| 1 | """Yahoo Finance MCP adapter with explicit capabilities and strict normalization. |
| 2 | |
| 3 | The repository-owned first-party server returns the versioned contract validated |
| 4 | below. A capability remains callable only when configuration marks one exact |
| 5 | region/requirement/tool mapping SUPPORTED; malformed or incomplete results fail |
| 6 | closed so policy can use the existing regional fallback. |
| 7 | """ |
| 8 | from __future__ import annotations |
| 9 | |
| 10 | import asyncio |
| 11 | import json |
| 12 | import math |
| 13 | import os |
| 14 | from contextlib import asynccontextmanager |
| 15 | from dataclasses import dataclass |
| 16 | from datetime import date, datetime, timedelta, timezone |
| 17 | from decimal import Decimal, InvalidOperation |
| 18 | from enum import StrEnum |
| 19 | from typing import Any, AsyncContextManager, Callable, Protocol |
| 20 | from urllib.parse import quote |
| 21 | |
| 22 | import httpx2 |
| 23 | from mcp import Client, StdioServerParameters |
| 24 | from mcp.client.streamable_http import streamable_http_client |
| 25 | from opentelemetry.propagate import inject |
| 26 | from pydantic import Field, SecretStr, ValidationError, field_validator, model_validator |
| 27 | |
| 28 | from app.contracts import McpErrorCode, McpGatewayError, McpRiskClass, StrictContract |
| 29 | from app.external import ( |
| 30 | ExternalCapabilityState, |
| 31 | ExternalMcpProviderCapability, |
| 32 | ExternalMcpProviderMetadata, |
| 33 | ExternalProviderHealthState, |
| 34 | ) |
| 35 | from app.resilience import McpCircuitBreaker |
| 36 | |
| 37 | |
| 38 | PROVIDER_ID = "YAHOO_FINANCE_MCP" |
| 39 | ADAPTER_VERSION = "YAHOO_FINANCE_MCP_ADAPTER_V1" |
| 40 | TOOL_SCHEMA_VERSION = "YAHOO_FINANCE_MCP_TOOL_V1" |
| 41 | SUPPORTED_REGIONS = ("INDIA", "USA", "EUROPE") |
| 42 | |
| 43 | |
| 44 | class _RetryableProviderFailure(Exception): |
| 45 | def __init__(self, code: McpErrorCode) -> None: |
| 46 | super().__init__(code.value) |
| 47 | self.code = code |
| 48 | |
| 49 | |
| 50 | _FIRST_PARTY_ERRORS = { |
| 51 | "YAHOO_MCP_UPSTREAM_TIMEOUT": McpErrorCode.DOWNSTREAM_TIMEOUT, |
| 52 | "YAHOO_MCP_UPSTREAM_UNAVAILABLE": McpErrorCode.EXTERNAL_PROVIDER_UNAVAILABLE, |
| 53 | "YAHOO_MCP_RATE_LIMITED": McpErrorCode.EXTERNAL_PROVIDER_RATE_LIMITED, |
| 54 | "YAHOO_MCP_UNSUPPORTED": McpErrorCode.EXTERNAL_CAPABILITY_UNSUPPORTED, |
| 55 | "YAHOO_MCP_INVALID_RESPONSE": McpErrorCode.EXTERNAL_SCHEMA_INVALID, |
| 56 | "YAHOO_MCP_INCOMPLETE": McpErrorCode.EXTERNAL_RESULT_INCOMPLETE, |
| 57 | "YAHOO_MCP_IDENTITY_MISMATCH": McpErrorCode.EXTERNAL_IDENTITY_CONFLICT, |
| 58 | } |
| 59 | |
| 60 | _READINESS_CATALYST_EVENT_TYPES = frozenset( |
| 61 | { |
| 62 | "NEW_ORDER", |
| 63 | "ORDER_BACKLOG_CHANGE", |
| 64 | "MAJOR_CONTRACT", |
| 65 | "GOVERNMENT_CONTRACT", |
| 66 | "ORDER_CANCELLED", |
| 67 | "CAPEX", |
| 68 | "FACTORY_EXPANSION", |
| 69 | "CAPACITY_EXPANSION", |
| 70 | "NEW_FACILITY", |
| 71 | "PROJECT_DELAY", |
| 72 | "MANAGEMENT_GUIDANCE", |
| 73 | "GUIDANCE_RAISED", |
| 74 | "GUIDANCE_LOWERED", |
| 75 | "GUIDANCE_CUT", |
| 76 | "GUIDANCE_MAINTAINED", |
| 77 | "REVENUE_GUIDANCE", |
| 78 | "MARGIN_GUIDANCE", |
| 79 | } |
| 80 | ) |
| 81 | |
| 82 | |
| 83 | class YahooMcpCapability(StrEnum): |
| 84 | LATEST_PRICE = "LATEST_PRICE" |
| 85 | MARKET_HISTORY = "MARKET_HISTORY" |
| 86 | COMPANY_PROFILE = "COMPANY_PROFILE" |
| 87 | VALUATION_INPUTS = "VALUATION_INPUTS" |
| 88 | ANNUAL_FINANCIALS = "ANNUAL_FINANCIALS" |
| 89 | QUARTERLY_FINANCIALS = "QUARTERLY_FINANCIALS" |
| 90 | BALANCE_SHEET = "BALANCE_SHEET" |
| 91 | INCOME_STATEMENT = "INCOME_STATEMENT" |
| 92 | CASH_FLOW = "CASH_FLOW" |
| 93 | GROWTH_INPUTS = "GROWTH_INPUTS" |
| 94 | EARNINGS_TREND = "EARNINGS_TREND" |
| 95 | NEWS = "NEWS" |
| 96 | CATALYSTS_EVENTS = "CATALYSTS_EVENTS" |
| 97 | SHAREHOLDING = "SHAREHOLDING" |
| 98 | SECTOR_INDUSTRY = "SECTOR_INDUSTRY" |
| 99 | ANALYST_DATA = "ANALYST_DATA" |
| 100 | TECHNICAL_PRICE_INPUTS = "TECHNICAL_PRICE_INPUTS" |
| 101 | |
| 102 | |
| 103 | _REQUIREMENT_CAPABILITY = { |
| 104 | "LATEST_PRICE": YahooMcpCapability.LATEST_PRICE, |
| 105 | "HISTORICAL_PRICE_SERIES": YahooMcpCapability.MARKET_HISTORY, |
| 106 | "VALUATION_INPUTS": YahooMcpCapability.VALUATION_INPUTS, |
| 107 | "BUSINESS_QUALITY_FACTS": YahooMcpCapability.ANNUAL_FINANCIALS, |
| 108 | "GROWTH_FACTS": YahooMcpCapability.GROWTH_INPUTS, |
| 109 | "BALANCE_SHEET_FACTS": YahooMcpCapability.BALANCE_SHEET, |
| 110 | "QUARTERLY_FINANCIALS": YahooMcpCapability.QUARTERLY_FINANCIALS, |
| 111 | "CURRENT_NEWS": YahooMcpCapability.NEWS, |
| 112 | "ORDER_BOOK_CAPEX_GUIDANCE": YahooMcpCapability.CATALYSTS_EVENTS, |
| 113 | "SHAREHOLDING": YahooMcpCapability.SHAREHOLDING, |
| 114 | "SECTOR_MACRO": YahooMcpCapability.SECTOR_INDUSTRY, |
| 115 | "COMPANY_PROFILE": YahooMcpCapability.COMPANY_PROFILE, |
| 116 | "ANALYST_DATA": YahooMcpCapability.ANALYST_DATA, |
| 117 | } |
| 118 | |
| 119 | |
| 120 | class YahooFinanceCapabilityRegistry: |
| 121 | """One configured capability decision for every region/requirement pair.""" |
| 122 | |
| 123 | def __init__(self, capabilities: list[ExternalMcpProviderCapability]) -> None: |
| 124 | values = {(item.region, item.requirement_id): item for item in capabilities} |
| 125 | if len(values) != len(capabilities): |
| 126 | raise ValueError("Yahoo MCP capabilities must be unique by region and requirement") |
| 127 | self._values = values |
| 128 | |
| 129 | @classmethod |
| 130 | def from_json(cls, value: str | None) -> "YahooFinanceCapabilityRegistry": |
| 131 | try: |
| 132 | configured = json.loads(value or "[]") |
| 133 | except json.JSONDecodeError as exc: |
| 134 | raise ValueError("AIP_MCP_YAHOO_CAPABILITIES_JSON must be valid JSON") from exc |
| 135 | if not isinstance(configured, list): |
| 136 | raise ValueError("AIP_MCP_YAHOO_CAPABILITIES_JSON must be a JSON array") |
| 137 | defaults = { |
| 138 | (region, requirement): ExternalMcpProviderCapability( |
| 139 | region=region, |
| 140 | requirementId=requirement, |
| 141 | capability=capability.value, |
| 142 | state=( |
| 143 | ExternalCapabilityState.UNSUPPORTED |
| 144 | if capability is YahooMcpCapability.SHAREHOLDING |
| 145 | else ExternalCapabilityState.UNKNOWN |
| 146 | ), |
| 147 | ) |
| 148 | for region in SUPPORTED_REGIONS |
| 149 | for requirement, capability in _REQUIREMENT_CAPABILITY.items() |
| 150 | } |
| 151 | for raw in configured: |
| 152 | capability = ExternalMcpProviderCapability.model_validate(raw) |
| 153 | expected = _REQUIREMENT_CAPABILITY.get(capability.requirement_id) |
| 154 | if expected is None or capability.capability != expected.value: |
| 155 | raise ValueError( |
| 156 | f"Unsupported Yahoo MCP requirement/capability mapping: " |
| 157 | f"{capability.requirement_id}/{capability.capability}" |
| 158 | ) |
| 159 | if capability.region not in SUPPORTED_REGIONS: |
| 160 | raise ValueError(f"Unsupported Yahoo MCP region: {capability.region}") |
| 161 | if capability.state is ExternalCapabilityState.SUPPORTED and not capability.tool: |
| 162 | raise ValueError("A SUPPORTED Yahoo MCP capability requires an exact tool name") |
| 163 | _reject_sensitive_tool_arguments(capability.tool_arguments) |
| 164 | defaults[(capability.region, capability.requirement_id)] = capability |
| 165 | return cls(list(defaults.values())) |
| 166 | |
| 167 | def capability_for( |
| 168 | self, *, region: str, requirement_id: str |
| 169 | ) -> ExternalMcpProviderCapability | None: |
| 170 | return self._values.get((region.strip().upper(), requirement_id.strip().upper())) |
| 171 | |
| 172 | @property |
| 173 | def capabilities(self) -> tuple[ExternalMcpProviderCapability, ...]: |
| 174 | return tuple(self._values[key] for key in sorted(self._values)) |
| 175 | |
| 176 | @property |
| 177 | def supported(self) -> tuple[ExternalMcpProviderCapability, ...]: |
| 178 | return tuple( |
| 179 | item |
| 180 | for item in self.capabilities |
| 181 | if item.state is ExternalCapabilityState.SUPPORTED and item.tool |
| 182 | ) |
| 183 | |
| 184 | |
| 185 | @dataclass(frozen=True) |
| 186 | class YahooFinanceMcpConfig: |
| 187 | transport: str |
| 188 | endpoint: str | None |
| 189 | stdio_command: str | None |
| 190 | stdio_args: tuple[str, ...] |
| 191 | auth_type: str |
| 192 | auth_header_name: str |
| 193 | auth_token: SecretStr | None |
| 194 | stdio_token_env_name: str | None |
| 195 | timeout_seconds: float |
| 196 | max_retries: int |
| 197 | retry_backoff_seconds: float |
| 198 | max_concurrency: int |
| 199 | |
| 200 | def __post_init__(self) -> None: |
| 201 | transport = self.transport.strip().lower() |
| 202 | auth_type = self.auth_type.strip().upper() |
| 203 | if transport not in {"streamable-http", "stdio"}: |
| 204 | raise ValueError("Yahoo MCP transport must be streamable-http or stdio") |
| 205 | if transport == "streamable-http" and not self.endpoint: |
| 206 | raise ValueError("Yahoo MCP Streamable HTTP requires an endpoint") |
| 207 | if transport == "stdio" and not self.stdio_command: |
| 208 | raise ValueError("Yahoo MCP STDIO requires an executable") |
| 209 | if self.timeout_seconds <= 0 or self.max_concurrency < 1: |
| 210 | raise ValueError("Yahoo MCP timeout and concurrency must be positive") |
| 211 | if self.max_retries not in range(0, 4) or self.retry_backoff_seconds < 0: |
| 212 | raise ValueError("Yahoo MCP retry configuration is outside the safe bound") |
| 213 | if auth_type in {"BEARER", "HEADER"} and self.auth_token is None: |
| 214 | raise ValueError("Yahoo MCP configured authentication requires a secret reference") |
| 215 | if auth_type in {"NONE", "WORKLOAD_IDENTITY"} and self.auth_token is not None: |
| 216 | raise ValueError("Yahoo MCP token is not valid for the configured authentication type") |
| 217 | object.__setattr__(self, "transport", transport) |
| 218 | object.__setattr__(self, "auth_type", auth_type) |
| 219 | |
| 220 | |
| 221 | class YahooMcpClient(Protocol): |
| 222 | async def list_tools(self): ... |
| 223 | |
| 224 | async def call_tool(self, name: str, arguments: dict[str, Any] | None = None, **kwargs): ... |
| 225 | |
| 226 | |
| 227 | class YahooMcpClientFactory(Protocol): |
| 228 | def connect(self, request_id: str) -> AsyncContextManager[YahooMcpClient]: ... |
| 229 | |
| 230 | |
| 231 | class OfficialYahooMcpClientFactory: |
| 232 | """Build official SDK clients without putting credentials in URLs or logs.""" |
| 233 | |
| 234 | def __init__(self, config: YahooFinanceMcpConfig) -> None: |
| 235 | self.config = config |
| 236 | |
| 237 | @asynccontextmanager |
| 238 | async def connect(self, request_id: str): |
| 239 | if self.config.transport == "stdio": |
| 240 | environment = { |
| 241 | key: value |
| 242 | for key in ("PATH", "SYSTEMROOT", "WINDIR", "HOME", "TMP", "TEMP") |
| 243 | if (value := os.environ.get(key)) |
| 244 | } |
| 245 | environment["AIP_REQUEST_ID"] = request_id |
| 246 | environment["AIP_CORRELATION_ID"] = request_id |
| 247 | if self.config.auth_token and self.config.stdio_token_env_name: |
| 248 | environment[self.config.stdio_token_env_name] = ( |
| 249 | self.config.auth_token.get_secret_value() |
| 250 | ) |
| 251 | parameters = StdioServerParameters( |
| 252 | command=str(self.config.stdio_command), |
| 253 | args=list(self.config.stdio_args), |
| 254 | env=environment, |
| 255 | ) |
| 256 | async with Client( |
| 257 | parameters, read_timeout_seconds=self.config.timeout_seconds, cache=None |
| 258 | ) as client: |
| 259 | yield client |
| 260 | return |
| 261 | |
| 262 | headers = {"X-Request-ID": request_id, "X-Correlation-ID": request_id} |
| 263 | inject(headers) |
| 264 | if self.config.auth_token: |
| 265 | token = self.config.auth_token.get_secret_value() |
| 266 | headers[self.config.auth_header_name] = ( |
| 267 | f"Bearer {token}" if self.config.auth_type == "BEARER" else token |
| 268 | ) |
| 269 | async with httpx2.AsyncClient( |
| 270 | headers=headers, |
| 271 | timeout=httpx2.Timeout(self.config.timeout_seconds), |
| 272 | ) as http_client: |
| 273 | transport = streamable_http_client( |
| 274 | str(self.config.endpoint), http_client=http_client |
| 275 | ) |
| 276 | async with Client( |
| 277 | transport, read_timeout_seconds=self.config.timeout_seconds, cache=None |
| 278 | ) as client: |
| 279 | yield client |
| 280 | |
| 281 | |
| 282 | class YahooMcpRawFact(StrictContract): |
| 283 | metric: str = Field(min_length=1, max_length=100) |
| 284 | value: Any |
| 285 | unit: str | None = Field(default=None, max_length=30) |
| 286 | period_end: str | None = Field(default=None, alias="periodEnd") |
| 287 | period_type: str | None = Field(default=None, alias="periodType") |
| 288 | reporting_basis: str = Field(default="UNKNOWN", alias="reportingBasis") |
| 289 | as_of: datetime | None = Field(default=None, alias="asOf") |
| 290 | published_at: datetime | None = Field(default=None, alias="publishedAt") |
| 291 | confidence: float = Field(default=0.78, ge=0, le=1) |
| 292 | raw_field_origin: str | None = Field(default=None, alias="rawFieldOrigin", max_length=200) |
| 293 | |
| 294 | @field_validator("value") |
| 295 | @classmethod |
| 296 | def finite_scalar(cls, value: Any) -> Any: |
| 297 | if isinstance(value, (dict, list, tuple)): |
| 298 | raise ValueError("Yahoo MCP fact values must be scalar") |
| 299 | if isinstance(value, float) and not math.isfinite(value): |
| 300 | raise ValueError("Yahoo MCP fact values must be finite") |
| 301 | if isinstance(value, Decimal) and not value.is_finite(): |
| 302 | raise ValueError("Yahoo MCP fact values must be finite") |
| 303 | return value |
| 304 | |
| 305 | @field_validator("period_end") |
| 306 | @classmethod |
| 307 | def valid_period_end(cls, value: str | None) -> str | None: |
| 308 | if value is None: |
| 309 | return None |
| 310 | try: |
| 311 | datetime.fromisoformat(value) |
| 312 | except ValueError as exc: |
| 313 | raise ValueError("Yahoo MCP periodEnd must be an ISO date") from exc |
| 314 | return value |
| 315 | |
| 316 | @field_validator("period_type") |
| 317 | @classmethod |
| 318 | def valid_period_type(cls, value: str | None) -> str | None: |
| 319 | if value is None: |
| 320 | return None |
| 321 | normalized = value.strip().upper() |
| 322 | if normalized not in {"ANNUAL", "QUARTERLY", "AS_AT"}: |
| 323 | raise ValueError("Yahoo MCP periodType is unsupported") |
| 324 | return normalized |
| 325 | |
| 326 | |
| 327 | class YahooMcpRawPrice(StrictContract): |
| 328 | observed_at: datetime = Field(alias="observedAt") |
| 329 | close: Decimal |
| 330 | currency: str | None = None |
| 331 | |
| 332 | @field_validator("close") |
| 333 | @classmethod |
| 334 | def valid_price(cls, value: Decimal) -> Decimal: |
| 335 | if not value.is_finite() or value <= 0: |
| 336 | raise ValueError("Yahoo MCP prices must be positive and finite") |
| 337 | return value |
| 338 | |
| 339 | |
| 340 | class YahooMcpRawArticle(StrictContract): |
| 341 | headline: str = Field(min_length=1, max_length=500) |
| 342 | url: str = Field(min_length=1, max_length=2048) |
| 343 | published_at: datetime = Field(alias="publishedAt") |
| 344 | publisher: str = Field(default="Yahoo Finance", max_length=200) |
| 345 | issuer_symbol: str | None = Field(default=None, alias="issuerSymbol") |
| 346 | related_symbols: tuple[str, ...] = Field(default=(), alias="relatedSymbols") |
| 347 | summary: str | None = Field(default=None, max_length=2000) |
| 348 | event_type: str | None = Field(default=None, alias="eventType", max_length=100) |
| 349 | |
| 350 | @field_validator("url") |
| 351 | @classmethod |
| 352 | def http_url(cls, value: str) -> str: |
| 353 | if not value.startswith(("https://", "http://")): |
| 354 | raise ValueError("Yahoo MCP evidence URLs must use HTTP(S)") |
| 355 | return value |
| 356 | |
| 357 | |
| 358 | class YahooMcpRawProfile(StrictContract): |
| 359 | company_name: str | None = Field(default=None, alias="companyName", max_length=300) |
| 360 | sector: str | None = Field(default=None, max_length=200) |
| 361 | industry: str | None = Field(default=None, max_length=200) |
| 362 | |
| 363 | |
| 364 | class YahooMcpRawOwnership(StrictContract): |
| 365 | period_end: datetime = Field(alias="periodEnd") |
| 366 | promoter_holding_percent: Decimal | None = Field(default=None, alias="promoterHoldingPercent") |
| 367 | promoter_pledge_percent: Decimal | None = Field(default=None, alias="promoterPledgePercent") |
| 368 | promoter_pledge_basis: str | None = Field(default=None, alias="promoterPledgeBasis") |
| 369 | fii_fpi_percent: Decimal | None = Field(default=None, alias="fiiFpiPercent") |
| 370 | dii_percent: Decimal | None = Field(default=None, alias="diiPercent") |
| 371 | public_retail_percent: Decimal | None = Field(default=None, alias="publicRetailPercent") |
| 372 | institutional_ownership_percent: Decimal | None = Field( |
| 373 | default=None, alias="institutionalOwnershipPercent" |
| 374 | ) |
| 375 | |
| 376 | @field_validator( |
| 377 | "promoter_holding_percent", |
| 378 | "promoter_pledge_percent", |
| 379 | "fii_fpi_percent", |
| 380 | "dii_percent", |
| 381 | "public_retail_percent", |
| 382 | "institutional_ownership_percent", |
| 383 | ) |
| 384 | @classmethod |
| 385 | def valid_percentage(cls, value: Decimal | None) -> Decimal | None: |
| 386 | if value is not None and (not value.is_finite() or value < 0 or value > 100): |
| 387 | raise ValueError("Yahoo MCP ownership percentages must be between 0 and 100") |
| 388 | return value |
| 389 | |
| 390 | |
| 391 | class YahooMcpRawPayload(StrictContract): |
| 392 | schema_version: str = Field(alias="schemaVersion") |
| 393 | adapter_version: str | None = Field(default=None, alias="adapterVersion", max_length=100) |
| 394 | source: str | None = Field(default=None, max_length=100) |
| 395 | global_instrument_id: str = Field(alias="globalInstrumentId", min_length=1, max_length=100) |
| 396 | symbol: str = Field(min_length=1, max_length=100) |
| 397 | exchange: str | None = Field(default=None, max_length=100) |
| 398 | currency: str | None = Field(default=None, max_length=20) |
| 399 | as_of: datetime | None = Field(default=None, alias="asOf") |
| 400 | retrieved_at: datetime | None = Field(default=None, alias="retrievedAt") |
| 401 | source_url: str | None = Field(default=None, alias="sourceUrl", max_length=2048) |
| 402 | price: Decimal | None = None |
| 403 | facts: tuple[YahooMcpRawFact, ...] = () |
| 404 | prices: tuple[YahooMcpRawPrice, ...] = () |
| 405 | profile: YahooMcpRawProfile | None = None |
| 406 | news: tuple[YahooMcpRawArticle, ...] = () |
| 407 | news_query_succeeded: bool = Field(default=False, alias="newsQuerySucceeded") |
| 408 | events: tuple[YahooMcpRawArticle, ...] = () |
| 409 | ownership: YahooMcpRawOwnership | None = None |
| 410 | |
| 411 | @model_validator(mode="after") |
| 412 | def valid_contract(self): |
| 413 | if self.schema_version != TOOL_SCHEMA_VERSION: |
| 414 | raise ValueError("Unsupported Yahoo MCP tool schema version") |
| 415 | if self.price is not None and (not self.price.is_finite() or self.price <= 0): |
| 416 | raise ValueError("Yahoo MCP latest price must be positive and finite") |
| 417 | if self.source_url and not self.source_url.startswith(("https://", "http://")): |
| 418 | raise ValueError("Yahoo MCP source URL must use HTTP(S)") |
| 419 | return self |
| 420 | |
| 421 | |
| 422 | _STRUCTURED_FACTS = { |
| 423 | "trailingEps", |
| 424 | "forwardEps", |
| 425 | "trailingPE", |
| 426 | "forwardPE", |
| 427 | "priceToBook", |
| 428 | "evToEbitda", |
| 429 | "marketCap", |
| 430 | "freeCashFlow", |
| 431 | "operatingCashFlow", |
| 432 | "roe", |
| 433 | "roa", |
| 434 | "roce", |
| 435 | "profitMargin", |
| 436 | "operatingMargin", |
| 437 | "revenueGrowth", |
| 438 | "earningsGrowth", |
| 439 | "totalCash", |
| 440 | "totalDebt", |
| 441 | "debtToEquity", |
| 442 | "currentRatio", |
| 443 | "sector", |
| 444 | "industry", |
| 445 | "publicAnalystTargetMeanPrice", |
| 446 | "publicAnalystTargetLowPrice", |
| 447 | "publicAnalystTargetMedianPrice", |
| 448 | "publicAnalystTargetHighPrice", |
| 449 | "publicAnalystCount", |
| 450 | "publicAnalystRecommendationMean", |
| 451 | "publicAnalystConsensus", |
| 452 | } |
| 453 | _FINANCIAL_FACTS = { |
| 454 | "revenue", |
| 455 | "total_revenue", |
| 456 | "pat", |
| 457 | "net_income", |
| 458 | "net_profit", |
| 459 | "operating_income", |
| 460 | "operating_profit", |
| 461 | "ebit", |
| 462 | "ebitda", |
| 463 | "pbt", |
| 464 | "tax", |
| 465 | "finance_cost", |
| 466 | "interest_expense", |
| 467 | "eps", |
| 468 | "cash_and_equivalents", |
| 469 | "total_cash", |
| 470 | "debt_or_borrowings", |
| 471 | "total_debt", |
| 472 | "total_assets", |
| 473 | "total_liabilities", |
| 474 | "equity", |
| 475 | "current_assets", |
| 476 | "current_liabilities", |
| 477 | "receivables", |
| 478 | "inventory", |
| 479 | "operating_cash_flow", |
| 480 | "investing_cash_flow", |
| 481 | "financing_cash_flow", |
| 482 | "free_cash_flow", |
| 483 | "capex", |
| 484 | "operating_margin", |
| 485 | "profit_margin", |
| 486 | "ebitda_margin", |
| 487 | "roe", |
| 488 | "roce", |
| 489 | } |
| 490 | |
| 491 | |
| 492 | class YahooFinanceMcpProvider: |
| 493 | metadata: ExternalMcpProviderMetadata |
| 494 | |
| 495 | def __init__( |
| 496 | self, |
| 497 | config: YahooFinanceMcpConfig, |
| 498 | capabilities: YahooFinanceCapabilityRegistry, |
| 499 | *, |
| 500 | client_factory: YahooMcpClientFactory | None = None, |
| 501 | circuit_breaker: McpCircuitBreaker | None = None, |
| 502 | clock: Callable[[], datetime] | None = None, |
| 503 | ) -> None: |
| 504 | self.config = config |
| 505 | self.capabilities = capabilities |
| 506 | self.client_factory = client_factory or OfficialYahooMcpClientFactory(config) |
| 507 | self.circuit_breaker = circuit_breaker |
| 508 | self.clock = clock or (lambda: datetime.now(timezone.utc)) |
| 509 | self._concurrency = asyncio.Semaphore(config.max_concurrency) |
| 510 | supported = capabilities.supported |
| 511 | self.metadata = ExternalMcpProviderMetadata( |
| 512 | providerId=PROVIDER_ID, |
| 513 | regions=SUPPORTED_REGIONS, |
| 514 | supportedRequirements=tuple(sorted({item.requirement_id for item in supported})), |
| 515 | supportedTools=tuple(sorted({str(item.tool) for item in supported})), |
| 516 | riskClass=McpRiskClass.SAFE_READ, |
| 517 | authType=config.auth_type, |
| 518 | priority=1, |
| 519 | sourceTier="APPROVED_EXTERNAL_TOOL", |
| 520 | healthState=ExternalProviderHealthState.UNKNOWN, |
| 521 | timeoutSeconds=config.timeout_seconds, |
| 522 | timeoutBehavior="BOUNDED_RETRY_THEN_FALLBACK", |
| 523 | adapterVersion=ADAPTER_VERSION, |
| 524 | ) |
| 525 | |
| 526 | def capability_for( |
| 527 | self, *, region: str, requirement_id: str |
| 528 | ) -> ExternalMcpProviderCapability | None: |
| 529 | return self.capabilities.capability_for(region=region, requirement_id=requirement_id) |
| 530 | |
| 531 | async def supports(self, *, region: str, requirement_id: str, tool: str) -> bool: |
| 532 | capability = self.capability_for(region=region, requirement_id=requirement_id) |
| 533 | return bool( |
| 534 | capability |
| 535 | and capability.state is ExternalCapabilityState.SUPPORTED |
| 536 | and capability.tool == tool |
| 537 | ) |
| 538 | |
| 539 | async def invoke( |
| 540 | self, *, tool: str, arguments: dict[str, Any], request_id: str |
| 541 | ) -> dict[str, Any]: |
| 542 | allowed = { |
| 543 | "globalInstrumentId", |
| 544 | "region", |
| 545 | "requirementId", |
| 546 | "providerSymbol", |
| 547 | "expectedExchange", |
| 548 | "expectedCurrency", |
| 549 | } |
| 550 | if set(arguments) - allowed: |
| 551 | raise McpGatewayError(McpErrorCode.INVALID_ARGUMENT) |
| 552 | region = str(arguments.get("region") or "").upper() |
| 553 | requirement = str(arguments.get("requirementId") or "").upper() |
| 554 | symbol = str(arguments.get("providerSymbol") or "").strip() |
| 555 | global_instrument_id = str(arguments.get("globalInstrumentId") or "").strip() |
| 556 | capability = self.capability_for(region=region, requirement_id=requirement) |
| 557 | if ( |
| 558 | not symbol |
| 559 | or not global_instrument_id |
| 560 | or capability is None |
| 561 | or capability.state is not ExternalCapabilityState.SUPPORTED |
| 562 | or capability.tool != tool |
| 563 | ): |
| 564 | raise McpGatewayError(McpErrorCode.EXTERNAL_CAPABILITY_UNSUPPORTED) |
| 565 | |
| 566 | outbound = { |
| 567 | **capability.tool_arguments, |
| 568 | "globalInstrumentId": global_instrument_id, |
| 569 | "verifiedYahooSymbol": symbol, |
| 570 | "region": region, |
| 571 | "exchange": arguments.get("expectedExchange"), |
| 572 | "currency": arguments.get("expectedCurrency"), |
| 573 | } |
| 574 | async with self._concurrency: |
| 575 | payload = await self._call(tool, outbound, request_id) |
| 576 | try: |
| 577 | raw = YahooMcpRawPayload.model_validate(payload) |
| 578 | except ValidationError as exc: |
| 579 | raise McpGatewayError(McpErrorCode.EXTERNAL_SCHEMA_INVALID) from exc |
| 580 | self._validate_identity( |
| 581 | raw, |
| 582 | global_instrument_id=global_instrument_id, |
| 583 | symbol=symbol, |
| 584 | expected_exchange=arguments.get("expectedExchange"), |
| 585 | expected_currency=arguments.get("expectedCurrency"), |
| 586 | ) |
| 587 | normalized = self._normalize( |
| 588 | raw, |
| 589 | capability=capability, |
| 590 | global_instrument_id=global_instrument_id, |
| 591 | region=region, |
| 592 | requirement=requirement, |
| 593 | tool=tool, |
| 594 | ) |
| 595 | self._validate_completeness(normalized, capability) |
| 596 | return normalized |
| 597 | |
| 598 | async def _call( |
| 599 | self, tool: str, outbound: dict[str, Any], request_id: str |
| 600 | ) -> dict[str, Any]: |
| 601 | last_code = McpErrorCode.EXTERNAL_PROVIDER_UNAVAILABLE |
| 602 | for attempt in range(self.config.max_retries + 1): |
| 603 | try: |
| 604 | if self.circuit_breaker: |
| 605 | await self.circuit_breaker.before_call(dependency=PROVIDER_ID) |
| 606 | async with asyncio.timeout(self.config.timeout_seconds): |
| 607 | async with self.client_factory.connect(request_id) as client: |
| 608 | listing = await client.list_tools() |
| 609 | names = {item.name for item in listing.tools} |
| 610 | if tool not in names: |
| 611 | raise McpGatewayError( |
| 612 | McpErrorCode.EXTERNAL_CAPABILITY_UNSUPPORTED |
| 613 | ) |
| 614 | result = await client.call_tool(tool, outbound) |
| 615 | if result.is_error: |
| 616 | code = _first_party_error_code(result) |
| 617 | if code in { |
| 618 | McpErrorCode.DOWNSTREAM_TIMEOUT, |
| 619 | McpErrorCode.EXTERNAL_PROVIDER_UNAVAILABLE, |
| 620 | McpErrorCode.EXTERNAL_PROVIDER_RATE_LIMITED, |
| 621 | }: |
| 622 | raise _RetryableProviderFailure(code) |
| 623 | raise McpGatewayError(code) |
| 624 | if not isinstance(result.structured_content, dict): |
| 625 | raise McpGatewayError(McpErrorCode.EXTERNAL_SCHEMA_INVALID) |
| 626 | if self.circuit_breaker: |
| 627 | await self.circuit_breaker.record_success(dependency=PROVIDER_ID) |
| 628 | return result.structured_content |
| 629 | except McpGatewayError: |
| 630 | if self.circuit_breaker: |
| 631 | await self.circuit_breaker.record_failure(dependency=PROVIDER_ID) |
| 632 | raise |
| 633 | except TimeoutError: |
| 634 | last_code = McpErrorCode.DOWNSTREAM_TIMEOUT |
| 635 | except _RetryableProviderFailure as exc: |
| 636 | last_code = exc.code |
| 637 | except asyncio.CancelledError: |
| 638 | raise |
| 639 | except Exception as exc: |
| 640 | response = getattr(exc, "response", None) |
| 641 | last_code = ( |
| 642 | McpErrorCode.EXTERNAL_PROVIDER_RATE_LIMITED |
| 643 | if getattr(response, "status_code", None) == 429 |
| 644 | else McpErrorCode.EXTERNAL_PROVIDER_UNAVAILABLE |
| 645 | ) |
| 646 | if self.circuit_breaker: |
| 647 | await self.circuit_breaker.record_failure(dependency=PROVIDER_ID) |
| 648 | if attempt < self.config.max_retries: |
| 649 | await asyncio.sleep(self.config.retry_backoff_seconds * (2**attempt)) |
| 650 | raise McpGatewayError(last_code) |
| 651 | |
| 652 | async def health(self) -> dict[str, Any]: |
| 653 | required = {str(item.tool) for item in self.capabilities.supported} |
| 654 | try: |
| 655 | async with asyncio.timeout(self.config.timeout_seconds): |
| 656 | async with self.client_factory.connect("yahoo-mcp-health") as client: |
| 657 | listing = await client.list_tools() |
| 658 | discovered = {item.name for item in listing.tools} |
| 659 | except Exception: |
| 660 | return {"status": ExternalProviderHealthState.DOWN.value, "providerId": PROVIDER_ID} |
| 661 | missing = sorted(required - discovered) |
| 662 | state = ( |
| 663 | ExternalProviderHealthState.DEGRADED |
| 664 | if missing |
| 665 | else ExternalProviderHealthState.UP |
| 666 | ) |
| 667 | return { |
| 668 | "status": state.value, |
| 669 | "providerId": PROVIDER_ID, |
| 670 | "configuredCapabilityCount": len(required), |
| 671 | "missingConfiguredToolCount": len(missing), |
| 672 | } |
| 673 | |
| 674 | def _validate_identity( |
| 675 | self, |
| 676 | raw: YahooMcpRawPayload, |
| 677 | *, |
| 678 | global_instrument_id: str, |
| 679 | symbol: str, |
| 680 | expected_exchange: Any, |
| 681 | expected_currency: Any, |
| 682 | ) -> None: |
| 683 | if raw.global_instrument_id != global_instrument_id: |
| 684 | raise McpGatewayError(McpErrorCode.EXTERNAL_IDENTITY_CONFLICT) |
| 685 | if raw.symbol.strip().upper() != symbol.upper(): |
| 686 | raise McpGatewayError(McpErrorCode.EXTERNAL_IDENTITY_CONFLICT) |
| 687 | expected_exchange_text = str(expected_exchange or "").strip() |
| 688 | if expected_exchange_text: |
| 689 | if not raw.exchange or _exchange_family(raw.exchange) != _exchange_family( |
| 690 | expected_exchange_text |
| 691 | ): |
| 692 | raise McpGatewayError(McpErrorCode.EXTERNAL_IDENTITY_CONFLICT) |
| 693 | expected_currency_text = str(expected_currency or "").strip().upper() |
| 694 | if expected_currency_text and ( |
| 695 | not raw.currency or raw.currency.strip().upper() != expected_currency_text |
| 696 | ): |
| 697 | raise McpGatewayError(McpErrorCode.EXTERNAL_IDENTITY_CONFLICT) |
| 698 | |
| 699 | def _normalize( |
| 700 | self, |
| 701 | raw: YahooMcpRawPayload, |
| 702 | *, |
| 703 | capability: ExternalMcpProviderCapability, |
| 704 | global_instrument_id: str, |
| 705 | region: str, |
| 706 | requirement: str, |
| 707 | tool: str, |
| 708 | ) -> dict[str, Any]: |
| 709 | now = _aware(self.clock()) |
| 710 | observed = _aware(raw.as_of) if raw.as_of else None |
| 711 | if capability.max_age_seconds: |
| 712 | if observed is None: |
| 713 | raise McpGatewayError(McpErrorCode.EXTERNAL_RESULT_INCOMPLETE) |
| 714 | if observed > now + timedelta(minutes=5) or now - observed > timedelta( |
| 715 | seconds=capability.max_age_seconds |
| 716 | ): |
| 717 | raise McpGatewayError(McpErrorCode.EXTERNAL_RESULT_STALE) |
| 718 | |
| 719 | source_url = raw.source_url or ( |
| 720 | f"https://finance.yahoo.com/quote/{quote(raw.symbol, safe='')}" |
| 721 | ) |
| 722 | structured: list[dict[str, Any]] = [] |
| 723 | financial: list[dict[str, Any]] = [] |
| 724 | if raw.price is not None: |
| 725 | structured.append( |
| 726 | _wire_fact( |
| 727 | "latestPrice", raw.price, raw.currency, observed, None, source_url, None |
| 728 | ) |
| 729 | ) |
| 730 | for fact in raw.facts: |
| 731 | period_type = str(fact.period_type or "").upper() |
| 732 | if period_type in {"ANNUAL", "QUARTERLY", "AS_AT"}: |
| 733 | if fact.metric not in _FINANCIAL_FACTS or not fact.period_end: |
| 734 | raise McpGatewayError(McpErrorCode.EXTERNAL_SCHEMA_INVALID) |
| 735 | value = _decimal(fact.value) |
| 736 | if value is None: |
| 737 | raise McpGatewayError(McpErrorCode.EXTERNAL_SCHEMA_INVALID) |
| 738 | financial.append( |
| 739 | { |
| 740 | **_wire_fact( |
| 741 | fact.metric, |
| 742 | value, |
| 743 | fact.unit, |
| 744 | _aware(fact.as_of) if fact.as_of else None, |
| 745 | _aware(fact.published_at) if fact.published_at else None, |
| 746 | source_url, |
| 747 | fact.raw_field_origin, |
| 748 | confidence=fact.confidence, |
| 749 | ), |
| 750 | "periodEnd": fact.period_end, |
| 751 | "periodType": period_type, |
| 752 | "reportingBasis": fact.reporting_basis.strip().upper() or "UNKNOWN", |
| 753 | } |
| 754 | ) |
| 755 | else: |
| 756 | if fact.metric not in _STRUCTURED_FACTS: |
| 757 | raise McpGatewayError(McpErrorCode.EXTERNAL_SCHEMA_INVALID) |
| 758 | structured.append( |
| 759 | _wire_fact( |
| 760 | fact.metric, |
| 761 | fact.value, |
| 762 | fact.unit, |
| 763 | _aware(fact.as_of) if fact.as_of else observed, |
| 764 | _aware(fact.published_at) if fact.published_at else None, |
| 765 | source_url, |
| 766 | fact.raw_field_origin, |
| 767 | confidence=fact.confidence, |
| 768 | ) |
| 769 | ) |
| 770 | if raw.profile: |
| 771 | for name, value in (("sector", raw.profile.sector), ("industry", raw.profile.industry)): |
| 772 | if value: |
| 773 | structured.append( |
| 774 | _wire_fact(name, value, None, observed, None, source_url, name) |
| 775 | ) |
| 776 | |
| 777 | prices = [ |
| 778 | { |
| 779 | "observedAt": _aware(item.observed_at).isoformat(), |
| 780 | "price": str(item.close), |
| 781 | "currency": (item.currency or raw.currency), |
| 782 | } |
| 783 | for item in sorted(raw.prices, key=lambda item: item.observed_at) |
| 784 | ] |
| 785 | if raw.price is not None and observed is not None: |
| 786 | prices.append( |
| 787 | { |
| 788 | "observedAt": observed.isoformat(), |
| 789 | "price": str(raw.price), |
| 790 | "currency": raw.currency, |
| 791 | } |
| 792 | ) |
| 793 | prices = list( |
| 794 | { |
| 795 | (item["observedAt"], item["price"]): item for item in prices |
| 796 | }.values() |
| 797 | ) |
| 798 | news = _normalize_articles(raw.news, raw.symbol, now, current_news=True) |
| 799 | events = _normalize_articles(raw.events, raw.symbol, now, current_news=False) |
| 800 | ownership = _normalize_ownership(raw.ownership) |
| 801 | return { |
| 802 | "adapterVersion": ADAPTER_VERSION, |
| 803 | "providerId": PROVIDER_ID, |
| 804 | "sourceTier": "APPROVED_EXTERNAL_TOOL", |
| 805 | "sourceTool": tool, |
| 806 | "region": region, |
| 807 | "requirementId": requirement, |
| 808 | "globalInstrumentId": global_instrument_id, |
| 809 | "symbol": raw.symbol, |
| 810 | "exchange": raw.exchange, |
| 811 | "currency": raw.currency, |
| 812 | "retrievedAt": now.isoformat(), |
| 813 | "observedAt": observed.isoformat() if observed else None, |
| 814 | "sourceUrl": source_url, |
| 815 | "confidence": 0.80, |
| 816 | "freshness": "FRESH", |
| 817 | "structuredFacts": structured, |
| 818 | "financialFacts": financial, |
| 819 | "acquisitionOutcome": "SUCCESS_EMPTY" if requirement == "CURRENT_NEWS" and raw.news_query_succeeded and not news else "SUCCESS", |
| 820 | "marketObservations": prices, |
| 821 | "companyProfile": ( |
| 822 | raw.profile.model_dump(mode="json", by_alias=True, exclude_none=True) |
| 823 | if raw.profile |
| 824 | else None |
| 825 | ), |
| 826 | "news": news, |
| 827 | "events": events, |
| 828 | "shareholding": ownership, |
| 829 | } |
| 830 | |
| 831 | @staticmethod |
| 832 | def _validate_completeness( |
| 833 | result: dict[str, Any], capability: ExternalMcpProviderCapability |
| 834 | ) -> None: |
| 835 | requirement = capability.requirement_id |
| 836 | structured = {item["metric"] for item in result["structuredFacts"]} |
| 837 | financial = result["financialFacts"] |
| 838 | metrics = {item["metric"] for item in financial} |
| 839 | available = structured | metrics |
| 840 | missing_configured = set(capability.required_fields) - available |
| 841 | if missing_configured: |
| 842 | raise McpGatewayError(McpErrorCode.EXTERNAL_RESULT_INCOMPLETE) |
| 843 | complete = False |
| 844 | if requirement == "LATEST_PRICE": |
| 845 | complete = "latestPrice" in structured |
| 846 | elif requirement == "HISTORICAL_PRICE_SERIES": |
| 847 | complete = len(result["marketObservations"]) >= capability.minimum_items |
| 848 | elif requirement == "VALUATION_INPUTS": |
| 849 | complete = "latestPrice" in structured and bool( |
| 850 | {"trailingEps", "forwardEps", "eps"} & available |
| 851 | ) |
| 852 | elif requirement == "BUSINESS_QUALITY_FACTS": |
| 853 | complete = ( |
| 854 | _period_count(financial, {"revenue", "total_revenue"}, "ANNUAL") >= 2 |
| 855 | and _period_count( |
| 856 | financial, {"pat", "net_income", "net_profit"}, "ANNUAL" |
| 857 | ) |
| 858 | >= 2 |
| 859 | and bool( |
| 860 | { |
| 861 | "operating_cash_flow", |
| 862 | "free_cash_flow", |
| 863 | "roe", |
| 864 | "profit_margin", |
| 865 | "operating_margin", |
| 866 | "ebitda", |
| 867 | } |
| 868 | & metrics |
| 869 | ) |
| 870 | ) |
| 871 | elif requirement == "GROWTH_FACTS": |
| 872 | complete = ( |
| 873 | _period_count(financial, {"revenue", "total_revenue"}) >= 2 |
| 874 | and _period_count(financial, {"pat", "net_income", "net_profit", "eps"}) >= 2 |
| 875 | ) |
| 876 | elif requirement == "BALANCE_SHEET_FACTS": |
| 877 | complete = bool({"debt_or_borrowings", "total_debt"} & metrics) and "equity" in metrics |
| 878 | elif requirement == "QUARTERLY_FINANCIALS": |
| 879 | complete = ( |
| 880 | _period_count(financial, {"revenue", "total_revenue"}, "QUARTERLY") >= 2 |
| 881 | and _period_count(financial, {"pat", "net_income", "net_profit"}, "QUARTERLY") >= 2 |
| 882 | ) |
| 883 | elif requirement == "CURRENT_NEWS": |
| 884 | complete = len(result["news"]) >= capability.minimum_items or result.get("acquisitionOutcome") == "SUCCESS_EMPTY" |
| 885 | elif requirement == "ORDER_BOOK_CAPEX_GUIDANCE": |
| 886 | complete = len(result["events"]) >= capability.minimum_items and all( |
| 887 | item.get("eventType") in _READINESS_CATALYST_EVENT_TYPES |
| 888 | for item in result["events"] |
| 889 | ) |
| 890 | elif requirement == "SHAREHOLDING": |
| 891 | shareholding = result.get("shareholding") or {} |
| 892 | complete = all( |
| 893 | shareholding.get(key) is not None |
| 894 | for key in ( |
| 895 | "promoterHoldingPercent", |
| 896 | "promoterPledgePercent", |
| 897 | "promoterPledgeBasis", |
| 898 | "fiiFpiPercent", |
| 899 | "diiPercent", |
| 900 | ) |
| 901 | ) and _is_quarter_end(shareholding.get("periodEnd")) |
| 902 | elif requirement == "SECTOR_MACRO": |
| 903 | complete = "sector" in structured |
| 904 | elif requirement == "COMPANY_PROFILE": |
| 905 | complete = bool((result.get("companyProfile") or {}).get("companyName")) |
| 906 | elif requirement == "ANALYST_DATA": |
| 907 | complete = bool(_STRUCTURED_FACTS.intersection(structured) & { |
| 908 | "publicAnalystTargetMeanPrice", |
| 909 | "publicAnalystTargetLowPrice", |
| 910 | "publicAnalystTargetMedianPrice", |
| 911 | "publicAnalystTargetHighPrice", |
| 912 | "publicAnalystCount", |
| 913 | "publicAnalystRecommendationMean", |
| 914 | "publicAnalystConsensus", |
| 915 | }) |
| 916 | if not complete: |
| 917 | raise McpGatewayError(McpErrorCode.EXTERNAL_RESULT_INCOMPLETE) |
| 918 | |
| 919 | |
| 920 | def _normalize_articles( |
| 921 | values: tuple[YahooMcpRawArticle, ...], |
| 922 | expected_symbol: str, |
| 923 | now: datetime, |
| 924 | *, |
| 925 | current_news: bool, |
| 926 | ) -> list[dict[str, Any]]: |
| 927 | result: dict[tuple[str, str, str], dict[str, Any]] = {} |
| 928 | for item in values: |
| 929 | published = _aware(item.published_at) |
| 930 | related = {value.strip().upper() for value in item.related_symbols} |
| 931 | issuer = str(item.issuer_symbol or "").strip().upper() |
| 932 | if expected_symbol.upper() not in ({issuer} | related): |
| 933 | continue |
| 934 | if published > now + timedelta(minutes=5): |
| 935 | continue |
| 936 | if current_news and now - published > timedelta(days=30): |
| 937 | continue |
| 938 | key = (item.url.casefold(), item.headline.strip().casefold(), published.date().isoformat()) |
| 939 | result[key] = { |
| 940 | "headline": item.headline.strip(), |
| 941 | "url": item.url, |
| 942 | "publishedAt": published.isoformat(), |
| 943 | "publisher": item.publisher, |
| 944 | "issuerSymbol": expected_symbol, |
| 945 | "summary": item.summary, |
| 946 | "eventType": item.event_type.strip().upper() if item.event_type else None, |
| 947 | } |
| 948 | return sorted(result.values(), key=lambda item: item["publishedAt"], reverse=True) |
| 949 | |
| 950 | |
| 951 | def _normalize_ownership(value: YahooMcpRawOwnership | None) -> dict[str, Any] | None: |
| 952 | if value is None: |
| 953 | return None |
| 954 | return value.model_dump(mode="json", by_alias=True, exclude_none=True) |
| 955 | |
| 956 | |
| 957 | def _wire_fact( |
| 958 | metric: str, |
| 959 | value: Any, |
| 960 | unit: str | None, |
| 961 | as_of: datetime | None, |
| 962 | published_at: datetime | None, |
| 963 | source_url: str, |
| 964 | raw_field_origin: str | None, |
| 965 | *, |
| 966 | confidence: float = 0.80, |
| 967 | ) -> dict[str, Any]: |
| 968 | if isinstance(value, Decimal): |
| 969 | value = str(value) |
| 970 | return { |
| 971 | "metric": metric, |
| 972 | "value": value, |
| 973 | "unit": unit, |
| 974 | "asOf": as_of.isoformat() if as_of else None, |
| 975 | "publishedAt": published_at.isoformat() if published_at else None, |
| 976 | "sourceUrl": source_url, |
| 977 | "confidence": confidence, |
| 978 | "rawFieldOrigin": raw_field_origin, |
| 979 | } |
| 980 | |
| 981 | |
| 982 | def _period_count( |
| 983 | facts: list[dict[str, Any]], metrics: set[str], period_type: str | None = None |
| 984 | ) -> int: |
| 985 | return len( |
| 986 | { |
| 987 | item["periodEnd"] |
| 988 | for item in facts |
| 989 | if item["metric"] in metrics |
| 990 | and (period_type is None or item["periodType"] == period_type) |
| 991 | } |
| 992 | ) |
| 993 | |
| 994 | |
| 995 | def _is_quarter_end(value: Any) -> bool: |
| 996 | if not isinstance(value, str): |
| 997 | return False |
| 998 | try: |
| 999 | parsed = date.fromisoformat(value[:10]) |
| 1000 | except ValueError: |
| 1001 | return False |
| 1002 | return (parsed.month, parsed.day) in {(3, 31), (6, 30), (9, 30), (12, 31)} |
| 1003 | |
| 1004 | |
| 1005 | def _exchange_family(value: str) -> str: |
| 1006 | normalized = "".join(character for character in value.upper() if character.isalnum()) |
| 1007 | aliases = { |
| 1008 | "XNSE": "NSE", |
| 1009 | "NSI": "NSE", |
| 1010 | "NASDAQ": "NASDAQ", |
| 1011 | "XNAS": "NASDAQ", |
| 1012 | "NMS": "NASDAQ", |
| 1013 | "NGM": "NASDAQ", |
| 1014 | "NCM": "NASDAQ", |
| 1015 | "XNYS": "NYSE", |
| 1016 | "NYQ": "NYSE", |
| 1017 | "XLON": "LSE", |
| 1018 | } |
| 1019 | return aliases.get(normalized, normalized) |
| 1020 | |
| 1021 | |
| 1022 | def _first_party_error_code(result: Any) -> McpErrorCode: |
| 1023 | """Map only the first-party server's allowlisted safe codes.""" |
| 1024 | for item in getattr(result, "content", ()): |
| 1025 | message = str(getattr(item, "text", "")) |
| 1026 | for safe_code, gateway_code in _FIRST_PARTY_ERRORS.items(): |
| 1027 | if safe_code in message: |
| 1028 | return gateway_code |
| 1029 | return McpErrorCode.EXTERNAL_SCHEMA_INVALID |
| 1030 | |
| 1031 | |
| 1032 | def _decimal(value: Any) -> Decimal | None: |
| 1033 | try: |
| 1034 | result = Decimal(str(value)) |
| 1035 | except (InvalidOperation, TypeError, ValueError): |
| 1036 | return None |
| 1037 | return result if result.is_finite() else None |
| 1038 | |
| 1039 | |
| 1040 | def _aware(value: datetime) -> datetime: |
| 1041 | if value.tzinfo is None or value.utcoffset() is None: |
| 1042 | return value.replace(tzinfo=timezone.utc) |
| 1043 | return value.astimezone(timezone.utc) |
| 1044 | |
| 1045 | |
| 1046 | def _reject_sensitive_tool_arguments(value: Any) -> None: |
| 1047 | sensitive = ( |
| 1048 | "password", |
| 1049 | "token", |
| 1050 | "secret", |
| 1051 | "authorization", |
| 1052 | "cookie", |
| 1053 | "credential", |
| 1054 | "api_key", |
| 1055 | "apikey", |
| 1056 | ) |
| 1057 | if isinstance(value, dict): |
| 1058 | for key, item in value.items(): |
| 1059 | normalized = str(key).replace("-", "_").lower() |
| 1060 | if any(part in normalized for part in sensitive): |
| 1061 | raise ValueError("Yahoo MCP static tool arguments cannot contain credentials") |
| 1062 | _reject_sensitive_tool_arguments(item) |
| 1063 | elif isinstance(value, (list, tuple)): |
| 1064 | for item in value: |
| 1065 | _reject_sensitive_tool_arguments(item) |