS).map(([key, definition]) => ({
key: key as ToolSet,
definition,
}));
}