@cyanheads/secedgar-mcp-server 0.12.4 → 0.13.0

package/Dockerfile

@@ -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

@@ -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

@@ -1,13 +1,13 @@
 <div align="center">
   <h1>@cyanheads/secedgar-mcp-server</h1>
   <p><b>Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.</b>
-  <div>10 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div>
+  <div>12 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div>
   </p>
 </div>
 
 <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>
 
@@ -29,7 +29,7 @@
 
 ## Tools
 
-Eight tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:
+Ten tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:
 
 | Tool | Description |
 |:---|:---|
@@ -37,9 +37,11 @@ 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_snapshot` | One-call financial profile — the latest value of every supported concept, grouped by statement |
+| `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_compare_companies` | Compare named companies across several concepts, aligned on calendar periods |
 | `secedgar_search_concepts` | Discover supported XBRL concept names or reverse-lookup a raw tag |
 | `secedgar_dataframe_describe` | List canvas dataframes with provenance, TTL, and schema |
 | `secedgar_dataframe_query` | Run a single-statement SELECT across dataframes |
@@ -96,13 +98,27 @@ Get historical XBRL financial data for a company with friendly concept name reso
 - Automatic deduplication to one value per standard calendar period
 - Filter by annual, quarterly, or all periods
 - Optional `limit` caps the inline series to the most-recent N periods; the full series stays queryable via the `df_<id>` dataframe
+- Quarterly results carry a `caveats` entry when a calendar quarter is absent from the frame-tagged series — SEC reports fiscal Q4 as the 10-K residual, so the calendar quarter that fiscal Q4 spans has no discrete quarterly value (calendar-year filers included)
 - See `secedgar://concepts` resource for the full mapping
 
 ---
 
+### `secedgar_get_snapshot`
+
+Build a company financial profile in one call instead of a run of `secedgar_get_financials` calls.
+
+- Reads the filer's complete companyfacts payload once, then resolves every supported concept against it
+- Same frame dedup and tag priority as `secedgar_get_financials`, so the two agree for any concept they both cover
+- Duration concepts (income statement, cash flow, per-share) report their latest full year and latest single quarter; balance-sheet and entity-info concepts report their latest point-in-time value
+- Concepts the filer does not report are listed under `gaps` with the XBRL tags that were tried — never zero-filled or interpolated
+- IFRS filers resolve through the mapped IFRS tag variants via `taxonomy: "ifrs-full"`; each line reports the taxonomy its value came from
+- Compact single-record profile — no dataframe; reach for `secedgar_get_financials` when you need a time series
+
+---
+
 ### `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 +137,8 @@ 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`
 
 ---
 
@@ -131,12 +148,26 @@ 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
 
 ---
 
+### `secedgar_compare_companies`
+
+Compare 2-10 named companies across 1-8 concepts, aligned on calendar periods — the middle shape between `secedgar_get_financials` (one company over time) and `secedgar_fetch_frames` (one period across the market).
+
+- One companyfacts read per company, resolved through the same frame dedup and tag priority as `secedgar_get_financials`
+- Balance-sheet and entity-info concepts align on the calendar year or quarter their point-in-time snapshot falls in, so they sit in the same matrix as income-statement lines; each cell keeps its underlying XBRL frame
+- `periods` bounds the inline matrix (1-12, default 4) and the window shrinks further when companies x concepts x periods is too large to return in one response; the full aligned series is always materialized as a `df_<id>` dataframe for growth rates and spreads via `secedgar_dataframe_query`
+- A company that fails to resolve is reported in `failed_companies` with a machine-readable reason and the comparison proceeds with the rest
+- A company that does not report a concept is reported in `gaps` with the tags that were tried — never interpolated
+- `caveats` surface a filer missing a calendar quarter, period ends that differ inside one aligned period, and concepts whose unit differs across companies
+
+---
+
 ### `secedgar_search_concepts`
 
 Discover supported XBRL concept names before querying financials or cross-company comparisons.
@@ -151,7 +182,7 @@ Discover supported XBRL concept names before querying financials or cross-compan
 
 ### `secedgar_dataframe_describe` / `secedgar_dataframe_query` / `secedgar_dataframe_drop`
 
-In-conversation SQL analytics over the dataframes that `secedgar_fetch_frames`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_insider_transactions`, and `secedgar_get_institutional_holdings` materialize on a shared DuckDB-backed canvas. Each data-returning call adds a `dataset` field with a `df_XXXXX_XXXXX` handle; pass that handle to `secedgar_dataframe_query` for joins, aggregates, window functions, percentiles — standard DuckDB SQL.
+In-conversation SQL analytics over the dataframes that `secedgar_fetch_frames`, `secedgar_compare_companies`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_insider_transactions`, and `secedgar_get_institutional_holdings` materialize on a shared DuckDB-backed canvas. Each data-returning call adds a `dataset` field with a `df_XXXXX_XXXXX` handle; pass that handle to `secedgar_dataframe_query` for joins, aggregates, window functions, percentiles — standard DuckDB SQL.
 
 - **Read-only by default.** Writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected by the framework SQL gate. System catalogs (`information_schema`, `pg_catalog`, `sqlite_master`, `duckdb_*`) are denied at the bridge layer so callers can't enumerate dataframes they don't already hold a handle for. `secedgar_dataframe_drop` is the only destructive tool and is opt-in (`EDGAR_DATAFRAME_DROP_ENABLED=true`); TTL handles cleanup otherwise.
 - **Per-table TTL.** Each dataframe ages on its own clock (default 24h, override with `EDGAR_DATASET_TTL_SECONDS`). The canvas itself uses the framework's sliding TTL.
@@ -188,7 +219,7 @@ SEC EDGAR–specific:
 - Friendly XBRL concept name mapping with historical tag change handling
 - Searchable concept catalog with statement-group metadata and reverse XBRL tag lookup
 - HTML-to-text conversion for filing documents via `html-to-text`
-- In-conversation SQL analytics: `secedgar_fetch_frames`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_insider_transactions`, and `secedgar_get_institutional_holdings` materialize their full result as a DuckDB-backed canvas dataframe queryable via `secedgar_dataframe_query`
+- In-conversation SQL analytics: `secedgar_fetch_frames`, `secedgar_compare_companies`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_insider_transactions`, and `secedgar_get_institutional_holdings` materialize their full result as a DuckDB-backed canvas dataframe queryable via `secedgar_dataframe_query`
 - No API keys required — SEC EDGAR is a free, public API
 
 ## Getting started
@@ -341,7 +372,7 @@ docker exec <container> bun run mirror:refresh   # re-ingest when the archive ha
 
 | Directory | Purpose |
 |:---|:---|
-| `src/mcp-server/tools/definitions/` | Tool definitions (`*.tool.ts`). Eight SEC EDGAR tools plus three `dataframe_*` tools for SQL analytics. |
+| `src/mcp-server/tools/definitions/` | Tool definitions (`*.tool.ts`). Ten SEC EDGAR tools plus three `dataframe_*` tools for SQL analytics. |
 | `src/mcp-server/resources/definitions/` | Resource definitions. XBRL concepts and filing types. |
 | `src/mcp-server/prompts/definitions/` | Prompt definitions. Company analysis prompt. |
 | `src/services/edgar/` | SEC EDGAR API client, XBRL concept mapping, HTML-to-text conversion. |

package/dist/index.js

@@ -10,6 +10,7 @@ import { companyAnalysisPrompt } from './mcp-server/prompts/definitions/company-
 import { conceptsResource } from './mcp-server/resources/definitions/concepts.resource.js';
 import { filingTypesResource } from './mcp-server/resources/definitions/filing-types.resource.js';
 import { companySearchTool } from './mcp-server/tools/definitions/company-search.tool.js';
+import { compareCompaniesTool } from './mcp-server/tools/definitions/compare-companies.tool.js';
 import { dataframeDescribeTool } from './mcp-server/tools/definitions/dataframe-describe.tool.js';
 import { dataframeDropTool } from './mcp-server/tools/definitions/dataframe-drop.tool.js';
 import { dataframeQueryTool } from './mcp-server/tools/definitions/dataframe-query.tool.js';
@@ -18,6 +19,7 @@ import { getFilingTool } from './mcp-server/tools/definitions/get-filing.tool.js
 import { getFinancialsTool } from './mcp-server/tools/definitions/get-financials.tool.js';
 import { getInsiderTransactionsTool } from './mcp-server/tools/definitions/get-insider-transactions.tool.js';
 import { getInstitutionalHoldingsTool } from './mcp-server/tools/definitions/get-institutional-holdings.tool.js';
+import { getSnapshotTool } from './mcp-server/tools/definitions/get-snapshot.tool.js';
 import { searchConceptsTool } from './mcp-server/tools/definitions/search-concepts.tool.js';
 import { searchFilingsTool } from './mcp-server/tools/definitions/search-filings.tool.js';
 import { initCanvasBridge } from './services/canvas-bridge/canvas-bridge.js';
@@ -40,9 +42,11 @@ await createApp({
         searchFilingsTool,
         getFilingTool,
         getFinancialsTool,
+        getSnapshotTool,
         getInsiderTransactionsTool,
         getInstitutionalHoldingsTool,
         fetchFramesTool,
+        compareCompaniesTool,
         searchConceptsTool,
         dataframeDescribeTool,
         dataframeQueryTool,
@@ -50,7 +54,7 @@ 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 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.',
+    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; secedgar_get_snapshot profiles one company across every supported concept in a single call, and secedgar_compare_companies puts 2-10 named companies side by side on aligned calendar periods. 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);

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

@@ -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

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/compare-companies.tool.d.ts

@@ -0,0 +1,89 @@
+/**
+ * @fileoverview Period-aligned comparison of several named companies across
+ * several XBRL concepts. Sits between `secedgar_get_financials` (one company ×
+ * one concept over time) and `secedgar_fetch_frames` (one concept × one period
+ * across the whole market). Reads one companyfacts payload per company and
+ * resolves values through the shared frame dedup, so numbers match
+ * `secedgar_get_financials` for the same concept.
+ * @module mcp-server/tools/definitions/compare-companies
+ */
+import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
+export declare const compareCompaniesTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
+    companies: z.ZodArray<z.ZodString>;
+    concepts: z.ZodArray<z.ZodString>;
+    taxonomy: z.ZodDefault<z.ZodEnum<{
+        "ifrs-full": "ifrs-full";
+        "us-gaap": "us-gaap";
+    }>>;
+    period_type: z.ZodDefault<z.ZodEnum<{
+        annual: "annual";
+        quarterly: "quarterly";
+    }>>;
+    periods: z.ZodDefault<z.ZodNumber>;
+}, z.core.$strip>, z.ZodObject<{
+    period_type: z.ZodString;
+    taxonomy: z.ZodString;
+    periods: z.ZodArray<z.ZodString>;
+    companies: z.ZodArray<z.ZodObject<{
+        input: z.ZodString;
+        cik: z.ZodString;
+        name: z.ZodString;
+        ticker: z.ZodOptional<z.ZodString>;
+    }, z.core.$strip>>;
+    failed_companies: z.ZodArray<z.ZodObject<{
+        input: z.ZodString;
+        reason: z.ZodEnum<{
+            ambiguous: "ambiguous";
+            no_company_facts: "no_company_facts";
+            not_found: "not_found";
+        }>;
+        message: z.ZodString;
+    }, z.core.$strip>>;
+    concepts: z.ZodArray<z.ZodObject<{
+        concept: z.ZodString;
+        label: z.ZodString;
+        units: z.ZodArray<z.ZodString>;
+    }, z.core.$strip>>;
+    cells: z.ZodArray<z.ZodObject<{
+        cik: z.ZodString;
+        company: z.ZodString;
+        concept: z.ZodString;
+        period: z.ZodString;
+        value: z.ZodNumber;
+        unit: z.ZodString;
+        taxonomy: z.ZodString;
+        tag: z.ZodString;
+        frame: z.ZodString;
+        period_end: z.ZodString;
+        form: z.ZodString;
+        accession_number: z.ZodString;
+    }, z.core.$strip>>;
+    gaps: z.ZodArray<z.ZodObject<{
+        cik: z.ZodString;
+        company: z.ZodString;
+        concept: z.ZodString;
+        tags_tried: z.ZodArray<z.ZodString>;
+    }, z.core.$strip>>;
+    caveats: z.ZodArray<z.ZodString>;
+    dataset: z.ZodOptional<z.ZodObject<{
+        name: z.ZodString;
+        row_count: z.ZodNumber;
+        expires_at: z.ZodString;
+    }, z.core.$strip>>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "no_companies_resolved";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "None of the supplied company inputs resolved to a CIK";
+    readonly recovery: "Use ticker symbols or 10-digit CIK numbers for exact matches.";
+}, {
+    readonly reason: "no_comparable_data";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "Companies resolved but not one of them reports any of the requested concepts for the requested period type";
+    readonly recovery: "Switch period_type, or discover reported concept names with secedgar_search_concepts.";
+}], {
+    readonly truncated: z.ZodOptional<z.ZodBoolean>;
+    readonly shown: z.ZodOptional<z.ZodNumber>;
+    readonly cap: z.ZodOptional<z.ZodNumber>;
+}>;
+//# sourceMappingURL=compare-companies.tool.d.ts.map

package/dist/mcp-server/tools/definitions/compare-companies.tool.d.ts.map

@@ -0,0 +1 @@
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