npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.10.1 → 0.10.3 - Mend

@cyanheads/secedgar-mcp-server 0.10.1 → 0.10.3

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Files changed (43) hide show

package/dist/index.js CHANGED Viewed

@@ -33,6 +33,8 @@ process.env.CANVAS_PROVIDER_TYPE ??= 'duckdb';
 // to expose it.
 const dropEnabled = getServerConfig().dataframeDropEnabled;
 await createApp({
+    title: 'SEC EDGAR MCP Server',
+    websiteUrl: 'https://github.com/cyanheads/secedgar-mcp-server',
     tools: [
         companySearchTool,
         searchFilingsTool,

package/dist/index.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts CHANGED Viewed

@@ -2,9 +2,8 @@
  * @fileoverview Run a single-statement SELECT against the canvas dataframes
  * registered by SEC EDGAR data-returning tools. Layered SQL gate: framework
  * (single-statement → SELECT only → plan-walk allowlist + denied table
- * functions) plus a bridge-layer deny on DuckDB system catalogs
- * (information_schema, pg_catalog, sqlite_master, duckdb_*) so callers cannot
- * enumerate every df_<id> on the shared canvas.
+ * functions + system-catalog denial via `denySystemCatalogs`) so callers
+ * cannot enumerate every df_<id> on the shared canvas.
  * @module mcp-server/tools/definitions/dataframe-query
  */
 import { z } from '@cyanheads/mcp-ts-core';
@@ -30,6 +29,16 @@ export declare const dataframeQueryTool: import("@cyanheads/mcp-ts-core").ToolDe
     readonly code: JsonRpcErrorCode.ValidationError;
     readonly when: "The SQL query references a denied DuckDB system catalog (information_schema, pg_catalog, sqlite_master, duckdb_*)";
     readonly recovery: "Query only df_<id> tables. Use secedgar_dataframe_describe to list available dataframes.";
+}, {
+    readonly reason: "missing_table";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The SQL query references a df_<id> table that does not exist or has expired";
+    readonly recovery: "Use secedgar_dataframe_describe to list available dataframes and verify the table name.";
+}, {
+    readonly reason: "invalid_sql";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The SQL statement contains a syntax or execution error not covered by a more specific reason";
+    readonly recovery: "Check SQL syntax, column names, and table references against secedgar_dataframe_describe.";
 }], {
     readonly notice: z.ZodOptional<z.ZodString>;
 }>;

package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/dataframe-query.tool.js CHANGED Viewed

@@ -2,16 +2,15 @@
  * @fileoverview Run a single-statement SELECT against the canvas dataframes
  * registered by SEC EDGAR data-returning tools. Layered SQL gate: framework
  * (single-statement → SELECT only → plan-walk allowlist + denied table
- * functions) plus a bridge-layer deny on DuckDB system catalogs
- * (information_schema, pg_catalog, sqlite_master, duckdb_*) so callers cannot
- * enumerate every df_<id> on the shared canvas.
+ * functions + system-catalog denial via `denySystemCatalogs`) so callers
+ * cannot enumerate every df_<id> on the shared canvas.
  * @module mcp-server/tools/definitions/dataframe-query
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getCanvasBridge } from '../../../services/canvas-bridge/canvas-bridge.js';
 export const dataframeQueryTool = tool('secedgar_dataframe_query', {
-    description: 'Run a single-statement SELECT against the canvas dataframes registered by secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials. Read-only: writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected. System catalogs (information_schema, pg_catalog, sqlite_master, duckdb_*) are denied at the bridge layer — list dataframes via secedgar_dataframe_describe. Optional register_as chains the result as a new dataframe with a fresh TTL.',
+    description: 'Run a single-statement SELECT against the canvas dataframes registered by secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials. Read-only: writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected. System catalogs (information_schema, pg_catalog, sqlite_master, duckdb_*) are denied — list dataframes via secedgar_dataframe_describe. Optional register_as chains the result as a new dataframe with a fresh TTL.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: false },
     // Agent-facing context — empty-result and row-cap notices populated via ctx.enrich
     // so they reach structuredContent and content[] automatically.
@@ -34,6 +33,18 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             when: 'The SQL query references a denied DuckDB system catalog (information_schema, pg_catalog, sqlite_master, duckdb_*)',
             recovery: 'Query only df_<id> tables. Use secedgar_dataframe_describe to list available dataframes.',
         },
+        {
+            reason: 'missing_table',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'The SQL query references a df_<id> table that does not exist or has expired',
+            recovery: 'Use secedgar_dataframe_describe to list available dataframes and verify the table name.',
+        },
+        {
+            reason: 'invalid_sql',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The SQL statement contains a syntax or execution error not covered by a more specific reason',
+            recovery: 'Check SQL syntax, column names, and table references against secedgar_dataframe_describe.',
+        },
     ],
     input: z.object({
         sql: z

package/dist/mcp-server/tools/definitions/dataframe-query.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts CHANGED Viewed

@@ -71,5 +71,9 @@ export declare const fetchFramesTool: import("@cyanheads/mcp-ts-core").ToolDefin
     readonly code: JsonRpcErrorCode.NotFound;
     readonly when: "Concept resolves but no companies report this metric for the requested period and unit";
     readonly recovery: "Check duration vs instant period, unit, and that the period exists post-CY2009.";
-}], undefined>;
+}], {
+    readonly truncated: z.ZodOptional<z.ZodBoolean>;
+    readonly shown: z.ZodOptional<z.ZodNumber>;
+    readonly cap: z.ZodOptional<z.ZodNumber>;
+}>;
 //# sourceMappingURL=fetch-frames.tool.d.ts.map

package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/fetch-frames.tool.js CHANGED Viewed

@@ -39,6 +39,11 @@ function fiscalQ4Caveats(period) {
 export const fetchFramesTool = tool('secedgar_fetch_frames', {
     description: 'Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns the top N ranked companies; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accepts friendly names like "revenue" or "assets" (discover via secedgar_search_concepts) or raw XBRL tags. One call hits one XBRL tag — when a friendly name maps to multiple same-meaning tags, the response\'s `unqueried_tags` lists the others; call again per tag and UNION/COALESCE in SQL with an analysis-specific priority (e.g. SalesRevenueGoodsNet is goods-only). The response\'s `related_tags` separately flags alternate-DEFINITION tags a meaningful share of filers use as their primary line (e.g. cash incl. restricted cash, equity incl. noncontrolling interest) — a whole-universe screen on the base tag silently omits those filers; query them separately, but do not blindly union (the semantics differ). Response includes `value_distribution` and `period_end_range` to flag XBRL scale-factor anomalies and fiscal-year mixing.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    enrichment: {
+        truncated: z.boolean().optional().describe('True when the inline data[] was capped by limit.'),
+        shown: z.number().optional().describe('Number of companies shown inline.'),
+        cap: z.number().optional().describe('The limit cap applied.'),
+    },
     errors: [
         {
             reason: 'unknown_concept',
@@ -152,7 +157,15 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         const unit = (mapping?.unit ?? input.unit).replace('/', '-per-');
         const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period);
         if (!framesResponse) {
-            if (!mapping) {
+            /**
+             * Distinguish between malformed input and valid-but-empty XBRL tags (#45).
+             *
+             * A well-formed XBRL tag (letter followed by alphanumerics — e.g. `SalesRevenueNet`,
+             * `RevenueFromContractsWithCustomers`) may return 404 because the tag is deprecated or
+             * has no data for the requested period/unit. This is `no_data`, not `unknown_concept`.
+             * `unknown_concept` is reserved for genuinely malformed input (e.g. "foo bar", "123abc").
+             */
+            if (!mapping && !/^[A-Za-z][A-Za-z0-9]*$/.test(input.concept)) {
                 throw ctx.fail('unknown_concept', `Unknown concept '${input.concept}'.`, {
                     ...ctx.recoveryFor('unknown_concept'),
                     concept: input.concept,
@@ -173,7 +186,11 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             return { entry, cik, ticker };
         }));
         const sorted = [...enriched].sort((a, b) => input.sort === 'desc' ? b.entry.val - a.entry.val : a.entry.val - b.entry.val);
-        const data = sorted.slice(0, input.limit).map(({ entry, cik, ticker }, i) => ({
+        const sliced = sorted.slice(0, input.limit);
+        if (sorted.length > input.limit) {
+            ctx.enrich.truncated({ shown: input.limit, cap: input.limit });
+        }
+        const data = sliced.map(({ entry, cik, ticker }, i) => ({
             rank: i + 1,
             company_name: entry.entityName,
             cik,
@@ -228,6 +245,16 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         const unqueriedTags = mapping ? mapping.tags.slice(1) : [];
         const relatedTags = mapping?.relatedTags ?? [];
         const caveats = fiscalQ4Caveats(input.period);
+        /**
+         * Artifact caveat (#49): when max/p95 ratio is suspiciously high, warn that
+         * top values may be reverse-split or tiny-denominator artifacts. Use a lower
+         * threshold for per-share units (USD-per-shares) where split artifacts are
+         * especially common.
+         */
+        const artifactThreshold = unit === 'USD-per-shares' ? 50 : 200;
+        if (valueDistribution.max_to_p95_ratio > artifactThreshold) {
+            caveats.push('Top values may be split/denominator artifacts — verify value_distribution before trusting absolute rankings.');
+        }
         ctx.log.info('Frames fetched', {
             concept: tag,
             period: input.period,

package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts CHANGED Viewed

@@ -68,5 +68,9 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
     readonly code: JsonRpcErrorCode.NotFound;
     readonly when: "Concept has data but the period_type filter excluded all of it";
     readonly recovery: "Switch period_type to \"quarterly\" or \"all\" for balance sheet items.";
-}], undefined>;
+}], {
+    readonly truncated: z.ZodOptional<z.ZodBoolean>;
+    readonly shown: z.ZodOptional<z.ZodNumber>;
+    readonly cap: z.ZodOptional<z.ZodNumber>;
+}>;
 //# sourceMappingURL=get-financials.tool.d.ts.map

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

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/get-financials.tool.js CHANGED Viewed

@@ -11,6 +11,11 @@ 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. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    enrichment: {
+        truncated: z.boolean().optional().describe('True when the inline data[] was capped by limit.'),
+        shown: z.number().optional().describe('Number of periods shown inline.'),
+        cap: z.number().optional().describe('The limit cap applied.'),
+    },
     errors: [
         {
             reason: 'company_not_found',
@@ -59,7 +64,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         period_type: z
             .enum(['annual', 'quarterly', 'all'])
             .optional()
-            .describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. When omitted, defaults to "annual" for income/cash-flow concepts and "all" for balance-sheet (instant) items so balance-sheet calls return data on the first attempt.'),
+            .describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. When omitted, defaults to "annual"; instant (balance-sheet) concepts automatically fall back to returning the full series on the first call when the annual filter yields nothing (#48).'),
         limit: z
             .number()
             .int()
@@ -160,15 +165,18 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 : mapping.tags
             : [input.concept];
         const label = mapping?.label ?? input.concept;
-        // Balance-sheet items emit instant frames (CYxxxxQxI), which the "annual" filter
-        // (/^CY\d{4}$/) excludes. Default to "all" for them so a bare friendly-name call returns data.
-        const effectivePeriodType = input.period_type ?? (mapping?.group === 'balance_sheet' ? 'all' : 'annual');
+        // Default to "annual" for unset period_type; post-fetch fallback handles instant concepts (#48).
+        const effectivePeriodType = input.period_type ?? 'annual';
         // 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 = [];
+        /**
+         * Each unit is augmented with its source-tag index so the frame dedup can
+         * resolve collisions by tag priority (#44). Index 0 = preferred total.
+         */
         const allUnits = [];
-        for (const tag of tags) {
+        for (const [tagIdx, tag] of tags.entries()) {
             tagsTried.push(tag);
             const resp = await api.tryGetCompanyConcept(match.cik, taxonomy, tag);
             if (!resp)
@@ -182,7 +190,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 };
             }
             for (const units of Object.values(resp.units)) {
-                allUnits.push(...units);
+                for (const u of units) {
+                    allUnits.push({ ...u, _tagIdx: tagIdx });
+                }
             }
         }
         if (!conceptResponse || allUnits.length === 0) {
@@ -230,36 +240,67 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 tag: conceptResponse.tag,
             });
         }
-        // Remove duplicates by frame value (keep latest filed)
+        /**
+         * Remove duplicates by frame value using tag-priority-aware selection (#44).
+         *
+         * When two facts share a frame, the one with the lower `_tagIdx` wins
+         * (index 0 = preferred total, e.g. IFRS `Revenue` > `RevenueFromContractsWithCustomers`).
+         * Ties within the same tag index are broken by latest `filed` to preserve
+         * restatement handling (amended filing replaces the original).
+         */
         const byFrame = new Map();
         for (const unit of deduped) {
             const existing = byFrame.get(unit.frame);
-            if (!existing || unit.filed > existing.filed) {
+            if (!existing) {
+                byFrame.set(unit.frame, unit);
+            }
+            else if (unit._tagIdx < existing._tagIdx ||
+                (unit._tagIdx === existing._tagIdx && unit.filed > existing.filed)) {
                 byFrame.set(unit.frame, unit);
             }
         }
+        // Strip the internal _tagIdx from results before further use
+        const byFrameClean = new Map();
+        for (const [k, v] of byFrame) {
+            const { _tagIdx: _, ...rest } = v;
+            byFrameClean.set(k, rest);
+        }
         // Filter by period type using frame pattern (fp reflects the filing, not the data point)
-        let filtered = Array.from(byFrame.values());
+        // resolvedPeriodType tracks the actual period type after the instant fallback (#48).
+        let resolvedPeriodType = effectivePeriodType;
+        let filtered = Array.from(byFrameClean.values());
         if (effectivePeriodType === 'annual') {
             filtered = filtered.filter((u) => /^CY\d{4}$/.test(u.frame));
         }
         else if (effectivePeriodType === 'quarterly') {
             filtered = filtered.filter((u) => /^CY\d{4}Q\d/.test(u.frame));
         }
-        // If period_type filter removed everything, suggest the right period type
-        if (filtered.length === 0 && byFrame.size > 0) {
-            const sample = byFrame.values().next().value;
+        // If period_type filter removed everything, check for instant-concept fallback (#48)
+        if (filtered.length === 0 && byFrameClean.size > 0) {
+            const sample = byFrameClean.values().next().value;
             const hasInstant = sample && /I$/.test(sample.frame);
-            const hint = hasInstant
-                ? 'This is a balance sheet (instant) item — try period_type: "quarterly" or "all".'
-                : effectivePeriodType === 'annual'
-                    ? 'No annual data found — try period_type: "quarterly" or "all".'
-                    : 'No quarterly data found — try period_type: "annual" or "all".';
-            throw ctx.fail('no_period_data', `No ${effectivePeriodType} data for '${conceptResponse.tag}'.`, {
-                recovery: { hint },
-                tag: conceptResponse.tag,
-                period_type: effectivePeriodType,
-            });
+            /**
+             * Post-fetch instant fallback (#48): when `period_type` was NOT explicitly set
+             * and the annual filter emptied a non-empty series whose frames are all instant
+             * (CY####Q#I), return the full set. The caller asked for the concept's default
+             * period — the right answer is the series that actually exists, not an error.
+             */
+            if (hasInstant && input.period_type === undefined) {
+                filtered = Array.from(byFrameClean.values());
+                resolvedPeriodType = 'all';
+            }
+            else {
+                const hint = hasInstant
+                    ? 'This is a balance sheet (instant) item — try period_type: "quarterly" or "all".'
+                    : effectivePeriodType === 'annual'
+                        ? 'No annual data found — try period_type: "quarterly" or "all".'
+                        : 'No quarterly data found — try period_type: "annual" or "all".';
+                throw ctx.fail('no_period_data', `No ${effectivePeriodType} data for '${conceptResponse.tag}'.`, {
+                    recovery: { hint },
+                    tag: conceptResponse.tag,
+                    period_type: effectivePeriodType,
+                });
+            }
         }
         // Sort newest first
         filtered.sort((a, b) => b.end.localeCompare(a.end));
@@ -303,12 +344,18 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                     cik: match.cik,
                     concept: conceptResponse.tag,
                     taxonomy,
-                    period_type: effectivePeriodType,
+                    period_type: resolvedPeriodType,
                 },
             });
             if (registered)
                 dataset = toDatasetField(registered);
         }
+        // Slice inline view when a limit was requested; the dataframe holds the
+        // full series, so older periods stay queryable via the dataframe handle (#32).
+        const inlineData = input.limit ? data.slice(0, input.limit) : data;
+        if (input.limit && data.length > input.limit) {
+            ctx.enrich.truncated({ shown: input.limit, cap: input.limit });
+        }
         ctx.log.info('Financials retrieved', {
             company: match.cik,
             concept: conceptResponse.tag,
@@ -322,9 +369,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             label: conceptResponse.label || label,
             description: conceptResponse.description || undefined,
             unit: unitKey,
-            // Slice the inline view only; the dataframe registered above holds the
-            // full series, so older periods stay queryable via the dataframe handle (#32).
-            data: input.limit ? data.slice(0, input.limit) : data,
+            data: inlineData,
             tags_tried: tagsTried.length > 1 ? tagsTried : undefined,
             dataset,
         };

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package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts CHANGED Viewed

@@ -29,6 +29,10 @@ export declare const getInsiderTransactionsTool: import("@cyanheads/mcp-ts-core"
         transaction_type: z.ZodString;
         is_derivative: z.ZodBoolean;
         shares_traded: z.ZodOptional<z.ZodNumber>;
+        direction: z.ZodOptional<z.ZodEnum<{
+            acquire: "acquire";
+            dispose: "dispose";
+        }>>;
         price_per_share: z.ZodOptional<z.ZodNumber>;
         shares_owned_after: z.ZodOptional<z.ZodNumber>;
         ownership_type: z.ZodOptional<z.ZodEnum<{
@@ -56,5 +60,8 @@ export declare const getInsiderTransactionsTool: import("@cyanheads/mcp-ts-core"
     readonly recovery: "Use secedgar_search_filings with forms=[\"4\"] for broader historical coverage.";
 }], {
     readonly notice: z.ZodOptional<z.ZodString>;
+    readonly truncated: z.ZodOptional<z.ZodBoolean>;
+    readonly shown: z.ZodOptional<z.ZodNumber>;
+    readonly cap: z.ZodOptional<z.ZodNumber>;
 }>;
 //# sourceMappingURL=get-insider-transactions.tool.d.ts.map

package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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1	+ {"version":3,"file":"get-insider-transactions.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-insider-transactions.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAwCjE,eAAO,MAAM,0BAA0B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAsZrC,CAAC"}