Finterm CLI

Command-line interface for Finterm financial data and Dataroom workflows.

Installation

npx @finterm-ai/cli@latest --help
npm install -g @finterm-ai/cli@latest

Quick Start

# Authenticate with Finterm
finterm auth login

# Run a company web research bundle and sync its output locally.
# Live runs require the fiscal-period params (current and prior quarter/year).
finterm bundle run company_web_research AAPL \
  --param q=Q1 --param fy=2025 --param prev_q=Q4 --param prev_fy=2024
finterm bundle wait <runId>
finterm bundle download <runId> --room ./datarooms/aapl

# Run a point data tool
finterm tool financial_statements AAPL \
  --statement-type income_statement --as-of-date 2025-01-01

# View help
finterm --help
finterm tool --help

finterm auth login opens the browser and also prints the login URL for manual copy and paste.

Features

Company Research Bundles

Authenticated bundle runs against the Finterm platform, with a local run ledger and Dataroom sync:

finterm bundle catalog                       # List available research bundles
finterm bundle describe company_web_research # Show one bundle's descriptor
# Start a live web research run (fiscal-period params are required):
finterm bundle run company_web_research AAPL \
  --param q=Q1 --param fy=2025 --param prev_q=Q4 --param prev_fy=2024
finterm bundle status|wait|result <runId>    # Inspect or poll a run
finterm bundle download <runId> --room <dir> # Sync published run files into a local room
finterm runs list                            # Local ledger of resumable runs
finterm dataroom info|list|files|search|read <room>
                                             # Read and search a downloaded Dataroom

The only published bundle is company_web_research.

Point Data Tools

Published point tools:

• financial_statements
• insider_trades
• institutional_holdings
• options_sentiment
• options_overview
• sec_filing_diff
• sec_filing_fetch
• sec_filings_search
• ticker_sentiment

Authentication

Secure token-based authentication with Finterm services:

finterm auth login   # Authenticate; rotates the single account API key
finterm auth logout  # Sign out
finterm auth status  # Check source, token id, and masked key

Developer Tools

• Prime: Load development context
• Docs: View documentation
• Setup: Install and verify agent integration files (finterm setup, finterm setup --check)
• Shortcuts and resources: Inspect agent shortcuts and reference resources
• Activity summary: A bundle download prints a brief size/time summary in regular output; --verbose or --debug add per-request API and bundle-download stats on stderr, and --debug also saves a structured activity snapshot under the local Finterm config directory

Configuration

Environment Variables

• FINTERM_API_URL: Finterm API base URL (default: production)
• FINTERM_API_KEY: Account API key override (from the dashboard or finterm auth login)

Commands

Authentication

finterm auth login          # Sign in and rotate the account API key
finterm auth logout         # Sign out
finterm auth status         # Check source, token id, and masked key

finterm auth login opens the browser by default and prints the URL in the terminal as a fallback. --no-browser keeps the same URL flow without attempting to open the browser. --non-interactive requires FINTERM_API_KEY for automation.

Preview Commands

--experimental enables preview command groups. Preview tools are not part of the stable first-release CLI surface.

Developer Tools

finterm init               # Initialize finterm in the current directory
finterm prime              # Load agent context
finterm docs               # View CLI documentation
finterm skill              # Print the full agent skill
finterm shortcut --list    # List agent shortcuts
finterm resources --list   # List reference resources
finterm setup              # Install supported agent integration files
finterm setup --check      # Verify the skill and setup state

Development

Building from Source

# Clone repository
git clone https://github.com/finterm-ai/finterm-cli
cd finterm-cli

# Install dependencies
pnpm install

# Build
pnpm build

# Run locally (builds the CLI package and runs the bundled binary)
pnpm finterm:bin

Running Tests

pnpm test              # Run all tests
pnpm test:install      # Smoke-test local preview install
pnpm test:watch        # Watch mode
pnpm test:pack         # Smoke-test the packed npm artifact

Contributing

Contributions are welcome. See CONTRIBUTING.md for how to get started.

License

MIT

Support

For issues and questions, use GitHub Issues or email mailto:[email protected].