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分类: 数据与分析无需 API Key

小河狸财报助手

“小河狸财报助手”软件数据读取 Skill。它通过“小河狸财报助手”提供的本机只读接口，查询已导入的公司、期间、财务报表、指标、趋势和本地问答结果。让智能体依据真实的财务报表数据，做定制化的财报分析成为可能。

person作者: u_f7bbe1dbhubenterprise
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LittleBeaver Financial Assistant

Use this skill when the user asks to query or analyze data already imported into 小河狸财报助手 on the same computer.

The skill reads local data through the app's localhost-only read API. It does not access the SQLite database directly and does not upload data by itself.

Requirements

  • 小河狸财报助手 must be running on the user's computer.
  • The app must be version 1.7.4 or later.
  • The local API is normally available at http://127.0.0.1:8765.
  • If the app selected another port, use the client script's auto-discovery.

Safety Rules

  • Only call 127.0.0.1 or localhost.
  • Do not call LAN IP addresses or public URLs for this skill.
  • Use only /api/local-agent/* endpoints.
  • Treat returned financial data as private user data.
  • Do not send detailed financial data to cloud models unless the user explicitly asks for cloud analysis.
  • Do not perform imports, deletes, company edits, or sharing operations with this skill.

Quick Use

Prefer the bundled script:

python scripts/financial_assistant_client.py health
python scripts/financial_assistant_client.py companies
python scripts/financial_assistant_client.py periods --company "公司名称" --period-type year
python scripts/financial_assistant_client.py metrics --period-id 1
python scripts/financial_assistant_client.py statement --period-id 1 --statement income_statement
python scripts/financial_assistant_client.py trend --company "公司名称" --period-type year --metric revenue
python scripts/financial_assistant_client.py ask "2021年营业收入是多少"

If the user asks a natural-language question, use ask first. If the answer needs verification or a chart/table, call companies, periods, metrics, statement, or trend as needed.

Endpoint Summary

Base URL is discovered from ports 8765-8784 on localhost.

  • GET /api/local-agent/health
  • GET /api/local-agent/companies
  • GET /api/local-agent/periods?company=...&period_type=year|quarter|month
  • GET /api/local-agent/metrics?period_id=...
  • GET /api/local-agent/statement?period_id=...&statement=balance_sheet|income_statement|cash_flow
  • GET /api/local-agent/trend?company=...&period_type=year|quarter|month&metric=revenue
  • POST /api/local-agent/ask

Common Metrics

Useful metric keys include:

  • revenue: 营业收入
  • net_profit: 净利润
  • gross_margin: 毛利率
  • net_margin: 净利率
  • operating_cash_flow: 经营活动现金流量净额
  • debt_ratio: 资产负债率
  • cash: 货币资金
  • receivables: 应收账款
  • inventory: 存货

Answering Style

  • Answer in Chinese unless the user requests another language.
  • Mention the company and period used.
  • If the app is not running, tell the user to open 小河狸财报助手 first.
  • If a requested period or metric is missing, say so directly and suggest checking whether the relevant report period was imported.