save_material
Save a document to a fund's Materials directory. Detects duplicates and stores changed content under a dated name, preventing overwrites.
Instructions
Download one document into the fund's Materials directory. Never overwrites earlier documents: identical content is reported as 'duplicate', changed content is stored under a dated name.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"fund_id": "<fund_id>",
"url": "<url>"
},
"name": "save_material"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| url | Yes | Document URL (fact sheet, prospectus, KID, index methodology, ...) | |
| fund_id | Yes | FundsDataSets.ID the document belongs to | |
| filename | No | Override the stored file name |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||