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JerBouma

Finance Toolkit

search_metrics

Read-onlyIdempotent

Search across financial metrics by keyword with typo tolerance, finding relevant tools even with minor spelling errors or abbreviations.

Instructions

Search across all metrics by keyword with typo tolerance.

    Supports minor typos and common financial abbreviations. Tokens
    shorter than four characters bypass fuzzy matching and require an
    exact substring hit.

    Args:
        query: Free-text search string, e.g. ``'debt'``,
            ``'moving average'``, ``'sharpe'``, or ``'retun on equty'``.

    Returns:
        str: Markdown table of matching tools sorted by relevance score,
            or a guidance message when no strong matches are found.
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
queryYesFree-text keyword to search across all metric names and descriptions, e.g. 'sharpe', 'debt', or 'moving average'.

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

Discloses typo tolerance, fuzzy matching rules for tokens <4 chars, and return format (Markdown table or guidance message), adding value beyond readOnly and idempotent annotations.

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?

Very concise: one sentence for purpose, then bullet-point details. No wasted words, well-structured.

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?

Sufficient for a simple search tool with one parameter: covers behavior, return format, and fuzzy details. Could mention when to prefer siblings.

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 already covers the query parameter with 100% description coverage; description adds example queries ('debt', 'moving average', etc.) that help understanding.

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?

Description clearly states the tool searches across all metrics by keyword with typo tolerance, distinguishing it from category-based siblings like search_by_category.

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

Usage Guidelines3/5

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

Implied usage for fuzzy keyword search across metrics, but no explicit when-to-use or alternatives compared to siblings like search_instruments.

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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