china-client-review

Purpose

Prepare comprehensive A股财富管理客户会议材料 — performance summaries, talking points, and relationship context for client meetings.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_index_data("000001")              → 上证 benchmark
get_index_data("399006")              → 创业板 benchmark
get_index_data("000300")              → 沪深300 benchmark