@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.
Files changed (43) hide show
  1. package/dist/index.js +2 -0
  2. package/dist/index.js.map +1 -1
  3. package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts +12 -3
  4. package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts.map +1 -1
  5. package/dist/mcp-server/tools/definitions/dataframe-query.tool.js +15 -4
  6. package/dist/mcp-server/tools/definitions/dataframe-query.tool.js.map +1 -1
  7. package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts +5 -1
  8. package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map +1 -1
  9. package/dist/mcp-server/tools/definitions/fetch-frames.tool.js +29 -2
  10. package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map +1 -1
  11. package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts +5 -1
  12. package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map +1 -1
  13. package/dist/mcp-server/tools/definitions/get-financials.tool.js +71 -26
  14. package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
  15. package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts +7 -0
  16. package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts.map +1 -1
  17. package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.js +24 -5
  18. package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.js.map +1 -1
  19. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts +3 -0
  20. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts.map +1 -1
  21. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js +9 -0
  22. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js.map +1 -1
  23. package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts +3 -0
  24. package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map +1 -1
  25. package/dist/mcp-server/tools/definitions/search-filings.tool.js +6 -0
  26. package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
  27. package/dist/services/canvas-bridge/canvas-bridge.d.ts +22 -16
  28. package/dist/services/canvas-bridge/canvas-bridge.d.ts.map +1 -1
  29. package/dist/services/canvas-bridge/canvas-bridge.js +72 -31
  30. package/dist/services/canvas-bridge/canvas-bridge.js.map +1 -1
  31. package/dist/services/canvas-bridge/sql-gate-extras.d.ts +9 -9
  32. package/dist/services/canvas-bridge/sql-gate-extras.d.ts.map +1 -1
  33. package/dist/services/canvas-bridge/sql-gate-extras.js +6 -38
  34. package/dist/services/canvas-bridge/sql-gate-extras.js.map +1 -1
  35. package/dist/services/edgar/concept-map.d.ts.map +1 -1
  36. package/dist/services/edgar/concept-map.js +9 -2
  37. package/dist/services/edgar/concept-map.js.map +1 -1
  38. package/dist/services/edgar/edgar-api-service.d.ts +5 -0
  39. package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
  40. package/dist/services/edgar/edgar-api-service.js +20 -2
  41. package/dist/services/edgar/edgar-api-service.js.map +1 -1
  42. package/package.json +3 -3
  43. package/server.json +3 -3
package/dist/services/canvas-bridge/canvas-bridge.js.map CHANGED
@@ -1 +1 @@
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package/dist/services/canvas-bridge/sql-gate-extras.d.ts CHANGED
@@ -1,15 +1,15 @@
1
1
  /**
2
- * @fileoverview Bridge-layer SQL gate additions on top of the framework's
3
- * read-only gate. The framework rejects writes, DDL, and external-data table
4
- * functions; this module additionally denies access to DuckDB system catalogs
5
- * (`information_schema`, `pg_catalog`, `sqlite_master`, `duckdb_*`) so callers
6
- * cannot enumerate every `df_<id>` on the shared canvas and bypass the
7
- * possession-required access model.
2
+ * @fileoverview Bridge-layer SQL utilities. System-catalog denial is now
3
+ * delegated to the framework via `QueryOptions.denySystemCatalogs` (added in
4
+ * mcp-ts-core 0.10.4). `stripStringLiterals` is kept for the bridge's
5
+ * `assertReferencedDataframesExist` pre-check, which scans for minted
6
+ * `df_<id>` handles before handing off to the framework gate (#47).
8
7
  * @module services/canvas-bridge/sql-gate-extras
9
8
  */
10
9
  /**
11
- * Reject SELECTs that reference DuckDB system catalogs. Throws
12
- * `ValidationError` with `data.reason = 'system_catalog_access'`.
10
+ * Strip single- and double-quoted string literals so catalog tokens embedded
11
+ * in string constants do not cause false positives. Cheap heuristic — the
12
+ * framework gate runs a real parser afterwards, this is a fast text gate.
13
13
  */
14
- export declare function assertNoSystemCatalogAccess(sql: string): void;
14
+ export declare function stripStringLiterals(sql: string): string;
15
15
  //# sourceMappingURL=sql-gate-extras.d.ts.map
package/dist/services/canvas-bridge/sql-gate-extras.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"sql-gate-extras.d.ts","sourceRoot":"","sources":["../../../src/services/canvas-bridge/sql-gate-extras.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAyBH;;;GAGG;AACH,wBAAgB,2BAA2B,CAAC,GAAG,EAAE,MAAM,GAAG,IAAI,CAc7D"}
1
+ {"version":3,"file":"sql-gate-extras.d.ts","sourceRoot":"","sources":["../../../src/services/canvas-bridge/sql-gate-extras.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH;;;;GAIG;AACH,wBAAgB,mBAAmB,CAAC,GAAG,EAAE,MAAM,GAAG,MAAM,CAEvD"}
package/dist/services/canvas-bridge/sql-gate-extras.js CHANGED
@@ -1,49 +1,17 @@
1
1
  /**
2
- * @fileoverview Bridge-layer SQL gate additions on top of the framework's
3
- * read-only gate. The framework rejects writes, DDL, and external-data table
4
- * functions; this module additionally denies access to DuckDB system catalogs
5
- * (`information_schema`, `pg_catalog`, `sqlite_master`, `duckdb_*`) so callers
6
- * cannot enumerate every `df_<id>` on the shared canvas and bypass the
7
- * possession-required access model.
2
+ * @fileoverview Bridge-layer SQL utilities. System-catalog denial is now
3
+ * delegated to the framework via `QueryOptions.denySystemCatalogs` (added in
4
+ * mcp-ts-core 0.10.4). `stripStringLiterals` is kept for the bridge's
5
+ * `assertReferencedDataframesExist` pre-check, which scans for minted
6
+ * `df_<id>` handles before handing off to the framework gate (#47).
8
7
  * @module services/canvas-bridge/sql-gate-extras
9
8
  */
10
- import { validationError } from '@cyanheads/mcp-ts-core/errors';
11
- /**
12
- * Catalog identifiers that must not appear in a user-supplied SELECT. Tested
13
- * against the SQL with string literals stripped so a literal value
14
- * `'information_schema'` does not trip the gate.
15
- */
16
- const FORBIDDEN_CATALOG_PATTERNS = [
17
- /\binformation_schema\b/i,
18
- /\bpg_catalog\b/i,
19
- /\bsqlite_master\b/i,
20
- /\bduckdb_[a-z_]+\b/i,
21
- ];
22
9
  /**
23
10
  * Strip single- and double-quoted string literals so catalog tokens embedded
24
11
  * in string constants do not cause false positives. Cheap heuristic — the
25
12
  * framework gate runs a real parser afterwards, this is a fast text gate.
26
13
  */
27
- function stripStringLiterals(sql) {
14
+ export function stripStringLiterals(sql) {
28
15
  return sql.replace(/'([^'\\]|\\.|'')*'/g, "''").replace(/"([^"\\]|\\.|"")*"/g, '""');
29
16
  }
30
- /**
31
- * Reject SELECTs that reference DuckDB system catalogs. Throws
32
- * `ValidationError` with `data.reason = 'system_catalog_access'`.
33
- */
34
- export function assertNoSystemCatalogAccess(sql) {
35
- const stripped = stripStringLiterals(sql);
36
- for (const pattern of FORBIDDEN_CATALOG_PATTERNS) {
37
- const match = stripped.match(pattern);
38
- if (match) {
39
- throw validationError(`SQL references a denied system catalog: ${match[0]}.`, {
40
- reason: 'system_catalog_access',
41
- catalog: match[0],
42
- recovery: {
43
- hint: 'Query only df_<id> tables. Use secedgar_dataframe_describe to list available dataframes.',
44
- },
45
- });
46
- }
47
- }
48
- }
49
17
  //# sourceMappingURL=sql-gate-extras.js.map
package/dist/services/canvas-bridge/sql-gate-extras.js.map CHANGED
@@ -1 +1 @@
1
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+ {"version":3,"file":"sql-gate-extras.js","sourceRoot":"","sources":["../../../src/services/canvas-bridge/sql-gate-extras.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH;;;;GAIG;AACH,MAAM,UAAU,mBAAmB,CAAC,GAAW;IAC7C,OAAO,GAAG,CAAC,OAAO,CAAC,qBAAqB,EAAE,IAAI,CAAC,CAAC,OAAO,CAAC,qBAAqB,EAAE,IAAI,CAAC,CAAC;AACvF,CAAC"}
package/dist/services/edgar/concept-map.d.ts.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;AAuSjD;;;GAGG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,cAAc,GAAG,SAAS,CAGxE;AAED,kEAAkE;AAClE,wBAAgB,cAAc,IAAI,MAAM,CAAC,MAAM,EAAE,cAAc,CAAC,CAE/D;AAED,wFAAwF;AACxF,MAAM,WAAW,YAAa,SAAQ,cAAc;IAClD,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,wBAAgB,YAAY,IAAI,YAAY,EAAE,CAI7C;AAUD;;;;;;;GAOG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,EAAE,QAAQ,CAAC,EAAE,MAAM,GAAG,YAAY,EAAE,CAqB/E"}
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+ {"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;AA8SjD;;;GAGG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,cAAc,GAAG,SAAS,CAGxE;AAED,kEAAkE;AAClE,wBAAgB,cAAc,IAAI,MAAM,CAAC,MAAM,EAAE,cAAc,CAAC,CAE/D;AAED,wFAAwF;AACxF,MAAM,WAAW,YAAa,SAAQ,cAAc;IAClD,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,wBAAgB,YAAY,IAAI,YAAY,EAAE,CAI7C;AAUD;;;;;;;GAOG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,EAAE,QAAQ,CAAC,EAAE,MAAM,GAAG,YAAY,EAAE,CAqB/E"}
package/dist/services/edgar/concept-map.js CHANGED
@@ -12,8 +12,15 @@ const CONCEPT_MAP = {
12
12
  'SalesRevenueNet',
13
13
  'SalesRevenueGoodsNet',
14
14
  ],
15
- // IFRS tag verified against Spotify (SPOT, 20-F IFRS filer).
16
- ifrsTags: ['RevenueFromContractsWithCustomers', 'Revenue'],
15
+ /**
16
+ * IFRS tag verified against Spotify (SPOT, 20-F IFRS filer).
17
+ * Tag-array order is semantically meaningful — index 0 is the preferred total.
18
+ * `Revenue` (IAS 1 top-line total) leads over `RevenueFromContractsWithCustomers`
19
+ * (an IFRS 15 component line that Spotify also reports for CY2024 at a fraction
20
+ * of the consolidated total). The priority-aware frame dedup in get-financials
21
+ * enforces this order when both tags report the same frame (#44).
22
+ */
23
+ ifrsTags: ['Revenue', 'RevenueFromContractsWithCustomers'],
17
24
  taxonomy: 'us-gaap',
18
25
  unit: 'USD',
19
26
  label: 'Revenue',
package/dist/services/edgar/concept-map.js.map CHANGED
@@ -1 +1 @@
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package/dist/services/edgar/edgar-api-service.d.ts CHANGED
@@ -147,6 +147,11 @@ declare class EdgarApiService {
147
147
  * In addition to company_tickers.json (operating companies), also loads
148
148
  * company_tickers_mf.json (ETFs and mutual funds) and merges fund symbols into
149
149
  * the byTicker index so fund tickers like VOO, SCHD, and JEPI resolve correctly.
150
+ *
151
+ * Mirror path (#43): when `mirrorFallbackLive` is true, a live MF fetch is merged
152
+ * into the mirror-served equity base so fund tickers resolve even if the mirror
153
+ * was synced before MF ingestion was added. When `mirrorFallbackLive` is false
154
+ * (strict offline), the mirror's own MF rows are the sole source.
150
155
  */
151
156
  private loadTickerCache;
152
157
  /**
package/dist/services/edgar/edgar-api-service.d.ts.map CHANGED
@@ -1 +1 @@
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package/dist/services/edgar/edgar-api-service.js CHANGED
@@ -422,13 +422,28 @@ class EdgarApiService {
422
422
  * In addition to company_tickers.json (operating companies), also loads
423
423
  * company_tickers_mf.json (ETFs and mutual funds) and merges fund symbols into
424
424
  * the byTicker index so fund tickers like VOO, SCHD, and JEPI resolve correctly.
425
+ *
426
+ * Mirror path (#43): when `mirrorFallbackLive` is true, a live MF fetch is merged
427
+ * into the mirror-served equity base so fund tickers resolve even if the mirror
428
+ * was synced before MF ingestion was added. When `mirrorFallbackLive` is false
429
+ * (strict offline), the mirror's own MF rows are the sole source.
425
430
  */
426
431
  async loadTickerCache() {
427
432
  const mirror = getEdgarMirror();
428
433
  if (mirror && (await mirror.tickersReady())) {
429
434
  const rows = await mirror.getTickerRows();
430
- if (rows.length > 0)
431
- return this.buildTickerCache(rows, buildFormerNameEntries());
435
+ if (rows.length > 0) {
436
+ const config = getServerConfig();
437
+ const allEntries = [...rows];
438
+ // When mirrorFallbackLive is enabled, supplement with a live MF fetch so
439
+ // fund tickers (VOO, SCHD, JEPI…) resolve even if the mirror predates MF
440
+ // ingestion. Failure is non-fatal — equity resolution still works.
441
+ if (config.mirrorFallbackLive) {
442
+ const mfEntries = await this.loadMfTickers();
443
+ allEntries.push(...mfEntries);
444
+ }
445
+ return this.buildTickerCache(allEntries, buildFormerNameEntries());
446
+ }
432
447
  }
433
448
  else if (mirror && !getServerConfig().mirrorFallbackLive) {
434
449
  throw serviceUnavailable('EDGAR mirror enabled but the ticker layer is not synced; run `bun run mirror:init`', { layer: 'tickers' });
@@ -480,6 +495,9 @@ class EdgarApiService {
480
495
  }
481
496
  catch {
482
497
  // Degrade gracefully — fund tickers won't resolve, but operating companies still work.
498
+ // Note: no service-layer logger is available here; a request-scoped ctx.log would require
499
+ // plumbing ctx through the ticker-cache lifecycle. The failure is visible via no fund
500
+ // resolution rather than a silent cache poison (#43).
483
501
  return [];
484
502
  }
485
503
  }
package/dist/services/edgar/edgar-api-service.js.map CHANGED
@@ -1 +1 @@
1
- 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package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@cyanheads/secedgar-mcp-server",
3
- "version": "0.10.1",
3
+ "version": "0.10.3",
4
4
  "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
5
5
  "mcpName": "io.github.cyanheads/secedgar-mcp-server",
6
6
  "type": "module",
@@ -93,7 +93,7 @@
93
93
  "access": "public"
94
94
  },
95
95
  "dependencies": {
96
- "@cyanheads/mcp-ts-core": "^0.10.1",
96
+ "@cyanheads/mcp-ts-core": "^0.10.5",
97
97
  "@duckdb/node-api": "^1.5.3-r.3",
98
98
  "better-sqlite3": "^12.10.0",
99
99
  "domhandler": "^6.0.1",
@@ -108,7 +108,7 @@
108
108
  "devDependencies": {
109
109
  "@biomejs/biome": "^2.4.16",
110
110
  "@types/html-to-text": "^9.0.4",
111
- "@types/node": "^25.9.2",
111
+ "@types/node": "^25.9.3",
112
112
  "depcheck": "^1.4.7",
113
113
  "ignore": "^7.0.5",
114
114
  "tsc-alias": "^1.8.17",
package/server.json CHANGED
@@ -6,7 +6,7 @@
6
6
  "url": "https://github.com/cyanheads/secedgar-mcp-server",
7
7
  "source": "github"
8
8
  },
9
- "version": "0.10.1",
9
+ "version": "0.10.3",
10
10
  "remotes": [
11
11
  {
12
12
  "type": "streamable-http",
@@ -19,7 +19,7 @@
19
19
  "registryBaseUrl": "https://registry.npmjs.org",
20
20
  "identifier": "@cyanheads/secedgar-mcp-server",
21
21
  "runtimeHint": "bun",
22
- "version": "0.10.1",
22
+ "version": "0.10.3",
23
23
  "environmentVariables": [
24
24
  {
25
25
  "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
44
44
  "registryBaseUrl": "https://registry.npmjs.org",
45
45
  "identifier": "@cyanheads/secedgar-mcp-server",
46
46
  "runtimeHint": "bun",
47
- "version": "0.10.1",
47
+ "version": "0.10.3",
48
48
  "environmentVariables": [
49
49
  {
50
50
  "name": "EDGAR_USER_AGENT",