@cyanheads/secedgar-mcp-server 0.10.1 → 0.10.3
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/index.js +2 -0
- package/dist/index.js.map +1 -1
- package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts +12 -3
- package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/dataframe-query.tool.js +15 -4
- package/dist/mcp-server/tools/definitions/dataframe-query.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts +5 -1
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.js +29 -2
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts +5 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.js +71 -26
- package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts +7 -0
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.js +24 -5
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts +3 -0
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js +9 -0
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts +3 -0
- package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.js +6 -0
- package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
- package/dist/services/canvas-bridge/canvas-bridge.d.ts +22 -16
- package/dist/services/canvas-bridge/canvas-bridge.d.ts.map +1 -1
- package/dist/services/canvas-bridge/canvas-bridge.js +72 -31
- package/dist/services/canvas-bridge/canvas-bridge.js.map +1 -1
- package/dist/services/canvas-bridge/sql-gate-extras.d.ts +9 -9
- package/dist/services/canvas-bridge/sql-gate-extras.d.ts.map +1 -1
- package/dist/services/canvas-bridge/sql-gate-extras.js +6 -38
- package/dist/services/canvas-bridge/sql-gate-extras.js.map +1 -1
- package/dist/services/edgar/concept-map.d.ts.map +1 -1
- package/dist/services/edgar/concept-map.js +9 -2
- package/dist/services/edgar/concept-map.js.map +1 -1
- package/dist/services/edgar/edgar-api-service.d.ts +5 -0
- package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
- package/dist/services/edgar/edgar-api-service.js +20 -2
- package/dist/services/edgar/edgar-api-service.js.map +1 -1
- package/package.json +3 -3
- package/server.json +3 -3
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@@ -43,7 +43,7 @@ function ownerRelationship(owner) {
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}
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export const getInsiderTransactionsTool = tool('secedgar_get_insider_transactions', {
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title: 'Get Insider Transactions',
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description: 'Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded, price per share, and shares owned after the transaction. Covers nonDerivative transactions (open-market buys/sells, gifts) and derivative transactions (option exercises, RSU vests). When a canvas is available, the full set of transactions parsed from the scanned recent filings is materialized as df_<id> (the inline list is a preview capped at limit) — query it with secedgar_dataframe_query to aggregate net buy/sell by insider. Use secedgar_search_filings with forms=["4"] for broader date-range queries or to search across all companies.',
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description: 'Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded (absolute magnitude), direction (acquire/dispose), price per share, and shares owned after the transaction. Covers nonDerivative transactions (open-market buys/sells, gifts) and derivative transactions (option exercises, RSU vests). When a canvas is available, the full set of transactions parsed from the scanned recent filings is materialized as df_<id> (the inline list is a preview capped at limit) — query it with secedgar_dataframe_query to aggregate net buy/sell by insider: SUM(CASE WHEN direction=\'dispose\' THEN -shares_traded ELSE shares_traded END). Use secedgar_search_filings with forms=["4"] for broader date-range queries or to search across all companies.',
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annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
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errors: [
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{
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@@ -112,7 +112,11 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
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shares_traded: z
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.number()
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.optional()
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.describe('
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.describe('Absolute number of shares involved (always positive). Absent when the filing omits this field. Use `direction` to distinguish acquisitions from disposals.'),
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direction: z
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.enum(['acquire', 'dispose'])
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.optional()
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.describe('Whether shares were acquired or disposed. "acquire" = buy, award, exercise; "dispose" = sale, gift, return. Absent when shares_traded is absent.'),
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price_per_share: z
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.number()
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.optional()
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@@ -152,6 +156,12 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
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.string()
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.optional()
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.describe('Guidance when results are empty after filtering — explains the filter applied and suggests alternatives.'),
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truncated: z
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.boolean()
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.optional()
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.describe('True when the inline transactions[] was capped by limit.'),
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shown: z.number().optional().describe('Number of transactions shown inline.'),
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cap: z.number().optional().describe('The limit cap applied.'),
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},
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async handler(input, ctx) {
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const api = getEdgarApiService();
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@@ -207,6 +217,10 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
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for (const tx of parsed.transactions) {
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if (!matchesFilter(tx, input.transaction_type))
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continue;
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// Derive direction from the raw signed shares_traded, then store magnitude (#46).
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const rawShares = tx.shares_traded;
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const direction = rawShares !== undefined ? (rawShares < 0 ? 'dispose' : 'acquire') : undefined;
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const sharesMagnitude = rawShares !== undefined ? Math.abs(rawShares) : undefined;
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transactions.push({
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filing_date: filing.filingDate,
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period_of_report: parsed.period_of_report,
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@@ -218,7 +232,8 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
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transaction_code: tx.transaction_code,
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transaction_type: tx.transaction_type,
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is_derivative: tx.is_derivative,
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shares_traded:
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shares_traded: sharesMagnitude,
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direction,
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price_per_share: tx.price_per_share,
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shares_owned_after: tx.shares_owned_after,
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ownership_type: tx.ownership_type,
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@@ -258,6 +273,7 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
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transaction_type: t.transaction_type,
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is_derivative: t.is_derivative,
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shares_traded: t.shares_traded ?? null,
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direction: t.direction ?? null,
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price_per_share: t.price_per_share ?? null,
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shares_owned_after: t.shares_owned_after ?? null,
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ownership_type: t.ownership_type ?? null,
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@@ -276,6 +292,9 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
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dataset = { ...toDatasetField(registered), truncated };
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}
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const inlineTransactions = transactions.slice(0, input.limit);
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if (transactions.length > input.limit) {
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ctx.enrich.truncated({ shown: inlineTransactions.length, cap: input.limit });
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}
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ctx.log.info('Insider transactions retrieved', {
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cik: match.cik,
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filingsScanned,
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@@ -301,8 +320,8 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
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for (const tx of result.transactions) {
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lines.push('');
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const sharesStr = tx.shares_traded !== undefined
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? tx.
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? `${
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? tx.direction === 'dispose'
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? `${tx.shares_traded.toLocaleString()} shares disposed`
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: `${tx.shares_traded.toLocaleString()} shares acquired`
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: 'shares not reported';
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const priceStr = tx.price_per_share !== undefined ? `@ $${tx.price_per_share.toFixed(2)}` : '';
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@@ -1 +1 @@
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1
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-
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@@ -61,5 +61,8 @@ export declare const getInstitutionalHoldingsTool: import("@cyanheads/mcp-ts-cor
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readonly recovery: "Use secedgar_get_filing with the accession number to inspect the filing documents directly.";
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}], {
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readonly notice: z.ZodOptional<z.ZodString>;
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+
readonly truncated: z.ZodOptional<z.ZodBoolean>;
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+
readonly shown: z.ZodOptional<z.ZodNumber>;
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+
readonly cap: z.ZodOptional<z.ZodNumber>;
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}>;
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//# sourceMappingURL=get-institutional-holdings.tool.d.ts.map
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"get-institutional-holdings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-institutional-holdings.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;AA0FlF,eAAO,MAAM,4BAA4B
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1
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+
{"version":3,"file":"get-institutional-holdings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-institutional-holdings.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;AA0FlF,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA4ZvC,CAAC"}
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@@ -188,6 +188,12 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
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.string()
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.optional()
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.describe('Guidance when no filings were found or the result set is empty — suggests alternatives.'),
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191
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+
truncated: z
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+
.boolean()
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+
.optional()
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+
.describe('True when the inline holdings[] was capped by limit.'),
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+
shown: z.number().optional().describe('Number of holdings shown inline.'),
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+
cap: z.number().optional().describe('The limit cap applied.'),
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},
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async handler(input, ctx) {
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const api = getEdgarApiService();
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@@ -316,6 +322,9 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
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316
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dataset = toDatasetField(registered);
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}
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|
const holdings = positions.slice(0, input.limit);
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325
|
+
if (positions.length > input.limit) {
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+
ctx.enrich.truncated({ shown: holdings.length, cap: input.limit });
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327
|
+
}
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|
if (holdings.length === 0) {
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320
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ctx.enrich.notice(`The information table for this filing contained no holdings rows. ` +
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`This may be a 13F-NT (notice-only) filing or an amendment. ` +
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@@ -1 +1 @@
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1
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-
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1
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+
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AK,CAAC,GAAG;oBACpB,UAAU,EAAE,SAAS,IAAI,KAAK,CAAC,IAAI,IAAI,IAAI;oBAC3C,gBAAgB,EAAE,eAAe,IAAI,IAAI;oBACzC,WAAW,EAAE,UAAU,CAAC,UAAU;oBAClC,gBAAgB,EAAE,UAAU,CAAC,eAAe;oBAC5C,WAAW,EAAE,CAAC,CAAC,WAAW;oBAC1B,KAAK,EAAE,CAAC,CAAC,KAAK,IAAI,IAAI;oBACtB,cAAc,EAAE,CAAC,CAAC,cAAc,IAAI,IAAI;oBACxC,0BAA0B,EAAE,CAAC,CAAC,0BAA0B,IAAI,IAAI;oBAChE,wBAAwB,EAAE,CAAC,CAAC,wBAAwB,IAAI,IAAI;oBAC5D,gBAAgB,EAAE,CAAC,CAAC,gBAAgB,IAAI,IAAI;oBAC5C,QAAQ,EAAE,CAAC,CAAC,QAAQ,IAAI,IAAI;oBAC5B,qBAAqB,EAAE,CAAC,CAAC,qBAAqB,IAAI,IAAI;iBACvD,CAAC,CAAC;gBACH,UAAU,EAAE,qCAAqC;gBACjD,WAAW,EAAE;oBACX,aAAa,EAAE,KAAK,CAAC,aAAa;oBAClC,GAAG,EAAE,KAAK,CAAC,GAAG;oBACd,OAAO,EAAE,KAAK,CAAC,OAAO;oBACtB,WAAW,EAAE,KAAK,CAAC,WAAW;oBAC9B,gBAAgB,EAAE,UAAU,CAAC,eAAe;iBAC7C;aACF,CAAC,CAAC;YACH,IAAI,UAAU;gBAAE,OAAO,GAAG,cAAc,CAAC,UAAU,CAAC,CAAC;QACvD,CAAC;QAED,MAAM,QAAQ,GAAG,SAAS,CAAC,KAAK,CAAC,CAAC,EAAE,KAAK,CAAC,KAAK,CAAC,CAAC;QACjD,IAAI,SAAS,CAAC,MAAM,GAAG,KAAK,CAAC,KAAK,EAAE,CAAC;YACnC,GAAG,CAAC,MAAM,CAAC,SAAS,CAAC,EAAE,KAAK,EAAE,QAAQ,CAAC,MAAM,EAAE,GAAG,EAAE,KAAK,CAAC,KAAK,EAAE,CAAC,CAAC;QACrE,CAAC;QAED,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YAC1B,GAAG,CAAC,MAAM,CAAC,MAAM,CACf,oEAAoE;gBAClE,6DAA6D;gBAC7D,+EAA+E,CAClF,CAAC;QACJ,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,kCAAkC,EAAE;YAC/C,GAAG,EAAE,KAAK,CAAC,GAAG;YACd,eAAe,EAAE,UAAU,CAAC,eAAe;YAC3C,aAAa,EAAE,MAAM,CAAC,QAAQ,CAAC,MAAM;YACrC,cAAc,EAAE,SAAS,CAAC,MAAM;YAChC,QAAQ,EAAE,QAAQ,CAAC,MAAM;YACzB,WAAW,EAAE,OAAO,EAAE,IAAI;SAC3B,CAAC,CAAC;QAEH,OAAO;YACL,UAAU,EAAE,SAAS,IAAI,KAAK,CAAC,IAAI,IAAI,KAAK,CAAC,aAAa;YAC1D,SAAS,EAAE,KAAK,CAAC,GAAG;YACpB,gBAAgB,EAAE,eAAe;YACjC,WAAW,EAAE,UAAU,CAAC,UAAU;YAClC,gBAAgB,EAAE,UAAU,CAAC,eAAe;YAC5C,wBAAwB,EAAE,MAAM,CAAC,QAAQ,CAAC,MAAM;YAChD,eAAe,EAAE,KAAK,CAAC,WAAW,CAAC,CAAC,CAAC,SAAS,CAAC,MAAM,CAAC,CAAC,CAAC,SAAS;YACjE,QAAQ;YACR,OAAO;SACR,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,MAAM,GAAG,MAAM,CAAC,gBAAgB,CAAC,CAAC,CAAC,aAAa,MAAM,CAAC,gBAAgB,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;QACtF,MAAM,SAAS,GACb,MAAM,CAAC,eAAe,KAAK,SAAS;YAClC,CAAC,CAAC,WAAW,MAAM,CAAC,QAAQ,CAAC,MAAM,OAAO,MAAM,CAAC,eAAe,iCAAiC,MAAM,CAAC,wBAAwB,mBAAmB;YACnJ,CAAC,CAAC,WAAW,MAAM,CAAC,QAAQ,CAAC,MAAM,OAAO,MAAM,CAAC,wBAAwB,kBAAkB,CAAC;QAChG,MAAM,KAAK,GAAa;YACtB,yBAAyB,MAAM,CAAC,UAAU,SAAS,MAAM,CAAC,SAAS,GAAG;YACtE,UAAU,MAAM,CAAC,WAAW,GAAG,MAAM,iBAAiB,MAAM,CAAC,gBAAgB,EAAE;YAC/E,SAAS;SACV,CAAC;QAEF,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YAChC,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;YACf,MAAM,QAAQ,GACZ,CAAC,CAAC,gBAAgB,KAAK,SAAS;gBAC9B,CAAC,CAAC,GAAG,SAAS,CAAC,CAAC,CAAC,gBAAgB,CAAC,MAAM,CAAC,CAAC,gBAAgB,CAAC,cAAc,EAAE,GAAG;gBAC9E,CAAC,CAAC,WAAW,CAAC;YAClB,MAAM,SAAS,GACb,CAAC,CAAC,0BAA0B,KAAK,SAAS;gBACxC,CAAC,CAAC,GAAG,CAAC,CAAC,0BAA0B,CAAC,cAAc,EAAE,IAAI,CAAC,CAAC,wBAAwB,IAAI,QAAQ,EAAE;gBAC9F,CAAC,CAAC,YAAY,CAAC;YACnB,MAAM,UAAU,GAAG,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,QAAQ,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;YACxD,MAAM,QAAQ,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,UAAU,CAAC,CAAC,KAAK,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;YACpD,MAAM,QAAQ,GAAG,CAAC,CAAC,cAAc,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,cAAc,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;YAClE,MAAM,OAAO,GAAG,CAAC,CAAC,qBAAqB,CAAC,CAAC,CAAC,kBAAkB,CAAC,CAAC,qBAAqB,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;YAE3F,KAAK,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,WAAW,KAAK,QAAQ,GAAG,QAAQ,GAAG,UAAU,EAAE,CAAC,CAAC;YACtE,KAAK,CAAC,IAAI,CAAC,GAAG,SAAS,MAAM,QAAQ,GAAG,OAAO,EAAE,CAAC,CAAC;QACrD,CAAC;QAED,IAAI,MAAM,CAAC,OAAO,EAAE,CAAC;YACnB,MAAM,IAAI,GACR,MAAM,CAAC,OAAO,CAAC,SAAS,GAAG,MAAM,CAAC,QAAQ,CAAC,MAAM;gBAC/C,CAAC,CAAC,cAAc,MAAM,CAAC,QAAQ,CAAC,MAAM,OAAO,MAAM,CAAC,OAAO,CAAC,SAAS,8CAA8C;gBACnH,CAAC,CAAC,EAAE,CAAC;YACT,KAAK,CAAC,IAAI,CACR,cAAc,MAAM,CAAC,OAAO,CAAC,IAAI,KAAK,MAAM,CAAC,OAAO,CAAC,SAAS,kBAAkB,MAAM,CAAC,OAAO,CAAC,UAAU,IAAI,IAAI,yCAAyC,CAC3J,CAAC;QACJ,CAAC;QAED,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC"}
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@@ -46,5 +46,8 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
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46
46
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}], {
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47
47
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readonly effectiveQuery: z.ZodString;
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48
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readonly notice: z.ZodOptional<z.ZodString>;
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49
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+
readonly truncated: z.ZodOptional<z.ZodBoolean>;
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50
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+
readonly shown: z.ZodOptional<z.ZodNumber>;
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51
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+
readonly cap: z.ZodOptional<z.ZodNumber>;
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49
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}>;
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50
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//# sourceMappingURL=search-filings.tool.d.ts.map
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@@ -1 +1 @@
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1
|
-
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAiFjE,eAAO,MAAM,iBAAiB
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1
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+
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAiFjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA2V5B,CAAC"}
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@@ -88,6 +88,9 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
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88
88
|
.string()
|
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89
89
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.optional()
|
|
90
90
|
.describe('Guidance when no results were returned — echoes the query and suggests how to broaden.'),
|
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91
|
+
truncated: z.boolean().optional().describe('True when results were capped by limit.'),
|
|
92
|
+
shown: z.number().optional().describe('Number of results shown inline.'),
|
|
93
|
+
cap: z.number().optional().describe('The limit cap applied.'),
|
|
91
94
|
},
|
|
92
95
|
errors: [
|
|
93
96
|
{
|
|
@@ -317,6 +320,9 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
|
317
320
|
if (results.length === 0) {
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318
321
|
ctx.enrich.notice(`No filings matched "${input.query}"${input.forms?.length ? ` with forms ${input.forms.join(', ')}` : ''}. Try broader terms, remove form filters, or check entity targeting syntax (ticker:AAPL).`);
|
|
319
322
|
}
|
|
323
|
+
else if (total > results.length) {
|
|
324
|
+
ctx.enrich.truncated({ shown: results.length, cap: input.limit });
|
|
325
|
+
}
|
|
320
326
|
return {
|
|
321
327
|
total,
|
|
322
328
|
total_is_exact: totalIsExact,
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@@ -1 +1 @@
|
|
|
1
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-
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1
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+
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@@ -1,15 +1,12 @@
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/**
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* @fileoverview Adapter between the SEC EDGAR tools and the framework
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* DataCanvas primitive. Holds one shared canvas per tenant, generates
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* `df_XXXXX_XXXXX` table names,
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*
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*
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* `df_XXXXX_XXXXX` table names, tracks per-table TTL + provenance in
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* `ctx.state`, and lazy-sweeps expired metadata on every public op. The
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* framework handles DuckDB-level TTL via `RegisterTableOptions.ttlMs`;
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* system-catalog access is denied via `QueryOptions.denySystemCatalogs`.
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* Best-effort: failed canvas operations log a warning and return
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* `undefined`/empty so the caller's inline response remains useful.
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*
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* Per-table TTL is bridge-side bookkeeping; backstop for
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* cyanheads/mcp-ts-core#140 until the framework exposes
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* `RegisterTableOptions.ttlMs`.
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* @module services/canvas-bridge/canvas-bridge
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*/
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import type { Context } from '@cyanheads/mcp-ts-core';
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@@ -76,14 +73,6 @@ export interface BridgeQueryOptions {
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/** Tool name to record as source if registerAs is set. */
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sourceTool?: string;
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}
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/**
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* Walk a sample of rows, infer column types, force every column to
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* `nullable: true`. The framework's default sniffer infers NOT NULL from
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* non-null samples; DuckDB rolls back the entire appender batch the first
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* time a sparse SEC column (e.g. `loc`, `ticker`) carries a null on a row
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* past the sample window.
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*/
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export declare function deriveAllNullableSchema(rows: Record<string, unknown>[]): ColumnSchema[];
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export declare class CanvasBridge {
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private readonly canvas;
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constructor(canvas: DataCanvas);
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@@ -103,11 +92,28 @@ export declare class CanvasBridge {
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* `canvas.query`; this method additionally rejects system-catalog access
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* before handing the SQL off. Optional `registerAs` chains the result as a
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* new dataframe with a fresh per-table TTL (not inherited from parents).
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*
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* A pre-check surfaces a structured `missing_table` for an unregistered or
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* TTL-expired `df_<id>` before the framework gate's generic rejection. Any raw
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* DuckDB execution error that escapes the gate is re-thrown as a structured
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* `invalid_sql`; already-structured McpErrors (framework gate,
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* `denySystemCatalogs`) propagate as-is (#47).
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*/
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query(ctx: Context, sql: string, options?: BridgeQueryOptions): Promise<{
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result: QueryResult;
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meta?: DataframeMeta;
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}>;
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/**
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* Surface a helpful, structured `missing_table` for a referenced `df_<id>`
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* handle that isn't registered — mistyped, or TTL-expired since it was minted.
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* Runs before the framework SQL gate, which otherwise rejects an unbindable
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* table with a generic "could not be prepared" `non_select_statement` (the gate
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* prepares every statement, so a missing table fails there first). Only the
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* minted-handle pattern `df_<5>_<5>` is checked; string literals are stripped so
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* a quoted handle never false-triggers, and other identifiers fall through to
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* the gate (#47).
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*/
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private assertReferencedDataframesExist;
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|
/**
|
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* Idempotent drop. Removes the table from the canvas and the metadata
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* entry from `ctx.state`. Returns true when the table was found and
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"canvas-bridge.d.ts","sourceRoot":"","sources":["../../../src/services/canvas-bridge/canvas-bridge.ts"],"names":[],"mappings":"AAAA
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1
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+
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/**
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* @fileoverview Adapter between the SEC EDGAR tools and the framework
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* DataCanvas primitive. Holds one shared canvas per tenant, generates
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* `df_XXXXX_XXXXX` table names,
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*
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*
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*
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* `df_XXXXX_XXXXX` table names, tracks per-table TTL + provenance in
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* `ctx.state`, and lazy-sweeps expired metadata on every public op. The
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* framework handles DuckDB-level TTL via `RegisterTableOptions.ttlMs`;
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* system-catalog access is denied via `QueryOptions.denySystemCatalogs`.
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* Best-effort: failed canvas operations log a warning and return
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* `undefined`/empty so the caller's inline response remains useful.
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*
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* Per-table TTL is bridge-side bookkeeping; backstop for
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* cyanheads/mcp-ts-core#140 until the framework exposes
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* `RegisterTableOptions.ttlMs`.
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* @module services/canvas-bridge/canvas-bridge
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*/
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import { inferSchemaFromRows, } from '@cyanheads/mcp-ts-core/canvas';
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import { McpError, notFound, validationError } from '@cyanheads/mcp-ts-core/errors';
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import { idGenerator } from '@cyanheads/mcp-ts-core/utils';
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import { getServerConfig } from '../../config/server-config.js';
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import {
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import { stripStringLiterals } from './sql-gate-extras.js';
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/**
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* Wire shape for the `dataset` field on tool outputs. Callers spread
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* additional fields (e.g. `truncated`) when applicable.
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@@ -31,16 +29,6 @@ const META_PREFIX = 'df-meta/';
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const CANVAS_ID_KEY = 'canvas-id';
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/** Token character set for `df_XXXXX_XXXXX` table names. */
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const TABLE_NAME_CHARSET = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
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/**
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* Walk a sample of rows, infer column types, force every column to
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* `nullable: true`. The framework's default sniffer infers NOT NULL from
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* non-null samples; DuckDB rolls back the entire appender batch the first
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* time a sparse SEC column (e.g. `loc`, `ticker`) carries a null on a row
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* past the sample window.
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*/
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export function deriveAllNullableSchema(rows) {
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return inferSchemaFromRows(rows).map((col) => ({ ...col, nullable: true }));
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}
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export class CanvasBridge {
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canvas;
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constructor(canvas) {
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@@ -62,10 +50,13 @@ export class CanvasBridge {
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await this.sweepExpired(ctx);
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const instance = await this.acquireSharedCanvas(ctx);
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const tableName = this.mintTableName();
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-
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// inferSchemaFromRows always emits nullable: true since mcp-ts-core 0.10.4,
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// so the explicit force-nullable pass is no longer needed.
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const schema = inferSchemaFromRows(options.rows);
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const now = Date.now();
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const ttlMs = getServerConfig().datasetTtlSeconds * 1000;
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// Pass ttlMs to the framework so it manages DuckDB-level TTL natively.
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const result = await instance.registerTable(tableName, options.rows, { schema, ttlMs });
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const meta = {
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tableName: result.tableName,
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sourceTool: options.sourceTool,
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@@ -118,30 +109,55 @@ export class CanvasBridge {
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* `canvas.query`; this method additionally rejects system-catalog access
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* before handing the SQL off. Optional `registerAs` chains the result as a
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* new dataframe with a fresh per-table TTL (not inherited from parents).
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*
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* A pre-check surfaces a structured `missing_table` for an unregistered or
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* TTL-expired `df_<id>` before the framework gate's generic rejection. Any raw
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* DuckDB execution error that escapes the gate is re-thrown as a structured
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* `invalid_sql`; already-structured McpErrors (framework gate,
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* `denySystemCatalogs`) propagate as-is (#47).
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*/
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async query(ctx, sql, options = {}) {
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assertNoSystemCatalogAccess(sql);
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await this.sweepExpired(ctx);
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await this.assertReferencedDataframesExist(ctx, sql);
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const instance = await this.acquireSharedCanvas(ctx);
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const registerAs = options.registerAs;
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const
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const ttlMs = getServerConfig().datasetTtlSeconds * 1000;
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let result;
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try {
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result = await instance.query(sql, {
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...(options.preview !== undefined && { preview: options.preview }),
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...(options.rowLimit !== undefined && { rowLimit: options.rowLimit }),
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...(registerAs !== undefined && { registerAs, ttlMs }),
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denySystemCatalogs: true,
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signal: ctx.signal,
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});
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}
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catch (err) {
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// Already-structured errors (framework gate, denySystemCatalogs) propagate as-is.
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if (err instanceof McpError)
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throw err;
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// Any unclassified raw DuckDB execution error that escaped the framework's
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140
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// prepare gate → structured invalid_sql. Missing tables are handled by the
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// pre-check above (the gate rejects an unbindable statement first).
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const msg = err instanceof Error ? err.message : String(err);
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throw validationError(msg, {
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reason: 'invalid_sql',
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recovery: {
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hint: 'Check the SQL statement for syntax errors and verify column and table names.',
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},
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});
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}
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let meta;
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if (registerAs && result.tableName) {
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const tableName = result.tableName;
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const now = Date.now();
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const ttlMs = getServerConfig().datasetTtlSeconds * 1000;
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// Read the registered table's real DuckDB column types so dataframe_describe
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// reports them accurately (#28). Row inference can't be used here: DuckDB
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// serializes BIGINT as strings in query results (would mistype as VARCHAR),
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// and a zero-row result has nothing to sniff. describe() is authoritative
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// for both.
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// for both. Framework always emits nullable: true on inferred columns since 0.10.4.
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const [info] = await instance.describe({ tableName });
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const columnSchema =
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const columnSchema = info?.columns ?? result.columns.map((name) => ({ name, type: 'VARCHAR' }));
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meta = {
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tableName,
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sourceTool: options.sourceTool ?? 'secedgar_dataframe_query',
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@@ -157,6 +173,31 @@ export class CanvasBridge {
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}
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return meta ? { result, meta } : { result };
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}
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/**
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* Surface a helpful, structured `missing_table` for a referenced `df_<id>`
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* handle that isn't registered — mistyped, or TTL-expired since it was minted.
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* Runs before the framework SQL gate, which otherwise rejects an unbindable
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* table with a generic "could not be prepared" `non_select_statement` (the gate
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* prepares every statement, so a missing table fails there first). Only the
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* minted-handle pattern `df_<5>_<5>` is checked; string literals are stripped so
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183
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+
* a quoted handle never false-triggers, and other identifiers fall through to
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* the gate (#47).
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185
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+
*/
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186
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+
async assertReferencedDataframesExist(ctx, sql) {
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+
const referenced = stripStringLiterals(sql).match(/\bdf_[A-Z0-9]{5}_[A-Z0-9]{5}\b/g);
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+
if (!referenced)
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+
return;
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190
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+
for (const name of new Set(referenced)) {
|
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191
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+
if ((await ctx.state.get(`${META_PREFIX}${name}`)) === null) {
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+
throw notFound(`Dataframe '${name}' does not exist or has expired.`, {
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+
reason: 'missing_table',
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+
recovery: {
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+
hint: 'Use secedgar_dataframe_describe to list available dataframes, then reference one of those names.',
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+
},
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+
});
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198
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+
}
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199
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+
}
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+
}
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201
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/**
|
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161
202
|
* Idempotent drop. Removes the table from the canvas and the metadata
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203
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* entry from `ctx.state`. Returns true when the table was found and
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