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Glama
ShahzaadAhmed

FinPilot AI

by ShahzaadAhmed
OverviewSchemaRelated ServersScoreDiscussions
TypeScript
Hybrid

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
GMAIL_USERNoYour Gmail address used for sending emails.
GMAIL_APP_PASSWORDNoYour 16-character Gmail app password for authentication.

Capabilities

Features and capabilities supported by this server

CapabilityDetails
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

NameDescription
calculateC

Perform basic arithmetic calculations

convert_temperatureB

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

NameDescription
calculator_helpGet help with calculator operations

Resources

Contextual data attached and managed by the client

NameDescription
Calculator OperationsList of available calculator operations
Health ChecksCurrent health status of all registered health checks
Calculator ResultUI component for Calculator Result
Stock PriceUI component for Stock Price
Market NewsUI component for Market News
Financial DashboardUI component for Financial Dashboard
Financial RatiosUI component for Financial Ratios
Valuation ModelUI component for Valuation Model
Risk AssessmentUI component for Risk Assessment
Portfolio DiversificationUI component for Portfolio Diversification
Investment ReportUI component for Investment Report
Orchestrator PlanUI component for Orchestrator Plan
Widget ExamplesProvides metadata and examples for all registered UI widgets

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