npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.11.2 → 0.11.3 - Mend

@cyanheads/secedgar-mcp-server 0.11.2 → 0.11.3

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 (25) hide show

package/README.md CHANGED Viewed

@@ -113,7 +113,7 @@ Surface Form 3/4/5 insider activity for a company by parsing ownership XML.
 Surface 13F-HR quarterly institutional holdings by parsing the information table.
-- Pass an institution (CIK or name) to see what it holds, or a company CIK to find its own 13F filings
+- Pass the institutional filer (CIK or full legal name, e.g. `0000102909` for Vanguard) to see what it holds — reverse lookup from a portfolio company to its holders is not supported (EDGAR has no issuer→13F index); use `secedgar_search_filings` with `forms=["13F-HR"]` for issuer-side questions
 - Each holding: issuer name, CUSIP, market value (whole USD), shares/principal, and put/call; raw rows also carry investment discretion
 - Sub-lines for the same security (one per manager/account) are consolidated into distinct positions sorted by value by default — pass `consolidate: false` for raw filing rows
 - Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter with `quarter` (e.g. `"2025-Q4"`)

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

@@ -39,6 +39,11 @@ export declare const dataframeQueryTool: import("@cyanheads/mcp-ts-core").ToolDe
     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 reason: "register_as_clash";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The register_as target name already exists on the canvas";
+    readonly recovery: "Drop the existing dataframe with secedgar_dataframe_drop (when enabled), choose a different df_XXXXX_XXXXX name, or omit register_as.";
 }], {
     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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1	+ {"version":3,"file":"dataframe-query.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/dataframe-query.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAGjE,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoL7B,CAAC"}

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

@@ -45,6 +45,12 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             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.',
         },
+        {
+            reason: 'register_as_clash',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The register_as target name already exists on the canvas',
+            recovery: 'Drop the existing dataframe with secedgar_dataframe_drop (when enabled), choose a different df_XXXXX_XXXXX name, or omit register_as.',
+        },
     ],
     input: z.object({
         sql: z

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

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

	@@ -1 +1 @@
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"}
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;AAyCjE,eAAO,MAAM,0BAA0B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA8ZrC,CAAC"}

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

@@ -12,10 +12,11 @@ import { parseForm4Xml, } from '../../../services/edgar/ownership-parser.js';
 const PURCHASE_CODES = new Set(['P']);
 const SALE_CODES = new Set(['S']);
 /**
- * When a canvas is available, scan up to this many recent Form 4 filings (one
- * rate-limited fetch each) so the dataframe holds a useful window for aggregation
- * beyond the inline `limit`. Without a canvas, scanning stops as soon as the
- * inline limit is met — no extra latency.
+ * When a canvas is available, scan at least this many recent Form 4 filings —
+ * as many as the submissions window offers (one rate-limited fetch each) — so
+ * the dataframe holds a useful aggregation window even when the inline `limit`
+ * is small (#63). Without a canvas, scanning stops as soon as the inline limit
+ * is met — no extra latency.
  */
 const INSIDER_CANVAS_FILING_SCAN = 40;
 function matchesFilter(tx, filter) {
@@ -173,9 +174,21 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
                 ...ctx.recoveryFor('company_not_found'),
             });
         }
-        // Fetch recent Form 4 filing metadata from submissions API
-        // We over-fetch by 5x to account for multi-transaction filings and filter losses.
-        const filingBatch = await api.getRecentFilingsByForm(match.cik, ['4', '4/A'], Math.min(input.limit * 5, 100));
+        // With a canvas available, scan deeper than the inline `limit` so the dataframe
+        // holds a useful window for aggregation; without one, stop as soon as the inline
+        // limit is met (preserves the fast, low-fetch path).
+        const bridge = getCanvasBridge();
+        const scanFloor = bridge ? INSIDER_CANVAS_FILING_SCAN : 0;
+        // Fetch recent Form 4 filing metadata from the submissions API. Over-fetch by 5x
+        // to account for multi-transaction filings and filter losses; with a canvas, also
+        // fetch at least the scan floor so a small inline `limit` doesn't under-scan the
+        // dataframe window (#63). Capped at 100; the +1 sentinel row (metadata only, one
+        // submissions fetch regardless) detects Form 4 filings beyond the scan window so
+        // `dataset.truncated` is truthful.
+        const scanCap = Math.min(bridge ? Math.max(input.limit * 5, scanFloor) : input.limit * 5, 100);
+        const filingBatch = await api.getRecentFilingsByForm(match.cik, ['4', '4/A'], scanCap + 1);
+        const moreBeyondWindow = filingBatch.length > scanCap;
+        const filingsToScan = moreBeyondWindow ? filingBatch.slice(0, scanCap) : filingBatch;
         if (filingBatch.length === 0) {
             throw ctx.fail('no_filings_found', `No Form 4 filings found for '${input.ticker_or_cik}'.`, {
                 ...ctx.recoveryFor('no_filings_found'),
@@ -183,14 +196,12 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
         }
         const transactions = [];
         let filingsScanned = 0;
-        // With a canvas available, scan deeper than the inline `limit` so the dataframe
-        // holds a useful window for aggregation; without one, stop as soon as the inline
-        // limit is met (preserves the fast, low-fetch path).
-        const bridge = getCanvasBridge();
-        const scanFloor = bridge ? INSIDER_CANVAS_FILING_SCAN : 0;
-        for (const filing of filingBatch) {
-            if (transactions.length >= input.limit && filingsScanned >= scanFloor)
+        let scannedWholeWindow = true;
+        for (const filing of filingsToScan) {
+            if (transactions.length >= input.limit && filingsScanned >= scanFloor) {
+                scannedWholeWindow = false;
                 break;
+            }
             // primaryDocument may be prefixed with xslF345X06/ — strip to get the bare filename
             const docName = filing.primaryDocument.replace(/^xsl[^/]+\//, '');
             const xmlText = await api.tryGetFilingDocument(match.cik, filing.accessionNumber, docName);
@@ -256,9 +267,10 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
         // dataframe is self-contained for SQL aggregation and cross-issuer joins.
         let dataset;
         if (bridge && transactions.length > 0) {
-            // The scanned window is a recent sample — more Form 4 filings exist when we
-            // stopped before exhausting the fetched batch.
-            const truncated = filingsScanned < filingBatch.length;
+            // The scanned window is a recent sample — more Form 4 filings exist when the
+            // scan broke before exhausting its window, or the submissions window held
+            // more filings than the scan cap (the +1 sentinel fetch above) (#63).
+            const truncated = !scannedWholeWindow || moreBeyondWindow;
             const registered = await bridge.registerDataframe(ctx, {
                 rows: transactions.map((t) => ({
                     issuer_cik: match.cik,

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

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

@@ -1,7 +1,8 @@
 /**
  * @fileoverview Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR
- * information table XML. Works for both issuer lookup (which institutions hold a stock)
- * and institution lookup (what a specific institution holds).
+ * information table XML. Institution lookup only — `ticker_or_cik` is the 13F filer.
+ * EDGAR has no issuer→13F-holders index, so reverse lookup (which institutions hold a
+ * stock) is out of scope (#62); issuer-side questions route to secedgar_search_filings.
  * @module mcp-server/tools/definitions/get-institutional-holdings
  */
 import { z } from '@cyanheads/mcp-ts-core';

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

	@@ -1 +1 @@
1	- {"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"}
1	+ {"version":3,"file":"get-institutional-holdings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-institutional-holdings.tool.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;AA0FlF,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA4ZvC,CAAC"}

package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js CHANGED Viewed

@@ -1,7 +1,8 @@
 /**
  * @fileoverview Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR
- * information table XML. Works for both issuer lookup (which institutions hold a stock)
- * and institution lookup (what a specific institution holds).
+ * information table XML. Institution lookup only — `ticker_or_cik` is the 13F filer.
+ * EDGAR has no issuer→13F-holders index, so reverse lookup (which institutions hold a
+ * stock) is out of scope (#62); issuer-side questions route to secedgar_search_filings.
  * @module mcp-server/tools/definitions/get-institutional-holdings
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
@@ -76,7 +77,7 @@ function findInfoTableDocument(items) {
 }
 export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_holdings', {
     title: 'Get Institutional Holdings',
-    description: 'Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. Use ticker_or_cik to look up an institution (e.g., "Vanguard Group" or its CIK) and see what it holds — or pass a company ticker/CIK to find which institutions filed 13Fs covering that period. The 13F information table lists each position: issuer name, CUSIP, shares held, market value (in whole USD), and put/call designation for options. Sub-lines for the same security are consolidated into distinct positions sorted by value by default (set consolidate=false for raw filing rows). The full parsed holdings set is materialized as df_<id> when a canvas is available — the inline holdings list is a preview capped at limit — so query it with secedgar_dataframe_query to aggregate the whole filing or self-join across quarters on cusip + reporting_period. Institutions with less than $100M in 13(f) securities are exempt and may not file. Use secedgar_search_filings with forms=["13F-HR"] for broader search.',
+    description: 'Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. ticker_or_cik is the institutional filer (e.g., "Vanguard Group" or its CIK 0000102909) — the tool returns what that institution holds. It does not do reverse lookup from a portfolio company to its institutional holders (EDGAR has no issuer-to-13F index); for issuer-side questions, use secedgar_search_filings with forms=["13F-HR"]. The 13F information table lists each position: issuer name, CUSIP, shares held, market value (in whole USD), and put/call designation for options. Sub-lines for the same security are consolidated into distinct positions sorted by value by default (set consolidate=false for raw filing rows). The full parsed holdings set is materialized as df_<id> when a canvas is available — the inline holdings list is a preview capped at limit — so query it with secedgar_dataframe_query to aggregate the whole filing or self-join across quarters on cusip + reporting_period. Institutions with less than $100M in 13(f) securities are exempt and may not file. Use secedgar_search_filings with forms=["13F-HR"] for broader search.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -102,7 +103,7 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
         ticker_or_cik: z
             .string()
             .min(1)
-            .describe('Ticker symbol or CIK of the institutional filer (e.g., "0000102909" for Vanguard) or a company name. For institution lookups, CIK or the full legal name resolves most reliably — tickers are typically for operating companies, not fund managers.'),
+            .describe('The institutional filer whose 13F to fetch — its CIK (e.g., "0000102909" for Vanguard) or full legal name (e.g., "Vanguard Group"). CIK or the full legal name resolves most reliably; tickers usually belong to operating companies, which do not file 13Fs. This is NOT the portfolio company — passing an issuer ticker like "AAPL" finds that entity\'s own filings, not who holds it.'),
         quarter: z
             .string()
             .optional()

package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js.map CHANGED Viewed

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

@@ -43,6 +43,16 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
     readonly code: JsonRpcErrorCode.ValidationError;
     readonly when: "Only one of start_date or end_date was provided";
     readonly recovery: "Provide both start_date and end_date, or omit both to search all dates.";
+}, {
+    readonly reason: "unresolved_ticker";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "A ticker: targeting token in the query does not resolve to a known company";
+    readonly recovery: "Verify the symbol with secedgar_company_search, or target by CIK with cik:<number> instead.";
+}, {
+    readonly reason: "invalid_cik";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "A cik: targeting token in the query is not a 1-10 digit number";
+    readonly recovery: "Pass a numeric CIK such as cik:320193 — find it with secedgar_company_search if unknown.";
 }], {
     readonly effectiveQuery: z.ZodString;
     readonly notice: z.ZodOptional<z.ZodString>;

package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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~~;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAyW5B~~,CAAC"}
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,EAAsB,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAC/D,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;AAkGlF,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAwX5B,CAAC"}

package/dist/mcp-server/tools/definitions/search-filings.tool.js CHANGED Viewed

@@ -3,7 +3,7 @@
  * @module mcp-server/tools/definitions/search-filings
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
-import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
+import { JsonRpcErrorCode, validationError } from '@cyanheads/mcp-ts-core/errors';
 import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 function eftsHitToRow(hit) {
@@ -59,17 +59,27 @@ function stripToken(query, token) {
  * injected) plus the resolved CIK — the caller applies the CIK to EFTS's
  * server-side `ciks` param, so the scope is independent of the document's name
  * text and filings made under a former company name (same CIK) are matched (#35).
+ *
+ * An unresolved `ticker:` or non-numeric `cik:` token fails with a typed
+ * validation error instead of stripping the token and proceeding unscoped —
+ * a silently-broadened search misleads, and a stripped token can leave EFTS
+ * with a blank query it rejects (#61).
  */
-async function resolveEntityTargeting(query) {
+async function resolveEntityTargeting(query, ctx) {
     const tickerMatch = query.match(/\bticker:(\S+)/i);
     if (tickerMatch?.[1]) {
         const resolved = await getEdgarApiService().resolveCik(tickerMatch[1]);
         const match = Array.isArray(resolved) ? resolved[0] : resolved;
-        const cleaned = stripToken(query, tickerMatch[0]);
-        return match?.cik ? { query: cleaned, entityCik: match.cik } : { query: cleaned };
+        if (!match?.cik) {
+            throw validationError(`Entity targeting token 'ticker:${tickerMatch[1]}' does not resolve to a known company.`, { reason: 'unresolved_ticker', ...ctx.recoveryFor('unresolved_ticker') });
+        }
+        return { query: stripToken(query, tickerMatch[0]), entityCik: match.cik };
     }
     const cikMatch = query.match(/\bcik:(\S+)/i);
     if (cikMatch?.[1]) {
+        if (!/^\d{1,10}$/.test(cikMatch[1])) {
+            throw validationError(`Entity targeting token 'cik:${cikMatch[1]}' is not a valid CIK — expected 1-10 digits.`, { reason: 'invalid_cik', ...ctx.recoveryFor('invalid_cik') });
+        }
         return { query: stripToken(query, cikMatch[0]), entityCik: cikMatch[1].padStart(10, '0') };
     }
     return { query };
@@ -99,6 +109,18 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             when: 'Only one of start_date or end_date was provided',
             recovery: 'Provide both start_date and end_date, or omit both to search all dates.',
         },
+        {
+            reason: 'unresolved_ticker',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'A ticker: targeting token in the query does not resolve to a known company',
+            recovery: 'Verify the symbol with secedgar_company_search, or target by CIK with cik:<number> instead.',
+        },
+        {
+            reason: 'invalid_cik',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'A cik: targeting token in the query is not a 1-10 digit number',
+            recovery: 'Pass a numeric CIK such as cik:320193 — find it with secedgar_company_search if unknown.',
+        },
     ],
     input: z.object({
         query: z
@@ -209,8 +231,9 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         if ((input.start_date && !input.end_date) || (!input.start_date && input.end_date)) {
             throw ctx.fail('invalid_date_range', 'Both start_date and end_date are required when filtering by date.', { ...ctx.recoveryFor('invalid_date_range') });
         }
-        // Resolve ticker:/cik: entity targeting → company name in query + CIK for filtering
-        const { query, entityCik } = await resolveEntityTargeting(input.query);
+        // Resolve ticker:/cik: entity targeting → stripped query + CIK for the
+        // server-side ciks param. Throws typed validation errors on bad tokens (#61).
+        const { query, entityCik } = await resolveEntityTargeting(input.query, ctx);
         // EFTS scores by relevance and exposes no sort param. When the caller wants
         // a date sort (the default) or entity filtering, we over-fetch the EFTS
         // window and reorder/slice client-side. Pure relevance mode keeps the

package/dist/mcp-server/tools/definitions/search-filings.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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package/dist/services/canvas-bridge/canvas-bridge.d.ts CHANGED Viewed

@@ -96,8 +96,10 @@ export declare class CanvasBridge {
      * A pre-check surfaces a structured `missing_table` for an unregistered or
      * TTL-expired `df_<id>` before the framework gate's generic rejection. Any raw
      * DuckDB execution error that escapes the gate is re-thrown as a structured
-     * `invalid_sql`; already-structured McpErrors (framework gate,
-     * `denySystemCatalogs`) propagate as-is (#47).
+     * `invalid_sql`; framework errors matching a declared tool-contract reason
+     * (`missing_table`, `register_as_clash`, `system_catalog_access`) are rebuilt
+     * with the contract recovery hint (#47, #54, #60); other structured McpErrors
+     * propagate as-is.
      */
     query(ctx: Context, sql: string, options?: BridgeQueryOptions): Promise<{
         result: QueryResult;

package/dist/services/canvas-bridge/canvas-bridge.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/services/canvas-bridge/canvas-bridge.js CHANGED Viewed

@@ -26,6 +26,8 @@ export function toDatasetField(registered) {
     };
 }
 const META_PREFIX = 'df-meta/';
+/** Recovery hint for a `register_as` name that collides with an existing dataframe (#60). */
+const REGISTER_AS_CLASH_HINT = 'Drop the existing dataframe with secedgar_dataframe_drop (when enabled), choose a different df_XXXXX_XXXXX name, or omit register_as.';
 const CANVAS_ID_KEY = 'canvas-id';
 /** Token character set for `df_XXXXX_XXXXX` table names. */
 const TABLE_NAME_CHARSET = 'ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789';
@@ -113,14 +115,33 @@ export class CanvasBridge {
      * A pre-check surfaces a structured `missing_table` for an unregistered or
      * TTL-expired `df_<id>` before the framework gate's generic rejection. Any raw
      * DuckDB execution error that escapes the gate is re-thrown as a structured
-     * `invalid_sql`; already-structured McpErrors (framework gate,
-     * `denySystemCatalogs`) propagate as-is (#47).
+     * `invalid_sql`; framework errors matching a declared tool-contract reason
+     * (`missing_table`, `register_as_clash`, `system_catalog_access`) are rebuilt
+     * with the contract recovery hint (#47, #54, #60); other structured McpErrors
+     * propagate as-is.
      */
     async query(ctx, sql, options = {}) {
         await this.sweepExpired(ctx);
         await this.assertReferencedDataframesExist(ctx, sql);
         const instance = await this.acquireSharedCanvas(ctx);
         const registerAs = options.registerAs;
+        // (#60) Reject a clashing register_as target against tracked dataframes before
+        // the provider runs: the framework's own clash rejection is reclassified to a
+        // bare databaseError in DuckdbProvider's catch (classifyDuckdbError has no
+        // McpError rethrow guard), stripping reason/recovery before it reaches the
+        // rewrap below. The rewrap stays as the fallback for untracked tables once the
+        // framework-side fix lands. sweepExpired above already cleared expired metas,
+        // so an expired name never false-clashes.
+        if (registerAs) {
+            const clash = await ctx.state.get(`${META_PREFIX}${registerAs}`);
+            if (clash) {
+                throw validationError(`Canvas table "${registerAs}" already exists — register_as requires an unused name.`, {
+                    reason: 'register_as_clash',
+                    tableName: registerAs,
+                    recovery: { hint: REGISTER_AS_CLASH_HINT },
+                });
+            }
+        }
         const ttlMs = getServerConfig().datasetTtlSeconds * 1000;
         let result;
         try {
@@ -168,8 +189,31 @@ export class CanvasBridge {
                         },
                     });
                 }
-                // All other structured McpErrors (system_catalog_access, genuine non-SELECT
-                // statements, etc.) propagate as-is.
+                // (#60) Contract recovery hints only attach via ctx.fail/ctx.recoveryFor, so
+                // framework-origin errors reach clients without the declared guidance. Rebuild
+                // both remaining declared reasons with their contract recovery text, mirroring
+                // the missing_table treatment above.
+                if (data?.reason === 'register_as_clash') {
+                    const tableName = data.tableName;
+                    const subject = typeof tableName === 'string'
+                        ? `Canvas table "${tableName}"`
+                        : 'The register_as target';
+                    throw validationError(`${subject} already exists — register_as requires an unused name.`, {
+                        reason: 'register_as_clash',
+                        ...(tableName !== undefined && { tableName }),
+                        recovery: { hint: REGISTER_AS_CLASH_HINT },
+                    });
+                }
+                if (data?.reason === 'system_catalog_access') {
+                    throw validationError(err.message, {
+                        ...data,
+                        recovery: {
+                            hint: 'Query only df_<id> tables. Use secedgar_dataframe_describe to list available dataframes.',
+                        },
+                    });
+                }
+                // All other structured McpErrors (genuine non-SELECT statements, etc.)
+                // propagate as-is.
                 throw err;
             }
             // Any unclassified raw DuckDB execution error that escaped the framework's

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	@@ -1 +1 @@
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package/dist/services/edgar/edgar-api-service.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/services/edgar/edgar-api-service.js CHANGED Viewed

@@ -206,7 +206,7 @@ class EdgarApiService {
         const padded = cik.padStart(10, '0');
         return this.fetchJson(`https://data.sec.gov/submissions/CIK${padded}.json`);
     }
-    searchFilings(params) {
+    async searchFilings(params) {
         const url = new URL('https://efts.sec.gov/LATEST/search-index');
         // `q` is optional — EFTS honors `ciks` for pure entity scope with no
         // full-text query, so a bare cik:/ticker: search sends no `q`.
@@ -225,7 +225,23 @@ class EdgarApiService {
         }
         url.searchParams.set('from', String(params.from ?? 0));
         url.searchParams.set('size', String(params.size ?? 20));
-        return this.fetchJson(url.toString());
+        const response = await this.fetchJson(url.toString());
+        // Shape guard: EFTS can return a 2xx whose body omits `hits.total` (degraded
+        // payload, or a rejected request echoed as `{ error: ... }` with 200). A genuine
+        // zero-hit response is still well-formed (`hits.total.value: 0`, empty
+        // `hits.hits`) and passes. Without this, `response.hits.total.value` throws a
+        // raw TypeError that leaks to the client (#61).
+        if (!Array.isArray(response?.hits?.hits) || typeof response.hits.total?.value !== 'number') {
+            const upstreamError = response?.error;
+            throw serviceUnavailable('SEC EDGAR full-text search returned an unexpected response without hits — the service may be degraded.', {
+                reason: 'efts_degraded_response',
+                ...(typeof upstreamError === 'string' && { upstreamError }),
+                recovery: {
+                    hint: 'Retry the search in a few minutes — EDGAR full-text search returned an incomplete response.',
+                },
+            });
+        }
+        return response;
     }
     /**
      * Resolve likely company CIKs for a filing accession number using SEC search metadata.

package/dist/services/edgar/edgar-api-service.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.11.2",
+  "version": "0.11.3",
   "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
   "mcpName": "io.github.cyanheads/secedgar-mcp-server",
   "type": "module",

package/server.json CHANGED Viewed

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.11.2",
+  "version": "0.11.3",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.11.2",
+      "version": "0.11.3",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.11.2",
+      "version": "0.11.3",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",