FinanceMCP

Instructions

Implementation Reference

• src/tools/marginTrade.ts:32-104 (handler)

  Core handler function for the 'margin_trade' tool. Dispatches to specific data fetchers based on 'data_type', calls Tushare API via helpers, formats results, and handles errors.

  async run(args: { 
    data_type: string;
    ts_code?: string;
    start_date: string;
    end_date?: string;
    exchange?: string;
  }) {
    try {
      console.log('融资融券数据查询参数:', args);
      
      const TUSHARE_API_KEY = TUSHARE_CONFIG.API_TOKEN;
      const TUSHARE_API_URL = TUSHARE_CONFIG.API_URL;
      
      if (!TUSHARE_API_KEY) {
        throw new Error('请配置TUSHARE_TOKEN环境变量');
      }
  
      let data;
      let formattedOutput;
  
      switch (args.data_type) {
        case 'margin_secs':
          // 融资融券标的（盘前更新）
          data = await fetchMarginSecs(args, TUSHARE_API_KEY, TUSHARE_API_URL);
          formattedOutput = formatMarginSecs(data, args);
          break;
          
        case 'margin':
          // 融资融券交易汇总
          if (!args.ts_code) {
            throw new Error('融资融券交易汇总查询需要提供股票代码(ts_code)');
          }
          data = await fetchMarginSummary(args, TUSHARE_API_KEY, TUSHARE_API_URL);
          formattedOutput = formatMarginSummary(data, args);
          break;
          
        case 'margin_detail':
          // 融资融券交易明细
          if (!args.ts_code) {
            throw new Error('融资融券交易明细查询需要提供股票代码(ts_code)');
          }
          data = await fetchMarginDetail(args, TUSHARE_API_KEY, TUSHARE_API_URL);
          formattedOutput = formatMarginDetail(data, args);
          break;
          
        case 'slb_len_mm':
          // 做市借券交易汇总
          data = await fetchSlbLenMm(args, TUSHARE_API_KEY, TUSHARE_API_URL);
          formattedOutput = formatSlbLenMm(data, args);
          break;
          
        default:
          throw new Error(`不支持的数据类型: ${args.data_type}`);
      }
  
      if (!data || data.length === 0) {
        throw new Error(`未找到相关融资融券数据`);
      }
      
      return {
        content: [{ type: "text", text: formattedOutput }]
      };
  
    } catch (error) {
      console.error('融资融券数据查询错误:', error);
      return {
        content: [{ 
          type: "text", 
          text: `查询融资融券数据时发生错误: ${error instanceof Error ? error.message : '未知错误'}` 
        }]
      };
    }
  }

• src/tools/marginTrade.ts:6-30 (schema)

  Input schema defining parameters for the margin_trade tool, including data_type, ts_code, dates, and exchange.

  parameters: {
    type: "object",
    properties: {
      data_type: {
        type: "string",
        description: "数据类型，可选值：margin_secs(融资融券标的股票)、margin(融资融券交易汇总)、margin_detail(融资融券交易明细)、slb_len_mm(做市借券交易汇总)"
      },
      ts_code: {
        type: "string",
        description: "股票代码，如'000001.SZ'、'600000.SH'等（部分接口可选）"
      },
      start_date: {
        type: "string",
        description: "起始日期，格式YYYYMMDD，如'20240101'"
      },
      end_date: {
        type: "string",
        description: "结束日期，格式YYYYMMDD，如'20240131'（可选，默认为当前日期）"
      },
      exchange: {
        type: "string",
        description: "交易所代码，可选值：SSE(上海证券交易所)、SZSE(深圳证券交易所)、BSE(北京证券交易所)，仅margin_secs接口使用"
      }
    },
    required: ["data_type", "start_date"]

• src/index.ts:229-233 (registration)

  Registration of margin_trade tool in the ListTools handler, exposing name, description, and inputSchema.

  {
    name: marginTrade.name,
    description: marginTrade.description,
    inputSchema: marginTrade.parameters
  },

• src/index.ts:360-367 (registration)

  Dispatch registration in CallToolRequestSchema handler, extracting arguments and invoking marginTrade.run.

  case "margin_trade": {
    const data_type = String(request.params.arguments?.data_type);
    const ts_code = request.params.arguments?.ts_code ? String(request.params.arguments.ts_code) : undefined;
    const start_date = String(request.params.arguments?.start_date);
    const end_date = request.params.arguments?.end_date ? String(request.params.arguments.end_date) : undefined;
    const exchange = request.params.arguments?.exchange ? String(request.params.arguments.exchange) : undefined;
    return normalizeResult(await marginTrade.run({ data_type, ts_code, start_date, end_date, exchange }));
  }

• src/tools/marginTrade.ts:189-237 (helper)

  Core helper function that makes HTTP POST requests to Tushare API, parses responses, and converts to structured data. Used by all fetch functions.

  async function callTushareAPI(params: any, apiUrl: string, apiName: string) {
    console.log(`请求${apiName}数据，参数:`, params.params);
  
    const controller = new AbortController();
    const timeoutId = setTimeout(() => controller.abort(), TUSHARE_CONFIG.TIMEOUT);
  
    try {
      const response = await fetch(apiUrl, {
        method: "POST",
        headers: {
          "Content-Type": "application/json"
        },
        body: JSON.stringify(params),
        signal: controller.signal
      });
  
      clearTimeout(timeoutId);
  
      if (!response.ok) {
        throw new Error(`Tushare API请求失败: ${response.status}`);
      }
  
      const data = await response.json();
  
      if (data.code !== 0) {
        throw new Error(`Tushare API错误: ${data.msg}`);
      }
  
      if (!data.data || !data.data.items || data.data.items.length === 0) {
        return [];
      }
  
      const fieldsArray = data.data.fields;
      const resultData = data.data.items.map((item: any) => {
        const result: Record<string, any> = {};
        fieldsArray.forEach((field: string, index: number) => {
          result[field] = item[index];
        });
        return result;
      });
  
      console.log(`成功获取到${resultData.length}条${apiName}数据记录`);
      return resultData;
  
    } catch (error) {
      clearTimeout(timeoutId);
      throw error;
    }
  }