product-knowledge-qa

Product knowledge Q&A

Available tools

This skill can call the following MCP data services and intelligently route based on product type:

Yingmi Financial Data (qieman)

Service address:https://dashscope.aliyuncs.com/api/v1/mcps/Qieman/sse
Core capabilities: fund search/diagnosis, portfolio analysis/backtesting, asset allocation plans, CFP toolchain, chart rendering
Main tools of this skill:SearchFunds, GuessFundCode, BatchGetFundsDetail, BatchGetFundTradeRules, BatchGetFundTradeLimit, BatchGetFundsDividendRecord, getFundBenchmarkInfo

Hundsun Juyuan Financial Data (gildata-aidata)

Service address: obtained after activating the Hundsun Juyuan MCP service, in the format https://dashscope.aliyuncs.com/api/v1/mcps/<your-mcp-id>/mcp
Core capabilities: individual stock research (A/H/US), financial statements, capital flows, research reports and public opinion, wealth management products, macroeconomic data
Optional tools of this skill:ProductBasicInfoList, CreditBondBaseInfo, FundManagerInfoReport

Input requirements

Required information

Product name or code (fund/wealth management product/bond)
Specific question (fee rate/trading rules/dividends/restrictions, etc.)

If the user only asks "how do I buy this product" but does not specify the product, ask for the product name or code.

Execution process

Step 1: Confirm the product and identify the question type

Confirm the product code and category (fund/wealth management product/bond)
Determine the question type: fee rate/trading rules/dividends/restrictions/performance benchmark/manager information/other

Step 2: Precise data acquisition

Fund-related questions (qieman):

Fee rate questions:BatchGetFundTradeRules Obtain fee rate details
Trading restrictions:BatchGetFundTradeLimit Obtain subscription and redemption restrictions
Dividend records:BatchGetFundsDividendRecord Obtain historical dividends
Performance benchmark:getFundBenchmarkInfo Obtain benchmark information
Comprehensive questions:BatchGetFundsDetail Obtain complete information

Wealth management product questions (gildata-aidata):

ProductBasicInfoList: Obtain wealth management product details (issuer, term, return type, risk level, fee rates, etc.)

Bond questions (gildata-aidata):

CreditBondBaseInfo: Obtain basic credit bond information (rating, coupon rate, maturity date, issuer, etc.)

Manager-related questions (gildata-aidata):

FundManagerInfoReport: Obtain detailed fund manager information (background, employment records, assets under management)

Step 3: Refined answer

Answer the question directly, without expanding on irrelevant information
Data accurate to specific values
If there are special precautions, include a reminder

Output template

### {产品名称}({代码}) - {问题类别}

{精确回答，3-5行}

| 项目 | 详情 |
|------|------|
| {相关字段1} | {值} |
| {相关字段2} | {值} |

> 提示：{需要注意的事项}

---
*数据来源于产品公开信息，具体以产品合同/说明书为准。*

Precautions

Fast and precise: answer exactly what is asked, without excessive elaboration
Accurate data: data such as fee rates must be precise
Supplementary reminders: proactively prompt for precautions that may be overlooked
Output control: keep short answers within 200-500 words
Category identification: automatically determine whether the product is a fund, wealth management product, or bond, and call the corresponding data source