@cyanheads/secedgar-mcp-server 0.12.2 → 0.12.3

package/README.md

@@ -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/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/search-filings.tool.d.ts

@@ -5,7 +5,7 @@
 import { z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
-    query: z.ZodString;
+    query: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
     forms: z.ZodOptional<z.ZodArray<z.ZodString>>;
     start_date: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
     end_date: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
@@ -53,6 +53,11 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
     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 reason: "missing_criteria";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "Neither a full-text query nor a forms filter was provided (a date range cannot stand alone)";
+    readonly recovery: "Provide search terms, or browse by form type (forms: [\"S-1\"]) or entity (ticker:AAPL / cik:320193 in the query) — optionally narrowed by date.";
 }], {
     readonly effectiveQuery: z.ZodString;
     readonly notice: z.ZodOptional<z.ZodString>;

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

@@ -1 +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,EAAsB,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAC/D,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;AAkGlF,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAga5B,CAAC"}

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

@@ -121,13 +121,25 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             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.',
         },
+        {
+            reason: 'missing_criteria',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'Neither a full-text query nor a forms filter was provided (a date range cannot stand alone)',
+            recovery: 'Provide search terms, or browse by form type (forms: ["S-1"]) or entity (ticker:AAPL / cik:320193 in the query) — optionally narrowed by date.',
+        },
     ],
     input: z.object({
         query: z
-            .string()
-            .trim()
-            .min(1, 'Query cannot be blank')
-            .describe('Full-text search query. Supports: exact phrases ("material weakness"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or cik:320193 in the query). Terms are AND\'d by default.'),
+            .union([
+            z.literal(''),
+            z
+                .string()
+                .trim()
+                .min(1, 'Query cannot be blank')
+                .describe('Full-text search query. Supports: exact phrases ("material weakness"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), entity targeting (ticker:AAPL or cik:320193 in the query). Terms are AND\'d by default.'),
+        ])
+            .optional()
+            .describe('Full-text search query. Optional — omit (or pass "") to browse by form type and/or entity instead, e.g. every S-1 in a date window, or a company\'s filings via ticker:/cik:. A date range alone is not a valid search; pair it with forms or entity targeting. When present, supports exact phrases ("material weakness"), boolean operators (revenue OR income), exclusion (-preliminary), wildcard suffix (account*), and entity targeting (ticker:AAPL or cik:320193 in the query); terms are AND\'d by default.'),
         forms: z
             .array(z.string())
             .optional()
@@ -163,7 +175,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         sort: z
             .enum(['filing_date_desc', 'filing_date_asc', 'relevance'])
             .default('filing_date_desc')
-            .describe('Result ordering. "filing_date_desc" (default) returns most recent first. "filing_date_asc" returns oldest first. "relevance" returns SEC\'s native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters.'),
+            .describe('Result ordering. "filing_date_desc" (default) returns most recent first. "filing_date_asc" returns oldest first. "relevance" returns SEC\'s native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters. On the no-query browse path (forms/entity only), EFTS has no relevance signal — every hit scores null — and returns filings in natural date-descending order, so all sort modes effectively yield newest-first.'),
     }),
     output: z.object({
         total: z
@@ -231,9 +243,18 @@ 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') });
         }
+        // Browse mode (#79): EFTS accepts a forms-only or entity-scoped request with no
+        // full-text term, but rejects one with neither ("Blank search not valid"). Guard
+        // the both-absent shape here — checked against the RAW query/forms (before the
+        // entity token is stripped), so a bare cik:/ticker: query still passes (it has raw
+        // content even though it strips to blank). A date range does not stand alone.
+        if (!input.query?.trim() && !input.forms?.length) {
+            throw ctx.fail('missing_criteria', 'A full-text query or a forms filter is required — a date range alone is not a valid search.', { ...ctx.recoveryFor('missing_criteria') });
+        }
         // 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);
+        // Default to '' so a browse request (undefined query) resolves cleanly.
+        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
@@ -339,21 +360,36 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         });
         const effectiveQuery = entityCik
             ? `${query ? `${query} ` : ''}(entity scope: CIK ${entityCik})`
-            : query;
+            : query || (input.forms?.length ? `(browse: forms ${input.forms.join(', ')})` : '');
         ctx.enrich.echo(effectiveQuery);
         if (total === 0) {
-            // Genuine no-match — EFTS returned zero hits. Echo all active criteria.
-            const formsPart = input.forms?.length ? ` | Forms: ${input.forms.join(', ')}` : '';
-            const datePart = input.start_date && input.end_date
-                ? ` | Date: ${input.start_date} to ${input.end_date}`
-                : '';
-            ctx.enrich.notice(`No filings matched "${input.query}"${formsPart}${datePart}. Try broader search terms, remove form filters, or widen the date range.`);
+            // Genuine no-match — EFTS returned zero hits. Echo all active criteria; on the
+            // browse path (no query text) lead with the form/entity criteria instead of an
+            // empty quoted query.
+            const criteria = [];
+            if (query)
+                criteria.push(`"${query}"`);
+            if (entityCik)
+                criteria.push(`entity CIK ${entityCik}`);
+            if (input.forms?.length)
+                criteria.push(`forms [${input.forms.join(', ')}]`);
+            if (input.start_date && input.end_date) {
+                criteria.push(`dates ${input.start_date} to ${input.end_date}`);
+            }
+            const criteriaText = criteria.length > 0 ? criteria.join(', ') : 'the given criteria';
+            ctx.enrich.notice(`No filings matched ${criteriaText}. Broaden the query, remove the form filter, or widen the date range.`);
         }
         else if (results.length === 0 && wideFetch && input.offset >= hits.length) {
             // The offset exceeded the client-side window (wideFetch fetches 100 rows max).
             // There are results — the caller just paged past the available window. The
             // materialized dataframe holds the same window, so SQL paging reaches no further.
-            ctx.enrich.notice(`Offset (${input.offset}) exceeds the fetched window (${hits.length} rows — date sorts and entity targeting fetch a single window). ${total} filings matched: switch to sort=relevance for EDGAR-side pagination up to 10,000 results, or narrow the search with forms, dates, or entity targeting.`);
+            // Entity targeting forces wideFetch regardless of sort (see `wideFetch` above),
+            // so switching to sort=relevance does NOT unlock deeper EDGAR-side pagination on
+            // that path — only the non-entity path pages server-side via relevance.
+            const deeperPaging = entityCik
+                ? 'narrow the search with forms or dates, or query the full window via secedgar_dataframe_query'
+                : 'switch to sort=relevance for EDGAR-side pagination up to 10,000 results, or narrow the search with forms, dates, or entity targeting';
+            ctx.enrich.notice(`Offset (${input.offset}) exceeds the fetched window (${hits.length} rows — date sorts and entity targeting fetch a single window). ${total} filings matched: ${deeperPaging}.`);
         }
         else if (total > results.length) {
             ctx.enrich.truncated({ shown: results.length, cap: input.limit });

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

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

@@ -212,8 +212,20 @@ export class CanvasBridge {
                         },
                     });
                 }
-                // All other structured McpErrors (genuine non-SELECT statements, etc.)
-                // propagate as-is.
+                // (#74) A genuine non-SELECT (statementType 'DROP', 'INSERT', etc.) skips the
+                // #52 UNKNOWN reclassification above and would otherwise propagate without a
+                // recovery hint. Rewrap it — mirroring the reason-preserving rewraps above —
+                // so the declared contract guidance reaches the wire. The reason stays
+                // 'non_select_statement'; only recovery is added.
+                if (data?.reason === 'non_select_statement') {
+                    throw validationError(err.message, {
+                        ...data,
+                        recovery: {
+                            hint: 'Query only SELECT statements against df_<id> tables. Use secedgar_dataframe_describe to inspect available dataframes.',
+                        },
+                    });
+                }
+                // All other structured McpErrors propagate as-is.
                 throw err;
             }
             // Any unclassified raw DuckDB execution error that escaped the framework's

package/dist/services/canvas-bridge/canvas-bridge.js.map

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package/dist/services/edgar/edgar-api-service.d.ts

@@ -5,7 +5,7 @@
  * @module services/edgar/edgar-api-service
  */
 import { type FilingDocumentHeader } from './filing-headers.js';
-import type { CikMatch, CompanyConceptResponse, EftsResponse, FilingIndex, FramesResponse, SubmissionsResponse } from './types.js';
+import type { CikMatch, CompanyConceptResponse, EftsResponse, FilingIndex, FilingsRecent, FramesResponse, SubmissionsResponse } from './types.js';
 /** A candidate suggestion from the trigram scan on no-result name search. */
 export interface CompanySuggestion {
     cik: string;
@@ -34,6 +34,10 @@ declare class EdgarApiService {
     private tickerCache;
     private tickerCacheLoad;
     private throttleQueue;
+    /** Per-CIK submissions doc cache, keyed by padded CIK (TTL = EDGAR_TICKER_CACHE_TTL). */
+    private submissionsCache;
+    /** Per-page submissions archive cache, keyed by page name (TTL = EDGAR_TICKER_CACHE_TTL). */
+    private archivePageCache;
     constructor();
     /** Fetch and parse JSON, throwing on non-OK responses. */
     fetchJson<T>(url: string): Promise<T>;
@@ -69,7 +73,23 @@ declare class EdgarApiService {
     cikToTicker(cik: string): Promise<string | undefined>;
     /** Return the current in-memory entry list (used by the handler for trigram suggestions). */
     getAllEntries(): Promise<CikMatch[]>;
+    /**
+     * Fetch a filer's submissions document (entity metadata + the ~1000-filing
+     * `recent` window + the `files[]` archive-page manifest). Cached per CIK within
+     * the ticker-cache TTL — the doc is large and re-read on every archive-paging
+     * scan (#78). A 404 throws (uncached) so a bad CIK still surfaces.
+     */
     getSubmissions(cik: string): Promise<SubmissionsResponse>;
+    /**
+     * Fetch a submissions archive page (`filings.files[].name`, e.g.
+     * `CIK0000320193-submissions-001.json`) — the older filings that don't fit the
+     * ~1000-entry `recent` window. The page body is a flat parallel-array object
+     * field-compatible with `FilingsRecent`. Cached per page within the ticker-cache
+     * TTL (pages are large and effectively immutable once archived).
+     */
+    fetchArchivePage(name: string): Promise<FilingsRecent>;
+    /** True when a cache entry loaded at `at` is still within the ticker-cache TTL. */
+    private isFresh;
     searchFilings(params: {
         query: string;
         forms?: string[] | undefined;
@@ -187,6 +207,15 @@ declare class EdgarApiService {
      */
     private buildTickerCache;
 }
+/**
+ * Range-based selection of submissions archive-page manifest entries (`filings.files[]`),
+ * returned newest-first (by `filingTo` descending). A page's [filingFrom, filingTo]
+ * window is kept unless it lies entirely before `filedAfter` or entirely after
+ * `filedBefore`; with no bounds, every page is returned. Routes company_search's
+ * older-filings scan directly to the pages covering a requested date range, or walks
+ * all pages newest-first when a form filter under-fills the recent window (#78).
+ */
+export declare function selectArchivePages(files: SubmissionsResponse['filings']['files'], filedAfter?: string, filedBefore?: string): SubmissionsResponse['filings']['files'];
 /**
  * Pick the better of two ticker entries sharing a CIK. SEC's
  * `company_tickers.json` lists every class, preferred-share, and debt-security

package/dist/services/edgar/edgar-api-service.d.ts.map

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package/dist/services/edgar/edgar-api-service.js

@@ -93,6 +93,10 @@ class EdgarApiService {
     tickerCache;
     tickerCacheLoad;
     throttleQueue = Promise.resolve();
+    /** Per-CIK submissions doc cache, keyed by padded CIK (TTL = EDGAR_TICKER_CACHE_TTL). */
+    submissionsCache = new Map();
+    /** Per-page submissions archive cache, keyed by page name (TTL = EDGAR_TICKER_CACHE_TTL). */
+    archivePageCache = new Map();
     constructor() {
         const config = getServerConfig();
         this.minIntervalMs = Math.ceil(1000 / config.rateLimitRps);
@@ -232,9 +236,39 @@ class EdgarApiService {
         return cache.allEntries;
     }
     // --- SEC API Methods ---
-    getSubmissions(cik) {
+    /**
+     * Fetch a filer's submissions document (entity metadata + the ~1000-filing
+     * `recent` window + the `files[]` archive-page manifest). Cached per CIK within
+     * the ticker-cache TTL — the doc is large and re-read on every archive-paging
+     * scan (#78). A 404 throws (uncached) so a bad CIK still surfaces.
+     */
+    async getSubmissions(cik) {
         const padded = cik.padStart(10, '0');
-        return this.fetchJson(`https://data.sec.gov/submissions/CIK${padded}.json`);
+        const cached = this.submissionsCache.get(padded);
+        if (cached && this.isFresh(cached.at))
+            return cached.data;
+        const data = await this.fetchJson(`https://data.sec.gov/submissions/CIK${padded}.json`);
+        this.submissionsCache.set(padded, { at: Date.now(), data });
+        return data;
+    }
+    /**
+     * Fetch a submissions archive page (`filings.files[].name`, e.g.
+     * `CIK0000320193-submissions-001.json`) — the older filings that don't fit the
+     * ~1000-entry `recent` window. The page body is a flat parallel-array object
+     * field-compatible with `FilingsRecent`. Cached per page within the ticker-cache
+     * TTL (pages are large and effectively immutable once archived).
+     */
+    async fetchArchivePage(name) {
+        const cached = this.archivePageCache.get(name);
+        if (cached && this.isFresh(cached.at))
+            return cached.data;
+        const data = await this.fetchJson(`https://data.sec.gov/submissions/${name}`);
+        this.archivePageCache.set(name, { at: Date.now(), data });
+        return data;
+    }
+    /** True when a cache entry loaded at `at` is still within the ticker-cache TTL. */
+    isFresh(at) {
+        return Date.now() - at < getServerConfig().tickerCacheTtl * 1000;
     }
     async searchFilings(params) {
         const url = new URL('https://efts.sec.gov/LATEST/search-index');
@@ -599,6 +633,25 @@ class EdgarApiService {
 function buildFormerNameEntries() {
     return formerNamesData.map(([name, cik]) => ({ cik, name }));
 }
+/**
+ * Range-based selection of submissions archive-page manifest entries (`filings.files[]`),
+ * returned newest-first (by `filingTo` descending). A page's [filingFrom, filingTo]
+ * window is kept unless it lies entirely before `filedAfter` or entirely after
+ * `filedBefore`; with no bounds, every page is returned. Routes company_search's
+ * older-filings scan directly to the pages covering a requested date range, or walks
+ * all pages newest-first when a form filter under-fills the recent window (#78).
+ */
+export function selectArchivePages(files, filedAfter, filedBefore) {
+    return files
+        .filter((page) => {
+        if (filedAfter && page.filingTo < filedAfter)
+            return false;
+        if (filedBefore && page.filingFrom > filedBefore)
+            return false;
+        return true;
+    })
+        .sort((a, b) => b.filingTo.localeCompare(a.filingTo));
+}
 /**
  * Pick the better of two ticker entries sharing a CIK. SEC's
  * `company_tickers.json` lists every class, preferred-share, and debt-security

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

@@ -1 +1 @@
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package/dist/services/edgar/types.d.ts

@@ -42,14 +42,31 @@ export interface SubmissionsResponse {
     stateOfIncorporation?: string;
     tickers: string[];
 }
-/** Parallel arrays from the submissions API recent filings. */
+/**
+ * Parallel arrays from the submissions API filings — both the inline `recent`
+ * window and the older archive pages (`filings.files[].name`, e.g.
+ * `CIK0000320193-submissions-001.json`). An archive page is a flat parallel-array
+ * object at the JSON root, field-compatible with `recent` plus the extra columns
+ * below (present on archive pages, absent from `recent`). Only the first six arrays
+ * are consumed; the rest document the real archive-page shape.
+ */
 export interface FilingsRecent {
+    acceptanceDateTime?: string[];
     accessionNumber: string[];
+    act?: string[];
+    core_type?: string[];
+    fileNumber?: string[];
     filingDate: string[];
+    filmNumber?: string[];
     form: string[];
+    isInlineXBRL?: number[];
+    isXBRL?: number[];
+    isXBRLNumeric?: number[];
+    items?: string[];
     primaryDocDescription: string[];
     primaryDocument: string[];
     reportDate: string[];
+    size?: number[];
 }
 /** EFTS full-text search response. */
 export interface EftsResponse {

package/dist/services/edgar/types.d.ts.map

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

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.12.2",
+  "version": "0.12.3",
   "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

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.12.2",
+  "version": "0.12.3",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.12.2",
+      "version": "0.12.3",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.12.2",
+      "version": "0.12.3",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",