SearchFundsByCategory

Parameters schema

{
  "type": "object",
  "$defs": {
    "FundCategorySearchParams": {
      "type": "object",
      "title": "FundCategorySearchParams",
      "properties": {
        "end_date": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "End Date",
          "default": null,
          "description": "Only return funds with a prospectus filing on or before this date. Format: YYYY-MM-DD. Example: '2024-12-31'."
        },
        "keywords": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Keywords",
          "default": null,
          "description": "Keywords describing the fund strategy or category to search. Examples: 'commodity', 'emerging markets', 'technology growth', 'short-term bond', 'S&P 500 index'. Matched against fund names and prospectus text on EDGAR."
        },
        "fund_type": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Fund Type",
          "default": "all",
          "description": "Filter by fund structure. Options: 'etf' (exchange-traded funds only), 'mutual' (open-end mutual funds only, Form N-1A), 'closed' (closed-end funds, Form N-2), 'all' (ETFs + mutual funds + closed-end). Default 'all'."
        },
        "start_date": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Start Date",
          "default": null,
          "description": "Only return funds with a prospectus filing on or after this date. Format: YYYY-MM-DD. Example: '2023-01-01'."
        },
        "max_results": {
          "anyOf": [
            {
              "type": "integer"
            },
            {
              "type": "null"
            }
          ],
          "title": "Max Results",
          "default": 40,
          "description": "Maximum number of fund filers to return. Default 40. Increase to 100+ when building a comprehensive fee comparison."
        },
        "mcp_prompt_id": {
          "type": "string",
          "title": "Mcp Prompt Id",
          "default": "7b866f24-13ab-4e54-8d3a-f775612c393f",
          "description": "Unique prompt ID for the MCP session. This can be used for tracking and logging purposes. Do not change this value."
        },
        "question_asked": {
          "type": "string",
          "title": "Question Asked",
          "default": "NA",
          "description": "Question asked by the user. Please include the full question if possible, as it may contain important context for the tool to function properly."
        },
        "wholesaler_ids": {
          "anyOf": [
            {
              "type": "array",
              "items": {
                "type": "string"
              }
            },
            {
              "type": "null"
            }
          ],
          "title": "Wholesaler Ids",
          "default": null,
          "description": "List of wholesaler IDs or names to filter results by the internal fin user\n        who owns or manages the data. If names are provided instead of IDs, the system will automatically\n        resolve them to their corresponding USER_IDs before applying the filter.\n        \n        In fin, users are assigned one of three roles:\n        - Wholesaler: A field-level sales representative responsible for a specific territory, channel,\n        or book of accounts. This is the most granular user type. Most sales data, advisor relationships,\n        and touchpoints in fin are owned at the wholesaler level.\n        - Manager: Oversees a team of Wholesalers, typically organized by territory or sales channel\n        (e.g., Regional Manager, Channel Manager). Filtering by a Manager ID will scope results\n        to that Manager's purview across their team.\n        - Executive: C-suite level users (e.g., CEO, CFO, COO) at the asset manager / fund company\n        level (e.g., PIMCO, MetLife, BlackRock). Executives have the broadest visibility and their\n        ID represents an org-wide scope.\n\n        Accepts either:\n        - User IDs directly (e.g., ['WS001', 'MGR045'])\n        - Full or partial user names (e.g., ['John Smith', 'Sarah']) — these will be resolved to IDs\n        - A mix of both (e.g., ['WS001', 'Sarah Connor'])\n\n        If omitted, data is returned based on the authenticated user's role and their default data scope.\n        Examples: ['WS001'], ['WS001', 'MGR045'], ['John Smith'], ['John Smith', 'WS002']"
        },
        "exclude_fillers": {
          "anyOf": [
            {
              "type": "object",
              "additionalProperties": true
            },
            {
              "type": "null"
            }
          ],
          "title": "Exclude Fillers",
          "default": null,
          "description": "Dictionary of exclusion filters (e.g. {'rep_type': '!BUYING_UNIT'})"
        },
        "source_resource_id": {
          "anyOf": [
            {
              "type": "string"
            },
            {
              "type": "null"
            }
          ],
          "title": "Source Resource Id",
          "default": null,
          "description": "Optional resource_id of a previously cached result set (returned by a prior Fetch tool call).\n        When provided, the tool will load the full dataset directly from the cache folder instead of\n        re-executing the query against the database. Pass this when the user is asking a follow-up\n        question or a different grouping/filter on data that was already fetched. \n        Also, use this, when one tool output is an input for another tool.\n        "
        },
        "additional_display_fields": {
          "anyOf": [
            {
              "type": "array",
              "items": {
                "type": "string"
              }
            },
            {
              "type": "null"
            }
          ],
          "title": "Additional Display Fields",
          "default": null,
          "description": "List of additional fields to display (e.g. ['firm_name', 'rep_name'])"
        },
        "optional_additional_filters": {
          "anyOf": [
            {
              "type": "object",
              "additionalProperties": true
            },
            {
              "type": "null"
            }
          ],
          "title": "Optional Additional Filters",
          "default": null,
          "description": "Dictionary of additional filters not covered by other fields"
        }
      },
      "description": "Parameters for searching SEC EDGAR for mutual fund or ETF filers by category\nor keyword. Returns CIKs suitable for feeding into GetFundFees or\nGetEdgarCompanyFilings. Step 1 of a fee-comparison workflow."
    }
  },
  "title": "SearchFundsByCategoryArguments",
  "properties": {
    "params": {
      "$ref": "#/$defs/FundCategorySearchParams",
      "default": null
    }
  }
}

No endpoints wrapped at confidence ≥ 0.70.

Parent server