What the data for this category looks like
Trading rules data is sourced from official trading system APIs of licensed financial institutions, public business operation manuals, and regulatory filing documents. Updates are triggered by business adjustments or regulatory notices, with no fixed schedule. Documents exist as structured JSON or PDF attachments. Each rule entry includes fields such as unique identifier, applicable trading variety, effective start date, single transaction limit, operation path description, and exception clauses. The rule_id field uses a string format, effective_date uses the YYYY-MM-DD format, max_amount uses yuan as its unit, and operation_limit describes constraints in text.
What constraints these characteristics impose on tool calling and plugin workflows
Trading rules data characteristics impose multiple constraints on the tool calling workflow. First, no fixed update cycle requires tool calling to support real-time pulling of the latest rules, and static caching cannot be relied upon. Second, structured fields require tool parameters to strictly match the field names defined by the API, to avoid call failures caused by parameter mismatches. Third, data sources are private APIs, so dedicated authentication methods must be configured, and generic authentication templates cannot be used. Fourth, PDF format documents require structured parsing before usable fields can be extracted for tool calling, which increases preprocessing configuration complexity.
How to configure the settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
mcpServerProxyEndpoint | https://{your-finance-institution}/trade-rule-proxy | Connects to the private trading rules API of licensed institutions, hides internal service addresses to comply with security specifications |
tool_call_timeout | 25 seconds | Trading rules API responses typically fall within the 10-20 second range; setting 25 seconds covers normal response durations and prevents premature timeouts |
plugin_auth_type | api_key | Trading rules APIs mostly use static API Key authentication, which aligns with the API security policies of most licensed institutions |
max_cache_ttl | Reset on business update trigger | Trading rule updates have no fixed cycle; do not set a fixed cache duration, trigger cache refresh via event listening |
structured_parse_enabled | Enabled | Trading rule documents mostly use structured formats; enabling this allows extraction of fields such as rule_id and effective_date for tool calling parameter matching |
The parameter values provided on this page are common recommended starting points for configuration. Actual values are affected by material format, data volume, and business rules. Specific issues require case-by-case analysis, and it is recommended to test on your own samples before finalizing settings.
Three common configuration errors
- Empty results are returned after calling the trading rules tool. This occurs when
mcpServerProxyEndpointis not correctly configured to point to the real trading rules API, or the passedproduct_typeparameter does not match the field name required by the API. - A
403 Forbiddenerror is triggered during tool calling. This occurs whenplugin_auth_typeis not set toapi_key, or the passed API Key is invalid, failing to pass the licensed institution's API authentication. - The Qwen2.5-14B model fails to trigger tool calling. This occurs when the
tool_call_supportswitch is not enabled in the model configuration, or the model's tool calling prompt template does not adapt to the trading rules field format.
How to confirm the configuration is correct
- Call the test API, pass known
product_typeandeffective_dateparameters, and check if the returned results include the structured fields of the corresponding trading rules. - View the MCP service logs, confirm that requests to
mcpServerProxyEndpointhave been normally forwarded, with no 4xx or 5xx error codes. - Trigger trading rules consultation in a model chat, and check if the model correctly calls the tool and returns matching rule content.
- Simulate a business rule update event, confirm that the cache has automatically refreshed and new rules can be normally pulled.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-09-14.