@cyanheads/openalex-mcp-server 0.7.16 → 0.9.0

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Files changed (63) hide show
  1. package/AGENTS.md +48 -33
  2. package/CLAUDE.md +48 -33
  3. package/Dockerfile +98 -33
  4. package/README.md +23 -16
  5. package/changelog/0.8.x/0.8.0.md +38 -0
  6. package/changelog/0.9.x/0.9.0.md +48 -0
  7. package/dist/index.js +1 -1
  8. package/dist/index.js.map +1 -1
  9. package/dist/mcp-server/prompts/definitions/literature-review.prompt.js +1 -1
  10. package/dist/mcp-server/prompts/definitions/research-landscape.prompt.js +1 -1
  11. package/dist/mcp-server/tools/definitions/analyze-trends.tool.d.ts +28 -3
  12. package/dist/mcp-server/tools/definitions/analyze-trends.tool.d.ts.map +1 -1
  13. package/dist/mcp-server/tools/definitions/analyze-trends.tool.js +57 -10
  14. package/dist/mcp-server/tools/definitions/analyze-trends.tool.js.map +1 -1
  15. package/dist/mcp-server/tools/definitions/citation-graph.tool.d.ts +62 -5
  16. package/dist/mcp-server/tools/definitions/citation-graph.tool.d.ts.map +1 -1
  17. package/dist/mcp-server/tools/definitions/citation-graph.tool.js +100 -52
  18. package/dist/mcp-server/tools/definitions/citation-graph.tool.js.map +1 -1
  19. package/dist/mcp-server/tools/definitions/describe-fields.tool.d.ts.map +1 -1
  20. package/dist/mcp-server/tools/definitions/describe-fields.tool.js +34 -4
  21. package/dist/mcp-server/tools/definitions/describe-fields.tool.js.map +1 -1
  22. package/dist/mcp-server/tools/definitions/resolve-name.tool.d.ts +38 -2
  23. package/dist/mcp-server/tools/definitions/resolve-name.tool.d.ts.map +1 -1
  24. package/dist/mcp-server/tools/definitions/resolve-name.tool.js +176 -41
  25. package/dist/mcp-server/tools/definitions/resolve-name.tool.js.map +1 -1
  26. package/dist/mcp-server/tools/definitions/search-entities.tool.d.ts +75 -4
  27. package/dist/mcp-server/tools/definitions/search-entities.tool.d.ts.map +1 -1
  28. package/dist/mcp-server/tools/definitions/search-entities.tool.js +169 -73
  29. package/dist/mcp-server/tools/definitions/search-entities.tool.js.map +1 -1
  30. package/dist/mcp-server/tools/render-budget.d.ts +4 -2
  31. package/dist/mcp-server/tools/render-budget.d.ts.map +1 -1
  32. package/dist/mcp-server/tools/render-budget.js +4 -2
  33. package/dist/mcp-server/tools/render-budget.js.map +1 -1
  34. package/dist/mcp-server/tools/render-entity-record.d.ts +12 -1
  35. package/dist/mcp-server/tools/render-entity-record.d.ts.map +1 -1
  36. package/dist/mcp-server/tools/render-entity-record.js +23 -8
  37. package/dist/mcp-server/tools/render-entity-record.js.map +1 -1
  38. package/dist/mcp-server/tools/response-budget.d.ts +160 -0
  39. package/dist/mcp-server/tools/response-budget.d.ts.map +1 -0
  40. package/dist/mcp-server/tools/response-budget.js +489 -0
  41. package/dist/mcp-server/tools/response-budget.js.map +1 -0
  42. package/dist/services/openalex/budget.d.ts +3 -1
  43. package/dist/services/openalex/budget.d.ts.map +1 -1
  44. package/dist/services/openalex/budget.js +3 -1
  45. package/dist/services/openalex/budget.js.map +1 -1
  46. package/dist/services/openalex/field-catalog.json +50 -1
  47. package/dist/services/openalex/filter-values.d.ts +46 -0
  48. package/dist/services/openalex/filter-values.d.ts.map +1 -0
  49. package/dist/services/openalex/filter-values.js +294 -0
  50. package/dist/services/openalex/filter-values.js.map +1 -0
  51. package/dist/services/openalex/iso-codes.json +1565 -0
  52. package/dist/services/openalex/openalex-service.d.ts +181 -16
  53. package/dist/services/openalex/openalex-service.d.ts.map +1 -1
  54. package/dist/services/openalex/openalex-service.js +593 -141
  55. package/dist/services/openalex/openalex-service.js.map +1 -1
  56. package/dist/services/openalex/provider-text.d.ts +13 -5
  57. package/dist/services/openalex/provider-text.d.ts.map +1 -1
  58. package/dist/services/openalex/provider-text.js +799 -51
  59. package/dist/services/openalex/provider-text.js.map +1 -1
  60. package/dist/services/openalex/types.d.ts +1 -1
  61. package/dist/services/openalex/types.js +1 -1
  62. package/package.json +16 -13
  63. package/server.json +10 -24
@@ -3,11 +3,12 @@
3
3
  * @module services/openalex/openalex-service
4
4
  */
5
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  import { conflict, forbidden, invalidParams, invalidRequest, JsonRpcErrorCode, McpError, notFound, rateLimited, serviceUnavailable, timeout, unauthorized, validationError, } from '@cyanheads/mcp-ts-core/errors';
6
- import { fetchWithTimeout, httpStatusToErrorCode, withRetry } from '@cyanheads/mcp-ts-core/utils';
6
+ import { defaultIsTransient, fetchWithTimeout, httpStatusToErrorCode, withRetry, } from '@cyanheads/mcp-ts-core/utils';
7
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  import { getServerConfig } from '../../config/server-config.js';
8
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  import { mergeUpstreamBudget, parseUpstreamBudget } from './budget.js';
9
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  import fieldCatalog from './field-catalog.json' with { type: 'json' };
10
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  import { rankFields } from './field-ranker.js';
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+ import { quoteCallerText, quotedCommaValue, upstreamFilterValue } from './filter-values.js';
11
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  import { normalizeProviderText, normalizeProviderValue } from './provider-text.js';
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  import { DEFAULT_SELECT, ENTITY_TYPES, } from './types.js';
13
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  import { redactUrlsInMessage } from './url-redaction.js';
@@ -37,27 +38,35 @@ const BOOLEAN_GROUP_BY_FIELDS = new Set([
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  * canonical key. A record would hold only the last of them.
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  *
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  * Comma handling (commas collide with OpenAlex's filter clause separator):
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- * - `*.search` keys: wrap the value in double quotes for faithful phrase passthrough
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- * (skip if already quoted).
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+ * - Free-text search keys (`title.search`, `abstract.search.exact`, `semantic.search`, …) and
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+ * keys matched as whole text (`raw_affiliation_strings`, `display_name`, `geo.city`, …): the
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+ * value goes out double-quoted as `quotedCommaValue()` writes it, so the comma stays part of the
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+ * phrase. The quoted value is sent as written, `+` included.
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  * - All other keys: throw a pre-flight validation error — OpenAlex OR-lists use `|`, not commas.
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+ *
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+ * Every other value goes out as `upstreamFilterValue()` writes it: country and `language` values
48
+ * converted to the codes OpenAlex stores (a country segment that cannot be a code throws
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+ * `invalid_country_code`), a multi-word value on a key matched as whole text (`geo.city`,
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+ * `awards.funder_display_name`, …) double-quoted so OpenAlex reads it as one phrase, and the AND
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+ * operator — a `+`, or a space on a key where words mean AND — sent as the AND it spells. A value
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+ * that puts that operator beside a `|` throws `mixed_and_or_in_filter_value`, since OpenAlex drops
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+ * every `|` alternative that ANDs more than one value; a value sent double-quoted that carries a
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+ * `"` of its own throws `quote_in_filter_value`. Every throw runs before any request.
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+ * `autocomplete()` sends its filters without `translateFilters()`, so the conversion lives here
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+ * rather than there.
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+ *
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+ * Exported for the timing suite, which runs it on caller-sized keys and values.
43
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  */
44
- function buildFilterString(filters, ctx) {
60
+ export function buildFilterString(filters) {
45
61
  return filters
46
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  .map(([key, value]) => {
47
63
  if (value.includes(',')) {
48
- if (key.endsWith('.search')) {
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- // Phrase passthrough: double-quote wrapping preserves the comma as free-text.
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- const quoted = value.startsWith('"') && value.endsWith('"') ? value : `"${value}"`;
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- return `${key}:${quoted}`;
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- }
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- // Non-search key: comma is a caller error — OpenAlex uses | for OR, not comma.
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- throw invalidParams(`Filter \`${key}\` value contains a comma, which OpenAlex reads as a filter separator. Use \`|\` for OR (e.g. \`2020|2021\`), or a \`.search\` filter or the \`query\` parameter for free text.`, {
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- ...ctx.recoveryFor('comma_in_filter_value'),
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- reason: 'comma_in_filter_value',
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- filterKey: key,
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- });
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+ const phrase = quotedCommaValue(key, value);
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+ if (phrase !== undefined)
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+ return `${key}:${phrase}`;
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+ throw invalidParams(`Filter ${quoteCallerText(key)} value contains a comma, which OpenAlex reads as a filter separator. Use \`|\` for OR (e.g. \`2020|2021\`); a free-text search filter (such as \`title.search\` or \`abstract.search.exact\`) or a field matched as whole text (such as \`raw_affiliation_strings\` or \`display_name\`) takes a phrase that holds a comma.`, { reason: 'comma_in_filter_value', filterKey: key });
59
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  }
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- return `${key}:${value}`;
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+ return `${key}:${upstreamFilterValue(key, value)}`;
61
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  })
62
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  .join(',');
63
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  }
@@ -93,27 +102,85 @@ const PMC_URL_PATTERN = /^https?:\/\/(?:www\.)?(?:pmc\.ncbi\.nlm\.nih\.gov|ncbi\
93
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  */
94
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  export const PMCID_NOT_INDEXED_HINT = 'OpenAlex indexes no PMCIDs, so a PMCID resolves nothing however it is written. Convert it to a PMID or DOI — the NCBI ID Converter (https://www.ncbi.nlm.nih.gov/pmc/tools/idconv/) does this — and retry with that identifier.';
95
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  /**
96
- * A keyword's own OpenAlex URL. Keywords are the only `ENTITY_TYPES` member OpenAlex addresses
97
- * by slug rather than a native letter-and-number ID, and their URL spells out the `keywords/`
98
- * path segment the endpoint already supplies — so stripping the host alone builds
99
- * `/keywords/keywords/<slug>`, which 404s, and the ID a search returns cannot be fed back into
100
- * its own lookup. The host is anchored on both ends so a look-alike domain is never read as
101
- * OpenAlex, and the slug group requires at least one character so a slugless path stays unrouted.
102
- */
103
- const OPENALEX_KEYWORD_URL_PATTERN = /^https:\/\/openalex\.org\/keywords\/([^/?#]+)\/?$/i;
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- /**
105
- * Prefix `normalizeId()` emits → the single entity type that identifier scheme addresses.
106
- * Every external scheme OpenAlex indexes belongs to exactly one entity type, which is what
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- * lets an identifier resolve without the caller naming a type.
108
- */
109
- const ENTITY_TYPE_BY_ID_PREFIX = {
110
- doi: 'works',
111
- issn: 'sources',
112
- orcid: 'authors',
113
- pmcid: 'works',
114
- pmid: 'works',
115
- ror: 'institutions',
105
+ * The start of an OpenAlex URL — `openalex.org`, `www.openalex.org`, or `api.openalex.org`, with
106
+ * an `http(s)://` scheme or none — gating the `URL` parse in `parseOpenAlexUrl()`. The lookahead
107
+ * anchors the host on the right, so a look-alike that only starts with it (`openalex.org.example`,
108
+ * `openalex.org:8443`) is never parsed, and the scheme anchors it on the left.
109
+ */
110
+ const OPENALEX_URL_START = /^(?:https?:\/\/)?(?:www\.|api\.)?openalex\.org(?=[/?#]|$)/i;
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+ /** A native OpenAlex ID — one letter, then digits (`W2741809807`, the legacy venue `V137773608`). */
112
+ const NATIVE_ID_PATTERN = /^[a-z]\d+$/i;
113
+ /**
114
+ * Read the one ID an OpenAlex URL carries — a record page (`https://openalex.org/works/W…`), an
115
+ * API URL (`https://api.openalex.org/works/W…`), the short form (`https://openalex.org/W…`), or
116
+ * a keyword's `…/keywords/<slug>` — over `http://`, `https://`, or no scheme, ignoring a trailing
117
+ * `/`, the query string, and the fragment. The path must be `/<ID>` or `/<entity type>/<ID>`, a
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+ * slug under `/keywords/`; anything else returns undefined and is left as the caller wrote it.
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+ *
120
+ * Keywords are the one entity type OpenAlex addresses by slug, so their URL is the only spelling
121
+ * that identifies a keyword — and the entity-type segment has to go either way, since the request
122
+ * path supplies it again. A native ID's letter is upper-cased: OpenAlex IDs are upper-case, and
123
+ * the URL already says the value is one. A value with whitespace inside is refused before the
124
+ * parse, which would otherwise drop tabs and line breaks and join the pieces into an ID.
125
+ */
126
+ function parseOpenAlexUrl(value) {
127
+ if (!OPENALEX_URL_START.test(value) || /\s/.test(value))
128
+ return;
129
+ const { pathname } = new URL(/^https?:\/\//i.test(value) ? value : `https://${value}`);
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+ const path = pathname.endsWith('/') ? pathname.slice(0, -1) : pathname;
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+ const [first = '', second, ...rest] = path.split('/').slice(1);
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+ if (rest.length > 0)
133
+ return;
134
+ if (second === undefined) {
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+ return NATIVE_ID_PATTERN.test(first) ? nativeId(first) : undefined;
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+ }
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+ const entityType = first.toLowerCase();
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+ if (!isEntityType(entityType))
139
+ return;
140
+ if (entityType === 'keywords')
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+ return second ? { id: second, kind: 'keyword' } : undefined;
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+ return NATIVE_ID_PATTERN.test(second) ? nativeId(second) : undefined;
143
+ }
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+ function nativeId(id) {
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+ return { id: `${id.charAt(0).toUpperCase()}${id.slice(1)}`, kind: 'native' };
146
+ }
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+ function isEntityType(value) {
148
+ return ENTITY_TYPES.includes(value);
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+ }
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+ /**
151
+ * Prefix `normalizeId()` emits → the entity types an identifier of that scheme can address, in
152
+ * the order `inferIdentifier()` looks them up. Most schemes belong to one type. A ROR names an
153
+ * organization, and OpenAlex keeps an organization's institution, funder, and publisher records
154
+ * apart under the same ROR — NSF's `021nxhr62` is all three — so a ROR can address any of them.
155
+ */
156
+ const ENTITY_TYPES_BY_ID_PREFIX = {
157
+ doi: ['works'],
158
+ issn: ['sources'],
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+ orcid: ['authors'],
160
+ pmcid: ['works'],
161
+ pmid: ['works'],
162
+ ror: ['institutions', 'funders', 'publishers'],
116
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  };
164
+ /**
165
+ * The Crossref Funder Registry's DOI prefix. Funders are keyed by these DOIs, which OpenAlex's
166
+ * `/funders/doi:` path does not resolve — only the `ids.doi` filter matches them, with the bare
167
+ * DOI. A few thousand works carry one too, by mis-attribution, so a funder DOI still reaches a
168
+ * work when the caller asks for works.
169
+ */
170
+ const FUNDER_REGISTRY_DOI_PREFIX = '10.13039/';
171
+ /**
172
+ * A DOI the funder `ids.doi` filter can match as one literal value: a DOI shape with nothing in
173
+ * it that filter syntax reads as structure — `|` (OR), `+` (AND), `,` (clause separator), or
174
+ * whitespace. A leading `!`, `<`, or `>` fails the `10.` anchor.
175
+ */
176
+ const FUNDER_DOI_FILTER_VALUE = /^10\.\d{4,}\/[^\s,|+]+$/;
177
+ /**
178
+ * The filter clause that matches a funder by its bare DOI, or undefined for a value that clause
179
+ * would read as more than one literal DOI — it could only match some other funder, or every one.
180
+ */
181
+ export function funderDoiFilter(doi) {
182
+ return FUNDER_DOI_FILTER_VALUE.test(doi) ? `ids.doi:${doi}` : undefined;
183
+ }
117
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  /**
118
185
  * Detect ID format and return the API path segment.
119
186
  * "10.1038/nature12373" → "doi:10.1038/nature12373"
@@ -127,20 +194,16 @@ const ENTITY_TYPE_BY_ID_PREFIX = {
127
194
  * "https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1234567/" → "pmcid:PMC1234567"
128
195
  * "https://pubmed.ncbi.nlm.nih.gov/21491125" → "pmid:21491125"
129
196
  * "PMID:21491125" → "pmid:21491125"
130
- * "https://openalex.org/keywords/groundwater" → "groundwater"
197
+ * "https://openalex.org/works/W2741809807" → "W2741809807"
198
+ * "https://api.openalex.org/keywords/groundwater" → "groundwater"
131
199
  * "W2741809807" → "W2741809807"
132
200
  */
133
201
  export function normalizeId(id) {
134
202
  const trimmed = id.trim();
135
- // Keyword URL → its bare slug. Runs ahead of the generic OpenAlex strip, which would leave
136
- // the `keywords/` segment in place and double it against the endpoint path.
137
- const keywordSlug = OPENALEX_KEYWORD_URL_PATTERN.exec(trimmed)?.[1];
138
- if (keywordSlug) {
139
- return keywordSlug;
140
- }
141
- // Full OpenAlex URL
142
- if (trimmed.startsWith('https://openalex.org/')) {
143
- return trimmed.replace('https://openalex.org/', '');
203
+ // OpenAlex URL → the bare ID or keyword slug it carries (see parseOpenAlexUrl)
204
+ const openAlexId = parseOpenAlexUrl(trimmed);
205
+ if (openAlexId) {
206
+ return openAlexId.id;
144
207
  }
145
208
  // DOI URL
146
209
  if (trimmed.startsWith('https://doi.org/')) {
@@ -196,7 +259,7 @@ export function normalizeId(id) {
196
259
  const colon = trimmed.indexOf(':');
197
260
  if (colon > 0) {
198
261
  const scheme = trimmed.slice(0, colon).toLowerCase();
199
- if (Object.hasOwn(ENTITY_TYPE_BY_ID_PREFIX, scheme)) {
262
+ if (Object.hasOwn(ENTITY_TYPES_BY_ID_PREFIX, scheme)) {
200
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  return `${scheme}${trimmed.slice(colon)}`;
201
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  }
202
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  }
@@ -218,10 +281,70 @@ const ENTITY_TYPE_BY_ID_LETTER = {
218
281
  * as *filter values* are deliberately absent here. `C` (the deprecated Concepts entity) and `G`
219
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  * are not in `ENTITY_TYPES`, so there is no endpoint to fetch one from. `K` is in `ENTITY_TYPES`,
220
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  * but OpenAlex identifies keywords by slug and emits no numeric K-prefixed IDs, so routing that
221
- * shape addressed nothing — `OPENALEX_KEYWORD_URL_PATTERN` is the keyword identifier. All three
222
- * fall through to autocomplete rather than being routed to a path that would 404.
284
+ * shape addressed nothing — a keyword URL is the keyword identifier. All three fall through to
285
+ * autocomplete rather than being routed to a path that would 404.
223
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  */
224
287
  const ROUTABLE_OPENALEX_ID = /^([AFIPSTW])\d+$/;
288
+ /**
289
+ * A native ID whose letter names the entity type that holds it — every routable letter plus `C`,
290
+ * a concept ID, which names a type this server does not serve. Read case-insensitively: OpenAlex
291
+ * answers a lower-case ID as it does the upper-case one. `V` (a legacy venue ID that still
292
+ * resolves under `/sources/`), `K`, and `G` are absent, so `search()` checks none of them.
293
+ */
294
+ const LETTERED_OPENALEX_ID = /^([ACFIPSTW])\d+$/i;
295
+ /**
296
+ * Refuse a native ID whose letter names a different entity type than the lookup's. No record of
297
+ * one type carries another type's letter and every cross-letter lookup 404s upstream, so the
298
+ * request could only fail as a generic not-found; this names the type the ID belongs to instead.
299
+ *
300
+ * Keywords are exempt: their IDs are slugs, and real ones are shaped like native IDs (`P53`,
301
+ * `F1`, `S1`, `A1`), so on a keyword lookup a letter names nothing.
302
+ */
303
+ function assertIdMatchesEntityType(id, entityType) {
304
+ const letter = entityType === 'keywords' ? undefined : LETTERED_OPENALEX_ID.exec(id)?.[1];
305
+ if (letter === undefined)
306
+ return;
307
+ const idType = ENTITY_TYPE_BY_ID_LETTER[letter.toUpperCase()];
308
+ if (idType === entityType)
309
+ return;
310
+ const requested = `it identifies no record among ${entityType}`;
311
+ const shown = capIdEcho(id);
312
+ throw validationError(idType
313
+ ? `${shown} is an OpenAlex ${idType.replace(/s$/, '')} ID, which entity_type "${idType}" looks up — ${requested}.`
314
+ : `${shown} is an OpenAlex concept ID — concepts are a deprecated OpenAlex entity type this server does not serve, so ${requested}.`, { reason: 'id_type_mismatch', id, entityType, ...(idType ? { idEntityType: idType } : {}) });
315
+ }
316
+ /**
317
+ * Characters a URL parse reads as structure rather than as part of a by-ID path's ID: `?` and
318
+ * `#` end the path, `\` separates segments on an `https:` URL, and tab, line feed, and carriage
319
+ * return are dropped outright, joining what they separated.
320
+ */
321
+ const ID_PATH_STRUCTURE = /[?#\\\t\n\r]/g;
322
+ /** A `.` or `..` path segment in any spelling a URL parse resolves — `%2e` is a dot. */
323
+ const DOT_SEGMENT = /^(?:\.|%2e){1,2}$/i;
324
+ /** The most of a refused `id` an error message quotes; `data.id` keeps it whole. */
325
+ const ID_ECHO_MAX_CHARS = 200;
326
+ /** A refused `id` cut to `ID_ECHO_MAX_CHARS`, so a caller-sized one cannot bloat the message. */
327
+ function capIdEcho(id) {
328
+ return id.length > ID_ECHO_MAX_CHARS ? `${id.slice(0, ID_ECHO_MAX_CHARS)}…` : id;
329
+ }
330
+ /**
331
+ * The by-ID request path for `id`: `/<entityType>/<id>`, with every character a URL parse would
332
+ * read as structure percent-encoded so it stays part of the ID. OpenAlex decodes them back, so a
333
+ * DOI that holds a `#` or `?` reaches the record it names instead of a truncated one.
334
+ *
335
+ * A `.` or `..` segment, plain or percent-encoded, is refused before any request, since encoding
336
+ * cannot keep it inside the path. `/` is left as written, since DOIs carry it, and an encoded
337
+ * `%2F` is one segment to both the parse and OpenAlex. The refusal quotes `callerId`, the
338
+ * identifier as the caller wrote it, rather than the normalized `id` (`doi:…` for a DOI URL).
339
+ */
340
+ export function byIdPath(entityType, id, callerId = id) {
341
+ const encoded = id.replace(ID_PATH_STRUCTURE, encodeURIComponent);
342
+ const dots = encoded.split('/').find((segment) => DOT_SEGMENT.test(segment));
343
+ if (dots !== undefined) {
344
+ throw validationError(`id ${JSON.stringify(capIdEcho(callerId))} holds a "${dots}" path segment, which a ${entityType} lookup by ID does not accept.`, { reason: 'id_dot_segment', id: callerId, entityType });
345
+ }
346
+ return `/${entityType}/${encoded}`;
347
+ }
225
348
  /**
226
349
  * Classify a query as an identifier, or return `undefined` for a name.
227
350
  *
@@ -230,26 +353,47 @@ const ROUTABLE_OPENALEX_ID = /^([AFIPSTW])\d+$/;
230
353
  * it produced. Names never survive that: a name with a colon in it yields a prefix that is in no
231
354
  * scheme table, and anything else fails the native-ID pattern.
232
355
  *
233
- * Keywords are the exception, and are read from the raw query instead: their IDs are slugs, so
234
- * `normalizeId()` reduces the URL to a bare word that no longer names an entity type. The URL
235
- * form is the only keyword spelling that identifies itself — a bare slug is indistinguishable
236
- * from any other name, and autocomplete is the right answer for it.
237
- */
238
- export function inferIdentifier(query) {
239
- const keywordSlug = OPENALEX_KEYWORD_URL_PATTERN.exec(query.trim())?.[1];
240
- if (keywordSlug) {
241
- return { entityType: 'keywords', id: keywordSlug, scheme: 'openalex' };
356
+ * Keywords are the exception, and are read from the URL before it is reduced: their IDs are
357
+ * slugs, so `normalizeId()` turns the URL into a bare word that no longer names an entity type.
358
+ * The URL form is the only keyword spelling that identifies itself — a bare slug is
359
+ * indistinguishable from any other name, and autocomplete is the right answer for it.
360
+ *
361
+ * `requested` (the caller's `entity_type`) narrows an identifier only among the types it can
362
+ * address: a ROR to one of institutions, funders, and publishers, and a Funder Registry DOI to
363
+ * works. Any other type leaves the identifier's own types in place — except `keywords`, under
364
+ * which a bare native-ID shape is a name: keyword IDs are slugs, and `P53` is a keyword.
365
+ */
366
+ export function inferIdentifier(query, requested) {
367
+ const trimmed = query.trim();
368
+ const fromUrl = parseOpenAlexUrl(trimmed);
369
+ if (fromUrl?.kind === 'keyword') {
370
+ return { entityTypes: ['keywords'], id: fromUrl.id, scheme: 'openalex' };
242
371
  }
243
- const normalized = normalizeId(query);
372
+ if (fromUrl)
373
+ return nativeIdentifier(fromUrl.id);
374
+ const normalized = normalizeId(trimmed);
244
375
  const colon = normalized.indexOf(':');
245
376
  if (colon > 0) {
246
377
  const scheme = normalized.slice(0, colon).toLowerCase();
247
- const entityType = ENTITY_TYPE_BY_ID_PREFIX[scheme];
248
- return entityType ? { entityType, id: normalized, scheme } : undefined;
378
+ const types = ownEntry(ENTITY_TYPES_BY_ID_PREFIX, scheme);
379
+ if (!types)
380
+ return;
381
+ if (scheme === 'doi' && normalized.startsWith(FUNDER_REGISTRY_DOI_PREFIX, colon + 1)) {
382
+ return { entityTypes: [requested === 'works' ? 'works' : 'funders'], id: normalized, scheme };
383
+ }
384
+ const entityTypes = requested !== undefined && types.includes(requested) ? [requested] : types;
385
+ return { entityTypes, id: normalized, scheme };
249
386
  }
250
- const letter = ROUTABLE_OPENALEX_ID.exec(normalized)?.[1];
387
+ if (requested === 'keywords')
388
+ return;
389
+ const native = nativeIdentifier(normalized);
390
+ return native && { ...native, mayBeName: true };
391
+ }
392
+ /** A routable native OpenAlex ID as the identifier it is, or undefined for any other value. */
393
+ function nativeIdentifier(id) {
394
+ const letter = ROUTABLE_OPENALEX_ID.exec(id)?.[1];
251
395
  const entityType = letter ? ENTITY_TYPE_BY_ID_LETTER[letter] : undefined;
252
- return entityType ? { entityType, id: normalized, scheme: 'openalex' } : undefined;
396
+ return entityType ? { entityTypes: [entityType], id, scheme: 'openalex' } : undefined;
253
397
  }
254
398
  /**
255
399
  * Reconstruct abstract text from OpenAlex's inverted index format.
@@ -289,8 +433,47 @@ function normalizeEntityRecord(record) {
289
433
  abstract: normalizeProviderText(reconstructAbstract(abstract_inverted_index)),
290
434
  };
291
435
  }
292
- function normalizeEntityRecords(results) {
293
- return results.map(normalizeEntityRecord);
436
+ /** A string field of `value`, or null when it is absent or not a string. */
437
+ function stringOrNull(value, key) {
438
+ const field = value[key];
439
+ return typeof field === 'string' ? field : null;
440
+ }
441
+ /** One `author_list` entry: the authorship's author as `{id, display_name, orcid}`. */
442
+ function authorListEntry(authorship) {
443
+ const author = isRecord(authorship) && isRecord(authorship.author) ? authorship.author : {};
444
+ return {
445
+ id: stringOrNull(author, 'id'),
446
+ display_name: stringOrNull(author, 'display_name'),
447
+ orcid: stringOrNull(author, 'orcid'),
448
+ };
449
+ }
450
+ function authorListShape(entityType, select) {
451
+ if (entityType !== 'works' || !select?.includes(AUTHOR_LIST_FIELD))
452
+ return;
453
+ return {
454
+ keepAuthorships: select.some((field) => field === '*' ||
455
+ (field !== AUTHOR_LIST_FIELD && translateSelectField('works', field) === 'authorships')),
456
+ };
457
+ }
458
+ /**
459
+ * Add `author_list` to a normalized works record, derived from its `authorships`, and drop
460
+ * `authorships` unless the caller selected it too. A record OpenAlex returned without
461
+ * `authorships` gets no `author_list` — there is nothing to derive it from.
462
+ */
463
+ function withAuthorList(record, shape) {
464
+ const { authorships, ...rest } = record;
465
+ if (!Array.isArray(authorships))
466
+ return record;
467
+ return {
468
+ ...(shape.keepAuthorships ? record : rest),
469
+ [AUTHOR_LIST_FIELD]: authorships.map(authorListEntry),
470
+ };
471
+ }
472
+ function normalizeEntityRecords(results, authorList) {
473
+ return results.map((record) => {
474
+ const normalized = normalizeEntityRecord(record);
475
+ return authorList ? withAuthorList(normalized, authorList) : normalized;
476
+ });
294
477
  }
295
478
  function normalizeAutocompleteRecords(results) {
296
479
  return results.map((r) => normalizeProviderValue(r));
@@ -380,13 +563,22 @@ export function toAutocompleteRecord(entityType, record) {
380
563
  * output validation downstream of a successful API call.
381
564
  */
382
565
  const REQUIRED_SEARCH_FIELDS = ['id', 'display_name'];
566
+ /**
567
+ * The works `select` field the server derives rather than projects: each authorship's author as
568
+ * `{id, display_name, orcid}`, from the `authorships` it requests in its place. Not an upstream
569
+ * field, so it is never forwarded, and neither the default projection nor `*` includes it.
570
+ */
571
+ export const AUTHOR_LIST_FIELD = 'author_list';
383
572
  /**
384
573
  * Works-only `select` field aliases. LLM callers reach for intuitive names that don't match
385
574
  * OpenAlex's vocabulary; renaming on the way out keeps tool ergonomics aligned with caller
386
- * priors. Pure key renames — no value transformation. Canonical names pass through unchanged.
575
+ * priors. Canonical names pass through unchanged. Two names arrive under another key:
576
+ * `abstract`, reconstructed from `abstract_inverted_index`, and `author_list`, reduced from
577
+ * `authorships` — every other alias is a pure key rename.
387
578
  */
388
579
  const SELECT_ALIASES_WORKS = {
389
580
  abstract: 'abstract_inverted_index',
581
+ [AUTHOR_LIST_FIELD]: 'authorships',
390
582
  authors: 'authorships',
391
583
  year: 'publication_year',
392
584
  };
@@ -403,16 +595,26 @@ const SELECT_ALIASES_SUMMARY_STATS = {
403
595
  i10_index: 'summary_stats',
404
596
  };
405
597
  /**
406
- * Entity types that expose `summary_stats`, verified against `api.openalex.org`. `works`,
407
- * `topics`, and `keywords` carry no such field and reject it in `select`, so they get no
408
- * alias map — the upstream 400 is the correct answer there.
598
+ * Sources-only `select` aliases: the `summary_stats` leaves, plus `publisher`. OpenAlex names a
599
+ * journal's publisher `host_organization_name` — for a repository it names the hosting
600
+ * institution — and token-overlap suggestions cannot reach it from `publisher`. Select only: the
601
+ * filter, sort, and group_by sides have no single target (`host_organization` and
602
+ * `host_organization_lineage` both read as "publisher"), so `publisher` there keeps its 400.
603
+ */
604
+ const SELECT_ALIASES_SOURCES = {
605
+ ...SELECT_ALIASES_SUMMARY_STATS,
606
+ publisher: 'host_organization_name',
607
+ };
608
+ /**
609
+ * Entity types besides sources that expose `summary_stats`, verified against
610
+ * `api.openalex.org`. `works`, `topics`, and `keywords` carry no such field and reject it in
611
+ * `select`, so they get no alias map — the upstream 400 is the correct answer there.
409
612
  */
410
613
  const SUMMARY_STATS_ENTITY_TYPES = new Set([
411
614
  'authors',
412
615
  'funders',
413
616
  'institutions',
414
617
  'publishers',
415
- 'sources',
416
618
  ]);
417
619
  /**
418
620
  * Works-only `filter` key aliases. Same shape as `SELECT_ALIASES_WORKS` — LLM callers reach
@@ -432,19 +634,45 @@ const FILTER_ALIASES_WORKS = {
432
634
  * name. Keeps tool ergonomics symmetric with the response shape.
433
635
  *
434
636
  * Renames are fail-open: an unmapped name passes through and surfaces upstream's 400 with
435
- * its valid-field list. Several leaves can share one parent, so the list is deduped after
436
- * aliasing rather than before.
637
+ * its valid-field list. Several names can share one upstream field (summary_stats leaves;
638
+ * `author_list` beside `authorships`), so the list is deduped after aliasing rather than before.
437
639
  */
438
640
  function translateSelect(entityType, fields) {
439
- const withRequired = Array.from(new Set([...REQUIRED_SEARCH_FIELDS, ...fields]));
641
+ const upstream = [...REQUIRED_SEARCH_FIELDS, ...fields].map((field) => translateSelectField(entityType, field));
642
+ return Array.from(new Set(upstream));
643
+ }
644
+ /**
645
+ * The upstream field one caller-supplied `select` name projects to — `authors` and
646
+ * `author_list` → `authorships` on works, `publisher` → `host_organization_name` on sources,
647
+ * `h_index` → `summary_stats` where that object exists; any other name unchanged.
648
+ */
649
+ function translateSelectField(entityType, field) {
440
650
  const aliases = entityType === 'works'
441
651
  ? SELECT_ALIASES_WORKS
442
- : SUMMARY_STATS_ENTITY_TYPES.has(entityType)
443
- ? SELECT_ALIASES_SUMMARY_STATS
444
- : undefined;
445
- if (!aliases)
446
- return withRequired;
447
- return Array.from(new Set(withRequired.map((field) => aliases[field] ?? field)));
652
+ : entityType === 'sources'
653
+ ? SELECT_ALIASES_SOURCES
654
+ : SUMMARY_STATS_ENTITY_TYPES.has(entityType)
655
+ ? SELECT_ALIASES_SUMMARY_STATS
656
+ : undefined;
657
+ return ownEntry(aliases, field) ?? field;
658
+ }
659
+ /**
660
+ * The record key one caller-supplied `select` name lands under: `author_list` keeps its own
661
+ * name; any other name lands under the upstream field it projects (`authors` → `authorships`).
662
+ * Exported so a tool can find the array a one-field projection returns.
663
+ */
664
+ export function selectRecordKey(entityType, field) {
665
+ return entityType === 'works' && field === AUTHOR_LIST_FIELD
666
+ ? field
667
+ : translateSelectField(entityType, field);
668
+ }
669
+ /**
670
+ * A table's own entry for `key`, or undefined. The alias and scheme tables are plain object
671
+ * literals, so a bracket read of a caller-supplied `constructor` or `__proto__` returns the
672
+ * inherited `Object.prototype` member instead of missing.
673
+ */
674
+ function ownEntry(table, key) {
675
+ return table !== undefined && Object.hasOwn(table, key) ? table[key] : undefined;
448
676
  }
449
677
  /**
450
678
  * Resolve the upstream `select` projection for an entity request — applied identically to
@@ -463,19 +691,26 @@ function resolveSelect(entityType, select) {
463
691
  return translateSelect(entityType, select?.length ? select : DEFAULT_SELECT[entityType]);
464
692
  }
465
693
  /**
466
- * Match a single bare or URL-form OpenAlex ID. Combined with pipe-splitting in
467
- * `isOpenAlexFilterValue` to detect OR-joined ID lists.
694
+ * A bare OpenAlex ID the `openalex` filter accepts as a value, in either case. Combined with
695
+ * `parseOpenAlexUrl()` for the URL spellings and with pipe-splitting in `isOpenAlexFilterValue`
696
+ * to detect OR-joined ID lists.
468
697
  */
469
- const OPENALEX_ID_VALUE_PATTERN = /^(?:https:\/\/openalex\.org\/)?[WAISTKPFCG]\d+$/;
698
+ const OPENALEX_ID_VALUE_PATTERN = /^[WAISTKPFCG]\d+$/i;
470
699
  /**
471
- * Detect a value the `id:` filter would carry — a bare or URL-form OpenAlex ID, optionally
472
- * pipe-joined for OR semantics. When matched, we rewrite `id` → `openalex` (the canonical
473
- * filter key); the URL form passes through unchanged because upstream accepts both.
474
- * Stricter than a single regex so a future generic upstream `id:` filter wouldn't be shadowed
475
- * by our rewrite — only values that look like OpenAlex IDs get redirected.
700
+ * Detect a value the `id:` filter would carry — OpenAlex IDs, bare or in any URL spelling
701
+ * `parseOpenAlexUrl()` reads, optionally pipe-joined for OR semantics. When matched, `id` is
702
+ * rewritten to `openalex` (the canonical filter key) and the value is forwarded as written:
703
+ * upstream accepts every one of those spellings, and the space around a `|`. Stricter than any
704
+ * value so a future generic upstream `id:` filter wouldn't be shadowed — only values that read
705
+ * as OpenAlex IDs get redirected. Exported for the timing suite, which runs it on caller-sized
706
+ * values.
476
707
  */
477
- function isOpenAlexFilterValue(value) {
478
- return value.split('|').every((seg) => OPENALEX_ID_VALUE_PATTERN.test(seg));
708
+ export function isOpenAlexFilterValue(value) {
709
+ return value.split('|').every((segment) => {
710
+ const trimmed = segment.trim();
711
+ const fromUrl = parseOpenAlexUrl(trimmed);
712
+ return OPENALEX_ID_VALUE_PATTERN.test(fromUrl?.kind === 'native' ? fromUrl.id : trimmed);
713
+ });
479
714
  }
480
715
  /**
481
716
  * Rewrite one caller-supplied filter key to the upstream OpenAlex name, before the
@@ -487,7 +722,7 @@ function isOpenAlexFilterValue(value) {
487
722
  * typos no map can preempt.
488
723
  */
489
724
  export function translateFilterKey(entityType, key) {
490
- return entityType === 'works' ? (FILTER_ALIASES_WORKS[key] ?? key) : key;
725
+ return entityType === 'works' ? (ownEntry(FILTER_ALIASES_WORKS, key) ?? key) : key;
491
726
  }
492
727
  /**
493
728
  * Rewrite caller-supplied filter keys to the upstream OpenAlex names. Works-only key map plus
@@ -512,15 +747,34 @@ function translateFilters(entityType, filters) {
512
747
  }
513
748
  return out;
514
749
  }
750
+ /**
751
+ * The `filter` parameter a search or group_by over `filters` sends: keys translated, then each
752
+ * clause built by `buildFilterString()`, whose pre-flight throws (`comma_in_filter_value`,
753
+ * `invalid_country_code`, `mixed_and_or_in_filter_value`, `quote_in_filter_value`) it shares.
754
+ * Exported so a tool that spends a request before its search — the citation graph's seed lookup —
755
+ * can run those checks first and fail without one.
756
+ */
757
+ export function buildSearchFilter(entityType, filters) {
758
+ return buildFilterString(translateFilters(entityType, filters));
759
+ }
515
760
  const MAX_ATTEMPTS = 3;
516
761
  const BASE_BACKOFF_MS = 1000;
517
762
  const REQUEST_TIMEOUT_MS = 10_000;
763
+ /**
764
+ * How long an identifier lookup and the name search it falls back to may take together, counted
765
+ * from the start of the lookup. One request's own worst case — three 10 s attempts and up to
766
+ * ~3.75 s of jittered backoff — is ~34 s, so a lookup that misses inside its retry budget still
767
+ * leaves the name search one full attempt, and the call settles by 45 s, inside the 60 s an MCP
768
+ * client waits. A lookup that ran past it (a long upstream `Retry-After`) leaves no time, and
769
+ * the name search reports a timeout without being sent.
770
+ */
771
+ const NAME_FALLBACK_DEADLINE_MS = 45_000;
518
772
  const KNOWN_AUTOCOMPLETE_TYPES = new Set(ENTITY_TYPES.map((type) => type.replace(/s$/, '')));
519
773
  /**
520
774
  * `JsonRpcErrorCode` → `{ factory, reason }` for shaping normalized OpenAlex throws.
521
775
  * Driven by `httpStatusToErrorCode` so the status-table stays in lockstep with the
522
- * framework. `reason` is the literal carried on `data.reason` and matched against
523
- * tool contracts via `ctx.recoveryFor`.
776
+ * framework. `reason` is the literal carried on `data.reason`; the framework matches it
777
+ * against the calling tool's contract and fills that entry's recovery hint.
524
778
  */
525
779
  const NORMALIZED_THROW_BY_CODE = {
526
780
  [JsonRpcErrorCode.InvalidParams]: { factory: invalidParams, reason: 'upstream_invalid_params' },
@@ -694,7 +948,7 @@ const QUERY_TOO_LONG_RE = /\bsearch\b(?: query)?(?: is)? too long\b/i;
694
948
  /**
695
949
  * A single upstream HTTP 400 spans several distinct failure shapes, each needing a different
696
950
  * caller recovery. Pick the declared tool reason from the message shape so the per-tool
697
- * `recovery` hint (resolved via `ctx.recoveryFor`) matches the actual failure instead of
951
+ * `recovery` hint (filled by the framework from the reason) matches the actual failure instead of
698
952
  * always claiming a rejected field name. Ordering: the over-long-query and ID-value checks run
699
953
  * first because they are the shapes naming a concrete upstream concept; the field-name check is
700
954
  * anchored at string start; the rest are keyword probes; anything unmatched falls through to a
@@ -740,12 +994,77 @@ function overLongAutocompleteQuery(path, params) {
740
994
  const codePoints = [...params.q].length;
741
995
  return codePoints > AUTOCOMPLETE_QUERY_MAX_CODE_POINTS ? codePoints : undefined;
742
996
  }
997
+ /**
998
+ * The start of the HTTP 400 `message` OpenAlex sends when a semantic search's query-embedding
999
+ * call fails for any reason but a timeout — `APIQueryParamsError(f"Failed to embed query: {e}")`
1000
+ * in ourresearch/openalex-elastic-api `core/semantic_search.py` (`embed_query`). The rest is the
1001
+ * embedding client's exception text: an HTTP error from the embedding service (its own 429 among
1002
+ * them, which is not this caller's rate), a connection failure, or a parse error — every one an
1003
+ * upstream fault, and one that names the embedding service's host.
1004
+ */
1005
+ const SEMANTIC_EMBED_FAILURE_PREFIX = 'Failed to embed query:';
1006
+ /**
1007
+ * The HTTP 400 `message` OpenAlex sends when its embedding service is not configured (same module,
1008
+ * `get_embedding_client`) — an upstream fault worded as a parameter error.
1009
+ */
1010
+ const SEMANTIC_NOT_CONFIGURED_MESSAGE = 'Semantic search is not configured';
1011
+ /**
1012
+ * Recovery for every `upstream_unavailable` failure of a semantic search — a relabelled embedding
1013
+ * failure, the 503 OpenAlex sends when the embedding timed out, or any other outage — since a
1014
+ * keyword search does not depend on the embedding service and can answer while it is down.
1015
+ */
1016
+ export const SEMANTIC_UNAVAILABLE_HINT = 'OpenAlex semantic search is failing upstream. Retry in a minute, or rerun with search_mode "keyword", which does not depend on it.';
1017
+ /** Is this request a semantic search? `search.semantic` is the parameter only that mode sends. */
1018
+ function isSemanticSearch(params) {
1019
+ return params['search.semantic'] !== undefined;
1020
+ }
1021
+ /**
1022
+ * Did OpenAlex fail a semantic search's query embedding? Matched on the request mode and on the
1023
+ * whole `message` shape — anchored at its start — so no caller-error 400 (an unsupported semantic
1024
+ * filter, a missing query, two search methods at once) and no keyword-mode 400 ever matches.
1025
+ */
1026
+ function isSemanticEmbedFailure(statusCode, rawMessage, params) {
1027
+ return (statusCode === 400 &&
1028
+ isSemanticSearch(params) &&
1029
+ rawMessage !== undefined &&
1030
+ (rawMessage.startsWith(SEMANTIC_EMBED_FAILURE_PREFIX) ||
1031
+ rawMessage === SEMANTIC_NOT_CONFIGURED_MESSAGE));
1032
+ }
743
1033
  /** Reason for a 429 caused by daily-budget exhaustion rather than burst throttling. */
744
1034
  const BUDGET_EXHAUSTED_REASON = 'upstream_budget_exhausted';
745
1035
  /**
746
- * OpenAlex returns 429 for two unrelated conditions: bursting past its per-second ceiling,
747
- * and spending the daily usage budget. The recoveries are opposites — one clears in seconds,
748
- * the other not until the midnight-UTC reset — so they need separate reasons.
1036
+ * Recovery for a spent daily budget on a server that sends no API key. It runs on the smaller
1037
+ * anonymous budget, so a key is the one fix besides waiting. A keyed server's budget is already
1038
+ * the larger one, and a caller of a shared endpoint cannot set the server's environment, so that
1039
+ * case keeps the key-neutral recovery each tool's contract declares.
1040
+ */
1041
+ export const BUDGET_EXHAUSTED_KEYLESS_HINT = "This server's daily OpenAlex budget is spent and refills at midnight UTC — retrying before then will not succeed. The server sends no OpenAlex API key, so it runs on the smaller anonymous budget; setting OPENALEX_API_KEY to a free key (https://openalex.org/settings/api) raises it.";
1042
+ /**
1043
+ * The `error` field of the HTTP 429 OpenAlex answers a filter its paid plans gate with, observed
1044
+ * live (2026-10-18) for `created_date`, `updated_date`, and their `from_`/`to_` forms on works and
1045
+ * authors lists, a works group_by, and works autocomplete. Its `message` names the refused clause:
1046
+ * `The "from_created_date:2026-10-01" filter is part of daily sync, which comes with the Member+
1047
+ * and Partner plans. See https://help.openalex.org/access/sync/ for details.` It is a plan gate,
1048
+ * not a rate: no wait clears it.
1049
+ */
1050
+ const PLAN_UPGRADE_REQUIRED_ERROR = 'Plan upgrade required';
1051
+ /** The filter name opening a plan-gated 429's `message`: `The "<filter>:<value>" filter …`. */
1052
+ const PLAN_GATED_FILTER_RE = /^The "([\w.]+):/;
1053
+ /**
1054
+ * The server's own message for a plan-gated filter, naming the filter when the upstream message
1055
+ * opens with it. The name is read as a field-name run only, so caller text the upstream clause
1056
+ * echoes cannot carry markdown or a line break into the message.
1057
+ */
1058
+ export function planGatedFilterMessage(upstreamMessage) {
1059
+ const filter = upstreamMessage === undefined ? undefined : PLAN_GATED_FILTER_RE.exec(upstreamMessage)?.[1];
1060
+ const subject = filter === undefined ? 'A filter in this request' : `The \`${filter}\` filter`;
1061
+ return `${subject} needs a paid OpenAlex plan, which this server's OpenAlex access does not include.`;
1062
+ }
1063
+ /**
1064
+ * Besides a filter its paid plans gate (classified before this, on its body's `error`), OpenAlex
1065
+ * returns 429 for two unrelated conditions: bursting past its per-second ceiling, and spending
1066
+ * the daily usage budget. The recoveries are opposites — one clears in seconds, the other not
1067
+ * until the midnight-UTC reset — so they need separate reasons.
749
1068
  *
750
1069
  * The literal budget-exhaustion body is not published in OpenAlex's docs, so the match is
751
1070
  * deliberately loose: several independent signals, none of them load-bearing on an exact
@@ -827,11 +1146,7 @@ function appendFieldSuggestions(message, path) {
827
1146
  const entityType = entityTypeFromPath(path);
828
1147
  if (!entityType)
829
1148
  return message;
830
- const context = inferContext(message);
831
- const catalogEntry = fieldCatalog[entityType];
832
- if (!catalogEntry)
833
- return message;
834
- const pool = catalogEntry[context];
1149
+ const pool = getFieldCatalog()[entityType][inferContext(message)];
835
1150
  const suggestions = rankFields(rejectedField, pool, 3);
836
1151
  if (suggestions.length === 0)
837
1152
  return message;
@@ -885,8 +1200,12 @@ class OpenAlexService {
885
1200
  this.apiKey = config.apiKey;
886
1201
  this.mailto = config.mailto;
887
1202
  }
888
- /** Execute an HTTP request against the OpenAlex API with retry on transient failures. */
889
- request(path, params, ctx) {
1203
+ /**
1204
+ * Execute an HTTP request against the OpenAlex API with retry on transient failures. With
1205
+ * `deadlineMs`, every attempt and backoff settles within that many milliseconds, after which
1206
+ * the request fails as a `Timeout`.
1207
+ */
1208
+ request(path, params, ctx, deadlineMs) {
890
1209
  const operation = `OpenAlex ${path}`;
891
1210
  const url = new URL(`${this.baseUrl}${path}`);
892
1211
  // OpenAlex usage-based pricing (Feb 2026): the account credential authenticates as
@@ -923,7 +1242,7 @@ class OpenAlexService {
923
1242
  return parsed;
924
1243
  }
925
1244
  catch (error) {
926
- this.throwNormalizedRequestError(error, path, params, ctx);
1245
+ this.throwNormalizedRequestError(error, path, params);
927
1246
  }
928
1247
  }, {
929
1248
  operation,
@@ -931,24 +1250,52 @@ class OpenAlexService {
931
1250
  baseDelayMs: BASE_BACKOFF_MS,
932
1251
  maxRetries: MAX_ATTEMPTS - 1,
933
1252
  signal: ctx.signal,
1253
+ ...(deadlineMs !== undefined && { deadlineMs }),
934
1254
  });
935
1255
  }
936
- throwNormalizedRequestError(error, path, params, ctx) {
1256
+ throwNormalizedRequestError(error, path, params) {
937
1257
  if (!(error instanceof McpError)) {
938
1258
  throw error;
939
1259
  }
940
1260
  const statusCode = typeof error.data?.statusCode === 'number' ? error.data.statusCode : undefined;
1261
+ const upstream = parseOpenAlexErrorBody(error.data?.responseBody);
1262
+ const rawMessage = upstream?.message ?? upstream?.error;
1263
+ const upstreamFields = {
1264
+ ...(upstream?.error ? { upstreamError: upstream.error } : {}),
1265
+ ...(upstream?.message ? { upstreamMessage: upstream.message } : {}),
1266
+ };
941
1267
  // A typed autocomplete `q` past the bound 500s on every attempt, with an HTML body that
942
1268
  // names nothing — read as ServiceUnavailable it would be retried and reported as an outage.
943
1269
  // `retryable: false` keeps it out of `withRetry`, and the recovery says to shorten the name.
944
1270
  const overLongQuery = statusCode === 500 ? overLongAutocompleteQuery(path, params) : undefined;
945
1271
  if (overLongQuery !== undefined) {
946
- throw invalidParams(`OpenAlex autocomplete failed on a ${overLongQuery.toLocaleString('en-US')}-character query — ${path} accepts at most ${AUTOCOMPLETE_QUERY_MAX_CODE_POINTS.toLocaleString('en-US')} characters.`, {
1272
+ throw invalidParams(`OpenAlex autocomplete failed on a ${overLongQuery.toLocaleString('en-US')}-character query — ${path} accepts at most ${AUTOCOMPLETE_QUERY_MAX_CODE_POINTS.toLocaleString('en-US')} characters.`, { ...error.data, path, reason: 'query_too_long', retryable: false }, { cause: error });
1273
+ }
1274
+ // A semantic search whose query embedding failed upstream comes back as a 400, but the request
1275
+ // was valid and the fault is transient. Thrown as the outage it is, it is retried like one, and
1276
+ // its message is the server's own: the upstream one names the embedding service's host. The
1277
+ // body stays verbatim on `data`, as on every upstream error.
1278
+ if (isSemanticEmbedFailure(statusCode, rawMessage, params)) {
1279
+ throw serviceUnavailable('OpenAlex could not embed the query for semantic search. The failure is upstream; the request itself is valid.', {
947
1280
  ...error.data,
948
1281
  path,
949
- reason: 'query_too_long',
950
- ...ctx.recoveryFor('query_too_long'),
1282
+ reason: 'upstream_unavailable',
1283
+ recovery: { hint: SEMANTIC_UNAVAILABLE_HINT },
1284
+ ...upstreamFields,
1285
+ }, { cause: error });
1286
+ }
1287
+ // A filter OpenAlex serves only on a paid plan comes back as a 429, which reads as a throttle:
1288
+ // it would be retried and reported with wait-and-retry advice, yet no wait clears a plan gate.
1289
+ // `Forbidden` sits outside `withRetry`'s transient set, so the first request is the only one,
1290
+ // and `retryable: false` tells the caller the same over the 429 status left on `data`. The
1291
+ // message is the server's own; the body stays verbatim on `data`, as on every upstream error.
1292
+ if (statusCode === 429 && upstream?.error === PLAN_UPGRADE_REQUIRED_ERROR) {
1293
+ throw forbidden(planGatedFilterMessage(upstream.message), {
1294
+ ...error.data,
1295
+ path,
1296
+ reason: 'upstream_plan_required',
951
1297
  retryable: false,
1298
+ ...upstreamFields,
952
1299
  }, { cause: error });
953
1300
  }
954
1301
  // Status-mapped failures classify off the HTTP status. Everything else — the client-side
@@ -969,8 +1316,6 @@ class OpenAlexService {
969
1316
  });
970
1317
  }
971
1318
  const { factory } = normalized;
972
- const upstream = parseOpenAlexErrorBody(error.data?.responseBody);
973
- const rawMessage = upstream?.message ?? upstream?.error;
974
1319
  const reason = resolveThrowReason(code, normalized.reason, rawMessage, params);
975
1320
  // A truncated body's appended valid-fields list is misleading. For an invalid-field
976
1321
  // 400, replace it with catalog-backed ranked suggestions; otherwise strip it. The two
@@ -995,10 +1340,10 @@ class OpenAlexService {
995
1340
  ...error.data,
996
1341
  path,
997
1342
  reason,
998
- ...ctx.recoveryFor(reason),
999
1343
  // A PMCID lookup that 404s is not a miss to verify and retry — OpenAlex indexes no
1000
1344
  // PMCIDs, so every tool's generic "verify the ID" recovery hands back the one instruction
1001
- // that cannot help. Substituted here, where all three ID-accepting tools inherit it.
1345
+ // that cannot help. Substituted here, where all three ID-accepting tools inherit it; an
1346
+ // explicit hint wins over the one the framework would fill from the contract.
1002
1347
  ...(code === JsonRpcErrorCode.NotFound && isPmcidLookup(path)
1003
1348
  ? { recovery: { hint: PMCID_NOT_INDEXED_HINT } }
1004
1349
  : {}),
@@ -1007,8 +1352,17 @@ class OpenAlexService {
1007
1352
  // flag is the framework's per-error opt-out from that loop; the contract's own
1008
1353
  // `retryable` field only informs the client and cannot stop our own retries.
1009
1354
  ...(reason === BUDGET_EXHAUSTED_REASON ? { retryable: false } : {}),
1010
- ...(upstream?.error ? { upstreamError: upstream.error } : {}),
1011
- ...(upstream?.message ? { upstreamMessage: upstream.message } : {}),
1355
+ // Only a keyless server can raise its budget with a key; an explicit hint wins over the
1356
+ // key-neutral one the framework fills from the contract.
1357
+ ...(reason === BUDGET_EXHAUSTED_REASON && !this.apiKey
1358
+ ? { recovery: { hint: BUDGET_EXHAUSTED_KEYLESS_HINT } }
1359
+ : {}),
1360
+ // A keyword search can answer while semantic search is down, which the contract's generic
1361
+ // outage recovery cannot say; an explicit hint wins over it.
1362
+ ...(reason === 'upstream_unavailable' && isSemanticSearch(params)
1363
+ ? { recovery: { hint: SEMANTIC_UNAVAILABLE_HINT } }
1364
+ : {}),
1365
+ ...upstreamFields,
1012
1366
  };
1013
1367
  throw factory(message, data, { cause: error });
1014
1368
  }
@@ -1047,11 +1401,15 @@ class OpenAlexService {
1047
1401
  // Singleton lookup by ID
1048
1402
  if (params.id) {
1049
1403
  const normalizedId = normalizeId(params.id);
1404
+ assertIdMatchesEntityType(normalizedId, params.entityType);
1050
1405
  const select = resolveSelect(params.entityType, params.select);
1051
- const data = (await this.request(`/${params.entityType}/${normalizedId}`, select ? { select: select.join(',') } : {}, ctx));
1406
+ if (params.entityType === 'funders' && normalizedId.startsWith('doi:')) {
1407
+ return this.funderByDoi(normalizedId.slice('doi:'.length), select, ctx);
1408
+ }
1409
+ const data = (await this.request(byIdPath(params.entityType, normalizedId, params.id), select ? { select: select.join(',') } : {}, ctx));
1052
1410
  return {
1053
1411
  meta: { count: 1, per_page: 1, next_cursor: null },
1054
- results: normalizeEntityRecords([data]),
1412
+ results: normalizeEntityRecords([data], authorListShape(params.entityType, params.select)),
1055
1413
  };
1056
1414
  }
1057
1415
  // Search/filter/list
@@ -1060,7 +1418,7 @@ class OpenAlexService {
1060
1418
  queryParams[getSearchParamKey(params.searchMode)] = params.query;
1061
1419
  }
1062
1420
  if (hasEntries(params.filters)) {
1063
- queryParams.filter = buildFilterString(translateFilters(params.entityType, params.filters), ctx);
1421
+ queryParams.filter = buildSearchFilter(params.entityType, params.filters);
1064
1422
  }
1065
1423
  const sort = normalizeSort(params.sort);
1066
1424
  if (sort) {
@@ -1114,7 +1472,30 @@ class OpenAlexService {
1114
1472
  ...(populationData !== undefined && { count: populationData.meta.count }),
1115
1473
  next_cursor: data.meta.next_cursor ?? null,
1116
1474
  },
1117
- results: normalizeEntityRecords(data.results),
1475
+ results: normalizeEntityRecords(data.results, authorListShape(params.entityType, params.select)),
1476
+ };
1477
+ }
1478
+ /**
1479
+ * Look a funder up by its Crossref Funder Registry DOI. OpenAlex's `/funders/doi:` path
1480
+ * resolves nothing, so this is a one-result list request on the `ids.doi` filter, which OpenAlex
1481
+ * bills like any list request. A value the filter would read as more than one literal DOI fails
1482
+ * as not found without a request (see `funderDoiFilter`).
1483
+ */
1484
+ async funderByDoi(doi, select, ctx) {
1485
+ const missing = () => notFound(`No funder in OpenAlex carries the DOI ${doi}.`, {
1486
+ reason: 'entity_not_found',
1487
+ path: '/funders',
1488
+ });
1489
+ const filter = funderDoiFilter(doi);
1490
+ if (!filter)
1491
+ throw missing();
1492
+ const data = (await this.request('/funders', { filter, per_page: '1', ...(select ? { select: select.join(',') } : {}) }, ctx));
1493
+ const [record] = data.results;
1494
+ if (!record)
1495
+ throw missing();
1496
+ return {
1497
+ meta: { count: 1, per_page: 1, next_cursor: null },
1498
+ results: normalizeEntityRecords([record]),
1118
1499
  };
1119
1500
  }
1120
1501
  /** Group-by aggregation. */
@@ -1124,7 +1505,7 @@ class OpenAlexService {
1124
1505
  ? `${params.groupBy}:include_unknown`
1125
1506
  : params.groupBy;
1126
1507
  if (hasEntries(params.filters)) {
1127
- queryParams.filter = buildFilterString(translateFilters(params.entityType, params.filters), ctx);
1508
+ queryParams.filter = buildSearchFilter(params.entityType, params.filters);
1128
1509
  }
1129
1510
  if (params.perPage !== undefined) {
1130
1511
  queryParams.per_page = String(params.perPage);
@@ -1154,11 +1535,7 @@ class OpenAlexService {
1154
1535
  // as "the filters matched no groups". A present-but-empty array is that honest answer and
1155
1536
  // passes through.
1156
1537
  if (data.group_by === undefined) {
1157
- throw serviceUnavailable(`OpenAlex returned no group_by aggregation for ${path} (group_by=${params.groupBy})`, {
1158
- path,
1159
- reason: 'upstream_missing_group_by',
1160
- ...ctx.recoveryFor('upstream_missing_group_by'),
1161
- });
1538
+ throw serviceUnavailable(`OpenAlex returned no group_by aggregation for ${path} (group_by=${params.groupBy})`, { path, reason: 'upstream_missing_group_by' });
1162
1539
  }
1163
1540
  return {
1164
1541
  meta: {
@@ -1170,7 +1547,9 @@ class OpenAlexService {
1170
1547
  };
1171
1548
  }
1172
1549
  /**
1173
- * Resolve an identifier to the single entity it addresses, shaped as an autocomplete match.
1550
+ * Resolve an identifier to the entities it addresses, shaped as autocomplete matches — one
1551
+ * lookup per entity type in `identifier.entityTypes`, run in parallel, with the records found
1552
+ * returned in that order.
1174
1553
  *
1175
1554
  * Autocomplete matches on `display_name` and the external-ID URL, so whether an identifier
1176
1555
  * resolves through it depends on scheme, bare-vs-URL form, and entity type — a bare ORCID or
@@ -1181,34 +1560,98 @@ class OpenAlexService {
1181
1560
  * A miss returns no results rather than throwing. Autocomplete answers an unmatched query with
1182
1561
  * an empty list, and routing identifiers through here is meant to make them behave *more* like
1183
1562
  * the front door, not to hand one class of query a hard failure the rest never sees.
1563
+ *
1564
+ * A lookup that fails for any other reason drops only its own type, named in
1565
+ * `failedEntityTypes`, while another type returned a record. With no record to return, or once
1566
+ * the caller has cancelled, the failure is thrown instead — an empty or partial answer there
1567
+ * would claim records do not exist when the lookup for them never finished.
1568
+ *
1569
+ * `nameSearch` is the autocomplete to run when every lookup finds nothing — for a query that
1570
+ * may be a name rather than an ID (`ResolvedIdentifier.mayBeName`). It runs only on that miss,
1571
+ * so an ID that resolves still costs its one request, and only within what is left of
1572
+ * `NAME_FALLBACK_DEADLINE_MS` from the start of this call (see `nameSearchAfterMiss`).
1573
+ *
1574
+ * `query` is the text `identifier` was read from, as the caller wrote it. The lookups are sent
1575
+ * that spelling, which `search()` normalizes back to `identifier.id`, so a lookup that refuses
1576
+ * the identifier quotes what the caller sent.
1184
1577
  */
1185
- async resolveIdentifier(identifier, ctx) {
1186
- try {
1187
- const { results } = await this.search({ entityType: identifier.entityType, id: identifier.id }, ctx);
1188
- const record = results[0];
1189
- return { results: record ? [toAutocompleteRecord(identifier.entityType, record)] : [] };
1190
- }
1191
- catch (error) {
1192
- if (error instanceof McpError && error.code === JsonRpcErrorCode.NotFound) {
1578
+ async resolveIdentifier(identifier, ctx, nameSearch, query = identifier.id) {
1579
+ const startedAt = Date.now();
1580
+ const settled = await Promise.allSettled(identifier.entityTypes.map((entityType) => this.search({ entityType, id: query }, ctx)));
1581
+ const results = [];
1582
+ const failed = [];
1583
+ settled.forEach((outcome, index) => {
1584
+ const entityType = identifier.entityTypes[index];
1585
+ if (outcome.status === 'fulfilled') {
1586
+ const [record] = outcome.value.results;
1587
+ if (record)
1588
+ results.push(toAutocompleteRecord(entityType, record));
1589
+ }
1590
+ else if (outcome.reason instanceof McpError &&
1591
+ outcome.reason.code === JsonRpcErrorCode.NotFound) {
1193
1592
  ctx.log.debug('Identifier resolved to no entity', {
1194
1593
  identifier: identifier.id,
1195
- entityType: identifier.entityType,
1594
+ entityType,
1196
1595
  });
1197
- return { results: [] };
1198
1596
  }
1199
- throw error;
1597
+ else {
1598
+ failed.push({ entityType, error: outcome.reason });
1599
+ }
1600
+ });
1601
+ const [firstFailure] = failed;
1602
+ if (firstFailure && (results.length === 0 || ctx.signal.aborted))
1603
+ throw firstFailure.error;
1604
+ if (results.length === 0 && nameSearch) {
1605
+ return this.nameSearchAfterMiss(nameSearch, NAME_FALLBACK_DEADLINE_MS - (Date.now() - startedAt), ctx);
1200
1606
  }
1607
+ return {
1608
+ results,
1609
+ ...(failed.length > 0 ? { failedEntityTypes: failed.map((f) => f.entityType) } : {}),
1610
+ };
1201
1611
  }
1202
- /** Autocomplete name resolution. */
1203
- async autocomplete(params, ctx) {
1612
+ /**
1613
+ * The name search an identifier lookup falls back to after finding nothing, bounded by the
1614
+ * `remainingMs` the lookup left of the call's deadline. It is a best-effort second reading of
1615
+ * the query, so a transient upstream failure — a timeout, the deadline running out, an outage,
1616
+ * a burst throttle — comes back as `nameFallback.failedReason` for the caller to see, beside
1617
+ * the lookup's own true miss. A caller cancellation, a request upstream rejected, a spent
1618
+ * budget, and anything unclassified are thrown: none of them is cured by calling again, and an
1619
+ * answer in their place would hide the error the caller needs to act on.
1620
+ */
1621
+ async nameSearchAfterMiss(params, remainingMs, ctx) {
1622
+ if (remainingMs <= 0) {
1623
+ return { results: [], nameFallback: { failedReason: 'upstream_timeout' } };
1624
+ }
1625
+ try {
1626
+ const { results } = await this.autocomplete(params, ctx, remainingMs);
1627
+ return { results, nameFallback: {} };
1628
+ }
1629
+ catch (error) {
1630
+ const reason = error instanceof McpError && defaultIsTransient(error)
1631
+ ? NORMALIZED_THROW_BY_CODE[error.code]?.reason
1632
+ : undefined;
1633
+ if (ctx.signal.aborted || reason === undefined)
1634
+ throw error;
1635
+ ctx.log.notice('Name search after an identifier miss failed upstream', {
1636
+ query: params.query,
1637
+ reason,
1638
+ });
1639
+ return { results: [], nameFallback: { failedReason: reason } };
1640
+ }
1641
+ }
1642
+ /**
1643
+ * Autocomplete name resolution. `deadlineMs` bounds the whole request, retries included (see
1644
+ * `request`).
1645
+ */
1646
+ async autocomplete(params, ctx, deadlineMs) {
1204
1647
  const path = params.entityType ? `/autocomplete/${params.entityType}` : '/autocomplete';
1205
1648
  const queryParams = {
1206
1649
  q: params.query,
1207
1650
  };
1208
1651
  if (hasEntries(params.filters)) {
1209
- queryParams.filter = buildFilterString(Object.entries(params.filters), ctx);
1652
+ queryParams.filter = buildFilterString(Object.entries(params.filters));
1210
1653
  }
1211
- const data = (await this.request(path, queryParams, ctx));
1654
+ const data = (await this.request(path, queryParams, ctx, deadlineMs));
1212
1655
  // Cross-entity autocomplete can return types not in our enum (country, license, etc.).
1213
1656
  // Filter to known entity types so callers can use results in other tools directly.
1214
1657
  const results = params.entityType
@@ -1226,6 +1669,15 @@ export function getOpenAlexService() {
1226
1669
  throw new Error('OpenAlexService not initialized — call initOpenAlexService() in setup()');
1227
1670
  return _service;
1228
1671
  }
1672
+ /**
1673
+ * The field catalog: OpenAlex's valid-field lists as `scripts/generate-field-catalog.ts` writes
1674
+ * them to `field-catalog.json`, plus the select fields this server derives itself
1675
+ * (`author_list` on works), which no upstream list names and the generator would drop.
1676
+ */
1677
+ const FIELD_CATALOG = {
1678
+ ...fieldCatalog,
1679
+ works: { ...fieldCatalog.works, select: [...fieldCatalog.works.select, AUTHOR_LIST_FIELD] },
1680
+ };
1229
1681
  /**
1230
1682
  * Return the typed field catalog keyed by entity type → context → field list.
1231
1683
  * Only `filter` and `select` arrays are stored. `group_by` resolves to the `filter` key here;
@@ -1233,6 +1685,6 @@ export function getOpenAlexService() {
1233
1685
  * `*.search` operators, `from_*`/`to_*` range modifiers, and a per-type set from a live sweep).
1234
1686
  */
1235
1687
  export function getFieldCatalog() {
1236
- return fieldCatalog;
1688
+ return FIELD_CATALOG;
1237
1689
  }
1238
1690
  //# sourceMappingURL=openalex-service.js.map