What This Type of Data Looks Like
Securities financing daily report data is sourced from official disclosure APIs of stock exchanges and public data channels of central securities depository and clearing institutions. Full data refreshes are completed within 1.5 hours after market close on each trading day. No updates occur on non-trading days. Data uses standardized JSON or CSV formats. Core fields include target security code, security abbreviation, daily margin purchase amount, margin balance, short sale volume, short sale balance, and total margin trading balance. Units are RMB ten thousand yuan and securities share units. Each entry maps to one target security, with full statistical data for the current trading session.
Constraints Imposed by These Characteristics on Tool Calls and Plugins
The data sources for securities financing daily reports are official public APIs, which have call frequency limits. Tool call QPS must match API requirements to avoid triggering rate limits. Data includes fixed fields with multiple units. Plugins must include built-in field and unit validation logic to prevent format errors in returned results. No valid data exists on non-trading days. Tool calls must add empty result handling branches to avoid returning abnormal content. A single batch of data covers a large number of target securities. Single request data volume may be high. Pagination parameter configuration must be supported to reduce single request load and timeout risks. Additionally, API formats vary slightly across different exchanges. Plugins must adapt to return structures for different markets to ensure correct data parsing.
Configuration Settings
| Configuration Item | Recommended Setting | Rationale |
|---|---|---|
max_tool_calls_per_minute | 10–15 calls per minute | Matches call frequency limits of stock exchange public data APIs to avoid triggering rate limits |
plugin_request_timeout | 120 seconds | Allocates sufficient request processing time to account for exchange API response delays |
validate_response_fields | Enabled | Securities financing daily report data has fixed fields and units. Validation is required to avoid format errors |
enable_pagination | Enabled, 50 items per page | Large number of target securities per batch. Pagination reduces single request load |
mongo_connection_string | mongodb://host:port/db?authSource=admin (compatible with 4.4+ versions) | Meets compatibility requirements for beta4 version and MongoDB 4.4.29 to prevent plugin loading failures |
PARSE_FILE_TIMEOUT_SECONDS | 60 | Allocates sufficient rendering and upload time when converting financing daily report structured data to files |
The parameter values provided on this page are common starting points for configuration. Actual values are affected by material form, data volume, and business rules. Specific issues require case-by-case analysis. It is recommended to test on your own samples before finalizing settings.
Three Common Misconfigurations
- Issue: "File upload failed" appears when using the official Markdown to file plugin. Cause:
PARSE_FILE_TIMEOUT_SECONDSis not set to a sufficient duration. The structured data volume of financing daily reports is large, and rendering timeout interrupts the upload process. - Issue: "No patent information records for the enterprise" is returned when calling an MCP tool via the tool call component, but normal results are returned when testing with the MCP tool set. Cause:
validate_response_fieldsvalidation is not enabled. Pagination empty results from tool returns are not filtered correctly, leading the component to incorrectly judge that there is no valid data. - Issue: A
MongoServerError: The dollar ($) prefix is not allowederror occurs when configuring plugins for the beta4 version. Cause:mongo_connection_stringuses an incompatible parameter format that does not meet the syntax requirements of MongoDB 4.4.29, leading to plugin loading failure.
How to Confirm Successful Configuration
- Review tool call runtime logs. Confirm that requests per second do not exceed the value set for
max_tool_calls_per_minute, and no rate limit-related error messages appear. - Call the tool to retrieve financing daily report data on a non-trading day. Confirm that the returned result includes a clear empty data prompt, with no abnormal errors or poorly formatted content.
- After configuring
mongo_connection_string, reload all associated plugins. Confirm that no loading failure prompts appear in the plugin list, and the MongoDB connection status is normal. - Call the Markdown to file plugin to process financing daily report data for a single target security. Confirm that the file is generated and uploaded successfully, with no timeout or upload failure prompts.
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.