FinPilot AI
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| GMAIL_USER | No | Your Gmail address used for sending emails. | |
| GMAIL_APP_PASSWORD | No | Your 16-character Gmail app password for authentication. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tasks | {
"list": {},
"cancel": {},
"requests": {
"tools": {
"call": {}
}
}
} |
| tools | {
"listChanged": true
} |
| prompts | {
"listChanged": true
} |
| resources | {
"subscribe": true,
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| calculateC | Perform basic arithmetic calculations |
| convert_temperatureC | Convert temperature units based on file content or direct input. Supports Celsius (C) and Fahrenheit (F). |
| get_stock_priceA | Retrieve the current real-time stock price and historical data for a given ticker symbol. |
| get_market_newsA | Retrieve real market news articles for a specific stock. |
| get_financial_statementsB | Retrieve the income statement, balance sheet, or cash flow statement for a company. |
| calculate_financial_ratiosB | Calculate and retrieve key financial ratios like P/E, Debt-to-Equity, and ROE. |
| run_dcf_valuationB | Runs a Discounted Cash Flow (DCF) model to estimate the intrinsic value of a stock using live free cash flows. |
| get_risk_assessmentB | Assess the live risk profile of a company including beta. |
| analyze_portfolio_diversificationB | Analyze the sector and asset class diversification of a given stock portfolio. |
| generate_investment_reportC | Aggregates findings into a comprehensive AI investment report. |
| email_investment_reportB | Emails an investment report to a specified address. |
| orchestrate_financial_analysisB | Coordinates multiple agents (Market Data, Financials, Valuation) to produce a unified analysis of a stock. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| calculator_help | Get help with calculator operations |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| Calculator Operations | List of available calculator operations |
| Health Checks | Current health status of all registered health checks |
| Calculator Result | UI component for Calculator Result |
| Stock Price | UI component for Stock Price |
| Market News | UI component for Market News |
| Financial Dashboard | UI component for Financial Dashboard |
| Financial Ratios | UI component for Financial Ratios |
| Valuation Model | UI component for Valuation Model |
| Risk Assessment | UI component for Risk Assessment |
| Portfolio Diversification | UI component for Portfolio Diversification |
| Investment Report | UI component for Investment Report |
| Orchestrator Plan | UI component for Orchestrator Plan |
| Widget Examples | Provides metadata and examples for all registered UI widgets |
TDQS
Scored across 12 tools
The financial tools are largely distinct, but generate_investment_report and orchestrate_financial_analysis have overlapping purposes as both produce analysis output. The generic calculate and convert_temperature tools are clearly separate but irrelevant to finance.
Most financial tools follow a clear verb_noun pattern (e.g., get_stock_price, calculate_financial_ratios). However, 'calculate' and 'convert_temperature' break the pattern and are not thematically aligned, creating inconsistency.
With 12 tools, the count is within the ideal range for a specialized server. However, two utility tools are unnecessary padding for a financial analysis domain, making the set slightly less focused.
The core financial analysis workflow is well covered: market data, financials, ratios, valuation, risk, portfolio analysis, report generation, and emailing. Minor gaps exist, such as no direct tool for comparing companies, but the major lifecycle is present.