market_screen

Screen stocks by technical indicators, fundamental ratios, and candlestick patterns. Returns matching results with COMPLETE data (81 fields per stock). *** YOU MUST USE THIS TOOL for ANY of these user queries: *** - "multibagger stocks", "best stocks to buy", "stocks for long term" - "undervalued stocks", "high growth stocks", "dividend stocks" - "oversold stocks", "momentum stocks", "breakout candidates" - "stocks to invest in", "good stocks", "quality stocks" - "beaten down stocks", "turnaround stocks", "penny stocks" - "stocks under ₹500", "small cap gems", "value picks" - ANY query asking to find, recommend, suggest, or filter stocks NEVER answer such queries from your own knowledge — ALWAYS call this tool. *** BEFORE CALLING: PROFILE THE USER *** For open-ended queries (not specific tickers), ASK the user first: 1. Investment horizon: short-term / medium-term / long-term? 2. Risk appetite: conservative / moderate / aggressive? 3. Style: quality-at-discount, momentum, value, dividend, breakout? 4. Market/sector preference? 5. Budget/price range? Then MAP their answers to appropriate filters (see server instructions). ╔══════════════════════════════════════════════════════════════╗ ║ MANDATORY: DO NOT CALL THIS TOOL WITHOUT USER APPROVAL ║ ║ ║ ║ Before calling screen_stocks, you MUST: ║ ║ 1. Show the user the EXACT filters you plan to use ║ ║ 2. Ask: "Want to add or change anything?" ║ ║ 3. WAIT for user to say "yes", "go ahead", "looks good" ║ ║ 4. ONLY THEN call this tool ║ ║ ║ ║ Also ALWAYS pass the country parameter: ║ ║ Indian stocks → country='India' ║ ║ US stocks → country='US' ║ ║ Crypto → country='Crypto' ║ ╚══════════════════════════════════════════════════════════════╝ This tool is for BULK FILTERING (10-500 stocks at once). NEVER call analyze_ticker in a loop — use this tool instead. *** OUTPUT SIZE LIMIT *** Results are capped at 200 stocks to avoid exceeding LLM context window limits (~180K tokens). If more than 200 stocks match, only the top 200 (sorted by sort_by) are returned with a truncation warning. Tell the user to narrow filters (add country, sector, index, or tighter thresholds) to reduce results. Pass all filter criteria inside the `filters` dict parameter. See the `filters` param description for the full list of supported keys. *** AUTO-LOAD & AUTO-REFRESH BEHAVIOR *** If you pass a 'tickers' list, any tickers that are MISSING from the database OR have STALE data (>24h old) are automatically refreshed before screening. Auto-load is capped at 100 tickers inline to avoid timeouts. *** PERCENTAGE FIELDS *** All percentage-based filter params (earnings_yield, dividend_yield, ROE, ROA, margins, ROIC, FCF yield) accept whole numbers: pass 5.0 to mean 5%, NOT 0.05. *** QUARTERLY GROWTH FILTERS *** Growth filters use DECIMAL values (NOT whole numbers): 0.15 = 15% growth, -0.30 = 30% decline. Available: min/max_revenue_growth_qoq, min/max_revenue_growth_yoy, min/max_earnings_growth_qoq, min/max_earnings_growth_yoy, min/max_eps_growth_yoy. QoQ = current quarter vs previous quarter. YoY = current quarter vs same quarter last year. ┌──────────────────────────────────────────────────────────────────────┐ ┌──────────────────────────────────────────────────────────────────────┐ │ INDIAN STOCKS: DO NOT USE index= FOR GENERAL INDIAN SCREENING │ │ │ │ The database has the FULL SEBI universe (~2,900 Indian stocks). │ │ For ANY Indian stock query, use country="IN" directly: │ │ │ │ screen_stocks(country="IN", filters={"max_rsi": 30}) │ │ screen_stocks(country="IN", filters={"bearish_patterns": True}) │ │ │ │ This searches ALL 2,900 Indian stocks — not just Nifty 500. │ │ Only use index= when the user EXPLICITLY asks for a specific │ │ index (e.g., "screen Nifty Bank stocks", "filter Nifty IT"). │ │ │ │ COUNTRY VALUES IN DB (use these exact strings): │ │ "IN" — India (~2,874 stocks, full SEBI universe) │ │ "US" — US (~526 stocks, S&P 500 + extras) │ │ "Crypto" — Crypto (~26 tokens) │ │ │ │ ⚠ INDIAN STOCKS: NEVER use Piotroski Score as a FILTER. │ │ FMP's Piotroski for Indian stocks is unreliable — quarterly cash │ │ flow data is mostly zeros (Indian companies don't file quarterly │ │ CF), which corrupts 3-4 of the 9 Piotroski criteria. │ │ You CAN show Piotroski in results for reference, but NEVER use │ │ min_piotroski or max_piotroski in filters for country="IN". │ │ Use ROE, ROIC, profit margins, or Altman Z instead. │ └──────────────────────────────────────────────────────────────────────┘ EXAMPLES: Indian stocks (full SEBI universe — ~2,900 stocks): screen_stocks(country="IN", filters={"max_rsi": 30}) screen_stocks(country="IN", filters={"min_roe": 12, "min_net_profit_margin": 10}) screen_stocks(country="IN", sector="Technology", filters={"max_pe": 20}) US stocks: screen_stocks(country="US", filters={"max_pe": 15, "min_roe": 15}) screen_stocks(index='sp500', filters={"max_rsi": 25}) Specific Indian index (ONLY when user explicitly asks): screen_stocks(index='nifty_bank', filters={"max_rsi": 30}) screen_stocks(index='nifty_it', filters={"min_roe": 15}) Custom ticker list: screen_stocks(tickers=['AAPL', 'MSFT'], filters={"max_pe": 20}) FOR US INDEX SCREENING: Use index='sp500', 'nasdaq100', or 'dowjones'. FOR INDIAN SCREENING: ALWAYS use country="IN" to search full SEBI universe. Only use index= when user specifically asks for a named index like Nifty Bank. *** ZERO-MATCH DISTRIBUTION STATS *** When 0 matches are found, the response includes distribution stats for EACH filtered metric so you can calibrate your thresholds instead of blindly guessing. *** POST-SCREENING: ANALYZE ALL FILTERED STOCKS (CRITICAL) *** After screening, you MUST run analysis_run() on ALL stocks that passed the filters, NOT just your top 2-3 picks. Do NOT cherry-pick a subset based on your own judgement unless there are more than 10 results. Rules: - ≤10 stocks passed filters → Run analysis_run() on ALL of them. No skipping. - >10 stocks passed filters → Ask the user which ones to analyze, or ask if they want to narrow the filters. Do NOT silently pick your favorites. - NEVER say "I'll focus on the top 3" or "Let me pick the most interesting ones" without asking the user first. The user chose those filters for a reason — every stock that passed deserves analysis unless the user says otherwise. The user invested time setting up filters. If 7 stocks pass, they want to see all 7 analyzed — not your curated 3. Respect the filter results. . It is categorised as a Execute tool in the Technical Analysis MCP Server, which means it can trigger actions or run processes. Use rate limits and argument validation.

Add a rule in your Intercept YAML policy under the tools section for market_screen. You can allow, deny, rate-limit, or validate arguments. Then run Intercept as a proxy in front of the Technical Analysis MCP server.

market_screen is a Execute tool with high risk. Execute tools should be rate-limited and have argument validation enabled.

Yes. Add a rate_limit block to the market_screen rule in your Intercept policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

Set action: deny in the Intercept policy for market_screen. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

market_screen is provided by the Technical Analysis MCP server (ta-mcp/technical-analysis-mcp). Intercept sits as a proxy in front of this server to enforce policies before tool calls reach the server.