generate_analyst_report

Instructions

Implementation Reference

• src/analytics.ts:493-556 (handler)

  The main handler function that executes the generate_analyst_report tool logic. It generates comprehensive reports based on the subject (company/sector) and report_type, fetching data from DB and other analytics methods.

  async generateAnalystReport(subject: string, reportType: string, includeCharts: boolean = true): Promise<any> {
    try {
      const report = {
        subject: subject,
        report_type: reportType,
        generated_date: new Date().toISOString(),
        executive_summary: '',
        sections: {},
        charts: includeCharts ? [] : null,
        conclusions: [],
        recommendations: []
      };
  
      switch (reportType) {
        case 'company_deep_dive':
          const company = await this.db.getCompanyBySymbol(subject);
          if (!company) throw new Error(`Company ${subject} not found`);
  
          report.sections = {
            company_overview: company,
            financial_metrics: {
              market_cap: company.market_cap,
              pe_ratio: company.price_to_earnings || company.pe_ratio,
              sector: company.sector
            },
            governance_analysis: await this.getCompanyGovernanceAnalysis(company),
            market_position: await this.getCompanyMarketPosition(company),
            risk_assessment: await this.assessInvestmentRisk(subject),
            recent_developments: await this.db.getRecentNews(company.id, 10)
          };
          
          report.executive_summary = this.generateCompanyExecutiveSummary(report.sections);
          break;
  
        case 'sector_overview':
          const sectorCompanies = await this.db.getCompaniesBySector(subject);
          const sectorAnalysis = await this.getSectorCorrelationAnalysis(30);
  
          report.sections = {
            sector_overview: {
              sector_name: subject,
              company_count: sectorCompanies.length,
              total_market_cap: sectorCompanies.reduce((sum, c) => sum + (c.market_cap || 0), 0)
            },
            performance_analysis: sectorAnalysis,
            key_players: sectorCompanies.slice(0, 10),
            market_trends: await this.analyzeTrends('sector_trend', subject, 30),
            competitive_landscape: await this.analyzeSectorCompetition(sectorCompanies)
          };
          break;
  
        // Add other report types as needed
        default:
          throw new Error(`Unknown report type: ${reportType}`);
      }
  
      report.conclusions = this.generateReportConclusions(report);
      report.recommendations = this.generateReportRecommendations(report);
  
      return report;
    } catch (error) {
      throw new Error(`Report generation failed: ${error}`);
    }
  }

• src/index.ts:458-480 (registration)

  Registers the 'generate_analyst_report' tool in the MCP server's listTools handler, including name, description, and input schema.

    name: 'generate_analyst_report',
    description: 'Generate a comprehensive analyst report for a company, sector, or market theme',
    inputSchema: {
      type: 'object',
      properties: {
        subject: {
          type: 'string',
          description: 'Company symbol, sector name, or theme to analyze',
        },
        report_type: {
          type: 'string',
          enum: ['company_deep_dive', 'sector_overview', 'governance_analysis', 'market_opportunity', 'risk_assessment'],
          description: 'Type of report to generate',
        },
        include_charts: {
          type: 'boolean',
          description: 'Whether to include data visualizations (text-based)',
          default: true,
        },
      },
      required: ['subject', 'report_type'],
    },
  },

• src/index.ts:678-684 (schema)

  The dispatch handler in the main CallToolRequestSchema that validates input via args and delegates to the analytics handler.

  case 'generate_analyst_report':
    result = await this.analytics.generateAnalystReport(
      (args as any)?.subject,
      (args as any)?.report_type,
      (args as any)?.include_charts !== false
    );
    break;