public-equity-research: Skill for Claude Code

Financial Data Collector — SKILL.md

Role: Step 3 — Execute Financial Datasets MCP and FMP MCP API calls to collect structured financial data. Enhanced Mode only. Triggered by: CLAUDE.md when data_mode = "enhanced" after Step 2 Reads: run-local research-plan.json, references/api-endpoints.md Writes: output/runs/{run_id}/{ticker}/tier1-raw.json References: api-endpoints.md

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Instructions

Step 3.1 — Validate Ticker

Before running the full bundle, validate the ticker exists:

Call: get_current_stock_price("{ticker}")

IF valid price returned:
    → Ticker valid. Proceed to Step 3.2.
    → Cache: current_price = {price}, day_change = {change}, timestamp = {now}

IF error or empty result:
    → Retry once with slight delay
    → If still failing: "ERROR: {ticker} not found via API. Attempting web verification..."
    → Web search: "{ticker} stock US exchange" to confirm ticker
    → If ticker confirmed wrong: ask user to verify
    → If API down: switch to Standard Mode for this session

Step 3.2 — Execute Standard Bundle

Execute calls in this order. For each call:

• On success: store result in memory
• On failure: retry up to 2 times with same parameters
• On 3rd failure: log "FAILED: {function_name} — Error: {message} — Proceeding without" and continue

Full standard bundle (from api-endpoints.md):

1. get_current_stock_price(ticker)
2. get_income_statements(ticker, period="quarterly", limit=8)
3. get_balance_sheets(ticker, period="quarterly", limit=8)
4. get_cash_flow_statements(ticker, period="quarterly", limit=8)
5. get_financial_metrics(ticker)
6. get_analyst_estimates(ticker)
7. get_historical_stock_prices(ticker, start="{1Y ago}", end="{today}")
8. get_company_news(ticker, limit=20)
9. get_sec_filings(ticker, filing_type="10-K,10-Q")
10. get_insider_trades(ticker, limit=20)

Minimum bundle (Mode A/B, or if time-constrained):

1. get_current_stock_price(ticker)
2. get_financial_metrics(ticker)
3. get_analyst_estimates(ticker)
4. get_company_news(ticker, limit=5)