@cyanheads/secedgar-mcp-server 0.12.5 → 0.13.1
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.
- package/README.md +37 -5
- package/dist/index.js +5 -1
- package/dist/index.js.map +1 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.d.ts.map +1 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.js +6 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.js.map +1 -1
- package/dist/mcp-server/tools/definitions/compare-companies.tool.d.ts +89 -0
- package/dist/mcp-server/tools/definitions/compare-companies.tool.d.ts.map +1 -0
- package/dist/mcp-server/tools/definitions/compare-companies.tool.js +451 -0
- package/dist/mcp-server/tools/definitions/compare-companies.tool.js.map +1 -0
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.js +1 -24
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts +9 -0
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.js +91 -6
- package/dist/mcp-server/tools/definitions/get-filing.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts +1 -0
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.js +44 -56
- package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-snapshot.tool.d.ts +81 -0
- package/dist/mcp-server/tools/definitions/get-snapshot.tool.d.ts.map +1 -0
- package/dist/mcp-server/tools/definitions/get-snapshot.tool.js +262 -0
- package/dist/mcp-server/tools/definitions/get-snapshot.tool.js.map +1 -0
- package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts +1 -0
- package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js +9 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js.map +1 -1
- package/dist/services/edgar/concept-map.d.ts +21 -1
- package/dist/services/edgar/concept-map.d.ts.map +1 -1
- package/dist/services/edgar/concept-map.js +143 -1
- package/dist/services/edgar/concept-map.js.map +1 -1
- package/dist/services/edgar/concept-series.d.ts +80 -0
- package/dist/services/edgar/concept-series.d.ts.map +1 -0
- package/dist/services/edgar/concept-series.js +120 -0
- package/dist/services/edgar/concept-series.js.map +1 -0
- package/dist/services/edgar/edgar-api-service.d.ts +8 -6
- package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
- package/dist/services/edgar/edgar-api-service.js +7 -3
- package/dist/services/edgar/edgar-api-service.js.map +1 -1
- package/dist/services/edgar/fiscal-periods.d.ts +42 -0
- package/dist/services/edgar/fiscal-periods.d.ts.map +1 -0
- package/dist/services/edgar/fiscal-periods.js +129 -0
- package/dist/services/edgar/fiscal-periods.js.map +1 -0
- package/dist/services/edgar/mirror/companyfacts-sync.d.ts +7 -10
- package/dist/services/edgar/mirror/companyfacts-sync.d.ts.map +1 -1
- package/dist/services/edgar/mirror/companyfacts-sync.js.map +1 -1
- package/dist/services/edgar/mirror/edgar-mirror.d.ts +10 -1
- package/dist/services/edgar/mirror/edgar-mirror.d.ts.map +1 -1
- package/dist/services/edgar/mirror/edgar-mirror.js +35 -1
- package/dist/services/edgar/mirror/edgar-mirror.js.map +1 -1
- package/dist/services/edgar/types.d.ts +20 -0
- package/dist/services/edgar/types.d.ts.map +1 -1
- package/package.json +1 -1
- package/server.json +3 -3
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@@ -399,12 +399,16 @@ class EdgarApiService {
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return results;
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}
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/**
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* Fetch
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*
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* Fetch every XBRL fact a company has reported. Returns `null` on 404.
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* Backs the whole-company reads (`get_snapshot`, `compare_companies`) and the
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* no-data error path, which surfaces the namespaces and tags a filer uses.
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* Served from the local mirror when enabled and synced — the mirror stores one
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* row per (cik, taxonomy, tag) and reassembles the API shape off a `cik` point
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* lookup; the live API is the fallback.
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*/
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tryGetCompanyFacts(cik) {
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const padded = cik.padStart(10, '0');
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return this.tryFetchJson(`https://data.sec.gov/api/xbrl/companyfacts/CIK${padded}.json`);
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return this.mirrorOrLive((m) => m.companyFactsReady(), (m) => m.getCompanyFacts(cik), () => this.tryFetchJson(`https://data.sec.gov/api/xbrl/companyfacts/CIK${padded}.json`));
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}
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/**
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* Fetch XBRL data for a concept. Returns `null` if the company does not report this tag.
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1
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+
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1
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/**
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2
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* @fileoverview Fiscal-period caveats for SEC XBRL frame data. SEC reports a
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3
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+
* filer's fiscal Q4 as the 10-K residual rather than as a discrete quarterly
|
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4
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* fact, so the calendar quarter that contains a filer's fiscal year end carries
|
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5
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* no frame-tagged quarterly value at all. The same hazard is visible from two
|
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6
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+
* directions: `fetch_frames` sees it from the period side (which filers are
|
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7
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+
* missing from a `CY####Q#` frame), the per-company tools see it from the series
|
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8
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* side (which calendar quarter is missing from one filer's series). Both read
|
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9
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* from this module so the explanation stays identical.
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* @module services/edgar/fiscal-periods
|
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11
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+
*/
|
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12
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+
/**
|
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13
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+
* Caveat for a cross-company frame query: any filer whose fiscal Q4 spans the
|
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14
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+
* queried calendar quarter is silently absent from a `CY####Q[1-4]` frame. The
|
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15
|
+
* omission is invisible without domain knowledge — flag it so the caller knows
|
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16
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+
* to cross-reference `secedgar_get_financials` with `period_type='annual'` for
|
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17
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+
* those filers. Annual (`CY####`) and instant (`CY####Q#I`) periods are
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18
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+
* unaffected.
|
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19
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+
*/
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20
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+
export declare function fiscalQ4Caveats(period: string): string[];
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21
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+
/**
|
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22
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+
* Caveat for one filer's frame-tagged quarterly series: name every calendar
|
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23
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+
* quarter that never appears, so a caller can tell "the company did not report"
|
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24
|
+
* apart from "the frame tagging does not expose it".
|
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25
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+
*
|
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26
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+
* Detection reads only the frames themselves — no maintained filer list. The
|
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27
|
+
* newest {@link RECENT_YEARS} years carrying any quarterly frame are the window;
|
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28
|
+
* inside it a year counts only when it reports at least
|
|
29
|
+
* {@link MIN_QUARTERS_PER_YEAR} of the four calendar quarters (partial first/last
|
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30
|
+
* years carry no signal), and a caveat is emitted only when at least
|
|
31
|
+
* {@link MIN_YEARS} of the counting years agree on a non-empty set of absent
|
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32
|
+
* quarters. A year inside the window that reports all four quarters, years that
|
|
33
|
+
* disagree so no quarter is absent from all of them, or a window too sparse to
|
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34
|
+
* reach the quorum all suppress the caveat.
|
|
35
|
+
*
|
|
36
|
+
* One or two quarters can be absent — the per-year quorum bounds it there. A
|
|
37
|
+
* single absent quarter is the fiscal-Q4 residual; a second one means the
|
|
38
|
+
* filer's fiscal quarters do not line up with calendar quarters at all, so
|
|
39
|
+
* further durations match no `CY####Q#` frame.
|
|
40
|
+
*/
|
|
41
|
+
export declare function missingQuarterCaveats(frames: Iterable<string>): string[];
|
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42
|
+
//# sourceMappingURL=fiscal-periods.d.ts.map
|
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@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"fiscal-periods.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/fiscal-periods.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;GAUG;AA8CH;;;;;;;GAOG;AACH,wBAAgB,eAAe,CAAC,MAAM,EAAE,MAAM,GAAG,MAAM,EAAE,CAOxD;AAED;;;;;;;;;;;;;;;;;;;GAmBG;AACH,wBAAgB,qBAAqB,CAAC,MAAM,EAAE,QAAQ,CAAC,MAAM,CAAC,GAAG,MAAM,EAAE,CA2CxE"}
|
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@@ -0,0 +1,129 @@
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1
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/**
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* @fileoverview Fiscal-period caveats for SEC XBRL frame data. SEC reports a
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3
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* filer's fiscal Q4 as the 10-K residual rather than as a discrete quarterly
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* fact, so the calendar quarter that contains a filer's fiscal year end carries
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* no frame-tagged quarterly value at all. The same hazard is visible from two
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* directions: `fetch_frames` sees it from the period side (which filers are
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* missing from a `CY####Q#` frame), the per-company tools see it from the series
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* side (which calendar quarter is missing from one filer's series). Both read
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* from this module so the explanation stays identical.
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* @module services/edgar/fiscal-periods
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*/
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/**
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* Filers absent from each calendar quarter, keyed by quarter number. Membership
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* follows the span of the filer's fiscal Q4, not the date its fiscal year ends —
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* a January year-end closes a fiscal Q4 running Nov–Jan, which SEC frames as
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* calendar Q4, so Jan-end retailers drop out of Q4 rather than Q1.
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*/
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const FISCAL_Q4_EXAMPLES = {
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'1': 'SJM Apr-end, and other Feb-to-Apr year ends',
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'2': 'MSFT Jun-end, NKE May-end, CSCO Jul-end',
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'3': 'AAPL Sep-end, MU Aug-end, DE Oct-end',
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'4': 'most US filers (calendar fiscal year), plus WMT/TGT Jan-end',
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};
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/** Duration quarterly frame (`CY2024Q2`). Instant frames (`CY2024Q2I`) are excluded. */
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const DURATION_QUARTER_FRAME = /^CY(\d{4})Q([1-4])$/;
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/**
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* A year needs at least this many reported quarters before its gaps carry
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* signal. Two, not three: a filer can lose more than one calendar quarter to
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* frame tagging — Costco's fiscal Q2 and fiscal Q4 durations both fall outside
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* the quarters SEC frames, leaving a steady two per year — and a three-of-four
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* quorum reads that as a sparse year and suppresses the caveat entirely. Two is
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* also the floor at which a year still carries signal: it bounds the absent set
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* at two quarters, so a year reporting a single quarter (a stub, a first year of
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* filings) cannot drag three quarters into the caveat.
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*/
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const MIN_QUARTERS_PER_YEAR = 2;
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/** At least this many qualifying years must agree before a gap is called systematic. */
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const MIN_YEARS = 2;
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/**
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* How many recent calendar years the gap is read from. SEC's frame tagging is
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* not uniform across history — series that reach back far enough carry all four
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* calendar quarters in their older years and drop the fiscal-Q4 quarter only in
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* recent ones. Reading the whole history would let those older years mask a gap
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* that is real for every period a caller is likely to use, so detection is
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* scoped to the current tagging behavior. The window is the newest years that
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* carry ANY quarterly frame; the per-year quorum is applied inside it, never
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* before, so a filer whose recent years fall below the quorum stays silent
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* rather than describing a tagging regime it has already left.
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49
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*/
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const RECENT_YEARS = 4;
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/**
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52
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* Caveat for a cross-company frame query: any filer whose fiscal Q4 spans the
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* queried calendar quarter is silently absent from a `CY####Q[1-4]` frame. The
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54
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* omission is invisible without domain knowledge — flag it so the caller knows
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* to cross-reference `secedgar_get_financials` with `period_type='annual'` for
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* those filers. Annual (`CY####`) and instant (`CY####Q#I`) periods are
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* unaffected.
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*/
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export function fiscalQ4Caveats(period) {
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const match = period.match(/^CY\d{4}Q([1-4])$/);
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61
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+
if (!match)
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return [];
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const q = match[1];
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64
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return [
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`Filers whose fiscal Q4 spans calendar Q${q} are absent from this frame — SEC XBRL reports their fiscal Q4 as the 10-K residual rather than a discrete quarterly fact (e.g. ${FISCAL_Q4_EXAMPLES[q]}). Use secedgar_get_financials with period_type='annual' for those filers.`,
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66
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];
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}
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/**
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* Caveat for one filer's frame-tagged quarterly series: name every calendar
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70
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* quarter that never appears, so a caller can tell "the company did not report"
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* apart from "the frame tagging does not expose it".
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*
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* Detection reads only the frames themselves — no maintained filer list. The
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* newest {@link RECENT_YEARS} years carrying any quarterly frame are the window;
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* inside it a year counts only when it reports at least
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76
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* {@link MIN_QUARTERS_PER_YEAR} of the four calendar quarters (partial first/last
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77
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* years carry no signal), and a caveat is emitted only when at least
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78
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* {@link MIN_YEARS} of the counting years agree on a non-empty set of absent
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79
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* quarters. A year inside the window that reports all four quarters, years that
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* disagree so no quarter is absent from all of them, or a window too sparse to
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* reach the quorum all suppress the caveat.
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*
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* One or two quarters can be absent — the per-year quorum bounds it there. A
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* single absent quarter is the fiscal-Q4 residual; a second one means the
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* filer's fiscal quarters do not line up with calendar quarters at all, so
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86
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* further durations match no `CY####Q#` frame.
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87
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+
*/
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88
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+
export function missingQuarterCaveats(frames) {
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89
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+
const quartersByYear = new Map();
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90
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+
for (const frame of frames) {
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91
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const match = DURATION_QUARTER_FRAME.exec(frame);
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92
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+
if (!match?.[1] || !match[2])
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continue;
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+
let quarters = quartersByYear.get(match[1]);
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95
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+
if (!quarters) {
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96
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+
quarters = new Set();
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+
quartersByYear.set(match[1], quarters);
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}
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quarters.add(match[2]);
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}
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const reportedYears = [...quartersByYear.entries()]
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.sort(([a], [b]) => b.localeCompare(a))
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.slice(0, RECENT_YEARS)
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.filter(([, quarters]) => quarters.size >= MIN_QUARTERS_PER_YEAR)
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.map(([, quarters]) => quarters);
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if (reportedYears.length < MIN_YEARS)
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return [];
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+
const absent = new Set(['1', '2', '3', '4']);
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+
for (const quarters of reportedYears) {
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for (const quarter of quarters)
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absent.delete(quarter);
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}
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+
if (absent.size === 0)
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return [];
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+
const missing = [...absent].sort();
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const subject = missing.length === 1
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? `Calendar Q${missing[0]} carries`
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: `Calendar ${missing.map((q) => `Q${q}`).join(' and ')} carry`;
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const cause = missing.length === 1
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? 'SEC XBRL reports fiscal Q4 as the 10-K residual rather than a discrete quarterly fact, so the calendar quarter that fiscal Q4 spans drops out of the quarterly series — the period was reported, the frame tagging does not expose it.'
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: "SEC XBRL reports fiscal Q4 as the 10-K residual rather than a discrete quarterly fact, and this filer's remaining fiscal quarters span durations that no standard calendar quarter matches, so both drop out of the quarterly series — the periods were reported, the frame tagging does not expose them.";
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const recovery = missing.length === 1
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? "Use period_type='annual' for the full-year figure, or derive the missing quarter as the annual total minus the three reported quarters."
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: "Use period_type='annual' for the full-year figure; the absent quarters can only be derived together, as the annual total minus the reported quarters, never one at a time.";
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return [
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`${subject} no frame-tagged value in any of this filer's recent qualifying years. ${cause} ${recovery}`,
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];
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}
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//# sourceMappingURL=fiscal-periods.js.map
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@@ -0,0 +1 @@
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@@ -8,16 +8,13 @@
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8
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* @module services/edgar/mirror/companyfacts-sync
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9
9
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*/
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10
10
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import type { MirrorLogger, MirrorRow, SyncGenerator } from '@cyanheads/mcp-ts-core/mirror';
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units?: Record<string, unknown[]>;
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}>>;
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}
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import type { CompanyFactsResponse } from '../types.js';
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12
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+
/**
|
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13
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+
* Shape of one `CIK*.json` entry inside companyfacts.zip — the same payload the
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14
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* live companyfacts API serves. Every field is optional here because the archive
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15
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* is parsed from untrusted JSON, so `fileToRows` guards each level before use.
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16
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+
*/
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17
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+
export type CompanyFactsFile = Partial<CompanyFactsResponse>;
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21
18
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/** Expand one company's `facts` into per-(taxonomy, tag) rows. Exported for tests. */
|
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22
19
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export declare function fileToRows(json: CompanyFactsFile): MirrorRow[];
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/**
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{"version":3,"file":"companyfacts-sync.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/companyfacts-sync.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAGH,OAAO,KAAK,EACV,YAAY,EACZ,SAAS,EAET,aAAa,EAEd,MAAM,+BAA+B,CAAC;
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{"version":3,"file":"companyfacts-sync.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/companyfacts-sync.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAGH,OAAO,KAAK,EACV,YAAY,EACZ,SAAS,EAET,aAAa,EAEd,MAAM,+BAA+B,CAAC;AAEvC,OAAO,KAAK,EAAE,oBAAoB,EAAE,MAAM,aAAa,CAAC;AAQxD;;;;GAIG;AACH,MAAM,MAAM,gBAAgB,GAAG,OAAO,CAAC,oBAAoB,CAAC,CAAC;AAE7D,sFAAsF;AACtF,wBAAgB,UAAU,CAAC,IAAI,EAAE,gBAAgB,GAAG,SAAS,EAAE,CAqB9D;AAoBD;;;;;;;;;GASG;AACH,wBAAgB,oBAAoB,CAAC,IAAI,EAAE;IACzC,SAAS,EAAE,MAAM,CAAC;IAClB,GAAG,CAAC,EAAE,YAAY,CAAC;CACpB,GAAG,aAAa,CAkGhB"}
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-
{"version":3,"file":"companyfacts-sync.js","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/companyfacts-sync.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;AAQnE,OAAO,EAAE,KAAK,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;
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1
|
+
{"version":3,"file":"companyfacts-sync.js","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/companyfacts-sync.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;AAQnE,OAAO,EAAE,KAAK,EAAE,YAAY,EAAE,MAAM,QAAQ,CAAC;AAE7C,OAAO,EAAE,qBAAqB,EAAE,iBAAiB,EAAE,MAAM,YAAY,CAAC;AAEtE,qEAAqE;AACrE,MAAM,UAAU,GAAG,IAAI,CAAC;AAExB,MAAM,KAAK,GAAG,IAAI,UAAU,CAAC,CAAC,CAAC,CAAC;AAShC,sFAAsF;AACtF,MAAM,UAAU,UAAU,CAAC,IAAsB;IAC/C,MAAM,IAAI,GAAgB,EAAE,CAAC;IAC7B,IAAI,OAAO,IAAI,CAAC,GAAG,KAAK,QAAQ,IAAI,CAAC,IAAI,CAAC,KAAK;QAAE,OAAO,IAAI,CAAC;IAC7D,MAAM,GAAG,GAAG,MAAM,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC,CAAC;IAC/C,MAAM,UAAU,GAAG,IAAI,CAAC,UAAU,IAAI,EAAE,CAAC;IACzC,KAAK,MAAM,CAAC,QAAQ,EAAE,IAAI,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,KAAK,CAAC,EAAE,CAAC;QAC1D,KAAK,MAAM,CAAC,GAAG,EAAE,OAAO,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,EAAE,CAAC;YAClD,IAAI,CAAC,OAAO,EAAE,KAAK;gBAAE,SAAS;YAC9B,IAAI,CAAC,IAAI,CAAC;gBACR,EAAE,EAAE,GAAG,GAAG,IAAI,QAAQ,IAAI,GAAG,EAAE;gBAC/B,GAAG;gBACH,QAAQ;gBACR,GAAG;gBACH,WAAW,EAAE,UAAU;gBACvB,KAAK,EAAE,OAAO,CAAC,KAAK,IAAI,GAAG;gBAC3B,WAAW,EAAE,OAAO,CAAC,WAAW,IAAI,IAAI;gBACxC,UAAU,EAAE,IAAI,CAAC,SAAS,CAAC,OAAO,CAAC,KAAK,CAAC;aAC1C,CAAC,CAAC;QACL,CAAC;IACH,CAAC;IACD,OAAO,IAAI,CAAC;AACd,CAAC;AAED,qFAAqF;AACrF,KAAK,UAAU,mBAAmB,CAChC,SAAiB,EACjB,MAAmB;IAEnB,IAAI,CAAC;QACH,MAAM,GAAG,GAAG,MAAM,KAAK,CAAC,qBAAqB,EAAE;YAC7C,MAAM,EAAE,MAAM;YACd,OAAO,EAAE,EAAE,YAAY,EAAE,SAAS,EAAE;YACpC,MAAM;SACP,CAAC,CAAC;QACH,MAAM,EAAE,GAAG,GAAG,CAAC,OAAO,CAAC,GAAG,CAAC,eAAe,CAAC,CAAC;QAC5C,OAAO,EAAE,CAAC,CAAC,CAAC,iBAAiB,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC;IAChD,CAAC;IAAC,MAAM,CAAC;QACP,OAAO;IACT,CAAC;AACH,CAAC;AAED;;;;;;;;;GASG;AACH,MAAM,UAAU,oBAAoB,CAAC,IAGpC;IACC,OAAO,KAAK,SAAS,CAAC,CAAC,gBAAgB,CAAC,GAAgB;QACtD,MAAM,YAAY,GAAG,MAAM,mBAAmB,CAAC,IAAI,CAAC,SAAS,EAAE,GAAG,CAAC,MAAM,CAAC,CAAC;QAC3E,IACE,GAAG,CAAC,IAAI,KAAK,SAAS;YACtB,GAAG,CAAC,UAAU;YACd,YAAY;YACZ,YAAY,IAAI,GAAG,CAAC,UAAU,EAC9B,CAAC;YACD,IAAI,CAAC,GAAG,EAAE,IAAI,EAAE,CAAC,sDAAsD,EAAE;gBACvE,UAAU,EAAE,GAAG,CAAC,UAAU;aAC3B,CAAC,CAAC;YACH,OAAO;QACT,CAAC;QAED,MAAM,QAAQ,GAAG,MAAM,KAAK,CAAC,qBAAqB,EAAE;YAClD,OAAO,EAAE,EAAE,YAAY,EAAE,IAAI,CAAC,SAAS,EAAE;YACzC,MAAM,EAAE,GAAG,CAAC,MAAM;SACnB,CAAC,CAAC;QACH,IAAI,CAAC,QAAQ,CAAC,EAAE,IAAI,CAAC,QAAQ,CAAC,IAAI,EAAE,CAAC;YACnC,MAAM,kBAAkB,CAAC,8CAA8C,QAAQ,CAAC,MAAM,GAAG,EAAE;gBACzF,GAAG,EAAE,qBAAqB;gBAC1B,MAAM,EAAE,QAAQ,CAAC,MAAM;aACxB,CAAC,CAAC;QACL,CAAC;QACD,MAAM,UAAU,GAAG,iBAAiB,CAAC,QAAQ,CAAC,OAAO,CAAC,GAAG,CAAC,eAAe,CAAC,CAAC,IAAI,YAAY,CAAC;QAE5F,MAAM,OAAO,GAAgB,EAAE,CAAC;QAChC,IAAI,cAAc,GAAG,CAAC,CAAC;QACvB,IAAI,OAAO,GAAG,CAAC,CAAC;QAChB,IAAI,WAAoB,CAAC;QAEzB,MAAM,KAAK,GAAG,IAAI,KAAK,EAAE,CAAC;QAC1B,KAAK,CAAC,QAAQ,CAAC,YAAY,CAAC,CAAC;QAC7B,KAAK,CAAC,MAAM,GAAG,CAAC,IAAI,EAAE,EAAE;YACtB,MAAM,KAAK,GAAG,gBAAgB,CAAC,IAAI,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YAC/C,MAAM,MAAM,GAAiB,EAAE,CAAC;YAChC,IAAI,CAAC,MAAM,GAAG,CAAC,GAAG,EAAE,KAAK,EAAE,KAAK,EAAE,EAAE;gBAClC,IAAI,GAAG,EAAE,CAAC;oBACR,WAAW,KAAK,GAAG,CAAC;oBACpB,OAAO;gBACT,CAAC;gBACD,IAAI,CAAC,KAAK;oBAAE,OAAO;gBACnB,IAAI,KAAK,EAAE,MAAM;oBAAE,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;gBACtC,IAAI,CAAC,KAAK;oBAAE,OAAO;gBACnB,IAAI,CAAC;oBACH,MAAM,IAAI,GAAG,IAAI,CAAC,KAAK,CAAC,MAAM,CAAC,MAAM,CAAC,MAAM,CAAC,CAAC,QAAQ,CAAC,MAAM,CAAC,CAAqB,CAAC;oBACpF,MAAM,IAAI,GAAG,UAAU,CAAC,IAAI,CAAC,CAAC;oBAC9B,IAAI,IAAI,CAAC,MAAM;wBAAE,OAAO,CAAC,IAAI,CAAC,GAAG,IAAI,CAAC,CAAC;gBACzC,CAAC;gBAAC,MAAM,CAAC;oBACP,OAAO,IAAI,CAAC,CAAC;oBACb,IAAI,CAAC,GAAG,EAAE,OAAO,EAAE,CAAC,yCAAyC,EAAE,EAAE,IAAI,EAAE,IAAI,CAAC,IAAI,EAAE,CAAC,CAAC;gBACtF,CAAC;gBACD,cAAc,IAAI,CAAC,CAAC;gBACpB,MAAM,CAAC,MAAM,GAAG,CAAC,CAAC;YACpB,CAAC,CAAC;YACF,IAAI,CAAC,KAAK,EAAE,CAAC;QACf,CAAC,CAAC;QAEF,MAAM,MAAM,GAAG,QAAQ,CAAC,IAAI,CAAC,SAAS,EAAE,CAAC;QACzC,IAAI,CAAC;YACH,SAAS,CAAC;gBACR,IAAI,GAAG,CAAC,MAAM,CAAC,OAAO,EAAE,CAAC;oBACvB,MAAM,GAAG,CAAC,MAAM,CAAC,MAAM,YAAY,KAAK;wBACtC,CAAC,CAAC,GAAG,CAAC,MAAM,CAAC,MAAM;wBACnB,CAAC,CAAC,IAAI,KAAK,CAAC,2BAA2B,CAAC,CAAC;gBAC7C,CAAC;gBACD,MAAM,EAAE,IAAI,EAAE,KAAK,EAAE,GAAG,MAAM,MAAM,CAAC,IAAI,EAAE,CAAC;gBAC5C,IAAI,IAAI;oBAAE,MAAM;gBAChB,KAAK,CAAC,IAAI,CAAC,KAAK,EAAE,KAAK,CAAC,CAAC;gBACzB,IAAI,WAAW;oBAAE,MAAM,WAAW,CAAC;gBACnC,wEAAwE;gBACxE,OAAO,OAAO,CAAC,MAAM,IAAI,UAAU,EAAE,CAAC;oBACpC,MAAM,EAAE,OAAO,EAAE,OAAO,CAAC,MAAM,CAAC,CAAC,EAAE,UAAU,CAAC,EAAE,MAAM,EAAE,MAAM,CAAC,cAAc,CAAC,EAAE,CAAC;gBACnF,CAAC;YACH,CAAC;YACD,KAAK,CAAC,IAAI,CAAC,KAAK,EAAE,IAAI,CAAC,CAAC;YACxB,IAAI,WAAW;gBAAE,MAAM,WAAW,CAAC;QACrC,CAAC;gBAAS,CAAC;YACT,MAAM,CAAC,WAAW,EAAE,CAAC;QACvB,CAAC;QAED,IAAI,OAAO,GAAG,CAAC;YACb,IAAI,CAAC,GAAG,EAAE,MAAM,EAAE,CAAC,uCAAuC,EAAE,EAAE,cAAc,EAAE,OAAO,EAAE,CAAC,CAAC;QAC3F,OAAO,OAAO,CAAC,MAAM,EAAE,CAAC;YACtB,MAAM,EAAE,OAAO,EAAE,OAAO,CAAC,MAAM,CAAC,CAAC,EAAE,UAAU,CAAC,EAAE,MAAM,EAAE,MAAM,CAAC,cAAc,CAAC,EAAE,CAAC;QACnF,CAAC;QAED,6EAA6E;QAC7E,0EAA0E;QAC1E,4EAA4E;QAC5E,2EAA2E;QAC3E,4EAA4E;QAC5E,4EAA4E;QAC5E,8EAA8E;QAC9E,0EAA0E;QAC1E,MAAM,EAAE,OAAO,EAAE,EAAE,EAAE,MAAM,EAAE,MAAM,CAAC,cAAc,CAAC,EAAE,UAAU,EAAE,CAAC;IACpE,CAAC,CAAC;AACJ,CAAC"}
|
|
@@ -7,7 +7,7 @@
|
|
|
7
7
|
* @module services/edgar/mirror/edgar-mirror
|
|
8
8
|
*/
|
|
9
9
|
import { type Mirror, type MirrorLogger, type SyncProgress, type SyncResult } from '@cyanheads/mcp-ts-core/mirror';
|
|
10
|
-
import type { CompanyConceptResponse, FramesResponse } from '../types.js';
|
|
10
|
+
import type { CompanyConceptResponse, CompanyFactsResponse, FramesResponse } from '../types.js';
|
|
11
11
|
import { type TickerRow } from './types.js';
|
|
12
12
|
export interface EdgarMirrorOptions {
|
|
13
13
|
/** Directory holding the SQLite databases (`EDGAR_MIRROR_PATH`). */
|
|
@@ -49,6 +49,15 @@ export declare class EdgarMirror {
|
|
|
49
49
|
* the mirror has no row for this (cik, taxonomy, tag). Assumes the layer is ready.
|
|
50
50
|
*/
|
|
51
51
|
getCompanyConcept(cik: string, taxonomy: string, tag: string): Promise<CompanyConceptResponse | null>;
|
|
52
|
+
/**
|
|
53
|
+
* One company's complete fact set in `companyfacts` API shape, reassembled from
|
|
54
|
+
* every `(cik, taxonomy, tag)` row this filer has. Returns null when the mirror
|
|
55
|
+
* holds no row for the CIK. Assumes the layer is ready.
|
|
56
|
+
*
|
|
57
|
+
* Reads through the `cik` index — a point lookup per filer, not a scan of the
|
|
58
|
+
* whole store.
|
|
59
|
+
*/
|
|
60
|
+
getCompanyFacts(cik: string): Promise<CompanyFactsResponse | null>;
|
|
52
61
|
/**
|
|
53
62
|
* Cross-company frame in `frames` API shape, assembled by scanning every company
|
|
54
63
|
* reporting (taxonomy, tag) and extracting the period's frame-aligned value.
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"edgar-mirror.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/edgar-mirror.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAGH,OAAO,EAEL,KAAK,MAAM,EACX,KAAK,YAAY,EAEjB,KAAK,YAAY,EACjB,KAAK,UAAU,EAEhB,MAAM,+BAA+B,CAAC;AACvC,OAAO,KAAK,EACV,sBAAsB,EAGtB,cAAc,EACf,MAAM,aAAa,CAAC;AAGrB,OAAO,EAKL,KAAK,SAAS,EACf,MAAM,YAAY,CAAC;AAEpB,MAAM,WAAW,kBAAkB;IACjC,oEAAoE;IACpE,GAAG,EAAE,MAAM,CAAC;IACZ,qEAAqE;IACrE,GAAG,CAAC,EAAE,YAAY,CAAC;IACnB,6CAA6C;IAC7C,SAAS,EAAE,MAAM,CAAC;CACnB;AAED,KAAK,WAAW,GAAG,SAAS,GAAG,cAAc,CAAC;AAE9C,MAAM,WAAW,aAAa;IAC5B,UAAU,CAAC,EAAE,CAAC,KAAK,EAAE,WAAW,EAAE,IAAI,EAAE,UAAU,CAAC,YAAY,CAAC,CAAC,CAAC,CAAC,KAAK,IAAI,CAAC;IAC7E,MAAM,EAAE,WAAW,CAAC;CACrB;
|
|
1
|
+
{"version":3,"file":"edgar-mirror.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/edgar-mirror.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAGH,OAAO,EAEL,KAAK,MAAM,EACX,KAAK,YAAY,EAEjB,KAAK,YAAY,EACjB,KAAK,UAAU,EAEhB,MAAM,+BAA+B,CAAC;AACvC,OAAO,KAAK,EACV,sBAAsB,EAGtB,oBAAoB,EAEpB,cAAc,EACf,MAAM,aAAa,CAAC;AAGrB,OAAO,EAKL,KAAK,SAAS,EACf,MAAM,YAAY,CAAC;AAEpB,MAAM,WAAW,kBAAkB;IACjC,oEAAoE;IACpE,GAAG,EAAE,MAAM,CAAC;IACZ,qEAAqE;IACrE,GAAG,CAAC,EAAE,YAAY,CAAC;IACnB,6CAA6C;IAC7C,SAAS,EAAE,MAAM,CAAC;CACnB;AAED,KAAK,WAAW,GAAG,SAAS,GAAG,cAAc,CAAC;AAE9C,MAAM,WAAW,aAAa;IAC5B,UAAU,CAAC,EAAE,CAAC,KAAK,EAAE,WAAW,EAAE,IAAI,EAAE,UAAU,CAAC,YAAY,CAAC,CAAC,CAAC,CAAC,KAAK,IAAI,CAAC;IAC7E,MAAM,EAAE,WAAW,CAAC;CACrB;AAqBD,qBAAa,WAAW;IACtB,QAAQ,CAAC,OAAO,EAAE,MAAM,CAAC;IACzB,QAAQ,CAAC,YAAY,EAAE,MAAM,CAAC;IAC9B,OAAO,CAAC,aAAa,CAAS;IAC9B,OAAO,CAAC,kBAAkB,CAAS;IAEnC,YAAY,IAAI,EAAE,kBAAkB,EAwCnC;IAED,gFAAgF;IAC1E,YAAY,IAAI,OAAO,CAAC,OAAO,CAAC,CAGrC;IAEK,iBAAiB,IAAI,OAAO,CAAC,OAAO,CAAC,CAG1C;IAED;;;;;;;;;OASG;IACG,oBAAoB,IAAI,OAAO,CAAC,OAAO,CAAC,CAE7C;IAED,2FAA2F;IACrF,aAAa,IAAI,OAAO,CAAC,SAAS,EAAE,CAAC,CAG1C;IAED;;;OAGG;IACG,iBAAiB,CACrB,GAAG,EAAE,MAAM,EACX,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,GACV,OAAO,CAAC,sBAAsB,GAAG,IAAI,CAAC,CAcxC;IAED;;;;;;;OAOG;IACG,eAAe,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,oBAAoB,GAAG,IAAI,CAAC,CAwBvE;IAED;;;;;;;;;OASG;IACG,SAAS,CACb,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,EACX,IAAI,EAAE,MAAM,EACZ,MAAM,EAAE,MAAM,GACb,OAAO,CAAC,cAAc,GAAG,IAAI,CAAC,CAkDhC;IAED,uFAAuF;IACvF,OAAO,CAAC,IAAI,EAAE,aAAa,GAAG,OAAO,CAAC;QAAE,OAAO,EAAE,UAAU,CAAC;QAAC,YAAY,EAAE,UAAU,CAAA;KAAE,CAAC,CAEvF;IAED,0CAA0C;IAC1C,UAAU,CAAC,IAAI,EAAE,aAAa,GAAG,OAAO,CAAC;QAAE,OAAO,EAAE,UAAU,CAAC;QAAC,YAAY,EAAE,UAAU,CAAA;KAAE,CAAC,CAE1F;YAEa,aAAa;IAiB3B,oFAAoF;IAC9E,MAAM;;;OAKX;IAEK,KAAK,IAAI,OAAO,CAAC,IAAI,CAAC,CAG3B;CACF"}
|
|
@@ -45,7 +45,10 @@ export class EdgarMirror {
|
|
|
45
45
|
description: 'TEXT',
|
|
46
46
|
units_json: 'TEXT',
|
|
47
47
|
},
|
|
48
|
-
|
|
48
|
+
// `(taxonomy, tag)` backs the cross-company frames scan; `cik` backs the
|
|
49
|
+
// per-filer companyfacts read. Both are created idempotently on open, so
|
|
50
|
+
// an already-synced store picks the second one up on next start.
|
|
51
|
+
indexes: [{ columns: ['taxonomy', 'tag'] }, { columns: ['cik'] }],
|
|
49
52
|
}),
|
|
50
53
|
sync: makeCompanyFactsSync({
|
|
51
54
|
userAgent: opts.userAgent,
|
|
@@ -103,6 +106,37 @@ export class EdgarMirror {
|
|
|
103
106
|
...(description !== undefined ? { description } : {}),
|
|
104
107
|
};
|
|
105
108
|
}
|
|
109
|
+
/**
|
|
110
|
+
* One company's complete fact set in `companyfacts` API shape, reassembled from
|
|
111
|
+
* every `(cik, taxonomy, tag)` row this filer has. Returns null when the mirror
|
|
112
|
+
* holds no row for the CIK. Assumes the layer is ready.
|
|
113
|
+
*
|
|
114
|
+
* Reads through the `cik` index — a point lookup per filer, not a scan of the
|
|
115
|
+
* whole store.
|
|
116
|
+
*/
|
|
117
|
+
async getCompanyFacts(cik) {
|
|
118
|
+
const padded = cik.padStart(10, '0');
|
|
119
|
+
const handle = await this.companyFacts.raw();
|
|
120
|
+
const rows = handle
|
|
121
|
+
.prepare(`SELECT taxonomy, tag, entity_name, label, description, units_json FROM ${COMPANY_CONCEPTS_TABLE} WHERE cik = ?`)
|
|
122
|
+
.all(padded);
|
|
123
|
+
if (rows.length === 0)
|
|
124
|
+
return null;
|
|
125
|
+
const facts = {};
|
|
126
|
+
for (const row of rows) {
|
|
127
|
+
let namespace = facts[row.taxonomy];
|
|
128
|
+
if (!namespace) {
|
|
129
|
+
namespace = {};
|
|
130
|
+
facts[row.taxonomy] = namespace;
|
|
131
|
+
}
|
|
132
|
+
namespace[row.tag] = {
|
|
133
|
+
label: row.label ?? row.tag,
|
|
134
|
+
units: JSON.parse(row.units_json),
|
|
135
|
+
...(row.description == null ? {} : { description: row.description }),
|
|
136
|
+
};
|
|
137
|
+
}
|
|
138
|
+
return { cik: Number(padded), entityName: rows[0]?.entity_name ?? '', facts };
|
|
139
|
+
}
|
|
106
140
|
/**
|
|
107
141
|
* Cross-company frame in `frames` API shape, assembled by scanning every company
|
|
108
142
|
* reporting (taxonomy, tag) and extracting the period's frame-aligned value.
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"edgar-mirror.js","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/edgar-mirror.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAE,IAAI,EAAE,MAAM,WAAW,CAAC;AACjC,OAAO,EACL,YAAY,EAMZ,iBAAiB,GAClB,MAAM,+BAA+B,CAAC;
|
|
1
|
+
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@@ -195,6 +195,26 @@ export interface CompanyConceptUnit {
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195
195
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start?: string;
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196
196
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val: number;
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197
197
|
}
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198
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+
/**
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199
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+
* One concept inside a companyfacts payload — the per-tag entry under
|
|
200
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+
* `facts[taxonomy][tag]`, carrying the same `units` map the companyconcept API
|
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201
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+
* returns for that tag on its own.
|
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202
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+
*/
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203
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+
export interface CompanyFactsConcept {
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204
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+
description?: string;
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205
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+
label?: string;
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206
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+
units: Record<string, CompanyConceptUnit[]>;
|
|
207
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+
}
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208
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+
/**
|
|
209
|
+
* XBRL companyfacts API response — every fact a filer has reported, keyed by
|
|
210
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+
* taxonomy then tag. The same payload shape appears as one `CIK*.json` entry
|
|
211
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+
* inside SEC's `companyfacts.zip` bulk archive, which the mirror ingests.
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212
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+
*/
|
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213
|
+
export interface CompanyFactsResponse {
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214
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+
cik?: number;
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215
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+
entityName?: string;
|
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216
|
+
facts: Record<string, Record<string, CompanyFactsConcept>>;
|
|
217
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+
}
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198
218
|
/** XBRL frames API response. */
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199
219
|
export interface FramesResponse {
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200
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ccp: string;
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@@ -1 +1 @@
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1
|
-
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|
|
1
|
+
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C1C,MAAM,MAAM,eAAe,GAAG,SAAS,GAAG,WAAW,GAAG,KAAK,CAAC;AAE9D,wFAAwF;AACxF,MAAM,WAAW,UAAU;IACzB,+FAA+F;IAC/F,IAAI,EAAE,MAAM,CAAC;IACb,8EAA8E;IAC9E,GAAG,EAAE,MAAM,CAAC;CACb;AAED,qCAAqC;AACrC,MAAM,WAAW,cAAc;IAC7B,KAAK,EAAE,YAAY,CAAC;IACpB;;;;OAIG;IACH,QAAQ,CAAC,EAAE,MAAM,EAAE,CAAC;IACpB,KAAK,EAAE,MAAM,CAAC;IACd;;;;;;;OAOG;IACH,WAAW,CAAC,EAAE,UAAU,EAAE,CAAC;IAC3B,IAAI,EAAE,MAAM,EAAE,CAAC;IACf,QAAQ,EAAE,eAAe,CAAC;IAC1B,IAAI,EAAE,MAAM,CAAC;CACd"}
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@cyanheads/secedgar-mcp-server",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.13.1",
|
|
4
4
|
"description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
|
|
5
5
|
"mcpName": "io.github.cyanheads/secedgar-mcp-server",
|
|
6
6
|
"type": "module",
|
package/server.json
CHANGED
|
@@ -6,7 +6,7 @@
|
|
|
6
6
|
"url": "https://github.com/cyanheads/secedgar-mcp-server",
|
|
7
7
|
"source": "github"
|
|
8
8
|
},
|
|
9
|
-
"version": "0.
|
|
9
|
+
"version": "0.13.1",
|
|
10
10
|
"remotes": [
|
|
11
11
|
{
|
|
12
12
|
"type": "streamable-http",
|
|
@@ -19,7 +19,7 @@
|
|
|
19
19
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
20
20
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
21
21
|
"runtimeHint": "bun",
|
|
22
|
-
"version": "0.
|
|
22
|
+
"version": "0.13.1",
|
|
23
23
|
"environmentVariables": [
|
|
24
24
|
{
|
|
25
25
|
"name": "EDGAR_USER_AGENT",
|
|
@@ -44,7 +44,7 @@
|
|
|
44
44
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
45
45
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
46
46
|
"runtimeHint": "bun",
|
|
47
|
-
"version": "0.
|
|
47
|
+
"version": "0.13.1",
|
|
48
48
|
"environmentVariables": [
|
|
49
49
|
{
|
|
50
50
|
"name": "EDGAR_USER_AGENT",
|