feat: CVM fund quote history and structure mapping on public MCP - #49
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Extend cvm_fund so agents can search by class/subclass name, pull up to 12 months of INF_DIARIO (start/end), stitch a single-class 555→175 continuation, and report the nicename actually served without picking a FIDC série. Document the Mais Retorno data-tool mapping. No calc tools.
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start/end now keep only dt_comptc in the requested inclusive range and reject impossible dates. id_subclasse is applied before the point limit. Single-class 555→175 stitch uses the class CNPJ as identity and drops duplicate dates, keeping the continuation class row.
MCP Trust Review
AchadosNO_FINDINGS. Over-engineeringExtendeu Eixos
Adversarial CROSS_FAMILY (GPT vs Grok): ACTIONABLE=0 after CVQ-1/2/3 fixes (calendar |
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Summary
Follow-on to #47/#48. Public
cvm_fundalready had RCVM 175 cadastro, latest/multi-month INF_DIARIO (Worker capped at 3 months), and CDAperiods/holdings. This PR closes the remaining Mais Retorno data gaps using CVM/official files only. Calc/analytics tools stay out.Already on main (#48): catalog by CNPJ/name, daily (≤3 months on Worker), periods, holdings, CONFID=sigilo, stream ZIP scan, rate limits 60/60s + 20/10s.
This PR:
catalogqalso matches classe and subclasse names.dailyacceptsstart/end(real calendar days) ormonthsup to 12. CVM yearly HIST ZIPs exceed the Worker 32 MB cap; page longer windows.pick_required);id_subclasseis applied before the point limit.served[].nicename/ CVM / ANBIMA class for the series actually returned.cvm_funddatasets.cvm_fundsearch_assets/get_asset_info/get_fund_class_subclassdataset=cataloglist_fund_structurecatalog.classes[].subclasses[]get_quotesdataset=dailyget_available_walletsdataset=periodsproduct=CDAget_wallet_detaildataset=holdingsNot implemented (explicitly excluded):
backtest_portfolio,compare_assets,get_asset_stats,get_drawdown,get_rolling_windows. No Mais Retorno API. No public code mode. Rate limits unchanged.Validation
node:testcases (class-name search, calendarstart/end, 555→175 stitch, subclass-before-limit,pick_required).--strict, pytest 351 passed (15 integration deselected).MCP Trust
PASS (
MCP_TOOL). Posted on this PR. Code mode still off on the public Worker.Deploy (after merge)
cd workers/mcp && npx wrangler deployif Cloudflare auth is present./opt/openfindata, not Charlie):git pull --ff-only+ gVisor compose up--build.38.729.027/0001-92and21.494.444/0001-09.