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What skills are

A skill is a named, self-describing data or analytics capability that an AI agent can invoke through the Ithaca MCP server. Skills come in two flavors:
  • Archive-backed skills read from the Ithaca data archive — a curated, versioned store of market data, fundamentals, congressional trades, insider filings, sentiment, macro indicators, and more. Each result ships with a provenance envelope so the agent (and the human watching the trace) always knows where the data came from and how fresh it is.
  • Computed analytics skills run trusted numpy/pandas code on archive closes or agent-supplied inputs. They produce derived metrics — volatility, options greeks, correlations, factor exposures, DCF valuations, Monte Carlo paths — without ever executing agent-authored code.
Skills are read-only research tools. They cannot place orders, modify strategies, or touch the money path. Anything that affects capital goes through the approval-gated tools documented in MCP Tools.

Skills vs. direct MCP tools

Ithaca exposes two layers of tools to agents:
LayerWhat it isExampleProvenance envelopeRuntime budget
Direct MCP toolsCore platform operations — sessions, strategy specs, backtests, approvals, artifactssession_context, propose_strategy, backtest_runNo (operational, not data)Varies by tool
SkillsData retrieval + computed analytics over the archivemarket.quote, vol.iv_rank, congress.tradesYes — every resultOne of four profiles
Direct tools drive the workflow. Skills feed it with trusted data and derived metrics. An agent typically opens a session with a direct tool, then calls dozens of skills to research a ticker, and finally hands the findings back to a direct tool (propose_strategy) to act.
If a capability exists as a skill, prefer the skill over scraping the web or reasoning from memory. Skills are sourced, fresh, and traceable — agent memory is not.

The provenance envelope

Every archive-backed skill returns its payload wrapped in a provenance envelope. This is what makes Ithaca data trustworthy inside an agent trace: the human can inspect exactly where each number came from.
{
  "skill_id": "market.quote",
  "data": { "symbol": "NVDA", "price": 128.42, "change_pct": 1.83 },
  "provenance": {
    "source": "ibkr",
    "freshness": { "as_of": "2025-06-27T20:00:00Z", "lag_seconds": 15 },
    "coverage": { "start": "2025-06-27T09:30:00Z", "end": "2025-06-27T16:00:00Z" },
    "cost": { "credits": 1, "tier": "free" },
    "warnings": []
  }
}
FieldTypeDescription
sourcestringOrigin of the data — archive-community, ibkr, sec, capitol-trades, quiver, fmp, fred, computed
freshness.as_ofISO timestampWhen the underlying record was last refreshed
freshness.lag_secondsintWall-clock lag between as_of and the most recent source update
coverage.start / endISO timestampTime range the result covers
cost.creditsintCredit cost charged to the tenant for this call
cost.tierstringfree, basic, pro, enterprise
warningsstring[]Non-fatal caveats — stale data, partial coverage, interpolated values, etc.
Always check warnings before acting on a result. A non-empty array means the data is usable but imperfect — for example, a congressional trade filed 90 days late, or a volatility series computed from fewer than 30 closes.

Runtime profiles

Every skill runs under one of four runtime profiles — a hard wall-clock budget that keeps agent sessions responsive and prevents runaway computations.
ProfileBudgetTypical useExample skills
interactive120 sSingle-ticker lookups during a live research sessionmarket.quote, congress.trades, vol.iv_rank
scan900 sUniverse-wide screens and multi-ticker pullsmarket.screener, congress.screener, short.screener
backtest7,200 sHistorical replay over years of closeswalkforward.run, seasonality.heatmap
optimization14,400 sParameter sweeps, Monte Carlo, portfolio optimizationportfolio.optimize, montecarlo.simulate
If a skill exceeds its budget it returns a timeout warning in the provenance envelope and a partial result (where possible). The agent can then narrow its request or switch to a longer profile explicitly.

How to discover skills

Agents discover skills the same way humans do — by asking the catalog.
search_skills(query: "volatility", limit: 10)
search_skills is a direct MCP tool (see Tools overview) that returns matching skill descriptors:
{
  "query": "volatility",
  "matches": [
    {
      "skill_id": "vol.realized",
      "category": "volatility",
      "description": "Annualized realized volatility from archive closes",
      "runtime_profile": "interactive",
      "cost": { "credits": 1, "tier": "free" }
    },
    { "skill_id": "vol.iv_rank", "category": "volatility", "..." : "..." }
  ]
}
Each descriptor contains skill_id, category, description, runtime_profile, and cost — enough for the agent to pick the right skill and predict its budget without a full call.

Skill catalog

Ithaca ships 50+ skills across nine categories. Use the table below as a map; each category links to a dedicated reference page.

Market data

Skill IDSourceDescription
market.newsarchive-communityNews headlines + sentiment for a ticker or topic
market.screenerarchive-communityMulti-filter universe screen
market.moversarchive-communityTop gainers/losers/most-active by exchange
market.quoteibkrReal-time or delayed quote
market.tidearchive-communityAggregate market breadth (advancers/decliners, new highs/lows)

Fundamentals

Skill IDSourceDescription
fundamentals.getfmpFull fundamentals snapshot for a ticker
fundamentals.comparefmpSide-by-side fundamentals for multiple tickers
fundamentals.pitsecPoint-in-time fundamentals as of a date
analyst.ratingsarchive-communityAnalyst ratings + price targets

Congress & insider

Skill IDSourceDescription
congress.tradescapitol-tradesIndividual congressional trade filings
congress.late_filingscapitol-tradesTrades filed past the STOCK Act deadline
congress.screenercapitol-tradesFilter congressional trades by ticker/party/committee
insider.activitysecForm 4 insider buys/sells
politician.portfoliocapitol-tradesAggregated holdings for a single politician

Institutional & ETF

Skill IDSourceDescription
institutional.holdingssec13F institutional holdings
institutional.flowsarchive-communityNet inflows/outflows by institution or ticker
etf.holdingsarchive-communityETF constituent list with weights
etf.exposurearchive-communityFactor/sector exposure of an ETF

Sentiment & macro

Skill IDSourceDescription
sentiment.getarchive-communityNews/social sentiment score for a ticker
macro.dashboardfredMacro indicator dashboard (CPI, rates, unemployment)
universe.listarchive-communityPredefined universes (S&P 500, Russell 2000, etc.)
economic.calendararchive-communityUpcoming economic releases
fda.calendararchive-communityFDA approval dates (biotech catalysts)
commodity.pricesarchive-communitySpot + futures for commodities
forex.ratesarchive-communityFX spot rates
crypto.pricesarchive-communityCrypto spot + 24h volume
vix.term_structurearchive-communityVIX futures curve by maturity

Volatility (computed)

Skill IDSourceDescription
vol.realizedcomputedAnnualized realized vol from archive closes
vol.term_structurecomputedIV term structure by expiry
vol.iv_rankcomputedIV rank and percentile
vol.vrpcomputedVariance risk premium (IV − RV)
vol.anomaly_scorecomputedZ-score of current vol vs. history
vol.charactercomputedVol regime classification

Options (computed)

Skill IDSourceDescription
options.greekscomputedBlack-Scholes price + delta/gamma/vega/theta/rho
options.implied_volcomputedBS implied vol from observed option price

Computed analytics

Skill IDSourceDescription
correlation.matrixcomputedRolling correlation matrix for a ticker set
factor.exposurescomputedStyle factor loadings (momentum, value, quality, etc.)
dcf.valuecomputedDiscounted cash flow valuation
portfolio.optimizecomputedMean-variance / risk-parity optimization
montecarlo.simulatecomputedPath simulation for a portfolio or strategy
scenario.projectcomputedProject returns under a named scenario
risk.stresscomputedStress-test P&L under historical shocks
tearsheetcomputedFull performance tearsheet (returns, drawdown, ratios)
walkforward.runcomputedWalk-forward optimization over a strategy spec
technical.indicatorscomputedRSI, MACD, ATR, Bollinger, etc. from closes
seasonality.monthlycomputedAverage monthly returns over N years
seasonality.heatmapcomputedDay/month return heatmap

Financials & earnings

Skill IDSourceDescription
financials.incomefmpIncome statement (annual + quarterly)
financials.balancefmpBalance sheet
financials.cashflowfmpCash flow statement
earnings.transcriptarchive-communityEarnings call transcript
earnings.calendararchive-communityUpcoming earnings dates
dividendsarchive-communityDividend history + yield
stock.splitsarchive-communitySplit history

Short interest

Skill IDSourceDescription
short.interestarchive-communityShort interest + days to cover
short.volumearchive-communityDaily short volume ratio
short.ftdsecFailures to deliver (Reg SHO)
short.screenerarchive-communityScreen tickers by short interest metrics

Next steps

Market Data Skills

Quotes, screeners, movers, news, and market breadth.

Volatility Skills

Realized vol, IV rank, variance risk premium, and regime classification — all computed from archive closes.

Computed Analytics Skills

Correlations, factor exposures, DCF, portfolio optimization, Monte Carlo, tearsheets, and walk-forward.

MCP Tools

The direct tools that drive sessions, strategies, backtests, and approvals.