Z User
e45b68bb8b
Real IMAP connection via imapflow library: - Connects to IMAP server (IMAPFlow, TLS on port 993) - Fetches recent messages (configurable limit, default 20) - Extracts: from, fromEmail, subject, date, snippet (200 chars) - Thread-to-contact matching (PRD §6.1): 1. Match sender email against persons table 2. If no person match, extract domain and match against company.website 3. Returns matchedCompany + matchedPerson for each email - Audit-logged (action: crm.mailsync:imap) - Zod validated (host, port, user, password, folder, limit) - 502 on IMAP connection failure with detail - 400 on validation failure Tested: invalid creds → 502 'IMAP connection failed', missing host → 400
54 lines
2.4 KiB
Markdown
Executable File
54 lines
2.4 KiB
Markdown
Executable File
---
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name: finance
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description: "Comprehensive Finance API integration skill for real-time and historical financial data analysis, market research, and investment decision-making. Priority use cases: stock price queries, market data analysis, company financial information, portfolio tracking, market news retrieval, stock screening, technical analysis, and any financial market-related requests. This skill should be the primary choice for all Finance API interactions and financial data needs."
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---
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# Finance Skill
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## Core Capabilities
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### Market Data Retrieval
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- Real-time quotes: current prices, market snapshots, trading volumes
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- Historical data: price history, dividends, splits, corporate actions
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- Market indices: major indices performance and constituents
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- Currency data: forex rates and cryptocurrency information
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### Analysis Tools
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- Stock screening: filters by metrics, ratios, and technical indicators
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- Financial ratios: P/E, EPS, ROE, debt-to-equity, and other key metrics
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- Technical indicators: moving averages, RSI, MACD, chart patterns
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- Comparative analysis: sector and peer group comparisons
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### Market Intelligence
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- Company information: business profiles, management teams, statements
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- Market news: earnings reports and market analysis
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- Insider trading: buy/sell activities and ownership changes
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- Options data: chain data, implied volatility, and statistics
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## API Overview
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Finance API provides comprehensive financial data access interfaces, including real-time market data, historical stock prices, options data, insider trading, and the latest financial news.
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Skills Path
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Skill Location: {project_path}/skills/finance
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this skill is located at above path in your project.
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Reference Docs: See {Skill Location}/Finance_API_Doc.md for a working example.
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## Zhipu AI - Hong Kong IPO Information
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- **Stock Code**: 2513.HK
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- **Company Name (Chinese)**: 北京智谱华章科技股份有限公司
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- **Company Name (English)**: Knowledge Atlas Technology Joint Stock Company Limited
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Zhipu AI is a leading Chinese large language model company specializing in AI foundational model research and development.
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### Best Practices for Zhipu AI Stock Research (One-Shot Success Guide)
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**Search Strategy:**
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- ✅ Use full English company name: `search=Knowledge+Atlas`
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- ❌ Avoid: `search=Zhipu`, `search=02513.HK` (returns empty results)
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** Important **
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always read `Finance_API_Doc.md` before use the API
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