npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.12.4 → 0.12.5 - Mend

@cyanheads/secedgar-mcp-server 0.12.4 → 0.12.5

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (36) hide show

package/Dockerfile CHANGED Viewed

@@ -62,7 +62,7 @@ COPY --from=build /usr/src/app/node_modules ./node_modules
 ARG OTEL_ENABLED=true
 RUN --mount=type=cache,target=/root/.bun/install/cache \
     if [ "$OTEL_ENABLED" = "true" ]; then \
-      bun add @hono/otel \
+      bun add --omit=dev --ignore-scripts @hono/otel \
         @opentelemetry/instrumentation-http \
         @opentelemetry/exporter-metrics-otlp-http \
         @opentelemetry/exporter-trace-otlp-http \

package/LICENSE CHANGED Viewed

@@ -175,7 +175,7 @@
    END OF TERMS AND CONDITIONS
-   Copyright 2026 cyanheads
+   Copyright 2026 Casey Hand @cyanheads
    Licensed under the Apache License, Version 2.0 (the "License");
    you may not use this file except in compliance with the License.

package/README.md CHANGED Viewed

@@ -7,7 +7,7 @@
 <div align="center">
-[![npm](https://img.shields.io/npm/v/@cyanheads/secedgar-mcp-server?style=flat-square&logo=npm&logoColor=white)](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [![License](https://img.shields.io/badge/License-Apache%202.0-orange.svg?style=flat-square)](./LICENSE) [![Docker](https://img.shields.io/badge/Docker-ghcr.io-2496ED?style=flat-square&logo=docker&logoColor=white)](https://github.com/users/cyanheads/packages/container/package/secedgar-mcp-server) [![MCP SDK](https://img.shields.io/badge/MCP%20SDK-^1.29.0-green.svg?style=flat-square)](https://modelcontextprotocol.io/) [![TypeScript](https://img.shields.io/badge/TypeScript-^6.0.3-3178C6.svg?style=flat-square)](https://www.typescriptlang.org/) [![Bun](https://img.shields.io/badge/Bun-v1.3.14-blueviolet.svg?style=flat-square)](https://bun.sh/)
+[![npm](https://img.shields.io/npm/v/@cyanheads/secedgar-mcp-server?style=flat-square&logo=npm&logoColor=white)](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [![License](https://img.shields.io/badge/License-Apache%202.0-orange.svg?style=flat-square)](./LICENSE) [![Docker](https://img.shields.io/badge/Docker-ghcr.io-2496ED?style=flat-square&logo=docker&logoColor=white)](https://github.com/users/cyanheads/packages/container/package/secedgar-mcp-server) [![MCP SDK](https://img.shields.io/badge/MCP%20SDK-^1.29.0-green.svg?style=flat-square)](https://modelcontextprotocol.io/) [![TypeScript](https://img.shields.io/badge/TypeScript-^7.0.2-3178C6.svg?style=flat-square)](https://www.typescriptlang.org/) [![Bun](https://img.shields.io/badge/Bun-v1.3.14-blueviolet.svg?style=flat-square)](https://bun.sh/)
 </div>
@@ -37,7 +37,7 @@ Eight tools for querying SEC EDGAR data, plus three for SQL analytics over the D
 | `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 |
+| `secedgar_get_insider_transactions` | Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML |
 | `secedgar_get_institutional_holdings` | 13F-HR quarterly institutional holdings parsed from the information table |
 | `secedgar_fetch_frames` | Fetch SEC XBRL frames for one concept × one period across all reporting companies |
 | `secedgar_search_concepts` | Discover supported XBRL concept names or reverse-lookup a raw tag |
@@ -102,7 +102,7 @@ Get historical XBRL financial data for a company with friendly concept name reso
 ### `secedgar_get_insider_transactions`
-Surface Form 3/4/5 insider activity for a company by parsing ownership XML.
+Surface Form 4 / 4-A insider activity for a company by parsing ownership XML. Form 3 initial statements and Form 5 annual statements are not covered — reach those with `secedgar_search_filings` (`forms: ["3", "5"]`) plus `secedgar_get_filing`.
 - Reporting person, relationship to issuer (director, officer + title, 10% owner), and transaction date
 - Transaction code mapped to a readable type (purchase, sale, gift, award, exercise, …); shares signed by acquired/disposed
@@ -121,7 +121,8 @@ Surface 13F-HR quarterly institutional holdings by parsing the information table
 - Sub-lines for the same security (one per manager/account) are consolidated into distinct positions sorted by value by default — pass `consolidate: false` for raw filing rows
 - Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter with `quarter` (e.g. `"2025-Q4"`)
 - `total_holdings_in_filing` counts raw info-table rows; `total_positions` counts distinct positions after consolidation (both before `limit`)
-- The full parsed holdings set is materialized as a `df_<id>` dataframe (the inline list is a preview capped at `limit`) — query it with `secedgar_dataframe_query` for full-filing aggregation or cross-quarter joins on `cusip` + `reporting_period`
+- Page through a large information table with `offset` — the response echoes the effective `offset` and returns `next_offset` while rows remain, so every position stays reachable even when the canvas is disabled
+- The full parsed holdings set is materialized as a `df_<id>` dataframe (the inline list is one page of `limit` rows) — query it with `secedgar_dataframe_query` for full-filing aggregation or cross-quarter joins on `cusip` + `reporting_period`
 ---
@@ -131,7 +132,8 @@ Fetch SEC XBRL frames for one concept × one period across all reporting compani
 - Same friendly concept names as `secedgar_get_financials`
 - Supports annual (`CY2023`), quarterly (`CY2024Q2`), and instant (`CY2023Q4I`) periods
-- Inline response returns the top N ranked companies (sort + limit), with ticker enrichment
+- Inline response returns one page of the ranked companies (sort + limit), with ticker enrichment
+- Walk further down the ranking with `offset` — the response echoes the effective `offset` and returns `next_offset` while companies remain, so ranks past the first page stay reachable even when the canvas is disabled
 - The full frames response (all reporters, typically 2k–10k rows) is materialized as a `df_<id>` dataframe — query it with `secedgar_dataframe_query`
 - `related_tags` flags alternate-definition tags some filers use as their primary line (e.g. `cash` → restricted-cash-inclusive total, `equity` → NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately

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

@@ -27,7 +27,7 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
             '**Material Events** — Use `secedgar_search_filings` (or call `secedgar_company_search` with `form_types: ["8-K"]`) to surface recent material events (M&A, leadership changes, earnings surprises).',
         ];
         if (wantsInsider) {
-            steps.push('**Insider Activity** — Use `secedgar_get_insider_transactions` to review Form 3/4/5 buying and selling by officers, directors, and 10% owners.');
+            steps.push('**Insider Activity** — Use `secedgar_get_insider_transactions` to review Form 4 / 4-A transactions by officers, directors, and 10% owners (buys, sells, grants, exercises). It does not cover Form 3 initial statements or Form 5 annual statements — reach those with `secedgar_search_filings` (`forms: ["3", "5"]`) plus `secedgar_get_filing`.');
         }
         if (wantsInstitutional) {
             steps.push("**Institutional Ownership** — Use `secedgar_get_institutional_holdings` for a 13F filer's reported positions (pass the institutional manager, not the issuer — EDGAR has no issuer-to-holder index).");

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

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package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts CHANGED Viewed

@@ -14,15 +14,16 @@ export declare const fetchFramesTool: import("@cyanheads/mcp-ts-core").ToolDefin
     period: z.ZodString;
     unit: z.ZodDefault<z.ZodEnum<{
         USD: "USD";
-        "USD/shares": "USD/shares";
-        shares: "shares";
         "USD-per-shares": "USD-per-shares";
+        "USD/shares": "USD/shares";
         pure: "pure";
+        shares: "shares";
     }>>;
     limit: z.ZodDefault<z.ZodNumber>;
+    offset: z.ZodDefault<z.ZodNumber>;
     sort: z.ZodDefault<z.ZodEnum<{
-        desc: "desc";
         asc: "asc";
+        desc: "desc";
     }>>;
 }, z.core.$strip>, z.ZodObject<{
     concept: z.ZodString;
@@ -30,6 +31,8 @@ export declare const fetchFramesTool: import("@cyanheads/mcp-ts-core").ToolDefin
     unit: z.ZodString;
     label: z.ZodString;
     total_companies: z.ZodNumber;
+    offset: z.ZodNumber;
+    next_offset: z.ZodOptional<z.ZodNumber>;
     data: z.ZodArray<z.ZodObject<{
         rank: z.ZodNumber;
         company_name: z.ZodString;
@@ -72,6 +75,7 @@ export declare const fetchFramesTool: import("@cyanheads/mcp-ts-core").ToolDefin
     readonly when: "Concept resolves but no companies report this metric for the requested period and unit";
     readonly recovery: "Check duration vs instant period, unit, and that the period exists post-CY2009.";
 }], {
+    readonly notice: z.ZodOptional<z.ZodString>;
     readonly truncated: z.ZodOptional<z.ZodBoolean>;
     readonly shown: z.ZodOptional<z.ZodNumber>;
     readonly cap: z.ZodOptional<z.ZodNumber>;

package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/fetch-frames.tool.js CHANGED Viewed

@@ -37,9 +37,13 @@ function fiscalQ4Caveats(period) {
     ];
 }
 export const fetchFramesTool = tool('secedgar_fetch_frames', {
-    description: 'Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns the top N ranked companies; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accepts friendly names like "revenue" or "assets" (discover via secedgar_search_concepts) or raw XBRL tags. One call hits one XBRL tag — when a friendly name maps to multiple same-meaning tags, the response\'s `unqueried_tags` lists the others; call again per tag and UNION/COALESCE in SQL with an analysis-specific priority (e.g. SalesRevenueGoodsNet is goods-only). The response\'s `related_tags` separately flags alternate-DEFINITION tags a meaningful share of filers use as their primary line (e.g. cash incl. restricted cash, equity incl. noncontrolling interest) — a whole-universe screen on the base tag silently omits those filers; query them separately, but do not blindly union (the semantics differ). Response includes `value_distribution` and `period_end_range` to flag XBRL scale-factor anomalies and fiscal-year mixing.',
+    description: 'Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further down the ranking; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accepts friendly names like "revenue" or "assets" (discover via secedgar_search_concepts) or raw XBRL tags. One call hits one XBRL tag — when a friendly name maps to multiple same-meaning tags, the response\'s `unqueried_tags` lists the others; call again per tag and UNION/COALESCE in SQL with an analysis-specific priority (e.g. SalesRevenueGoodsNet is goods-only). The response\'s `related_tags` separately flags alternate-DEFINITION tags a meaningful share of filers use as their primary line (e.g. cash incl. restricted cash, equity incl. noncontrolling interest) — a whole-universe screen on the base tag silently omits those filers; query them separately, but do not blindly union (the semantics differ). Response includes `value_distribution` and `period_end_range` to flag XBRL scale-factor anomalies and fiscal-year mixing.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     enrichment: {
+        notice: z
+            .string()
+            .optional()
+            .describe('Guidance when the requested offset lands past the end of the ranked list.'),
         truncated: z.boolean().optional().describe('True when the inline data[] was capped by limit.'),
         shown: z.number().optional().describe('Number of companies shown inline.'),
         cap: z.number().optional().describe('The limit cap applied.'),
@@ -73,6 +77,12 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             .default('USD')
             .describe('Unit of measure. Use "USD-per-shares" (or equivalently "USD/shares") for EPS, "shares" for share counts, "pure" for ratios. Ignored when concept resolves to a friendly name with a known unit.'),
         limit: z.number().int().min(1).max(100).default(25).describe('Number of companies to return.'),
+        offset: z
+            .number()
+            .int()
+            .min(0)
+            .default(0)
+            .describe('Rank to start the page at, 0-based, over the sorted frame. Pass the next_offset from the previous response to read the next page — the ranked list is fetched whole and sliced, so paging is stable and gap-free. An offset at or past total_companies returns an empty page.'),
         sort: z
             .enum(['desc', 'asc'])
             .default('desc')
@@ -88,6 +98,13 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             .describe('Unit of measure used for the lookup (always normalized to dashed form, e.g. "USD-per-shares").'),
         label: z.string().describe('Human-readable concept label.'),
         total_companies: z.number().describe('Total companies reporting this metric for this period.'),
+        offset: z
+            .number()
+            .describe('Rank the returned page starts at, 0-based — the effective offset applied.'),
+        next_offset: z
+            .number()
+            .optional()
+            .describe('Offset to pass on the next call to continue down the ranking. Absent on the last page (no companies remain past this one).'),
         data: z
             .array(z
             .object({
@@ -186,12 +203,20 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             return { entry, cik, ticker };
         }));
         const sorted = [...enriched].sort((a, b) => input.sort === 'desc' ? b.entry.val - a.entry.val : a.entry.val - b.entry.val);
-        const sliced = sorted.slice(0, input.limit);
-        if (sorted.length > input.limit) {
-            ctx.enrich.truncated({ shown: input.limit, cap: input.limit });
+        // Offset paging over the whole sorted frame — the retrieval path for ranks past
+        // `limit` when no canvas is available to hold the full set (#89). The frame is
+        // fetched whole, so slicing it is contiguous and stable across pages.
+        const pageEnd = input.offset + input.limit;
+        const sliced = sorted.slice(input.offset, pageEnd);
+        const nextOffset = pageEnd < sorted.length ? pageEnd : undefined;
+        if (sliced.length === 0 && input.offset > 0) {
+            ctx.enrich.notice(`Offset (${input.offset}) is at or past the ${sorted.length} companies reporting this concept for this period. Lower the offset to page back into the ranking.`);
+        }
+        else if (nextOffset !== undefined) {
+            ctx.enrich.truncated({ shown: sliced.length, cap: input.limit });
         }
         const data = sliced.map(({ entry, cik, ticker }, i) => ({
-            rank: i + 1,
+            rank: input.offset + i + 1,
             company_name: entry.entityName,
             cik,
             ticker: ticker || undefined,
@@ -269,6 +294,8 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             unit,
             label: framesResponse.label || label,
             total_companies: framesResponse.pts,
+            offset: input.offset,
+            next_offset: nextOffset,
             data,
             dataset,
             unqueried_tags: unqueriedTags,
@@ -282,6 +309,10 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         const lines = [
             `**${result.label}** [XBRL: ${result.concept}] — ${result.period} (${result.unit}, ${result.total_companies} companies)`,
         ];
+        lines.push(`Page offset: ${result.offset} (${result.data.length} shown)`);
+        if (result.next_offset !== undefined) {
+            lines.push(`Next offset: ${result.next_offset} — pass as offset to read the next page.`);
+        }
         for (const d of result.data) {
             const ticker = d.ticker ? ` (${d.ticker})` : '';
             const formatted = result.unit === 'USD'

package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map CHANGED Viewed

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

@@ -60,12 +60,12 @@ export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinit
     readonly reason: "document_not_found";
     readonly code: JsonRpcErrorCode.NotFound;
     readonly when: "A specific document was requested but not present in the filing archive";
-    readonly recovery: "Pick a filename from documents.primary (or exhibits) in error data.";
+    readonly recovery: "Pick a filename from the categorized document list in the error message.";
 }, {
     readonly reason: "no_documents";
     readonly code: JsonRpcErrorCode.NotFound;
     readonly when: "Filing index lists items but no fetchable primary document was found";
-    readonly recovery: "Specify a document filename from documents.primary in error data.";
+    readonly recovery: "Set document to one of the filenames listed in the error message.";
 }, {
     readonly reason: "filing_not_found";
     readonly code: JsonRpcErrorCode.NotFound;

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

	@@ -1 +1 @@
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1	+ {"version":3,"file":"get-filing.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA8FjE,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cA2axB,CAAC"}

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

@@ -7,6 +7,14 @@ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { detectHeadings, filingToExtract, getExtractCache, setExtractCache, windowText, } from '../../../services/edgar/filing-to-text.js';
 const MAX_DOCUMENTS_IN_FORMAT = 10;
+/**
+ * Per-category cap on the catalog rendered into an error message. Distinct from
+ * {@link MAX_DOCUMENTS_IN_FORMAT}: the success path renders every filename (see
+ * {@link formatDocList}), while an error stays a short, actionable sample plus
+ * the true per-category total. Ten holds a real filing's error message under
+ * ~1 KB against ~15.7 KB for the same filing rendered in full.
+ */
+const MAX_DOCUMENTS_IN_ERROR = 10;
 /**
  * Sentinel lines framing upstream filing text in format() output, so document
  * content is not confused with tool/client instructions. Sentinel lines (not a
@@ -38,13 +46,13 @@ export const getFilingTool = tool('secedgar_get_filing', {
             reason: 'document_not_found',
             code: JsonRpcErrorCode.NotFound,
             when: 'A specific document was requested but not present in the filing archive',
-            recovery: 'Pick a filename from documents.primary (or exhibits) in error data.',
+            recovery: 'Pick a filename from the categorized document list in the error message.',
         },
         {
             reason: 'no_documents',
             code: JsonRpcErrorCode.NotFound,
             when: 'Filing index lists items but no fetchable primary document was found',
-            recovery: 'Specify a document filename from documents.primary in error data.',
+            recovery: 'Set document to one of the filenames listed in the error message.',
         },
         {
             reason: 'filing_not_found',
@@ -181,22 +189,40 @@ export const getFilingTool = tool('secedgar_get_filing', {
             const resolved = await resolveFilingArchive(api, accn, input.cik, input.document);
             if (!resolved.ok) {
                 if (resolved.kind === 'document_not_found') {
+                    // Render candidates into the message itself — clients reliably see only
+                    // message + recovery hint, not error data (#88), so a content-only client
+                    // otherwise cannot discover any filename but the primary. Same shape
+                    // section_not_found already uses for its outline, bounded per category.
+                    const catalogBlock = renderDocumentCatalog(resolved.documents);
                     const primaryName = resolved.documents.primary[0]?.name;
+                    // A non-empty primary bucket is exactly the condition under which the
+                    // no-document call succeeds — the loop only reaches this branch past
+                    // findPrimaryDocument. Without one, that call fails the same way, so
+                    // don't advertise a route that dead-ends.
                     const hint = primaryName
-                        ? `Use document="${primaryName}" (the primary) or pick from documents.primary/exhibits in error data.`
-                        : 'Pick a filename from documents.primary or exhibits in error data.';
-                    throw ctx.fail('document_not_found', `Document '${resolved.requestedDocument}' not found in this filing.`, {
+                        ? `Use document="${primaryName}" (the primary), or pick another filename from the list above. Call secedgar_get_filing again with the same accession_number and no document argument for the complete catalog.`
+                        : catalogBlock
+                            ? 'Pick a filename from the list above.'
+                            : 'Pick a filename from documents.primary or exhibits in error data.';
+                    throw ctx.fail('document_not_found', `Document '${resolved.requestedDocument}' not found in this filing.${catalogBlock}`, {
                         requested_document: resolved.requestedDocument,
                         documents: resolved.documents,
                         recovery: { hint },
                     });
                 }
                 if (resolved.kind === 'no_documents') {
-                    throw ctx.fail('no_documents', `No primary document found in filing ${accn}.`, {
+                    const catalogBlock = renderDocumentCatalog(resolved.documents);
+                    throw ctx.fail('no_documents', `No primary document found in filing ${accn}.${catalogBlock}`, {
                         accession_number: accn,
                         documents: resolved.documents,
                         recovery: {
-                            hint: 'Specify the document input using a filename from documents.primary in error data.',
+                            // No `document` was requested here — that is what this branch means —
+                            // so omitting it is the call that just failed and is not a route out.
+                            // Naming a fetchable document is, and a successful response carries
+                            // the complete catalog.
+                            hint: catalogBlock
+                                ? 'Set the document input to one of the filenames listed above; a successful response lists the complete document catalog.'
+                                : 'Specify the document input using a filename from documents.primary in error data.',
                         },
                     });
                 }
@@ -347,6 +373,36 @@ export const getFilingTool = tool('secedgar_get_filing', {
 function renderOutline(outline) {
     return outline.map((h) => `  [${h.offset}] ${h.heading}`).join('\n');
 }
+/**
+ * Render the categorized document catalog as a labeled block for an error message,
+ * capped at {@link MAX_DOCUMENTS_IN_ERROR} per category. Shared by the
+ * `document_not_found` and `no_documents` paths so the recoverable filenames read
+ * identically on both. Each line carries the category's true total and how many
+ * entries were withheld, so a sample never reads as the complete catalog; the
+ * complete catalog is what the success path renders through
+ * {@link formatDocumentSection}, and the recovery hints point there. Empty string
+ * when the filing index yielded no entries at all.
+ */
+function renderDocumentCatalog(documents) {
+    const sections = [];
+    const addCategory = (label, entries) => {
+        if (entries.length === 0)
+            return;
+        const shown = entries.slice(0, MAX_DOCUMENTS_IN_ERROR);
+        const names = shown.map((d) => `${d.name} [${d.type}]`).join(', ');
+        const omitted = entries.length - shown.length;
+        const tail = omitted > 0 ? ` (+${omitted} more)` : '';
+        sections.push(`${label} (${entries.length} total): ${names}${tail}`);
+    };
+    addCategory('Primary', documents.primary);
+    addCategory('Exhibits', documents.exhibits);
+    addCategory('Auxiliary', documents.auxiliary);
+    if (documents.xbrl)
+        addCategory('XBRL', documents.xbrl);
+    if (sections.length === 0)
+        return '';
+    return `\n\nAvailable documents (up to ${MAX_DOCUMENTS_IN_ERROR} shown per category):\n${sections.join('\n')}`;
+}
 /**
  * Normalize a schema-validated accession number to dash format (0000320193-23-000106).
  * Input shape is guaranteed by the input schema regex: dash format or 18-digit no-dash.
@@ -549,10 +605,28 @@ function formatDocumentSection(docs) {
     }
     return sections.length ? `\n${sections.join('\n')}` : '';
 }
+/**
+ * Render one document category: the first {@link MAX_DOCUMENTS_IN_FORMAT} entries
+ * with type/size/description, then every remaining filename bare. Filenames are the
+ * selectable keys for the `document` input, so all of them must reach `content[]` —
+ * `structuredContent.documents` is uncapped and the two surfaces have to carry the
+ * same catalog (#88). The tail drops metadata to hold that cost down but is
+ * deliberately unbounded, and a filing index can be large: State Street's FY2024
+ * 10-K (0000093751-25-000111) indexes 624 entries — 451 auxiliary, 448 of them
+ * per-page `.jpg` scans of signed exhibits — and renders a 15.8 KB catalog by
+ * default (17.8 KB with `include_xbrl=true`) against 1.2 KB / 1.7 KB for the same
+ * filing under a metadata-capped list. The overflow is scan images at least as
+ * often as it is XBRL viewer fragments, and `include_xbrl` gates only the `xbrl`
+ * bucket, so the auxiliary bulk lands on every plain call. That cost is
+ * proportionate here: `structuredContent.documents` already ships the same entries
+ * with full metadata, so this render is the smaller half of a response that
+ * carries the catalog either way. Error messages take the opposite tradeoff —
+ * see {@link renderDocumentCatalog}.
+ */
 function formatDocList(entries) {
-    const shown = entries.slice(0, MAX_DOCUMENTS_IN_FORMAT);
-    const extra = entries.length - shown.length;
-    const list = shown
+    const detailed = entries.slice(0, MAX_DOCUMENTS_IN_FORMAT);
+    const rest = entries.slice(MAX_DOCUMENTS_IN_FORMAT);
+    const list = detailed
         .map((d) => {
         const tail = [
             d.type,
@@ -564,6 +638,8 @@ function formatDocList(entries) {
         return `${d.name} [${tail}]`;
     })
         .join(', ');
-    return `${list}${extra > 0 ? `, +${extra} more` : ''}`;
+    if (rest.length === 0)
+        return list;
+    return `${list}, +${rest.length} more: ${rest.map((d) => d.name).join(', ')}`;
 }
 //# sourceMappingURL=get-filing.tool.js.map

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

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

@@ -9,14 +9,14 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
     company: z.ZodString;
     concept: z.ZodString;
     taxonomy: z.ZodDefault<z.ZodEnum<{
-        "us-gaap": "us-gaap";
-        "ifrs-full": "ifrs-full";
         dei: "dei";
+        "ifrs-full": "ifrs-full";
+        "us-gaap": "us-gaap";
     }>>;
     period_type: z.ZodOptional<z.ZodEnum<{
+        all: "all";
         annual: "annual";
         quarterly: "quarterly";
-        all: "all";
     }>>;
     limit: z.ZodOptional<z.ZodNumber>;
 }, z.core.$strip>, z.ZodObject<{

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

	@@ -1 +1 @@
1	- {"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAMjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~EAwd5B~~,CAAC"}
1	+ {"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAMjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoe5B,CAAC"}

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

@@ -134,9 +134,17 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             });
         }
         if (Array.isArray(resolved) && resolved.length > 1) {
-            throw ctx.fail('ambiguous_company', `'${input.company}' matches multiple companies.`, {
+            // Render the candidates into the message itself, not just structured data —
+            // clients that read only content[] otherwise get a "pick from the matches
+            // list" instruction with no list to pick from (#90). Same shape the
+            // company_search and get_institutional_holdings ambiguity paths already ship.
+            const shown = resolved.slice(0, 10);
+            const list = shown
+                .map((m) => `${m.cik} ${m.name ?? 'Unknown'}${m.ticker ? ` (${m.ticker})` : ''}`)
+                .join(', ');
+            throw ctx.fail('ambiguous_company', `'${input.company}' matches multiple companies: ${list}. Retry with one of these tickers or 10-digit CIKs.`, {
                 ...ctx.recoveryFor('ambiguous_company'),
-                matches: resolved.slice(0, 10).map((m) => ({
+                matches: shown.map((m) => ({
                     cik: m.cik,
                     name: m.name,
                     ticker: m.ticker,