@cyanheads/secedgar-mcp-server 0.12.3 → 0.12.4

package/README.md

@@ -34,7 +34,7 @@ Eight tools for querying SEC EDGAR data, plus three for SQL analytics over the D
 | Tool | Description |
 |:---|:---|
 | `secedgar_company_search` | Find companies and retrieve entity info with optional recent filings |
-| `secedgar_search_filings` | Full-text search across all EDGAR filing documents since 1993 |
+| `secedgar_search_filings` | Search EDGAR filings since 1993 — full-text (2001+) plus archive-backed browse for pre-2001 ranges |
 | `secedgar_get_filing` | Fetch a specific filing's metadata and document content |
 | `secedgar_get_financials` | Get historical XBRL financial data for a company |
 | `secedgar_get_insider_transactions` | Form 3/4/5 insider transactions (buys, sells, grants, exercises) parsed from ownership XML |
@@ -61,11 +61,12 @@ Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to enti
 
 ### `secedgar_search_filings`
 
-Full-text search across all EDGAR filing documents since 1993.
+Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges are served from the archives — pre-2001 full-text matching requires entity scope.
 
 - 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
+- Pre-2001 date ranges (back to 1993) route to the archives: an entity-scoped range reads the filer's full submissions history; an unscoped forms/date range browses the quarterly full-index. A range straddling 2001-01-01 is rejected with a split instruction, and pre-2001 full-text (no entity scope) is unsupported. Each row carries a `source` field (`efts` / `submissions` / `full-index`), preserved into the `df_<id>` dataframe
 - 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/index.js

@@ -50,7 +50,7 @@ await createApp({
     ],
     resources: [conceptsResource, filingTypesResource],
     prompts: [companyAnalysisPrompt],
-    instructions: 'Use the secedgar_* tools to query SEC EDGAR — US public-company filings since 1993 plus historical XBRL financials. Resolve companies with secedgar_company_search (accepts ticker, name, or CIK), fetch document text with secedgar_get_filing by accession number, and run full-text search across all filings with secedgar_search_filings (supports boolean operators and inline ticker:AAPL / cik:320193 targeting). For financials, secedgar_get_financials and secedgar_fetch_frames accept friendly names like "revenue" or "eps_diluted" (discover them with secedgar_search_concepts) or raw XBRL tags. Data-returning tools also materialize their full upstream response as a df_<id> handle for downstream SQL via secedgar_dataframe_query — list dataframes with secedgar_dataframe_describe.',
+    instructions: 'Use the secedgar_* tools to query SEC EDGAR — US public-company filings since 1993 plus historical XBRL financials. Resolve companies with secedgar_company_search (accepts ticker, name, or CIK), fetch document text with secedgar_get_filing by accession number, and search filings with secedgar_search_filings (full-text covers 2001-present; pre-2001 date ranges browse the archives by form and entity/date, so pre-2001 full-text matching requires ticker:/cik: entity scope; supports boolean operators and inline ticker:AAPL / cik:320193 targeting). For financials, secedgar_get_financials and secedgar_fetch_frames accept friendly names like "revenue" or "eps_diluted" (discover them with secedgar_search_concepts) or raw XBRL tags. Data-returning tools also materialize their full upstream response as a df_<id> handle for downstream SQL via secedgar_dataframe_query — list dataframes with secedgar_dataframe_describe.',
     async setup(core) {
         initEdgarApiService();
         initCanvasBridge(core.canvas);

package/dist/index.js.map

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

@@ -1,5 +1,7 @@
 /**
- * @fileoverview Full-text search across all EDGAR filing documents since 1993.
+ * @fileoverview Search EDGAR filings since 1993 — EFTS full-text for 2001-present,
+ * archive-backed browse (submissions history + quarterly full-index) for pre-2001
+ * date ranges.
  * @module mcp-server/tools/definitions/search-filings
  */
 import { z } from '@cyanheads/mcp-ts-core';
@@ -30,6 +32,11 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
         file_description: z.ZodOptional<z.ZodString>;
         sic: z.ZodOptional<z.ZodString>;
         location: z.ZodOptional<z.ZodString>;
+        source: z.ZodOptional<z.ZodEnum<{
+            efts: "efts";
+            submissions: "submissions";
+            "full-index": "full-index";
+        }>>;
     }, z.core.$strip>>;
     form_distribution: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodNumber>>;
     dataset: z.ZodOptional<z.ZodObject<{
@@ -58,6 +65,21 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
     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 reason: "straddling_date_range";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The date range crosses 2001-01-01, spanning both the EFTS full-text era and the pre-2001 archives";
+    readonly recovery: "Split at 2001-01-01: run one search for the ≥2001 side and another for the <2001 side, then combine the results.";
+}, {
+    readonly reason: "pre2001_full_text_unscoped";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "A pre-2001 date range carries free-text terms with no entity scope — no pre-2001 full-text index exists";
+    readonly recovery: "Add ticker: or cik: entity scope to the query, or drop the text terms to browse pre-2001 filings by form and date.";
+}, {
+    readonly reason: "pre2001_full_text_scoped";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "A pre-2001 date range carries free-text terms alongside entity scope — local document matching is not yet supported";
+    readonly recovery: "Drop the text terms to browse this entity's pre-2001 filings by form and 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;;;;;GAKG;AAEH,OAAO,EAAsB,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAC/D,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;AAoblF,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAwf5B,CAAC"}

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

@@ -1,11 +1,33 @@
 /**
- * @fileoverview Full-text search across all EDGAR filing documents since 1993.
+ * @fileoverview Search EDGAR filings since 1993 — EFTS full-text for 2001-present,
+ * archive-backed browse (submissions history + quarterly full-index) for pre-2001
+ * date ranges.
  * @module mcp-server/tools/definitions/search-filings
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 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';
+import { getEdgarApiService, quartersInRange, selectArchivePages, } from '../../../services/edgar/edgar-api-service.js';
+/**
+ * The EFTS full-text index only covers filings from this date onward, even
+ * though the archives reach 1993. A date range entirely before this floor is
+ * routed to the archive-backed paths; a range straddling it is rejected (#77).
+ */
+const EFTS_FULLTEXT_FLOOR = '2001-01-01';
+/**
+ * Cap on submissions archive pages fetched in one call (pre-2001 entity-scoped
+ * arm) — bounds latency and the rate-limited request budget. Mirrors the same
+ * constant in company-search.tool.ts. Pre-2001 pages are a filer's oldest, so
+ * the cap rarely binds; when it does, `dataset.truncated` discloses it.
+ */
+const ARCHIVE_PAGE_SCAN_CAP = 10;
+/**
+ * Cap on quarterly full-index files fetched in one unscoped pre-2001 browse.
+ * Each `master.idx` is a multi-MB whole-quarter download and is not
+ * form-filterable server-side, so this arm is the heaviest — the cap bounds it
+ * hard, and `dataset.truncated` discloses when older quarters went unscanned.
+ */
+const FULL_INDEX_QUARTER_SCAN_CAP = 8;
 function eftsHitToRow(hit) {
     const displayName = hit._source.display_names?.[0] || '';
     return {
@@ -19,8 +41,47 @@ function eftsHitToRow(hit) {
         file_description: hit._source.file_description ?? null,
         sic: hit._source.sics?.[0] ?? null,
         location: hit._source.biz_locations?.[0] ?? null,
+        source: 'efts',
+    };
+}
+/** Map a fully-keyed {@link SearchRow} to an inline output row (nulls → omitted optionals). */
+function toInlineResult(row) {
+    return {
+        accession_number: row.accession_number,
+        ...(row.form != null && { form: row.form }),
+        filing_date: row.filing_date,
+        ...(row.period_ending != null && { period_ending: row.period_ending }),
+        company_name: row.company_name,
+        cik: row.cik ?? '',
+        ...(row.ticker != null && { ticker: row.ticker }),
+        ...(row.file_description != null && { file_description: row.file_description }),
+        ...(row.sic != null && { sic: row.sic }),
+        ...(row.location != null && { location: row.location }),
+        source: row.source,
     };
 }
+/**
+ * True when a filing's form matches a requested form, counting amendments
+ * (requested "10-K" matches "10-K" and "10-K/A"), mirroring EFTS forms
+ * semantics so the archive-backed arms honor the same forms contract as the
+ * post-2001 full-text path.
+ */
+function formMatches(filingForm, requestedForms) {
+    const f = filingForm.toUpperCase();
+    return requestedForms.some((req) => {
+        const r = req.toUpperCase();
+        return f === r || f.startsWith(`${r}/`);
+    });
+}
+/** Count filings by form, dropping the field when nothing carried a form. */
+function buildFormDistribution(forms) {
+    const dist = {};
+    for (const form of forms) {
+        if (form)
+            dist[form] = (dist[form] ?? 0) + 1;
+    }
+    return Object.keys(dist).length > 0 ? dist : undefined;
+}
 /**
  * EDGAR's `display_names[0]` embeds the ticker(s) and CIK in trailing parentheticals
  * (e.g., "Apple Inc.  (AAPL)  (CIK 0000320193)"). Strip them so consumers see a clean
@@ -84,8 +145,183 @@ async function resolveEntityTargeting(query, ctx) {
     }
     return { query };
 }
+/**
+ * Shared tail for the archive-backed arms: sort the fully-matched rows, slice
+ * the inline window, recompute the form distribution, register the full set to
+ * the canvas (source-tagged), and emit the query echo / boundary notices.
+ * `scanTruncated` (a scan cap bound before the range was exhausted) drives both
+ * `total_is_exact` and the dataframe `truncated` flag.
+ */
+async function finishArchiveResult(ctx, args) {
+    // Full-index and submissions have no relevance score, so relevance collapses
+    // to date-descending; only an explicit ascending request reorders.
+    const sorted = [...args.matched].sort((a, b) => args.sort === 'filing_date_asc'
+        ? a.filing_date.localeCompare(b.filing_date)
+        : b.filing_date.localeCompare(a.filing_date));
+    const total = sorted.length;
+    const totalIsExact = !args.scanTruncated;
+    const sliced = sorted.slice(args.offset, args.offset + args.limit);
+    const results = sliced.map(toInlineResult);
+    const formDistribution = buildFormDistribution(sorted.map((row) => row.form));
+    let dataset;
+    const bridge = getCanvasBridge();
+    if (bridge && sorted.length > args.limit) {
+        const registered = await bridge.registerDataframe(ctx, {
+            rows: sorted,
+            sourceTool: 'secedgar_search_filings',
+            queryParams: args.queryParams,
+            truncated: args.scanTruncated,
+        });
+        if (registered)
+            dataset = { ...toDatasetField(registered), truncated: args.scanTruncated };
+    }
+    ctx.enrich.echo(args.effectiveQuery);
+    if (total === 0) {
+        ctx.enrich.notice(`No filings matched ${args.zeroHitCriteria}. ${args.coverageNote}`);
+    }
+    else if (results.length === 0 && args.offset >= sorted.length) {
+        ctx.enrich.notice(`Offset (${args.offset}) exceeds the ${sorted.length} matched filings. ${total} filings matched — lower the offset or query the full set via secedgar_dataframe_query.`);
+    }
+    else if (total > results.length) {
+        ctx.enrich.truncated({
+            shown: results.length,
+            cap: args.limit,
+            guidance: args.scanTruncated
+                ? `${args.coverageNote} The scan hit its cap before exhausting the range — older filings may exist beyond the scanned window. Narrow the range, or query the dataframe.`
+                : `${args.coverageNote} Query the full matched set via secedgar_dataframe_query, or page with offset.`,
+        });
+    }
+    return {
+        total,
+        total_is_exact: totalIsExact,
+        results,
+        form_distribution: formDistribution,
+        dataset,
+    };
+}
+/**
+ * Pre-2001 entity-scoped arm: resolve the CIK's full submissions history (the
+ * `recent` window plus the `filings.files[]` archive pages reused from #78) and
+ * filter by form + date. Reuses `getSubmissions`/`selectArchivePages`/
+ * `fetchArchivePage` as-is. Rows are tagged `source: 'submissions'`; the
+ * EFTS-only fields (period_ending, ticker, file_description, sic, location) are
+ * left null for a uniform archive-row shape.
+ */
+async function serveSubmissionsArchive(ctx, args) {
+    const api = getEdgarApiService();
+    const submissions = await api.getSubmissions(args.entityCik);
+    const companyName = submissions.name;
+    const forms = args.forms?.length ? args.forms : undefined;
+    const rows = [];
+    const pushBlock = (block) => {
+        for (let i = 0; i < block.accessionNumber.length; i++) {
+            const form = block.form[i] ?? '';
+            const filingDate = block.filingDate[i] ?? '';
+            if (filingDate < args.startDate || filingDate > args.endDate)
+                continue;
+            if (forms && !formMatches(form, forms))
+                continue;
+            rows.push({
+                accession_number: block.accessionNumber[i] ?? '',
+                form: form || null,
+                filing_date: filingDate,
+                period_ending: null,
+                company_name: companyName,
+                cik: args.entityCik,
+                ticker: null,
+                file_description: null,
+                sic: null,
+                location: null,
+                source: 'submissions',
+            });
+        }
+    };
+    pushBlock(submissions.filings.recent);
+    // Older filings live in the archive pages covering the requested pre-2001 range.
+    const pages = selectArchivePages(submissions.filings.files, args.startDate, args.endDate);
+    const pageLimit = Math.min(pages.length, ARCHIVE_PAGE_SCAN_CAP);
+    const scanTruncated = pages.length > pageLimit;
+    for (let i = 0; i < pageLimit; i++) {
+        const page = pages[i];
+        if (!page)
+            break;
+        pushBlock(await api.fetchArchivePage(page.name));
+    }
+    const formsNote = forms ? `, forms ${forms.join(', ')}` : '';
+    return finishArchiveResult(ctx, {
+        matched: rows,
+        sort: args.sort,
+        limit: args.limit,
+        offset: args.offset,
+        scanTruncated,
+        queryParams: {
+            entity_cik: args.entityCik,
+            forms: args.forms,
+            start_date: args.startDate,
+            end_date: args.endDate,
+            source: 'submissions',
+        },
+        effectiveQuery: `(pre-2001 archive: CIK ${args.entityCik}${formsNote}, ${args.startDate} to ${args.endDate})`,
+        coverageNote: 'Served from the entity submissions history — full-text search covers 2001-present only.',
+        zeroHitCriteria: `CIK ${args.entityCik}${forms ? `, forms [${forms.join(', ')}]` : ''}, dates ${args.startDate} to ${args.endDate}`,
+    });
+}
+/**
+ * Pre-2001 unscoped browse arm: fetch the quarterly full-index (`master.idx`)
+ * files spanning the range and filter by form + date client-side (the index is
+ * not form-filterable server-side). Bounded by FULL_INDEX_QUARTER_SCAN_CAP —
+ * the heaviest arm. Rows are tagged `source: 'full-index'`.
+ */
+async function serveFullIndexBrowse(ctx, args) {
+    const api = getEdgarApiService();
+    const quarters = quartersInRange(args.startDate, args.endDate);
+    const quarterLimit = Math.min(quarters.length, FULL_INDEX_QUARTER_SCAN_CAP);
+    const scanTruncated = quarters.length > quarterLimit;
+    const rows = [];
+    for (let i = 0; i < quarterLimit; i++) {
+        const quarter = quarters[i];
+        if (!quarter)
+            break;
+        const entries = await api.fetchFullIndexQuarter(quarter.year, quarter.quarter);
+        for (const entry of entries) {
+            if (entry.filingDate < args.startDate || entry.filingDate > args.endDate)
+                continue;
+            if (!formMatches(entry.form, args.forms))
+                continue;
+            rows.push({
+                accession_number: entry.accessionNumber,
+                form: entry.form || null,
+                filing_date: entry.filingDate,
+                period_ending: null,
+                company_name: entry.companyName,
+                cik: entry.cik,
+                ticker: null,
+                file_description: null,
+                sic: null,
+                location: null,
+                source: 'full-index',
+            });
+        }
+    }
+    return finishArchiveResult(ctx, {
+        matched: rows,
+        sort: args.sort,
+        limit: args.limit,
+        offset: args.offset,
+        scanTruncated,
+        queryParams: {
+            forms: args.forms,
+            start_date: args.startDate,
+            end_date: args.endDate,
+            source: 'full-index',
+        },
+        effectiveQuery: `(pre-2001 full-index browse: forms ${args.forms.join(', ')}, ${args.startDate} to ${args.endDate})`,
+        coverageNote: 'Served from the quarterly EDGAR full-index — full-text search covers 2001-present only.',
+        zeroHitCriteria: `forms [${args.forms.join(', ')}], dates ${args.startDate} to ${args.endDate}`,
+    });
+}
 export const searchFilingsTool = tool('secedgar_search_filings', {
-    description: 'Search the full-text index of EDGAR filings since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).',
+    description: 'Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS index floor); pre-2001 date ranges (to 1993) are served from the archives by form and entity/date — pre-2001 full-text matching requires entity scope (ticker:/cik:). Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     // Agent-facing context for the success path — the query as EDGAR executed it and
     // an optional notice for empty results. Populated via ctx.enrich so it reaches
@@ -127,6 +363,24 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             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.',
         },
+        {
+            reason: 'straddling_date_range',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The date range crosses 2001-01-01, spanning both the EFTS full-text era and the pre-2001 archives',
+            recovery: 'Split at 2001-01-01: run one search for the ≥2001 side and another for the <2001 side, then combine the results.',
+        },
+        {
+            reason: 'pre2001_full_text_unscoped',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'A pre-2001 date range carries free-text terms with no entity scope — no pre-2001 full-text index exists',
+            recovery: 'Add ticker: or cik: entity scope to the query, or drop the text terms to browse pre-2001 filings by form and date.',
+        },
+        {
+            reason: 'pre2001_full_text_scoped',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'A pre-2001 date range carries free-text terms alongside entity scope — local document matching is not yet supported',
+            recovery: "Drop the text terms to browse this entity's pre-2001 filings by form and date.",
+        },
     ],
     input: z.object({
         query: z
@@ -139,7 +393,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
                 .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.'),
+            .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. Full-text terms match only filings from 2001 onward (the EFTS index floor); for a pre-2001 date range, drop the text terms (browse by form/date) or add ticker:/cik: entity scope. 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()
@@ -175,13 +429,15 @@ 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. 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.'),
+            .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. Pre-2001 archive results carry no relevance score either, so relevance collapses to date-descending there.'),
     }),
     output: z.object({
         total: z
             .number()
-            .describe("Total matching filings (capped at 10,000). Entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so this is the entity's exact match count up to the cap."),
-        total_is_exact: z.boolean().describe('False only when total hits the 10,000 cap.'),
+            .describe("Total matching filings. On the full-text (2001+) path this is capped at 10,000; entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so it is the entity's exact match count up to the cap. On a pre-2001 archive path it is the exact count within the scanned window (see total_is_exact)."),
+        total_is_exact: z
+            .boolean()
+            .describe('False when total is a lower bound — the full-text path hit its 10,000 cap, or a pre-2001 archive scan hit its page/quarter cap before exhausting the range.'),
         results: z
             .array(z
             .object({
@@ -196,7 +452,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             period_ending: z
                 .string()
                 .optional()
-                .describe('Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports).'),
+                .describe('Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports) and for all pre-2001 archive-sourced rows (source submissions/full-index), which carry no period field.'),
             company_name: z
                 .string()
                 .describe('Filing entity, with ticker/CIK parentheticals stripped.'),
@@ -204,21 +460,25 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             ticker: z
                 .string()
                 .optional()
-                .describe('Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, and filings whose display name omits the ticker parenthetical. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed.'),
+                .describe('Primary ticker symbol parsed from the EFTS display name. Absent for private filers, foreign filers without a US listing, filings whose display name omits the ticker parenthetical, and all pre-2001 archive-sourced rows. For multi-class issuers (e.g., BRK-A / BRK-B), this is the first class listed.'),
             file_description: z
                 .string()
                 .optional()
-                .describe('SEC-provided description of the matching document (e.g., "EX-99.1"). Absent when SEC published none.'),
+                .describe('SEC-provided description of the matching document (e.g., "EX-99.1"). Absent when SEC published none, and for pre-2001 archive-sourced rows.'),
             sic: z
                 .string()
                 .optional()
-                .describe('SIC industry code for the filer. Absent for filers without a classification.'),
+                .describe('SIC industry code for the filer. Absent for filers without a classification, and for pre-2001 archive-sourced rows.'),
             location: z
                 .string()
                 .optional()
-                .describe('Business location (state or country code). Absent when SEC has no location for this filer.'),
+                .describe('Business location (state or country code). Absent when SEC has no location for this filer, and for pre-2001 archive-sourced rows.'),
+            source: z
+                .enum(['efts', 'submissions', 'full-index'])
+                .optional()
+                .describe('Which EDGAR backend served this row: "efts" (2001+ full-text index), "submissions" (a pre-2001 entity-scoped filing history), or "full-index" (a pre-2001 unscoped quarterly index browse). Provenance is carried into the canvas dataframe as a `source` column.'),
         })
-            .describe('One matching filing hit from the full-text search index.'))
+            .describe('One matching filing hit.'))
             .describe('Matching filings.'),
         form_distribution: z
             .record(z.string(), z.number())
@@ -233,10 +493,10 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
             truncated: z
                 .boolean()
-                .describe('True when EFTS reported more text matches than the window we already fetched — additional rows exist beyond the dataframe. Page further with `offset` for the inline view; the canvas dataframe is bounded by the single response window.'),
+                .describe('True when more matches exist beyond the materialized set — the full-text window was exceeded, or a pre-2001 archive scan hit its cap. Each row carries a `source` column so provenance survives into secedgar_dataframe_query.'),
         })
             .optional()
-            .describe('Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-scoped server-side via the ciks param when ticker:/cik: was used) — query with secedgar_dataframe_query SQL.'),
+            .describe('Canvas dataframe holding the fetched hits (full-text window, or the full pre-2001 archive match set), each tagged with its `source`. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. Query with secedgar_dataframe_query SQL.'),
     }),
     async handler(input, ctx) {
         // Validate date range: both or neither
@@ -255,6 +515,48 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         // server-side ciks param. Throws typed validation errors on bad tokens (#61).
         // Default to '' so a browse request (undefined query) resolves cleanly.
         const { query, entityCik } = await resolveEntityTargeting(input.query ?? '', ctx);
+        const api = getEdgarApiService();
+        // Date-based routing at the EFTS full-text floor (2001-01-01). EFTS only
+        // indexes filings from 2001; a range entirely before it is served from the
+        // archives, a range crossing it is rejected with a split instruction (#77).
+        const startDate = input.start_date || undefined;
+        const endDate = input.end_date || undefined;
+        if (startDate && endDate && endDate < EFTS_FULLTEXT_FLOOR) {
+            const hasFreeText = query.trim().length > 0;
+            if (hasFreeText) {
+                // No pre-2001 full-text index exists. Reject honestly rather than silently
+                // dropping the text terms; bounded local matching is a deferred follow-up.
+                if (entityCik) {
+                    throw ctx.fail('pre2001_full_text_scoped', "Full-text matching of pre-2001 filings is not yet supported. Drop the text terms to browse this entity's pre-2001 filings by form and date.", { ...ctx.recoveryFor('pre2001_full_text_scoped') });
+                }
+                throw ctx.fail('pre2001_full_text_unscoped', 'Full-text search is unavailable before 2001 (the EFTS index starts at 2001-01-01). For pre-2001 filings, add ticker:/cik: entity scope, or drop the text terms to browse by form and date.', { ...ctx.recoveryFor('pre2001_full_text_unscoped') });
+            }
+            if (entityCik) {
+                return await serveSubmissionsArchive(ctx, {
+                    entityCik,
+                    forms: input.forms,
+                    startDate,
+                    endDate,
+                    sort: input.sort,
+                    limit: input.limit,
+                    offset: input.offset,
+                });
+            }
+            // Unscoped + no free text → forms are guaranteed present by the missing_criteria guard.
+            return await serveFullIndexBrowse(ctx, {
+                forms: input.forms ?? [],
+                startDate,
+                endDate,
+                sort: input.sort,
+                limit: input.limit,
+                offset: input.offset,
+            });
+        }
+        if (startDate && endDate && startDate < EFTS_FULLTEXT_FLOOR) {
+            // endDate ≥ 2001 (handled above) but startDate < 2001 → straddling. Reject
+            // with a split instruction; merged straddling output is a deferred follow-up.
+            throw ctx.fail('straddling_date_range', `The date range ${startDate}..${endDate} crosses 2001-01-01. Full-text search covers 2001-present; pre-2001 filings are served from the archives. Search the two eras separately: ${EFTS_FULLTEXT_FLOOR} onward, and before ${EFTS_FULLTEXT_FLOOR}.`, { ...ctx.recoveryFor('straddling_date_range') });
+        }
         // 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
@@ -262,7 +564,6 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         const wideFetch = entityCik !== undefined || input.sort !== 'relevance';
         const fetchFrom = wideFetch ? 0 : input.offset;
         const fetchSize = wideFetch ? 100 : input.limit;
-        const api = getEdgarApiService();
         const response = await api.searchFilings({
             query,
             forms: input.forms,
@@ -302,6 +603,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
                 file_description: hit._source.file_description ?? undefined,
                 sic: hit._source.sics?.[0] ?? undefined,
                 location: hit._source.biz_locations?.[0] ?? undefined,
+                source: 'efts',
             };
         });
         // Form distribution must reflect the same set as `total`.
@@ -310,14 +612,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         // case, recompute from the post-filter `hits` to keep the counts consistent.
         let formDistribution;
         if (entityCik || input.forms?.length) {
-            const dist = {};
-            for (const hit of hits) {
-                const form = hit._source.form;
-                if (form)
-                    dist[form] = (dist[form] ?? 0) + 1;
-            }
-            if (Object.keys(dist).length > 0)
-                formDistribution = dist;
+            formDistribution = buildFormDistribution(hits.map((hit) => hit._source.form));
         }
         else if (response.aggregations?.form_filter?.buckets) {
             formDistribution = {};
@@ -346,6 +641,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
                     start_date: input.start_date,
                     end_date: input.end_date,
                     entity_cik: entityCik,
+                    source: 'efts',
                 },
                 truncated,
             });
@@ -403,15 +699,21 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         };
     },
     format: (result) => {
-        const exactness = result.total_is_exact ? 'exact' : 'capped at 10,000';
+        const source = result.results[0]?.source;
+        const exactness = result.total_is_exact
+            ? 'exact'
+            : source === 'submissions' || source === 'full-index'
+                ? 'partial — scan cap reached, more may exist'
+                : 'capped at 10,000';
         const lines = [`Found ${result.total} filings (${exactness})`];
         for (const r of result.results) {
             const period = r.period_ending ? ` (period: ${r.period_ending})` : '';
             const desc = r.file_description ? ` — ${r.file_description}` : '';
             const sic = r.sic ? ` | SIC ${r.sic}` : '';
             const loc = r.location ? ` | ${r.location}` : '';
+            const src = r.source ? ` | source: ${r.source}` : '';
             const ident = r.ticker ? `${r.ticker}, CIK ${r.cik}` : `CIK ${r.cik}`;
-            lines.push(`- ${r.form ?? 'N/A'} ${r.filing_date}${period} — ${r.company_name} (${ident})${sic}${loc}${desc} [${r.accession_number}]`);
+            lines.push(`- ${r.form ?? 'N/A'} ${r.filing_date}${period} — ${r.company_name} (${ident})${sic}${loc}${desc}${src} [${r.accession_number}]`);
         }
         if (result.form_distribution) {
             const dist = Object.entries(result.form_distribution)
@@ -421,7 +723,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         }
         if (result.dataset) {
             const truncatedNote = result.dataset.truncated
-                ? ' (truncated — more matches exist beyond the EFTS window)'
+                ? ' (truncated — more matches exist beyond the materialized set)'
                 : '';
             lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at})${truncatedNote} — query with secedgar_dataframe_query.`);
         }

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

@@ -1 +1 @@
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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, FilingsRecent, FramesResponse, SubmissionsResponse } from './types.js';
+import type { CikMatch, CompanyConceptResponse, EftsResponse, FilingIndex, FilingsRecent, FramesResponse, FullIndexEntry, SubmissionsResponse } from './types.js';
 /** A candidate suggestion from the trigram scan on no-result name search. */
 export interface CompanySuggestion {
     cik: string;
@@ -38,6 +38,8 @@ declare class EdgarApiService {
     private submissionsCache;
     /** Per-page submissions archive cache, keyed by page name (TTL = EDGAR_TICKER_CACHE_TTL). */
     private archivePageCache;
+    /** Per-quarter full-index cache, keyed by `${year}Q${quarter}` (TTL = EDGAR_TICKER_CACHE_TTL). */
+    private fullIndexCache;
     constructor();
     /** Fetch and parse JSON, throwing on non-OK responses. */
     fetchJson<T>(url: string): Promise<T>;
@@ -88,6 +90,16 @@ declare class EdgarApiService {
      * TTL (pages are large and effectively immutable once archived).
      */
     fetchArchivePage(name: string): Promise<FilingsRecent>;
+    /**
+     * Fetch and parse a quarterly EDGAR full-index (`master.idx`) — the
+     * pipe-delimited manifest of every filing accepted that quarter, available
+     * back to 1993 QTR1. This is the pre-2001 unscoped browse source: EFTS
+     * full-text only reaches 2001, but the quarterly indexes reach 1993. The file
+     * is not form-filterable server-side (a whole-quarter download), so callers
+     * bound how many quarters they scan and filter client-side (#77). Cached per
+     * quarter within the ticker-cache TTL — an archived quarter is immutable.
+     */
+    fetchFullIndexQuarter(year: number, quarter: number): Promise<FullIndexEntry[]>;
     /** True when a cache entry loaded at `at` is still within the ticker-cache TTL. */
     private isFresh;
     searchFilings(params: {
@@ -216,6 +228,27 @@ declare class EdgarApiService {
  * 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'];
+/**
+ * Parse a quarterly EDGAR `master.idx` into filing rows. The file is a short
+ * metadata preamble, then a `CIK|Company Name|Form Type|Date Filed|Filename`
+ * header, a dashed separator line, then one pipe-delimited row per filing. Data
+ * parsing begins after the separator; malformed rows (wrong field count,
+ * non-numeric CIK) are skipped. The accession number is the filename basename
+ * with the `.txt` suffix removed (`edgar/data/320193/0000320193-97-000010.txt`
+ * → `0000320193-97-000010`). Exported for direct unit testing.
+ */
+export declare function parseMasterIndex(text: string): FullIndexEntry[];
+/**
+ * Enumerate the calendar quarters overlapping the inclusive [startDate, endDate]
+ * range (both YYYY-MM-DD), returned NEWEST-first to mirror `selectArchivePages`
+ * — a capped scan then keeps the most recent quarters, consistent with the
+ * default filing-date-descending sort. Routes search_filings' pre-2001
+ * full-index browse to the `master.idx` files it must fetch (#77).
+ */
+export declare function quartersInRange(startDate: string, endDate: string): Array<{
+    year: number;
+    quarter: number;
+}>;
 /**
  * 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

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

@@ -97,6 +97,8 @@ class EdgarApiService {
     submissionsCache = new Map();
     /** Per-page submissions archive cache, keyed by page name (TTL = EDGAR_TICKER_CACHE_TTL). */
     archivePageCache = new Map();
+    /** Per-quarter full-index cache, keyed by `${year}Q${quarter}` (TTL = EDGAR_TICKER_CACHE_TTL). */
+    fullIndexCache = new Map();
     constructor() {
         const config = getServerConfig();
         this.minIntervalMs = Math.ceil(1000 / config.rateLimitRps);
@@ -266,6 +268,25 @@ class EdgarApiService {
         this.archivePageCache.set(name, { at: Date.now(), data });
         return data;
     }
+    /**
+     * Fetch and parse a quarterly EDGAR full-index (`master.idx`) — the
+     * pipe-delimited manifest of every filing accepted that quarter, available
+     * back to 1993 QTR1. This is the pre-2001 unscoped browse source: EFTS
+     * full-text only reaches 2001, but the quarterly indexes reach 1993. The file
+     * is not form-filterable server-side (a whole-quarter download), so callers
+     * bound how many quarters they scan and filter client-side (#77). Cached per
+     * quarter within the ticker-cache TTL — an archived quarter is immutable.
+     */
+    async fetchFullIndexQuarter(year, quarter) {
+        const key = `${year}Q${quarter}`;
+        const cached = this.fullIndexCache.get(key);
+        if (cached && this.isFresh(cached.at))
+            return cached.data;
+        const text = await this.fetchText(`https://www.sec.gov/Archives/edgar/full-index/${year}/QTR${quarter}/master.idx`);
+        const data = parseMasterIndex(text);
+        this.fullIndexCache.set(key, { 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;
@@ -652,6 +673,64 @@ export function selectArchivePages(files, filedAfter, filedBefore) {
     })
         .sort((a, b) => b.filingTo.localeCompare(a.filingTo));
 }
+/**
+ * Parse a quarterly EDGAR `master.idx` into filing rows. The file is a short
+ * metadata preamble, then a `CIK|Company Name|Form Type|Date Filed|Filename`
+ * header, a dashed separator line, then one pipe-delimited row per filing. Data
+ * parsing begins after the separator; malformed rows (wrong field count,
+ * non-numeric CIK) are skipped. The accession number is the filename basename
+ * with the `.txt` suffix removed (`edgar/data/320193/0000320193-97-000010.txt`
+ * → `0000320193-97-000010`). Exported for direct unit testing.
+ */
+export function parseMasterIndex(text) {
+    const entries = [];
+    let inData = false;
+    for (const line of text.split(/\r?\n/)) {
+        if (!inData) {
+            // The dashed separator line marks the boundary between preamble and data.
+            if (line.startsWith('----'))
+                inData = true;
+            continue;
+        }
+        const parts = line.split('|');
+        if (parts.length !== 5)
+            continue;
+        const [cik, companyName, form, filingDate, filename] = parts;
+        if (!cik || !/^\d+$/.test(cik) || !filename)
+            continue;
+        const base = filename.slice(filename.lastIndexOf('/') + 1).replace(/\.txt$/i, '');
+        entries.push({
+            cik: cik.padStart(10, '0'),
+            companyName: companyName ?? '',
+            form: form ?? '',
+            filingDate: filingDate ?? '',
+            accessionNumber: base,
+        });
+    }
+    return entries;
+}
+/**
+ * Enumerate the calendar quarters overlapping the inclusive [startDate, endDate]
+ * range (both YYYY-MM-DD), returned NEWEST-first to mirror `selectArchivePages`
+ * — a capped scan then keeps the most recent quarters, consistent with the
+ * default filing-date-descending sort. Routes search_filings' pre-2001
+ * full-index browse to the `master.idx` files it must fetch (#77).
+ */
+export function quartersInRange(startDate, endDate) {
+    const quarterOf = (date) => Math.floor((Number(date.slice(5, 7)) - 1) / 3) + 1;
+    const startYear = Number(startDate.slice(0, 4));
+    const endYear = Number(endDate.slice(0, 4));
+    const startQuarter = quarterOf(startDate);
+    const endQuarter = quarterOf(endDate);
+    const quarters = [];
+    for (let year = endYear; year >= startYear; year--) {
+        const hi = year === endYear ? endQuarter : 4;
+        const lo = year === startYear ? startQuarter : 1;
+        for (let quarter = hi; quarter >= lo; quarter--)
+            quarters.push({ year, quarter });
+    }
+    return quarters;
+}
 /**
  * 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

@@ -68,6 +68,30 @@ export interface FilingsRecent {
     reportDate: string[];
     size?: number[];
 }
+/**
+ * Provenance of a `secedgar_search_filings` result row — which EDGAR backend
+ * served it. `efts` is the full-text index (2001-present); `submissions` and
+ * `full-index` are the pre-2001 archive paths (#77).
+ */
+export type FilingSource = 'efts' | 'submissions' | 'full-index';
+/**
+ * One filing row parsed from a quarterly EDGAR full-index `master.idx`
+ * (`edgar/full-index/{year}/QTR{n}/master.idx`) — the pipe-delimited
+ * `CIK|Company Name|Form Type|Date Filed|Filename` manifest of every filing
+ * accepted that quarter, available back to 1993 QTR1. This is the pre-2001
+ * unscoped browse source: the EFTS full-text index only reaches 2001, but the
+ * quarterly indexes reach 1993.
+ */
+export interface FullIndexEntry {
+    /** Dashed accession number, derived from the manifest filename. */
+    accessionNumber: string;
+    /** Zero-padded 10-digit CIK. */
+    cik: string;
+    companyName: string;
+    /** Filing date, YYYY-MM-DD. */
+    filingDate: string;
+    form: string;
+}
 /** EFTS full-text search response. */
 export interface EftsResponse {
     aggregations?: {

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": "0.12.3",
+  "version": "0.12.4",
   "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": "0.12.3",
+  "version": "0.12.4",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.12.3",
+      "version": "0.12.4",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.12.3",
+      "version": "0.12.4",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",