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FDIC BankFind MCP Server

io.github.jflamb/fdic-mcp-server
数据与分析 金融与投资 搜索与研究 公开且可连接 MCP 2025-11-25

此 MCP 可以做什么

Searches FDIC institution, branch, failure, deposit, and financial datasets and provides bank health, peer, risk, market, and regional analyses.

功能

工具

29 工具
fdic_analyze_bank_health
Analyze Bank Health (CAMELS-Style)
Produce a CAMELS-style analytical assessment for a single FDIC-insured institution using the public off-site proxy model. Scores five components — Capital (C), Asset Quality (A), Earnings (E), Liquidity (L), Sensitivity (S) — using published FDIC financial data and derives a weighted composite rating (1=Strong to 5=Unsatisfactory), plus a proxy model overall band (1.0–4.0 scale). Output includes: - Composite and component ratings with individual metric scores - Proxy model overall assessment band with capital classification - Management overlay assessment (inferred from public data patterns) - Trend analysis across prior quarters for key metrics - Risk signals flagging critical and warning-level concerns - Structured JSON for programmatic consumption (legacy + proxy fields) NOTE: Management (M) is omitted from component scoring — cannot be assessed from public data. Sensitivity (S) uses proxy metrics (NIM trend, securities concentration). This is a public off-site analytical proxy, not an official CAMELS rating.
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number of the institution to analyze.', 'exclusiveMinimum': 0}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Report Date (YYYYMMDD). Defaults to the most recent quarter likely to have published data.'}, 'quarters': {'type': 'integer', 'default': 8, 'maximum': 20, 'minimum': 1, 'description': 'Number of prior quarters to fetch for trend analysis (default 8).'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_analyze_credit_concentration
Analyze Credit Concentration
Analyze loan portfolio composition and credit concentration risk for an FDIC-insured institution. Computes CRE concentration relative to capital (per 2006 interagency guidance), loan-type breakdown, and flags concentration risks. Output includes: - Loan portfolio composition (CRE, C&I, consumer, residential, agricultural shares) - CRE and construction concentration relative to total capital - Loan-to-asset ratio - Concentration risk signals based on interagency guidance thresholds - Structured JSON for programmatic consumption NOTE: This is an analytical tool based on public financial data.
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number', 'exclusiveMinimum': 0}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Report date (YYYYMMDD). Defaults to most recent quarter.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_analyze_funding_profile
Analyze Funding Profile
Analyze deposit composition, wholesale funding reliance, and funding risk for an FDIC-insured institution. Output includes: - Deposit composition (core, brokered, foreign deposit shares) - Wholesale funding reliance and FHLB advances relative to assets - Cash ratio for near-term liquidity - Funding risk signals based on supervisory thresholds - Structured JSON for programmatic consumption NOTE: This is an analytical tool based on public financial data.
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number', 'exclusiveMinimum': 0}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Report date (YYYYMMDD). Defaults to most recent quarter.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_analyze_securities_portfolio
Analyze Securities Portfolio
Analyze securities portfolio size, composition, and concentration risk for an FDIC-insured institution. Output includes: - Securities relative to total assets and capital - MBS concentration within the securities portfolio - AFS/HTM breakdown (when available) - Risk signals for portfolio concentration and interest rate exposure - Structured JSON for programmatic consumption NOTE: This is an analytical tool based on public financial data. AFS/HTM breakdown is not currently available from the FDIC API.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number', 'exclusiveMinimum': 0}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Report date (YYYYMMDD). Defaults to most recent quarter.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_compare_bank_snapshots
Compare Bank Snapshot Trends
Compare FDIC reporting snapshots across a set of institutions and rank the results by growth, profitability, or efficiency changes. This tool is designed for heavier analytical prompts that would otherwise require many separate MCP calls. It batches institution roster lookup, financial snapshots, optional office-count snapshots, and can also fetch a quarterly time series inside the server. Good uses: - Identify North Carolina banks with the strongest asset growth from 2021 to 2025 - Compare whether deposit growth came with branch expansion or profitability improvement - Rank a specific cert list by ROA, ROE, asset-per-office, or deposit-to-asset changes - Pull a quarterly trend series and highlight inflection points, streaks, and structural shifts Inputs: - state or certs: choose a geographic roster or provide a direct comparison set - start_repdte, end_repdte: Report Dates (REPDTE) in YYYYMMDD format — must be quarter-end dates (0331, 0630, 0930, 1231) - analysis_mode: snapshot or timeseries - institution_filters: optional extra institution filter when building the roster - active_only: default true - include_demographics: default true, adds office-count comparisons when available - sort_by: ranking field (default: asset_growth). All options: asset_growth, asset_growth_pct, dep_growth, dep_growth_pct, netinc_change, netinc_change_pct, roa_change, roe_change, offices_change, assets_per_office_change, deposits_per_office_change, deposits_to_assets_change - sort_order: ASC or DESC - limit: maximum ranked results to return Returns concise comparison text plus structured deltas, derived metrics, and insight tags for each institution.
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'certs': {'type': 'array', 'items': {'type': 'integer', 'exclusiveMinimum': 0}, 'maxItems': 100, 'description': 'Optional list of FDIC certificate numbers to compare directly. Max 100.'}, 'limit': {'type': 'integer', 'default': 10, 'maximum': 100, 'minimum': 1, 'description': 'Maximum number of ranked comparisons to return.'}, 'state': {'type': 'string', 'description': 'State name for the institution roster filter. Example: "North Carolina"'}, 'sort_by': {'enum': ['asset_growth', 'asset_growth_pct', 'dep_growth', 'dep_growth_pct', 'netinc_change', 'netinc_change_pct', 'roa_change', 'roe_change', 'offices_change', 'assets_per_office_change', 'deposits_per_office_change', 'deposits_to_assets_change'], 'type': 'string', 'default': 'asset_growth', 'description': 'Comparison field used to rank institutions. Valid options: asset_growth, asset_growth_pct, dep_growth, dep_growth_pct, netinc_change, netinc_change_pct, roa_change, roe_change, offices_change, assets_per_office_change, deposits_per_office_change, deposits_to_assets_change.'}, 'end_repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Ending Report Date (REPDTE) in YYYYMMDD format. Must be a quarter-end date: March 31 (0331), June 30 (0630), September 30 (0930), or December 31 (1231). Must be later than start_repdte. Example: 20251231 for Q4 2025. If omitted, defaults to the most recent quarter-end date with published data (~90-day lag).'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'DESC', 'description': 'Sort direction for the ranked comparisons.'}, 'active_only': {'type': 'boolean', 'default': True, 'description': 'Limit the comparison set to currently active institutions.'}, 'start_repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Starting Report Date (REPDTE) in YYYYMMDD format. Must be a quarter-end date: March 31 (0331), June 30 (0630), September 30 (0930), or December 31 (1231). Example: 20210331 for Q1 2021. If omitted, defaults to the same quarter one year before end_repdte.'}, 'analysis_mode': {'enum': ['snapshot', 'timeseries'], 'type': 'string', 'default': 'snapshot', 'description': 'Use snapshot for two-point comparison or timeseries for quarterly trend analysis across the date range.'}, 'institution_filters': {'type': 'string', 'description': 'Additional institution-level filter used when building the comparison set. Example: BKCLASS:N or CITY:"Charlotte"'}, 'include_demographics': {'type': 'boolean', 'default': True, 'description': 'Include office-count changes from the demographics dataset when available.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_compare_peer_health
Compare Peer Health (CAMELS Rankings)
Compare CAMELS-style health scores across a group of FDIC-insured institutions. Three usage modes: - Explicit list: provide certs (up to 50) for a specific comparison set - State-wide scan: provide state to compare all active institutions in that state - Asset-based: provide asset_min/asset_max to compare institutions by size Optionally provide cert to highlight a subject institution's position in the ranking. Output: structuredContent includes {model, official_status, report_date, institutions, metrics, peer_context, proxy_summary, proxy, deprecations}. Institutions include proxy scores and name_source. When a subject cert is provided, metrics[] is the preferred subject-vs-peer array for new UI bindings and proxy_summary is a flattened subject proxy. peer_context.subject_percentiles is deprecated, remains for backward compatibility, and is targeted for removal only in a future coordinated major release. Auto-peer selection derives asset bands from report-date financials and broadens the cohort if fewer than 10 peers match. NOTE: Public off-site analytical proxy — not official supervisory ratings.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Subject institution CERT to highlight in the ranking. Optional.', 'exclusiveMinimum': 0}, 'certs': {'type': 'array', 'items': {'type': 'integer', 'exclusiveMinimum': 0}, 'maxItems': 50, 'description': 'Explicit list of CERTs to compare (max 50).'}, 'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Max institutions to return in the response.'}, 'state': {'type': 'string', 'pattern': '^[A-Z]{2}$', 'description': 'Two-letter state code to select all active institutions (e.g., "WY").'}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Report Date (YYYYMMDD). Defaults to the most recent quarter.'}, 'sort_by': {'enum': ['composite', 'capital', 'asset_quality', 'earnings', 'liquidity', 'sensitivity'], 'type': 'string', 'default': 'composite', 'description': 'Sort results by composite or a specific CAMELS component rating.'}, 'asset_max': {'type': 'number', 'description': 'Maximum total assets ($thousands) for peer selection.', 'exclusiveMinimum': 0}, 'asset_min': {'type': 'number', 'description': 'Minimum total assets ($thousands) for peer selection.', 'exclusiveMinimum': 0}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['model', 'official_status', 'proxy_summary', 'report_date', 'sort_by', 'total_institutions', 'returned_count', 'subject_cert', 'subject_rank', 'metrics', 'institutions', 'deprecations', 'peer_context'], 'properties': {'model': {'type': 'string', 'const': 'public_camels_proxy_v1'}, 'proxy': {'anyOf': [{}, {'type': 'null'}]}, 'metrics': {'type': 'array', 'items': {'type': 'object', 'required': ['name', 'label', 'subject', 'peer_median', 'peer_weighted_avg', 'percentile', 'higher_is_better', 'is_outlier', 'outlier_direction'], 'properties': {'name': {'type': 'string'}, 'label': {'type': 'string'}, 'subject': {'type': ['number', 'null']}, 'is_outlier': {'type': 'boolean'}, 'percentile': {'type': ['number', 'null']}, 'peer_median': {'type': ['number', 'null']}, 'higher_is_better': {'type': 'boolean'}, 'outlier_direction': {'anyOf': [{'enum': ['high', 'low'], 'type': 'string'}, {'type': 'null'}]}, 'peer_weighted_avg': {'type': ['number', 'null']}}, 'additionalProperties': False}}, 'sort_by': {'type': 'string'}, 'report_date': {'type': 'string'}, 'deprecations': {'type': 'array', 'items': {'type': 'object', 'required': ['path', 'status', 'replacement', 'removal_target', 'note'], 'properties': {'note': {'type': 'string'}, 'path': {'type': 'string'}, 'status': {'type': 'string', 'const': 'deprecated'}, 'replacement': {'type': 'string'}, 'removal_target': {'type': 'string', 'const': 'future_major_release'}}, 'additionalProperties': False}}, 'institutions': {'type': 'array', 'items': {'type': 'object', 'required': ['cert', 'name', 'name_source', 'city', 'state', 'total_assets', 'proxy_score', 'proxy_band', 'composite_rating', 'composite_label', 'component_ratings', 'flags'], 'properties': {'cert': {'type': 'integer'}, 'city': {'type': ['string', 'null']}, 'name': {'type': 'string'}, 'flags': {'type': 'array', 'items': {'type': 'string'}}, 'state': {'type': ['string', 'null']}, 'proxy_band': {'type': 'string'}, 'name_source': {'enum': ['fdic_institution_profile', 'cert_fallback'], 'type': 'string'}, 'proxy_score': {'type': 'number'}, 'total_assets': {'type': ['number', 'null']}, 'composite_label': {'type': 'string'}, 'composite_rating': {'type': 'number'}, 'component_ratings': {'type': 'object', 'additionalProperties': {'type': 'number'}}}, 'additionalProperties': False}}, 'peer_context': {'anyOf': [{'type': 'object', 'required': ['peer_count', 'peer_definition', 'broadening_steps', 'subject_rank', 'subject_percentiles', 'weighted_peer_averages'], 'properties': {'peer_count': {'type': 'integer'}, 'subject_rank': {'anyOf': [{'type': 'integer'}, {'type': 'null'}]}, 'peer_definition': {'type': 'string'}, 'broadening_steps': {'type': 'array', 'items': {'type': 'string'}}, 'subject_percentiles': {'type': 'object', 'additionalProperties': {'type': 'object', 'required': ['peer_count', 'peer_median', 'peer_mean', 'subject_value', 'subject_percentile', 'robust_z_score', 'is_outlier'], 'properties': {'peer_mean': {'type': 'number'}, 'is_outlier': {'type': 'boolean'}, 'peer_count': {'type': 'integer'}, 'peer_median': {'type': 'number'}, 'subject_value': {'type': 'number'}, 'robust_z_score': {'type': 'number'}, 'outlier_direction': {'enum': ['high', 'low'], 'type': 'string'}, 'subject_percentile': {'type': 'number'}}, 'additionalProperties': False}}, 'weighted_peer_averages': {'type': 'object', 'additionalProperties': {'type': 'number'}}}, 'additionalProperties': False}, {'type': 'null'}]}, 'subject_cert': {'anyOf': [{'type': 'integer'}, {'type': 'null'}]}, 'subject_rank': {'anyOf': [{'type': 'integer'}, {'type': 'null'}]}, 'proxy_summary': {'anyOf': [{'type': 'object', 'required': ['model', 'official_status', 'score', 'band', 'components', 'capital_classification', 'management_overlay', 'risk_signal_count', 'risk_signal_severities', 'trend_count', 'data_quality'], 'properties': {'band': {'type': 'string'}, 'model': {'type': 'string', 'const': 'public_camels_proxy_v1'}, 'score': {'type': 'number'}, 'components': {'type': 'array', 'items': {'type': 'object', 'required': ['name', 'label', 'score', 'legacy_rating', 'legacy_label', 'flags'], 'properties': {'name': {'type': 'string'}, 'flags': {'type': 'array', 'items': {'type': 'string'}}, 'label': {'type': 'string'}, 'score': {'type': 'number'}, 'legacy_label': {'type': 'string'}, 'legacy_rating': {'type': 'number'}}, 'additionalProperties': False}}, 'trend_count': {'type': 'integer'}, 'data_quality': {'type': 'object', 'required': ['report_date', 'staleness', 'gaps_count', 'gaps'], 'properties': {'gaps': {'type': 'array', 'items': {'type': 'string'}}, 'staleness': {'type': 'string'}, 'gaps_count': {'type': 'integer'}, 'report_date': {'type': 'string'}}, 'additionalProperties': False}, 'official_status': {'type': 'string', 'const': 'public off-site proxy, not official CAMELS'}, 'risk_signal_count': {'type': 'integer'}, 'management_overlay': {'type': 'object', 'required': ['level', 'caps_band', 'reason_codes'], 'properties': {'level': {'type': 'string'}, 'caps_band': {'type': 'boolean'}, 'reason_codes': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': False}, 'capital_classification': {'type': 'object', 'required': ['category', 'label', 'binding_constraint', 'ratios_used'], 'properties': {'label': {'type': 'string'}, 'category': {'type': 'string'}, 'ratios_used': {'type': 'object', 'additionalProperties': {'type': ['number', 'null']}}, 'binding_constraint': {'type': ['string', 'null']}}, 'additionalProperties': False}, 'risk_signal_severities': {'type': 'object', 'additionalProperties': {'type': 'integer'}}}, 'additionalProperties': False}, {'type': 'null'}]}, 'returned_count': {'type': 'integer'}, 'official_status': {'type': 'string', 'const': 'public off-site proxy, not official CAMELS'}, 'total_institutions': {'type': 'integer'}}, 'additionalProperties': True}
fdic_detect_risk_signals
Detect Risk Signals (Early Warning)
Scan FDIC-insured institutions for early warning risk signals using the public_camels_proxy_v1 analytical engine. Standardized signal codes with severity levels: - Critical: capital_undercapitalized (PCA breach), earnings_loss (ROA < 0), reserve_coverage_low (< 50%) - Warning: capital_buffer_erosion, credit_deterioration, credit_deterioration_trending, earnings_pressure, margin_compression, funding_stress, funding_ltd_stretched, rate_risk_proxy_elevated, wholesale_funding_elevated - Info: merger_distorted_trend, stale_reporting_period Three scan modes: - State-wide: provide state to scan all active institutions - Explicit list: provide certs (up to 50) - Asset-based: provide asset_min/asset_max Output: Per-institution risk signals ranked by severity count. The proxy engine drives signal generation internally; the output is signal-shaped, not assessment-shaped. NOTE: Public off-site analytical proxy — not official supervisory ratings.
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'certs': {'type': 'array', 'items': {'type': 'integer', 'exclusiveMinimum': 0}, 'maxItems': 50, 'description': 'Specific CERTs to scan (max 50).'}, 'limit': {'type': 'integer', 'default': 25, 'maximum': 100, 'minimum': 1, 'description': 'Max flagged institutions to return.'}, 'state': {'type': 'string', 'pattern': '^[A-Z]{2}$', 'description': 'Scan all active institutions in this state.'}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Report Date (YYYYMMDD). Defaults to the most recent quarter.'}, 'quarters': {'type': 'integer', 'default': 4, 'maximum': 12, 'minimum': 1, 'description': 'Prior quarters to fetch for trend analysis (default 4).'}, 'asset_max': {'type': 'number', 'description': 'Maximum total assets ($thousands) filter.', 'exclusiveMinimum': 0}, 'asset_min': {'type': 'number', 'description': 'Minimum total assets ($thousands) filter.', 'exclusiveMinimum': 0}, 'min_severity': {'enum': ['info', 'warning', 'critical'], 'type': 'string', 'default': 'warning', 'description': 'Minimum severity level to include in results (default: warning).'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_fetch
Fetch FDIC BankFind Result
Use this when the model needs the full citation text for a result returned by search. Pass the search result id (e.g. 'institution:3511', 'failure:1234', 'branch:<UNINUM>', 'schema:institutions').
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'minLength': 1, 'description': 'Retrieval item id, such as institution:<CERT>, failure:<CERT>, branch:<UNINUM>, or schema:<endpoint>.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id', 'title', 'text', 'url'], 'properties': {'id': {'type': 'string'}, 'url': {'type': 'string'}, 'text': {'type': 'string'}, 'title': {'type': 'string'}, 'metadata': {'type': 'object', 'additionalProperties': {}}}, 'additionalProperties': False}
fdic_franchise_footprint
Institution Franchise Footprint
Analyze the geographic franchise footprint of an FDIC-insured institution using Summary of Deposits (SOD) data. Shows how an institution's branches and deposits are distributed across metropolitan statistical areas (MSAs), providing a market-by-market breakdown of branch count, deposit totals, and percentage of the institution's total deposits. Output includes: - Total branch count, deposits, and market count - Market-by-market breakdown sorted by deposits - Structured JSON for programmatic consumption Branches outside MSAs are grouped under "Non-MSA / Rural".
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number', 'exclusiveMinimum': 0}, 'year': {'type': 'integer', 'minimum': 1994, 'description': 'SOD report year. Defaults to most recent.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_get_institution
Get Institution by Certificate Number
Use this when the user knows an exact FDIC Certificate Number and needs one institution profile. To discover a CERT first, call fdic_search_institutions or fdic_search.
只读 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number — the unique identifier for an institution', 'exclusiveMinimum': 0}, 'fields': {'type': 'string', 'description': 'Comma-separated list of fields to return'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_get_institution_failure
Get Failure Details by Certificate Number
Use this when the user knows the CERT of a failed institution and needs its specific failure record. Returns failure details (date, resolution type, cost, acquirer); responds with `found: false` if the institution did not fail.
只读 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number — the unique identifier for an institution', 'exclusiveMinimum': 0}, 'fields': {'type': 'string', 'description': 'Comma-separated list of fields to return'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_holding_company_profile
Holding Company Profile
Profile a bank holding company by grouping its FDIC-insured subsidiaries and aggregating financial metrics. Look up by holding company name or by any subsidiary's CERT number. Output includes: - Consolidated summary with total assets, deposits, and asset-weighted ROA/equity ratio - List of all FDIC-insured subsidiaries with individual metrics - Structured JSON for programmatic consumption NOTE: This is an analytical tool based on public financial data.
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'CERT of any subsidiary — looks up its holding company, then profiles the entire HC.', 'exclusiveMinimum': 0}, 'hc_name': {'type': 'string', 'description': 'Holding company name (e.g., "JPMORGAN CHASE & CO"). Uses NAMEHCR field.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_market_share_analysis
Deposit Market Share Analysis
Analyze deposit market share and concentration for an MSA or city market using FDIC Summary of Deposits (SOD) data. Computes market share for all institutions in a geographic market, ranks them by deposits, and calculates the Herfindahl-Hirschman Index (HHI) for market concentration analysis per DOJ/FTC merger guidelines. Two entry modes: - MSA market: provide msa as the numeric MSABR code (e.g., msa: 19100 for Dallas-Fort Worth-Arlington, msa: 42660 for Seattle-Tacoma-Bellevue). Use fdic_search_sod to look up MSABR codes. - City market: provide city (branch city name, e.g., "Austin") and state (two-letter code, e.g., "TX"). Output includes: - Market overview with total deposits, institution count, and HHI classification - Optional highlighted institution showing rank and share (provide cert) - Top institutions ranked by deposit market share - Structured JSON for programmatic consumption Requires at least one of: msa (numeric MSABR code), or city + state.
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输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'msa': {'type': 'integer', 'description': 'FDIC MSABR numeric code for the Metropolitan Statistical Area (e.g., 19100 for Dallas-Fort Worth-Arlington, 42660 for Seattle-Tacoma-Bellevue). Use fdic_search_sod with MSABR to look up codes.', 'exclusiveMinimum': 0}, 'cert': {'type': 'integer', 'description': 'Highlight a specific institution in the results.', 'exclusiveMinimum': 0}, 'city': {'type': 'string', 'description': 'City name (e.g., "Austin"). Requires state.'}, 'year': {'type': 'integer', 'minimum': 1994, 'description': 'SOD report year (1994-present). Defaults to most recent.'}, 'state': {'type': 'string', 'maxLength': 2, 'minLength': 2, 'description': 'Two-letter state abbreviation (e.g., TX). Required when using city filter.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_peer_group_analysis
Peer Group Analysis
Build a peer group for an FDIC-insured institution and rank it against peers on financial and efficiency metrics at a single report date. Three usage modes: - Subject-driven: provide cert and repdte — auto-derives peer criteria from the subject's asset size and charter class - Explicit criteria: provide repdte plus asset_min/asset_max, charter_classes, state, or raw_filter - Subject with overrides: provide cert plus explicit criteria to override auto-derived defaults Metrics ranked (fixed order): - Total Assets, Total Deposits, ROA, ROE, Net Interest Margin - Equity Capital Ratio, Efficiency Ratio, Loan-to-Deposit Ratio - Deposits-to-Assets Ratio, Non-Interest Income Share Rankings use competition rank (1, 2, 2, 4). Rank, denominator, and percentile all use the same comparison set: matched peers plus the subject institution. Output includes: - Subject rankings and percentiles (when cert provided) - Peer group medians - Peer list with CERTs (pass to fdic_compare_bank_snapshots for trend analysis) - Metric definitions with directionality metadata Override precedence: cert derives defaults, then explicit params override them.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Subject institution CERT number. When provided, auto-derives peer criteria and ranks this bank against peers.', 'exclusiveMinimum': 0}, 'limit': {'type': 'integer', 'default': 50, 'maximum': 500, 'minimum': 1, 'description': 'Max peer records returned in the response. All matched peers are used for ranking regardless of this limit.'}, 'state': {'type': 'string', 'pattern': '^[A-Z]{2}$', 'description': 'Two-letter state code (e.g., "NC", "TX").'}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Report Date (REPDTE) in YYYYMMDD format. FDIC data is published quarterly on: March 31, June 30, September 30, and December 31. Example: 20231231 for Q4 2023. If omitted, defaults to the most recent quarter-end date likely to have published data (~90-day lag).'}, 'asset_max': {'type': 'number', 'description': "Maximum total assets ($thousands) for peer selection. Defaults to 200% of subject's report-date assets when cert is provided.", 'exclusiveMinimum': 0}, 'asset_min': {'type': 'number', 'description': "Minimum total assets ($thousands) for peer selection. Defaults to 50% of subject's report-date assets when cert is provided.", 'exclusiveMinimum': 0}, 'raw_filter': {'type': 'string', 'description': 'Advanced: raw ElasticSearch query string appended to peer selection criteria with AND.'}, 'active_only': {'type': 'boolean', 'default': True, 'description': 'Limit to institutions where ACTIVE:1 (currently operating, FDIC-insured).'}, 'extra_fields': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Additional FDIC field names to include as raw values in the response. Does not affect peer selection.'}, 'charter_classes': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Charter class codes to include (e.g., ["N", "SM"]). Defaults to the subject\'s charter class when cert is provided.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_qbp_lite_data
Generate QBP Lite Data Bundle
Build chart-ready data for a concise QBP Lite report from reproducible public BankFind quarterly financials. Includes executive snapshot metrics, trend series, community-bank comparison data, source notes, and explicit exclusions for non-public or non-BankFind QBP items.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Quarter-end Report Date (REPDTE) in YYYYMMDD format. If omitted, the tool searches backward from the latest likely published quarter until data is found.'}, 'trend_quarters': {'type': 'integer', 'default': 20, 'maximum': 40, 'minimum': 8, 'description': 'Number of quarterly observations to return for trend charts, including the current quarter. Default 20 quarters.'}, 'include_community_banks': {'type': 'boolean', 'default': True, 'description': 'Include a compact community-bank-vs-industry comparison using the public community-bank flag.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_regional_context
Regional Economic Context
Overlay macro/regional economic data on a bank's geographic context. Uses FRED (Federal Reserve Economic Data) for state unemployment, national unemployment, and federal funds rate. Provides trend analysis and narrative context for bank performance assessment. Gracefully degrades if FRED API is unavailable. Output includes: - State and national unemployment rates with trend analysis - Federal funds rate and rate environment classification - Narrative assessment of macro conditions for bank performance - Structured JSON for programmatic consumption NOTE: Requires FRED_API_KEY environment variable for reliable data access. Degrades gracefully without it.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number — auto-detects state from institution record.', 'exclusiveMinimum': 0}, 'state': {'type': 'string', 'maxLength': 2, 'minLength': 2, 'description': 'Two-letter state abbreviation (e.g., TX). Alternative to cert-based lookup.'}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Reference report date (YYYYMMDD). FRED data fetched for 2 years before this date.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fdic_search
Search FDIC BankFind
Use this when the model needs citation-friendly FDIC BankFind search results for institutions, failed banks, branches, or schema documentation. Returns up to 8 results with id, title, and source URL.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'query': {'type': 'string', 'minLength': 1, 'description': 'Natural-language search query.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['results'], 'properties': {'results': {'type': 'array', 'items': {'type': 'object', 'required': ['id', 'title', 'url'], 'properties': {'id': {'type': 'string'}, 'url': {'type': 'string'}, 'title': {'type': 'string'}}, 'additionalProperties': False}}}, 'additionalProperties': False}
fdic_search_demographics
Search Institution Demographics Data
Use this when the user wants quarterly demographic and market-structure attributes (office counts, metro classification, county/territory codes, geographic reference data) for FDIC-insured institutions. Filter by CERT and/or REPDTE. See fdic://schemas/demographics for the full field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Filter by FDIC Certificate Number', 'exclusiveMinimum': 0}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'repdte': {'type': 'string', 'description': 'Filter by Report Date (REPDTE) in YYYYMMDD format (quarter-end: 0331, 0630, 0930, 1231).'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'ASC', 'description': 'Sort direction: ASC (ascending) or DESC (descending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'demographics'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'offset': {'type': 'integer'}, 'has_more': {'type': 'boolean'}, 'truncated': {'type': 'boolean'}, 'next_offset': {'type': 'integer'}, 'demographics': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}}, 'additionalProperties': False}
fdic_search_failures
Search Bank Failures
Use this when the user wants details on failed FDIC-insured institutions filtered by name, state, date range, resolution type, or cost. Returns failure records with pagination; see fdic://schemas/failures for the full field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'ASC', 'description': 'Sort direction: ASC (ascending) or DESC (descending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'failures'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'offset': {'type': 'integer'}, 'failures': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'has_more': {'type': 'boolean'}, 'truncated': {'type': 'boolean'}, 'next_offset': {'type': 'integer'}}, 'additionalProperties': False}
fdic_search_financials
Search Institution Financial Data
Use this when the user wants quarterly Call Report data (balance sheet, income, capital, performance ratios) for FDIC-insured institutions. Filter by CERT and/or REPDTE plus optional ElasticSearch filters. See fdic://schemas/financials for the full 1,100+ field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Filter by FDIC Certificate Number to get financials for a specific institution', 'exclusiveMinimum': 0}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'repdte': {'type': 'string', 'description': 'Filter by Report Date (REPDTE) in YYYYMMDD format (quarter-end: 0331, 0630, 0930, 1231). If omitted, returns all available dates (sorted most recent first).'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'DESC', 'description': 'Sort direction: DESC (descending, default for most recent first) or ASC (ascending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'financials'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'offset': {'type': 'integer'}, 'has_more': {'type': 'boolean'}, 'truncated': {'type': 'boolean'}, 'financials': {'type': 'array', 'items': {'type': 'object', 'properties': {'DEP': {'type': 'number'}, 'ROA': {'type': 'number'}, 'ROE': {'type': 'number'}, 'CERT': {'type': 'integer'}, 'NAME': {'type': 'string'}, 'NIMY': {'type': 'number'}, 'ASSET': {'type': 'number'}, 'EEFFR': {'type': 'number'}, 'NETINC': {'type': 'number'}, 'REPDTE': {'type': ['string', 'number']}, 'IDT1CER': {'type': 'number'}, 'NCLNLSR': {'type': 'number'}, 'LNLSDEPR': {'type': 'number'}}, 'additionalProperties': True}}, 'next_offset': {'type': 'integer'}}, 'additionalProperties': False}
fdic_search_history
Search Institution History / Structure Changes
Use this when the user wants structural-change events (mergers, acquisitions, name changes, charter conversions, failures) for FDIC-insured institutions, filtered by CERT, type, change code, date range, or state. See fdic://schemas/history for the full field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Filter by FDIC Certificate Number to get history for a specific institution', 'exclusiveMinimum': 0}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'ASC', 'description': 'Sort direction: ASC (ascending) or DESC (descending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'events'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'events': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'offset': {'type': 'integer'}, 'has_more': {'type': 'boolean'}, 'truncated': {'type': 'boolean'}, 'next_offset': {'type': 'integer'}}, 'additionalProperties': False}
fdic_search_institutions
Search FDIC Institutions
Use this when the user needs FDIC-insured institution search results by name, state, CERT, asset size, charter class, or regulatory status. Returns institution profile rows with pagination; use fdic://schemas/institutions for the full field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'ASC', 'description': 'Sort direction: ASC (ascending) or DESC (descending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'institutions'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'offset': {'type': 'integer'}, 'has_more': {'type': 'boolean'}, 'truncated': {'type': 'boolean'}, 'next_offset': {'type': 'integer'}, 'institutions': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}}, 'additionalProperties': False}
fdic_search_locations
Search Institution Locations / Branches
Use this when the user wants branch/office locations for FDIC-insured institutions, filtered by CERT, state, city, county, metro area, or branch type. Returns address, coordinates, branch number, and service-type rows; see fdic://schemas/locations for the full field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Filter by FDIC Certificate Number to get all branches of a specific institution', 'exclusiveMinimum': 0}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'ASC', 'description': 'Sort direction: ASC (ascending) or DESC (descending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'locations'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'offset': {'type': 'integer'}, 'has_more': {'type': 'boolean'}, 'locations': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'truncated': {'type': 'boolean'}, 'next_offset': {'type': 'integer'}}, 'additionalProperties': False}
fdic_search_sod
Search Summary of Deposits (SOD)
Use this when the user wants annual branch-level deposit data (SOD, as of June 30 each year) — branch deposits, MSAs, geographic distribution. Filter by CERT and/or year. See fdic://schemas/sod for the full field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Filter by FDIC Certificate Number', 'exclusiveMinimum': 0}, 'year': {'type': 'integer', 'minimum': 1994, 'description': 'Filter by specific year (1994-present). SOD data is annual.'}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'ASC', 'description': 'Sort direction: ASC (ascending) or DESC (descending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'deposits'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'offset': {'type': 'integer'}, 'deposits': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'has_more': {'type': 'boolean'}, 'truncated': {'type': 'boolean'}, 'next_offset': {'type': 'integer'}}, 'additionalProperties': False}
fdic_search_summary
Search Annual Financial Summary Data
Use this when the user wants annual financial-summary snapshots (assets, deposits, ROA, ROE, offices) for FDIC-insured institutions, filtered by CERT and/or year. See fdic://schemas/summary for the full field catalog.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {'cert': {'type': 'integer', 'description': 'Filter by FDIC Certificate Number', 'exclusiveMinimum': 0}, 'year': {'type': 'integer', 'minimum': 1934, 'description': 'Filter by specific year (e.g., 2022)'}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 10000, 'minimum': 1, 'description': 'Maximum number of records to return (1-10000, default: 20)'}, 'fields': {'type': 'string', 'description': 'Comma-separated list of FDIC field names to return. Leave empty to return all fields. Field names are ALL_CAPS (e.g., NAME, CERT, ASSET, DEP, STALP). Example: NAME,CERT,ASSET,DEP,STALP'}, 'offset': {'type': 'integer', 'default': 0, 'minimum': 0, 'description': 'Number of records to skip for pagination (default: 0)'}, 'filters': {'type': 'string', 'description': 'FDIC API filter using ElasticSearch query string syntax. Combine conditions with AND/OR, use quotes for multi-word values, and [min TO max] for ranges (* = unbounded). Common fields: NAME (institution name), STNAME (state name), STALP (two-letter state code), CERT (certificate number), ASSET (total assets in $thousands), ACTIVE (1=active, 0=inactive). Examples: STNAME:"California", ACTIVE:1 AND ASSET:[1000000 TO *], NAME:"Chase"'}, 'sort_by': {'type': 'string', 'description': 'Field name to sort results by. Example: ASSET, NAME, FAILDATE'}, 'sort_order': {'enum': ['ASC', 'DESC'], 'type': 'string', 'default': 'ASC', 'description': 'Sort direction: ASC (ascending) or DESC (descending)'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['total', 'offset', 'count', 'has_more', 'summary'], 'properties': {'count': {'type': 'integer'}, 'total': {'type': 'integer'}, 'offset': {'type': 'integer'}, 'summary': {'type': 'array', 'items': {'type': 'object', 'additionalProperties': {}}}, 'has_more': {'type': 'boolean'}, 'truncated': {'type': 'boolean'}, 'next_offset': {'type': 'integer'}}, 'additionalProperties': False}
fdic_show_bank_deep_dive
Show Bank Deep Dive Dashboard
Use this when the user wants a scannable single-institution dashboard with identity, public financial metrics, risk signals, and source links. ChatGPT renders an interactive widget; Claude and other MCP clients render the same data as a Markdown table.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number of the institution to render.', 'exclusiveMinimum': 0}, 'repdte': {'type': 'string', 'pattern': '^\\d{8}$', 'description': 'Quarter-end report date in YYYYMMDD format. Defaults to the most recent likely published quarter.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['institution', 'assessment', 'metrics', 'risk_signals', 'warnings', 'sources'], 'properties': {'metrics': {'type': 'object', 'properties': {'roa': {'type': 'string'}, 'roe': {'type': 'string'}, 'tier1_leverage': {'type': 'string'}, 'loan_to_deposit': {'type': 'string'}, 'efficiency_ratio': {'type': 'string'}, 'noncurrent_loans': {'type': 'string'}, 'net_interest_margin': {'type': 'string'}}, 'additionalProperties': False}, 'sources': {'type': 'array', 'items': {'type': 'object', 'required': ['title', 'url'], 'properties': {'url': {'type': 'string'}, 'title': {'type': 'string'}}, 'additionalProperties': False}}, 'warnings': {'type': 'array', 'items': {'type': 'string'}}, 'assessment': {'type': 'object', 'required': ['official_rating', 'proxy_band', 'caveat'], 'properties': {'caveat': {'type': 'string'}, 'proxy_band': {'type': 'string'}, 'official_rating': {'type': 'boolean'}}, 'additionalProperties': False}, 'institution': {'type': 'object', 'required': ['cert', 'name', 'city', 'state', 'active', 'charter_class', 'regulator', 'established', 'report_date'], 'properties': {'cert': {'type': 'integer'}, 'city': {'type': 'string'}, 'name': {'type': 'string'}, 'state': {'type': 'string'}, 'active': {'type': 'boolean'}, 'offices': {'type': 'number'}, 'regulator': {'type': 'string'}, 'established': {'type': 'string'}, 'report_date': {'type': 'string'}, 'charter_class': {'type': 'string'}, 'asset_thousands': {'type': 'number'}, 'deposit_thousands': {'type': 'number'}}, 'additionalProperties': False}, 'risk_signals': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': False}
fdic_ubpr_analysis
UBPR-Equivalent Ratio Analysis
Compute UBPR-equivalent ratio analysis for an FDIC-insured institution. Includes summary ratios (ROA, ROE, NIM, efficiency), loan mix, capital adequacy, liquidity metrics, and year-over-year growth rates. Ratios are computed from Call Report data and are UBPR-equivalent, not official FFIEC UBPR output. Output includes: - Summary ratios: ROA, ROE, NIM, efficiency ratio, pretax ROA - Loan mix: real estate, commercial, consumer, agricultural shares - Capital adequacy: Tier 1 leverage, Tier 1 risk-based, equity ratio - Liquidity: loan-to-deposit, core deposit ratio, brokered deposits, cash ratio - Year-over-year growth: assets, loans, deposits - Structured JSON for programmatic consumption NOTE: This is an analytical tool based on public financial data.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['cert'], 'properties': {'cert': {'type': 'integer', 'description': 'FDIC Certificate Number', 'exclusiveMinimum': 0}, 'repdte': {'type': 'string', 'maxLength': 8, 'minLength': 8, 'description': 'Report date (YYYYMMDD). Defaults to most recent quarter.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'properties': {}, 'additionalProperties': True}
fetch
Fetch FDIC BankFind Result
Use this when the model needs the full citation text for a result returned by search. Pass the search result id (e.g. 'institution:3511', 'failure:1234', 'branch:<UNINUM>', 'schema:institutions').
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id'], 'properties': {'id': {'type': 'string', 'minLength': 1, 'description': 'Retrieval item id, such as institution:<CERT>, failure:<CERT>, branch:<UNINUM>, or schema:<endpoint>.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['id', 'title', 'text', 'url'], 'properties': {'id': {'type': 'string'}, 'url': {'type': 'string'}, 'text': {'type': 'string'}, 'title': {'type': 'string'}, 'metadata': {'type': 'object', 'additionalProperties': {}}}, 'additionalProperties': False}
search
Search FDIC BankFind
Use this when the model needs citation-friendly FDIC BankFind search results for institutions, failed banks, branches, or schema documentation. Returns up to 8 results with id, title, and source URL.
只读 可访问外部资源 幂等
输入模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['query'], 'properties': {'query': {'type': 'string', 'minLength': 1, 'description': 'Natural-language search query.'}}, 'additionalProperties': False}
输出模式 
{'type': 'object', '$schema': 'http://json-schema.org/draft-07/schema#', 'required': ['results'], 'properties': {'results': {'type': 'array', 'items': {'type': 'object', 'required': ['id', 'title', 'url'], 'properties': {'id': {'type': 'string'}, 'url': {'type': 'string'}, 'title': {'type': 'string'}}, 'additionalProperties': False}}}, 'additionalProperties': False}
历史

近期工具变更

已添加
fdic_show_bank_deep_dive
2026年9月17日 12:42
已添加
fdic_fetch
2026年9月17日 12:42
已添加
fdic_search
2026年9月17日 12:42
已添加
fetch
2026年9月17日 12:42
已添加
search
2026年9月17日 12:42
已添加
fdic_qbp_lite_data
2026年9月17日 12:42
已添加
fdic_regional_context
2026年9月17日 12:42
已添加
fdic_holding_company_profile
2026年9月17日 12:42
已添加
fdic_franchise_footprint
2026年9月17日 12:42
已添加
fdic_market_share_analysis
2026年9月17日 12:42
已添加
fdic_ubpr_analysis
2026年9月17日 12:42
已添加
fdic_analyze_securities_portfolio
2026年9月17日 12:42
已添加
fdic_analyze_funding_profile
2026年9月17日 12:42
已添加
fdic_analyze_credit_concentration
2026年9月17日 12:42
已添加
fdic_detect_risk_signals
2026年9月17日 12:42
已添加
fdic_compare_peer_health
2026年9月17日 12:42
已添加
fdic_analyze_bank_health
2026年9月17日 12:42
已添加
fdic_peer_group_analysis
2026年9月17日 12:42
已添加
fdic_compare_bank_snapshots
2026年9月17日 12:42
已添加
fdic_search_demographics
2026年9月17日 12:42
已添加
fdic_search_sod
2026年9月17日 12:42
已添加
fdic_search_summary
2026年9月17日 12:42
已添加
fdic_search_financials
2026年9月17日 12:42
已添加
fdic_search_history
2026年9月17日 12:42
已添加
fdic_search_locations
2026年9月17日 12:42
已添加
fdic_get_institution_failure
2026年9月17日 12:42
已添加
fdic_search_failures
2026年9月17日 12:42
已添加
fdic_get_institution
2026年9月17日 12:42
已添加
fdic_search_institutions
2026年9月17日 12:42
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