FinToolSyn: A forward synthesis Framework for Financial Tool-Use Dialogue Data with Dynamic Tool Retrieval

Caishuang Huang, Yang Qiao, Rongyu Zhang, Junjie Ye, Pu Lu, Wuwenxi, Meng Zhou, Xiku Du, Qi Zhang, Tao Gui, Xuanjing Huang


Abstract
Tool-use capabilities are vital for Large Language Models (LLMs) in finance, a domain characterized by massive investment targets and data-intensive inquiries. However, existing data synthesis methods typically rely on a reverse synthesis paradigm, generating user queries from pre-sampled tools. This approach inevitably introduces artificial explicitness, yielding queries that fail to capture the implicit, event-driven nature of real-world needs. Moreover, its reliance on static tool sets overlooks the dynamic retrieval process required to navigate massive tool spaces. To address these challenges, we introduce FinToolSyn, a forward synthesis framework designed to generate high-quality financial dialogues. Progressing from persona instruction and atomic tool synthesis to dynamic retrieval dialogue generation, our pipeline constructs a repository of 43,066 tools and synthesizes over 148k dialogue instances, incorporating dynamic retrieval to emulate the noisy candidate sets typical of massive tool spaces. We also establish a dedicated benchmark to evaluate tool-calling capabilities in realistic financial scenarios. Extensive experiments demonstrate that models trained on FinToolSyn achieve a 21.06% improvement, providing a robust foundation for tool learning in financial scenarios.
Anthology ID:
2026.findings-acl.746
Volume:
Findings of the Association for Computational Linguistics: ACL 2026
Month:
July
Year:
2026
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San Diego, California, United States
Editors:
Maria Liakata, Viviane P. Moreira, Jiajun Zhang, David Jurgens
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Findings
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Publisher:
Association for Computational Linguistics
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Pages:
15153–15196
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https://preview.aclanthology.org/ingest-acl/2026.findings-acl.746/
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Cite (ACL):
Caishuang Huang, Yang Qiao, Rongyu Zhang, Junjie Ye, Pu Lu, Wuwenxi, Meng Zhou, Xiku Du, Qi Zhang, Tao Gui, and Xuanjing Huang. 2026. FinToolSyn: A forward synthesis Framework for Financial Tool-Use Dialogue Data with Dynamic Tool Retrieval. In Findings of the Association for Computational Linguistics: ACL 2026, pages 15153–15196, San Diego, California, United States. Association for Computational Linguistics.
Cite (Informal):
FinToolSyn: A forward synthesis Framework for Financial Tool-Use Dialogue Data with Dynamic Tool Retrieval (Huang et al., Findings 2026)
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