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The Tool Library contains all the tools available to Sourcetable’s AI. These tools are automatically selected based on your request — you don’t need to choose them manually.

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Tool categories

CategoryDescriptionExamples
AI & Machine LearningML models and AI capabilitiesTabPFN, transformers, sentiment analysis
CommunicationsMessaging and notificationsSlack, email integrations
Data AnalysisStatistical analysis and profilingpandas operations, correlation, hypothesis tests
Data VisualizationCharts and plotsECharts, Plotly, matplotlib, seaborn
DatabaseDatabase operationsSQL execution, query building, DuckDB
Desktop EnvironmentBrowser automationPlaywright, screenshots, computer use
Development LibrariesProgramming librariesNumPy, SciPy, StatsModels
Development ToolsDeveloper utilitiesCode execution, debugging
File ProcessingFile operationsCSV, XLSX, JSON, Parquet parsing
GIS & MappingGeographic toolsChoropleth maps, geocoding
Internet & NetworkingWeb toolsWeb search, web scraping, deep research
Multimedia & GraphicsMedia creationImage generation
Science/ResearchResearch toolsAcademic data, public datasets
Scientific ComputingMath and statisticsSciPy, StatsModels, optimization
SecuritySecurity toolsCredential management, encryption
System AdministrationSystem toolsConfiguration, monitoring
TerminalsTerminal accessCommand execution
Text ProcessingText manipulationTranslation, rewriting, summarization
UtilitiesGeneral utilitiesDate/time, conversion, validation
Financial AIFinancial analysis11 AI analyst tools, backtesting, trading
UncategorizedOther toolsMiscellaneous capabilities

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Core tools

These are the most commonly used tools:
ToolWhat it does
write_cellsWrite data to spreadsheet cells
execute_pythonRun Python code with full library access
execute_sqlQuery connected databases
analyze_dataAI-driven data analysis
clean_dataAutomated data cleaning
echart / plotly / source_chartCreate visualizations
deep_researchMulti-source web research synthesis
web_search / google_searchSearch the internet
data_finderFind public datasets
make_pivot / edit_pivotPivot table operations
fill_handle / fill_blanksAuto-fill patterns and gaps
create_workflowBuild automated workflows
add_credentialsStore API keys and database passwords

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Financial AI tools

Available on all plans for market analysis:
ToolWhat it does
fundamentals_analystFinancial statement analysis, ratios, valuations
technical_analystChart patterns, indicators (SMA, RSI, MACD, Bollinger)
sentiment_analystNews and social media sentiment scoring
macro_analystInterest rates, inflation, yield curve analysis
portfolio_managerPortfolio optimization, Sharpe ratio, Holy Grail construction
risk_managerVaR, drawdown analysis, stress testing
backtesterHistorical strategy simulation
monte_carloMonte Carlo simulations for risk assessment
geopolitical_newsReal-time geopolitical event monitoring
soothsayer_analystForward-looking market predictions
dcf_analystDiscounted cash flow valuations
correlation_analystCross-security correlation analysis
factor_analystMulti-factor quantitative scoring
fund_managerFund-level portfolio management
futures_analystFutures and options pricing (Black-Scholes, Heston, SABR)
insider_trading_analystInsider trading pattern detection
investor_personalityStyle matching (Buffett, Graham, Wood, Ackman, Munger)
liquidity_analystMarket liquidity and execution timing
stress_testerHistorical crisis scenario testing (2008, 2020, 2000, 1987)
get_prices / data_apiReal-time and historical financial data
trade_execution_managerRobinhood integration for live trading
robinhood_executor / robinhood_research_toolDirect Robinhood API tools for trading and research

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How tools are selected

When you send a message, the AI:
  1. Analyzes your intent
  2. Selects the appropriate tool(s) from the library
  3. Executes the tool with the right parameters
  4. Returns results to your spreadsheet
You can also ask “What tools can you use?” to see available capabilities for your current context.