fmp-ai-tools 0.2.0-beta.5 → 0.2.0-beta.6

package/README.md

@@ -96,6 +96,16 @@ Get your API key from [Financial Modeling Prep](https://site.financialmodelingpr
 
 The tools internally use the `fmp-node-api` library, which reads this environment variable to authenticate with the Financial Modeling Prep API.
 
+### Configuring the client explicitly (optional)
+
+If you'd rather not use the environment variable, call `configureFMPClient` once at startup (available from either entry point). The client is memoized, so this only needs to happen once:
+
+```typescript
+import { configureFMPClient } from 'fmp-ai-tools/vercel-ai'; // or 'fmp-ai-tools/openai'
+
+configureFMPClient({ apiKey: 'your_api_key_here', timeout: 15000 });
+```
+
 ### Debugging and Logging
 
 **⚠️ Development Only**: These logging features are intended for debugging and development, not production use.
@@ -140,6 +150,8 @@ Logs: result summary and formatted JSON response data.
 ### Quote Tools
 
 - `getStockQuote` - Get real-time stock quote for a company
+- `getHistoricalPrice` - Get historical daily prices (most recent `limit` days, default 30)
+- `getIntraday` - Get intraday price bars at a given interval (most recent `limit` bars, default 50)
 
 ### Company Tools
 
@@ -207,6 +219,19 @@ Logs: result summary and formatted JSON response data.
 
 - `getInsiderTrading` - Get insider trading data for a company
 
+### News Tools
+
+- `getStockNews` - Get the latest general stock market news (most recent `limit`, default 20)
+- `getStockNewsBySymbol` - Get the latest news for one or more symbols (default `limit` 20)
+
+### Screener Tools
+
+- `screenStocks` - Screen for stocks by market cap, price, sector, exchange, etc. (default `limit` 50)
+
+### Search Tools
+
+- `searchSymbol` - Resolve a company name or partial ticker to matching symbols (e.g., "Apple" → AAPL)
+
 ## Using Individual Tools
 
 You can import and use specific tool categories or individual tools from either provider:

package/dist/client-ClF5Akib.d.mts

@@ -0,0 +1,20 @@
+import { FMPConfig } from 'fmp-node-api';
+
+/**
+ * Internal FMP API client used by the tools.
+ *
+ * The client is memoized so tools reuse a single `FMP` instance instead of
+ * constructing one (and re-validating the API key) on every tool call. By
+ * default it reads the `FMP_API_KEY` environment variable; consumers can call
+ * `configureFMPClient(...)` once at startup to provide a key/timeout explicitly.
+ */
+
+/**
+ * Configure the FMP client used by all tools. Optional — by default the client
+ * reads the `FMP_API_KEY` environment variable. Call once before using the tools.
+ */
+declare function configureFMPClient(config: FMPConfig): void;
+/** Reset the memoized client and configuration (mainly for tests / serverless reuse). */
+declare function resetFMPClient(): void;
+
+export { configureFMPClient as c, resetFMPClient as r };

package/dist/client-ClF5Akib.d.ts

@@ -0,0 +1,20 @@
+import { FMPConfig } from 'fmp-node-api';
+
+/**
+ * Internal FMP API client used by the tools.
+ *
+ * The client is memoized so tools reuse a single `FMP` instance instead of
+ * constructing one (and re-validating the API key) on every tool call. By
+ * default it reads the `FMP_API_KEY` environment variable; consumers can call
+ * `configureFMPClient(...)` once at startup to provide a key/timeout explicitly.
+ */
+
+/**
+ * Configure the FMP client used by all tools. Optional — by default the client
+ * reads the `FMP_API_KEY` environment variable. Call once before using the tools.
+ */
+declare function configureFMPClient(config: FMPConfig): void;
+/** Reset the memoized client and configuration (mainly for tests / serverless reuse). */
+declare function resetFMPClient(): void;
+
+export { configureFMPClient as c, resetFMPClient as r };

package/dist/providers/openai/index.d.mts

@@ -1,6 +1,10 @@
 import { Tool } from '@openai/agents';
+export { c as configureFMPClient, r as resetFMPClient } from '../../client-ClF5Akib.mjs';
+import 'fmp-node-api';
 
 declare const getStockQuote: Tool<unknown>;
+declare const getHistoricalPrice: Tool<unknown>;
+declare const getIntraday: Tool<unknown>;
 declare const getCompanyProfile: Tool<unknown>;
 declare const getCompanySharesFloat: Tool<unknown>;
 declare const getCompanyExecutiveCompensation: Tool<unknown>;
@@ -34,6 +38,10 @@ declare const getSenateTradingByName: Tool<unknown>;
 declare const getHouseTradingByName: Tool<unknown>;
 declare const getSenateTradingRSSFeed: Tool<unknown>;
 declare const getHouseTradingRSSFeed: Tool<unknown>;
+declare const getStockNews: Tool<unknown>;
+declare const getStockNewsBySymbol: Tool<unknown>;
+declare const screenStocks: Tool<unknown>;
+declare const searchSymbol: Tool<unknown>;
 declare const getMarketCap: Tool<unknown>;
 declare const getStockSplits: Tool<unknown>;
 declare const getDividendHistory: Tool<unknown>;
@@ -46,8 +54,11 @@ declare const etfTools: Tool<unknown>[];
 declare const insiderTools: Tool<unknown>[];
 declare const institutionalTools: Tool<unknown>[];
 declare const marketTools: Tool<unknown>[];
+declare const newsTools: Tool<unknown>[];
+declare const screenerTools: Tool<unknown>[];
+declare const searchTools: Tool<unknown>[];
 declare const senateHouseTools: Tool<unknown>[];
 declare const stockTools: Tool<unknown>[];
 declare const fmpTools: Tool<unknown>[];
 
-export { calendarTools, companyTools, economicTools, etfTools, financialTools, fmpTools, getBalanceSheet, getBalanceSheetGrowth, getCashFlowStatement, getCashflowGrowth, getCompanyExecutiveCompensation, getCompanyProfile, getCompanySharesFloat, getDividendHistory, getETFHoldings, getETFProfile, getEarningsCalendar, getEarningsHistorical, getEconomicCalendar, getEconomicIndicators, getEnterpriseValue, getFinancialGrowth, getFinancialRatios, getGainers, getHouseTrading, getHouseTradingByName, getHouseTradingRSSFeed, getIncomeGrowth, getIncomeStatement, getInsiderTrading, getInstitutionalHolders, getKeyMetrics, getLosers, getMarketCap, getMarketPerformance, getMostActive, getSectorPerformance, getSenateTrading, getSenateTradingByName, getSenateTradingRSSFeed, getStockQuote, getStockSplits, getTreasuryRates, insiderTools, institutionalTools, marketTools, quoteTools, senateHouseTools, stockTools };
+export { calendarTools, companyTools, economicTools, etfTools, financialTools, fmpTools, getBalanceSheet, getBalanceSheetGrowth, getCashFlowStatement, getCashflowGrowth, getCompanyExecutiveCompensation, getCompanyProfile, getCompanySharesFloat, getDividendHistory, getETFHoldings, getETFProfile, getEarningsCalendar, getEarningsHistorical, getEconomicCalendar, getEconomicIndicators, getEnterpriseValue, getFinancialGrowth, getFinancialRatios, getGainers, getHistoricalPrice, getHouseTrading, getHouseTradingByName, getHouseTradingRSSFeed, getIncomeGrowth, getIncomeStatement, getInsiderTrading, getInstitutionalHolders, getIntraday, getKeyMetrics, getLosers, getMarketCap, getMarketPerformance, getMostActive, getSectorPerformance, getSenateTrading, getSenateTradingByName, getSenateTradingRSSFeed, getStockNews, getStockNewsBySymbol, getStockQuote, getStockSplits, getTreasuryRates, insiderTools, institutionalTools, marketTools, newsTools, quoteTools, screenStocks, screenerTools, searchSymbol, searchTools, senateHouseTools, stockTools };

package/dist/providers/openai/index.d.ts

@@ -1,6 +1,10 @@
 import { Tool } from '@openai/agents';
+export { c as configureFMPClient, r as resetFMPClient } from '../../client-ClF5Akib.js';
+import 'fmp-node-api';
 
 declare const getStockQuote: Tool<unknown>;
+declare const getHistoricalPrice: Tool<unknown>;
+declare const getIntraday: Tool<unknown>;
 declare const getCompanyProfile: Tool<unknown>;
 declare const getCompanySharesFloat: Tool<unknown>;
 declare const getCompanyExecutiveCompensation: Tool<unknown>;
@@ -34,6 +38,10 @@ declare const getSenateTradingByName: Tool<unknown>;
 declare const getHouseTradingByName: Tool<unknown>;
 declare const getSenateTradingRSSFeed: Tool<unknown>;
 declare const getHouseTradingRSSFeed: Tool<unknown>;
+declare const getStockNews: Tool<unknown>;
+declare const getStockNewsBySymbol: Tool<unknown>;
+declare const screenStocks: Tool<unknown>;
+declare const searchSymbol: Tool<unknown>;
 declare const getMarketCap: Tool<unknown>;
 declare const getStockSplits: Tool<unknown>;
 declare const getDividendHistory: Tool<unknown>;
@@ -46,8 +54,11 @@ declare const etfTools: Tool<unknown>[];
 declare const insiderTools: Tool<unknown>[];
 declare const institutionalTools: Tool<unknown>[];
 declare const marketTools: Tool<unknown>[];
+declare const newsTools: Tool<unknown>[];
+declare const screenerTools: Tool<unknown>[];
+declare const searchTools: Tool<unknown>[];
 declare const senateHouseTools: Tool<unknown>[];
 declare const stockTools: Tool<unknown>[];
 declare const fmpTools: Tool<unknown>[];
 
-export { calendarTools, companyTools, economicTools, etfTools, financialTools, fmpTools, getBalanceSheet, getBalanceSheetGrowth, getCashFlowStatement, getCashflowGrowth, getCompanyExecutiveCompensation, getCompanyProfile, getCompanySharesFloat, getDividendHistory, getETFHoldings, getETFProfile, getEarningsCalendar, getEarningsHistorical, getEconomicCalendar, getEconomicIndicators, getEnterpriseValue, getFinancialGrowth, getFinancialRatios, getGainers, getHouseTrading, getHouseTradingByName, getHouseTradingRSSFeed, getIncomeGrowth, getIncomeStatement, getInsiderTrading, getInstitutionalHolders, getKeyMetrics, getLosers, getMarketCap, getMarketPerformance, getMostActive, getSectorPerformance, getSenateTrading, getSenateTradingByName, getSenateTradingRSSFeed, getStockQuote, getStockSplits, getTreasuryRates, insiderTools, institutionalTools, marketTools, quoteTools, senateHouseTools, stockTools };
+export { calendarTools, companyTools, economicTools, etfTools, financialTools, fmpTools, getBalanceSheet, getBalanceSheetGrowth, getCashFlowStatement, getCashflowGrowth, getCompanyExecutiveCompensation, getCompanyProfile, getCompanySharesFloat, getDividendHistory, getETFHoldings, getETFProfile, getEarningsCalendar, getEarningsHistorical, getEconomicCalendar, getEconomicIndicators, getEnterpriseValue, getFinancialGrowth, getFinancialRatios, getGainers, getHistoricalPrice, getHouseTrading, getHouseTradingByName, getHouseTradingRSSFeed, getIncomeGrowth, getIncomeStatement, getInsiderTrading, getInstitutionalHolders, getIntraday, getKeyMetrics, getLosers, getMarketCap, getMarketPerformance, getMostActive, getSectorPerformance, getSenateTrading, getSenateTradingByName, getSenateTradingRSSFeed, getStockNews, getStockNewsBySymbol, getStockQuote, getStockSplits, getTreasuryRates, insiderTools, institutionalTools, marketTools, newsTools, quoteTools, screenStocks, screenerTools, searchSymbol, searchTools, senateHouseTools, stockTools };

package/dist/providers/openai/index.js

@@ -1,8 +1,8 @@
 'use strict';
 
 var agents = require('@openai/agents');
-var zod = require('zod');
 var fmpNodeApi = require('fmp-node-api');
+var zod = require('zod');
 
 // src/utils/openai-tool-wrapper.ts
 
@@ -224,8 +224,21 @@ function createOpenAITool(config) {
     }
   });
 }
+var cached;
+var configured;
+function configureFMPClient(config) {
+  configured = config;
+  cached = void 0;
+}
+function resetFMPClient() {
+  cached = void 0;
+  configured = void 0;
+}
 function getFMPClient() {
-  return new fmpNodeApi.FMP();
+  if (!cached) {
+    cached = new fmpNodeApi.FMP(configured);
+  }
+  return cached;
 }
 
 // src/definitions/types.ts
@@ -242,6 +255,54 @@ var quoteDefinitions = [
       symbol: zod.z.string().min(1, "Stock symbol is required").describe("The symbol of the company to get the stock quote for")
     }),
     execute: async ({ symbol: symbol2 }) => toToolResponse(await getFMPClient().quote.getQuote(symbol2))
+  }),
+  defineTool({
+    name: "getHistoricalPrice",
+    description: "Get historical daily prices (open/high/low/close/volume) for a symbol. Returns the most recent `limit` days.",
+    inputSchema: zod.z.object({
+      symbol: zod.z.string().min(1).describe("The stock/ETF symbol (e.g., AAPL)"),
+      from: zod.z.string().optional().nullable().describe("Start date in YYYY-MM-DD format (optional)"),
+      to: zod.z.string().optional().nullable().describe("End date in YYYY-MM-DD format (optional)"),
+      limit: zod.z.number().int().positive().default(30).describe("Max number of most-recent days to return (default 30)")
+    }),
+    execute: async ({ symbol: symbol2, from, to, limit: limit2 = 30 }) => {
+      const res = await getFMPClient().quote.getHistoricalPrice({
+        symbol: symbol2,
+        from: from ?? void 0,
+        to: to ?? void 0
+      });
+      const data = res.data;
+      if (res.success && data && Array.isArray(data.historical)) {
+        return toToolResponse({
+          ...res,
+          data: { ...data, historical: data.historical.slice(0, limit2) }
+        });
+      }
+      return toToolResponse(res);
+    }
+  }),
+  defineTool({
+    name: "getIntraday",
+    description: "Get intraday price bars for a symbol at a given interval. Returns the most recent `limit` bars.",
+    inputSchema: zod.z.object({
+      symbol: zod.z.string().min(1).describe("The stock/ETF symbol (e.g., AAPL)"),
+      interval: zod.z.enum(["1min", "5min", "15min", "30min", "1hour", "4hour"]).default("5min").describe("Bar interval"),
+      from: zod.z.string().optional().nullable().describe("Start date in YYYY-MM-DD format (optional)"),
+      to: zod.z.string().optional().nullable().describe("End date in YYYY-MM-DD format (optional)"),
+      limit: zod.z.number().int().positive().default(50).describe("Max number of most-recent bars to return (default 50)")
+    }),
+    execute: async ({ symbol: symbol2, interval = "5min", from, to, limit: limit2 = 50 }) => {
+      const res = await getFMPClient().quote.getIntraday({
+        symbol: symbol2,
+        interval,
+        from: from ?? void 0,
+        to: to ?? void 0
+      });
+      if (res.success && Array.isArray(res.data)) {
+        return toToolResponse({ ...res, data: res.data.slice(0, limit2) });
+      }
+      return toToolResponse(res);
+    }
   })
 ];
 var symbolSchema = zod.z.object({
@@ -511,6 +572,82 @@ var marketDefinitions = [
     execute: async () => toToolResponse(await getFMPClient().market.getMostActive())
   })
 ];
+var newsDefinitions = [
+  defineTool({
+    name: "getStockNews",
+    description: "Get the latest general stock market news articles",
+    inputSchema: zod.z.object({
+      from: zod.z.string().optional().nullable().describe("Start date in YYYY-MM-DD format (optional)"),
+      to: zod.z.string().optional().nullable().describe("End date in YYYY-MM-DD format (optional)"),
+      limit: zod.z.number().int().positive().default(20).describe("Max number of articles to return (default 20)")
+    }),
+    execute: async ({ from, to, limit: limit2 = 20 }) => toToolResponse(
+      await getFMPClient().news.getStockNews({
+        from: from ?? void 0,
+        to: to ?? void 0,
+        limit: limit2
+      })
+    )
+  }),
+  defineTool({
+    name: "getStockNewsBySymbol",
+    description: "Get the latest news articles for one or more specific stock symbols",
+    inputSchema: zod.z.object({
+      symbols: zod.z.array(zod.z.string().min(1)).min(1).describe('Stock symbols to get news for (e.g., ["AAPL", "MSFT"])'),
+      from: zod.z.string().optional().nullable().describe("Start date in YYYY-MM-DD format (optional)"),
+      to: zod.z.string().optional().nullable().describe("End date in YYYY-MM-DD format (optional)"),
+      limit: zod.z.number().int().positive().default(20).describe("Max number of articles to return (default 20)")
+    }),
+    execute: async ({ symbols, from, to, limit: limit2 = 20 }) => toToolResponse(
+      await getFMPClient().news.getStockNewsBySymbol({
+        symbols,
+        from: from ?? void 0,
+        to: to ?? void 0,
+        limit: limit2
+      })
+    )
+  })
+];
+var screenerDefinitions = [
+  defineTool({
+    name: "screenStocks",
+    description: "Screen for stocks matching financial criteria (market cap, price, sector, exchange, etc.). Returns matching companies.",
+    inputSchema: zod.z.object({
+      marketCapMoreThan: zod.z.number().optional().nullable().describe("Minimum market capitalization"),
+      marketCapLowerThan: zod.z.number().optional().nullable().describe("Maximum market capitalization"),
+      priceMoreThan: zod.z.number().optional().nullable().describe("Minimum stock price"),
+      priceLowerThan: zod.z.number().optional().nullable().describe("Maximum stock price"),
+      sector: zod.z.string().optional().nullable().describe('Sector filter (e.g., "Technology")'),
+      industry: zod.z.string().optional().nullable().describe("Industry filter"),
+      exchange: zod.z.string().optional().nullable().describe('Exchange filter (e.g., "NASDAQ")'),
+      country: zod.z.string().optional().nullable().describe('Country filter (e.g., "US")'),
+      isEtf: zod.z.boolean().optional().nullable().describe("Restrict to ETFs"),
+      isActivelyTrading: zod.z.boolean().optional().nullable().describe("Restrict to actively trading"),
+      limit: zod.z.number().int().positive().default(50).describe("Max number of results to return (default 50)")
+    }),
+    execute: async ({ limit: limit2 = 50, ...filters }) => {
+      const params = { limit: limit2 };
+      for (const [key, value] of Object.entries(filters)) {
+        if (value !== null && value !== void 0) params[key] = value;
+      }
+      return toToolResponse(await getFMPClient().screener.getScreener(params));
+    }
+  })
+];
+var searchDefinitions = [
+  defineTool({
+    name: "searchSymbol",
+    description: 'Search for a ticker symbol by company name or partial ticker (e.g., resolve "Apple" to "AAPL")',
+    inputSchema: zod.z.object({
+      query: zod.z.string().min(1).describe("Company name or ticker to search for"),
+      limit: zod.z.number().int().positive().default(10).describe("Max number of results to return (default 10)"),
+      exchange: zod.z.string().optional().nullable().describe('Restrict to a specific exchange (optional, e.g., "NASDAQ")')
+    }),
+    execute: async ({ query, limit: limit2 = 10, exchange }) => toToolResponse(
+      await getFMPClient().search.search({ query, limit: limit2, exchange: exchange ?? void 0 })
+    )
+  })
+];
 var symbolSchema2 = zod.z.object({
   symbol: zod.z.string().min(1, "Stock symbol is required").describe("Stock symbol (e.g., AAPL, MSFT, GOOGL)")
 });
@@ -598,6 +735,9 @@ var allDefinitions = [
   ...insiderDefinitions,
   ...institutionalDefinitions,
   ...marketDefinitions,
+  ...newsDefinitions,
+  ...screenerDefinitions,
+  ...searchDefinitions,
   ...senateHouseDefinitions,
   ...stockDefinitions
 ];
@@ -608,6 +748,8 @@ var byName = Object.fromEntries(
 );
 var pick = (defs) => defs.map((def) => byName[def.name]);
 var getStockQuote = byName.getStockQuote;
+var getHistoricalPrice = byName.getHistoricalPrice;
+var getIntraday = byName.getIntraday;
 var getCompanyProfile = byName.getCompanyProfile;
 var getCompanySharesFloat = byName.getCompanySharesFloat;
 var getCompanyExecutiveCompensation = byName.getCompanyExecutiveCompensation;
@@ -641,6 +783,10 @@ var getSenateTradingByName = byName.getSenateTradingByName;
 var getHouseTradingByName = byName.getHouseTradingByName;
 var getSenateTradingRSSFeed = byName.getSenateTradingRSSFeed;
 var getHouseTradingRSSFeed = byName.getHouseTradingRSSFeed;
+var getStockNews = byName.getStockNews;
+var getStockNewsBySymbol = byName.getStockNewsBySymbol;
+var screenStocks = byName.screenStocks;
+var searchSymbol = byName.searchSymbol;
 var getMarketCap = byName.getMarketCap;
 var getStockSplits = byName.getStockSplits;
 var getDividendHistory = byName.getDividendHistory;
@@ -653,12 +799,16 @@ var etfTools = pick(etfDefinitions);
 var insiderTools = pick(insiderDefinitions);
 var institutionalTools = pick(institutionalDefinitions);
 var marketTools = pick(marketDefinitions);
+var newsTools = pick(newsDefinitions);
+var screenerTools = pick(screenerDefinitions);
+var searchTools = pick(searchDefinitions);
 var senateHouseTools = pick(senateHouseDefinitions);
 var stockTools = pick(stockDefinitions);
 var fmpTools = allDefinitions.map((def) => byName[def.name]);
 
 exports.calendarTools = calendarTools;
 exports.companyTools = companyTools;
+exports.configureFMPClient = configureFMPClient;
 exports.economicTools = economicTools;
 exports.etfTools = etfTools;
 exports.financialTools = financialTools;
@@ -681,6 +831,7 @@ exports.getEnterpriseValue = getEnterpriseValue;
 exports.getFinancialGrowth = getFinancialGrowth;
 exports.getFinancialRatios = getFinancialRatios;
 exports.getGainers = getGainers;
+exports.getHistoricalPrice = getHistoricalPrice;
 exports.getHouseTrading = getHouseTrading;
 exports.getHouseTradingByName = getHouseTradingByName;
 exports.getHouseTradingRSSFeed = getHouseTradingRSSFeed;
@@ -688,6 +839,7 @@ exports.getIncomeGrowth = getIncomeGrowth;
 exports.getIncomeStatement = getIncomeStatement;
 exports.getInsiderTrading = getInsiderTrading;
 exports.getInstitutionalHolders = getInstitutionalHolders;
+exports.getIntraday = getIntraday;
 exports.getKeyMetrics = getKeyMetrics;
 exports.getLosers = getLosers;
 exports.getMarketCap = getMarketCap;
@@ -697,13 +849,21 @@ exports.getSectorPerformance = getSectorPerformance;
 exports.getSenateTrading = getSenateTrading;
 exports.getSenateTradingByName = getSenateTradingByName;
 exports.getSenateTradingRSSFeed = getSenateTradingRSSFeed;
+exports.getStockNews = getStockNews;
+exports.getStockNewsBySymbol = getStockNewsBySymbol;
 exports.getStockQuote = getStockQuote;
 exports.getStockSplits = getStockSplits;
 exports.getTreasuryRates = getTreasuryRates;
 exports.insiderTools = insiderTools;
 exports.institutionalTools = institutionalTools;
 exports.marketTools = marketTools;
+exports.newsTools = newsTools;
 exports.quoteTools = quoteTools;
+exports.resetFMPClient = resetFMPClient;
+exports.screenStocks = screenStocks;
+exports.screenerTools = screenerTools;
+exports.searchSymbol = searchSymbol;
+exports.searchTools = searchTools;
 exports.senateHouseTools = senateHouseTools;
 exports.stockTools = stockTools;
 //# sourceMappingURL=index.js.map