finhay-mcp-server 1.0.8 → 1.0.9

package/README.en.md

@@ -88,7 +88,7 @@ Open Claude and ask:
 
 ## Tools
 
-### Market data (16 tools)
+### Market data (20 tools)
 
 | Tool | Description |
 |------|-------------|
@@ -103,17 +103,20 @@ Open Claude and ask:
 | `get_gold_providers` | Gold prices by provider |
 | `get_silver_prices` | Silver prices |
 | `get_silver_chart` | Silver price chart |
+| `get_metal_providers` | Gold + silver prices by provider |
 | `get_all_financial_data` | All-in-one: gold, silver, crypto, rates, FX |
 | `get_bank_interest_rates` | Bank savings interest rates |
 | `get_crypto_top_trending` | Top trending cryptocurrencies |
+| `get_company_financial_overview` | Company financial overview (PE, PB, ROE, EPS...) |
+| `get_company_financial_analysis` | Financial analysis by year/quarter |
+| `get_financial_statement` | Financial statements (income, balance sheet, cash flow) |
 | `get_macro_data` | Macro indicators (CPI, PMI, IIP, FED rate...) |
 | `get_market_session` | Trading session status |
 
-### Account (10 tools)
+### Account (8 tools)
 
 | Tool | Description |
 |------|-------------|
-| `get_owner_info` | Account owner info |
 | `get_account_summary` | Balance: cash, securities, margin |
 | `get_asset_summary` | Total assets |
 | `get_portfolio` | Stock portfolio with P/L |
@@ -122,7 +125,6 @@ Open Claude and ask:
 | `get_order_book` | Today's order book |
 | `get_order_detail` | Single order detail |
 | `get_user_rights` | Shareholder rights: dividends, rights issues... |
-| `get_trade_info` | Buying power / sellable quantity |
 
 
 ## Requirements

package/README.md

@@ -88,7 +88,7 @@ Mở Claude, hỏi:
 
 ## Tools
 
-### Thị trường (16 tools)
+### Thị trường (20 tools)
 
 | Tool | Mô tả |
 |------|-------|
@@ -103,17 +103,20 @@ Mở Claude, hỏi:
 | `get_gold_providers` | Giá vàng theo nhà cung cấp |
 | `get_silver_prices` | Giá bạc |
 | `get_silver_chart` | Biểu đồ giá bạc |
+| `get_metal_providers` | Giá vàng + bạc theo nhà cung cấp |
 | `get_all_financial_data` | Tổng hợp: vàng, bạc, crypto, lãi suất, tỷ giá |
 | `get_bank_interest_rates` | Lãi suất tiết kiệm ngân hàng |
 | `get_crypto_top_trending` | Crypto xu hướng |
+| `get_company_financial_overview` | Tổng quan tài chính doanh nghiệp (PE, PB, ROE, EPS...) |
+| `get_company_financial_analysis` | Phân tích tài chính theo năm/quý |
+| `get_financial_statement` | Báo cáo tài chính (BCTC, CDKT, LCTT) |
 | `get_macro_data` | Chỉ số vĩ mô (CPI, PMI, IIP, FED rate...) |
 | `get_market_session` | Trạng thái phiên giao dịch |
 
-### Tài khoản (10 tools)
+### Tài khoản (8 tools)
 
 | Tool | Mô tả |
 |------|-------|
-| `get_owner_info` | Thông tin chủ tài khoản |
 | `get_account_summary` | Số dư: tiền mặt, chứng khoán, ký quỹ |
 | `get_asset_summary` | Tổng tài sản |
 | `get_portfolio` | Danh mục cổ phiếu với lãi/lỗ |
@@ -122,7 +125,6 @@ Mở Claude, hỏi:
 | `get_order_book` | Sổ lệnh trong ngày |
 | `get_order_detail` | Chi tiết 1 lệnh |
 | `get_user_rights` | Quyền cổ đông: cổ tức, quyền mua... |
-| `get_trade_info` | Sức mua / số lượng bán được |
 
 
 ## Yêu cầu

package/dist/client/AccountContext.d.ts

@@ -1,11 +1,15 @@
 import { FinhayClient } from './FinhayClient.js';
+export interface SubAccount {
+    id: string;
+    type: string;
+    subAccountExt: string;
+}
 export interface AccountInfo {
     userId: string;
-    defaultSubAccountId: string;
-    subAccountIds: string[];
+    subAccounts: SubAccount[];
 }
 /**
- * Fetches and caches account info (userId, subAccountIds) on startup.
+ * Fetches and caches account info (userId, subAccounts) on startup.
  * Tools use this as default when user does not provide subAccountId.
  */
 export declare class AccountContext {
@@ -14,6 +18,7 @@ export declare class AccountContext {
     constructor(client: FinhayClient);
     init(): Promise<void>;
     getUserId(): string | undefined;
+    getSubAccountByType(type: string): SubAccount | undefined;
     getDefaultSubAccountId(): string | undefined;
     getSubAccountIds(): string[];
     /**

package/dist/client/AccountContext.js

@@ -1,5 +1,5 @@
 /**
- * Fetches and caches account info (userId, subAccountIds) on startup.
+ * Fetches and caches account info (userId, subAccounts) on startup.
  * Tools use this as default when user does not provide subAccountId.
  */
 export class AccountContext {
@@ -10,24 +10,27 @@ export class AccountContext {
     }
     async init() {
         try {
-            // Step 1: get userId
+            // Step 1: get userId from .data.user_id
             const meData = await this.client.get('/users/v1/users/me');
-            const meResult = meData.result ?? meData.data;
-            const userId = meResult?.user_id ?? meResult?.userId ?? meResult?.id ?? '';
+            const userId = meData.data?.user_id ?? '';
             if (!userId) {
-                throw new Error('Could not extract userId from /users/v1/users/me');
+                throw new Error('Could not extract user_id from /users/v1/users/me');
             }
-            // Step 2: get sub-accounts
+            // Step 2: get sub-accounts with type and sub_account_ext
             const subData = await this.client.get(`/users/v1/users/${userId}/sub-accounts`);
-            const subResult = subData.result ?? subData.data ?? [];
-            const subAccounts = Array.isArray(subResult) ? subResult : subResult?.subAccounts ?? subResult?.sub_accounts ?? [];
-            const subAccountIds = subAccounts.map((sa) => sa.subAccountId ?? sa.sub_account_id ?? sa.id ?? '').filter(Boolean);
-            this.info = {
-                userId: String(userId),
-                defaultSubAccountId: subAccountIds[0] ?? '',
-                subAccountIds,
-            };
-            console.error(`[finhay-mcp] Account loaded: userId=${this.info.userId}, subAccounts=[${subAccountIds.join(', ')}]`);
+            const subResult = Array.isArray(subData.result) ? subData.result
+                : Array.isArray(subData.data) ? subData.data
+                    : [];
+            const subAccounts = subResult
+                .map((sa) => ({
+                id: sa.id ?? '',
+                type: (sa.type ?? '').toUpperCase(),
+                subAccountExt: sa.sub_account_ext ?? '',
+            }))
+                .filter((sa) => sa.id);
+            this.info = { userId: String(userId), subAccounts };
+            const summary = subAccounts.map((sa) => `${sa.type}=${sa.id}`).join(', ');
+            console.error(`[finhay-mcp] Account loaded: userId=${this.info.userId}, subAccounts=[${summary}]`);
         }
         catch (err) {
             console.error(`[finhay-mcp] Warning: could not fetch account info: ${err.message}`);
@@ -37,18 +40,23 @@ export class AccountContext {
     getUserId() {
         return this.info?.userId || undefined;
     }
+    getSubAccountByType(type) {
+        return this.info?.subAccounts.find((sa) => sa.type === type.toUpperCase());
+    }
     getDefaultSubAccountId() {
-        return this.info?.defaultSubAccountId || undefined;
+        // Prefer NORMAL, fallback to first available
+        const normal = this.getSubAccountByType('NORMAL');
+        return normal?.id || this.info?.subAccounts[0]?.id || undefined;
     }
     getSubAccountIds() {
-        return this.info?.subAccountIds ?? [];
+        return this.info?.subAccounts.map((sa) => sa.id) ?? [];
     }
     /**
      * Returns the given subAccountId if provided, otherwise falls back to default.
      * Throws if neither is available.
      */
     resolveSubAccountId(subAccountId) {
-        const resolved = subAccountId || this.info?.defaultSubAccountId;
+        const resolved = subAccountId || this.getDefaultSubAccountId();
         if (!resolved) {
             throw new Error('subAccountId is required. Could not auto-detect — provide it explicitly or check your API credentials.');
         }

package/dist/tools/index.js

@@ -1,6 +1,6 @@
 import { registerMarketTools } from './market.js';
 import { registerPortfolioTools } from './portfolio.js';
 export function registerAllTools(server, client, account) {
-    registerMarketTools(server, client); // 16 tools: stock, funds, gold, silver, crypto, macro, etc.
-    registerPortfolioTools(server, client, account); // 10 tools: account, portfolio, orders, pnl, rights, etc.
+    registerMarketTools(server, client); // 20 tools: stock, funds, gold, silver, metals, crypto, macro, company financials, etc.
+    registerPortfolioTools(server, client, account); // 8 tools: account, portfolio, orders, pnl, rights, etc.
 }

package/dist/tools/market.js

@@ -78,6 +78,11 @@ export function registerMarketTools(server, client) {
         const data = await client.get('/market/financial-data/silver-chart', { days: String(days) });
         return JSON.stringify(data.data, null, 2);
     }));
+    // --- Metal providers ---
+    server.tool('get_metal_providers', 'Get gold and silver prices grouped by provider (superset of gold-providers and silver data)', {}, safeHandler(async () => {
+        const data = await client.get('/market/financial-data/metal-providers');
+        return JSON.stringify(data.data, null, 2);
+    }));
     // --- Financial data ---
     server.tool('get_all_financial_data', 'Get all financial data: gold, silver, crypto, bank rates, USD exchange rate', {}, safeHandler(async () => {
         const data = await client.get('/market/financial-data');
@@ -91,6 +96,42 @@ export function registerMarketTools(server, client) {
         const data = await client.get('/market/financial-data/cryptos/top-trending');
         return JSON.stringify(data.data, null, 2);
     }));
+    // --- Company financials ---
+    server.tool('get_company_financial_overview', 'Get financial overview for a company: PE, PB, EV/EBITDA, gross margin, ROE, EPS, dividend yield, NIM, ROA, and industry averages', {
+        symbol: z.string().describe('Stock symbol (e.g., VNM)'),
+    }, safeHandler(async ({ symbol }) => {
+        const data = await client.get('/market/company-financial/overview', {
+            symbol: symbol.toUpperCase(),
+        });
+        return JSON.stringify(data.data, null, 2);
+    }));
+    server.tool('get_company_financial_analysis', 'Get financial analysis entries by year or quarter for a company', {
+        symbol: z.string().describe('Stock symbol (e.g., VNM)'),
+        period: z.enum(['annual', 'quarterly']).optional().describe('Period type (default: annual)'),
+    }, safeHandler(async ({ symbol, period }) => {
+        const query = { symbol: symbol.toUpperCase() };
+        if (period)
+            query.period = period;
+        const data = await client.get('/market/company-financial/analysis', query);
+        return JSON.stringify(data.data, null, 2);
+    }));
+    server.tool('get_financial_statement', 'Get financial statements (income statement, balance sheet, or cash flow) for a company', {
+        symbol: z.string().describe('Stock symbol (e.g., VNM)'),
+        type: z.enum(['income-statement', 'balance-sheet', 'cash-flow']).describe('Statement type'),
+        period: z.enum(['annual', 'quarterly']).optional().describe('Period type'),
+        limit: z.number().min(1).max(5).optional().describe('Number of periods to return (1-5, default: 5)'),
+    }, safeHandler(async ({ symbol, type, period, limit }) => {
+        const query = {
+            symbol: symbol.toUpperCase(),
+            type,
+        };
+        if (period)
+            query.period = period;
+        if (limit)
+            query.limit = String(limit);
+        const data = await client.get('/market/v2/financial-statement/statement', query);
+        return JSON.stringify(data.data, null, 2);
+    }));
     // --- Macro ---
     server.tool('get_macro_data', 'Get macroeconomic indicators for Vietnam or US (CPI, PMI, IIP, FED rate, etc.)', {
         type: z.enum([

package/dist/tools/portfolio.js

@@ -1,11 +1,6 @@
 import { z } from 'zod';
 import { safeHandler } from '../utils/safeTool.js';
 export function registerPortfolioTools(server, client, account) {
-    // --- Owner ---
-    server.tool('get_owner_info', 'Get owner identity info (name, accounts, sub-account IDs, etc.)', {}, safeHandler(async () => {
-        const data = await client.get('/users/v1/users/me');
-        return JSON.stringify(data.result, null, 2);
-    }));
     // --- Account summary ---
     server.tool('get_account_summary', 'Get account balance summary: cash, securities value, margin, net asset value', {
         subAccountId: z.string().optional().describe('Sub-account ID (auto-detected if omitted)'),
@@ -16,10 +11,10 @@ export function registerPortfolioTools(server, client, account) {
     }));
     // --- Asset summary ---
     server.tool('get_asset_summary', 'Get asset summary with total valuation', {
-        subAccountId: z.string().optional().describe('Sub-account ID (auto-detected if omitted)'),
-    }, safeHandler(async ({ subAccountId }) => {
-        const id = account.resolveSubAccountId(subAccountId);
-        const data = await client.get(`/trading/sub-accounts/${id}/asset-summary`);
+        userId: z.string().optional().describe('User ID (auto-detected if omitted)'),
+    }, safeHandler(async ({ userId }) => {
+        const uid = account.resolveUserId(userId);
+        const data = await client.get(`/users/v4/users/${uid}/assets/summary`);
         return JSON.stringify(data.data, null, 2);
     }));
     // --- Portfolio ---
@@ -85,9 +80,10 @@ export function registerPortfolioTools(server, client, account) {
         fromDate: z.string().optional().describe('Start date (YYYY-MM-DD)'),
         toDate: z.string().optional().describe('End date (YYYY-MM-DD)'),
         catType: z.string().optional().describe('Category type, comma-separated or ALL (default: ALL)'),
+        isCom: z.string().optional().describe('Commission filter (default: ALL)'),
         symbol: z.string().optional().describe('Filter by symbol (default: ALL)'),
         status: z.string().optional().describe('Status filter, comma-separated or ALL (default: ALL)'),
-    }, safeHandler(async ({ subAccountId, fromDate, toDate, catType, symbol, status }) => {
+    }, safeHandler(async ({ subAccountId, fromDate, toDate, catType, isCom, symbol, status }) => {
         const id = account.resolveSubAccountId(subAccountId);
         const query = {};
         if (fromDate)
@@ -96,6 +92,8 @@ export function registerPortfolioTools(server, client, account) {
             query.toDate = toDate;
         if (catType)
             query.catType = catType;
+        if (isCom)
+            query.isCom = isCom;
         if (symbol)
             query.symbol = symbol.toUpperCase();
         if (status)
@@ -103,19 +101,4 @@ export function registerPortfolioTools(server, client, account) {
         const data = await client.get(`/trading/v5/account/${id}/user-rights`, query);
         return JSON.stringify(data.result, null, 2);
     }));
-    // --- Trade info (pre-order check) ---
-    server.tool('get_trade_info', 'Get buying power (BUY) or available quantity (SELL) before placing an order', {
-        subAccountId: z.string().optional().describe('Sub-account ID (auto-detected if omitted)'),
-        symbol: z.string().describe('Stock symbol'),
-        side: z.enum(['BUY', 'SELL']).describe('Order side'),
-        quotePrice: z.number().describe('Quote price in VND'),
-    }, safeHandler(async ({ subAccountId, symbol, side, quotePrice }) => {
-        const id = account.resolveSubAccountId(subAccountId);
-        const data = await client.get(`/trading/sub-accounts/${id}/trade-info`, {
-            symbol: symbol.toUpperCase(),
-            side,
-            quote_price: String(quotePrice),
-        });
-        return JSON.stringify(data.result, null, 2);
-    }));
 }

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "finhay-mcp-server",
-  "version": "1.0.8",
+  "version": "1.0.9",
   "mcpName": "io.github.finhay/mcp-server",
   "description": "Finhay MCP Server — xem gia co phieu, danh muc dau tu qua Claude AI",
   "type": "module",