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Add these tools with AgentTools.<tool>(tool_name="...", ...) or agent.add_tool.<tool>(tool_name="...", ...). Every tool requires a unique tool_name=. Each entry lists the tool’s configuration parameters. See the Agent reference for attaching and running tools.

dataframe_get_schema — Dataframe Get Schema

Get the schema of a dataframe including columns, types, and constraints.
Parameters
dataframe
str
The dataframe to get schema from
dataframe_type
str
default:"'table'"
The type of dataframe to be used

dataframe_raw_query — Dataframe Raw Query

Execute custom queries on dataframes.
Parameters
dataframe
Any
The dataframe to query
preload
bool
default:"False"
Whether to preload dataframe instead of lazy load
query
str
default:"'SELECT * FROM {df}'"
SQL query to execute on the dataframe. Use {df} as the table name placeholder. Example: SELECT * FROM {df} limit 10;
dataframe_type
str
default:"'table'"
The type of dataframe to be used

fetch_filings — Fetch Filings

Search for financial filings (10-K, 10-Q) by stock ticker
Parameters
document_group_ids
Any
Filing types: 1=Earnings Release, 2=Press Release, 3=Interim Report (10-Q), 4=Annual Report (10-K), 5=Proxy Statement, 6=Registration Statement
end_date
Any
Only return results before this date (YYYY-MM-DD)
limit
Any
Maximum number of results to return (1-100) loader_type (str)
loader_type
str
default:"'filings'"
start_date
Any
Only return results after this date (YYYY-MM-DD)
tickers
Any
Comma-separated stock tickers (e.g. AAPL,GOOGL,MSFT)

fetch_financials — Fetch Financials

Fetch income statements, balance sheets, or cash flow statements with SEC filing citations
Parameters
currency
Any
ISO currency code for conversion (e.g. EUR). Leave empty for reporting currency.
limit
Any
Number of periods to return (1-20) loader_type (str)
loader_type
str
default:"'financials'"
metrics
Any
Comma-separated metric IDs to filter (e.g. total_revenues,gross_profit,net_income). Leave empty for all.
period_type
Any
Period granularity
statement_type
Any
Type of financial statement
tickers
Any
Comma-separated stock tickers (e.g. MSFT,NVDA,GOOG)

fetch_logos — Fetch Logos

Fetch company logos by ticker or domain
Parameters
domains
Any
Comma-separated domains (e.g. stripe.com,openai.com) for companies without a public ticker.
format
Any
Image format.
retina
Any
Retina (2x) resolution. Recommended to keep enabled for crisp logos in slides/PDFs.
size
Any
Image size in pixels.
theme
Any
Logo variant for the target slide background. Use ‘light’ for white/light cells and ‘dark’ for dark cells.
tickers
Any
Comma-separated stock tickers (e.g. AAPL,GOOGL,MSFT). Supports exchange suffix like AAPL.LSE.

fetch_ratios — Fetch Ratios

Fetch financial ratios (P/E, EV/EBITDA, margins, growth) for one or more companies
Parameters
currency
Any
ISO currency code (e.g. EUR). Leave empty for default.
daily
Any
Set to ‘true’ for daily time series. Only works for Trailing Valuation ratios. loader_type (str)
loader_type
str
default:"'ratios'"
period_type
Any
Period granularity (ignored for daily mode)
ratio_ids
Any
Comma-separated ratio IDs. Leave empty for all. Common IDs: ratio_price_to_earnings, ratio_price_to_sales, ratio_price_to_book, ratio_ev_to_ebitda, ratio_ev_to_ebit, ratio_fcf_yield, ratio_earnings_yield, ratio_gross_profit_margin, ratio_operating_margin, ratio_net_profit_margin, ratio_ebitda_margin, ratio_fcf_margin, ratio_return_on_equity, ratio_return_on_assets, ratio_return_on_invested_capital, ratio_debt_to_equity, ratio_net_debt_to_ebitda, ratio_current_ratio, ratio_quick_ratio, ratio_diluted_eps, ratio_book_value_per_share, ratio_free_cash_flow_per_share, growth_revenue_1y, growth_revenue_3y_cagr, growth_net_income_1y, growth_diluted_eps_1y, calculated_market_cap, calculated_ebitda, calculated_fcf, calculated_net_debt, calculated_dividend_yield.
tickers
Any
Comma-separated stock tickers (e.g. MSFT,NVDA,GOOG)

fetch_slides — Fetch Slides

Search for investor presentation slides by stock ticker
Parameters
document_group_ids
Any
Optional filter by document group: 1=Earnings Release, 2=Press Release, 3=Interim Report, 4=Annual Report, 5=Proxy Statement, 6=Registration Statement. Leave empty to return all slide types.
end_date
Any
Only return results before this date (YYYY-MM-DD)
limit
int
default:"1"
Maximum number of results to return (1-50) loader_type (str)
loader_type
str
default:"'slides'"
start_date
Any
Only return results after this date (YYYY-MM-DD)
tickers
Any
Comma-separated stock tickers (e.g. AAPL,GOOGL,MSFT)

fetch_stock_prices — Fetch Stock Prices

Fetch historical stock prices for one or more companies
Parameters
end_date
Any
End date YYYY-MM-DD. Leave empty for today. loader_type (str)
loader_type
str
default:"'stock_prices'"
start_date
Any
Start date YYYY-MM-DD. Leave empty for full history.
tickers
Any
Comma-separated stock tickers (e.g. MSFT,NVDA,GOOG)

fetch_transcripts — Fetch Transcripts

Search for earnings call transcripts by stock ticker
Parameters
end_date
Any
Only return results before this date (YYYY-MM-DD)
limit
Any
Maximum number of results to return (1-50) loader_type (str)
loader_type
str
default:"'transcripts'"
start_date
Any
Only return results after this date (YYYY-MM-DD)
tickers
Any
Comma-separated stock tickers (e.g. AAPL,GOOGL,MSFT)