Agent tool calls
Expose company research, stock scores, portfolio analysis, filing changes, and evidence retrieval as bounded tools with predictable inputs and outputs.
Agent-ready financial intelligence
Give every agent
better evidence.
Connect copilots and autonomous workflows to Sage through structured tools, governed data, and real-time events. Agents can research companies, analyze portfolios, monitor material changes, and return answers with source provenance attached.
AGENT TOOL CALLGROUNDED RESPONSE
// Your agent requests a portfolio diagnosis { "tool": "sage.analyze_portfolio", "arguments": { "symbols": ["AAPL", "GOOGL", "MSFT"], "as_of": "2026-09-26" } } // Sage returns scores, risks, and traceable evidence { "portfolio_score": 72, "risk_flags": ["technology_concentration"], "evidence": ["sec:10-Q:..."], "policy": "research_only" }
Tool-readyClear schemas for reliable agent calls
Evidence-linkedPrimary sources travel with every result
PermissionedScoped access, policies, and audit trails
Event-drivenAgents can react to material changes
Four integration patterns
From one tool call to an autonomous research system.
Use the interface that fits each agent task while keeping the underlying financial data contract stable.
Lakehouse-scale retrieval
Let analytical agents query point-in-time Sage datasets through Apache Iceberg for screening, modeling, and long-horizon research.
Autonomous monitoring
Trigger agents when filings arrive, ownership changes, risk thresholds break, or watched portfolios materially shift.
Multi-step research
Combine discovery, evidence collection, portfolio impact analysis, and a review-ready brief in one orchestrated workflow.
Scoped authority
Control datasets, actions, rate limits, environments, and retention so each agent operates only within its assigned role.
Trace every decision
Retain request IDs, source references, timestamps, tool outputs, and policy decisions for review and audit.
Easy for agents. Defensible for people.
Structured contractsMachine-readable schemas reduce prompt ambiguity and make tool use repeatable.
Point-in-time dataAs-of controls help agents avoid mixing current knowledge with historical analysis.
Primary-source provenanceAccession numbers, filing sections, periods, units, and derivations stay attached to outputs.
Human reviewRoute recommendations and higher-impact actions through explicit approval boundaries.
Model independenceUse Sage with the agent framework, model provider, cloud, and orchestration layer you choose.