Exposes read-only account-health tools for scores, trends, claims checks, risks, pipeline, and next actions, with audience-scoped output for internal or customer views.
Enables wealth-management advisors to retrieve quote snapshots, list recent SEC filings, generate cited briefings, and ask filing-grounded follow-up questions, with verified citations and advice-language safeguards.
Provides LLM clients with market intelligence tools over stdio, including market snapshots, price history, sentiment scoring, evidence search, and research briefs, with saved-run resource access.