pairbook-mcp
Officialpairbook-mcp
面向 PairBook 的 MCP 服务器和 CLI。PairBook 是覆盖 4,700+ 美国股票和 ETF 的相关性与 ETF 重叠引擎。1130 万个可能配对中的任意一对都可以比较:52,000+ 热门配对已预先计算好,并带有来自发行方的持仓重叠数据;其余所有组合则根据周度收益序列按需计算。底层 JSON API 免费且静态,无需密钥,每个交易日美股收盘后刷新。
你可以向 AI 助手提出这样的问题:“我的投资组合是否过于集中?”、“QQQ 和 VOO 的相关性有多高?重叠程度如何?” 或 “帮我找找 NVDA 的分散化标的”,它就能用最新、有来源的数据回答,而不是凭空猜测。
MCP 配置
Claude Code
claude mcp add pairbook -- npx -y pairbook-mcpCursor:一键安装:
Claude Desktop:将以下内容添加到 claude_desktop_config.json:
{
"mcpServers": {
"pairbook": {
"command": "npx",
"args": ["-y", "pairbook-mcp"]
}
}
}任何其他 MCP 客户端都以相同方式工作:通过 stdio 运行 npx -y pairbook-mcp。
Related MCP server: TickerAPI
工具
工具 | 功能说明 |
| 整个投资组合(2 至 30 个持仓):欧拉风险贡献、分散化比率和独立风险押注、相关性区块、相对 SPY 的回撤、所持基金之间的 ETF 重叠警告 |
| 两只资产的相关性(1/3/5 年,周度)、协方差、相对 S&P 500 的 beta、波动率和持仓重叠 |
| 单只资产:beta、波动率、收益、相关性最高的资产 |
| 与给定资产 3 年相关性最低/最负的标的 |
| 周度收益序列(最多 156 周),用于自定义计算 |
| 在覆盖范围内将 "nvidia" 解析为 NVDA |
投资组合分析
给它一个完整的投资组合(2 至 30 个持仓,权重可选),它会告诉你哪些持仓是冗余的、风险集中在哪里、什么才是真正的分散化,以及你所持的 ETF 在底层是否重叠:
pairbook portfolio AAPL:25 MSFT:25 NVDA:20 JNJ:15 XOM:15RISK
volatility 16.7% (weighted average of the parts: 29.0%)
beta vs SPY 0.99 market explains 73% of the moves (R2)
max drawdown -17.4% (2024-12-05 to 2025-04-03, SPY: -16.9%)
RISK BUDGET (share of portfolio risk vs share of capital)
NVDA ############ 43.1% risk 20% capital beta 2.18 risk engine <- 20% of the capital but 43% of the risk
AAPL ######## 27.1% risk 25% capital beta 1.06 diversifier
...MCP 工具 analyze_portfolio 以结构化 JSON 返回相同的分析:欧拉风险贡献、分散化比率和独立风险押注、同涨同跌的相关性区块、相对 SPY 的回撤,以及所持 ETF 之间来自发行方的重叠警告(QQQ 和 VOO 持有 53.5% 相同的股票,这是其他投资组合工具都无法报告的)。每个公式都记录在 docs/methodology.md 中,不变量由测试覆盖,且所有内容均非预测或建议。
命令行
同样的数据,直接在终端中使用,无需安装:
npx -y -p pairbook-mcp pairbook QQQ VOO或在执行 npm i -g pairbook-mcp 之后:
pairbook QQQ VOO # compare two assets
pairbook NVDA # one asset's profile
pairbook search nvidia # find a ticker
pairbook AAPL MSFT --json退出码:成功为 0,任何错误为 1(错误输出到 stderr)。--json 会在 stdout 上打印一个有效的 JSON 文档,因此 pairbook qqq voo --json | jq .correlation_weekly 可以直接使用。
DGRO vs SCHD (data as of 2026-08-27)
correlation 1y 0.74 3y 0.88 5y 0.93
beta vs SPY DGRO 0.65 SCHD 0.52
volatility DGRO 11.4% SCHD 12.9%
overlap 20.8% across 32 common holdings (issuer files 2026-08-26)
https://www.pairbook.io/pair/dgro-vs-schd/适用范围
PairBook 是专家型工具:专注于相关性、重叠和分散化结构。它与提供行情、基本面和新闻的通用市场数据 MCP 服务器搭配得很好,因此可以同时安装两者,让您的助手结合使用它们。
数据
所有数据均来自免费的 PairBook API:相关性基于周度收益(1/3/5 年窗口)计算,重叠数据来自发行方投资组合披露,每个交易日重新计算。该数据集还以 CSV 下载 的形式发布,并带有 DOI。
免费使用,但需注明出处(链接回 pairbook.io)。仅涵盖美国上市股票和 ETF。此处内容均不构成投资建议。
隐私
服务器和 CLI 完全在您的机器上运行,且为只读。它们仅调用一个主机(www.pairbook.io)来获取公开市场数据,在用户代理中通过版本和 surface 字符串标识自身,除此之外不发送任何内容:没有提示词、没有对话内容、没有个人数据、没有遥测。完整政策:pairbook.io/privacy。
许可证
MIT © VoidLab
Available Tools
6 toolsanalyze_portfolioAnalyze a portfolioARead-onlyIdempotent
Whole-portfolio risk and diversification analysis for 2 to 30 US stocks or ETFs: which positions are redundant, where the risk concentrates (Euler risk contributions), what actually diversifies, portfolio volatility, beta and market R2, diversification ratio, effective number of independent bets, correlation blocks that move together, max drawdown of the mix vs SPY, and issuer-sourced holdings-overlap warnings between the ETFs held. Use compare_pair for just two assets. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.
| Name | Required | Description | Default |
|---|---|---|---|
| detail | No | auto (default) includes the correlation matrix up to 12 positions; compact never includes it | |
| positions | Yes | The holdings. Example: [{symbol:'AAPL',weight:40},{symbol:'MSFT',weight:30},{symbol:'SCHD',weight:30}] |
Output Schema
| Name | Required | Description |
|---|---|---|
| meta | Yes | |
| flags | Yes | |
| notes | Yes | |
| terms | No | |
| clusters | Yes | |
| drawdown | Yes | |
| portfolio | Yes | |
| positions | Yes | |
| redundant_pairs | Yes | |
| correlation_matrix | No | |
| etf_overlap_warnings | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint, idempotentHint, and destructiveHint, but the description adds substantial behavioral context beyond those: weekly close frequency, once-per-trading-day refresh, no intraday data, coverage limits, holdings-overlap warnings, and error behavior for unknown tickers. It does not contradict the annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is dense but every clause carries information: scope, outputs, alternatives, exclusions, data cadence, limitations, and error handling. The key purpose is front-loaded, and the alternative routing appears mid-description in a natural place. No filler or repetition of schema details is present.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a complex analysis tool with an output schema and safety annotations, the description covers everything needed to invoke it correctly: input constraints, supported asset types, data freshness, excluded instruments, error behavior, and sibling routing. It is complete enough that an agent can select and call this tool without further inference.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema already has 100% description coverage for positions and detail, so the baseline is 3. The description adds context beyond the schema by clarifying the asset universe, position count range, and ticker-resolution requirement, which helps the agent choose valid parameter values. It does not need to repeat schema-level normalization rules, so a 4 is warranted.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description names a specific verb and resource: whole-portfolio risk and diversification analysis for 2 to 30 US stocks or ETFs. It enumerates concrete outputs (Euler risk contributions, diversification ratio, effective number of bets, correlation blocks) and immediately distinguishes itself from the compare_pair sibling.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly says 'Use compare_pair for just two assets,' which is a direct alternative-routing instruction. It also gives exclusions (no crypto, no foreign listings, no inverse/leveraged funds) and tells the agent to resolve unknown tickers with resolve_symbol first, making when-to-use and when-not-to-use clear.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
compare_pairCompare two assetsARead-onlyIdempotent
Correlation (weekly returns), annualized covariance, beta vs S&P 500, volatility, max drawdown, calendar-year returns, fund facts (fees, yield, AUM) or stock fundamentals (market cap, P/E), and ETF holdings overlap with top common positions, for a pair of US stocks or ETFs. Popular pairs come from PairBook's precomputed matrix; any other pair of covered symbols is computed on demand from the weekly return series. Example: a=QQQ, b=VOO. Symbol order does not matter. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.
| Name | Required | Description | Default |
|---|---|---|---|
| a | Yes | First ticker, e.g. AAPL or SPY | |
| b | Yes | Second ticker, e.g. MSFT or VOO |
Output Schema
| Name | Required | Description |
|---|---|---|
| a | Yes | |
| b | Yes | |
| docs | No | |
| fund | No | |
| note | No | |
| page | No | |
| as_of | Yes | |
| terms | No | |
| fundamentals | No | |
| beta_vs_spy_3y | No | |
| holdings_overlap | No | |
| computed_on_demand | No | |
| correlation_weekly | Yes | |
| max_drawdown_3y_pct | No | |
| volatility_ann_pct_3y | No | |
| covariance_ann_pct2_3y | No | |
| calendar_year_returns_pct | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Beyond the readOnlyHint/idempotentHint/destructiveHint annotations, the description reveals important behaviors: popular pairs are served from a precomputed matrix, any other pair is computed on demand from weekly returns, data refreshes once per trading day, and unknown tickers produce an error. These are precisely the behavioral traits an agent needs to set expectations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is dense but every sentence earns its place: output list, coverage universe, computation mode, example, commutativity, limitations, refresh cadence, and error handling. The most important purpose is front-loaded, and details are logically organized rather than padded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a pairwise comparison tool with an output schema and safety annotations, this description is complete: it defines the symbol universe, data frequency, computation path, return value caveats, and failure mode. An agent can determine correct usage and expected behavior without needing supplemental information.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema already documents both parameters at 100% coverage, so the baseline is 3. The description adds material value by explicitly stating 'Symbol order does not matter' and providing a concrete example (a=QQQ, b=VOO), which removes a likely ambiguity about whether parameter order is significant.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly specifies the verb 'Compare' with a resource ('a pair of US stocks or ETFs') and enumerates the exact outputs computed, from correlation and beta to holdings overlap. This clearly differentiates it from siblings like symbol_profile and analyze_portfolio, which are single-asset or multi-asset portfolio tools.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives strong usage context: it covers US-listed equities/ETFs only, excludes crypto, foreign listings, inverse/leveraged funds, and intraday data, and explicitly instructs agents to call resolve_symbol first for unknown tickers. It stops short of naming sibling alternatives such as find_diversifiers or analyze_portfolio for when a single comparison is not the right fit.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
find_diversifiersFind diversifiersARead-onlyIdempotent
Assets with the lowest or most negative 3-year correlation to the given US stock or ETF, each with its name and kind so you can screen them. Raw lowest-correlation list: it can contain leveraged/inverse ETNs, volatility products and illiquid micro-caps. Check name and kind before presenting anything as a portfolio diversifier. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | Ticker to diversify away from, e.g. QQQ |
Output Schema
| Name | Required | Description |
|---|---|---|
| docs | No | |
| name | No | |
| page | No | |
| as_of | Yes | |
| terms | No | |
| symbol | Yes | |
| caution | No | |
| diversifiers_3y | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Although annotations already mark this as read-only and idempotent, the description adds substantial behavioral context: the raw list may contain leveraged/inverse ETNs, volatility products, and illiquid micro-caps, so name and kind must be checked before presenting results. It also discloses weekly-close data, once-per-day refresh, and error behavior for unknown tickers. This goes well beyond the annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is dense but every clause earns its place: purpose, output elements, caveats, coverage scope, data frequency, and error handling. The key purpose is front-loaded, and the warnings are packed into a compact but readable warning block. Nothing is redundant with the schema or annotations.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a one-parameter read-only tool with an output schema, the description covers all essential operational knowledge: coverage universe, refresh cadence, error behavior, and important content warnings. An agent has enough information to invoke it correctly and to interpret results safely.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 100% and the single parameter has a clear description ('Ticker to diversify away from, e.g. QQQ'). The tool description adds extra meaning by specifying that the ticker must be a US stock or ETF and that unknown tickers error out. This is valuable enrichment beyond the schema field.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description opens with a specific verb and resource: it finds assets with the lowest or most negative 3-year correlation to a given US stock or ETF. It also mentions the output includes name and kind, making the tool's function and scope clear. This distinguishes it from siblings like symbol_profile or compare_pair.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives clear context for when the tool is appropriate: US-listed stocks and ETFs only, no crypto, no foreign listings, no intraday data. It also tells the agent to resolve unknown tickers via resolve_symbol first, which is direct cross-tool guidance. It does not explicitly name alternative siblings for related tasks, but the conditions are strong enough for an agent to select it correctly.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
resolve_symbolResolve a tickerARead-onlyIdempotent
Find the ticker for a company or fund name (e.g. 'nvidia' -> NVDA) across PairBook's ~4,700 covered US stocks and ETFs. Call this before other tools whenever the exact ticker is uncertain or a lookup returned not-found.
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | Maximum matches to return (default 8) | |
| query | Yes | Company or fund name, or partial ticker |
Output Schema
| Name | Required | Description |
|---|---|---|
| note | No | |
| matches | Yes | |
| total_matches | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnlyHint, idempotentHint, and destructiveHint, so the safety profile is fully covered. The description adds useful context about the coverage universe (~4,700 US stocks/ETFs) and that it can match company names or partial tickers, but it does not substantially expand on behavioral details beyond what annotations and schema already indicate.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is only two sentences, with the core purpose and an example stated first, followed by the usage directive. Every sentence earns its place, and there is no redundant or filler content.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
The tool is simple with only two parameters, rich annotations, and an output schema. The description covers the purpose, usage timing, and scope, so an agent has everything needed to select and invoke it correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 100%, so the parameter semantics are already fully documented in the schema. The description adds a helpful example for 'query' but no additional meaning for 'limit' or deeper formatting details, so the baseline of 3 is appropriate.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states a specific action ('Find the ticker'), the target resource (PairBook's ~4,700 covered US stocks and ETFs), and gives a concrete example ('nvidia' -> NVDA). It is clearly distinguished from siblings like compare_pair or weekly_returns because it is specifically a name-to-ticker resolver.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly tells the agent when to use this tool: 'Call this before other tools whenever the exact ticker is uncertain or a lookup returned not-found.' This provides clear procedural guidance relative to all siblings, making the intended invocation order unambiguous.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
symbol_profileAsset profileARead-onlyIdempotent
One US stock or ETF: beta vs S&P 500, annualized volatility, 1/3/5-year returns, max drawdown, calendar-year returns, fund facts or stock fundamentals, and its most correlated assets. For diversification candidates use find_diversifiers. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | Ticker, e.g. NVDA or SCHD |
Output Schema
| Name | Required | Description |
|---|---|---|
| docs | No | |
| fund | No | |
| kind | No | |
| name | No | |
| page | No | |
| as_of | Yes | |
| group | No | |
| terms | No | |
| symbol | Yes | |
| return_pct | No | |
| fundamentals | No | |
| beta_vs_spy_3y | No | |
| diversifiers_3y | No | |
| most_correlated_3y | No | |
| max_drawdown_3y_pct | No | |
| volatility_ann_pct_3y | No | |
| calendar_year_returns_pct | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Beyond the annotations, the description adds meaningful behavioral context: data uses weekly closes, refreshes once per trading day, excludes intraday data, covers only US-listed stocks/ETFs, and returns an error for unknown tickers. These details clarify what the agent can expect and pre-empt common failure modes.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is dense but efficient: it front-loads the returned profile fields, then provides routing guidance, coverage constraints, refresh cadence, and error handling. Every sentence contributes necessary information without redundancy.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the single required parameter, the presence of an output schema, and the annotations, the description is complete. It covers intended use, sibling alternatives, universe restrictions, data frequency, and error behavior, leaving no practical gap for an agent deciding whether and how to call this tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema already documents the single symbol parameter with an example, so schema coverage is 100%. The description adds extra semantic context by clarifying that the symbol must be a US stock or ETF, describing coverage limits, and noting that unknown tickers produce an error resolvable with resolve_symbol.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly identifies the resource (a single US stock or ETF) and enumerates the metrics returned, including beta, volatility, returns, drawdown, and correlated assets. It also distinguishes itself from find_diversifiers, though it lacks an explicit action verb and does not differentiate against all siblings like compare_pair or analyze_portfolio.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description gives explicit routing guidance: 'For diversification candidates use find_diversifiers.' It also states when the tool should be used versus alternatives by defining the universe and exclusions, and directs users to resolve_symbol for unknown tickers before calling this tool.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
weekly_returnsWeekly return seriesARead-onlyIdempotent
Weekly return series for one US stock or ETF (W-FRI, most recent last, all series end on the same Friday so tails align across symbols), for custom correlation or risk math. Covers ~4,700 US-listed stocks and ETFs only (no crypto, no foreign listings, no inverse/leveraged short funds, no intraday data); figures use weekly closes and refresh once per trading day. Unknown tickers return an error: resolve them with resolve_symbol first.
| Name | Required | Description | Default |
|---|---|---|---|
| weeks | No | Only return the most recent N weeks (default: all, up to 156) | |
| symbol | Yes | Ticker, e.g. AAPL |
Output Schema
| Name | Required | Description |
|---|---|---|
| docs | No | |
| freq | No | |
| as_of | Yes | |
| terms | No | |
| symbol | Yes | |
| returns | Yes | |
| window_weeks | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
Annotations already declare readOnly, idempotent, and non-destructive, so the description adds substantial behavioral context: W-FRI weekly closes, most recent last, aligned end Fridays, ~4,700 US-listed symbols only, exclusions, once-per-trading-day refresh, and error behavior for unknown tickers. No contradiction with annotations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
One dense paragraph with useful details front-loaded: series format and target use come first, coverage and refresh constraints follow. Slightly long but every clause conveys a distinct operational fact.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a two-parameter tool with rich annotations and an output schema, the description covers the essential usage context: data scope, exclusions, refresh cadence, calendar alignment, and error handling. An agent has enough information to select and call the tool correctly.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Input schema covers both parameters at 100%, and the description adds extra meaning beyond the schema: symbol domain restrictions (US-listed stocks/ETFs, no crypto/foreign/inverse funds), unknown-ticker error behavior, and the weekly cadence. This meaningfully supplements the schema's basic type descriptions.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clearly states the tool returns a weekly return series for one US stock or ETF, with an explicit purpose ('for custom correlation or risk math'). The single-symbol scope and series alignment details distinguish it from sibling tools like compare_pair, analyze_portfolio, and find_diversifiers.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Names the intended use case ('custom correlation or risk math') and explicitly instructs users to resolve unknown tickers with resolve_symbol first. It does not enumerate when to choose this tool over every sibling, but the constraints and workflow guidance are clear.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
6 tool updates
v1.3.1- First observed
analyze_portfolio - First observed
compare_pair - First observed
find_diversifiers - First observed
resolve_symbol - First observed
symbol_profile - First observed
weekly_returns
TDQS
Scored across 6 tools
Each tool targets a distinct level of analysis: single-symbol profile, pair comparison, portfolio analysis, raw return series, ticker resolution, and diversifier discovery. The only mild ambiguity is between compare_pair and analyze_portfolio for two-asset cases, but the descriptions explicitly state analyze_portfolio should be used for 2–30 assets and compare_pair for just two.
Tool names are uniformly lowercase and underscore-separated, and most follow verb_noun structure: compare_pair, find_diversifiers, resolve_symbol, analyze_portfolio. symbol_profile and weekly_returns break that pattern slightly by being noun phrases, but the naming remains predictable and readable.
Six tools is a well-scoped set for a financial analytics server: symbol resolution, single-asset profile, pair analysis, portfolio analysis, raw data access, and diversifier discovery each cover a distinct workflow without redundancy.
The core analytical workflows are well covered: resolving tickers, profiling a single asset, comparing pairs, finding diversifiers, fetching raw returns, and analyzing a full portfolio. Minor gaps remain, such as no bulk multi-symbol return/correlation endpoint or a standalone holdings-overlap tool, but agents can work around these with existing tools.
Maintenance
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