finzdata-glm 0.1.0__tar.gz

finzdata_glm-0.1.0/LICENSE

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+MIT License
+
+Copyright (c) 2026 FinzData
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

finzdata_glm-0.1.0/PKG-INFO

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+Metadata-Version: 2.4
+Name: finzdata-glm
+Version: 0.1.0
+Summary: FinzData for GLM: point-in-time market data, macro and backtests through function calling and MCP.
+Author-email: FinzData <info@finzdata.com>
+License: MIT
+Project-URL: Homepage, https://finzdata.com/agents
+Project-URL: Documentation, https://finzdata.com/docs
+Project-URL: Source, https://github.com/FinzData/finzdata-glm
+Keywords: glm,zhipu,z.ai,chatglm,finzdata,mcp,market-data,function-calling,backtesting,ai-agents
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Programming Language :: Python :: 3
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Intended Audience :: Science/Research
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Classifier: Topic :: Scientific/Engineering :: Artificial Intelligence
+Requires-Python: >=3.10
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: certifi
+Dynamic: license-file
+
+# FinzData for GLM
+
+Built for AI, quants, data scientists and financial analysts who backtest. Clean data. Real insights. Real alpha.
+
+FinzData gives GLM point-in-time market data, macro vintages and server-side backtests through function calling and MCP —
+so the model answers market questions with real numbers it can cite, never guesses.
+
+## No API key needed
+
+FinzData works the moment you install it: no FinzData account and no FinzData key. Your model gets the free AI preview
+(the last 6 months of data) automatically, and it knows to tell you when older or deeper data needs a key.
+When you want more, get a free API key (email only, 12 months of data) at https://finzdata.com/account, or full
+history at https://finzdata.com/shop, then set `FINZDATA_API_KEY`. Nothing else changes.
+
+## Install
+
+```bash
+pip install finzdata-glm
+```
+
+## Quick start
+
+```python
+from finzdata_glm import ask
+print(ask("How did managed money positioning in crude oil change over the last 3 months?"))   # no FinzData key needed
+```
+
+## What to ask
+
+- "How are speculators positioned in crude oil futures by the latest COT report?"
+- "Show SPY's dealer gamma, call wall and put wall for the last 30 sessions."
+- "What did the first-published CPI print say last month, before revisions?"
+- "Backtest a 12-month momentum strategy on US stocks, delisted names included."
+- "How many ships transited the Strait of Hormuz each day last month?"
+- "Who are the largest 13F holders of NVDA, and who added the most last quarter?"
+
+## Command line
+
+```bash
+finzdata-glm "How did managed money positioning in crude oil change over the last 3 months?"
+finzdata-glm --show-tools
+```
+
+## Z.ai API
+
+Set `ZAI_API_KEY` (or `ZHIPUAI_API_KEY`) and ask. The default model is `glm-5.3`; override with `model=` or `FINZDATA_GLM_MODEL`.
+
+## Mainland endpoint
+
+Set `FINZDATA_GLM_REGION=cn` to use `https://open.bigmodel.cn/api/paas/v4`.
+
+## MCP for GLM agents and IDEs
+
+```python
+from finzdata_glm import mcp_config
+print(mcp_config())   # {"mcpServers": {"finzdata": {"url": "https://api.finzdata.com/mcp", ...}}}
+```
+
+Paste it into any MCP-capable GLM coding agent or IDE.
+
+## GLM open weights
+
+The GLM models on Hugging Face (`zai-org/GLM-5.3` and family) work through `pip install finzdata-huggingface`, or host them yourself with
+vLLM (`--enable-auto-tool-choice` with the GLM tool-call parser) or SGLang and pass `base_url="http://localhost:8000/v1"`.
+
+## Use with any OpenAI-compatible server
+
+```python
+from finzdata_glm import openai_tools, FinzDataMCP
+tools = openai_tools()          # pass as `tools=` to any chat.completions call
+result = FinzDataMCP().call("get_cot", {"market": "crude"})   # run the tool the model picked
+```
+
+## Tool profiles
+
+`lite` (6 core tools, for small models), `data` (20 data and backtest tools, the default) and `full` (every read tool).
+Tools that change data on FinzData are never exposed unless you ask for them explicitly.
+
+## Coverage
+
+16,000+ US stocks that have traded on NYSE and Nasdaq since January 2000, delisted included, point in time; 5,100+ ETFs; 139 futures markets with every contract since 2007; point-in-time options gamma (GEX) for single stocks, ETFs and the major indexes; CFTC COT since 1986; 13F holdings; SEC fundamentals as filed; end-of-day options chains; 22,700+ macro series with every vintage kept; 512 crypto pairs (Bitcoin since 2013); FX for 79 currency pairs; 123 indexes incl. the VIX term structure; tick trades for 1,100+ US stocks and ETFs; FinzData Global Macro Pulse (ship transits through 28 chokepoints, port calls, flights, toll traffic); 1, 5, 15, 30-minute, hourly and daily bars; server-side backtests.
+
+## Access
+
+No key needed to start: AI/MCP use gives the last 6 months. A free account (email only, https://finzdata.com/account) gives the last 12 months of daily US stock bars, COT, SEC fundamentals, US macro and 13F, and the last 30 days of futures and daily GEX. Full history: https://finzdata.com/shop — $19 one ticker, $49 one futures market, $195 for 5 years of the whole US market.
+
+With a key:
+
+```bash
+export FINZDATA_API_KEY=fz_...   # free at https://finzdata.com/account
+```
+
+or pass `finzdata_api_key="fz_..."` to `ask`.
+
+## Links
+
+- Site: https://finzdata.com
+- Docs: https://finzdata.com/docs
+- MCP server: https://api.finzdata.com/mcp
+- Python client: `pip install finzdata`
+- Contact: the FinzData team, info@finzdata.com

finzdata_glm-0.1.0/README.md

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+# FinzData for GLM
+
+Built for AI, quants, data scientists and financial analysts who backtest. Clean data. Real insights. Real alpha.
+
+FinzData gives GLM point-in-time market data, macro vintages and server-side backtests through function calling and MCP —
+so the model answers market questions with real numbers it can cite, never guesses.
+
+## No API key needed
+
+FinzData works the moment you install it: no FinzData account and no FinzData key. Your model gets the free AI preview
+(the last 6 months of data) automatically, and it knows to tell you when older or deeper data needs a key.
+When you want more, get a free API key (email only, 12 months of data) at https://finzdata.com/account, or full
+history at https://finzdata.com/shop, then set `FINZDATA_API_KEY`. Nothing else changes.
+
+## Install
+
+```bash
+pip install finzdata-glm
+```
+
+## Quick start
+
+```python
+from finzdata_glm import ask
+print(ask("How did managed money positioning in crude oil change over the last 3 months?"))   # no FinzData key needed
+```
+
+## What to ask
+
+- "How are speculators positioned in crude oil futures by the latest COT report?"
+- "Show SPY's dealer gamma, call wall and put wall for the last 30 sessions."
+- "What did the first-published CPI print say last month, before revisions?"
+- "Backtest a 12-month momentum strategy on US stocks, delisted names included."
+- "How many ships transited the Strait of Hormuz each day last month?"
+- "Who are the largest 13F holders of NVDA, and who added the most last quarter?"
+
+## Command line
+
+```bash
+finzdata-glm "How did managed money positioning in crude oil change over the last 3 months?"
+finzdata-glm --show-tools
+```
+
+## Z.ai API
+
+Set `ZAI_API_KEY` (or `ZHIPUAI_API_KEY`) and ask. The default model is `glm-5.3`; override with `model=` or `FINZDATA_GLM_MODEL`.
+
+## Mainland endpoint
+
+Set `FINZDATA_GLM_REGION=cn` to use `https://open.bigmodel.cn/api/paas/v4`.
+
+## MCP for GLM agents and IDEs
+
+```python
+from finzdata_glm import mcp_config
+print(mcp_config())   # {"mcpServers": {"finzdata": {"url": "https://api.finzdata.com/mcp", ...}}}
+```
+
+Paste it into any MCP-capable GLM coding agent or IDE.
+
+## GLM open weights
+
+The GLM models on Hugging Face (`zai-org/GLM-5.3` and family) work through `pip install finzdata-huggingface`, or host them yourself with
+vLLM (`--enable-auto-tool-choice` with the GLM tool-call parser) or SGLang and pass `base_url="http://localhost:8000/v1"`.
+
+## Use with any OpenAI-compatible server
+
+```python
+from finzdata_glm import openai_tools, FinzDataMCP
+tools = openai_tools()          # pass as `tools=` to any chat.completions call
+result = FinzDataMCP().call("get_cot", {"market": "crude"})   # run the tool the model picked
+```
+
+## Tool profiles
+
+`lite` (6 core tools, for small models), `data` (20 data and backtest tools, the default) and `full` (every read tool).
+Tools that change data on FinzData are never exposed unless you ask for them explicitly.
+
+## Coverage
+
+16,000+ US stocks that have traded on NYSE and Nasdaq since January 2000, delisted included, point in time; 5,100+ ETFs; 139 futures markets with every contract since 2007; point-in-time options gamma (GEX) for single stocks, ETFs and the major indexes; CFTC COT since 1986; 13F holdings; SEC fundamentals as filed; end-of-day options chains; 22,700+ macro series with every vintage kept; 512 crypto pairs (Bitcoin since 2013); FX for 79 currency pairs; 123 indexes incl. the VIX term structure; tick trades for 1,100+ US stocks and ETFs; FinzData Global Macro Pulse (ship transits through 28 chokepoints, port calls, flights, toll traffic); 1, 5, 15, 30-minute, hourly and daily bars; server-side backtests.
+
+## Access
+
+No key needed to start: AI/MCP use gives the last 6 months. A free account (email only, https://finzdata.com/account) gives the last 12 months of daily US stock bars, COT, SEC fundamentals, US macro and 13F, and the last 30 days of futures and daily GEX. Full history: https://finzdata.com/shop — $19 one ticker, $49 one futures market, $195 for 5 years of the whole US market.
+
+With a key:
+
+```bash
+export FINZDATA_API_KEY=fz_...   # free at https://finzdata.com/account
+```
+
+or pass `finzdata_api_key="fz_..."` to `ask`.
+
+## Links
+
+- Site: https://finzdata.com
+- Docs: https://finzdata.com/docs
+- MCP server: https://api.finzdata.com/mcp
+- Python client: `pip install finzdata`
+- Contact: the FinzData team, info@finzdata.com

finzdata_glm-0.1.0/finzdata_glm/__init__.py

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+"""FinzData for GLM: point-in-time market data, macro and backtests through function calling and MCP.
+
+Built for AI, quants, data scientists and financial analysts who backtest. Clean data. Real insights. Real alpha.
+"""
+import os
+
+from ._core import (FinzDataMCP, FinzDataError, PROFILES, MCP_URL, __version__, ask as _ask,
+                    to_openai_tools, mcp_server_config)
+
+__all__ = ["ask", "openai_tools", "mcp_config", "FinzDataMCP", "FinzDataError", "PROFILES", "MCP_URL",
+           "DEFAULT_BASE_URL", "DEFAULT_MODEL", "__version__", "CHINA_BASE_URL"]
+
+DEFAULT_BASE_URL = "https://api.z.ai/api/paas/v4"
+CHINA_BASE_URL = "https://open.bigmodel.cn/api/paas/v4"
+DEFAULT_MODEL = "glm-5.3"
+
+
+def _base_url(base_url=None):
+    if base_url:
+        return base_url
+    return CHINA_BASE_URL if os.environ.get("FINZDATA_GLM_REGION", "").lower() == "cn" else DEFAULT_BASE_URL
+
+
+def _model(model=None):
+    return model or os.environ.get("FINZDATA_GLM_MODEL") or DEFAULT_MODEL
+
+
+def _llm_key(llm_api_key=None):
+    return llm_api_key or os.environ.get("ZAI_API_KEY") or os.environ.get("ZHIPUAI_API_KEY")
+
+
+def openai_tools(profile="data", api_key=None):
+    """FinzData's tools in OpenAI function-calling format, fetched live from the FinzData MCP server."""
+    return to_openai_tools(FinzDataMCP(api_key=api_key).tools(profile))
+
+
+def mcp_config(api_key=None):
+    """MCP server entry (``{"mcpServers": {"finzdata": ...}}``) for any MCP-capable agent, IDE or CLI."""
+    return mcp_server_config(api_key)
+
+
+def ask(question, model=None, base_url=None, llm_api_key=None, finzdata_api_key=None, profile="data", **kw):
+    """Ask GLM a market question; the model calls FinzData tools and returns its final answer."""
+    return _ask(question, base_url=_base_url(base_url), model=_model(model), llm_api_key=_llm_key(llm_api_key),
+                finzdata_api_key=finzdata_api_key, profile=profile, **kw)

finzdata_glm-0.1.0/finzdata_glm/__main__.py

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+import sys
+
+from . import DEFAULT_MODEL, _base_url
+from ._core import main as _main
+
+
+def cli(argv=None):
+    argv = list(sys.argv[1:] if argv is None else argv)
+    return _main(argv, defaults={"base_url": _base_url(), "model": DEFAULT_MODEL, "llm_key_env": "ZAI_API_KEY",
+                                 "model_env": "FINZDATA_GLM_MODEL", "profile": "data", "prog": "finzdata-glm"})
+
+
+if __name__ == "__main__":
+    sys.exit(cli())

finzdata_glm-0.1.0/finzdata_glm/_core.py

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+"""FinzData open-model bridge: lets any OpenAI-compatible chat model use FinzData's MCP tools.
+
+Stdlib only. Shared verbatim by finzdata-qwen, finzdata-kimi, finzdata-glm, finzdata-deepseek,
+finzdata-huggingface and finzdata-ollama.
+"""
+from __future__ import annotations
+
+import argparse
+import json
+import os
+import re
+import ssl
+import sys
+import time
+import urllib.error
+import urllib.request
+
+__version__ = "0.1.0"
+MCP_URL = "https://api.finzdata.com/mcp"
+USER_AGENT = f"finzdata-openmodels/{__version__}"
+
+_LITE = ("search_datasets", "describe_dataset", "get_bars", "get_macro_vintage", "get_cot", "get_gex")
+PROFILES = {
+    "lite": _LITE,
+    "data": _LITE + (
+        "get_universe", "get_fundamentals_pit", "get_quant_model", "get_13f", "get_events", "get_futures",
+        "get_futures_rolls", "get_crypto", "get_fx", "get_index", "get_global_pulse", "run_backtest",
+        "survivorship_audit", "compare_runs",
+    ),
+    "full": None,
+}
+WRITE_TOOLS = (
+    "publish_strategy", "fork_strategy", "star_strategy", "comment_strategy",
+    "register_strategy", "retire_strategy", "claim_mcp_server",
+)
+SYSTEM_PROMPT_TAIL = (
+    "Use the FinzData tools for any question about markets, prices, positioning, fundamentals, macro data or "
+    "backtests. When several markets match (for example several WTI crude contracts), use the main US benchmark "
+    "contract (NYMEX for WTI crude and natural gas, CME for E-mini equity index futures, COMEX for gold) unless the "
+    "user names another, and say which market you used. When the dataset is obvious (COT, bars, GEX, macro, 13F), call that data tool directly; use "
+    "search_datasets only when you are unsure which dataset fits. Call each tool once with the right arguments rather "
+    "than repeating it. Cite the dataset ids and snapshot ids the tools return. Never invent numbers: if a tool does not "
+    "return a figure, say so. When a result says data is beyond the free window, pass on the links it gives."
+)
+FREE_TIER_NOTE = (
+    "Access: this session uses FinzData's free AI preview - no API key needed. The preview covers the last 6 months of "
+    "data, so questions about recent months are fully answerable: fetch the data and answer with the real figures. "
+    "Never refuse, never use placeholders, and never ask the user to sign up or pay for data that is inside the preview. "
+    "Only when the user asks for something the preview does not cover (older than 6 months, or a tool says it is beyond "
+    "the free window) answer with what the preview has and say so plainly. "
+    "Close every answer with exactly one short line (once, even if a tool result also asks you to mention it): "
+    "'More data: a free FinzData API key (email only) at https://finzdata.com/account gives 12 months; full history at "
+    "https://finzdata.com/shop - then set FINZDATA_API_KEY.'"
+)
+KEYED_NOTE = ("Access: this session uses the user's FinzData API key, so their full plan applies. If a tool says data is "
+              "outside their plan, pass on the link it gives (https://finzdata.com/shop).")
+FINAL_NUDGE = ("You have gathered enough. Do not call any more tools: answer the question now from the tool results "
+               "above, with the figures and the dataset ids.")
+FREE_TIER_LINE = ("More data: a free FinzData API key (email only) at https://finzdata.com/account gives 12 months; "
+                  "full history at https://finzdata.com/shop - then set FINZDATA_API_KEY.")
+CLI_FREE_HINT = ("FinzData free AI preview (last 6 months, no key needed). More data: free API key at "
+                 "https://finzdata.com/account (12 months) or full history at https://finzdata.com/shop - then set FINZDATA_API_KEY.")
+EXAMPLES = (
+    "How are speculators positioned in crude oil futures by the latest COT report?",
+    "Show SPY's dealer gamma, call wall and put wall for the last 30 sessions.",
+    "What did the first-published CPI print say last month, before revisions?",
+    "Backtest a 12-month momentum strategy on US stocks, delisted names included.",
+    "How many ships transited the Strait of Hormuz each day last month?",
+    "Who are the largest 13F holders of NVDA, and who added the most last quarter?",
+)
+MAX_TOOL_CHARS = 12000
+TOOL_BUDGET = 48000
+TRIMMED_CHARS = 1500
+RETRIES = 2
+TIMEOUT_RETRIES = 1
+RETRY_WAIT = 2.0
+_ASSISTANT_KEYS = ("role", "content", "tool_calls")
+
+
+class FinzDataError(RuntimeError):
+    """Raised for transport, HTTP and JSON-RPC failures."""
+
+
+def api_key(explicit=None):
+    return explicit or os.environ.get("FINZDATA_API_KEY") or None
+
+
+_SSL_CTX = None
+
+
+def ssl_context():
+    """System trust store plus the certifi bundle (python.org builds on macOS ship with no root certificates)."""
+    global _SSL_CTX
+    if _SSL_CTX is None:
+        ctx = ssl.create_default_context()
+        try:
+            import certifi
+            ctx.load_verify_locations(certifi.where())
+        except Exception:
+            pass
+        _SSL_CTX = ctx
+    return _SSL_CTX
+
+
+def _post(url, payload, headers, timeout):
+    req = urllib.request.Request(url, data=json.dumps(payload).encode(), method="POST", headers=headers)
+    try:
+        with urllib.request.urlopen(req, timeout=timeout, context=ssl_context() if url.startswith("https") else None) as r:
+            return r.status, dict(r.headers), r.read().decode("utf-8", "replace")
+    except urllib.error.HTTPError as e:
+        body = e.read().decode("utf-8", "replace") if e.fp else ""
+        raise FinzDataError(f"HTTP {e.code} from {url}: {body[:300]}") from None
+    except (urllib.error.URLError, TimeoutError, OSError) as e:
+        raise FinzDataError(f"cannot reach {url}: {e}") from None
+
+
+def _parse_rpc(body, content_type, want_id):
+    if not body.strip():
+        return None
+    if "text/event-stream" in (content_type or ""):
+        for line in body.splitlines():
+            if line.startswith("data:"):
+                try:
+                    msg = json.loads(line[5:].strip())
+                except ValueError:
+                    continue
+                if isinstance(msg, dict) and msg.get("id") == want_id:
+                    return msg
+        raise FinzDataError("no matching JSON-RPC message in event stream")
+    try:
+        return json.loads(body)
+    except ValueError:
+        raise FinzDataError(f"server returned non-JSON: {body[:300]}") from None
+
+
+class FinzDataMCP:
+    """Minimal MCP client for FinzData (streamable HTTP, JSON or SSE responses)."""
+
+    def __init__(self, url=MCP_URL, api_key=None, timeout=60, allow_write=False):
+        self.url, self.timeout, self.allow_write = url, timeout, allow_write
+        self._key = globals()["api_key"](api_key)
+        self._id, self._session, self._init, self._tools = 0, None, None, None
+
+    def _headers(self):
+        h = {"Content-Type": "application/json", "Accept": "application/json, text/event-stream",
+             "User-Agent": USER_AGENT}
+        if self._key:
+            h["Authorization"] = f"Bearer {self._key}"
+        if self._session:
+            h["Mcp-Session-Id"] = self._session
+        return h
+
+    def _send(self, payload, want_id):
+        _, headers, body = _post(self.url, payload, self._headers(), self.timeout)
+        low = {k.lower(): v for k, v in headers.items()}
+        if low.get("mcp-session-id"):
+            self._session = low["mcp-session-id"]
+        return _parse_rpc(body, low.get("content-type", ""), want_id)
+
+    def _rpc(self, method, params=None):
+        self._id += 1
+        payload = {"jsonrpc": "2.0", "id": self._id, "method": method}
+        if params is not None:
+            payload["params"] = params
+        msg = self._send(payload, self._id)
+        if not isinstance(msg, dict):
+            raise FinzDataError(f"empty reply to {method}")
+        if msg.get("error"):
+            err = msg["error"]
+            raise FinzDataError(f"{method}: {err.get('message', err) if isinstance(err, dict) else err}")
+        return msg.get("result") or {}
+
+    def initialize(self):
+        if self._init is None:
+            self._init = self._rpc("initialize", {
+                "protocolVersion": "2025-06-18", "capabilities": {},
+                "clientInfo": {"name": "finzdata-openmodels", "version": __version__}})
+            try:
+                self._send({"jsonrpc": "2.0", "method": "notifications/initialized"}, None)
+            except FinzDataError:
+                pass
+        return self._init
+
+    def instructions(self):
+        return self.initialize().get("instructions") or ""
+
+    def list_tools(self):
+        if self._tools is None:
+            self.initialize()
+            self._tools = list(self._rpc("tools/list").get("tools") or [])
+        return self._tools
+
+    def tools(self, profile="data", allow_write=False, include=None):
+        allow = allow_write or self.allow_write
+        tools = self.list_tools()
+        if include is not None:
+            wanted = set(include)
+        elif profile not in PROFILES:
+            raise FinzDataError(f"unknown profile {profile!r}; use one of {sorted(PROFILES)}")
+        else:
+            wanted = None if PROFILES[profile] is None else set(PROFILES[profile])
+        out = []
+        for t in tools:
+            n = t.get("name")
+            if n in WRITE_TOOLS and not allow:
+                continue
+            if wanted is None or n in wanted:
+                out.append(t)
+        return out
+
+    def call(self, name, arguments=None):
+        if name in WRITE_TOOLS and not self.allow_write:
+            raise FinzDataError(f"{name} changes data on FinzData; build the client with allow_write=True to use it")
+        self.initialize()
+        res = self._rpc("tools/call", {"name": name, "arguments": arguments or {}})
+        text = "\n".join(c.get("text", "") for c in res.get("content") or [] if c.get("type") == "text")
+        return ("ERROR: " + text) if res.get("isError") else text
+
+
+def to_openai_tools(mcp_tools):
+    out = []
+    for t in mcp_tools:
+        params = dict(t.get("inputSchema") or {"type": "object", "properties": {}})
+        for k in ("$schema", "title", "additionalProperties"):
+            params.pop(k, None)
+        params.setdefault("type", "object")
+        params.setdefault("properties", {})
+        out.append({"type": "function", "function": {
+            "name": t["name"], "description": (t.get("description") or t.get("title") or "")[:1024],
+            "parameters": params}})
+    return out
+
+
+def chat_completion(base_url, model, messages, tools=None, api_key=None, timeout=150, extra=None):
+    body = {"model": model, "messages": messages}
+    if tools:
+        body["tools"], body["tool_choice"] = tools, "auto"
+    body.update(extra or {})
+    h = {"Content-Type": "application/json", "User-Agent": USER_AGENT}
+    if api_key:
+        h["Authorization"] = f"Bearer {api_key}"
+    url = base_url.rstrip("/") + "/chat/completions"
+    for attempt in range(RETRIES + 1):
+        try:
+            _, _, text = _post(url, body, h, timeout)
+            break
+        except FinzDataError as e:
+            timed_out = "timed out" in str(e)
+            transient = any(f"HTTP {c}" in str(e) for c in (429, 500, 502, 503, 504)) or timed_out
+            if attempt >= (TIMEOUT_RETRIES if timed_out else RETRIES) or not transient:
+                raise
+            time.sleep(RETRY_WAIT * (attempt + 1))
+    try:
+        return json.loads(text)
+    except ValueError:
+        raise FinzDataError(f"model server returned non-JSON: {text[:300]}") from None
+
+
+_TAG_CALL = re.compile(r"<tool_call>\s*(\{.*?\})\s*</tool_call>", re.S)
+# XML-style calls some models print as text, e.g. <invoke name="get_cot"><parameter name="market">..</parameter></invoke>
+_XML_INVOKE = re.compile(r"<(?:[\w-]+:)?invoke\s+name=\"([\w.-]+)\"\s*>(.*?)</(?:[\w-]+:)?invoke>", re.S)
+_XML_PARAM = re.compile(r"<(?:[\w-]+:)?parameter\s+name=\"([\w.-]+)\"\s*>(.*?)</(?:[\w-]+:)?parameter>", re.S)
+_CALL_MARKUP = re.compile(r"<(?:[\w-]+:)?function_calls>.*?</(?:[\w-]+:)?function_calls>|<tool_call>.*?</tool_call>|"
+                          r"<(?:[\w-]+:)?invoke\s.*?</(?:[\w-]+:)?invoke>|to=[\w.]+<\|message\|>", re.S)
+
+
+def _text_calls(content):
+    """Tool calls a model wrote into its text instead of the tool_calls field (Hermes/Qwen JSON or XML invoke)."""
+    out = []
+    for m in _TAG_CALL.finditer(content or ""):
+        try:
+            call = json.loads(m.group(1))
+            out.append((call.get("name", ""), call.get("arguments") or {}))
+        except ValueError:
+            pass
+    for m in _XML_INVOKE.finditer(content or ""):
+        args = {}
+        for k, v in _XML_PARAM.findall(m.group(2)):
+            v = v.strip()
+            try:
+                args[k] = json.loads(v) if v[:1] in "[{" or v in ("true", "false") or re.fullmatch(r"-?\d+(\.\d+)?", v) else v
+            except ValueError:
+                args[k] = v
+        out.append((m.group(1), args))
+    return out
+
+
+_REMINDER_LINE = re.compile(r"^.*finzdata\.com/(account|shop).*$", re.M)
+
+
+def finish_answer(text, keyed):
+    """Exactly one free-tier reminder line at the end when there is no key; never one with a key."""
+    text = _CALL_MARKUP.sub("", text or "").strip()
+    if keyed:
+        return text
+    lines = [ln for ln in text.splitlines() if not (_REMINDER_LINE.match(ln) and len(ln) < 400)]
+    body = "\n".join(lines).rstrip(" -*\n")
+    return (body + "\n\n" + FREE_TIER_LINE).strip()
+
+
+def _parse_args(raw):
+    if isinstance(raw, dict):
+        return raw, None
+    if raw in (None, ""):
+        return {}, None
+    try:
+        val = json.loads(raw)
+        return (val if isinstance(val, dict) else {}), None
+    except (ValueError, TypeError):
+        return None, "ERROR: arguments were not valid JSON"
+
+
+def ask(question, base_url, model, llm_api_key=None, finzdata_api_key=None, profile="data", max_turns=8,
+        system=None, client=None, extra=None, on_tool=None):
+    """Answer `question` with `model`, letting it call FinzData tools. Returns the final text."""
+    mcp = client or FinzDataMCP(api_key=finzdata_api_key)
+    tools = to_openai_tools(mcp.tools(profile))
+    names = {t["function"]["name"] for t in tools}
+    keyed = bool(mcp._key)
+    access = KEYED_NOTE if keyed else FREE_TIER_NOTE
+    sys_msg = (system or mcp.instructions()) + "\n\n" + SYSTEM_PROMPT_TAIL + "\n\n" + access
+    messages = [{"role": "system", "content": sys_msg}, {"role": "user", "content": question}]
+
+    def run(name, raw):
+        args, err = _parse_args(raw)
+        if err:
+            result = err
+        elif name not in names:
+            result = f"ERROR: unknown tool {name}"
+        else:
+            try:
+                result = mcp.call(name, args)
+            except FinzDataError as e:
+                result = f"ERROR: {e}"
+        if on_tool:
+            on_tool(name, args, result)
+        if len(result) > MAX_TOOL_CHARS:
+            result = result[:MAX_TOOL_CHARS] + "\n[truncated: ask for a narrower date range or fewer markets for the rest]"
+        return result
+
+    def trim_context():
+        """Keep long tool sessions fast: once tool output passes TOOL_BUDGET, shorten the oldest results."""
+        tool_msgs = [m for m in messages if m.get("role") == "tool"]
+        total = sum(len(m["content"]) for m in tool_msgs)
+        for m in tool_msgs[:-1]:
+            if total <= TOOL_BUDGET:
+                break
+            if len(m["content"]) > TRIMMED_CHARS:
+                total -= len(m["content"]) - TRIMMED_CHARS
+                m["content"] = m["content"][:TRIMMED_CHARS] + "\n[earlier result trimmed to save context]"
+
+    last, minimal = "", False
+
+    def slim(msgs):
+        return [({k: v for k, v in m.items() if k in _ASSISTANT_KEYS} if m.get("role") == "assistant" else m) for m in msgs]
+
+    for turn in range(max_turns):
+        final = turn == max_turns - 1
+        if final:  # last round: no more tools, answer from what has been gathered
+            messages.append({"role": "user", "content": FINAL_NUDGE})
+        ex = dict(extra or {}, tool_choice="none") if final else extra
+        try:
+            resp = chat_completion(base_url, model, slim(messages) if minimal else messages, tools, llm_api_key, extra=ex)
+        except FinzDataError as e:
+            if minimal or "HTTP 400" not in str(e) or not any(m.get("role") == "assistant" for m in messages):
+                raise
+            minimal = True  # this server rejects extra assistant fields (e.g. reasoning); resend without them
+            resp = chat_completion(base_url, model, slim(messages), tools, llm_api_key, extra=ex)
+        try:
+            msg = resp["choices"][0]["message"]
+        except (KeyError, IndexError, TypeError):
+            raise FinzDataError(f"unexpected model reply: {json.dumps(resp)[:300]}") from None
+        content = msg.get("content") or ""
+        last = content or last
+        calls = msg.get("tool_calls") or []
+        if final:
+            return finish_answer(_CALL_MARKUP.sub("", content).strip() or last or f"Stopped after {max_turns} tool rounds.", keyed)
+        if calls:
+            kept = {k: v for k, v in msg.items() if v is not None or k == "content"}
+            kept["role"] = "assistant"
+            messages.append(kept)  # unchanged, incl. reasoning_content: thinking models (Kimi K3, DeepSeek V4) need it
+            for c in calls:
+                fn = c.get("function") or {}
+                result = run(fn.get("name", ""), fn.get("arguments"))
+                messages.append({"role": "tool", "tool_call_id": c.get("id", ""), "name": fn.get("name", ""),
+                                 "content": result})
+            trim_context()
+            continue
+        text_calls = _text_calls(content)
+        if text_calls:
+            results = [f"<tool_response name=\"{n}\">\n{run(n, a)}\n</tool_response>" for n, a in text_calls]
+            messages.append({"role": "assistant", "content": content})
+            messages.append({"role": "user", "content": "\n".join(results)})
+            continue
+        return finish_answer(content, keyed)
+    return finish_answer(last or f"Stopped after {max_turns} tool rounds.", keyed)
+
+
+def mcp_server_config(api_key=None, name="finzdata"):
+    entry = {"url": MCP_URL, "type": "streamable-http"}
+    key = globals()["api_key"](api_key)
+    if key:
+        entry["headers"] = {"Authorization": f"Bearer {key}"}
+    return {"mcpServers": {name: entry}}
+
+
+def main(argv=None, defaults=None):
+    d = {"base_url": "http://localhost:11434/v1", "model": "qwen3:8b", "llm_key_env": "", "model_env": "",
+         "profile": "data", "prog": "finzdata"}
+    d.update(defaults or {})
+    p = argparse.ArgumentParser(prog=d["prog"], description="Ask an AI model a market question using FinzData data.")
+    p.add_argument("question", nargs="?", default="")
+    p.add_argument("--model", default=(os.environ.get(d["model_env"]) if d["model_env"] else None) or d["model"])
+    p.add_argument("--base-url", default=d["base_url"])
+    p.add_argument("--profile", default=d["profile"], choices=sorted(PROFILES))
+    p.add_argument("--show-tools", action="store_true", help="list the FinzData tools the model will see")
+    a = p.parse_args(argv)
+    try:
+        if a.show_tools:
+            for t in FinzDataMCP().tools(a.profile):
+                print(t["name"])
+            return 0
+        if not a.question:
+            p.error("a question is required")
+        key = os.environ.get(d["llm_key_env"]) if d["llm_key_env"] else None
+        answer = ask(a.question, a.base_url, a.model, llm_api_key=key, profile=a.profile,
+                     on_tool=lambda n, args, r: print(f"-> {n}({json.dumps(args)})", file=sys.stderr))
+        print(answer)
+        if not api_key():
+            print("\n" + CLI_FREE_HINT, file=sys.stderr)
+        return 0
+    except FinzDataError as e:
+        print(f"error: {e}", file=sys.stderr)
+        return 1

finzdata_glm-0.1.0/finzdata_glm.egg-info/PKG-INFO

@@ -0,0 +1,123 @@
+Metadata-Version: 2.4
+Name: finzdata-glm
+Version: 0.1.0
+Summary: FinzData for GLM: point-in-time market data, macro and backtests through function calling and MCP.
+Author-email: FinzData <info@finzdata.com>
+License: MIT
+Project-URL: Homepage, https://finzdata.com/agents
+Project-URL: Documentation, https://finzdata.com/docs
+Project-URL: Source, https://github.com/FinzData/finzdata-glm
+Keywords: glm,zhipu,z.ai,chatglm,finzdata,mcp,market-data,function-calling,backtesting,ai-agents
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Programming Language :: Python :: 3
+Classifier: Intended Audience :: Financial and Insurance Industry
+Classifier: Intended Audience :: Science/Research
+Classifier: Topic :: Office/Business :: Financial :: Investment
+Classifier: Topic :: Scientific/Engineering :: Artificial Intelligence
+Requires-Python: >=3.10
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: certifi
+Dynamic: license-file
+
+# FinzData for GLM
+
+Built for AI, quants, data scientists and financial analysts who backtest. Clean data. Real insights. Real alpha.
+
+FinzData gives GLM point-in-time market data, macro vintages and server-side backtests through function calling and MCP —
+so the model answers market questions with real numbers it can cite, never guesses.
+
+## No API key needed
+
+FinzData works the moment you install it: no FinzData account and no FinzData key. Your model gets the free AI preview
+(the last 6 months of data) automatically, and it knows to tell you when older or deeper data needs a key.
+When you want more, get a free API key (email only, 12 months of data) at https://finzdata.com/account, or full
+history at https://finzdata.com/shop, then set `FINZDATA_API_KEY`. Nothing else changes.
+
+## Install
+
+```bash
+pip install finzdata-glm
+```
+
+## Quick start
+
+```python
+from finzdata_glm import ask
+print(ask("How did managed money positioning in crude oil change over the last 3 months?"))   # no FinzData key needed
+```
+
+## What to ask
+
+- "How are speculators positioned in crude oil futures by the latest COT report?"
+- "Show SPY's dealer gamma, call wall and put wall for the last 30 sessions."
+- "What did the first-published CPI print say last month, before revisions?"
+- "Backtest a 12-month momentum strategy on US stocks, delisted names included."
+- "How many ships transited the Strait of Hormuz each day last month?"
+- "Who are the largest 13F holders of NVDA, and who added the most last quarter?"
+
+## Command line
+
+```bash
+finzdata-glm "How did managed money positioning in crude oil change over the last 3 months?"
+finzdata-glm --show-tools
+```
+
+## Z.ai API
+
+Set `ZAI_API_KEY` (or `ZHIPUAI_API_KEY`) and ask. The default model is `glm-5.3`; override with `model=` or `FINZDATA_GLM_MODEL`.
+
+## Mainland endpoint
+
+Set `FINZDATA_GLM_REGION=cn` to use `https://open.bigmodel.cn/api/paas/v4`.
+
+## MCP for GLM agents and IDEs
+
+```python
+from finzdata_glm import mcp_config
+print(mcp_config())   # {"mcpServers": {"finzdata": {"url": "https://api.finzdata.com/mcp", ...}}}
+```
+
+Paste it into any MCP-capable GLM coding agent or IDE.
+
+## GLM open weights
+
+The GLM models on Hugging Face (`zai-org/GLM-5.3` and family) work through `pip install finzdata-huggingface`, or host them yourself with
+vLLM (`--enable-auto-tool-choice` with the GLM tool-call parser) or SGLang and pass `base_url="http://localhost:8000/v1"`.
+
+## Use with any OpenAI-compatible server
+
+```python
+from finzdata_glm import openai_tools, FinzDataMCP
+tools = openai_tools()          # pass as `tools=` to any chat.completions call
+result = FinzDataMCP().call("get_cot", {"market": "crude"})   # run the tool the model picked
+```
+
+## Tool profiles
+
+`lite` (6 core tools, for small models), `data` (20 data and backtest tools, the default) and `full` (every read tool).
+Tools that change data on FinzData are never exposed unless you ask for them explicitly.
+
+## Coverage
+
+16,000+ US stocks that have traded on NYSE and Nasdaq since January 2000, delisted included, point in time; 5,100+ ETFs; 139 futures markets with every contract since 2007; point-in-time options gamma (GEX) for single stocks, ETFs and the major indexes; CFTC COT since 1986; 13F holdings; SEC fundamentals as filed; end-of-day options chains; 22,700+ macro series with every vintage kept; 512 crypto pairs (Bitcoin since 2013); FX for 79 currency pairs; 123 indexes incl. the VIX term structure; tick trades for 1,100+ US stocks and ETFs; FinzData Global Macro Pulse (ship transits through 28 chokepoints, port calls, flights, toll traffic); 1, 5, 15, 30-minute, hourly and daily bars; server-side backtests.
+
+## Access
+
+No key needed to start: AI/MCP use gives the last 6 months. A free account (email only, https://finzdata.com/account) gives the last 12 months of daily US stock bars, COT, SEC fundamentals, US macro and 13F, and the last 30 days of futures and daily GEX. Full history: https://finzdata.com/shop — $19 one ticker, $49 one futures market, $195 for 5 years of the whole US market.
+
+With a key:
+
+```bash
+export FINZDATA_API_KEY=fz_...   # free at https://finzdata.com/account
+```
+
+or pass `finzdata_api_key="fz_..."` to `ask`.
+
+## Links
+
+- Site: https://finzdata.com
+- Docs: https://finzdata.com/docs
+- MCP server: https://api.finzdata.com/mcp
+- Python client: `pip install finzdata`
+- Contact: the FinzData team, info@finzdata.com

finzdata_glm-0.1.0/finzdata_glm.egg-info/SOURCES.txt

@@ -0,0 +1,13 @@
+LICENSE
+README.md
+pyproject.toml
+finzdata_glm/__init__.py
+finzdata_glm/__main__.py
+finzdata_glm/_core.py
+finzdata_glm.egg-info/PKG-INFO
+finzdata_glm.egg-info/SOURCES.txt
+finzdata_glm.egg-info/dependency_links.txt
+finzdata_glm.egg-info/entry_points.txt
+finzdata_glm.egg-info/requires.txt
+finzdata_glm.egg-info/top_level.txt
+tests/test_finzdata_glm.py

finzdata_glm-0.1.0/finzdata_glm.egg-info/dependency_links.txt

@@ -0,0 +1 @@
+

finzdata_glm-0.1.0/finzdata_glm.egg-info/entry_points.txt

@@ -0,0 +1,2 @@
+[console_scripts]
+finzdata-glm = finzdata_glm.__main__:cli

finzdata_glm-0.1.0/finzdata_glm.egg-info/requires.txt

@@ -0,0 +1 @@
+certifi

finzdata_glm-0.1.0/finzdata_glm.egg-info/top_level.txt

@@ -0,0 +1 @@
+finzdata_glm

finzdata_glm-0.1.0/pyproject.toml

@@ -0,0 +1,35 @@
+[build-system]
+requires = ["setuptools>=68", "wheel"]
+build-backend = "setuptools.build_meta"
+
+[project]
+name = "finzdata-glm"
+version = "0.1.0"
+description = "FinzData for GLM: point-in-time market data, macro and backtests through function calling and MCP."
+readme = "README.md"
+license = { text = "MIT" }
+authors = [{ name = "FinzData", email = "info@finzdata.com" }]
+requires-python = ">=3.10"
+dependencies = ["certifi"]
+keywords = ["glm", "zhipu", "z.ai", "chatglm", "finzdata", "mcp", "market-data", "function-calling", "backtesting", "ai-agents"]
+classifiers = [
+  "License :: OSI Approved :: MIT License",
+  "Programming Language :: Python :: 3",
+  "Intended Audience :: Financial and Insurance Industry",
+  "Intended Audience :: Science/Research",
+  "Topic :: Office/Business :: Financial :: Investment",
+  "Topic :: Scientific/Engineering :: Artificial Intelligence",
+]
+
+[project.optional-dependencies]
+
+[project.scripts]
+finzdata-glm = "finzdata_glm.__main__:cli"
+
+[project.urls]
+Homepage = "https://finzdata.com/agents"
+Documentation = "https://finzdata.com/docs"
+Source = "https://github.com/FinzData/finzdata-glm"
+
+[tool.setuptools]
+packages = ["finzdata_glm"]

finzdata_glm-0.1.0/setup.cfg

@@ -0,0 +1,4 @@
+[egg_info]
+tag_build = 
+tag_date = 0
+

finzdata_glm-0.1.0/tests/test_finzdata_glm.py

@@ -0,0 +1,54 @@
+import sys, pathlib, json, types
+sys.path.insert(0, str(pathlib.Path(__file__).resolve().parents[1]))
+import pytest
+import finzdata_glm as pkg
+from finzdata_glm import _core
+
+
+@pytest.fixture(autouse=True)
+def clean_env(monkeypatch):
+    for k in ("FINZDATA_API_KEY", "ZAI_API_KEY", "FINZDATA_GLM_MODEL", "FINZDATA_KIMI_REGION", "FINZDATA_GLM_REGION",
+              "ZHIPUAI_API_KEY", "HUGGINGFACEHUB_API_TOKEN", "FINZDATA_LOCAL_BASE_URL"):
+        monkeypatch.delenv(k, raising=False)
+
+
+def test_defaults_and_env(monkeypatch):
+    assert pkg._base_url() == pkg.DEFAULT_BASE_URL and pkg._model() == pkg.DEFAULT_MODEL
+    monkeypatch.setenv("FINZDATA_GLM_MODEL", "m-env")
+    assert pkg._model() == "m-env" and pkg._model("m-arg") == "m-arg"
+    monkeypatch.setenv("ZAI_API_KEY", "llm-env")
+    assert pkg._llm_key() == "llm-env" and pkg._llm_key("x") == "x"
+
+
+def test_ask_forwards(monkeypatch):
+    seen = {}
+    monkeypatch.setattr(pkg, "_ask", lambda q, **kw: seen.update(kw, q=q) or "ok")
+    monkeypatch.setenv("ZAI_API_KEY", "K")
+    assert pkg.ask("crude?", finzdata_api_key="F") == "ok"
+    assert seen["q"] == "crude?" and seen["base_url"] == pkg.DEFAULT_BASE_URL and seen["llm_api_key"] == "K"
+    assert seen["finzdata_api_key"] == "F" and seen["profile"] == "data"
+
+
+def test_mcp_config(monkeypatch):
+    assert "headers" not in pkg.mcp_config()["mcpServers"]["finzdata"]
+    assert pkg.mcp_config("abc")["mcpServers"]["finzdata"]["headers"] == {"Authorization": "Bearer abc"}
+    assert pkg.mcp_config()["mcpServers"]["finzdata"]["url"] == pkg.MCP_URL == "https://api.finzdata.com/mcp"
+
+
+def test_core_is_shared_copy():
+    shared = pathlib.Path(__file__).resolve().parents[2] / "openmodels_core" / "_core.py"
+    if shared.exists():
+        assert shared.read_text() == pathlib.Path(_core.__file__).read_text()
+
+
+def test_cli_show_tools(monkeypatch, capsys):
+    from finzdata_glm import __main__ as m
+    monkeypatch.setattr(_core.FinzDataMCP, "tools", lambda self, profile="data", **k: [{"name": "get_cot"}])
+    assert m.cli(["--show-tools"]) == 0 and "get_cot" in capsys.readouterr().out
+
+
+def test_region_and_fallback_key(monkeypatch):
+    monkeypatch.setenv("FINZDATA_GLM_REGION", "cn")
+    assert pkg._base_url() == pkg.CHINA_BASE_URL
+    monkeypatch.setenv("ZHIPUAI_API_KEY", "z")
+    assert pkg._llm_key() == "z"