@ontoboom/fibo

Capital markets + legal entities, aligned with the EDM Council's FIBO (Financial Industry Business Ontology, MIT License). Covers legal entity types with LEI/ISIN/CUSIP/FIGI identifiers, the full instrument hierarchy (equity, debt, derivatives, money market), markets and exchanges, portfolio positions, trade execution and settlement, corporate actions, credit ratings, and market indices/benchmarks. Built for agents that need to reason over investment data without per-vendor schema gymnastics.

40
Classes
22
Object properties
84
Data properties
0
Individuals

Connect this ontology

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MCP endpoint
https://mcp.ontoboom.com/o/@ontoboom/fibo@0.1.0
{
  "mcpServers": {
    "ontoboom": {
      "url": "https://mcp.ontoboom.com/o/@ontoboom/fibo@0.1.0",
      "transport": "sse"
    }
  }
}

Two manifest-derived tools are exposed in this iteration:list_entities anddescribe_entity. More tools (find_relationship, enumerate_values) ship as followups.

README

@ontoboom/fibo

A capital-markets ontology aligned with the FIBO — Financial Industry Business Ontology published by the EDM Council.

Attribution. This ontology is derived from and aligned with FIBO, published by the EDM Council, Inc. under the MIT License.

Copyright (c) EDM Council, Inc. Source: https://github.com/edmcouncil/fibo

This is an independently authored OntoBoom adaptation of FIBO concepts. It is not an official EDM Council artifact and is not affiliated with, sponsored by, or endorsed by the EDM Council. "FIBO" is a trademark of the EDM Council.

Coverage

  • Legal EntityCorporation, Partnership, Fund (Investment / MoneyMarket / Hedge), SpecialPurposeVehicle — identified by LEI (ISO 17442), with jurisdiction and legal-form metadata.
  • Financial InstrumentsEquity (CommonStock / PreferredStock), Debt (Bond / GovernmentBond / CorporateBond / Note / CommercialPaper), Derivative (Future / Option / Swap), MoneyMarketInstrument (TreasuryBill / RepurchaseAgreement). Identified by ISIN, CUSIP, SEDOL, FIGI.
  • MarketsExchange (MIC code, ISO 10383) and Market.
  • Issuance — links instruments to their legal-entity issuers.
  • Portfolio & PositionsPortfolio, Position (long/short, market value).
  • Trade Execution & SettlementTradeExecution (trade date, price, quantity, buy/sell sides) and Settlement (date, amount, status).
  • Corporate ActionsDividend, StockSplit, and the abstract CorporateAction with ex/record/pay dates.
  • Credit RatingCreditRating with agency enum (S&P / Moody's / Fitch / DBRS / Kroll), grade, outlook, and rating type.
  • Indices & BenchmarksIndex (S&P 500, FTSE 100 …) and Benchmark (SOFR, EURIBOR, SONIA …).

SHACL highlights

  • LegalEntity.leiCode must match the 20-char alphanumeric LEI pattern.
  • FinancialInstrument.isinCode must match the 12-char ISIN pattern (^[A-Z]{2}[A-Z0-9]{9}[0-9]$).
  • Exchange.micCode must match 4 uppercase letters (ISO 10383 MIC).
  • Position.positionType is enumerated long | short.
  • TradeExecution.tradeStatus is enumerated executed | cancelled | amended.
  • Settlement.settlementStatus is enumerated pending | settled | failed.
  • CreditRating.ratingAgency is enumerated S&P | Moody's | Fitch | DBRS | Kroll.
  • All monetary amounts (market value, settlement amount, strike price, face value, coupon) are >= 0.

Forking

For fixed-income-only workflows, fork and drop the Equity and Derivative sub-trees. For derivatives desks, extend Swap with InterestRateSwap / CreditDefaultSwap sub-classes and add a ReferenceObligation class linked via swapReferenceObligation.

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