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wst1234566

investment-agent

by wst1234566

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
DEEPSEEK_MODELNoDeepSeek model identifier.deepseek-v4-flash
DEEPSEEK_API_KEYNoYour DeepSeek API key. Required only when using a real model with INVESTMENT_MODEL_MODE=live; not needed for the fixture/demo mode.
DEEPSEEK_BASE_URLNoBase URL for the DeepSeek API.https://api.deepseek.com
INVESTMENT_MODEL_MODENoOperation mode for model calls: 'fixture' (default, no API calls) or 'live' (requires DEEPSEEK_API_KEY).fixture

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
corpus_infoA

Read corpus coverage, available topics, cutoff and synthetic/live mode before research.

search_research_reportsA

Search original research reports. Return exact evidence, provenance and an evidence_set_id.

search_newsA

Search news AND company announcements within publication dates, including adverse evidence.

list_thesesB

List structured investment theses, IDs, dimensions and report evidence for one topic.

read_evidenceA

Read a known corpus chunk by ID, bounded by the research cutoff. No filesystem paths.

verify_thesisB

Retrieve subsequent events and verify thesis dimensions; separate facts, expectations and prices.

build_research_objectD

Build traceable cross-institution research with separate claim/report counts and mixed directions.

calculate_market_responseA

Calculate return, volatility and drawdown from local prices; prices do not validate fundamentals.

validate_research_outputA

Validate answer schema and exact quotes against previously returned evidence sets at one cutoff.

answer requires summary, confidence (low/medium/high), insufficient_evidence (boolean), citations [{citation_id, document_id, chunk_id, evidence}], and findings [{title, claim, analysis, citation_ids}]. An insufficient answer has low confidence, empty citations and findings. Validation does not prove semantic entailment.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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