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sablier-ai

Sablier MCP Server

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by sablier-ai

add_feature

Destructive

Add a ticker to the feature catalog and load its historical data in one call. Validates the ticker, auto-fills metadata, and converts currency to USD for immediate use in portfolios and models.

Instructions

Add a ticker to the feature catalog AND populate its historical data in one call — the feature is ready to use in portfolios / conditioning sets / models as soon as this tool returns. IMPORTANT: First use search_features to check if the ticker already exists — calling add_feature for an existing ticker returns a 409 error. Specify source ('yahoo' for stocks/ETFs/futures, 'fred' for rates/economic indicators). Validates the ticker exists on the source API and auto-populates metadata (display_name, category, units, etc.) from the API response.

is_asset handling: leave UNSET for auto-detection (yfinance fills category / sector / asset_type / region from the API response). Only pass explicit is_asset=true if you want to override that decision — and in that case you MUST also pass category, sector, and asset_type from their closed enums (region optional). Listing the valid values:

  • category: 'equity', 'fixed_income', 'credit', 'rates', 'fx', 'commodity', 'volatility', 'economic', 'crypto', 'inflation', 'employment', 'growth', 'corporate', 'thematic', 'sector', 'region'

  • sector: 'Technology', 'Healthcare', 'Financials', 'Consumer Discretionary', 'Consumer Staples', 'Industrials', 'Energy', 'Materials', 'Communication Services', 'Utilities', 'Real Estate', 'Fixed Income', 'FX', 'Commodities', 'Cryptocurrency', 'Alternatives', 'Broad Market', 'International Equity', 'Factor'

  • asset_type: 'Stock', 'ETF', 'Bond ETF', 'Crypto', 'Commodity', 'Currency ETF', 'Futures'

  • region: 'US', 'Europe', 'Global', 'Asia', 'EM', 'Japan', 'China', 'Brazil', 'India', 'Korea', 'Taiwan', 'Vietnam', 'Latin America', 'Australia' Takes a few seconds while historical data is fetched.

Currency handling: non-USD tickers (e.g. .KS Korea, .L London, .DE Frankfurt, .T Tokyo, .HK Hong Kong, .SS Shanghai) are auto-translated to USD. The corresponding FX pair (e.g. KRWUSD=X for .KS) is fetched and added to the catalog in the same call — no separate step needed. Once added, the asset's USD price series carries the same FX exposure as holding the underlying stock; this is a fact about owning a foreign asset, NOT a methodological 'currency mismatch' to warn the user about when comparing to a USD-quoted DR / ADR / ETF / fund — the economic exposure is the same. Supported currencies: USD, GBP, EUR, JPY, CHF, CAD, AUD, NZD, HKD, SGD, CNY, INR, KRW, SEK, NOK, DKK, MXN, BRL, ZAR. Unsupported currencies return a clear 400 error.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
unitsNoUnits (e.g. 'USD', 'percent', 'index'). Auto-detected if omitted.
regionNoOptional geographic bucket. Valid values: 'US', 'Europe', 'Global', 'Asia', 'EM', 'Japan', 'China', 'Brazil', 'India', 'Korea', 'Taiwan', 'Vietnam', 'Latin America', 'Australia'.
sectorNoRequired when is_asset=true. Valid values: 'Technology', 'Healthcare', 'Financials', 'Consumer Discretionary', 'Consumer Staples', 'Industrials', 'Energy', 'Materials', 'Communication Services', 'Utilities', 'Real Estate', 'Fixed Income', 'FX', 'Commodities', 'Cryptocurrency', 'Alternatives', 'Broad Market', 'International Equity', 'Factor'. Auto-detected when is_asset is unset.
sourceYesData source: 'yahoo' (stocks, ETFs, futures) or 'fred' (rates, economic)
tickerYesTicker symbol (e.g. 'AAPL', 'DFF', 'CL=F')
categoryNoRequired when is_asset=true. Valid values: 'equity', 'fixed_income', 'credit', 'rates', 'fx', 'commodity', 'volatility', 'economic', 'crypto', 'inflation', 'employment', 'growth', 'corporate', 'thematic', 'sector', 'region'. Auto-detected when is_asset is left unset.
is_assetNoTrue for portfolio assets, False for conditioning factors. **Auto-detected when left UNSET** — recommended for most adds. If you pass True explicitly, category + sector + asset_type become required (closed enums).
data_typeNoOptional. Valid values: 'price', 'rate', 'index', 'level', 'volume', 'bounded', 'ratio', 'spread', 'volatility'. Auto-detected if omitted.
asset_typeNoRequired when is_asset=true. Valid values: 'Stock', 'ETF', 'Bond ETF', 'Crypto', 'Commodity', 'Currency ETF', 'Futures'. Auto-detected when is_asset is unset.
descriptionNoBrief description
display_nameNoHuman-readable name (e.g. 'Apple Inc.'). Auto-detected if omitted.
skip_validationNoSkip ticker validation against source API

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Beyond the annotations (openWorldHint, destructiveHint), the description discloses critical behavioral traits: it populates historical data, auto-fetches metadata, takes a few seconds, auto-translates non-USD currencies and adds an FX pair, and returns a 409 for existing tickers. It also clarifies the currency exposure nuance to prevent user confusion. No contradiction with annotations; instead, it enriches them with concrete side effects and error conditions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is long but well-structured with bold headers for is_asset handling and currency handling. It front-loads the core action and purpose, then dives into necessary nuances. The enum lists are somewhat redundant with the schema but are presented coherently for the override case. It earns its length given the tool's complexity, though a slightly tighter delivery could improve conciseness.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity (12 parameters, auto-detection logic, currency conversion, and side effects), the description is remarkably complete. It covers all key usage scenarios, edge cases (existing ticker, unsupported currency), and explains the return readiness. The presence of an output schema means return values need not be detailed, and the description properly focuses on behavioral and preconditions.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With 100% schema coverage, the baseline is 3, but the description adds substantial semantic meaning beyond the schema. It explains how is_asset auto-detection works, when category/sector/asset_type become required, and lists the exact allowed enum values in a consolidated context. It also clarifies how units, display_name, and other fields are auto-detected, which the schema merely mentions. This is a paradigm of description adding value over the schema.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's purpose with a specific verb and resource: 'Add a ticker to the feature catalog AND populate its historical data in one call.' It explains the outcome (feature ready for use) and distinguishes this from search_features by requiring a check for existing tickers. Although it doesn't explicitly compare to add_features_batch, the singular 'a ticker' and the detailed single-add workflow make the purpose unmistakable.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides explicit usage guidance: 'First use search_features to check if the ticker already exists' and warns about 409 errors for existing tickers. It also gives source selection advice ('yahoo' vs 'fred'). However, it does not explicitly mention the batch alternative (add_features_batch) for adding multiple tickers, so it stops short of fully distinguishing from all siblings.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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