Sources Overview
Sources connect external systems to OMNI’s agentic runtime.Setup process
Use this sequence for reliable source onboarding:- Define the user intent and workflow outcome
- Choose source type (
mcp,api,custom) - Configure authentication and transport
- Apply permission constraints before enabling
- Test connectivity and tool discovery
- Validate behavior with a real prompt
Source Types
| Type | Best For | Typical Config |
|---|---|---|
| MCP | Tool ecosystems and protocol-native integrations | URL + transport + optional headers |
| API | OAuth/service providers | provider + scopes + credential flow |
| Custom | Your private services | endpoint + auth mode |
Runtime Lifecycle
- Source added via backend source APIs
- Status transitions:
disconnected->connecting->connected/error - Tool list discovered and attached to source metadata
- Session execution respects permission + preset gates
Financial-First Guidance
For market intelligence workflows, prefer first-party OMNI tools before external connectors. Start with:- Symbol and market tools
- Portfolio/model/factor tools
- News proxy tools