DM Data

Overview

Use this skill to call the local DM PythonAPI client and the bundled DM API catalog. The Skill wraps the generic SDK method DMQuantApiClient.post_data(data, api_path) so a future agent does not need to re-open the PDF manual for common calls.

Quick Start

1. Confirm credentials are available before making live calls:

export INNO_APP_KEY="..."
export INNO_SM4_KEY="..."

2. Search EDB level IDs locally before calling the API:

python3 /Users/fanshengxia/.codex/skills/dm-data/scripts/dm_query.py search-edb GDP --limit 20
python3 /Users/fanshengxia/.codex/skills/dm-data/scripts/dm_query.py search-edb 社融 --limit 20

3. List supported API aliases:

python3 /Users/fanshengxia/.codex/skills/dm-data/scripts/dm_query.py list-apis

4. Call an API by alias and JSON params:

python3 /Users/fanshengxia/.codex/skills/dm-data/scripts/dm_query.py call bond_basic_info \
  --data '{"security_id_list":["2500005.IB","232580001.IB"]}' \
  --output /tmp/bond_basic_info.csv

Workflow

1. For EDB/macro requests, first run search-edb against references/edb_levels.csv to find candidate edb_level_id values. Then call edb_codes to get indicator_id, and finally call edb_data for values.
2. For bond, money-market, futures, equity, and calendar requests, choose an alias from references/dm_api_reference.md or list-apis, then run call.
3. Prefer snake_case request fields and instantiate with pythonic=True; the SDK converts request keys to camelCase and response keys to snake_case.
4. Save nontrivial results to CSV using --output, then inspect the first rows before using them in analysis.
5. If the API returns return_type=dict with paginated list and max_offset, use --return-type dict; page manually by passing offset.

Resources

• scripts/dm_query.py: executable helper for local EDB dictionary search and live DM API calls.
• references/dm_api_reference.md: concise API catalog, parameter constraints, and examples extracted from the local DM PythonAPI manual.
• references/api_catalog.json: machine-readable aliases used by the helper script.
• references/edb_levels.csv: searchable EDB level hierarchy with 3192 rows.
• references/edb_levels.xlsx: original EDB level hierarchy workbook.
• assets/vendor/dm_quant_api_client-0.2.2-py3-none-any.whl: local SDK wheel. The helper script installs it automatically if dm_quant_api_client is missing.

Important Rules

• Do not hard-code credentials in scripts or outputs. Use INNO_APP_KEY and INNO_SM4_KEY, or pass temporary keys only when the user explicitly asks.
• Do not query wide date ranges blindly. Follow the manual limits in the reference: most intraday APIs have narrow windows; EDB values depend on frequency; trade calendar is at most 2 years.
• For production-looking outputs, keep numeric formatting to 2 decimals unless the downstream task requires raw precision.
• If live calls fail, report the exact SDK/API error. Common causes are missing credentials, HTTP non-200, decryption failure, no subscription package, quota exhaustion, or rate limiting.