@cyanheads/secedgar-mcp-server 0.12.5 → 0.13.0

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

@@ -6,8 +6,10 @@
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
-import { resolveConcept } from '../../../services/edgar/concept-map.js';
+import { resolveConceptTarget } from '../../../services/edgar/concept-map.js';
+import { matchesPeriodType, resolveFrameSeries, } from '../../../services/edgar/concept-series.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
+import { missingQuarterCaveats } from '../../../services/edgar/fiscal-periods.js';
 export const getFinancialsTool = tool('secedgar_get_financials', {
     description: 'Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
@@ -123,6 +125,10 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         })
             .optional()
             .describe('Canvas dataframe handle holding the same time series. Use for cross-company JOINs via secedgar_dataframe_query. The source-filing fiscal keys are materialized as source_filing_fy/source_filing_fp — order, group, and window by period_end, not by those columns. Absent when canvas is unavailable.'),
+        caveats: z
+            .array(z.string())
+            .optional()
+            .describe("Data-completeness warnings about the returned series. Populated on quarterly results when one calendar quarter is absent from every recent fully-reported year — SEC reports a filer's fiscal Q4 as the 10-K residual rather than a discrete quarterly fact, so the calendar quarter that fiscal Q4 spans has no frame-tagged value. Applies to calendar-year filers (no discrete Q4) as much as to off-calendar ones. Absent when the series has nothing to flag."),
     }),
     async handler(input, ctx) {
         const api = getEdgarApiService();
@@ -157,22 +163,10 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 ...ctx.recoveryFor('company_not_found'),
             });
         }
-        // Resolve concept to XBRL tag(s)
-        const mapping = resolveConcept(input.concept);
-        // When the user overrides the default taxonomy, honor their choice;
-        // otherwise fall back to the mapping's preferred taxonomy (e.g. `dei` for shares_outstanding).
-        let taxonomy = input.taxonomy;
-        if (mapping && input.taxonomy === 'us-gaap') {
-            taxonomy = mapping.taxonomy;
-        }
-        // Use IFRS-specific tags when the effective taxonomy is ifrs-full and the mapping
-        // has confirmed IFRS variants; fall back to the standard tags otherwise.
-        const tags = mapping
-            ? taxonomy === 'ifrs-full' && mapping.ifrsTags?.length
-                ? mapping.ifrsTags
-                : mapping.tags
-            : [input.concept];
-        const label = mapping?.label ?? input.concept;
+        // Resolve concept to taxonomy + XBRL tag(s). The mapping's own taxonomy wins
+        // over the `us-gaap` default (e.g. `dei` for shares_outstanding); ifrs-full
+        // uses the confirmed IFRS variants when the mapping has them.
+        const { label, tags, taxonomy, unit: mappedUnit, } = resolveConceptTarget(input.concept, input.taxonomy);
         // Default to "annual" for unset period_type; post-fetch fallback handles instant concepts (#48).
         const effectivePeriodType = input.period_type ?? 'annual';
         // Try each tag until we get data. `tryGetCompanyConcept` returns null for 404
@@ -184,7 +178,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
          * resolve collisions by tag priority (#44). Index 0 = preferred total.
          */
         const allUnits = [];
-        for (const [tagIdx, tag] of tags.entries()) {
+        for (const [tagIndex, tag] of tags.entries()) {
             tagsTried.push(tag);
             const resp = await api.tryGetCompanyConcept(match.cik, taxonomy, tag);
             if (!resp)
@@ -199,7 +193,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             }
             for (const units of Object.values(resp.units)) {
                 for (const u of units) {
-                    allUnits.push({ ...u, _tagIdx: tagIdx });
+                    allUnits.push({ ...u, tagIndex });
                 }
             }
         }
@@ -239,50 +233,22 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 available_namespaces: availableNamespaces.length > 0 ? availableNamespaces : undefined,
             });
         }
-        // Deduplicate: keep only entries with frame field (one per standard calendar period)
-        const deduped = allUnits.filter((u) => !!u.frame);
-        // If deduplication removed everything, the concept exists but has no frame-aligned entries
-        if (deduped.length === 0) {
+        /**
+         * Collapse to one value per standard calendar period — frame-bearing entries
+         * only, same-frame collisions resolved by tag priority then latest `filed`
+         * (#44). An empty map means the concept exists but has no frame-aligned entries.
+         */
+        const byFrameClean = resolveFrameSeries(allUnits);
+        if (byFrameClean.size === 0) {
             throw ctx.fail('no_frame_data', `'${conceptResponse.tag}' exists for this company but has no standard-period data.`, {
                 ...ctx.recoveryFor('no_frame_data'),
                 tag: conceptResponse.tag,
             });
         }
-        /**
-         * Remove duplicates by frame value using tag-priority-aware selection (#44).
-         *
-         * When two facts share a frame, the one with the lower `_tagIdx` wins
-         * (index 0 = preferred total, e.g. IFRS `Revenue` > `RevenueFromContractsWithCustomers`).
-         * Ties within the same tag index are broken by latest `filed` to preserve
-         * restatement handling (amended filing replaces the original).
-         */
-        const byFrame = new Map();
-        for (const unit of deduped) {
-            const existing = byFrame.get(unit.frame);
-            if (!existing) {
-                byFrame.set(unit.frame, unit);
-            }
-            else if (unit._tagIdx < existing._tagIdx ||
-                (unit._tagIdx === existing._tagIdx && unit.filed > existing.filed)) {
-                byFrame.set(unit.frame, unit);
-            }
-        }
-        // Strip the internal _tagIdx from results before further use
-        const byFrameClean = new Map();
-        for (const [k, v] of byFrame) {
-            const { _tagIdx: _, ...rest } = v;
-            byFrameClean.set(k, rest);
-        }
         // Filter by period type using frame pattern (fp reflects the filing, not the data point)
         // resolvedPeriodType tracks the actual period type after the instant fallback (#48).
         let resolvedPeriodType = effectivePeriodType;
-        let filtered = Array.from(byFrameClean.values());
-        if (effectivePeriodType === 'annual') {
-            filtered = filtered.filter((u) => /^CY\d{4}$/.test(u.frame));
-        }
-        else if (effectivePeriodType === 'quarterly') {
-            filtered = filtered.filter((u) => /^CY\d{4}Q\d/.test(u.frame));
-        }
+        let filtered = Array.from(byFrameClean.values()).filter((u) => matchesPeriodType(u.frame, effectivePeriodType));
         // If period_type filter removed everything, check for instant-concept fallback (#48)
         if (filtered.length === 0 && byFrameClean.size > 0) {
             const sample = byFrameClean.values().next().value;
@@ -312,8 +278,18 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         }
         // Sort newest first
         filtered.sort((a, b) => b.end.localeCompare(a.end));
+        /**
+         * Off-calendar filers lose a whole calendar quarter from the frame-tagged
+         * series — SEC reports fiscal Q4 as the 10-K residual, never as a discrete
+         * quarterly fact — so a caller sees a gap with no way to tell "did not
+         * report" from "frame tagging does not expose it". `fetch_frames` already
+         * flags the same hazard from the period side; this names the specific
+         * quarter for this filer (#95). Detection reads the resolved frames, so it
+         * runs over the full deduped set rather than the period-filtered slice.
+         */
+        const caveats = resolvedPeriodType === 'annual' ? [] : missingQuarterCaveats(byFrameClean.keys());
         // Determine unit string
-        const unitKey = Object.keys(conceptResponse.units)[0] ?? mapping?.unit ?? 'USD';
+        const unitKey = Object.keys(conceptResponse.units)[0] ?? mappedUnit ?? 'USD';
         const data = filtered.map((u) => ({
             period: u.frame,
             value: u.val,
@@ -383,6 +359,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             data: inlineData,
             tags_tried: tagsTried.length > 1 ? tagsTried : undefined,
             dataset,
+            caveats: caveats.length > 0 ? caveats : undefined,
         };
     },
     format: (result) => {
@@ -415,6 +392,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 : '';
             lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at})${sliceNote} — query with secedgar_dataframe_query.`);
         }
+        for (const caveat of result.caveats ?? []) {
+            lines.push(`\nCaveat: ${caveat}`);
+        }
         return [{ type: 'text', text: lines.join('\n') }];
     },
 });

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

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package/dist/mcp-server/tools/definitions/get-snapshot.tool.d.ts

@@ -0,0 +1,81 @@
+/**
+ * @fileoverview One-call financial profile for a company. Reads the filer's
+ * whole XBRL fact set once and resolves every mapped friendly concept against
+ * it, instead of one upstream request per concept. Values come from the same
+ * frame dedup and tag priority `secedgar_get_financials` uses, so the two agree
+ * for any concept they both report.
+ * @module mcp-server/tools/definitions/get-snapshot
+ */
+import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
+export declare const getSnapshotTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
+    company: z.ZodString;
+    taxonomy: z.ZodDefault<z.ZodEnum<{
+        "ifrs-full": "ifrs-full";
+        "us-gaap": "us-gaap";
+    }>>;
+    period_type: z.ZodDefault<z.ZodEnum<{
+        annual: "annual";
+        both: "both";
+        quarterly: "quarterly";
+    }>>;
+}, z.core.$strip>, z.ZodObject<{
+    company: z.ZodString;
+    cik: z.ZodString;
+    taxonomy: z.ZodString;
+    period_type: z.ZodString;
+    concepts_resolved: z.ZodNumber;
+    concepts_total: z.ZodNumber;
+    lines: z.ZodArray<z.ZodObject<{
+        concept: z.ZodString;
+        label: z.ZodString;
+        group: z.ZodString;
+        taxonomy: z.ZodString;
+        tag: z.ZodString;
+        unit: z.ZodString;
+        annual: z.ZodOptional<z.ZodObject<{
+            period: z.ZodString;
+            value: z.ZodNumber;
+            period_end: z.ZodString;
+            form: z.ZodString;
+            accession_number: z.ZodString;
+        }, z.core.$strip>>;
+        quarterly: z.ZodOptional<z.ZodObject<{
+            period: z.ZodString;
+            value: z.ZodNumber;
+            period_end: z.ZodString;
+            form: z.ZodString;
+            accession_number: z.ZodString;
+        }, z.core.$strip>>;
+        instant: z.ZodOptional<z.ZodObject<{
+            period: z.ZodString;
+            value: z.ZodNumber;
+            period_end: z.ZodString;
+            form: z.ZodString;
+            accession_number: z.ZodString;
+        }, z.core.$strip>>;
+    }, z.core.$strip>>;
+    gaps: z.ZodArray<z.ZodObject<{
+        concept: z.ZodString;
+        label: z.ZodString;
+        group: z.ZodString;
+        tags_tried: z.ZodArray<z.ZodString>;
+    }, z.core.$strip>>;
+    caveats: z.ZodArray<z.ZodString>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "company_not_found";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The company input does not resolve to a CIK";
+    readonly recovery: "Use a ticker symbol or 10-digit CIK number for an exact match.";
+}, {
+    readonly reason: "ambiguous_company";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The company input resolves to multiple entities and the target is ambiguous";
+    readonly recovery: "Use a ticker symbol or 10-digit CIK from the matches list for an exact match.";
+}, {
+    readonly reason: "no_company_facts";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The filer has no XBRL facts at all — pre-XBRL, foreign private issuer, or a non-operating registrant";
+    readonly recovery: "Check the filer files XBRL financial statements, or read the filings directly with secedgar_search_filings.";
+}], undefined>;
+//# sourceMappingURL=get-snapshot.tool.d.ts.map

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

@@ -0,0 +1 @@
+{"version":3,"file":"get-snapshot.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-snapshot.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAwCjE,eAAO,MAAM,eAAe;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cAuQ1B,CAAC"}

package/dist/mcp-server/tools/definitions/get-snapshot.tool.js

@@ -0,0 +1,254 @@
+/**
+ * @fileoverview One-call financial profile for a company. Reads the filer's
+ * whole XBRL fact set once and resolves every mapped friendly concept against
+ * it, instead of one upstream request per concept. Values come from the same
+ * frame dedup and tag priority `secedgar_get_financials` uses, so the two agree
+ * for any concept they both report.
+ * @module mcp-server/tools/definitions/get-snapshot
+ */
+import { tool, z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
+import { listConcepts, resolveConceptTarget } from '../../../services/edgar/concept-map.js';
+import { seriesFromCompanyFacts } from '../../../services/edgar/concept-series.js';
+import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
+import { missingQuarterCaveats } from '../../../services/edgar/fiscal-periods.js';
+/** Full-year duration frame — `CY2024`. */
+const ANNUAL = /^CY\d{4}$/;
+/** Single-quarter duration frame — `CY2024Q2`. Excludes instants. */
+const QUARTER = /^CY\d{4}Q[1-4]$/;
+/** Point-in-time frame — `CY2024Q2I`. Balance-sheet and entity-info concepts. */
+const INSTANT = /^CY\d{4}Q[1-4]I$/;
+/** One reported value, trimmed to what a profile line needs. */
+const pointSchema = z
+    .object({
+    period: z.string().describe('Calendar period label (e.g. "CY2024", "CY2025Q2", "CY2025Q2I").'),
+    value: z.number().describe("Reported value, in the line's unit."),
+    period_end: z.string().describe('Period end date (YYYY-MM-DD).'),
+    form: z.string().describe('Source filing type (10-K, 10-Q, 20-F).'),
+    accession_number: z
+        .string()
+        .describe('Source filing accession number — pass to secedgar_get_filing.'),
+})
+    .describe('One reported value with its period and source filing.');
+/** Most recent value whose frame matches `pattern`, or undefined when none does. */
+function latest(series, pattern) {
+    const hit = series.find((u) => pattern.test(u.frame));
+    return hit
+        ? {
+            period: hit.frame,
+            value: hit.val,
+            period_end: hit.end,
+            form: hit.form,
+            accession_number: hit.accn,
+        }
+        : undefined;
+}
+export const getSnapshotTool = tool('secedgar_get_snapshot', {
+    description: 'Build a company financial profile in one call: the latest value of every supported XBRL concept, grouped by statement. Reads the filer\'s complete companyfacts payload once rather than one request per concept, so it replaces a run of secedgar_get_financials calls when the question is "what do this company\'s financials look like right now". Values use the 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, since that is the only form they are filed in. A concept the filer does not report is listed under gaps with the XBRL tags that were tried — never zero-filled or interpolated. Use secedgar_get_financials for a full time series of one concept, and secedgar_compare_companies to put several companies side by side.',
+    annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    errors: [
+        {
+            reason: 'company_not_found',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'The company input does not resolve to a CIK',
+            recovery: 'Use a ticker symbol or 10-digit CIK number for an exact match.',
+        },
+        {
+            reason: 'ambiguous_company',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The company input resolves to multiple entities and the target is ambiguous',
+            recovery: 'Use a ticker symbol or 10-digit CIK from the matches list for an exact match.',
+        },
+        {
+            reason: 'no_company_facts',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'The filer has no XBRL facts at all — pre-XBRL, foreign private issuer, or a non-operating registrant',
+            recovery: 'Check the filer files XBRL financial statements, or read the filings directly with secedgar_search_filings.',
+        },
+    ],
+    input: z.object({
+        company: z
+            .string()
+            .min(1)
+            .describe('Ticker symbol (e.g. "AAPL") or CIK number. Ticker is preferred.'),
+        taxonomy: z
+            .enum(['us-gaap', 'ifrs-full'])
+            .default('us-gaap')
+            .describe('XBRL taxonomy to resolve concepts under. Every concept is looked up in this one taxonomy, so ifrs-full covers only the concepts with confirmed IFRS tag variants and the rest — including the dei entity-info concepts — come back under gaps. Leave at us-gaap for domestic filers, where each concept uses its own preferred taxonomy.'),
+        period_type: z
+            .enum(['annual', 'quarterly', 'both'])
+            .default('both')
+            .describe('Which duration periods to report per concept: the latest full year, the latest single quarter, or both (default). Balance-sheet and entity-info concepts are point-in-time and always report their latest instant value regardless of this setting.'),
+    }),
+    output: z.object({
+        company: z.string().describe('Resolved entity name (SEC-conformed).'),
+        cik: z.string().describe('Resolved CIK, zero-padded to 10 digits.'),
+        taxonomy: z.string().describe('Taxonomy the concepts were resolved under, echoed from input.'),
+        period_type: z.string().describe('Duration periods reported, echoed from input.'),
+        concepts_resolved: z.number().describe('Concepts that produced at least one value.'),
+        concepts_total: z.number().describe('Concepts in the supported catalog that were attempted.'),
+        lines: z
+            .array(z
+            .object({
+            concept: z.string().describe('Friendly concept name (e.g. "revenue").'),
+            label: z.string().describe('Human-readable concept label.'),
+            group: z
+                .string()
+                .describe('Statement group: income_statement, balance_sheet, cash_flow, per_share, or entity_info.'),
+            taxonomy: z.string().describe('Taxonomy the value was read from.'),
+            tag: z.string().describe('XBRL tag that produced the value.'),
+            unit: z.string().describe('Unit of measure (e.g. "USD", "USD/shares", "shares").'),
+            annual: pointSchema
+                .optional()
+                .describe('Latest full-year (CY####) value. Absent for point-in-time concepts and when period_type excludes it.'),
+            quarterly: pointSchema
+                .optional()
+                .describe('Latest single-quarter (CY####Q#) value. Absent for point-in-time concepts and when period_type excludes it.'),
+            instant: pointSchema
+                .optional()
+                .describe('Latest point-in-time (CY####Q#I) value. Present for balance-sheet and entity-info concepts.'),
+        })
+            .describe('One resolved concept with its latest value per period kind.'))
+            .describe('Resolved concepts, ordered by statement group then concept name.'),
+        gaps: z
+            .array(z
+            .object({
+            concept: z.string().describe('Friendly concept name that produced no value.'),
+            label: z.string().describe('Human-readable concept label.'),
+            group: z.string().describe('Statement group the concept belongs to.'),
+            tags_tried: z
+                .array(z.string())
+                .describe('XBRL tags attempted, in priority order, before giving up.'),
+        })
+            .describe('One concept the filer does not report, with the tags that were tried.'))
+            .describe('Concepts with no value for this filer. Deliberately explicit — a missing concept is never zero-filled or interpolated.'),
+        caveats: z
+            .array(z.string())
+            .describe("Data-completeness warnings about the quarterly values. Populated when one calendar quarter is absent from every recent fully-reported year, because SEC reports a filer's fiscal Q4 as the 10-K residual rather than a discrete quarterly fact — this applies to calendar-year filers (no discrete Q4) as much as to off-calendar ones. Empty when nothing needs flagging."),
+    }),
+    async handler(input, ctx) {
+        const api = getEdgarApiService();
+        const resolved = await api.resolveCik(input.company);
+        if (Array.isArray(resolved) && resolved.length === 0) {
+            throw ctx.fail('company_not_found', `Company '${input.company}' not found.`, {
+                ...ctx.recoveryFor('company_not_found'),
+            });
+        }
+        if (Array.isArray(resolved) && resolved.length > 1) {
+            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: ${list}. Retry with one of these tickers or 10-digit CIKs.`, {
+                ...ctx.recoveryFor('ambiguous_company'),
+                matches: shown.map((m) => ({ cik: m.cik, name: m.name, ticker: m.ticker })),
+            });
+        }
+        const match = Array.isArray(resolved) ? resolved[0] : resolved;
+        if (!match) {
+            throw ctx.fail('company_not_found', `Company '${input.company}' not found.`, {
+                ...ctx.recoveryFor('company_not_found'),
+            });
+        }
+        const facts = await api.tryGetCompanyFacts(match.cik);
+        if (!facts || Object.keys(facts.facts).length === 0) {
+            throw ctx.fail('no_company_facts', `No XBRL facts on file for CIK ${match.cik}.`, {
+                ...ctx.recoveryFor('no_company_facts'),
+                cik: match.cik,
+            });
+        }
+        const wantAnnual = input.period_type !== 'quarterly';
+        const wantQuarterly = input.period_type !== 'annual';
+        const lines = [];
+        const gaps = [];
+        const quarterFrames = [];
+        for (const entry of listConcepts()) {
+            const target = resolveConceptTarget(entry.name, input.taxonomy);
+            const series = seriesFromCompanyFacts(facts, target.taxonomy, target.tags);
+            if (!series) {
+                gaps.push({
+                    concept: entry.name,
+                    label: target.label,
+                    group: entry.group,
+                    tags_tried: target.tags,
+                });
+                continue;
+            }
+            const annual = wantAnnual ? latest(series.series, ANNUAL) : undefined;
+            const quarterly = wantQuarterly ? latest(series.series, QUARTER) : undefined;
+            const instant = latest(series.series, INSTANT);
+            if (!annual && !quarterly && !instant) {
+                gaps.push({
+                    concept: entry.name,
+                    label: target.label,
+                    group: entry.group,
+                    tags_tried: series.tagsTried,
+                });
+                continue;
+            }
+            for (const unit of series.series) {
+                if (QUARTER.test(unit.frame))
+                    quarterFrames.push(unit.frame);
+            }
+            lines.push({
+                concept: entry.name,
+                label: series.label || target.label,
+                group: entry.group,
+                taxonomy: series.taxonomy,
+                tag: series.tag,
+                unit: series.unit || target.unit || '',
+                ...(annual ? { annual } : {}),
+                ...(quarterly ? { quarterly } : {}),
+                ...(instant ? { instant } : {}),
+            });
+        }
+        const caveats = wantQuarterly ? missingQuarterCaveats(quarterFrames) : [];
+        ctx.log.info('Snapshot built', {
+            company: match.cik,
+            resolved: lines.length,
+            gaps: gaps.length,
+        });
+        return {
+            company: match.name || input.company,
+            cik: match.cik,
+            taxonomy: input.taxonomy,
+            period_type: input.period_type,
+            concepts_resolved: lines.length,
+            concepts_total: lines.length + gaps.length,
+            lines,
+            gaps,
+            caveats,
+        };
+    },
+    format: (result) => {
+        const out = [
+            `**Financial snapshot** — ${result.company} (CIK ${result.cik}, ${result.taxonomy}, periods: ${result.period_type})`,
+            `${result.concepts_resolved} of ${result.concepts_total} concepts resolved`,
+        ];
+        const point = (kind, p) => `  ${kind} ${p.period} = ${p.value} | ends ${p.period_end} | ${p.form} [${p.accession_number}]`;
+        let group = '';
+        for (const line of result.lines) {
+            if (line.group !== group) {
+                group = line.group;
+                out.push('', `### ${group}`);
+            }
+            out.push(`- ${line.label} [${line.concept} → ${line.taxonomy}:${line.tag}, ${line.unit}]`);
+            if (line.annual)
+                out.push(point('annual', line.annual));
+            if (line.quarterly)
+                out.push(point('quarterly', line.quarterly));
+            if (line.instant)
+                out.push(point('instant', line.instant));
+        }
+        if (result.gaps.length > 0) {
+            out.push('', `### Not reported (${result.gaps.length})`);
+            for (const gap of result.gaps) {
+                out.push(`- ${gap.label} [${gap.concept}, ${gap.group}] — tried: ${gap.tags_tried.join(', ')}`);
+            }
+        }
+        for (const caveat of result.caveats)
+            out.push('', `Caveat: ${caveat}`);
+        return [{ type: 'text', text: out.join('\n') }];
+    },
+});
+//# sourceMappingURL=get-snapshot.tool.js.map

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package/dist/services/edgar/concept-map.d.ts

@@ -2,12 +2,32 @@
  * @fileoverview Static mapping of friendly financial concept names to XBRL tags.
  * @module services/edgar/concept-map
  */
-import type { ConceptMapping } from './types.js';
+import type { ConceptMapping, ConceptTaxonomy } from './types.js';
 /**
  * Resolve a concept input to its mapping. Accepts friendly names or raw XBRL tags.
  * Returns undefined if the input is not a known friendly name (caller should treat it as a raw tag).
  */
 export declare function resolveConcept(input: string): ConceptMapping | undefined;
+/** What a caller-supplied concept resolves to before any lookup runs. */
+export interface ConceptTarget {
+    /** Human-readable label — the mapping's label, or the raw tag itself. */
+    label: string;
+    /** Tags to try in priority order. Index 0 is the preferred total. */
+    tags: string[];
+    /** Taxonomy to look the tags up under. */
+    taxonomy: ConceptTaxonomy;
+    /** Expected unit of measure. Absent for raw XBRL tags. */
+    unit?: string;
+}
+/**
+ * Resolve a concept input plus a requested taxonomy into the taxonomy and tag
+ * list to query. A friendly name that prefers its own taxonomy (`dei` for
+ * shares_outstanding) keeps it unless the caller asked for something other than
+ * the `us-gaap` default; `ifrs-full` uses the mapping's confirmed IFRS variants
+ * when it has them and falls back to the standard tags otherwise. Unknown input
+ * passes through as a raw XBRL tag under the requested taxonomy.
+ */
+export declare function resolveConceptTarget(input: string, requestedTaxonomy: ConceptTaxonomy): ConceptTarget;
 /** Get all concept mappings for reference resource generation. */
 export declare function getAllConcepts(): Record<string, ConceptMapping>;
 /** Entry returned by search/list operations — friendly name paired with its mapping. */

package/dist/services/edgar/concept-map.d.ts.map

@@ -1 +1 @@
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