@cyanheads/secedgar-mcp-server 0.1.11 → 0.3.0

package/dist/mcp-server/tools/definitions/get-filing.tool.js

@@ -6,9 +6,9 @@ import { tool, z } from '@cyanheads/mcp-ts-core';
 import { notFound } from '@cyanheads/mcp-ts-core/errors';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { filingToText } from '../../../services/edgar/filing-to-text.js';
+const MAX_DOCUMENTS_IN_FORMAT = 10;
 export const getFilingTool = tool('secedgar_get_filing', {
-    description: "Fetch a specific filing's metadata and document content by accession number. " +
-        'Returns the primary document as readable text, with option to fetch specific exhibits.',
+    description: "Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text, with option to fetch specific exhibits.",
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     input: z.object({
         accession_number: z
@@ -17,16 +17,14 @@ export const getFilingTool = tool('secedgar_get_filing', {
         cik: z
             .string()
             .optional()
-            .describe('Company CIK. Optional but recommended — speeds up URL construction. If omitted, derived from the accession number prefix.'),
+            .describe('Company CIK. Optional but recommended — speeds up archive lookup. If omitted, the server resolves likely filing CIKs from SEC search metadata and archive paths.'),
         content_limit: z
             .number()
             .int()
             .min(1000)
             .max(200000)
             .default(50000)
-            .describe('Maximum characters of document text to return. 10-K filings can exceed 500,000 characters. ' +
-            'Default 50,000 captures ~12,000 words (typically business overview, risk factors, and MD&A). ' +
-            'Increase to 200,000 for full financial statements, or decrease for quick summaries.'),
+            .describe('Maximum characters of document text to return. 10-K filings can exceed 500,000 characters. Default 50,000 captures ~12,000 words (typically business overview, risk factors, and MD&A). Increase to 200,000 for full financial statements, or decrease for quick summaries.'),
         document: z
             .string()
             .optional()
@@ -34,9 +32,18 @@ export const getFilingTool = tool('secedgar_get_filing', {
     }),
     output: z.object({
         accession_number: z.string().describe('Filing accession number.'),
-        form: z.string().describe('Form type.'),
-        filing_date: z.string().describe('Date filed.'),
-        company_name: z.string().describe('Filing entity name.'),
+        form: z
+            .string()
+            .optional()
+            .describe('Form type. Omitted when the filing predates the recent-submissions window.'),
+        filing_date: z
+            .string()
+            .optional()
+            .describe('Date filed. Omitted when the filing predates the recent-submissions window.'),
+        company_name: z
+            .string()
+            .optional()
+            .describe('Filing entity name, if the CIK resolved to a known entity.'),
         cik: z.string().describe('Company CIK.'),
         period_ending: z.string().optional().describe('Period of report.'),
         primary_document: z.string().describe('Primary document filename.'),
@@ -54,84 +61,62 @@ export const getFilingTool = tool('secedgar_get_filing', {
     }),
     async handler(input, ctx) {
         const api = getEdgarApiService();
-        // Normalize accession number to dash format
         const accn = normalizeAccessionNumber(input.accession_number);
+        const { cik, index, html, targetName } = await resolveFilingArchive(api, accn, input.cik, input.document);
         const accnNoDashes = accn.replace(/-/g, '');
-        // Derive CIK from accession number prefix if not provided
-        const cik = input.cik ?? accn.split('-')[0] ?? accn.slice(0, 10);
-        const paddedCik = cik.padStart(10, '0');
-        // Fetch filing index
-        let index;
-        try {
-            index = await api.getFilingIndex(paddedCik, accn);
-        }
-        catch (err) {
-            const is404 = err instanceof Error && /404|not found/i.test(err.message);
-            if (is404) {
-                throw notFound(`Filing '${accn}' not found (CIK ${paddedCik}). Verify the accession number and CIK are correct.`);
-            }
-            throw err;
-        }
         const items = index.directory.item;
         const documents = items.map((item) => ({
             name: item.name,
             type: item.type,
             size: item.size ? Number.parseInt(item.size, 10) : undefined,
         }));
-        // Find the target document
-        const targetName = input.document || findPrimaryDocument(items);
-        if (!targetName) {
-            throw notFound(`No document found in filing ${accn}. Available documents: ${items.map((i) => i.name).join(', ')}`);
-        }
-        const docExists = items.some((i) => i.name === targetName);
-        if (!docExists) {
-            throw notFound(`Document '${targetName}' not found in this filing. Available documents: ${items.map((i) => i.name).join(', ')}. Use one of these names.`);
-        }
-        // Fetch and convert document
-        const html = await api.getFilingDocument(paddedCik, accn, targetName);
         const { text, truncated, totalLength } = filingToText(html, input.content_limit);
-        // Get filing metadata from submissions
-        let form = '';
-        let filingDate = '';
-        let companyName = '';
-        let periodEnding;
-        // Try to get metadata from the index page or a quick submissions lookup
-        const submissions = await api.getSubmissions(paddedCik);
-        companyName = submissions.name;
+        // Enrich with metadata from the recent-submissions window — not every accession lands here
+        // (older filings live in paginated archive files), so these fields remain optional.
+        const submissions = await api.getSubmissions(cik);
         const recentAccns = submissions.filings.recent.accessionNumber;
         const idx = recentAccns.indexOf(accn);
-        if (idx >= 0) {
-            form = submissions.filings.recent.form[idx] ?? '';
-            filingDate = submissions.filings.recent.filingDate[idx] ?? '';
-            periodEnding = submissions.filings.recent.reportDate[idx] || undefined;
-        }
+        const form = idx >= 0 ? submissions.filings.recent.form[idx] : undefined;
+        const filingDate = idx >= 0 ? submissions.filings.recent.filingDate[idx] : undefined;
+        const periodEnding = idx >= 0 ? submissions.filings.recent.reportDate[idx] || undefined : undefined;
         ctx.log.info('Filing retrieved', {
             accessionNumber: accn,
-            cik: paddedCik,
+            cik,
             contentLength: totalLength,
+            inRecentWindow: idx >= 0,
         });
         return {
             accession_number: accn,
-            form,
-            filing_date: filingDate,
-            company_name: companyName,
-            cik: paddedCik,
+            form: form || undefined,
+            filing_date: filingDate || undefined,
+            company_name: submissions.name || undefined,
+            cik,
             period_ending: periodEnding,
             primary_document: targetName,
             documents,
             content: text,
             content_truncated: truncated,
             content_total_length: totalLength,
-            filing_url: `https://www.sec.gov/Archives/edgar/data/${paddedCik}/${accnNoDashes}/${targetName}`,
+            filing_url: `https://www.sec.gov/Archives/edgar/data/${cik}/${accnNoDashes}/${targetName}`,
         };
     },
     format: (result) => {
-        const header = `**${result.form}** — ${result.company_name} (CIK ${result.cik})`;
-        const dateLine = `Filed: ${result.filing_date}${result.period_ending ? ` | Period: ${result.period_ending}` : ''}`;
-        const meta = `Accession: ${result.accession_number} | ${result.content_total_length.toLocaleString()} chars${result.content_truncated ? ' (truncated)' : ''}`;
-        const docs = result.documents.length > 1
-            ? `\nDocuments: ${result.documents.map((d) => `${d.name} (${d.type})`).join(', ')}`
-            : '';
+        const formLabel = result.form ?? 'Filing';
+        const entity = result.company_name ?? 'Unknown entity';
+        const header = `**${formLabel}** — ${entity} (CIK ${result.cik})`;
+        const filedPart = result.filing_date ? `Filed: ${result.filing_date}` : 'Filed: Unknown';
+        const periodPart = result.period_ending ? ` | Period: ${result.period_ending}` : '';
+        const dateLine = `${filedPart}${periodPart}`;
+        const meta = `Accession: ${result.accession_number} | Primary: ${result.primary_document} | ${result.content_total_length} chars${result.content_truncated ? ' (truncated)' : ''}`;
+        let docs = '';
+        if (result.documents.length) {
+            const shown = result.documents.slice(0, MAX_DOCUMENTS_IN_FORMAT);
+            const extra = result.documents.length - shown.length;
+            const list = shown
+                .map((d) => `${d.name} (${d.type}${d.size !== undefined ? `, ${d.size}B` : ''})`)
+                .join(', ');
+            docs = `\nDocuments (${result.documents.length}): ${list}${extra > 0 ? `, +${extra} more` : ''}`;
+        }
         const url = `\nURL: ${result.filing_url}`;
         return [
             { type: 'text', text: `${header}\n${dateLine}\n${meta}${docs}${url}\n\n${result.content}` },
@@ -149,16 +134,65 @@ function normalizeAccessionNumber(input) {
     }
     return cleaned;
 }
-/** Find the primary document in a filing index (typically the largest .htm file). */
+async function resolveFilingArchive(api, accessionNumber, providedCik, requestedDocument) {
+    const candidateCiks = await resolveCandidateCiks(api, accessionNumber, providedCik);
+    let lastIndexedItems = [];
+    for (const cik of candidateCiks) {
+        const index = await api.tryGetFilingIndex(cik, accessionNumber);
+        if (!index)
+            continue;
+        const items = index.directory.item;
+        lastIndexedItems = items;
+        const targetName = requestedDocument ?? findPrimaryDocument(items);
+        if (!targetName)
+            continue;
+        if (!items.some((item) => item.name === targetName))
+            continue;
+        const html = await api.tryGetFilingDocument(cik, accessionNumber, targetName);
+        if (!html)
+            continue;
+        return { cik, html, index, targetName };
+    }
+    if (requestedDocument && lastIndexedItems.length > 0) {
+        throw notFound(`Document '${requestedDocument}' not found in this filing. Available documents: ${lastIndexedItems.map((item) => item.name).join(', ')}. Use one of these names.`);
+    }
+    if (lastIndexedItems.length > 0) {
+        throw notFound(`No document found in filing ${accessionNumber}. Available documents: ${lastIndexedItems.map((item) => item.name).join(', ')}`);
+    }
+    if (providedCik) {
+        throw notFound(`Filing '${accessionNumber}' not found (CIK ${providedCik.padStart(10, '0')}). Verify the accession number and CIK are correct.`);
+    }
+    throw notFound(`Filing '${accessionNumber}' not found. Verify the accession number or provide the company CIK explicitly.`);
+}
+async function resolveCandidateCiks(api, accessionNumber, providedCik) {
+    if (providedCik)
+        return [providedCik.padStart(10, '0')];
+    const ciks = await api.findFilingCiks(accessionNumber);
+    const prefixCik = (accessionNumber.split('-')[0] ?? accessionNumber.slice(0, 10)).padStart(10, '0');
+    return [...new Set([...ciks, prefixCik])];
+}
+/** Find the primary document in a filing index (prefer real filing docs over SEC index pages). */
 function findPrimaryDocument(items) {
-    // Prefer .htm/.html files, skip index files
-    const htmlDocs = items.filter((i) => (i.name.endsWith('.htm') || i.name.endsWith('.html')) &&
-        !i.name.includes('index') &&
-        !i.name.startsWith('R'));
-    if (htmlDocs.length === 0)
-        return items[0]?.name;
-    // Return the largest HTML file (likely the primary document)
-    const sorted = htmlDocs.sort((a, b) => (Number.parseInt(b.size, 10) || 0) - (Number.parseInt(a.size, 10) || 0));
-    return sorted[0]?.name;
+    const htmlDocs = items.filter((item) => isNonIndexFile(item.name) &&
+        (item.name.endsWith('.htm') || item.name.endsWith('.html')) &&
+        !item.name.startsWith('R'));
+    if (htmlDocs.length > 0)
+        return getLargestDocument(htmlDocs)?.name;
+    const xmlDocs = items.filter((item) => isNonIndexFile(item.name) && item.name.endsWith('.xml') && !isXbrlSupportFile(item.name));
+    if (xmlDocs.length > 0)
+        return getLargestDocument(xmlDocs)?.name;
+    const textDocs = items.filter((item) => isNonIndexFile(item.name) && item.name.endsWith('.txt'));
+    if (textDocs.length > 0)
+        return getLargestDocument(textDocs)?.name;
+    return items.find((item) => isNonIndexFile(item.name))?.name ?? items[0]?.name;
+}
+function getLargestDocument(items) {
+    return [...items].sort((a, b) => (Number.parseInt(b.size, 10) || 0) - (Number.parseInt(a.size, 10) || 0))[0];
+}
+function isNonIndexFile(name) {
+    return !name.toLowerCase().includes('index');
+}
+function isXbrlSupportFile(name) {
+    return /(?:_cal|_def|_lab|_pre|_sch)\.xml$/i.test(name);
 }
 //# sourceMappingURL=get-filing.tool.js.map

package/dist/mcp-server/tools/definitions/get-filing.tool.js.map

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package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts

@@ -9,8 +9,8 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
     concept: z.ZodString;
     taxonomy: z.ZodDefault<z.ZodEnum<{
         "us-gaap": "us-gaap";
-        dei: "dei";
         "ifrs-full": "ifrs-full";
+        dei: "dei";
     }>>;
     period_type: z.ZodDefault<z.ZodEnum<{
         annual: "annual";

package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAMjD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBAgO5B,CAAC"}
+{"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAMjD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBA2N5B,CAAC"}

package/dist/mcp-server/tools/definitions/get-financials.tool.js

@@ -8,9 +8,7 @@ import { notFound } from '@cyanheads/mcp-ts-core/errors';
 import { resolveConcept } from '../../../services/edgar/concept-map.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 export const getFinancialsTool = tool('secedgar_get_financials', {
-    description: 'Get historical XBRL financial data for a company. Accepts friendly concept names ' +
-        '(e.g., "revenue", "net_income", "assets") or raw XBRL tags. Automatically handles ' +
-        'historical tag changes and deduplicates data. See secedgar://concepts for available names.',
+    description: 'Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Automatically handles historical tag changes and deduplicates data.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     input: z.object({
         company: z
@@ -18,10 +16,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             .describe('Ticker symbol (e.g., "AAPL") or CIK number. Ticker is preferred.'),
         concept: z
             .string()
-            .describe('Financial concept — friendly name (e.g., "revenue", "net_income", "assets", "eps_diluted") ' +
-            'or raw XBRL tag (e.g., "AccountsPayableCurrent"). ' +
-            'Friendly names auto-resolve to the correct XBRL tags and handle historical tag changes. ' +
-            'See secedgar://concepts for the full list of supported names and mappings.'),
+            .describe('Financial concept — friendly name (e.g., "revenue", "net_income", "assets", "eps_diluted") or raw XBRL tag (e.g., "AccountsPayableCurrent"). Friendly names auto-resolve to the correct XBRL tags and handle historical tag changes.'),
         taxonomy: z
             .enum(['us-gaap', 'ifrs-full', 'dei'])
             .default('us-gaap')
@@ -69,38 +64,33 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         // Resolve concept to XBRL tag(s)
         const mapping = resolveConcept(input.concept);
         const tags = mapping ? mapping.tags : [input.concept];
-        const taxonomy = mapping
-            ? input.taxonomy !== 'us-gaap'
-                ? input.taxonomy
-                : mapping.taxonomy
-            : input.taxonomy;
         const label = mapping?.label ?? input.concept;
-        // Try each tag until we get data
+        // When the user overrides the default taxonomy, honor their choice;
+        // otherwise fall back to the mapping's preferred taxonomy (e.g. `dei` for shares_outstanding).
+        let taxonomy = input.taxonomy;
+        if (mapping && input.taxonomy === 'us-gaap') {
+            taxonomy = mapping.taxonomy;
+        }
+        // Try each tag until we get data. `tryGetCompanyConcept` returns null for 404
+        // (tag not reported by this company); other errors propagate.
         let conceptResponse;
         const tagsTried = [];
         const allUnits = [];
         for (const tag of tags) {
             tagsTried.push(tag);
-            try {
-                const resp = await api.getCompanyConcept(match.cik, taxonomy, tag);
-                if (!conceptResponse) {
-                    conceptResponse = {
-                        units: resp.units,
-                        label: resp.label,
-                        description: resp.description ?? undefined,
-                        tag: resp.tag,
-                    };
-                }
-                // Merge units from all matching tags
-                for (const units of Object.values(resp.units)) {
-                    allUnits.push(...units);
-                }
+            const resp = await api.tryGetCompanyConcept(match.cik, taxonomy, tag);
+            if (!resp)
+                continue;
+            if (!conceptResponse) {
+                conceptResponse = {
+                    units: resp.units,
+                    label: resp.label,
+                    description: resp.description ?? undefined,
+                    tag: resp.tag,
+                };
             }
-            catch (err) {
-                // Only swallow 404s (tag not reported by this company); re-throw real errors
-                const is404 = err instanceof Error && /404|not found/i.test(err.message);
-                if (!is404)
-                    throw err;
+            for (const units of Object.values(resp.units)) {
+                allUnits.push(...units);
             }
         }
         if (!conceptResponse || allUnits.length === 0) {
@@ -113,9 +103,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         const deduped = allUnits.filter((u) => !!u.frame);
         // If deduplication removed everything, the concept exists but has no frame-aligned entries
         if (deduped.length === 0) {
-            throw notFound(`'${conceptResponse.tag}' exists for this company but has no standard-period data. ` +
-                'This typically means the company reports this item in a non-standard period or ' +
-                'the data lacks frame alignment. Try a related concept or check secedgar://concepts.');
+            throw notFound(`'${conceptResponse.tag}' exists for this company but has no standard-period data. This typically means the company reports this item in a non-standard period or the data lacks frame alignment. Try a related concept.`);
         }
         // Remove duplicates by frame value (keep latest filed)
         const byFrame = new Map();
@@ -180,7 +168,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         lines.push(`XBRL tag: ${result.concept}`);
         if (result.description)
             lines.push(result.description);
-        if (result.tags_tried && result.tags_tried.length > 1) {
+        if (result.tags_tried?.length) {
             lines.push(`Tags tried: ${result.tags_tried.join(', ')}`);
         }
         lines.push('');
@@ -190,7 +178,10 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 : result.unit === 'USD/shares'
                     ? `$${d.value.toFixed(2)}`
                     : d.value.toLocaleString();
-            lines.push(`${d.period}: ${formatted} (${d.form} filed ${d.filed}) [${d.accession_number}]`);
+            const fy = d.fiscal_year ?? '—';
+            const fp = d.fiscal_period ?? '—';
+            const range = d.start ? `${d.start} → ${d.end}` : d.end;
+            lines.push(`${d.period} [FY${fy} ${fp}]: ${formatted} (raw ${d.value}) | ${range} | ${d.form} filed ${d.filed} [${d.accession_number}]`);
         }
         return [{ type: 'text', text: lines.join('\n') }];
     },

package/dist/mcp-server/tools/definitions/get-financials.tool.js.map

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+{"version":3,"file":"get-financials.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAG3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,kNAAkN;IACpN,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CAAC,kEAAkE,CAAC;QAC/E,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CACP,sOAAsO,CACvO;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,CAAC,SAAS,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACrC,OAAO,CAAC,SAAS,CAAC;aAClB,QAAQ,CACP,kHAAkH,CACnH;QACH,WAAW,EAAE,CAAC;aACX,IAAI,CAAC,CAAC,QAAQ,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACpC,OAAO,CAAC,QAAQ,CAAC;aACjB,QAAQ,CAAC,sEAAsE,CAAC;KACpF,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC;QAC7C,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;QACxC,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;QACnD,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QACnE,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACzE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACnF,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC,CAAC,MAAM,CAAC;YACP,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qDAAqD,CAAC;YAClF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iBAAiB,CAAC;YAC7C,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;YACjF,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;YAC5C,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;YAC3D,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qCAAqC,CAAC;YACpF,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;YACnE,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;YACnE,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CAAC,yDAAyD,CAAC;SACvE,CAAC,CACH;aACA,QAAQ,CAAC,yCAAyC,CAAC;QACtD,UAAU,EAAE,CAAC;aACV,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,EAAE;aACV,QAAQ,CACP,4FAA4F,CAC7F;KACJ,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QAEjC,yBAAyB;QACzB,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QACrD,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,CAAC,KAAK,IAAI,CAAC,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,CAAC,EAAE,CAAC;YACjE,MAAM,QAAQ,CAAC,YAAY,KAAK,CAAC,OAAO,iDAAiD,CAAC,CAAC;QAC7F,CAAC;QAED,iCAAiC;QACjC,MAAM,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QAC9C,MAAM,IAAI,GAAG,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QACtD,MAAM,KAAK,GAAG,OAAO,EAAE,KAAK,IAAI,KAAK,CAAC,OAAO,CAAC;QAE9C,oEAAoE;QACpE,+FAA+F;QAC/F,IAAI,QAAQ,GAAG,KAAK,CAAC,QAAQ,CAAC;QAC9B,IAAI,OAAO,IAAI,KAAK,CAAC,QAAQ,KAAK,SAAS,EAAE,CAAC;YAC5C,QAAQ,GAAG,OAAO,CAAC,QAAiC,CAAC;QACvD,CAAC;QAED,8EAA8E;QAC9E,8DAA8D;QAC9D,IAAI,eAOS,CAAC;QACd,MAAM,SAAS,GAAa,EAAE,CAAC;QAC/B,MAAM,QAAQ,GAAyB,EAAE,CAAC;QAE1C,KAAK,MAAM,GAAG,IAAI,IAAI,EAAE,CAAC;YACvB,SAAS,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC;YACpB,MAAM,IAAI,GAAG,MAAM,GAAG,CAAC,oBAAoB,CAAC,KAAK,CAAC,GAAG,EAAE,QAAQ,EAAE,GAAG,CAAC,CAAC;YACtE,IAAI,CAAC,IAAI;gBAAE,SAAS;YACpB,IAAI,CAAC,eAAe,EAAE,CAAC;gBACrB,eAAe,GAAG;oBAChB,KAAK,EAAE,IAAI,CAAC,KAAK;oBACjB,KAAK,EAAE,IAAI,CAAC,KAAK;oBACjB,WAAW,EAAE,IAAI,CAAC,WAAW,IAAI,SAAS;oBAC1C,GAAG,EAAE,IAAI,CAAC,GAAG;iBACd,CAAC;YACJ,CAAC;YACD,KAAK,MAAM,KAAK,IAAI,MAAM,CAAC,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,EAAE,CAAC;gBAC9C,QAAQ,CAAC,IAAI,CAAC,GAAG,KAAK,CAAC,CAAC;YAC1B,CAAC;QACH,CAAC;QAED,IAAI,CAAC,eAAe,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YAC9C,MAAM,IAAI,GACR,QAAQ,KAAK,WAAW;gBACtB,CAAC,CAAC,gFAAgF;gBAClF,CAAC,CAAC,uFAAuF,CAAC;YAC9F,MAAM,QAAQ,CACZ,qBAAqB,KAAK,CAAC,OAAO,WAAW,QAAQ,sBAAsB,IAAI,EAAE,CAClF,CAAC;QACJ,CAAC;QAED,qFAAqF;QACrF,MAAM,OAAO,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAA+C,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC;QAE/F,2FAA2F;QAC3F,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACzB,MAAM,QAAQ,CACZ,IAAI,eAAe,CAAC,GAAG,kMAAkM,CAC1N,CAAC;QACJ,CAAC;QAED,uDAAuD;QACvD,MAAM,OAAO,GAAG,IAAI,GAAG,EAAkD,CAAC;QAC1E,KAAK,MAAM,IAAI,IAAI,OAAO,EAAE,CAAC;YAC3B,MAAM,QAAQ,GAAG,OAAO,CAAC,GAAG,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACzC,IAAI,CAAC,QAAQ,IAAI,IAAI,CAAC,KAAK,GAAG,QAAQ,CAAC,KAAK,EAAE,CAAC;gBAC7C,OAAO,CAAC,GAAG,CAAC,IAAI,CAAC,KAAK,EAAE,IAAI,CAAC,CAAC;YAChC,CAAC;QACH,CAAC;QAED,yFAAyF;QACzF,IAAI,QAAQ,GAAG,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,EAAE,CAAC,CAAC;QAC5C,IAAI,KAAK,CAAC,WAAW,KAAK,QAAQ,EAAE,CAAC;YACnC,QAAQ,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,WAAW,CAAC,IAAI,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC;QAC/D,CAAC;aAAM,IAAI,KAAK,CAAC,WAAW,KAAK,WAAW,EAAE,CAAC;YAC7C,QAAQ,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,aAAa,CAAC,IAAI,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC;QACjE,CAAC;QAED,0EAA0E;QAC1E,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,IAAI,OAAO,CAAC,IAA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package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts

@@ -0,0 +1,43 @@
+/**
+ * @fileoverview Search supported XBRL financial concepts by keyword, statement group, or taxonomy.
+ * Discovery tool for the friendly names accepted by secedgar_get_financials and secedgar_compare_metric.
+ * Also performs reverse lookup: passing a raw XBRL tag returns the friendly mapping(s) it belongs to.
+ * @module mcp-server/tools/definitions/search-concepts
+ */
+import { z } from '@cyanheads/mcp-ts-core';
+export declare const searchConceptsTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
+    search: z.ZodOptional<z.ZodString>;
+    group: z.ZodOptional<z.ZodEnum<{
+        income_statement: "income_statement";
+        balance_sheet: "balance_sheet";
+        cash_flow: "cash_flow";
+        per_share: "per_share";
+        entity_info: "entity_info";
+    }>>;
+    taxonomy: z.ZodOptional<z.ZodEnum<{
+        "us-gaap": "us-gaap";
+        "ifrs-full": "ifrs-full";
+        dei: "dei";
+    }>>;
+}, z.core.$strip>, z.ZodObject<{
+    total: z.ZodNumber;
+    concepts: z.ZodArray<z.ZodObject<{
+        name: z.ZodString;
+        label: z.ZodString;
+        tags: z.ZodArray<z.ZodString>;
+        taxonomy: z.ZodEnum<{
+            "us-gaap": "us-gaap";
+            "ifrs-full": "ifrs-full";
+            dei: "dei";
+        }>;
+        unit: z.ZodString;
+        group: z.ZodEnum<{
+            income_statement: "income_statement";
+            balance_sheet: "balance_sheet";
+            cash_flow: "cash_flow";
+            per_share: "per_share";
+            entity_info: "entity_info";
+        }>;
+    }, z.core.$strip>>;
+}, z.core.$strip>>;
+//# sourceMappingURL=search-concepts.tool.d.ts.map

package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map

@@ -0,0 +1 @@
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