@cyanheads/secedgar-mcp-server 0.12.5 → 0.13.1

package/README.md

@@ -1,7 +1,7 @@
 <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>
 
@@ -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_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 |
@@ -81,6 +83,7 @@ Fetch a specific filing's metadata and document content by accession number.
 - Converts HTML filings to readable plain text
 - Configurable content limit (1K–200K characters, default 50K)
 - Can fetch specific exhibits by document name
+- Binary entries — scanned pages, PDF exhibits, packaged archives and spreadsheets — are marked `binary` in the document catalog and rejected with a `binary_document` error instead of being returned as decoded bytes
 - **Offset paging** for large documents (10-K, S-1/A can exceed 1M chars): pass `next_offset` from a truncated response as `offset` on the next call to continue reading; first-page truncated responses include a detected `outline` (headings with offsets) for targeted navigation
 - **Section targeting** via the `section` param: jumps directly to a named heading by case-insensitive substring match (e.g. `"risk factors"`, `"item 7"`, `"certain relationships"`); on a miss, the error carries the detected outline so you can pick the correct heading
 - Extracted text is cached per `accession + document` (bounded LRU, 8 entries), making subsequent paged calls cheap
@@ -96,10 +99,25 @@ 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 naming every calendar quarter 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), and a filer whose other fiscal quarters span non-calendar durations loses a second quarter the same way
+- A further `caveats` entry when the concept resolved to an XBRL tag SEC has retired from the taxonomy — that only happens when no current tag reports for the filer, and the series can stop years short
 - 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"`, which covers the income statement, balance sheet, cash flow, and per-share concepts; 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 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`.
@@ -139,6 +157,19 @@ Fetch SEC XBRL frames for one concept × one period across all reporting compani
 
 ---
 
+### `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 one or two calendar quarters, a concept that resolved to a retired XBRL tag for one company, 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.
@@ -147,13 +178,14 @@ Discover supported XBRL concept names before querying financials or cross-compan
 - Filter by statement group (`income_statement`, `balance_sheet`, `cash_flow`, `per_share`, `entity_info`) or taxonomy
 - Reverse-lookup raw tags like `NetIncomeLoss` to the supported friendly names
 - Surfaces `related_tags` for concepts with a high-coverage alternate-definition tag (e.g. restricted-cash-inclusive cash) so callers can discover them before screening
+- Filtering by `taxonomy: "ifrs-full"` narrows the catalog to concepts with an IFRS tag confirmed against live 20-F filings; a concept with no IFRS equivalent is left out rather than mapped to a guess
 - Returns the same catalog used by `secedgar_get_financials`, `secedgar_fetch_frames`, and `secedgar://concepts`
 
 ---
 
 ### `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.
@@ -190,7 +222,7 @@ 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
@@ -343,7 +375,7 @@ 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/resources/definitions/concepts.resource.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDAwD3B,CAAC"}
+{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDA6D3B,CAAC"}

package/dist/mcp-server/resources/definitions/concepts.resource.js

@@ -34,12 +34,17 @@ export const conceptsResource = resource('secedgar://concepts', {
             lines.push('|:------|:------|:----------|:---------|:-----|');
             for (const item of items) {
                 const tagCell = item.tags.map((t) => `\`${t}\``).join(', ');
+                // A concept resolves to a different element set under ifrs-full, so a
+                // menu listing only the us-gaap tags reads as the whole story.
+                const ifrsCell = item.ifrsTags?.length
+                    ? `<br>_ifrs-full:_ ${item.ifrsTags.map((t) => `\`${t}\``).join(', ')}`
+                    : '';
                 const altCell = item.relatedTags?.length
                     ? `<br>_alt (different definition, query separately):_ ${item.relatedTags
                         .map((r) => `\`${r.tag}\` (${r.note})`)
                         .join('; ')}`
                     : '';
-                lines.push(`| \`${item.name}\` | ${item.label} | ${tagCell}${altCell} | ${item.taxonomy} | ${item.unit} |`);
+                lines.push(`| \`${item.name}\` | ${item.label} | ${tagCell}${ifrsCell}${altCell} | ${item.taxonomy} | ${item.unit} |`);
             }
             lines.push('');
         }

package/dist/mcp-server/resources/definitions/concepts.resource.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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