Tool Library

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.

Tool categories

Category	Description	Examples
AI & Machine Learning	ML models and AI capabilities	TabPFN, transformers, sentiment analysis
Communications	Messaging and notifications	Slack, email integrations
Data Analysis	Statistical analysis and profiling	pandas operations, correlation, hypothesis tests
Data Visualization	Charts and plots	ECharts, Plotly, matplotlib, seaborn
Database	Database operations	SQL execution, query building, DuckDB
Desktop Environment	Browser automation	Playwright, screenshots, computer use
Development Libraries	Programming libraries	NumPy, SciPy, StatsModels
Development Tools	Developer utilities	Code execution, debugging
File Processing	File operations	CSV, XLSX, JSON, Parquet parsing
GIS & Mapping	Geographic tools	Choropleth maps, geocoding
Internet & Networking	Web tools	Web search, web scraping, deep research
Multimedia & Graphics	Media creation	Image generation
Science/Research	Research tools	Academic data, public datasets
Scientific Computing	Math and statistics	SciPy, StatsModels, optimization
Security	Security tools	Credential management, encryption
System Administration	System tools	Configuration, monitoring
Terminals	Terminal access	Command execution
Text Processing	Text manipulation	Translation, rewriting, summarization
Utilities	General utilities	Date/time, conversion, validation
Financial AI	Financial analysis	11 AI analyst tools, backtesting, trading
Uncategorized	Other tools	Miscellaneous capabilities

Core tools

These are the most commonly used tools:

Tool	What it does
`write_cells`	Write data to spreadsheet cells
`execute_python`	Run Python code with full library access
`execute_sql`	Query connected databases
`analyze_data`	AI-driven data analysis
`clean_data`	Automated data cleaning
`echart` / `plotly` / `source_chart`	Create visualizations
`deep_research`	Multi-source web research synthesis
`web_search` / `google_search`	Search the internet
`data_finder`	Find public datasets
`make_pivot` / `edit_pivot`	Pivot table operations
`fill_handle` / `fill_blanks`	Auto-fill patterns and gaps
`create_workflow`	Build automated workflows
`add_credentials`	Store API keys and database passwords

Financial AI tools

Available on all plans for market analysis:

Tool	What it does
`fundamentals_analyst`	Financial statement analysis, ratios, valuations
`technical_analyst`	Chart patterns, indicators (SMA, RSI, MACD, Bollinger)
`sentiment_analyst`	News and social media sentiment scoring
`macro_analyst`	Interest rates, inflation, yield curve analysis
`portfolio_manager`	Portfolio optimization, Sharpe ratio, Holy Grail construction
`risk_manager`	VaR, drawdown analysis, stress testing
`backtester`	Historical strategy simulation
`monte_carlo`	Monte Carlo simulations for risk assessment
`geopolitical_news`	Real-time geopolitical event monitoring
`soothsayer_analyst`	Forward-looking market predictions
`dcf_analyst`	Discounted cash flow valuations
`correlation_analyst`	Cross-security correlation analysis
`factor_analyst`	Multi-factor quantitative scoring
`fund_manager`	Fund-level portfolio management
`futures_analyst`	Futures and options pricing (Black-Scholes, Heston, SABR)
`insider_trading_analyst`	Insider trading pattern detection
`investor_personality`	Style matching (Buffett, Graham, Wood, Ackman, Munger)
`liquidity_analyst`	Market liquidity and execution timing
`stress_tester`	Historical crisis scenario testing (2008, 2020, 2000, 1987)
`get_prices` / `data_api`	Real-time and historical financial data
`trade_execution_manager`	Robinhood integration for live trading
`robinhood_executor` / `robinhood_research_tool`	Direct Robinhood API tools for trading and research

How tools are selected

When you send a message, the AI:

Analyzes your intent
Selects the appropriate tool(s) from the library
Executes the tool with the right parameters
Returns results to your spreadsheet

You can also ask “What tools can you use?” to see available capabilities for your current context.

Getting started

Spreadsheet

AI features

Data science

Superagents

Tools

Visualizations

Templates

Connectors

Data

Collaboration

Stock trading

Financial analysis

Tool categories

Core tools

Financial AI tools

How tools are selected

​Tool categories

​Core tools

​Financial AI tools

​How tools are selected

Tool categories

Core tools

Financial AI tools

How tools are selected