ifind-http-api

name

ifind-http-api

description

Use the iFinD / 同花顺 HTTP API for authenticated, source-backed retrieval of licensed financial market data, including access-token checks, real-time quotation, historical quotation, basic data, date sequence, EDB, announcements, and code conversion workflows. Use when users provide iFinD HTTP API credentials, refresh_token, access_token, or an iFinD API manual and ask to install, test, validate, or use 同花顺 data interfaces while protecting secrets, recording endpoint names, parameters, timestamps, missing data, and strict no-fabrication controls.

iFinD HTTP API

Use this skill when a financial workflow needs 同花顺 / iFinD HTTP API access through the project-local Python client.

Secret handling

• Never write refresh_token, access_token, account passwords, or API credentials into Git-tracked files.
• Prefer environment variables for one-off tests:
  • IFIND_REFRESH_TOKEN
  • IFIND_ACCESS_TOKEN
• Prefer macOS Keychain for local persistence:
  • financial-codex-workspace.ifind.refresh_token
  • financial-codex-workspace.ifind.access_token
  • financial-codex-workspace.ifind.login
• Do not print tokens. When reporting tests, show only whether credentials were found, endpoint status, error codes, response keys, and row/table counts.

Standard workflow

1. Read financial-services-skill-router and .agents/SKILLS_INDEX.md before using this skill.
2. Confirm the requested data task and endpoint family:
   • get_access_token for current access_token.
   • update_access_token only when the user explicitly asks to rotate the token because it invalidates older tokens.
   • real_time_quotation for real-time quote fields.
   • cmd_history_quotation for daily/weekly/monthly historical quote fields.
   • Other endpoint families only after checking the uploaded manual or user-provided protocol.
3. Run the local environment check:

   python3 .agents/skills/ifind-http-api/scripts/ifind_http_api.py check-env
   

4. For a minimal connectivity test, prefer:

   python3 .agents/skills/ifind-http-api/scripts/ifind_http_api.py smoke-test --codes 300033.SZ --indicators open,high,low,latest
   

5. For historical quote validation, use explicit dates and indicators:

   python3 .agents/skills/ifind-http-api/scripts/ifind_http_api.py history --codes 300033.SZ --indicators open,close,volume --startdate 2024-01-01 --enddate 2024-01-05
   

6. Report the endpoint, parameters, timestamp, response status, source limitations, missing data, and QA checks performed.

Data integrity rules

• Do not fabricate market data, fundamentals, estimates, or identifiers.
• Treat API output as licensed data from 同花顺 / iFinD and preserve attribution.
• If authentication, entitlement, IP binding, rate limit, network, or endpoint errors occur, report the exact failure class without filling gaps.
• For valuation, trading, portfolio, credit, or investment outputs, label Not investment advice, data limitations, and assumptions.

Local client

Use .agents/skills/ifind-http-api/scripts/ifind_http_api.py instead of retyping raw HTTP code. It:

• Reads tokens from environment variables or macOS Keychain.
• Calls the documented iFinD HTTP API endpoints.
• Sanitizes output so tokens are not printed.
• Supports check-env, get-access-token, smoke-test, history, and request commands.