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vdalhambra
by vdalhambra

PyPI version License: MIT Python 3.11+ Glama MCP Server

FinanceKit MCP

AIエージェントのための金融市場インテリジェンス — Model Context Protocol (MCP) を介したリアルタイムの株価、テクニカル分析、暗号資産データ、およびポートフォリオの洞察。

FinanceKitは、Claude Code、Cursor、Windsurf、およびあらゆるAIエージェントに金融市場データへの即時アクセスを提供するMCPサーバーです。株式や暗号資産にAPIキーは不要です。

今すぐ試す — インストール不要: MCPize PlaygroundでFinanceKitを開く — ブラウザで実行可能、無料枠(月間100コール)あり

ユースケース

FinanceKitをインストールすると、AIエージェントに以下のような具体的な質問ができるようになります:

  • 「TSLAの完全なテクニカル分析を実行して、買い時かどうか教えて」 — RSI、MACD、ボリンジャーバンド、ADX、ストキャスティクス、パターン検出の結果と、平易な英語でのシグナル要約を取得

  • 「過去6ヶ月間のAAPL、MSFT、GOOGLのパフォーマンスを比較して」 — リターン、ボラティリティ、シャープレシオ、最大ドローダウンの並列比較

  • 「私のポートフォリオを分析して:AAPL:50, NVDA:20, MSFT:30, AMZN:10」 — 合計価値、セクター配分、集中リスク、分散スコアの算出

  • 「今トレンドの暗号資産は何?注目すべきものはある?」 — CoinGeckoからの価格データとモメンタムを伴うトレンドコインの表示

  • 「市場の概要を教えて — 主要指数はどうなっている?」 — S&P 500、NASDAQ、ダウ、VIX、市場センチメントを1回の呼び出しで取得

  • 「ビットコインは買われすぎ?RSIとボリンジャーバンドの分析を見せて」 — 株式だけでなく、暗号資産でも完全なテクニカル分析が可能

Related MCP server: Financial Data MCP Server

なぜFinanceKitなのか?

機能

FinanceKit MCP

Yahoo Finance API

Alpha Vantage

TradingView

Claude Code / Cursorで動作

はい

いいえ

いいえ

いいえ

APIキー不要

はい

はい

いいえ (無料枠)

いいえ

テクニカル分析内蔵

10種類以上の指標

生データのみ

限定的

手動

暗号資産と株式を1つのツールで

はい

株式のみ

別々のAPI

手動

ポートフォリオ分析

はい

いいえ

いいえ

いいえ

MCPネイティブ (stdio + HTTP)

はい

RESTのみ

RESTのみ

Webのみ

無料

はい

はい

レート制限あり

有料

ツール (12)

株式

ツール

説明

stock_quote

現在価格、変動、出来高、PER、時価総額

company_info

セクター、財務、評価指標、説明

multi_quote

最大10個のティッカーのバッチ見積もり

暗号資産

ツール

説明

crypto_price

価格、時価総額、1時間/24時間/7日間の変動、ATHデータ

crypto_trending

CoinGeckoでのトレンドコイン上位10位

crypto_search

名前またはシンボルでコインを検索

crypto_top_coins

時価総額順のコイン上位N位

テクニカル分析

ツール

説明

technical_analysis

完全な分析:RSI、MACD、ボリンジャーバンド、SMA/EMA、ADX、ストキャスティクス、ATR、OBV + パターン検出(ゴールデンクロス、デッドクロス、買われすぎ/売られすぎ)と平易な英語でのシグナル要約

price_history

要約統計量を含む過去のOHLCVデータ

市場概要

ツール

説明

market_overview

主要指数 (S&P 500, NASDAQ, ダウ)、VIX、市場センチメント

ポートフォリオと比較

ツール

説明

compare_assets

リターン、ボラティリティ、シャープレシオ、ドローダウンの並列比較

portfolio_analysis

合計価値、配分比率、セクター内訳、集中リスク

インストール

⭐ 推奨: MCPize (ホスト型、設定不要)

最も素早く開始する方法です。ターミナルも設定ファイルもPythonのセットアップも不要で、あらゆるMCPクライアントで動作します:

👉 MCPizeでFinanceKitをインストール — 無料枠あり(月間100コール)

または、MCP設定に直接追加してください:

{
  "mcpServers": {
    "financekit": {
      "url": "https://financekit-mcp.mcpize.run/mcp"
    }
  }
}

なぜMCPizeなのか?

  • ✅ セットアップ不要 — Claude Desktop、Cursor、Windsurf、Claude Codeですぐに動作

  • ✅ 常に最新 — 新機能が自動的にデプロイされます

  • ✅ 拡張性 — Proプラン(月額29ドル)にアップグレードすると、10,000コール、優先サポート、すべてのプレミアムツールが利用可能

  • ✅ 高い稼働率 — 管理されたクラウドインフラストラクチャ

  • ✅ 分析 — エージェントがどのようにツールを使用しているかを追跡

チーム、ビジネス、エンタープライズを含むすべてのプランについては、以下の料金を参照してください。


💻 上級者向け: セルフホスト (開発者向け)

サーバーをローカルで実行したい場合:

claude mcp add financekit -- uvx --from financekit-mcp financekit
{
  "mcpServers": {
    "financekit": {
      "command": "uvx",
      "args": ["--from", "financekit-mcp", "financekit"]
    }
  }
}
pip install financekit-mcp
financekit
git clone https://github.com/vdalhambra/financekit-mcp.git
cd financekit-mcp
uv sync
uv run financekit
npx -y @smithery/cli install @vdalhambra/financekit --client claude

注意: セルフホストは全機能にアクセスできますが、アップデート、稼働時間、インフラストラクチャの管理は自分で行う必要があります。ほとんどのユーザーにはMCPizeの方が適しています。


料金

プラン

価格

月間コール数

内容

Free

$0

100

5つの基本ツール (見積もり、企業情報、暗号資産価格)

Hobby

$9/月

2,500

ほとんどのツール — ポートフォリオや市場概要はなし

Pro

$29/月

10,000

12個の全ツール + 優先サポート + プレミアム機能

Team

$79/月

50,000

Pro + 5シート + CSVエクスポート + メールサポート

Business

$179/月

200,000

Team + Webhook + アラート + SLA

Enterprise

$499/月

無制限

Business + ホワイトラベル + オンプレミス + 専用サポート

年間プラン: 2ヶ月分無料(10ヶ月分の支払いで12ヶ月利用可能)。

バンドル: SiteAudit MCP との組み合わせで 月額39ドル (Pro Combo — 19%オフ)。

👉 MCPizeですべての料金を見る

データソース

  • 株式: Yahoo Finance (yfinance経由) — 無料、APIキー不要

  • 暗号資産: CoinGecko API (無料枠、月間1万コール)

  • テクニカル指標: ta ライブラリを使用してローカルで計算 (RSI, MACD, ボリンジャーバンド, ADX, ストキャスティクス, ATR, OBV)

API呼び出しを最小限に抑えるため、すべてのデータはキャッシュされます:見積もり (60秒)、過去データ (1時間)、暗号資産 (2分)、企業情報 (24時間)。

テクニカル分析の出力

Symbol: AAPL
Current Price: 260.48
Indicators:
  RSI(14): 55.65 — neutral
  MACD: histogram positive — bullish momentum
  Bollinger Bands: price within bands — normal
  SMA(50): 260.84
  ADX: 18.3 — weak/no trend
Patterns:
  Golden Cross: false
  Overbought: false

ポートフォリオ分析の出力

Total Value: $45,230.50
Positions: 3
Concentration Risk: MODERATE
Sector Breakdown:
  Technology: 85.2%
  Communication Services: 14.8%

互換性のあるAIエージェント

FinanceKitは、Model Context ProtocolをサポートするあらゆるAIエージェントやIDEで動作します:

  • Claude Code (CLI) — claude mcp add

  • Claude Desktopclaude_desktop_config.json

  • Cursor.cursor/mcp.json

  • Windsurf — MCP設定

  • Copilot — MCP設定

  • あらゆるMCPクライアント — stdioまたはHTTPトランスポート

プロジェクトの支援

FinanceKitが役に立った場合は、継続的な開発の支援をご検討ください:

ライセンス

MIT

Available Tools

17 tools
company_infoA
Read-only

Get detailed company information including sector, financials, and valuation metrics.

Returns company description, sector, industry, market cap, P/E ratio, revenue, profit margins, and other fundamental data.

ParametersJSON Schema
NameRequiredDescriptionDefault
symbolYesStock ticker symbol (e.g., AAPL, GOOGL)

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true. The description adds value by specifying the types of data returned (sector, financials, valuation), which goes beyond the annotation. It does not mention any side effects or rate limits, but for a read-only tool this is acceptable.

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

Conciseness5/5

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

Two sentences with no wasted words. The first sentence states the purpose and scope; the second elaborates on the data. Front-loaded and efficient.

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

Completeness4/5

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

Given the presence of an output schema, the description need not explain return values. It covers the main categories of data returned. However, it could clarify data freshness or coverage scope (e.g., all exchanges, delay). Still, it is adequate for a read tool.

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

Parameters3/5

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

Schema coverage is 100% and the schema itself describes the 'symbol' parameter clearly. The tool description does not add additional parameter-specific details beyond the schema, so the baseline score of 3 applies.

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 uses a specific verb ('Get') and identifies the resource ('detailed company information including sector, financials, and valuation metrics'). It also lists key data points, distinguishing it from sibling tools like stock_quote that focus on price.

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

Usage Guidelines3/5

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

No explicit guidance on when to use this tool versus siblings such as stock_quote or multi_quote. The description implies usage by stating what it returns, but does not provide when-not-to-use or alternatives.

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

compare_assetsA
Read-only

Compare performance of multiple stocks/assets over a period.

Returns side-by-side comparison of returns, volatility, and key metrics to help decide between investment options.

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNoComparison period: 1mo, 3mo, 6mo, 1y3mo
symbolsYesComma-separated tickers to compare (e.g., 'AAPL,MSFT,GOOGL')

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, indicating no side effects. The description adds no further behavioral details beyond the read-only nature, so it does not significantly enhance transparency beyond the annotation.

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

Conciseness5/5

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

Description is two brief, front-loaded sentences with no unnecessary words. Every sentence adds value.

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

Completeness4/5

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

With 2 parameters, existing output schema, and readOnlyHint annotation, the description covers the core functionality. Could mention that it is a read operation (but annotation covers that) and hint at the output metrics.

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

Parameters3/5

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

Schema description coverage is 100%, and the description paraphrases the parameters (e.g., 'multiple stocks/assets' for symbols, 'over a period' for period) without adding new semantic information.

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?

Description clearly states it compares performance of multiple stocks/assets over a period, returning a side-by-side comparison of returns, volatility, and key metrics. This distinguishes it from sibling tools like company_info, price_history, or multi_quote.

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?

Description indicates the tool is used 'to help decide between investment options,' providing clear context. However, it does not explicitly state when not to use it or name alternatives among sibling tools.

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

correlation_matrixA
Read-only

Compute correlation matrix between multiple assets.

Returns pairwise Pearson correlations. Useful for portfolio diversification analysis — lower correlations = better diversification. Correlations near 1 = assets move together (less diversification benefit).

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNoPeriod: 3mo, 6mo, 1y, 2y6mo
symbolsYesComma-separated tickers (e.g., 'AAPL,MSFT,GOOGL,SPY')

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true. The description adds that it computes Pearson correlations and provides interpretation (lower vs higher correlations), which is useful behavioral context beyond the annotation.

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

Conciseness5/5

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

Three sentences, front-loaded with the action, no wasted words. Each sentence adds value: action, return type, and interpretation advice.

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

Completeness4/5

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

Given the output schema exists, the description adequately explains the return (pairwise Pearson correlations) and its interpretation. Missing details like data requirements (at least 2 symbols) are covered by the schema.

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

Parameters3/5

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

Schema coverage is 100%, so description does not need to add parameter details. It adds no extra meaning beyond what schema already provides, meeting the baseline.

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?

Description clearly states 'Compute correlation matrix between multiple assets' and specifies it returns pairwise Pearson correlations. Differentiates from siblings like compare_assets and portfolio_analysis by focusing on correlation computation.

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

Usage Guidelines3/5

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

Indicates usefulness for portfolio diversification analysis, but does not explicitly state when not to use or compare with alternatives like compare_assets or risk_metrics. Implied usage but no exclusions.

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

crypto_priceA
Read-only

Get current price, market cap, volume, and price changes for a cryptocurrency.

Returns comprehensive market data including 1h/24h/7d price changes, ATH data, supply info, and market cap rank. Use the CoinGecko ID (e.g., 'bitcoin' not 'BTC'). Use search_crypto to find IDs.

ParametersJSON Schema
NameRequiredDescriptionDefault
coinYesCoinGecko coin ID (e.g., 'bitcoin', 'ethereum', 'solana'). Use search_crypto to find IDs.
currencyNoTarget currency for prices (e.g., 'usd', 'eur', 'btc')usd

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4.5/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, and the description aligns by stating data retrieval. The description adds valuable detail about the scope of data (1h/24h/7d changes, ATH, supply, rank) beyond the annotation. No side effects or authorization needs are mentioned, but the tool is straightforward read-only, so this is acceptable.

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

Conciseness5/5

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

Three sentences: first defines purpose, second enumerates returns, third gives critical usage tip (ID format and search tool). Every sentence serves a distinct function with no redundancy. Front-loaded with the main verb-resource pair, making it easy to parse quickly.

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 moderate complexity, presence of an output schema, and annotations, the description covers all essential aspects: what it does, what data it returns, how to specify the coin, and a pointer to a sibling tool for ID lookup. No critical gaps remain for an agent to decide when and how to use this tool correctly.

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

Parameters3/5

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

Schema coverage is 100%, and both parameters (coin and currency) are well-described in the schema. The description briefly reiterates the coin parameter's usage with the 'bitcoin' example, adding no significant new meaning. The currency parameter is not emphasized, but schema handles it. Baseline 3 is appropriate as the description does not compensate beyond 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 function: retrieving current price, market cap, volume, and price changes for a cryptocurrency. It lists specific return fields (1h/24h/7d changes, ATH, supply, rank), making the purpose distinct from sibling tools like crypto_search (which finds IDs) or crypto_trending (which lists trending coins).

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

Usage Guidelines5/5

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

The description explicitly directs the agent to use 'search_crypto' for finding coin IDs, implying that this tool is for retrieving price data once the ID is known. It also advises using the CoinGecko ID (e.g., 'bitcoin') rather than ticker symbols, providing clear usage context. While it does not list all sibling alternatives, this guidance effectively distinguishes usage from the most related tool.

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

crypto_top_coinsA
Read-only

Get the top cryptocurrencies ranked by market cap.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoNumber of coins to return (max 50)
currencyNoTarget currency (default: 'usd')usd

Output Schema

ParametersJSON Schema
NameRequiredDescription
resultYes

TDQS

A3.7/5.0
Behavior2/5

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

Annotations already declare readOnlyHint=true, indicating a safe read operation. The description adds minimal behavioral context beyond the ranking criterion (market cap). No additional details on rate limits, pagination, or result format are provided.

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

Conciseness5/5

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

A single, front-loaded sentence with no wasted words. Every element earns its place.

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 simplicity (2 optional parameters, 100% schema coverage, output schema exists), the description is sufficiently complete. It clearly conveys the tool's purpose and output.

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

Parameters3/5

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

Schema description coverage is 100%, with both 'limit' and 'currency' parameters well-described in the schema. The description adds no extra meaning beyond the schema, meeting the baseline for full coverage.

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 'Get the top cryptocurrencies ranked by market cap' clearly states the verb ('Get'), resource ('top cryptocurrencies'), and ranking criterion, distinguishing it from siblings like crypto_trending or crypto_search.

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

Usage Guidelines3/5

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

The description implies usage for fetching top coins by market cap but does not explicitly provide when-to-use or when-not-to-use guidance relative to sibling tools. No alternatives are mentioned.

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

earnings_calendarA
Read-only

Get upcoming and recent earnings dates for a stock.

Returns next earnings date, EPS estimates vs actuals for recent quarters, and revenue data. Critical for event-driven trading.

ParametersJSON Schema
NameRequiredDescriptionDefault
symbolYesStock ticker (e.g., 'AAPL')

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already indicate readOnlyHint=true. Description adds value by listing return data (EPS, revenue) without contradicting annotations.

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

Conciseness5/5

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

Three sentences, no extraneous information, front-loaded with purpose and return details.

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 low complexity (1 param) and presence of output schema, description fully covers purpose and use case.

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

Parameters3/5

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

100% schema coverage; description does not add meaning beyond the schema for the single 'symbol' parameter.

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?

Description clearly states it returns earnings dates, EPS estimates vs actuals, and revenue data. Distinguishes from sibling tools by focusing on event-driven trading context.

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

Usage Guidelines3/5

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

Mentions 'critical for event-driven trading,' implying usage context but no explicit when-to-use or when-not-to-use guidance compared to siblings.

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

market_overviewA
Read-only

Get a snapshot of the major market indices, VIX, and top stock movers.

Returns current values and daily change for S&P 500, NASDAQ, DOW, and Russell 2000, the VIX fear/greed indicator, top 5 gainers and losers from a watchlist of 15 major stocks, and an overall market sentiment classification (Risk-on, Risk-off, etc.).

ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4.3/5.0
Behavior4/5

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

The description accurately describes the read-only nature (returns data, no mutation) which aligns with the readOnlyHint annotation. It details the returned components, ensuring full transparency.

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

Conciseness5/5

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

Two sentences: first sentence defines the tool's purpose, second sentence elaborates on components. No redundant information, front-loaded and efficient.

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 zero parameters and an output schema, the description is complete. It covers all output elements and the overall purpose, providing sufficient context for correct invocation.

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

Parameters4/5

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

With no parameters, the description adds value by explaining the output structure. Baseline for zero parameters is 4, and the description fully compensates by listing all data fields.

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 specifies exactly what the tool returns: major market indices (S&P 500, NASDAQ, DOW, Russell 2000), VIX, top movers, and market sentiment. This clearly distinguishes it from siblings like stock_quote or compare_assets.

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

Usage Guidelines3/5

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

The description implies it's for a broad market snapshot, but does not explicitly state when to use it (e.g., for a high-level overview) or when not to (e.g., for detailed individual stock data). No comparison to alternatives is provided, leaving the agent to infer usage context.

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

multi_quoteA
Read-only

Get quotes for multiple stocks at once. Provide comma-separated symbols.

ParametersJSON Schema
NameRequiredDescriptionDefault
symbolsYesComma-separated ticker symbols (e.g., 'AAPL,MSFT,GOOGL')

Output Schema

ParametersJSON Schema
NameRequiredDescription
resultYes

TDQS

A3.8/5.0
Behavior3/5

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

Annotations indicate readOnlyHint=true, so the description's 'Get quotes' aligns with a safe read operation. The description adds no further behavioral details (e.g., rate limits, order of results), but annotations cover the safety profile adequately.

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

Conciseness5/5

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

The description is two short sentences with no unnecessary words. It front-loads the purpose and format effectively.

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

Completeness4/5

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

Given the presence of an output schema and the simple single parameter, the description is largely complete. However, it could be slightly improved by mentioning that it is more efficient than calling 'stock_quote' multiple times.

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

Parameters3/5

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

Schema coverage is 100%, and the description essentially repeats the schema's parameter description ('Comma-separated ticker symbols'). No additional meaning is provided beyond the schema, so baseline score of 3 is appropriate.

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: to get quotes for multiple stocks at once, with a specific format of comma-separated symbols. It differentiates well from sibling tools like 'stock_quote' which likely handles single stocks.

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

Usage Guidelines3/5

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

The description implies use for multiple stocks but does not explicitly state when to use this tool versus alternatives like 'stock_quote' for a single stock or other tools. No explicit exclusions or alternative suggestions are provided.

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

options_chainA
Read-only

Get options chain (calls and puts) for a stock.

Returns available expirations and, if one is specified or the nearest is used, the full chain with strikes, volumes, open interest, implied volatility, and greeks (when available).

ParametersJSON Schema
NameRequiredDescriptionDefault
symbolYesStock ticker (e.g., 'AAPL')
expirationNoOptional expiration date YYYY-MM-DD, or leave empty for nearest

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true. The description adds valuable behavioral context: it returns available expirations and, if specified, a full chain with strikes, volumes, open interest, implied volatility, and greeks. This goes beyond the annotation.

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

Conciseness5/5

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

Two sentences, front-loaded with the main action, and no wasted words. Each sentence contributes essential information.

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

Completeness4/5

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

With an output schema present (inferred from context), the description covers the core functionality: retrieving expirations and option chain details. It could mention pagination or data availability, but overall it is sufficient for a simple read-only tool.

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

Parameters4/5

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

Schema coverage is 100%, and the description clarifies behavior: leaving expiration empty uses the nearest date. It also mentions that the tool first returns available expirations, which is not in the schema. This adds meaningful context.

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 'Get options chain (calls and puts) for a stock', using a specific verb and resource. It distinguishes from sibling tools (e.g., stock_quote, price_history) by focusing exclusively on options data.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives. For instance, it does not mention that stock_quote should be used for current price queries or that price_history is for historical prices. Agents must infer usage from context.

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

portfolio_analysisA
Read-only

Analyze a stock portfolio — total value, allocation, performance, and diversification.

Provide holdings as 'SYMBOL:SHARES' pairs (e.g., 'AAPL:10,MSFT:5,GOOGL:3'). Returns current portfolio value, weight distribution, sector breakdown, and individual position details.

ParametersJSON Schema
NameRequiredDescriptionDefault
holdingsYesPortfolio holdings as 'SYMBOL:SHARES' pairs separated by commas. Example: 'AAPL:10,MSFT:5,GOOGL:3'

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4/5.0
Behavior3/5

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

The annotations indicate readOnlyHint=true, and the description describes an analysis that reads data without side effects. The description adds no additional behavioral context (e.g., data freshness, dependencies) beyond what annotations convey.

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

Conciseness5/5

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

The description is concise (two short paragraphs) and front-loaded: the first line states purpose, the second gives input format and output. Every sentence is necessary and no words are wasted.

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

Completeness4/5

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

Given the tool's simplicity (single required parameter, presence of output schema), the description adequately covers input, output, and purpose. It could optionally mention that the portfolio must be in the specified format or that sector breakdown is based on current market data, but it is sufficiently complete for an agent to use it correctly.

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

Parameters4/5

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

The schema description covers the 'holdings' parameter (100% coverage), but the tool description adds value by explaining the input format with an example and detailing the return categories (value, weight, sector breakdown). This goes beyond the schema's minimal description.

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: 'Analyze a stock portfolio — total value, allocation, performance, and diversification.' The verb 'analyze' and resource 'stock portfolio' are specific and distinct from sibling tools like company_info or risk_metrics.

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

Usage Guidelines3/5

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

The description explains the input format ('Provide holdings as 'SYMBOL:SHARES' pairs') and output categories, but does not explicitly state when to use this tool versus alternatives (e.g., risk_metrics for risk analysis). The usage context is implied but not contrasted with siblings.

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

price_historyA
Read-only

Get historical price data (OHLCV) for a ticker.

Returns open, high, low, close, and volume for each period, plus summary statistics (min, max, avg price, total volume).

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNoPeriod: 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, max1mo
symbolYesTicker symbol (e.g., AAPL, BTC-USD)
intervalNoInterval: 1d, 1wk, 1mo1d

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A3.8/5.0
Behavior3/5

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

Annotations already declare readOnlyHint=true, so the agent knows it's a read operation. The description adds that the tool returns OHLCV and summary statistics, but it does not disclose other behavioral traits such as rate limits, data source, or error handling. The description provides minimal added value 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.

Conciseness5/5

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

The description is concise, consisting of two sentences. The first sentence clearly states the main action, and the second elaborates on the output. There is no wasted text, and it is front-loaded with the purpose.

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

Completeness4/5

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

An output schema exists, so the description does not need to detail return formats. The description covers the main return elements (OHLCV and summary stats) but omits context like data adjustments or date range handling. Overall, it is complete enough given the schema, but a bit more detail would enhance understanding.

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

Parameters3/5

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

Schema coverage is 100%, with each parameter described in the schema. The description does not add new meaning to the parameters (e.g., it does not explain what period 'max' means or the default interval). With full schema coverage, the baseline is 3, and the description adds no extra semantic value.

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: 'Get historical price data (OHLCV) for a ticker.' It specifies the verb (get), resource (historical price data), and includes return details (open, high, low, close, volume, summary statistics). This distinguishes it from siblings like stock_quote (current price) and technical_analysis (indicators).

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

Usage Guidelines3/5

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

The description does not explicitly state when to use this tool versus alternatives. It implies usage for historical price data but offers no guidance on exclusions or when not to use it. For a diverse set of siblings, explicit guidelines would improve clarity.

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

risk_metricsB
Read-only

Calculate advanced risk metrics: VaR, Sharpe, Sortino, Beta, Max Drawdown.

Professional-grade risk analysis for any stock or ETF. Returns Value-at-Risk (95%), Sharpe ratio (annualized), Sortino ratio, Beta vs benchmark, and maximum drawdown.

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNoAnalysis period: 3mo, 6mo, 1y, 2y, 5y1y
symbolYesStock ticker (e.g., 'AAPL')
benchmarkNoBenchmark ticker for beta calculationSPY

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

B3.4/5.0
Behavior3/5

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

Annotations declare readOnlyHint: true, confirming safe read operation. Description adds context by listing returned metrics (VaR, Sharpe, etc.), but does not disclose other behavioral traits like data freshness, rate limits, or error handling. With annotations covering safety, the description provides adequate but not extra value.

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

Conciseness5/5

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

Description is concise: two sentences plus a bullet list of metrics. It is front-loaded with the tool's purpose. Every sentence adds value without redundancy.

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

Completeness4/5

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

Given the tool's complexity (3 parameters, output schema exists), the description sufficiently explains what metrics are returned. It does not mention output schema details (handled by schema itself), but it could elaborate on data source or timeframe interpretation. Still, it is very adequate for a risk metrics tool.

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

Parameters3/5

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

Schema coverage is 100% (all parameters have descriptions in the schema). The description does not add new information about parameters beyond what is in the schema. Baseline score of 3 applies as schema handles parameter documentation adequately.

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

Purpose4/5

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

Description clearly states it calculates advanced risk metrics (VaR, Sharpe, Sortino, Beta, Max Drawdown) for stocks or ETFs. The verb 'Calculate' and resource 'risk metrics' is specific. However, it does not explicitly differentiate itself from sibling tools like technical_analysis or portfolio_analysis, which may also involve risk metrics.

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

Usage Guidelines2/5

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

No explicit guidance on when to use this tool vs alternatives. The phrase 'Professional-grade risk analysis' implies usage for risk assessment, but no exclusions or alternative tool names are mentioned. Given the extensive sibling list, this is a notable gap.

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

sector_rotationA
Read-only

Sector performance ranking via SPDR sector ETFs.

Returns performance of all 11 GICS sectors ranked by return. Useful for identifying market leadership and rotation trends.

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNoPeriod: 1mo, 3mo, 6mo, 1y3mo

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A4.2/5.0
Behavior4/5

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

Annotations declare readOnlyHint=true, confirming a safe read operation. Description adds behavioral context by specifying that the tool returns ranked performance, which goes beyond the annotation. No contradictions. Could mention data freshness or update frequency, but not required.

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

Conciseness5/5

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

Two sentences with zero wasted words. Front-loaded with clear purpose, then usage hint. Perfectly concise.

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

Completeness4/5

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

Given the tool has only one parameter, no nested objects, and an output schema exists, the description adequately covers purpose and usage. It could mention that it is based on SPDR ETFs, which it does. Complete for a simple tool.

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

Parameters3/5

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

Only one parameter 'period' with 100% schema description coverage. The schema already explains the possible values and default. The description does not add additional meaning beyond what the schema provides, so baseline 3 is appropriate.

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?

Description clearly states 'Sector performance ranking via SPDR sector ETFs' and 'Returns performance of all 11 GICS sectors ranked by return.' This specifies the verb (returns), resource (sector performance), and scope (all 11 sectors ranked). It distinguishes from sibling tools like market_overview or technical_analysis by focusing specifically on sector rotation.

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?

States 'Useful for identifying market leadership and rotation trends,' providing clear usage context. However, it does not explicitly mention when not to use or name alternative tools for different scenarios.

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

stock_quoteA
Read-only

Get the current stock price, change, volume, and key metrics for a ticker.

Returns real-time market data including price, daily change, 52-week range, P/E ratio, market cap, and more.

ParametersJSON Schema
NameRequiredDescriptionDefault
symbolYesStock ticker symbol (e.g., AAPL, MSFT, TSLA)

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A3.8/5.0
Behavior4/5

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

The readOnlyHint annotation already indicates a safe read operation. The description adds valuable context about the returned data (real-time price, daily change, 52-week range, P/E ratio, market cap, etc.), which goes beyond the annotation. No contradictions.

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

Conciseness5/5

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

The description is two sentences. The first sentence immediately states the core purpose, and the second adds more specific details. No unnecessary words or repetition.

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

Completeness4/5

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

For a simple single-parameter tool that retrieves real-time data, the description is complete. It mentions the key metrics returned, and the presence of an output schema (not shown) likely documents the return format. No additional context seems necessary.

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

Parameters3/5

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

There is a single parameter 'symbol' with a schema description that includes examples (AAPL, MSFT, TSLA). The description mentions 'ticker' which is essentially synonymous. Since schema coverage is 100% and the description adds minimal new info beyond the schema, baseline 3 is appropriate.

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 returns current stock price, change, volume, and key metrics for a ticker, using a specific verb 'Get' and resource 'current stock price... for a ticker'. It distinguishes itself from siblings like 'price_history' (historical data) and 'multi_quote' (multiple tickers).

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

Usage Guidelines2/5

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

The description does not provide any guidance on when to use this tool versus alternatives like 'company_info', 'price_history', or 'multi_quote'. There is no explicit statement of when not to use it or which sibling handles related but distinct queries.

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

technical_analysisA
Read-only

Run a comprehensive technical analysis on a ticker.

Calculates RSI, MACD, Bollinger Bands, SMA (20/50/200), EMA (12/26), and detects patterns like Golden Cross/Death Cross and overbought/oversold conditions.

Returns all indicators with their current values plus a plain-English summary of signals.

ParametersJSON Schema
NameRequiredDescriptionDefault
periodNoData period: 1mo, 3mo, 6mo, 1y, 2y, 5y6mo
symbolYesStock or crypto ticker (e.g., AAPL, BTC-USD, ETH-USD)

Output Schema

ParametersJSON Schema
NameRequiredDescription

No output parameters

TDQS

A3.9/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true, which the description does not contradict. The description adds value by detailing the return format (all indicators current values + plain-English summary). No other behavioral traits (e.g., performance, data source) are disclosed, but given the annotation coverage, this is adequate.

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 efficiently structured with a clear first sentence stating the purpose, followed by details. It is front-loaded and contains no unnecessary words. A minor improvement would be to separate the summary from the indicator list.

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

Completeness4/5

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

Given the output schema exists, the description does not need to explain return values. It provides a complete list of indicators and patterns, plus the plain-English summary. It does not address possible errors or data limitations, but the tool is well-contextualized.

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

Parameters3/5

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

Schema description coverage is 100%, so the baseline is 3. The description does not add significant meaning beyond the schema for symbol and period; it only repeats the default value for period. The schema already sufficiently documents the parameters.

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 runs comprehensive technical analysis on a ticker, listing specific indicators (RSI, MACD, Bollinger Bands, SMAs, EMAs) and patterns (Golden/Death Cross, overbought/oversold). It distinguishes itself from sibling tools like price_history or risk_metrics by emphasizing comprehensiveness and a plain-English summary.

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

Usage Guidelines3/5

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

The description implies the tool is for a full technical analysis, but it does not explicitly state when to use this tool versus alternatives (e.g., a single indicator tool). No when-not-to-use or prerequisite information is provided.

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.

  1. 17 tool updatesv1.1.0
    • Addedcompany_info
    • Addedcompare_assets
    • Addedcorrelation_matrix
    • Addedcrypto_price
    • Addedcrypto_search
    • Addedcrypto_top_coins
    • Addedcrypto_trending
    • Addedearnings_calendar
    • Addedmarket_overview
    • Addedmulti_quote
    • Addedoptions_chain
    • Addedportfolio_analysis
    • Addedprice_history
    • Addedrisk_metrics
    • Addedsector_rotation
    • Addedstock_quote
    • Addedtechnical_analysis
  2. 17 tool updatesv1.2.0
    • Removedcompany_info
    • Removedcompare_assets
    • Removedcorrelation_matrix
    • Removedcrypto_price
    • Removedcrypto_search
    • Removedcrypto_top_coins
    • Removedcrypto_trending
    • Removedearnings_calendar
    • Removedmarket_overview
    • Removedmulti_quote
    • Removedoptions_chain
    • Removedportfolio_analysis
    • Removedprice_history
    • Removedrisk_metrics
    • Removedsector_rotation
    • Removedstock_quote
    • Removedtechnical_analysis
  3. 17 tool updatesv0.1.0
    • First observedcompany_info
    • First observedcompare_assets
    • First observedcorrelation_matrix
    • First observedcrypto_price
    • First observedcrypto_search
    • First observedcrypto_top_coins
    • First observedcrypto_trending
    • First observedearnings_calendar
    • First observedmarket_overview
    • First observedmulti_quote
    • First observedoptions_chain
    • First observedportfolio_analysis
    • First observedprice_history
    • First observedrisk_metrics
    • First observedsector_rotation
    • First observedstock_quote
    • First observedtechnical_analysis

TDQS

A3.9/5.0

Scored across 17 tools

Disambiguation3/5

Most tools have clear purposes, but there is significant overlap between stock_quote and multi_quote (both return quotes; multi_quote is just for multiple), and between crypto_price and crypto_top_coins (both include price/market data). Also market_overview could be confused with sector_rotation or compare_assets.

Naming Consistency5/5

All tools use a consistent noun or adjective_noun pattern (e.g., stock_quote, crypto_price, technical_analysis) without mixing styles. Verbs are implicit in the noun, but the pattern is uniform and predictable for a data retrieval server.

Tool Count4/5

17 tools is on the higher end but appropriate for a comprehensive finance data server covering stocks, crypto, risk, options, and market analysis. It could be trimmed by merging some overlapping features, but it is not excessive.

Completeness4/5

The server covers a wide breadth of financial data needs: quotes, historical data, crypto, technical analysis, portfolio metrics, risk, correlation, options, earnings, and sector rotation. Minor gaps exist (e.g., no fundamental financial statements beyond company_info, no dividend data), but core research workflows are well supported.

Maintenance

ActivityInactive
ResponsivenessNo issues

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