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Bigdata.com

Financeby RavenPack
Launched May 28, 2026 on ChatGPT

The Bigdata.com MCP server integrates institutional-grade data directly into your AI workflow, covering global news, transcripts, and regulatory filings directly in Claude. By combining Claude's reasoning with Bigdata.com's entity-aware search, you can automate complex due diligence and produce hallucination-free reports with full citation trails. Empower your decision-making with the only AI connector that is Grounded by Design for professional finance.

10ChatGPT Tools
6Claude Tools
RavenPackDeveloper
FinanceCategory

Use Cases

financial-services

Available Tools

Get Company Financial Tearsheet

bigdata_company_tearsheet
Full Description

Returns a comprehensive company tearsheet with financial data, market intelligence, and analyst coverage. ⚠️ PREREQUISITE: Call find_securities first to get rp_entity_id and company_type. Workflow for company tearsheet: 1. Call find_securities → get "id" (use as rp_entity_id) and "type" (use as company_type) 2. Call this tool with both values 3. Optionally call bigdata_search for supporting content When to Use: Company financials, earnings, revenue, valuation, balance sheet, cash flow, analyst ratings, price targets, ESG data, risk assessment, real time sentiment and media attention, or any financial analysis. Data Returned by Company Type: → PUBLIC companies (from financial data APIs): • Company profile & real-time quote (price, market cap, volume) • Price performance (52-week range, moving averages, price changes over time) • Competitors comparison (symbol, price, market cap) • Financial statements (income, balance sheet, cash flow) • Key metrics & ratios (P/E, ROE, ROA, debt ratios, margins) • Analyst ratings & recommendations (Strong Buy/Buy/Hold/Sell/Strong Sell) • Analyst price targets (consensus, median, high, low) • Analyst estimates (forward revenue & EPS projections for next 8 quarters) • Latest earnings release (actual vs estimated, surprise %) • Earnings calendar & upcoming earnings dates • Dividend history (dates, amounts, yields, frequency) • Revenue segmentation by product and geography • Sentiment data (last 24h real-time, company-specific news) • Fund trends & institutional holdings (top buyers/sellers, position changes, options activity) • ESG performance scores (Environmental, Social, Governance scores & classifications) • ESG historical trends (yearly ESG scores, performance buckets, sector comparisons) • Workforce signals & employee trend metrics: modeled employee counts and net in/out workforce changes with time-series comparisons (MoM, YoY, trailing-12-month), enabling company growth and contraction analysis regarding job market trends.

→ PRIVATE companies: • Company overview (legal name, status, founded date, headcount, tags, founders, description) • Contact details (phone, email) & headquarters location (region, country, categories) • Web & social links (website, LinkedIn, Twitter/X, Facebook) • Crunchbase rank with trend changes (7/30/90-day) • Sentiment data (last 24h real-time, company-specific news) • Leadership team (executives, board members, advisors with roles and start dates) • Funding rounds (valuation, total raised, round details with investors and lead investors) • Investments made & acquisitions (target companies, amounts, status) • Founder profiles (investment activity, portfolio, exits) • Workforce signals & employee trend metrics: modeled employee counts and net in/out workforce changes with time-series comparisons (MoM, YoY, trailing-12-month), enabling company growth and contraction analysis regarding job market trends.

Filtering: The sections parameter exists for cases where the user EXPLICITLY references specific sections by name or concept. Do NOT use it for general tearsheet requests — omit it to return the complete tearsheet. Data sources (LLM instruction): When presenting the tearsheet results to the user, identify the data sources mentioned or implied in the tool response content and add a "Data sources" section at the bottom listing them.

Parameters (2 required, 2 optional)
Required
company_typestring

REQUIRED. Must be "Public" or "Private" - use the "type" field from find_securities response. Do not guess - wrong type returns incorrect data.

Options:PublicPrivate
rp_entity_idstring

REQUIRED. The 6-character RavenPack entity ID from find_securities response ("id" field). Example: "4A6F00" (Alphabet), "DHLJNI" (RavenPack).

Optional
intervalstring

REQUIRED for public companies. Choose the time period for financial data: - "quarter" (default): Quarterly financial statements (Q1, Q2, Q3, Q4) - "annual": Annual/yearly financial statements (FY) IMPORTANT: This parameter only applies to public companies and is ignored for private companies. DEFAULT BEHAVIOR: Always use "quarter" unless the user explicitly requests annual data. When users ask for "latest" or "recent" or "current" financial information, use "quarter".

Options:quarterannual
Default: quarter
sectionsarray

OPTIONAL. Filters the tearsheet to the listed sections. ⚠️ DEFAULT BEHAVIOR — DO NOT PASS THIS PARAMETER unless the user EXPLICITLY references one or more specific sections by name or concept (e.g. "financials", "analyst ratings", "ESG", "dividends"). If the user asks for a general tearsheet, company overview, or any broad financial analysis → omit this parameter entirely so all sections are returned. HARD RULE: ✅ Use when user says: "show me Apple's financials", "what are the analyst ratings?", "give me the ESG data" ❌ Do NOT use for: "get me Apple's tearsheet", "tell me about Tesla", "run a full analysis on Microsoft" Only applies to public companies. Ignored for private companies. Valid values: - "company_overview" - Company profile, price performance, and description - "financial_ratios" - Gross margin, P/E, P/B, debt ratios (TTM) - "key_metrics" - EV, EV/EBITDA, ROE, ROA, free cash flow yield (TTM) - "dividends" - Dividend history, yields, and frequency - "analyst_estimates" - Forward revenue and EPS projections - "latest_earnings" - Most recent earnings actual vs estimated - "earnings_calendar" - Upcoming earnings dates - "financial_statements" - Income statement, balance sheet, cash flow - "revenue_segmentation" - Revenue breakdown by product and geography - "analyst_ratings" - Analyst recommendations and price targets - "fund_trends_history" - Institutional holdings and options activity - "hiring_trends" - Employee count trends and workforce signals - "esg_performance" - Environmental, Social, Governance scores - "mergers_acquisitions" - M&A activity (requires FactSet access) Example: ["financial_statements", "analyst_ratings"]

Default: null

Get Country Economic Tearsheet

bigdata_country_tearsheet
Full Description

Returns a comprehensive country economic tearsheet with a sectoral macroeconomic overview, economic calendar data, G7 peer comparison, market indices, currency information, and US Treasury yields. When to Use: Use this tool when users ask about:

  • Upcoming economic events or recent economic releases
  • Economic calendar events, upcoming economic releases, or economic indicators
  • Country economic data, GDP, CPI, unemployment rates, interest rates
  • Economic comparisons between countries (G7 peer comparison)
  • Sector-specific economic data (housing, manufacturing, retail, trade, energy, etc.)
  • Central bank decisions, interest rates, or monetary policy
  • Fiscal policy, government budget, or debt data
  • Government securities auctions or bond auction results
  • Stock market indices, market performance, or equity market data for a country
  • Comparisons between a country's primary index and regional markets
  • Currency data, forex rates, or exchange rates for a country's base currency
  • Currency performance, trends, and cross-currency positioning
  • US Treasury yields, yield curve data, or bond market information (US ONLY)
  • Yield curve analysis, spread analysis, or interest rate trends for US Treasuries

Data Returned:

  • Upcoming Events: Economic calendar events
  • Macroeconomic Overview: Sectoral breakdown of recent economic indicators, organized into:

• GDP & Growth • Labor Market • Inflation & Prices • Consumer & Business Sentiment • Manufacturing & Services • Housing Market • Retail & Consumer Spending • Trade & International • Inventories & Supply Chain • Credit & Monetary • Central Bank & Monetary Policy • Regional Economic Indicators • Energy & Commodities • Government Securities Auctions • Fiscal Policy Each section shows the latest releases with actual vs. consensus values, surprise %, frequency, and impact level.

  • Country Comparison: G7 peer comparison table with key economic indicators:

• GDP Growth (QoQ, YoY, Annualized) • CPI (YoY) • Unemployment Rate • Interest Rate

  • Market Indices: Real-time stock market index data including:

• Primary Index: Country's main stock market index (e.g., S&P 500 for US, DAX for Germany) • Regional Comparisons: Related regional indices for context • Metrics: Current price, daily change, % change, 52-week high/low, 50-day and 200-day moving averages

  • Currencies: Real-time forex market data including:

• Spot Overview: Reference pair, current spot price, previous close, 24h % change, direction • Trend & Momentum: 50-day MA, 200-day MA, MA spread, distance to 52-week high/low • Performance Snapshot: Returns over multiple horizons (1D, 5D, 1M, 3M, YTD, 1Y) with trend classification • Cross-Currency Positioning: Multiple currency pairs with rates, previous close, 24h % change, and strength indicators relative to the country's base currency

  • Yields (US ONLY): Real-time US Treasury yield curve data including:

• Yield Curve Overview: Multiple maturities (1M, 3M, 6M, 1Y, 2Y, 3Y, 5Y, 7Y, 10Y, 20Y, 30Y) • Current Rates: Latest yield rates for each maturity • Daily Changes: Basis point changes and percentage changes from previous close • Yield Curve Analysis: Spread analysis (10Y-2Y, 30Y-2Y) and curve shape indicators • Historical Context: Comparison to recent highs/lows and trend indicators

**IMPORTANT

  • Country Parameter:**
  • This tool accepts ONLY ONE country at a time
  • If the user mentions a specific country (e.g., "US", "UK", "Germany", "France"), use that country code in the country parameter
  • If the user mentions multiple countries, use only the first/primary country mentioned
  • Use the exact 2-letter country codes listed below (e.g., "US" for United States, "DE" for Germany, "EMU" for Eurozone)

Data sources (LLM instruction): When presenting the country tearsheet results to the user, identify the data sources mentioned or implied in the tool response content and add a "Data sources" section at the bottom listing them.

Parameters (0 required, 1 optional)
Optional
countrystring

REQUIRED. A single country code to filter the tearsheet by. Must use an exact 2-letter code from the complete list below. **ALWAYS PROVIDE THIS PARAMETER:** If the user does not provide a country, use "US" as the default. **IMPORTANT: This tool accepts only ONE country. If multiple countries are provided, only the first will be used.** **INSTRUCTIONS:** - If user says "US economic data" → use "US" - If user says "Germany economic indicators" → use "DE" - If user says "UK economic calendar" → use "UK" - If user mentions country names, convert to codes: "Germany" → "DE", "France" → "FR", "United States" → "US" - If user mentions multiple countries, use only the first/primary country mentioned **Complete List of Valid Country Codes (42 countries):** AR - Argentina AU - Australia AT - Austria BE - Belgium BR - Brazil CA - Canada CL - Chile CN - China CO - Colombia CZ - Czech Republic DK - Denmark EMU - European Monetary Union (Eurozone) FI - Finland FR - France DE - Germany (Deutschland) GR - Greece HK - Hong Kong HU - Hungary IS - Iceland IN - India ID - Indonesia IE - Ireland IT - Italy JP - Japan MX - Mexico NL - Netherlands NZ - New Zealand NO - Norway PL - Poland PT - Portugal RO - Romania RU - Russia SG - Singapore SK - Slovakia ZA - South Africa ES - Spain SE - Sweden CH - Switzerland TR - Turkey UK - United Kingdom US - United States

Options:AEARATAUBEBRCACHCLCNCOCZDEDKEGEMUESFIFRGRHKHUIDIEILINISITJPKRKWMXNLNONZPLPTQARORUSASESGSKTHTRUKUSZA
Default: US

ETF Fund Overview — Holdings, Performance, Sectors, Countries & Key Facts

bigdata_etf_tearsheet
Full Description

Returns a comprehensive ETF tearsheet in markdown covering fund facts, top holdings, price performance, historical returns, sector breakdown, and country allocation. Prerequisite: Call find_securities first to get rp_entity_id (the "id" field from the response). Workflow for ETF tearsheet: 1. Call find_securities → get "id" (use as rp_entity_id) and "type" (should be "ETF") 2. Call this tool with the rp_entity_id 3. Optionally call bigdata_search for supporting content When to Use: Use this tool when users ask about:

  • ETF overview, ETF snapshot, or ETF fund facts
  • ETF expense ratio, management fees, or total expense ratio (TER)
  • ETF assets under management (AUM) or fund size
  • ETF net asset value (NAV)
  • ETF holdings, top holdings, or portfolio composition
  • ETF sector breakdown, sector allocation, or sector exposure
  • ETF country allocation, geographic exposure, or country weighting
  • ETF price performance, returns, or historical performance
  • ETF risk metrics, volatility, max drawdown, or RSI
  • ETF premium or discount to NAV
  • ETF concentration, HHI, or top holdings weight
  • ETF provider, issuer, or fund company (e.g., SPDR, Vanguard, iShares)
  • ETF inception date, domicile, or ISIN
  • General information about a specific ETF (e.g., "tell me about SPY", "what is QQQ")

Data Returned: The tearsheet is structured in seven sections, each as a markdown table: → Fund Overview (key fund facts from FMP): ISIN, Asset Class, Currency, Net Asset Value (NAV), Assets Under Management (AUM), Expense Ratio (TER), Holdings Count, Inception Date, Domicile, Provider, Average Volume, Listing Exchange

Top 10 Holdings (largest positions by weight from FMP): Rank, Asset Name, Shares, Market Value, Weight (%). Summary metrics: Top-10 Weight (%), HHI (Herfindahl-Hirschman Index for concentration)

Price Performance (real-time quote data from FMP): Currency, Last Price, Day Change (absolute + %), Market Cap, 52-Week High, 52-Week Low, 50-Day Moving Average, 200-Day Moving Average, Premium/Discount to NAV (%)

Returns Overview (computed from historical EOD prices from FMP): Period returns for 1D, 5D, 1M, 3M, 6M, YTD, 1Y, 3Y

Risk & Technical (risk metrics and technical indicators from FMP): Realized Volatility (20D), Realized Volatility (60D), Max Drawdown (1Y), RSI (14-period) for Current, 1D, 5D, 1M, 3M, 6M, 1Y

Sector Breakdown (sector weightings from FMP): Sector name and weight (%) for each sector the ETF holds

Country Allocation (country weightings from FMP): Country name and weight (%) for each country the ETF is exposed to

Data sources (LLM instruction): When presenting ETF tearsheet results to the user, identify the data sources mentioned or implied in the tool response content and add a "Data sources" section at the bottom listing them.

Parameters (1 required)
Required
rp_entity_idstring

RavenPack entity ID for the ETF (6-character identifier). Use find_securities first to resolve an ETF name, fund name, or ticker to its entity ID.

Get Corporate Events Calendar

bigdata_events_calendar
Full Description

Returns a professionally formatted markdown calendar of corporate events including earnings announcements and conferences. Output Format: The tool returns a markdown document with the following structure: 1. Header Section:

  • Title: "

Events Calendar"

  • Metadata recap: timestamp, date range (From/To), applied filters (countries, exchanges)

2. Earnings Section (📊): Markdown table with columns: TICKER | COMPANY NAME | RELEASE DATE | EARNINGS CALL TIME | PERIOD

  • Shows company ticker symbols and full company names
  • Earnings call times displayed in UTC timezone
  • Fiscal period (Q1, Q2, Q3, Q4, H1, H2)
  • Events organized chronologically by date

3. Conferences Section (🎤): Markdown table with columns: TICKER | COMPANY NAME | DATE | TIME | NAME

  • Includes investor days, analyst meetings, conference presentations
  • Event names (e.g., "Investor Day 2026", "AGM 2026")
  • Times displayed in UTC timezone

Default Behavior:

  • If NO parameters provided: Returns next 7 days of events from today
  • Automatic mode selection:

Calendar Mode (chronological): Used for discovery queries (multiple companies, country filters) • Company Mode (per-company grouping): Used for single company queries

Workflow & Prerequisites for events calendar: For SPECIFIC companies: 1. FIRST: Call find_securities tool to get RavenPack Entity IDs 2. THEN: Pass entity IDs to rp_entity_ids parameter

For MARKET-WIDE screening:

  • Omit rp_entity_ids and use filters (countries and exchanges)

When to Use This Tool: - "What are Apple's upcoming earnings?" → Get entity ID first, then call with rp_entity_ids - "Show me US earnings this week" → Use countries: ["US"] - "NYSE earnings calendar for next 7 days" → Use exchanges: ["XNYS"] - "Japanese market events in January" → Use countries: ["JP"], start_date/end_date for January Key Features:

  • Company enrichment: Ticker symbols and full names automatically added from knowledge-graph
  • Timezone handling: All times displayed in UTC for consistency
  • Smart filtering: Combine multiple filters (countries, exchanges, date ranges)
  • Category filtering: Separate or combine earnings-call and conference-call events
  • Professional formatting: Tables, headers, and visual indicators (📊 🎤)

Data sources (LLM instruction): When presenting the calendar results to the user, identify the data sources mentioned or implied in the tool response content and add a "Data sources" section at the bottom listing them.

Parameters (0 required, 9 optional)
Optional
categoriesarray

OPTIONAL. List of event categories to filter by. Use to focus on specific event types. **Valid Category Values (case-sensitive, use exact strings):** - "earnings-call" - Quarterly/annual earnings announcements with earnings call schedules - "conference-call" - Investor conferences, analyst meetings, investor days, AGMs **Behavior:** - If NOT provided: Returns ALL event categories (both earnings-call and conference-call) - If provided: Returns ONLY the specified categories **Examples:** - Earnings only: ["earnings-call"] - Conferences only: ["conference-call"] - Both explicitly: ["earnings-call", "conference-call"] - All events (default): omit this parameter entirely **Common Use Cases:** - Earnings calendar only: Use ["earnings-call"] to exclude conferences - Conference schedule only: Use ["conference-call"] to exclude earnings - Complete event calendar: Omit parameter or include both values

Default: null
countriesarray

OPTIONAL. List of ISO 3166-1 alpha-2 country codes to filter events by company headquarters location. **Format:** Two-letter country codes (uppercase). Standard ISO codes. **Common Country Codes:** - "US" - United States - "CA" - Canada - "GB" - United Kingdom - "JP" - Japan - "DE" - Germany - "FR" - France - "IT" - Italy - "ES" - Spain - "CH" - Switzerland - "NL" - Netherlands - "SE" - Sweden - "NO" - Norway - "DK" - Denmark - "FI" - Finland - "AU" - Australia - "NZ" - New Zealand - "CN" - China - "HK" - Hong Kong - "SG" - Singapore - "KR" - South Korea - "IN" - India - "BR" - Brazil - "MX" - Mexico - "AR" - Argentina **Behavior:** Filters events to show ONLY companies headquartered in the specified countries. Can be combined with other filters (exchanges, date ranges). **Examples:** - US companies only: ["US"] - North American markets: ["US", "CA", "MX"] - European markets: ["GB", "DE", "FR", "IT", "ES"] - Asian markets: ["JP", "CN", "HK", "SG", "KR"] **Note:** Use official ISO 3166-1 alpha-2 codes. All codes should be uppercase.

Default: null
cursorstring

OPTIONAL. Pagination cursor to retrieve the next page of results. **Format:** String value returned by the API (e.g., "549698") **How to Use:** 1. Make initial request without cursor parameter 2. If response includes a "cursor" field in the result, more pages exist 3. Copy that cursor value EXACTLY and pass it in the next request 4. Repeat until no cursor is returned (indicating last page) **IMPORTANT:** Always pass the cursor value as-is without modification. The cursor is an opaque string that should be treated as a reference token. **Example Flow:** Request 1: {"limit": 5} (no cursor) Response 1: {..., "cursor": "549698"} Request 2: {"limit": 5, "cursor": "549698"} Response 2: {..., "cursor": "549703"} Request 3: {"limit": 5, "cursor": "549703"} Response 3: {...} (no cursor = last page) **Note:** Only applicable when result sets are large. Most queries return all results in the first response without needing pagination.

Default: null
end_datestring

OPTIONAL. End date for the events calendar date range. **Format:** ISO 8601 date string - "YYYY-MM-DD" **Default Behavior:** If omitted, defaults to 7 days after start_date. **Examples:** - "2026-02-03" - February 3, 2026 - "2026-02-28" - February 28, 2026 - "2026-12-31" - December 31, 2026 **Relationship with start_date:** - end_date must be >= start_date - Recommended: Always provide BOTH start_date and end_date together - If only start_date provided: end_date defaults to start_date + 7 days - If only end_date provided: start_date defaults to today **Common Date Ranges:** - Next week: start_date=today, end_date=today+7days - This month: start_date="2026-02-01", end_date="2026-02-28" - This quarter: start_date="2026-01-01", end_date="2026-03-31" - Next 30 days: start_date=today, end_date=today+30days - Specific week: start_date="2026-02-03", end_date="2026-02-09" **Date Range Behavior:** - Used for BOTH company-specific (with rp_entity_ids) and discovery queries - Date is inclusive - end_date="2026-02-03" includes all events on February 3 - Larger date ranges may return more results (use limit/cursor for pagination) **Note:** For best results, always specify both start_date and end_date explicitly rather than relying on defaults.

Default: null
exchangesarray

OPTIONAL. List of stock exchange codes to filter events by listing venue. **Format:** Exchange identifier MIC codes (case-sensitive). Use exact exchange codes as they appear in market data. **Major US Exchanges:** - "XNYS" - New York Stock Exchange - "XNGS" - Nasdaq Global Select Market - "XNMS" - Nasdaq Global Market - "XNAS" - Nasdaq - "ARCX" - NYSE Arca - "XASE" - NYSE American (formerly AMEX) - "XCBO" - Chicago Board Options Exchange - "OTCM" - OTC Markets (Grey Market) **International Exchanges:** - "XBUE" - Buenos Aires Stock Exchange (Argentina) - "XASX" - Australian Securities Exchange (Australia) - "XWBO" - Wiener Börse (Austria) - "XDHA" - Dhaka Stock Exchange (Bangladesh) - "XBRU" - Euronext Brussels (Belgium) - "BVMF" - B3 / São Paulo Stock Exchange (Brazil) - "XBUL" - Bulgaria Stock Exchange - "XTSE" - Toronto Stock Exchange (Canada) - "XTSX" - TSX Venture Exchange (Canada) - "XSGO" - Santiago Stock Exchange (Chile) - "XSHG" - Shanghai Stock Exchange (China) - "XSHE" - Shenzhen Stock Exchange (China) - "XPRA" - Prague Stock Exchange (Czech Republic) - "XCSE" - Nasdaq Copenhagen (Denmark) - "XTAL" - Nasdaq Tallinn (Estonia) - "XHEL" - Nasdaq Helsinki (Finland) - "XPAR" - Euronext Paris (France) - "XFRA" - Frankfurt Stock Exchange (Germany) - "ASEX" - Athens Stock Exchange (Greece) - "XHKG" - Hong Kong Stock Exchange - "XBUD" - Budapest Stock Exchange (Hungary) - "XICE" - Nasdaq Iceland - "XBOM" - Bombay Stock Exchange (India) - "XNSE" - National Stock Exchange of India - "XIDX" - Indonesia Stock Exchange - "XDUB" - Irish Stock Exchange - "XTAE" - Tel Aviv Stock Exchange (Israel) - "XMIL" - Borsa Italiana (Italy) - "XJPX" - Tokyo Stock Exchange (Japan) - "XNGO" - Nagoya Stock Exchange (Japan) - "XFKA" - Fukuoka Stock Exchange (Japan) - "XSAP" - Sapporo Stock Exchange (Japan) - "XRIS" - Nasdaq Riga (Latvia) - "XKLS" - Bursa Malaysia - "XMEX" - Mexican Stock Exchange - "XCAS" - Casablanca Stock Exchange (Morocco) - "XAMS" - Euronext Amsterdam (Netherlands) - "XNZE" - New Zealand Stock Exchange - "XOSL" - Oslo Børs (Norway) - "NOTC" - Norway OTC Market - "XLIM" - Lima Stock Exchange (Peru) - "XPHS" - Philippine Stock Exchange - "XWAR" - Warsaw Stock Exchange (Poland) - "XLIS" - Euronext Lisbon (Portugal) - "XBSE" - Bucharest Stock Exchange (Romania) - "XSES" - Singapore Exchange - "XLJU" - Ljubljana Stock Exchange (Slovenia) - "XJSE" - Johannesburg Stock Exchange (South Africa) - "XKRX" - Korea Exchange - "XKOS" - KOSDAQ (South Korea) - "XMAD" - Madrid Stock Exchange (Spain) - "XSTO" - Nasdaq Stockholm (Sweden) - "XSWX" - SIX Swiss Exchange - "XTAI" - Taiwan Stock Exchange - "ROCO" - Taipei Exchange (Taiwan) - "XBKK" - Stock Exchange of Thailand - "XIST" - Borsa Istanbul - "XETR" - XETRA (Germany) - "XMUN" - Börse München (Germany) - "XSTU" - Börse Stuttgart (Germany) - "XDUS" - Düsseldorf Stock Exchange (Germany) - "XHAM" - Hamburg Stock Exchange (Germany) - "XHAN" - Hannover Stock Exchange (Germany) - "XSAU" - Saudi Stock Exchange (Tadawul) - "XLIT" - Nasdaq Vilnius (Lithuania) - "XNSX" - National Stock Exchange of Australia - "XADS" - Abu Dhabi Securities Exchange - "XDFM" - Dubai Financial Market - "DIFX" - NASDAQ Dubai - "XNGM" - Nordic Growth Market - "XSTC" - Ho Chi Minh Stock Exchange (Vietnam) - "HSTC" - Hanoi Stock Exchange (Vietnam) - "BMEX" - Bolsas y Mercados Españoles - "XCNQ" - Canadian Securities Exchange - "XSAT" - Spotlight Stock Market (Sweden) **Behavior:** Filters events to show ONLY companies listed on the specified exchanges. A company may be listed on multiple exchanges. **Examples:** - NYSE listings only: ["XNYS"] - All Nasdaq: ["XNGS", "XNGM", "XNAS"] - Major US markets: ["XNYS", "XNGS"] - Canadian markets: ["XTSE", "XTSX"] **Note:** Exchange codes are case-sensitive and must match exactly.

Default: null
limitinteger

OPTIONAL. Maximum number of events to return per page for pagination control. **Valid Range:** 1 to 500 **Default:** 100 events per page (if not specified) **When to Use:** - Controlling response size for large queries - Implementing pagination for UI displays - Managing API response times **Examples:** - Small batches: limit=50 - Default behavior: omit parameter (returns 100) - Maximum results: limit=500 **Note:** Use with cursor parameter to paginate through large result sets. Most queries complete without needing pagination.

Default: null
rp_entity_idsarray

OPTIONAL. List of RavenPack Entity ID strings for targeting specific companies. **Format:** 6-character alphanumeric codes. Example: "4A6F00" (Apple), "D8442A" (Tesla) **How to Get Entity IDs:** 1. FIRST call find_securities tool with company name/ticker 2. Extract "id" field from response 3. Pass that ID to this parameter **Behavior:** - When PROVIDED: Fetches events ONLY for specified companies - When OMITTED: Fetches events based on date range and/or filter criteria (countries, exchanges) **Supports Multiple Companies:** Can provide 1-100 entity IDs in a single request. **Examples:** - Single company: ["4A6F00"] (Apple) - Multiple companies: ["4A6F00", "D8442A", "0D5410"] (Apple, Tesla, Microsoft) - FAANG stocks: ["4A6F00", "549300", "D8442A", "D61BE0", "3BE4E0"] **Use Cases:** - "What's Apple's earnings schedule?" → ["4A6F00"] - "Show me earnings for FAANG companies" → Get IDs for Meta, Apple, Amazon, Netflix, Google - "Compare Tesla and Ford events" → Get IDs for both companies **Combining with Other Filters:** - Can combine with start_date/end_date to filter by time range - Can combine with categories to show only earnings or conferences - CANNOT combine with countries or exchanges (entity IDs already specify companies) **Note:** Always use find_securities tool first to get valid entity IDs. Do not guess or make up IDs.

Default: null
sectorsarray

OPTIONAL. List of industry sectors to filter events by company sector classification. **Valid Sector Values (case-sensitive, use exact strings):** - "Basic Materials" - Mining, chemicals, construction materials, metals & mining - "Consumer Goods" - Food & beverage, household products, personal products, tobacco - "Consumer Services" - Retail, media, travel & leisure, consumer durables - "Energy" - Oil & gas, coal, alternative energy - "Financials" - Banks, insurance, investment services, real estate finance - "Health Care" - Pharmaceuticals, biotechnology, medical equipment, healthcare providers - "Industrials" - Aerospace, defense, construction, machinery, transportation - "Real Estate" - REITs, real estate management & development - "Technology" - Software, hardware, semiconductors, IT services - "Telecommunications" - Telecom services, wireless, broadband - "Utilities" - Electric, gas, water utilities, renewable utilities **Behavior:** - If NOT provided: Returns events for companies from ALL sectors - If provided: Returns events ONLY for companies in the specified sectors - Can be combined with other filters (countries, exchanges, categories, date ranges) **Examples:** - Technology only: ["Technology"] - Tech and Healthcare: ["Technology", "Health Care"] - Financial services: ["Financials", "Real Estate"] - Energy sector: ["Energy", "Utilities"] **Common Use Cases:** - "Show me tech earnings this quarter" → Use sectors: ["Technology"], categories: ["earnings-call"] - "Healthcare conferences in Q1" → Use sectors: ["Health Care"], categories: ["conference-call"] - "Financial sector events for US companies" → Use sectors: ["Financials"], countries: ["US"] - "Energy and utilities earnings" → Use sectors: ["Energy", "Utilities"], categories: ["earnings-call"] **Note:** Sector classifications come from the RavenPack Knowledge Graph company database.

Default: null
start_datestring

OPTIONAL. Start date for the events calendar date range. **Format:** ISO 8601 date string - "YYYY-MM-DD" **Default Behavior:** If omitted, defaults to today's date. **Examples:** - "2026-01-27" - January 27, 2026 - "2026-02-01" - February 1, 2026 - "2026-12-31" - December 31, 2026 **Use Cases:** - Future events: start_date="2026-02-01", end_date="2026-02-28" (February events) - Past events: start_date="2026-01-01", end_date="2026-01-15" (historical) - This week: start_date=today, end_date=today+7days - This month: start_date="2026-02-01", end_date="2026-02-28" - This quarter: start_date="2026-01-01", end_date="2026-03-31" **Date Range Behavior:** - Used for BOTH company-specific (with rp_entity_ids) and discovery queries (without rp_entity_ids) - For discovery queries without dates: Defaults to next 7 days - For company queries without dates: Returns all upcoming events (no date limit) - ALWAYS use with end_date for complete date range specification **Note:** Date is inclusive. start_date="2026-01-27" includes all events on January 27.

Default: null

Market Tearsheet — Equities, Bonds, Yields, Commodities & Currencies

bigdata_market_tearsheet
Full Description

Returns a comprehensive market snapshot in markdown covering eight asset classes: global equity ETFs, equity sectors, major stock market indexes, commodities, fixed income bond ETFs, US Treasury yields, equity factors, and currencies (fiat + crypto). For each instrument the tearsheet shows current price and percentage changes over 1D, 5D, 1M, 3M, 6M, YTD, and 1Y. Note: equity data in Global Markets reflects ETF prices (e.g. SPY for US, EWG for Germany, EWJ for Japan), not the underlying index levels directly (S&P 500, DAX, Nikkei). ETF prices closely track their benchmark indexes and are a reliable proxy for country equity performance. Major Indexes shows the actual index levels.

When to Use: Use this tool when users ask about:

  • "Market tearsheet", "market snapshot", "market screenshot", or "global markets"
  • How country or regional stock markets are performing (e.g. US market, European markets, Asian markets, Emerging Markets)
  • Global equity market performance, country stock market returns, or regional market comparisons
  • Which countries or regions are outperforming or underperforming (daily or over multiple periods)
  • A broad overview of worldwide market conditions
  • Major stock market index levels or performance — S&P 500, Dow Jones, NASDAQ, DAX, FTSE 100, Nikkei, etc.
  • Commodity prices or performance — oil, gas, gold, silver, copper, wheat, corn, coffee, etc.
  • Currency performance — major fiat pairs (EUR/USD, GBP/USD, USD/JPY, USD/CNY, etc.) or emerging market currencies
  • Crypto prices or performance — Bitcoin, Ethereum, Solana, XRP, BNB, etc.
  • Equity sector performance — Technology, Health Care, Financials, Energy, etc.
  • Fixed income / bond market performance — Treasury ETFs, corporate bonds, municipal bonds, TIPS, MBS, emerging market debt
  • US Treasury yield curve — current rates and changes for 1M, 3M, 6M, 1Y, 2Y, 5Y, 10Y, 20Y, 30Y maturities
  • Interest rate movements, yield curve shape, or rate changes over time
  • Equity factor performance — growth vs value, momentum, small-cap, quality, buybacks, etc.
  • Multi-period performance comparisons (5D, 1M, 3M, 6M, YTD, 1Y) across any of the above

Data Returned: The tearsheet is structured in eight sections, each as a markdown table. Every row includes: name, ticker, current price, and percentage changes for 1D, 5D, 1M, 3M, 6M, YTD, and 1Y. → Global Markets (38 country/region equity ETFs, grouped by region): Americas: United States (SPY), Canada, Mexico, Brazil, Chile, Colombia, Argentina Europe: United Kingdom, Germany, France, Italy, Spain, Netherlands, Switzerland, Sweden, Poland Asia-Pacific: Japan, China, Hong Kong, South Korea, Taiwan, Australia, India, Singapore, Malaysia, Thailand, Indonesia, Philippines, New Zealand Mideast-Africa: South Africa, Israel, Turkey, Saudi Arabia, Qatar Other: Emerging Markets (EEM), Emerging Markets Vanguard (VWO), EAFE Developed ex-US (EFA), All World ex-US (VEU)

Major Indexes (38 stock market indexes, grouped by region): North America (11): S&P 500, Dow Jones Industrial Avg, NASDAQ Composite, NASDAQ 100, Russell 2000, Russell 1000, Wilshire 5000, NYSE Composite, CBOE Volatility Index (VIX), S&P/TSX Composite, S&P BMV IPC Europe (13): FTSE 100, DAX 40, CAC 40, Euro Stoxx 50, STOXX Europe 600, IBEX 35, FTSE MIB, AEX, SMI, OMX Stockholm 30, BEL 20, ATX, MOEX Russia Asia-Pacific (12): Nikkei 225, Hang Seng, S&P/ASX 200, KOSPI, TWSE (TAIEX), NIFTY 50, BSE SENSEX, STI Index, NZX 50, SET Index, Jakarta Composite, KLCI Other (5): Bovespa, Merval, JSE Top 40, EGX 30, Tadawul All Share

Commodities (30 instruments, grouped by sector): Energy (5): Crude Oil WTI, Brent Crude, Natural Gas, Gasoline RBOB, Heating Oil Metals (8): Gold, Silver, Platinum, Palladium, Micro Gold, Micro Silver, Copper, Aluminum Agricultural (17): Corn, Wheat, Soybeans, Soybean Oil, Soybean Meal, Oats, Rough Rice, Sugar, Coffee, Cocoa, Cotton, Orange Juice, Live Cattle, Feeder Cattle, Lean Hogs, Lumber, Class III Milk

Currencies (49 pairs, grouped by type): Fiat Currencies (34 pairs): Major pairs (EUR/USD, GBP/USD, USD/JPY, USD/CHF, AUD/USD, USD/CAD, NZD/USD), cross pairs (EUR/GBP, EUR/JPY, GBP/JPY, EUR/CHF, AUD/JPY, EUR/AUD, GBP/CHF, AUD/NZD, EUR/CAD, GBP/AUD, CAD/JPY), and emerging market pairs (USD/CNY, USD/CNH, USD/INR, USD/MXN, USD/BRL, USD/ZAR, USD/TRY, USD/KRW, USD/TWD, USD/SGD, USD/THB, USD/RUB, USD/PLN, USD/CLP, USD/IDR, USD/PHP) Cryptocurrencies (15): BTC/USD, ETH/USD, USDT, BNB/USD, SOL/USD, USDC, XRP/USD, ADA/USD, DOGE/USD, AVAX/USD, DOT/USD, LINK/USD, TRX/USD, MATIC/USD, LTC/USD

Equity Sectors (11 US sector ETFs): United States: Technology (XLK), Health Care (XLV), Financials (XLF), Consumer Discretionary (XLY), Communication Services (XLC), Industrials (XLI), Consumer Staples (XLP), Energy (XLE), Utilities (XLU), Real Estate (XLRE), Materials (XLB)

Fixed Income (26 bond ETFs, grouped by category): US Treasury Duration (7): 0-1Y Tsy (SHV), 1-3Y Tsy (SHY), 3-7Y Tsy (IEI), 7-10Y Tsy (IEF), 10-20Y Tsy (TLH), 20Y+ Tsy (TLT), Laddered Tsy (GOVI) US Government Agencies (7): US Tsy (GOVT), US TIPS (TIP), US Agencies (AGZ), Mortgage-Backed MBS (MBB), Ginnie Mae GNMA (GNMA), Municipals (MUB), Municipal Short-Term (SUB) US Corporate Credit (8): USD Aggregate Bond (AGG), Senior Loans (BKLN), High Grade Corp (LQD), High Yield Corp (HYG), Convertibles (CWB), Preferred Stock (PFF), HG Floating Corp (FLOT), HG Short-Term Corp (MINT) International Credit (4): Intl Treasuries (IGOV), Intl Aggregate Bond (BNDX), USD Emerging Markets (EMB), Local Emerging Markets (EMLC)

Yields (12 US Treasury maturities): Shows current yield and percentage-point changes for 1D, 5D, 1M, 3M, 6M, YTD, 1Y. Maturities: 1 Month, 2 Month, 3 Month, 6 Month, 1 Year, 2 Year, 3 Year, 5 Year, 7 Year, 10 Year, 20 Year, 30 Year

Equity Factors (20 factor ETFs, grouped by style, relative to S&P 500): Style (6): Growth (IWF), Value (IWD), Momentum (MTUM), Small-Cap (IJR), Low Volatility (USMV), High Dividend Yield (VYM) Qualitative (6): Buybacks (PKW), Spin-offs (CSD), Hedge Funds (GURU), IPOs (IPO), Quality (QUAL), Private Equity (PSP) Size & Style (8): Large-Cap Value (IVE), Large-Cap Growth (IVW), Mid-Cap Value (IJJ), Mid-Cap Core (IJH), Mid-Cap Growth (IJK), Small-Cap Value (IWN), Small-Cap Core (IWM), Small-Cap Growth (IWO)

Complement to bigdata_market_tearsheet: For macro/economic context (GDP, CPI, interest rates, economic calendar) use bigdata_country_tearsheet instead.

Data sources (LLM instruction): When presenting market tearsheet results to the user, identify the data sources mentioned or implied in the tool response content and add a "Data sources" section at the bottom listing them.

Get Company Sentiment Analysis

bigdata_sentiment_tearsheet
Full Description

PREFERRED TOOL for any explicit sentiment request. Use this tool whenever the user asks for sentiment, news tone, media perception, or how the media views a company (e.g. "get the sentiment for Apple", "what is the sentiment on Tesla", "show Apple's media sentiment"). Returns a real-time media sentiment analysis for a company as a markdown report. More complete and detailed than the sentiment summary included in the company tearsheet. The report includes:

  • Sentiment score and direction (bullish / bearish / neutral)
  • Media attention level over recent periods
  • An AI-generated narrative summarising the main sentiment drivers
  • Cited source articles supporting the narrative

You must call find_securities first to obtain the rp_entity_id before calling this tool. Works for both public and private companies that have recent media coverage. IMPORTANT: Present the tool output exactly as returned — do not reformat, summarise, or omit any part of the markdown report.

Parameters (1 required)
Required
rp_entity_idstring

RavenPack entity ID of the company (exactly 6 alphanumeric characters, e.g. "D8442A" for Apple, "4A6F00" for Alphabet). Obtain this value by calling find_securities first.

Fetch Document by ID

fetch
Full Description

This tool returns the document by its ID.

Parameters (1 required)
Required
idstring

The unique identifier of the document to fetch.

Find Stocks, ETFs, and Funds by Name or Ticker

find_securities
Full Description

Routing (hard rule): Use find_securities for ETFs, funds, securities-oriented asks (including "find/list/search securities", fund tickers, ETF themes), and also for any company or issuer lookup (name, ticker, or domain) regardless of whether securities language is used. Canonical example: User asks "Apple securities"call find_securities. User asks "Apple" or "tell me about Apple" — also find_securities, putting a single focused token in query (e.g. "Apple" or "AAPL"; follow the one-token rule). Batch resolution: When the user provides multiple tickers or names to look up (e.g. *"map AAPL, TSLA, NVDA to rp_ids"* or *"resolve these tickers: HYDR, PLUG, LIT"*), fire all calls in parallel as a batch — one find_securities call per ticker, all at the same time, not sequentially. Do not combine multiple tickers in a single query. Bare ticker symbols (e.g. AAPL, SPY, HYDR) always go here, never to get_securities. Listed companies in results: Matches can include listed companies and ETFs. Returns REQUIRED data for downstream tools:

  • id: entity identifier for follow-on tools that expect an entity id (e.g. rp_entity_id parameters)
  • Rows include security_type COMPANY vs ETF (and listing metadata for company-like rows where applicable)

DO NOT run this tool again if:

  • The entity you need is already confirmed in this conversation thread
  • You already have the confirmed entity ID from a previous tool call

Use this tool to:

  • Handle "Apple securities" and similar securities-explicit asks
  • Satisfy "find securities", "search for securities", "list securities", "which securities …"

(put the user's intent in query)

  • Resolve ETF or fund names and tickers (e.g. SPY, QQQ) to entity IDs
  • Resolve any company name, ticker, or domain to a RavenPack entity ID

Use get_securities instead when the user provides exact security identifiers: ISIN, CUSIP, SEDOL, or LISTING (e.g. XNAS:AAPL). Search scope: By default, results can include listed companies and ETFs. Optional listing_type, countries, and sectors narrow the universe when the user specifies listing status, geography, or broad sector—use those structured fields rather than stuffing everything into query alone. For countries, pass ISO 3166-1 alpha-2 codes (e.g. US, ES, CA, GB). Unknown or malformed entries are ignored (they do not apply a country filter). Optional filters (use when the user narrows scope—do not bury everything in query only):

  • countries: If they say US, America, in Spain, UK-listed, etc., set countries

to the matching alpha-2 list (e.g. ["US"], ["ES"]; United Kingdom → GB, not UK). Never pass full country names in this argument.

  • sectors: If they mention industry or sector (e.g. finance, banks, tech, healthcare), map to

one of these broad sector labels: Basic Materials, Consumer Goods, Consumer Services, Energy, Financials, Health Care, Industrials, Real Estate, Technology, Telecommunications, Utilities. Examples: "financial industry" / "banks" → ["Financials"]; "tech" / "software" → ["Technology"]. If you are not confident the label fits the user's intent, omit sectors and keep the industry wording in query only.

  • listing_type: When the user specifies public vs private listing, set PUBLIC or

PRIVATE (not free text in query).

  • query vs filters: Put one issuer or securities-focused token in query (e.g. Apple,

Apple securities, AAPL per rules). When listing_type, countries, and/or sectors are set, avoid repeating long listing, geography, or sector phrases inside query—let the filters carry that signal.

Composite example: *"Apple in the US in the financial sector"* → find_securities with query: "Apple", countries: ["US"], sectors: ["Financials"]. Returns: A JSON array with a single element: an object with results (up to 5 matches) and metadata: request_id (UUID for correlating this tool call; not an end-user id) and timestamp (UTC ISO-8601). Each match in results includes security_type, id, identifiers, etc. If the top hit is wrong, inspect the remaining results before re-querying.

Parameters (1 required, 4 optional)
Required
querystring

**Primary search text.** One focused token per call — do not combine unrelated identifiers. Valid inputs: - Company name (e.g. "Apple", "Tesla", "Meta") - Company or ETF ticker (e.g. "AAPL", "SPY", "QQQ") - Company domain / webpage (e.g. "apple.com") - Short theme for ETF discovery (e.g. "dividend ETF", "semiconductor ETFs") If the user provides an exact **ISIN**, **CUSIP**, **SEDOL**, or **LISTING** identifier, use **`get_securities`** instead of this tool. If the user only says **"find securities"** with no name yet, pass a short honest summary in `query` (theme, region, asset class). Otherwise one focused token, for example: - **ETF/fund** name or ticker (e.g. "SPY", "Invesco QQQ") - **Listed issuer** token **only** with explicit **securities** framing (see above) - **ETF/fund** ISIN, CUSIP, or SEDOL - Fund factsheet domain when clearly a **fund** - Short themes (e.g. "dividend ETF", "semiconductor ETFs") **HARD RULE - Do NOT combine unrelated identifiers** in one string. Put one best token in `query` only. **With optional filters:** When the user also gives **listing type**, **country**, and/or **sector**, pass **`listing_type`** (**`PUBLIC`** / **`PRIVATE`**), **`countries`** (ISO alpha-2), and **`sectors`** (labels like **Financials**) on the tool call. Do **not** fold that prose into **`query`** if those filters are populated—keep **`query`** to the issuer / securities focus. **When multiple identifiers are available**, pick the single most specific for `query` using: 1. Ticker 2. Domain / webpage 3. Name Minimum length 2.

Optional
countriesarray

Optional. One or more ISO 3166-1 alpha-2 country codes (e.g. US, ES, CA, GB). Invalid or unknown codes are ignored; if none remain valid, no country filter is applied.

Default: null
listing_type

Optional. Restrict to PUBLIC (public-market listed) or PRIVATE (private-market) listing status.

Default: null
sectorsarray

Optional. Broad equity sector filter. Allowed labels: Basic Materials, Consumer Goods, Consumer Services, Energy, Financials, Health Care, Industrials, Real Estate, Technology, Telecommunications, Utilities. If unsure, omit and describe the industry in query instead.

Default: null
security_typesarray

Optional. Which instrument kinds to include: COMPANY (listed issuers), ETF (funds/ETFs), BOND. When omitted, both companies and ETFs are included. Passing only BOND does not restrict by instrument kind (results still span companies and ETFs); add COMPANY and/or ETF to narrow the set.

Default: null

Get Issuer Company by Security Identifier (ISIN, CUSIP, SEDOL, Listing)

get_securities
Full Description

Resolves one or more security identifiers to issuer company records from the knowledge graph (not for fuzzy name search — use find_securities for company or ETF names, tickers, and themes). When to use

  • User provides exact structured identifiers: CUSIP 037833100, ISIN US0378331005,

SEDOL 2046251, LISTING XNAS:AAPL (exchange MIC + ":" + symbol).

  • You already have exact identifiers and need rp_company_id, company profile, and cross-refs.

Do NOT use for bare ticker symbols (e.g. AAPL, SPY, QQQ, HYDR, PLUG). A LISTING identifier requires the full EXCHANGE:TICKER format with a colon (e.g. XNAS:AAPL). Plain tickers, company names, or ETF symbols → use find_securities instead. The API infers the type per id: length 12 → ISIN, 9 → CUSIP, 7 → SEDOL, or ":" → LISTING. Mixed shapes in one request are supported (batched by type). Returns results (map of each requested identifier → a typed object or `null if unknown or if the id failed shape validation), plus metadata: request_id is the unique id for this MCP HTTP request (UUID), not the end-user id; plus timestamp (UTC ISO-8601). If some ids are malformed, message explains which were skipped; well-formed ids are still resolved. If all ids are malformed, results is empty and data-tools is not called. Each resolved entry includes security_type COMPANY, ETF, or BOND. ETF vs COMPANY follows knowledge-graph company_etf_type (ETF or BUSINESS). BOND applies when the row has security_class FIXED_INCOME or the inferred id type is BISIN / BCUSIP; bonds nest the issuer under details.company. Identifier cross-reference lists are on flat COMPANY / ETF` rows only. Data sources (LLM instruction): When presenting results, identify data sources implied in the payload and add a "Data sources" section.

Parameters (1 required)
Required
market_identifiersarray

One or more market security identifiers to resolve (max 50 per call). Same strings the backend receives as ``security_id`` (in order): CUSIP `037833100`, ISIN `US0378331005`, SEDOL `2046251`, LISTING `XNAS:AAPL`. Each entry must match those shapes; well-formed ids with no KG match return ``null`` in ``results``. Example: ["US0378331005", "US037833CX61", "US3896371099", "UNKNOWN"] (last: unknown SEDOL-shaped id).

Search News, Financial & Business Content

search
Full Description

Primary search tool for retrieving financial and business content from Bigdata's comprehensive database. CONTENT COVERAGE:

  • SEC Filings: 10-K, 10-Q, 8-K, 20-F and other regulatory documents
  • Earnings Transcripts: earnings calls, investor meetings, conference presentations
  • News: thousands of sources covering markets, companies, and industries
  • Research Reports: broker reports, analyst notes, equity research
  • Proprietary Files: user-uploaded documents/emails and proprietary broker reports.
  • Podcasts and expert interviews

SEARCH RULES (must follow before every call): 1. ONE FOCUS PER QUERY. Mixed topics → split into separate calls. "Nvidia partnership news and earnings results in 2025" "News about Nvidia partnerships in 2025" + "Nvidia earnings results in 2025" 2. NATURAL LANGUAGE. Full sentences, not keyword lists. "Epic Apple App Store lawsuit" "Epic Games' antitrust lawsuit against Apple over App Store commissions" 3. ONE TIME PERIOD PER CALL. Split multi-period asks into separate calls. "Spotify broker reports from 2024 and 2025" "Spotify broker reports from 2024" + "Spotify broker reports from 2025" 4. ONE ENTITY GROUP PER CALL. Split unrelated entities into separate calls. "Tesla and Spotify 10-Ks in 2025" "Tesla 10-Ks in 2025" + "Spotify 10-Ks in 2025" 5. DO NOT INVENT DATES. If the user did not name a period, do not add one to the query. Pass temporal wording verbatim ("yesterday", "last quarter", "FY2024"). 6. ITERATE. Broader queries first, then refine with follow-up calls based on gaps. Only raise max_chunks if the SAME query genuinely needs more content; otherwise issue a related but different query.

Parameters (1 required)
Required
querystring

natural language query — include the entity, the aspect/topic, optional time context, and optional content-type hint ("10-K", "earnings call", "investment research" / "broker report", "news"), and the source name if provided by the user. Those references are detected and used to narrow the search.