classify_sector

Instructions

Implementation Reference

• server.py:281-288 (handler)

  The classify_sector function that classifies a muni bond description into a sector using keyword rules (SECTOR_RULES). Returns 'Other / Unclassified' if no keyword matches.

  def classify_sector(description: str) -> str:
      """Classify a muni bond description into a sector. Order matters — more
      specific rules first (e.g. 'school revenue' → Education not Revenue)."""
      d = f" {description.lower()} "
      for sector, keywords in SECTOR_RULES:
          if any(k in d for k in keywords):
              return sector
      return "Other / Unclassified"

• server.py:154-182 (helper)

  SECTOR_RULES list of (sector_name, [keywords]) tuples used by classify_sector. Ordered by specificity with rules for Healthcare, Housing, Education, Water/Utility, Transportation, IDB, Tobacco, Pension, Refunding, GO, and Revenue.

  SECTOR_RULES: list[tuple[str, list[str]]] = [
      ("Healthcare / Hospital", [
          "hospital", "health", "medical center", "healthcare", "nursing", "senior living"
      ]),
      ("Housing", [
          "housing", "multifamily", "single family", "residential mortgage"
      ]),
      ("Education / Schools", [
          "school", "district", "education", "university", "college", "student loan"
      ]),
      ("Water / Sewer / Utility", [
          "water", "sewer", "wastewater", "utility", "electric", "power", "gas system"
      ]),
      ("Transportation", [
          "transport", "toll", "turnpike", "bridge", "port", "airport", "aviation",
          "transit", "highway", "road", "metro"
      ]),
      ("Industrial Development / IDB", [
          "industrial development", "idb", "economic development", "development revenue"
      ]),
      ("Tobacco Settlement", ["tobacco"]),
      ("Pension / OPEB", ["pension", "opeb"]),
      ("Refunding", ["refunding"]),
      ("General Obligation", [
          "general obligation", " go ", "(go)", "unlimited tax", "limited tax",
          "school building", "public improvement"
      ]),
      ("Revenue", ["revenue"]),
  ]

• server.py:443-456 (schema)

  Tool registration schema for classify_sector — takes a single required 'description' string parameter. Output is JSON with description and sector fields.

      name="classify_sector",
      description=(
          "Classify a muni bond issue description into a sector using the same "
          "keyword rules the calendar tool uses. Useful to show Marciano the "
          "classifier is deterministic, not a black box."
      ),
      inputSchema={
          "type": "object",
          "properties": {
              "description": {"type": "string"},
          },
          "required": ["description"],
      },
  ),

• server.py:903-905 (registration)

  Dispatch handler for classify_sector in call_tool/_dispatch. Extracts 'description' from args and returns {'description': ..., 'sector': classify_sector(desc)}.

  if name == "classify_sector":
      desc = args.get("description", "")
      return {"description": desc, "sector": classify_sector(desc)}