@cyanheads/secedgar-mcp-server 0.12.1 → 0.12.3

package/Dockerfile

@@ -8,20 +8,17 @@ FROM oven/bun:1.3.14 AS build
 
 WORKDIR /usr/src/app
 
-# Install build tools required for native modules (better-sqlite3 uses node-gyp)
-RUN apt-get update && apt-get install -y --no-install-recommends \
-    python3 make g++ && \
-    rm -rf /var/lib/apt/lists/*
-
 # Copy dependency manifests for optimized layer caching
 COPY package.json bun.lock ./
 
-# Install all dependencies (including dev). Lifecycle scripts run intentionally:
-# better-sqlite3's native binding is compiled here and copied into the production
-# stage below, so this stage must NOT use --ignore-scripts (it would ship a
-# missing binding). The BuildKit cache mount persists Bun's package cache.
+# Install all dependencies (including dev). --ignore-scripts skips native
+# postinstalls: better-sqlite3's prebuild-install/node-gyp path is unsupported
+# under Bun and would abort the build. It is unneeded in the image anyway — the
+# SQLite mirror uses the built-in bun:sqlite driver at runtime under Bun
+# (better-sqlite3 is the Node-only fallback). The BuildKit cache mount persists
+# Bun's package cache across builds.
 RUN --mount=type=cache,target=/root/.bun/install/cache \
-    bun install --frozen-lockfile
+    bun install --frozen-lockfile --ignore-scripts
 
 # Copy the rest of the source code
 COPY . .
@@ -54,9 +51,9 @@ LABEL org.opencontainers.image.licenses="Apache-2.0"
 # Copy dependency manifests
 COPY package.json bun.lock ./
 
-# Copy node_modules from the build stage — avoids reinstalling native modules
-# (better-sqlite3 requires python3/make/g++ to compile; copying the pre-built
-# artifacts from the build stage keeps the production image free of build tools).
+# Copy node_modules from the build stage rather than reinstalling. Deps carry no
+# compiled native artifacts (installed with --ignore-scripts); the SQLite mirror
+# uses bun:sqlite at runtime under Bun, so nothing needs building here.
 COPY --from=build /usr/src/app/node_modules ./node_modules
 
 # Conditionally install OpenTelemetry optional peer dependencies (Tier 3).

package/README.md

@@ -7,7 +7,7 @@
 
 <div align="center">
 
-[![npm](https://img.shields.io/npm/v/@cyanheads/secedgar-mcp-server?style=flat-square&logo=npm&logoColor=white)](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [![License](https://img.shields.io/badge/License-Apache%202.0-orange.svg?style=flat-square)](./LICENSE) [![Docker](https://img.shields.io/badge/Docker-ghcr.io-2496ED?style=flat-square&logo=docker&logoColor=white)](https://github.com/users/cyanheads/packages/container/package/secedgar-mcp-server) [![MCP SDK](https://img.shields.io/badge/MCP%20SDK-^1.29.0-green.svg?style=flat-square)](https://modelcontextprotocol.io/) [![TypeScript](https://img.shields.io/badge/TypeScript-^6.0.3-3178C6.svg?style=flat-square)](https://www.typescriptlang.org/) [![Bun](https://img.shields.io/badge/Bun-v1.3.11-blueviolet.svg?style=flat-square)](https://bun.sh/)
+[![npm](https://img.shields.io/npm/v/@cyanheads/secedgar-mcp-server?style=flat-square&logo=npm&logoColor=white)](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [![License](https://img.shields.io/badge/License-Apache%202.0-orange.svg?style=flat-square)](./LICENSE) [![Docker](https://img.shields.io/badge/Docker-ghcr.io-2496ED?style=flat-square&logo=docker&logoColor=white)](https://github.com/users/cyanheads/packages/container/package/secedgar-mcp-server) [![MCP SDK](https://img.shields.io/badge/MCP%20SDK-^1.29.0-green.svg?style=flat-square)](https://modelcontextprotocol.io/) [![TypeScript](https://img.shields.io/badge/TypeScript-^6.0.3-3178C6.svg?style=flat-square)](https://www.typescriptlang.org/) [![Bun](https://img.shields.io/badge/Bun-v1.3.14-blueviolet.svg?style=flat-square)](https://bun.sh/)
 
 </div>
 
@@ -54,6 +54,7 @@ Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to enti
 - Current and former company names both resolve (`Facebook` → Meta Platforms, `Square` → Block)
 - Near-match suggestions on zero-result name search (e.g. `Microsfot` → `MICROSOFT CORP / MSFT`)
 - Optionally includes recent filings with form type filtering
+- Date filtering (`filed_after` / `filed_before`) and under-filled form filters page into the older submissions archive, reaching filings that predate the ~1000-entry recent window (e.g. a 2005 10-K); `history_scanned_through` discloses the scan depth, and the full filtered history materializes as a `df_<id>` dataframe when it exceeds the inline `filing_limit`
 - Returns entity metadata: SIC code, exchanges, fiscal year end, state of incorporation
 
 ---
@@ -64,6 +65,7 @@ Full-text search across all EDGAR filing documents since 1993.
 
 - Exact phrases (`"material weakness"`), boolean operators (`revenue OR income`), wildcards (`account*`)
 - Entity targeting within query string (`cik:320193` or `ticker:AAPL`) — scoped server-side by CIK, so filings made under a former company name (same CIK) are included
+- Browse mode: omit `query` to list filings by form type (`forms=["S-1"]`) and/or entity (`ticker:`/`cik:`), optionally narrowed by date — a bare date range is not a valid search and must be paired with forms or entity targeting
 - Date range filtering, form type filtering, pagination up to 10,000 results
 - Returns form distribution for narrowing follow-up searches
 - When the entity-scoped window exceeds the inline limit, the already-fetched EFTS window is materialized as a `df_<id>` dataframe — query it with `secedgar_dataframe_query`

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

@@ -1 +1 @@
-{"version":3,"file":"company-analysis.prompt.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAU,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,eAAO,MAAM,qBAAqB;;;kBAwChC,CAAC"}
+{"version":3,"file":"company-analysis.prompt.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAU,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,eAAO,MAAM,qBAAqB;;;kBA2EhC,CAAC"}

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

@@ -12,32 +12,56 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
             .optional()
             .describe('Specific areas to focus on (e.g., "revenue growth, debt levels, insider activity"). If omitted, performs a general analysis.'),
     }),
-    generate: (args) => [
-        {
-            role: 'user',
-            content: {
-                type: 'text',
-                text: [
-                    `Analyze the SEC filings for **${args.company}**${args.focus_areas ? ` with a focus on: ${args.focus_areas}` : ''}.`,
-                    '',
-                    'Follow this structured workflow:',
-                    '',
-                    '1. **Company Identification** — Use `secedgar_company_search` to resolve the company and review recent filings.',
-                    '2. **Financial Trends** — Use `secedgar_get_financials` to pull key metrics (revenue, net_income, eps_diluted, assets, debt, operating_cash_flow) and identify trends over the last 3-5 years.',
-                    '3. **Recent Filings Review** — Use `secedgar_get_filing` to read the most recent 10-K or 10-Q for qualitative insights (risk factors, MD&A, business overview).',
-                    '4. **Material Events** — Use `secedgar_search_filings` (or call `secedgar_company_search` with `form_types: ["8-K"]`) to surface recent material events (M&A, leadership changes, earnings surprises).',
-                    '5. **Industry Context** — Use `secedgar_fetch_frames` to compare key metrics against peers.',
-                    '',
-                    'Present findings as:',
-                    '- **Company Overview** — entity details, industry, fiscal year',
-                    '- **Financial Summary** — key metrics table with trends',
-                    '- **Risk Factors** — material risks from latest filings',
-                    '- **Recent Events** — notable 8-K filings and their significance',
-                    '- **Peer Comparison** — how the company stacks up on key metrics',
-                    '- **Key Takeaways** — 3-5 bullet points summarizing the analysis',
-                ].join('\n'),
+    generate: (args) => {
+        // Route ownership-focused analyses to the purpose-built ownership tools (#75).
+        // "ownership" is generic, so it surfaces both the insider and institutional steps;
+        // the baseline financial/filing/event/peer workflow is unchanged, and
+        // secedgar_search_filings stays the fallback for broad discovery.
+        const focus = (args.focus_areas ?? '').toLowerCase();
+        const wantsInsider = /insider|management transaction|ownership/.test(focus);
+        const wantsInstitutional = /institutional|13[\s-]?f|ownership/.test(focus);
+        const steps = [
+            '**Company Identification** — Use `secedgar_company_search` to resolve the company and review recent filings.',
+            '**Financial Trends** — Use `secedgar_get_financials` to pull key metrics (revenue, net_income, eps_diluted, assets, debt, operating_cash_flow) and identify trends over the last 3-5 years.',
+            '**Recent Filings Review** — Use `secedgar_get_filing` to read the most recent 10-K or 10-Q for qualitative insights (risk factors, MD&A, business overview).',
+            '**Material Events** — Use `secedgar_search_filings` (or call `secedgar_company_search` with `form_types: ["8-K"]`) to surface recent material events (M&A, leadership changes, earnings surprises).',
+        ];
+        if (wantsInsider) {
+            steps.push('**Insider Activity** — Use `secedgar_get_insider_transactions` to review Form 3/4/5 buying and selling by officers, directors, and 10% owners.');
+        }
+        if (wantsInstitutional) {
+            steps.push("**Institutional Ownership** — Use `secedgar_get_institutional_holdings` for a 13F filer's reported positions (pass the institutional manager, not the issuer — EDGAR has no issuer-to-holder index).");
+        }
+        steps.push('**Industry Context** — Use `secedgar_fetch_frames` to compare key metrics against peers.');
+        const findings = [
+            '- **Company Overview** — entity details, industry, fiscal year',
+            '- **Financial Summary** — key metrics table with trends',
+            '- **Risk Factors** — material risks from latest filings',
+            '- **Recent Events** — notable 8-K filings and their significance',
+        ];
+        if (wantsInsider || wantsInstitutional) {
+            findings.push('- **Ownership Activity** — insider transactions and/or institutional holdings for the focus');
+        }
+        findings.push('- **Peer Comparison** — how the company stacks up on key metrics');
+        findings.push('- **Key Takeaways** — 3-5 bullet points summarizing the analysis');
+        return [
+            {
+                role: 'user',
+                content: {
+                    type: 'text',
+                    text: [
+                        `Analyze the SEC filings for **${args.company}**${args.focus_areas ? ` with a focus on: ${args.focus_areas}` : ''}.`,
+                        '',
+                        'Follow this structured workflow:',
+                        '',
+                        ...steps.map((step, i) => `${i + 1}. ${step}`),
+                        '',
+                        'Present findings as:',
+                        ...findings,
+                    ].join('\n'),
+                },
             },
-        },
-    ],
+        ];
+    },
 });
 //# sourceMappingURL=company-analysis.prompt.js.map

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

@@ -1 +1 @@
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+{"version":3,"file":"company-analysis.prompt.js","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,MAAM,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,MAAM,CAAC,MAAM,qBAAqB,GAAG,MAAM,CAAC,2BAA2B,EAAE;IACvE,WAAW,EAAE,mKAAmK;IAEhL,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC;QACb,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACtF,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,8HAA8H,CAC/H;KACJ,CAAC;IAEF,QAAQ,EAAE,CAAC,IAAI,EAAE,EAAE;QACjB,+EAA+E;QAC/E,mFAAmF;QACnF,sEAAsE;QACtE,kEAAkE;QAClE,MAAM,KAAK,GAAG,CAAC,IAAI,CAAC,WAAW,IAAI,EAAE,CAAC,CAAC,WAAW,EAAE,CAAC;QACrD,MAAM,YAAY,GAAG,0CAA0C,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC5E,MAAM,kBAAkB,GAAG,mCAAmC,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAE3E,MAAM,KAAK,GAAa;YACtB,8GAA8G;YAC9G,6LAA6L;YAC7L,8JAA8J;YAC9J,qMAAqM;SACtM,CAAC;QACF,IAAI,YAAY,EAAE,CAAC;YACjB,KAAK,CAAC,IAAI,CACR,gJAAgJ,CACjJ,CAAC;QACJ,CAAC;QACD,IAAI,kBAAkB,EAAE,CAAC;YACvB,KAAK,CAAC,IAAI,CACR,sMAAsM,CACvM,CAAC;QACJ,CAAC;QACD,KAAK,CAAC,IAAI,CACR,0FAA0F,CAC3F,CAAC;QAEF,MAAM,QAAQ,GAAa;YACzB,gEAAgE;YAChE,yDAAyD;YACzD,yDAAyD;YACzD,kEAAkE;SACnE,CAAC;QACF,IAAI,YAAY,IAAI,kBAAkB,EAAE,CAAC;YACvC,QAAQ,CAAC,IAAI,CACX,6FAA6F,CAC9F,CAAC;QACJ,CAAC;QACD,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAClF,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAElF,OAAO;YACL;gBACE,IAAI,EAAE,MAAM;gBACZ,OAAO,EAAE;oBACP,IAAI,EAAE,MAAM;oBACZ,IAAI,EAAE;wBACJ,iCAAiC,IAAI,CAAC,OAAO,KAAK,IAAI,CAAC,WAAW,CAAC,CAAC,CAAC,qBAAqB,IAAI,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,GAAG;wBACpH,EAAE;wBACF,kCAAkC;wBAClC,EAAE;wBACF,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,GAAG,CAAC,KAAK,IAAI,EAAE,CAAC;wBAC9C,EAAE;wBACF,sBAAsB;wBACtB,GAAG,QAAQ;qBACZ,CAAC,IAAI,CAAC,IAAI,CAAC;iBACb;aACF;SACF,CAAC;IACJ,CAAC;CACF,CAAC,CAAC"}

package/dist/mcp-server/resources/definitions/filing-types.resource.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAsEH,eAAO,MAAM,mBAAmB;;wDA8B9B,CAAC"}
+{"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAsEH,eAAO,MAAM,mBAAmB;;wDAkC9B,CAAC"}

package/dist/mcp-server/resources/definitions/filing-types.resource.js

@@ -41,13 +41,13 @@ const FILING_TYPES = [
         use_cases: 'Insider trading activity, management confidence signals',
     },
     {
-        form: 'SC 13D',
+        form: 'SCHEDULE 13D',
         cadence: 'Threshold',
         description: 'Beneficial ownership report for 5%+ activist investors.',
         use_cases: 'Activist investor tracking, ownership changes',
     },
     {
-        form: 'SC 13G',
+        form: 'SCHEDULE 13G',
         cadence: 'Threshold',
         description: 'Beneficial ownership report for 5%+ passive investors.',
         use_cases: 'Passive institutional ownership tracking',
@@ -77,6 +77,7 @@ export const filingTypesResource = resource('secedgar://filing-types', {
         for (const ft of FILING_TYPES) {
             lines.push(`| **${ft.form}** | ${ft.cadence} | ${ft.description} | ${ft.use_cases} |`);
         }
+        lines.push('', '> **Beneficial-ownership form names (December 2024 transition):** 5%+ ownership filings now use the structured form names `SCHEDULE 13D` / `SCHEDULE 13G` (with a `primary_doc.xml`). The legacy `SC 13D` / `SC 13G` names stopped appearing on new filings, so filter EFTS (`secedgar_search_filings` forms) on the current names to reach recent filings.');
         return lines.join('\n');
     },
     list: async () => ({

package/dist/mcp-server/resources/definitions/filing-types.resource.js.map

@@ -1 +1 @@
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+{"version":3,"file":"filing-types.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAElD,MAAM,YAAY,GAAG;IACnB;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EACT,mFAAmF;QACrF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,mBAAmB;QAC5B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,oDAAoD;KAChE;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,uFAAuF;QACzF,SAAS,EAAE,wDAAwD;KACpE;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,wFAAwF;QAC1F,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,iBAAiB;QAC1B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,+CAA+C;KAC3D;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,wDAAwD;QACrE,SAAS,EAAE,0CAA0C;KACtD;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,UAAU;QACnB,WAAW,EAAE,2EAA2E;QACxF,SAAS,EAAE,qCAAqC;KACjD;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EAAE,4DAA4D;QACzE,SAAS,EAAE,gCAAgC;KAC5C;CACO,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,QAAQ,CAAC,yBAAyB,EAAE;IACrE,IAAI,EAAE,kBAAkB;IACxB,WAAW,EACT,iNAAiN;IACnN,QAAQ,EAAE,eAAe;IAEzB,OAAO,CAAC,OAAO,EAAE,IAAI;QACnB,MAAM,KAAK,GAAa,CAAC,oBAAoB,EAAE,EAAE,CAAC,CAAC;QACnD,KAAK,CAAC,IAAI,CACR,uHAAuH,EACvH,EAAE,CACH,CAAC;QACF,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,MAAM,EAAE,IAAI,YAAY,EAAE,CAAC;YAC9B,KAAK,CAAC,IAAI,CAAC,OAAO,EAAE,CAAC,IAAI,QAAQ,EAAE,CAAC,OAAO,MAAM,EAAE,CAAC,WAAW,MAAM,EAAE,CAAC,SAAS,IAAI,CAAC,CAAC;QACzF,CAAC;QACD,KAAK,CAAC,IAAI,CACR,EAAE,EACF,6VAA6V,CAC9V,CAAC;QACF,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;IAC1B,CAAC;IAED,IAAI,EAAE,KAAK,IAAI,EAAE,CAAC,CAAC;QACjB,SAAS,EAAE;YACT;gBACE,GAAG,EAAE,yBAAyB;gBAC9B,IAAI,EAAE,kBAAkB;gBACxB,WAAW,EAAE,yDAAyD;gBACtE,QAAQ,EAAE,eAAe;aAC1B;SACF;KACF,CAAC;CACH,CAAC,CAAC"}

package/dist/mcp-server/tools/definitions/company-search.tool.d.ts

@@ -10,6 +10,8 @@ export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDef
     include_filings: z.ZodDefault<z.ZodBoolean>;
     form_types: z.ZodOptional<z.ZodArray<z.ZodString>>;
     filing_limit: z.ZodDefault<z.ZodNumber>;
+    filed_after: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
+    filed_before: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
 }, z.core.$strip>, z.ZodObject<{
     cik: z.ZodString;
     name: z.ZodString;
@@ -30,6 +32,13 @@ export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDef
         description: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>>;
     total_filings: z.ZodOptional<z.ZodNumber>;
+    history_scanned_through: z.ZodOptional<z.ZodString>;
+    dataset: z.ZodOptional<z.ZodObject<{
+        name: z.ZodString;
+        row_count: z.ZodNumber;
+        expires_at: z.ZodString;
+        truncated: z.ZodBoolean;
+    }, z.core.$strip>>;
 }, z.core.$strip>, readonly [{
     readonly reason: "no_match";
     readonly code: JsonRpcErrorCode.NotFound;

package/dist/mcp-server/tools/definitions/company-search.tool.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"company-search.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAY,MAAM,+BAA+B,CAAC;AAoB3E,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA6Q5B,CAAC"}
+{"version":3,"file":"company-search.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAY,MAAM,+BAA+B,CAAC;AAkD3E,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA4Y5B,CAAC"}

package/dist/mcp-server/tools/definitions/company-search.tool.js

@@ -5,7 +5,15 @@
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode, McpError } from '@cyanheads/mcp-ts-core/errors';
-import { getEdgarApiService, suggestCompanies } from '../../../services/edgar/edgar-api-service.js';
+import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
+import { getEdgarApiService, selectArchivePages, suggestCompanies, } from '../../../services/edgar/edgar-api-service.js';
+/**
+ * Cap on submissions archive pages fetched in one call — bounds latency and the
+ * rate-limited request budget for prolific multi-decade filers. Hitting the cap
+ * sets the dataframe's `truncated` flag (#78). Most filers have 0–3 archive pages,
+ * so the cap rarely binds.
+ */
+const ARCHIVE_PAGE_SCAN_CAP = 10;
 /** Format SEC's MMDD fiscal year end string as MM-DD (e.g., "0926" → "09-26"). */
 function formatFiscalYearEnd(raw) {
     if (/^\d{4}$/.test(raw)) {
@@ -13,6 +21,21 @@ function formatFiscalYearEnd(raw) {
     }
     return raw;
 }
+/** Zip a submissions parallel-array block (recent window or archive page) into filing rows. */
+function zipFilings(block) {
+    const rows = [];
+    for (let i = 0; i < block.accessionNumber.length; i++) {
+        rows.push({
+            accession_number: block.accessionNumber[i] ?? '',
+            form: block.form[i] ?? '',
+            filing_date: block.filingDate[i] ?? '',
+            report_date: block.reportDate[i] || undefined,
+            primary_document: block.primaryDocument[i] ?? '',
+            description: block.primaryDocDescription[i] || undefined,
+        });
+    }
+    return rows;
+}
 export const companySearchTool = tool('secedgar_company_search', {
     description: 'Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
@@ -59,7 +82,27 @@ export const companySearchTool = tool('secedgar_company_search', {
             .min(1)
             .max(50)
             .default(10)
-            .describe('Maximum number of filings to return.'),
+            .describe('Maximum number of filings to return in the inline list.'),
+        filed_after: z
+            .union([
+            z.literal(''),
+            z
+                .string()
+                .regex(/^\d{4}-\d{2}-\d{2}$/, 'Expected YYYY-MM-DD')
+                .describe('YYYY-MM-DD'),
+        ])
+            .optional()
+            .describe("Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the ~1000-filing recent window (e.g. a company's 2005 10-K)."),
+        filed_before: z
+            .union([
+            z.literal(''),
+            z
+                .string()
+                .regex(/^\d{4}-\d{2}-\d{2}$/, 'Expected YYYY-MM-DD')
+                .describe('YYYY-MM-DD'),
+        ])
+            .optional()
+            .describe('Only include filings filed on or before this date (YYYY-MM-DD). Use alone or with filed_after; together they bound the archive-page scan.'),
     }),
     output: z.object({
         cik: z.string().describe('Central Index Key, zero-padded to 10 digits.'),
@@ -108,7 +151,24 @@ export const companySearchTool = tool('secedgar_company_search', {
         total_filings: z
             .number()
             .optional()
-            .describe('Total filings matching the filter (may exceed filing_limit).'),
+            .describe('Total filings matching the filter across everything scanned (recent window + any archive pages), which may exceed filing_limit and the inline list.'),
+        history_scanned_through: z
+            .string()
+            .optional()
+            .describe('Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window caps at ~1000 filings, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned.'),
+        dataset: z
+            .object({
+            name: z
+                .string()
+                .describe('Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.'),
+            row_count: z.number().describe('Rows materialized in the dataframe.'),
+            expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
+            truncated: z
+                .boolean()
+                .describe('True when the archive scan hit its page cap before exhausting the manifest — older matching filings exist beyond the dataframe.'),
+        })
+            .optional()
+            .describe('Canvas dataframe holding the full filtered filing history (recent + archive pages), registered only when the scan reached beyond the recent window and the history exceeds filing_limit. Query the complete history — filings by form by year — with secedgar_dataframe_query; the inline `filings` list stays capped at filing_limit.'),
     }),
     async handler(input, ctx) {
         const api = getEdgarApiService();
@@ -171,26 +231,79 @@ export const companySearchTool = tool('secedgar_company_search', {
         });
         let filings;
         let totalFilings;
+        let historyScannedThrough;
+        let dataset;
         if (input.include_filings) {
-            const recent = submissions.filings.recent;
-            const count = recent.accessionNumber.length;
-            // Zip parallel arrays into objects
-            const all = [];
-            for (let i = 0; i < count; i++) {
-                all.push({
-                    accession_number: recent.accessionNumber[i] ?? '',
-                    form: recent.form[i] ?? '',
-                    filing_date: recent.filingDate[i] ?? '',
-                    report_date: recent.reportDate[i] || undefined,
-                    primary_document: recent.primaryDocument[i] ?? '',
-                    description: recent.primaryDocDescription[i] || undefined,
+            const filedAfter = input.filed_after || undefined;
+            const filedBefore = input.filed_before || undefined;
+            const hasDateFilter = Boolean(filedAfter || filedBefore);
+            const formTypes = input.form_types?.length ? input.form_types : undefined;
+            const matches = (f) => (!formTypes || formTypes.some((ft) => f.form.toUpperCase() === ft.toUpperCase())) &&
+                (!filedAfter || f.filing_date >= filedAfter) &&
+                (!filedBefore || f.filing_date <= filedBefore);
+            const recentRows = zipFilings(submissions.filings.recent);
+            const recentMatched = recentRows.filter(matches);
+            // Oldest date scanned so far — the recent window's tail (newest-first, so last).
+            historyScannedThrough = recentRows.at(-1)?.filing_date;
+            // Walk the older archive pages when the caller targets a date range (which may
+            // predate the recent window) or when a form filter under-fills that window (#78).
+            const files = submissions.filings.files;
+            const underFill = Boolean(formTypes) && recentMatched.length < input.filing_limit;
+            const bridge = getCanvasBridge();
+            const archiveMatched = [];
+            let scannedBeyondRecent = false;
+            let archiveTruncated = false;
+            if (files.length > 0 && (hasDateFilter || underFill)) {
+                const pages = selectArchivePages(files, filedAfter, filedBefore);
+                const pageLimit = Math.min(pages.length, ARCHIVE_PAGE_SCAN_CAP);
+                archiveTruncated = pages.length > pageLimit;
+                for (let i = 0; i < pageLimit; i++) {
+                    const page = pages[i];
+                    if (!page)
+                        break;
+                    const block = await api.fetchArchivePage(page.name);
+                    scannedBeyondRecent = true;
+                    historyScannedThrough = page.filingFrom;
+                    archiveMatched.push(...zipFilings(block).filter(matches));
+                    // Under-fill fallback with no canvas: stop once the inline limit is filled —
+                    // there is no dataframe to complete, so deeper pages aren't worth fetching.
+                    // (With a canvas, the loop scans on to register the full filtered history.)
+                    if (!hasDateFilter &&
+                        !bridge &&
+                        recentMatched.length + archiveMatched.length >= input.filing_limit) {
+                        break;
+                    }
+                }
+            }
+            const fullMatched = [...recentMatched, ...archiveMatched].sort((a, b) => b.filing_date.localeCompare(a.filing_date));
+            totalFilings = fullMatched.length;
+            filings = fullMatched.slice(0, input.filing_limit);
+            // Register the full filtered history to the canvas when the scan reached beyond
+            // the recent window and there is more than fits inline — a multi-decade history is
+            // SQL shape (filings by form by year). Mirror the ownership tools' preview +
+            // full-set pattern; the inline `filings` list stays capped at filing_limit.
+            if (bridge && scannedBeyondRecent && fullMatched.length > input.filing_limit) {
+                const registered = await bridge.registerDataframe(ctx, {
+                    rows: fullMatched.map((f) => ({
+                        accession_number: f.accession_number,
+                        form: f.form,
+                        filing_date: f.filing_date,
+                        report_date: f.report_date ?? null,
+                        primary_document: f.primary_document,
+                        description: f.description ?? null,
+                    })),
+                    sourceTool: 'secedgar_company_search',
+                    queryParams: {
+                        cik: match.cik,
+                        form_types: input.form_types,
+                        filed_after: filedAfter,
+                        filed_before: filedBefore,
+                    },
+                    truncated: archiveTruncated,
                 });
+                if (registered)
+                    dataset = { ...toDatasetField(registered), truncated: archiveTruncated };
             }
-            const filtered = input.form_types
-                ? all.filter((f) => input.form_types?.some((ft) => f.form.toUpperCase() === ft.toUpperCase()))
-                : all;
-            totalFilings = filtered.length;
-            filings = filtered.slice(0, input.filing_limit);
         }
         if (input.include_filings && input.form_types?.length && totalFilings === 0) {
             ctx.enrich.notice(`No filings matched form types [${input.form_types.join(', ')}] for this entity. Try different form types or remove the filter.`);
@@ -210,6 +323,8 @@ export const companySearchTool = tool('secedgar_company_search', {
             class_id: match.classId,
             filings,
             total_filings: totalFilings,
+            history_scanned_through: historyScannedThrough,
+            dataset,
         };
     },
     format: (result) => {
@@ -226,13 +341,22 @@ export const companySearchTool = tool('secedgar_company_search', {
             lines.push(`Series ID: ${result.series_id}${result.class_id ? ` | Class ID: ${result.class_id}` : ''}`);
         }
         if (result.filings?.length) {
-            lines.push(`\nRecent filings (${result.filings.length} of ${result.total_filings}):`);
+            lines.push(`\nFilings (${result.filings.length} of ${result.total_filings}):`);
             for (const f of result.filings) {
                 const reportDate = f.report_date ? ` (period: ${f.report_date})` : '';
                 const desc = f.description ? ` — ${f.description}` : '';
                 lines.push(`- ${f.form} ${f.filing_date}${reportDate}${desc} — ${f.primary_document} [${f.accession_number}]`);
             }
         }
+        if (result.history_scanned_through) {
+            lines.push(`\nHistory scanned through: ${result.history_scanned_through} (older filings not examined).`);
+        }
+        if (result.dataset) {
+            const truncatedNote = result.dataset.truncated
+                ? ' (truncated — older filings exist beyond the scanned pages)'
+                : '';
+            lines.push(`Dataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at})${truncatedNote} — full filtered history, query with secedgar_dataframe_query.`);
+        }
         return [{ type: 'text', text: lines.join('\n') }];
     },
 });

package/dist/mcp-server/tools/definitions/company-search.tool.js.map

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

@@ -44,6 +44,11 @@ export declare const dataframeQueryTool: import("@cyanheads/mcp-ts-core").ToolDe
     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 reason: "non_select_statement";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The SQL is a non-SELECT statement (DROP, INSERT, UPDATE, DDL, etc.) — only read-only SELECTs run against dataframes";
+    readonly recovery: "Query only SELECT statements against df_<id> tables. Use secedgar_dataframe_describe to inspect available dataframes.";
 }], {
     readonly notice: z.ZodOptional<z.ZodString>;
 }>;

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

@@ -1 +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"}
+{"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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA2L7B,CAAC"}

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

@@ -51,6 +51,12 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             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.',
         },
+        {
+            reason: 'non_select_statement',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The SQL is a non-SELECT statement (DROP, INSERT, UPDATE, DDL, etc.) — only read-only SELECTs run against dataframes',
+            recovery: 'Query only SELECT statements against df_<id> tables. Use secedgar_dataframe_describe to inspect available dataframes.',
+        },
     ],
     input: z.object({
         sql: z

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

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

@@ -50,6 +50,11 @@ export declare const getInstitutionalHoldingsTool: import("@cyanheads/mcp-ts-cor
     readonly code: JsonRpcErrorCode.NotFound;
     readonly when: "The ticker or CIK does not resolve to a known company or institution";
     readonly recovery: "Use secedgar_company_search to find the correct CIK or full entity name.";
+}, {
+    readonly reason: "ambiguous_entity";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The name resolves to multiple EDGAR entities (e.g. several filers sharing a legal name)";
+    readonly recovery: "Retry with the exact 10-digit CIK of the intended filer from the matches list.";
 }, {
     readonly reason: "no_filings_found";
     readonly code: JsonRpcErrorCode.NotFound;

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

@@ -1 +1 @@
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