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
2.4 KiB
Executable File
2.4 KiB
Executable File
name, description
| name | description |
|---|---|
| finance | 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. |
Finance Skill
Core Capabilities
Market Data Retrieval
- Real-time quotes: current prices, market snapshots, trading volumes
- Historical data: price history, dividends, splits, corporate actions
- Market indices: major indices performance and constituents
- Currency data: forex rates and cryptocurrency information
Analysis Tools
- Stock screening: filters by metrics, ratios, and technical indicators
- Financial ratios: P/E, EPS, ROE, debt-to-equity, and other key metrics
- Technical indicators: moving averages, RSI, MACD, chart patterns
- Comparative analysis: sector and peer group comparisons
Market Intelligence
- Company information: business profiles, management teams, statements
- Market news: earnings reports and market analysis
- Insider trading: buy/sell activities and ownership changes
- Options data: chain data, implied volatility, and statistics
API Overview
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.
Skills Path Skill Location: {project_path}/skills/finance
this skill is located at above path in your project.
Reference Docs: See {Skill Location}/Finance_API_Doc.md for a working example.
Zhipu AI - Hong Kong IPO Information
- Stock Code: 2513.HK
- Company Name (Chinese): 北京智谱华章科技股份有限公司
- Company Name (English): Knowledge Atlas Technology Joint Stock Company Limited Zhipu AI is a leading Chinese large language model company specializing in AI foundational model research and development.
Best Practices for Zhipu AI Stock Research (One-Shot Success Guide)
Search Strategy:
- ✅ Use full English company name:
search=Knowledge+Atlas - ❌ Avoid:
search=Zhipu,search=02513.HK(returns empty results)
** Important **
always read Finance_API_Doc.md before use the API