@cyanheads/secedgar-mcp-server 0.1.9

package/Dockerfile

@@ -0,0 +1,99 @@
+# ==============================================================================
+# Build Stage
+#
+# This stage installs all dependencies (including dev), builds the TypeScript
+# source code into JavaScript, and prepares the production assets.
+# ==============================================================================
+FROM oven/bun:1 AS build
+
+WORKDIR /usr/src/app
+
+# Copy dependency manifests for optimized layer caching
+COPY package.json bun.lock ./
+
+# Install all dependencies (including dev dependencies for building)
+RUN bun install --frozen-lockfile
+
+# Copy the rest of the source code
+COPY . .
+
+# Build the application
+RUN bun run build
+
+
+# ==============================================================================
+# Production Stage
+#
+# This stage creates a minimal, optimized, and secure image for running the
+# application. It uses a slim base image and only includes production
+# dependencies and build artifacts.
+# ==============================================================================
+FROM oven/bun:1-slim AS production
+
+WORKDIR /usr/src/app
+
+# Set the environment to production for performance and to ensure only
+# production dependencies are installed.
+ENV NODE_ENV=production
+
+# OCI image metadata (https://github.com/opencontainers/image-spec/blob/main/annotations.md)
+LABEL org.opencontainers.image.title="@cyanheads/secedgar-mcp-server"
+LABEL org.opencontainers.image.description="Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP."
+LABEL org.opencontainers.image.source="https://github.com/cyanheads/secedgar-mcp-server"
+LABEL org.opencontainers.image.licenses="Apache-2.0"
+
+# Copy dependency manifests
+COPY package.json bun.lock ./
+
+# Install only production dependencies, ignoring any lifecycle scripts (like 'prepare')
+# that are not needed in the final production image.
+RUN bun install --production --frozen-lockfile --ignore-scripts
+
+# Conditionally install OpenTelemetry optional peer dependencies (Tier 3).
+# These are not bundled by default to keep the base image lean. Enable at build time
+# with: docker build --build-arg OTEL_ENABLED=true
+ARG OTEL_ENABLED=true
+RUN if [ "$OTEL_ENABLED" = "true" ]; then \
+      bun add @hono/otel \
+        @opentelemetry/instrumentation-http \
+        @opentelemetry/exporter-metrics-otlp-http \
+        @opentelemetry/exporter-trace-otlp-http \
+        @opentelemetry/instrumentation-pino \
+        @opentelemetry/resources \
+        @opentelemetry/sdk-metrics \
+        @opentelemetry/sdk-node \
+        @opentelemetry/sdk-trace-node \
+        @opentelemetry/semantic-conventions; \
+    fi
+
+# Copy the compiled application code from the build stage
+COPY --from=build /usr/src/app/dist ./dist
+
+# The 'oven/bun' image already provides a non-root user named 'bun'.
+# We will use this existing user for enhanced security.
+
+# Create and set permissions for the log directory, assigning ownership to the 'bun' user.
+RUN mkdir -p /var/log/secedgar-mcp-server && chown -R bun:bun /var/log/secedgar-mcp-server
+
+# Switch to the non-root user
+USER bun
+
+# Define an argument for the port, allowing it to be overridden at build time.
+# The `PORT` variable is often injected by cloud environments at runtime.
+ARG PORT
+
+# Set runtime environment variables
+# Note: PORT is an automatic variable in many cloud environments (e.g., Cloud Run)
+ENV MCP_HTTP_PORT=${PORT:-3010}
+ENV MCP_HTTP_HOST="0.0.0.0"
+ENV MCP_TRANSPORT_TYPE="http"
+ENV MCP_SESSION_MODE="stateless"
+ENV MCP_LOG_LEVEL="info"
+ENV LOGS_DIR="/var/log/secedgar-mcp-server"
+ENV MCP_FORCE_CONSOLE_LOGGING="true"
+
+# Expose the port the server listens on
+EXPOSE ${MCP_HTTP_PORT}
+
+# The command to start the server
+CMD ["bun", "run", "dist/index.js"]

package/LICENSE

@@ -0,0 +1,190 @@
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package/README.md

@@ -0,0 +1,260 @@
+<div align="center">
+  <h1>@cyanheads/secedgar-mcp-server</h1>
+  <p><b>Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.</b>
+  <div>5 Tools • 2 Resources • 1 Prompt</div>
+  </p>
+</div>
+
+<div align="center">
+
+[![npm](https://img.shields.io/npm/v/@cyanheads/secedgar-mcp-server?style=flat-square&logo=npm&logoColor=white)](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [![Framework](https://img.shields.io/badge/Built%20on-@cyanheads/mcp--ts--core-259?style=flat-square)](https://www.npmjs.com/package/@cyanheads/mcp-ts-core) [![MCP SDK](https://img.shields.io/badge/MCP%20SDK-^1.27.1-green.svg?style=flat-square)](https://modelcontextprotocol.io/)
+
+[![License](https://img.shields.io/badge/License-Apache%202.0-orange.svg?style=flat-square)](./LICENSE) [![TypeScript](https://img.shields.io/badge/TypeScript-^6.0.2-3178C6.svg?style=flat-square)](https://www.typescriptlang.org/) [![Bun](https://img.shields.io/badge/Bun-v1.3.11-blueviolet.svg?style=flat-square)](https://bun.sh/)
+
+</div>
+
+---
+
+## Tools
+
+Five tools for querying SEC EDGAR data:
+
+| Tool | Description |
+|:---|:---|
+| `secedgar_company_search` | Find companies and retrieve entity info with optional recent filings |
+| `secedgar_search_filings` | Full-text search across all EDGAR filing documents since 1993 |
+| `secedgar_get_filing` | Fetch a specific filing's metadata and document content |
+| `secedgar_get_financials` | Get historical XBRL financial data for a company |
+| `secedgar_compare_metric` | Compare a financial metric across all reporting companies |
+
+### `secedgar_company_search`
+
+Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.
+
+- Supports ticker symbols (`AAPL`), company names (`Apple`), or CIK numbers (`320193`)
+- Optionally includes recent filings with form type filtering
+- Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation
+
+---
+
+### `secedgar_search_filings`
+
+Full-text search across all EDGAR filing documents since 1993.
+
+- Exact phrases (`"material weakness"`), boolean operators (`revenue OR income`), wildcards (`account*`)
+- Entity targeting within query string (`cik:320193` or `ticker:AAPL`)
+- Date range filtering, form type filtering, pagination up to 10,000 results
+- Returns form distribution for narrowing follow-up searches
+
+---
+
+### `secedgar_get_filing`
+
+Fetch a specific filing's metadata and document content by accession number.
+
+- Accepts accession numbers in dash or no-dash format
+- Converts HTML filings to readable plain text
+- Configurable content limit (1K–200K characters, default 50K)
+- Can fetch specific exhibits by document name
+
+---
+
+### `secedgar_get_financials`
+
+Get historical XBRL financial data for a company with friendly concept name resolution.
+
+- Friendly names like `"revenue"`, `"net_income"`, `"eps_diluted"` auto-resolve to correct XBRL tags
+- Handles historical tag changes (e.g., ASC 606 revenue recognition)
+- Automatic deduplication to one value per standard calendar period
+- Filter by annual, quarterly, or all periods
+- See `secedgar://concepts` resource for the full mapping
+
+---
+
+### `secedgar_compare_metric`
+
+Compare a financial metric across all reporting companies for a specific period.
+
+- Same friendly concept names as `secedgar_get_financials`
+- Supports annual (`CY2023`), quarterly (`CY2024Q2`), and instant (`CY2023Q4I`) periods
+- Sorted ranking with configurable limit and direction
+- Enriches results with ticker symbols where available
+
+## Resources
+
+| URI | Description |
+|:---|:---|
+| `secedgar://concepts` | Common XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags |
+| `secedgar://filing-types` | Common SEC filing types with descriptions, cadence, and use cases |
+
+## Prompts
+
+| Prompt | Description |
+|:---|:---|
+| `secedgar_company_analysis` | Guides a structured analysis of a public company's SEC filings: identify recent filings, extract financial trends, surface risk factors, and note material events |
+
+## Features
+
+Built on [`@cyanheads/mcp-ts-core`](https://github.com/cyanheads/mcp-ts-core):
+
+- Declarative tool definitions — single file per tool, framework handles registration and validation
+- Structured output schemas with automatic formatting for human-readable display
+- Unified error handling across all tools
+- Pluggable auth (`none`, `jwt`, `oauth`)
+- Structured logging with request-scoped context
+- Runs locally (stdio/HTTP) from the same codebase
+
+SEC EDGAR–specific:
+
+- Rate-limited HTTP client respecting SEC's 10 req/s limit with automatic inter-request delay
+- CIK resolution from tickers, company names, or raw CIK numbers with local caching
+- Friendly XBRL concept name mapping with historical tag change handling
+- HTML-to-text conversion for filing documents via `html-to-text`
+- No API keys required — SEC EDGAR is a free, public API
+
+## Getting started
+
+### MCP client configuration
+
+Add the following to your MCP client configuration file.
+
+```json
+{
+  "mcpServers": {
+    "secedgar": {
+      "type": "stdio",
+      "command": "bunx",
+      "args": ["@cyanheads/secedgar-mcp-server@latest"],
+      "env": {
+        "EDGAR_USER_AGENT": "YourAppName your-email@example.com",
+        "MCP_TRANSPORT_TYPE": "stdio"
+      }
+    }
+  }
+}
+```
+
+Or with npx (no Bun required):
+
+```json
+{
+  "mcpServers": {
+    "secedgar": {
+      "type": "stdio",
+      "command": "npx",
+      "args": ["-y", "@cyanheads/secedgar-mcp-server@latest"],
+      "env": {
+        "EDGAR_USER_AGENT": "YourAppName your-email@example.com",
+        "MCP_TRANSPORT_TYPE": "stdio"
+      }
+    }
+  }
+}
+```
+
+For Streamable HTTP, set the transport and start the server:
+
+```sh
+MCP_TRANSPORT_TYPE=http MCP_HTTP_PORT=3010 bun run start:http
+# Server listens at http://localhost:3010/mcp
+```
+
+### Prerequisites
+
+- [Bun v1.3.0](https://bun.sh/) or higher.
+
+### Installation
+
+1. **Clone the repository:**
+
+```sh
+git clone https://github.com/cyanheads/secedgar-mcp-server.git
+```
+
+2. **Navigate into the directory:**
+
+```sh
+cd secedgar-mcp-server
+```
+
+3. **Install dependencies:**
+
+```sh
+bun install
+```
+
+4. **Build:**
+
+```sh
+bun run build
+```
+
+## Configuration
+
+All configuration is validated at startup via Zod schemas in `src/config/server-config.ts`. Key environment variables:
+
+| Variable | Description | Default |
+|:---|:---|:---|
+| `EDGAR_USER_AGENT` | **Required.** User-Agent header for SEC compliance. Format: `"AppName contact@email.com"`. SEC blocks IPs without a valid User-Agent. | — |
+| `EDGAR_RATE_LIMIT_RPS` | Max requests/second to SEC APIs. Do not exceed 10. | `10` |
+| `EDGAR_TICKER_CACHE_TTL` | Seconds to cache the company tickers lookup file. | `3600` |
+| `MCP_TRANSPORT_TYPE` | Transport: `stdio` or `http` | `stdio` |
+| `MCP_HTTP_PORT` | HTTP server port | `3010` |
+| `MCP_AUTH_MODE` | Authentication: `none`, `jwt`, or `oauth` | `none` |
+| `MCP_LOG_LEVEL` | Log level (`debug`, `info`, `warning`, `error`, etc.) | `info` |
+
+## Running the server
+
+### Local development
+
+- **Build and run the production version:**
+
+  ```sh
+  bun run rebuild
+  bun run start:http   # or start:stdio
+  ```
+
+- **Run checks and tests:**
+  ```sh
+  bun run devcheck     # Lints, formats, type-checks
+  bun run test         # Runs test suite
+  ```
+
+### Docker
+
+```sh
+docker build -t secedgar-mcp-server .
+docker run -e EDGAR_USER_AGENT="MyApp my@email.com" -p 3010:3010 secedgar-mcp-server
+```
+
+## Project structure
+
+| Directory | Purpose |
+|:---|:---|
+| `src/mcp-server/tools/definitions/` | Tool definitions (`*.tool.ts`). Five SEC EDGAR tools. |
+| `src/mcp-server/resources/definitions/` | Resource definitions. XBRL concepts and filing types. |
+| `src/mcp-server/prompts/definitions/` | Prompt definitions. Company analysis prompt. |
+| `src/services/edgar/` | SEC EDGAR API client, XBRL concept mapping, HTML-to-text conversion. |
+| `src/config/` | Server-specific environment variable parsing and validation with Zod. |
+| `tests/` | Unit and integration tests, mirroring the `src/` structure. |
+
+## Development guide
+
+See [`CLAUDE.md`](./CLAUDE.md) for development guidelines and architectural rules. The short version:
+
+- Handlers throw, framework catches — no `try/catch` in tool logic
+- Use `ctx.log` for logging, `ctx.state` for storage
+- Register new tools and resources in the `createApp()` arrays
+
+## Contributing
+
+Issues and pull requests are welcome. Run checks and tests before submitting:
+
+```sh
+bun run devcheck
+bun run test
+```
+
+## License
+
+This project is licensed under the Apache 2.0 License. See the [LICENSE](./LICENSE) file for details.

package/dist/config/server-config.d.ts

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+/**
+ * @fileoverview Server-specific configuration for SEC EDGAR API access.
+ * @module config/server-config
+ */
+import { z } from '@cyanheads/mcp-ts-core';
+declare const ServerConfigSchema: z.ZodObject<{
+    userAgent: z.ZodString;
+    rateLimitRps: z.ZodDefault<z.ZodCoercedNumber<unknown>>;
+    tickerCacheTtl: z.ZodDefault<z.ZodCoercedNumber<unknown>>;
+}, z.core.$strip>;
+export type ServerConfig = z.infer<typeof ServerConfigSchema>;
+export declare function getServerConfig(): ServerConfig;
+export {};
+//# sourceMappingURL=server-config.d.ts.map

package/dist/config/server-config.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"server-config.d.ts","sourceRoot":"","sources":["../../src/config/server-config.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAE3C,QAAA,MAAM,kBAAkB;;;;iBAiBtB,CAAC;AAEH,MAAM,MAAM,YAAY,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,kBAAkB,CAAC,CAAC;AAI9D,wBAAgB,eAAe,IAAI,YAAY,CAO9C"}

package/dist/config/server-config.js

@@ -0,0 +1,33 @@
+/**
+ * @fileoverview Server-specific configuration for SEC EDGAR API access.
+ * @module config/server-config
+ */
+import { z } from '@cyanheads/mcp-ts-core';
+const ServerConfigSchema = z.object({
+    userAgent: z
+        .string()
+        .describe('User-Agent header for SEC compliance. Format: "AppName contact@email.com"'),
+    rateLimitRps: z.coerce
+        .number()
+        .int()
+        .min(1)
+        .max(10)
+        .default(10)
+        .describe('Max requests/second to SEC APIs'),
+    tickerCacheTtl: z.coerce
+        .number()
+        .int()
+        .min(60)
+        .default(3600)
+        .describe('Seconds to cache company_tickers.json'),
+});
+let _config;
+export function getServerConfig() {
+    _config ??= ServerConfigSchema.parse({
+        userAgent: process.env.EDGAR_USER_AGENT,
+        rateLimitRps: process.env.EDGAR_RATE_LIMIT_RPS,
+        tickerCacheTtl: process.env.EDGAR_TICKER_CACHE_TTL,
+    });
+    return _config;
+}
+//# sourceMappingURL=server-config.js.map

package/dist/config/server-config.js.map

@@ -0,0 +1 @@
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package/dist/index.d.ts

@@ -0,0 +1,7 @@
+#!/usr/bin/env node
+/**
+ * @fileoverview secedgar-mcp-server MCP server entry point.
+ * @module index
+ */
+export {};
+//# sourceMappingURL=index.d.ts.map

package/dist/index.d.ts.map

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package/dist/index.js

@@ -0,0 +1,30 @@
+#!/usr/bin/env node
+/**
+ * @fileoverview secedgar-mcp-server MCP server entry point.
+ * @module index
+ */
+import { createApp } from '@cyanheads/mcp-ts-core';
+import { companyAnalysisPrompt } from './mcp-server/prompts/definitions/company-analysis.prompt.js';
+import { conceptsResource } from './mcp-server/resources/definitions/concepts.resource.js';
+import { filingTypesResource } from './mcp-server/resources/definitions/filing-types.resource.js';
+import { companySearchTool } from './mcp-server/tools/definitions/company-search.tool.js';
+import { compareMetricTool } from './mcp-server/tools/definitions/compare-metric.tool.js';
+import { getFilingTool } from './mcp-server/tools/definitions/get-filing.tool.js';
+import { getFinancialsTool } from './mcp-server/tools/definitions/get-financials.tool.js';
+import { searchFilingsTool } from './mcp-server/tools/definitions/search-filings.tool.js';
+import { initEdgarApiService } from './services/edgar/edgar-api-service.js';
+await createApp({
+    tools: [
+        companySearchTool,
+        searchFilingsTool,
+        getFilingTool,
+        getFinancialsTool,
+        compareMetricTool,
+    ],
+    resources: [conceptsResource, filingTypesResource],
+    prompts: [companyAnalysisPrompt],
+    setup() {
+        initEdgarApiService();
+    },
+});
+//# sourceMappingURL=index.js.map

package/dist/index.js.map

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package/dist/mcp-server/prompts/definitions/company-analysis.prompt.d.ts

@@ -0,0 +1,10 @@
+/**
+ * @fileoverview Prompt template for structured analysis of a public company's SEC filings.
+ * @module mcp-server/prompts/definitions/company-analysis
+ */
+import { z } from '@cyanheads/mcp-ts-core';
+export declare const companyAnalysisPrompt: import("@cyanheads/mcp-ts-core").PromptDefinition<z.ZodObject<{
+    company: z.ZodString;
+    focus_areas: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>>;
+//# sourceMappingURL=company-analysis.prompt.d.ts.map

package/dist/mcp-server/prompts/definitions/company-analysis.prompt.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"company-analysis.prompt.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAU,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,eAAO,MAAM,qBAAqB;;;kBAwChC,CAAC"}