@cyanheads/secedgar-mcp-server 0.13.1 → 0.15.0

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (74) hide show
  1. package/README.md +63 -7
  2. package/dist/index.js +9 -1
  3. package/dist/index.js.map +1 -1
  4. package/dist/mcp-server/prompts/definitions/company-analysis.prompt.d.ts.map +1 -1
  5. package/dist/mcp-server/prompts/definitions/company-analysis.prompt.js +11 -7
  6. package/dist/mcp-server/prompts/definitions/company-analysis.prompt.js.map +1 -1
  7. package/dist/mcp-server/resources/definitions/filing-types.resource.d.ts.map +1 -1
  8. package/dist/mcp-server/resources/definitions/filing-types.resource.js +24 -2
  9. package/dist/mcp-server/resources/definitions/filing-types.resource.js.map +1 -1
  10. package/dist/mcp-server/tools/definitions/compare-companies.tool.d.ts.map +1 -1
  11. package/dist/mcp-server/tools/definitions/compare-companies.tool.js +25 -11
  12. package/dist/mcp-server/tools/definitions/compare-companies.tool.js.map +1 -1
  13. package/dist/mcp-server/tools/definitions/find-holders.tool.d.ts +61 -0
  14. package/dist/mcp-server/tools/definitions/find-holders.tool.d.ts.map +1 -0
  15. package/dist/mcp-server/tools/definitions/find-holders.tool.js +396 -0
  16. package/dist/mcp-server/tools/definitions/find-holders.tool.js.map +1 -0
  17. package/dist/mcp-server/tools/definitions/get-beneficial-owners.tool.d.ts +93 -0
  18. package/dist/mcp-server/tools/definitions/get-beneficial-owners.tool.d.ts.map +1 -0
  19. package/dist/mcp-server/tools/definitions/get-beneficial-owners.tool.js +457 -0
  20. package/dist/mcp-server/tools/definitions/get-beneficial-owners.tool.js.map +1 -0
  21. package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map +1 -1
  22. package/dist/mcp-server/tools/definitions/get-financials.tool.js +34 -17
  23. package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
  24. package/dist/mcp-server/tools/definitions/get-fund-holdings.tool.d.ts +88 -0
  25. package/dist/mcp-server/tools/definitions/get-fund-holdings.tool.d.ts.map +1 -0
  26. package/dist/mcp-server/tools/definitions/get-fund-holdings.tool.js +674 -0
  27. package/dist/mcp-server/tools/definitions/get-fund-holdings.tool.js.map +1 -0
  28. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts +3 -2
  29. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts.map +1 -1
  30. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js +11 -6
  31. package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js.map +1 -1
  32. package/dist/mcp-server/tools/definitions/get-material-events.tool.d.ts +63 -0
  33. package/dist/mcp-server/tools/definitions/get-material-events.tool.d.ts.map +1 -0
  34. package/dist/mcp-server/tools/definitions/get-material-events.tool.js +380 -0
  35. package/dist/mcp-server/tools/definitions/get-material-events.tool.js.map +1 -0
  36. package/dist/mcp-server/tools/definitions/get-snapshot.tool.d.ts.map +1 -1
  37. package/dist/mcp-server/tools/definitions/get-snapshot.tool.js +30 -8
  38. package/dist/mcp-server/tools/definitions/get-snapshot.tool.js.map +1 -1
  39. package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts +10 -13
  40. package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map +1 -1
  41. package/dist/mcp-server/tools/definitions/search-filings.tool.js +295 -133
  42. package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
  43. package/dist/services/edgar/beneficial-ownership-parser.d.ts +70 -0
  44. package/dist/services/edgar/beneficial-ownership-parser.d.ts.map +1 -0
  45. package/dist/services/edgar/beneficial-ownership-parser.js +157 -0
  46. package/dist/services/edgar/beneficial-ownership-parser.js.map +1 -0
  47. package/dist/services/edgar/concept-map.d.ts +3 -1
  48. package/dist/services/edgar/concept-map.d.ts.map +1 -1
  49. package/dist/services/edgar/concept-map.js +45 -5
  50. package/dist/services/edgar/concept-map.js.map +1 -1
  51. package/dist/services/edgar/concept-series.d.ts +94 -22
  52. package/dist/services/edgar/concept-series.d.ts.map +1 -1
  53. package/dist/services/edgar/concept-series.js +171 -33
  54. package/dist/services/edgar/concept-series.js.map +1 -1
  55. package/dist/services/edgar/edgar-api-service.d.ts +85 -0
  56. package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
  57. package/dist/services/edgar/edgar-api-service.js +153 -1
  58. package/dist/services/edgar/edgar-api-service.js.map +1 -1
  59. package/dist/services/edgar/eight-k-items.d.ts +62 -0
  60. package/dist/services/edgar/eight-k-items.d.ts.map +1 -0
  61. package/dist/services/edgar/eight-k-items.js +131 -0
  62. package/dist/services/edgar/eight-k-items.js.map +1 -0
  63. package/dist/services/edgar/nport-parser.d.ts +68 -0
  64. package/dist/services/edgar/nport-parser.d.ts.map +1 -0
  65. package/dist/services/edgar/nport-parser.js +102 -0
  66. package/dist/services/edgar/nport-parser.js.map +1 -0
  67. package/dist/services/edgar/types.d.ts +39 -0
  68. package/dist/services/edgar/types.d.ts.map +1 -1
  69. package/dist/services/edgar/xml-nodes.d.ts +31 -0
  70. package/dist/services/edgar/xml-nodes.d.ts.map +1 -0
  71. package/dist/services/edgar/xml-nodes.js +74 -0
  72. package/dist/services/edgar/xml-nodes.js.map +1 -0
  73. package/package.json +1 -1
  74. package/server.json +3 -3
package/README.md CHANGED
@@ -1,7 +1,7 @@
1
1
  <div align="center">
2
2
  <h1>@cyanheads/secedgar-mcp-server</h1>
3
3
  <p><b>Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.</b>
4
- <div>12 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div>
4
+ <div>16 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div>
5
5
  </p>
6
6
  </div>
7
7
 
@@ -29,7 +29,7 @@
29
29
 
30
30
  ## Tools
31
31
 
32
- Ten tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:
32
+ Fourteen tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:
33
33
 
34
34
  | Tool | Description |
35
35
  |:---|:---|
@@ -38,8 +38,12 @@ Ten tools for querying SEC EDGAR data, plus three for SQL analytics over the Duc
38
38
  | `secedgar_get_filing` | Fetch a specific filing's metadata and document content |
39
39
  | `secedgar_get_financials` | Get historical XBRL financial data for a company |
40
40
  | `secedgar_get_snapshot` | One-call financial profile — the latest value of every supported concept, grouped by statement |
41
+ | `secedgar_get_material_events` | 8-K filings with item codes decoded and filterable — earnings, officer changes, non-reliance |
41
42
  | `secedgar_get_insider_transactions` | Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML |
42
43
  | `secedgar_get_institutional_holdings` | 13F-HR quarterly institutional holdings parsed from the information table |
44
+ | `secedgar_find_holders` | Reverse 13F lookup — which institutional managers reported holding an issuer |
45
+ | `secedgar_get_beneficial_owners` | 5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings |
46
+ | `secedgar_get_fund_holdings` | ETF and mutual fund portfolio holdings from the quarterly NPORT-P report |
43
47
  | `secedgar_fetch_frames` | Fetch SEC XBRL frames for one concept × one period across all reporting companies |
44
48
  | `secedgar_compare_companies` | Compare named companies across several concepts, aligned on calendar periods |
45
49
  | `secedgar_search_concepts` | Discover supported XBRL concept names or reverse-lookup a raw tag |
@@ -68,7 +72,9 @@ Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS
68
72
  - Exact phrases (`"material weakness"`), boolean operators (`revenue OR income`), wildcards (`account*`)
69
73
  - Entity targeting within query string (`cik:320193` or `ticker:AAPL`) — scoped server-side by CIK, so filings made under a former company name (same CIK) are included
70
74
  - Browse mode: omit `query` to list filings by form type (`forms=["S-1"]`) and/or entity (`ticker:`/`cik:`), optionally narrowed by date — a bare date range is not a valid search and must be paired with forms or entity targeting
71
- - Pre-2001 date ranges (back to 1993) route to the archives: an entity-scoped range reads the filer's full submissions history; an unscoped forms/date range browses the quarterly full-index. A range straddling 2001-01-01 is rejected with a split instruction, and pre-2001 full-text (no entity scope) is unsupported. Each row carries a `source` field (`efts` / `submissions` / `full-index`), preserved into the `df_<id>` dataframe
75
+ - Pre-2001 date ranges (back to 1993) route to the archives: an entity-scoped range reads the filer's full submissions history; an unscoped forms/date range browses the quarterly full-index. Each row carries a `source` field (`efts` / `submissions` / `full-index`), preserved into the `df_<id>` dataframe
76
+ - Pre-2001 free text is matched by reading documents, so it needs `ticker:`/`cik:` scope to bound the work: the form + date pre-filter picks candidates, up to 50 are read, and `scan` reports candidates / scanned / matched rather than presenting a partial read as a complete one. SEC's request rate is the cost — roughly 5s for a full 50-document scan. Each read covers the whole accession `.txt` (pre-1997 filings expose no per-document URL), so a match can sit in an attached exhibit rather than the body of the requested form
77
+ - A range crossing 2001-01-01 is split at the boundary and merged: the full-text index serves 2001 onward, the archives serve the rest. `period_ending`, `ticker`, `file_description`, `sic`, and `location` exist only on `source: efts` rows, so a merged result carries them on some rows and not others
72
78
  - Date range filtering, form type filtering, pagination up to 10,000 results
73
79
  - Returns form distribution for narrowing follow-up searches
74
80
  - When the entity-scoped window exceeds the inline limit, the already-fetched EFTS window is materialized as a `df_<id>` dataframe — query it with `secedgar_dataframe_query`
@@ -134,7 +140,7 @@ Surface Form 4 / 4-A insider activity for a company by parsing ownership XML. Fo
134
140
 
135
141
  Surface 13F-HR quarterly institutional holdings by parsing the information table.
136
142
 
137
- - Pass the institutional filer (CIK or full legal name, e.g. `0000102909` for Vanguard) to see what it holds — reverse lookup from a portfolio company to its holders is not supported (EDGAR has no issuer→13F index); use `secedgar_search_filings` with `forms=["13F-HR"]` for issuer-side questions
143
+ - Pass the institutional filer (CIK or full legal name, e.g. `0000102909` for Vanguard) to see what it holds; for the reverse direction — which managers hold a given company — use `secedgar_find_holders`, whose `filer_cik` results feed straight back into this tool
138
144
  - Each holding: issuer name, CUSIP, market value (whole USD), shares/principal, and put/call; raw rows also carry investment discretion
139
145
  - Sub-lines for the same security (one per manager/account) are consolidated into distinct positions sorted by value by default — pass `consolidate: false` for raw filing rows
140
146
  - Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter with `quarter` (e.g. `"2025-Q4"`)
@@ -144,6 +150,56 @@ Surface 13F-HR quarterly institutional holdings by parsing the information table
144
150
 
145
151
  ---
146
152
 
153
+ ### `secedgar_find_holders`
154
+
155
+ Reverse 13F lookup: which institutional managers reported a position in an issuer, for one reporting quarter.
156
+
157
+ - Searching by `cusip` matches the identifier the 13F information table itself carries — the precise path. Louisiana-Pacific Q1 2026 returns 451 filings by CUSIP `546347105` against 43 by the phrase `"LOUISIANA-PACIFIC CORP"`; the name path both under-matches (managers write the name differently) and over-matches (an unrelated issuer sharing a word)
158
+ - A CUSIP is not derivable from a ticker anywhere in EDGAR — read one off any `secedgar_get_institutional_holdings` result, or fall back to the name path
159
+ - `quarter` targets a reporting period (`"2026-Q1"`); omit it for the newest quarter whose 45-day filing deadline has passed. The applied quarter and its filing window are echoed back
160
+ - Filings are kept by the period they report, not the date they were filed, so amendments restating an older quarter (roughly 6% of any window) do not land in the wrong quarter's holder list
161
+ - Up to 500 filer rows are fetched per call; `total_filings` reports the full count and `dataset.truncated` flags when more exist
162
+ - **The list is unranked.** EDGAR search relevance carries no signal about position size — read a manager's actual position by passing its `filer_cik` to `secedgar_get_institutional_holdings`
163
+
164
+ ---
165
+
166
+ ### `secedgar_get_beneficial_owners`
167
+
168
+ The 5%-and-over stakes in an issuer — the blockholder layer between Form 4 insiders and 13F portfolios. Input is the issuer, the company being held.
169
+
170
+ - 13D is the activist form and carries the filer's stated purpose of the transaction; 13G is the passive form and has no purpose item at all, which is the substantive difference between a stake that intends to influence control and one that does not. Filter with `form_kind`
171
+ - Every reporting person is listed separately. Voting power, dispositive power, and percent of class are reported per person even on a joint filing where several funds and their controlling principal report the same underlying shares — summing those percentages double-counts the position
172
+ - Coverage starts **2024-12-18**, when SEC replaced the legacy `SC 13D` / `SC 13G` text filings with structured XML under the current `SCHEDULE 13D` / `SCHEDULE 13G` names. Earlier stakes are readable but not parseable, and `legacy_filings_before_coverage` reports how many the issuer has — reach them with `secedgar_search_filings` and read them with `secedgar_get_filing`
173
+ - Amendments carry the current position and are included by default; `include_amendments=false` leaves only the filings that opened a position
174
+ - The full parsed set registers as a `df_<id>` dataframe at one row per reporting person, so it joins the insider and 13F dataframes on issuer CIK
175
+
176
+ ---
177
+
178
+ ### `secedgar_get_fund_holdings`
179
+
180
+ What an ETF or mutual fund owns, from the NPORT-P portfolio report it files each quarter — the inverse of the ownership tools, which answer who owns a company.
181
+
182
+ - Input is the fund: a ticker (`VOO`), an SEC fund series ID (`S000002839`), or a CIK. Fund trusts are indexed by ticker and series rather than by name, so name the registrant by CIK unless the fund itself trades under that name (`SPDR S&P 500 ETF Trust`)
183
+ - An NPORT-P covers exactly one fund series and a registrant trust files one report per series per period, so a trust running several funds needs the specific fund named. A registrant that resolves to more than one series comes back with the series listed, each with its ticker; one whose series carry no ticker is routed by reading the series off its newest report, because a trust's own filing history interleaves funds whose fiscal quarters end on different months
184
+ - Every result is dated to `report_period_date`. Reports publish roughly two months after the period they cover, so the holdings are the portfolio as of that date, not as of today; `publication_lag_days` states the gap. Target an earlier period with `report_date`, chosen from the `available_report_periods` in any response
185
+ - Positions carry the security name, CUSIP/ISIN/LEI where the filer reports them, share balance, USD value, and percent of net assets, alongside fund-level net assets, total assets, and total liabilities
186
+ - Positions come back largest first by percent of net assets, one page of `limit` rows from `offset`. A broad index fund reports thousands — Vanguard Total Stock Market's most recent report carries 3,524 — so the full report registers as a `df_<id>` dataframe for aggregation and for joining the 13F and insider dataframes on CUSIP
187
+
188
+ ---
189
+
190
+ ### `secedgar_get_material_events`
191
+
192
+ A company's 8-K history with item codes decoded and filterable — the only surface that can scope by what the event actually was rather than by form.
193
+
194
+ - Filter with `items` (e.g. `["2.02"]` for results of operations, `["5.02"]` for officer departures, `["4.02"]` for non-reliance); `secedgar_search_filings` and `secedgar_company_search` cannot see items at all
195
+ - Two numbering regimes are both accepted and decoded: the dotted scheme in force since 2004-08-23, and the single integers before it (legacy `12` is the ancestor of `2.02`, `9` of `7.01`). Decoding keys off the code's shape, so a filing straddling the changeover is never mis-decoded, and a window spanning it needs both codes in the filter
196
+ - `item_distribution` counts every code across the scanned window before the filter, so a zero-hit filter comes back with the items that *are* present rather than a dead end
197
+ - A date window pages into the older submissions archive, reaching 8-K filings that predate the ~1000-filing recent window; `history_scanned_through` discloses the scan depth
198
+ - The full decode table is in the `secedgar://filing-types` resource
199
+ - The full filtered set materializes as a `df_<id>` dataframe with item codes on every row — item frequency over time is one `secedgar_dataframe_query` away
200
+
201
+ ---
202
+
147
203
  ### `secedgar_fetch_frames`
148
204
 
149
205
  Fetch SEC XBRL frames for one concept × one period across all reporting companies.
@@ -185,7 +241,7 @@ Discover supported XBRL concept names before querying financials or cross-compan
185
241
 
186
242
  ### `secedgar_dataframe_describe` / `secedgar_dataframe_query` / `secedgar_dataframe_drop`
187
243
 
188
- 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.
244
+ In-conversation SQL analytics over the dataframes that `secedgar_fetch_frames`, `secedgar_compare_companies`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_material_events`, `secedgar_get_insider_transactions`, `secedgar_get_institutional_holdings`, and `secedgar_find_holders` 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.
189
245
 
190
246
  - **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.
191
247
  - **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.
@@ -196,7 +252,7 @@ In-conversation SQL analytics over the dataframes that `secedgar_fetch_frames`,
196
252
  | URI | Description |
197
253
  |:---|:---|
198
254
  | `secedgar://concepts` | Common XBRL financial concepts grouped by statement, mapping friendly names to XBRL tags |
199
- | `secedgar://filing-types` | Common SEC filing types with descriptions, cadence, and use cases |
255
+ | `secedgar://filing-types` | Common SEC filing types with descriptions, cadence, and use cases, plus the full 8-K item-code decode tables for both numbering regimes |
200
256
 
201
257
  ## Prompts
202
258
 
@@ -222,7 +278,7 @@ SEC EDGAR–specific:
222
278
  - Friendly XBRL concept name mapping with historical tag change handling
223
279
  - Searchable concept catalog with statement-group metadata and reverse XBRL tag lookup
224
280
  - HTML-to-text conversion for filing documents via `html-to-text`
225
- - 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`
281
+ - In-conversation SQL analytics: `secedgar_fetch_frames`, `secedgar_compare_companies`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_material_events`, `secedgar_get_insider_transactions`, `secedgar_get_institutional_holdings`, and `secedgar_find_holders` materialize their full result as a DuckDB-backed canvas dataframe queryable via `secedgar_dataframe_query`
226
282
  - No API keys required — SEC EDGAR is a free, public API
227
283
 
228
284
  ## Getting started
package/dist/index.js CHANGED
@@ -15,10 +15,14 @@ import { dataframeDescribeTool } from './mcp-server/tools/definitions/dataframe-
15
15
  import { dataframeDropTool } from './mcp-server/tools/definitions/dataframe-drop.tool.js';
16
16
  import { dataframeQueryTool } from './mcp-server/tools/definitions/dataframe-query.tool.js';
17
17
  import { fetchFramesTool } from './mcp-server/tools/definitions/fetch-frames.tool.js';
18
+ import { findHoldersTool } from './mcp-server/tools/definitions/find-holders.tool.js';
19
+ import { getBeneficialOwnersTool } from './mcp-server/tools/definitions/get-beneficial-owners.tool.js';
18
20
  import { getFilingTool } from './mcp-server/tools/definitions/get-filing.tool.js';
19
21
  import { getFinancialsTool } from './mcp-server/tools/definitions/get-financials.tool.js';
22
+ import { getFundHoldingsTool } from './mcp-server/tools/definitions/get-fund-holdings.tool.js';
20
23
  import { getInsiderTransactionsTool } from './mcp-server/tools/definitions/get-insider-transactions.tool.js';
21
24
  import { getInstitutionalHoldingsTool } from './mcp-server/tools/definitions/get-institutional-holdings.tool.js';
25
+ import { getMaterialEventsTool } from './mcp-server/tools/definitions/get-material-events.tool.js';
22
26
  import { getSnapshotTool } from './mcp-server/tools/definitions/get-snapshot.tool.js';
23
27
  import { searchConceptsTool } from './mcp-server/tools/definitions/search-concepts.tool.js';
24
28
  import { searchFilingsTool } from './mcp-server/tools/definitions/search-filings.tool.js';
@@ -43,8 +47,12 @@ await createApp({
43
47
  getFilingTool,
44
48
  getFinancialsTool,
45
49
  getSnapshotTool,
50
+ getMaterialEventsTool,
46
51
  getInsiderTransactionsTool,
47
52
  getInstitutionalHoldingsTool,
53
+ findHoldersTool,
54
+ getBeneficialOwnersTool,
55
+ getFundHoldingsTool,
48
56
  fetchFramesTool,
49
57
  compareCompaniesTool,
50
58
  searchConceptsTool,
@@ -54,7 +62,7 @@ await createApp({
54
62
  ],
55
63
  resources: [conceptsResource, filingTypesResource],
56
64
  prompts: [companyAnalysisPrompt],
57
- 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.',
65
+ 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. For 8-K material events, secedgar_get_material_events filters a company\'s 8-K history by item code (2.02 results, 5.02 officer changes, 4.02 non-reliance). Ownership runs in both directions: secedgar_get_institutional_holdings takes a 13F manager and returns its portfolio, secedgar_find_holders takes an issuer and returns the managers reporting it, and secedgar_get_beneficial_owners takes an issuer and returns its 5%-and-over blockholders from the structured SCHEDULE 13D/13G filings (2024-12-18 onward). For funds, secedgar_get_fund_holdings takes an ETF or mutual fund and returns the portfolio from its quarterly NPORT-P report, which is dated to the reporting period rather than to today. 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.',
58
66
  async setup(core) {
59
67
  initEdgarApiService();
60
68
  initCanvasBridge(core.canvas);
package/dist/index.js.map CHANGED
@@ -1 +1 @@
1
- {"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AACA;;;GAGG;AAEH,OAAO,EAAE,SAAS,EAAE,MAAM,wBAAwB,CAAC;AACnD,OAAO,EAAE,qBAAqB,EAAE,WAAW,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AACpG,OAAO,EAAE,eAAe,EAAE,MAAM,2BAA2B,CAAC;AAC5D,OAAO,EAAE,qBAAqB,EAAE,MAAM,6DAA6D,CAAC;AACpG,OAAO,EAAE,gBAAgB,EAAE,MAAM,yDAAyD,CAAC;AAC3F,OAAO,EAAE,mBAAmB,EAAE,MAAM,6DAA6D,CAAC;AAClG,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,oBAAoB,EAAE,MAAM,0DAA0D,CAAC;AAChG,OAAO,EAAE,qBAAqB,EAAE,MAAM,2DAA2D,CAAC;AAClG,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,kBAAkB,EAAE,MAAM,wDAAwD,CAAC;AAC5F,OAAO,EAAE,eAAe,EAAE,MAAM,qDAAqD,CAAC;AACtF,OAAO,EAAE,aAAa,EAAE,MAAM,mDAAmD,CAAC;AAClF,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,0BAA0B,EAAE,MAAM,iEAAiE,CAAC;AAC7G,OAAO,EAAE,4BAA4B,EAAE,MAAM,mEAAmE,CAAC;AACjH,OAAO,EAAE,eAAe,EAAE,MAAM,qDAAqD,CAAC;AACtF,OAAO,EAAE,kBAAkB,EAAE,MAAM,wDAAwD,CAAC;AAC5F,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,gBAAgB,EAAE,MAAM,2CAA2C,CAAC;AAC7E,OAAO,EAAE,mBAAmB,EAAE,MAAM,uCAAuC,CAAC;AAC5E,OAAO,EAAE,eAAe,EAAE,MAAM,kCAAkC,CAAC;AAEnE,4EAA4E;AAC5E,4EAA4E;AAC5E,0EAA0E;AAC1E,oEAAoE;AACpE,OAAO,CAAC,GAAG,CAAC,oBAAoB,KAAK,QAAQ,CAAC;AAE9C,6EAA6E;AAC7E,8EAA8E;AAC9E,gBAAgB;AAChB,MAAM,WAAW,GAAG,eAAe,EAAE,CAAC,oBAAoB,CAAC;AAE3D,MAAM,SAAS,CAAC;IACd,IAAI,EAAE,qBAAqB;IAC3B,KAAK,EAAE,qBAAqB;IAC5B,KAAK,EAAE;QACL,iBAAiB;QACjB,iBAAiB;QACjB,aAAa;QACb,iBAAiB;QACjB,eAAe;QACf,0BAA0B;QAC1B,4BAA4B;QAC5B,eAAe;QACf,oBAAoB;QACpB,kBAAkB;QAClB,qBAAqB;QACrB,kBAAkB;QAClB,GAAG,CAAC,WAAW,CAAC,CAAC,CAAC,CAAC,iBAAiB,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC;KAC5C;IACD,SAAS,EAAE,CAAC,gBAAgB,EAAE,mBAAmB,CAAC;IAClD,OAAO,EAAE,CAAC,qBAAqB,CAAC;IAChC,YAAY,EACV,wlCAAwlC;IAC1lC,KAAK,CAAC,KAAK,CAAC,IAAI;QACd,mBAAmB,EAAE,CAAC;QACtB,gBAAgB,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC;QAE9B,8EAA8E;QAC9E,8EAA8E;QAC9E,uDAAuD;QACvD,MAAM,GAAG,GAAG,eAAe,EAAE,CAAC;QAC9B,IAAI,GAAG,CAAC,aAAa,IAAI,WAAW,CAAC,MAAM,IAAI,CAAC,WAAW,CAAC,YAAY,EAAE,CAAC;YACzE,MAAM,MAAM,GAAG,eAAe,CAAC,EAAE,GAAG,EAAE,GAAG,CAAC,UAAU,EAAE,SAAS,EAAE,GAAG,CAAC,SAAS,EAAE,CAAC,CAAC;YAElF,8EAA8E;YAC9E,+EAA+E;YAC/E,MAAM,SAAS,GAAG,IAAI,CAAC,MAAM,EAAE,gBAAgB,IAAI,OAAO,CAAC;YAC3D,IAAI,GAAG,CAAC,iBAAiB,IAAI,SAAS,KAAK,MAAM,EAAE,CAAC;gBAClD,MAAM,OAAO,GAAG,qBAAqB,CAAC,oBAAoB,CAAC;oBACzD,SAAS,EAAE,2BAA2B;iBACvC,CAAC,CAAC;gBACH,wEAAwE;gBACxE,2EAA2E;gBAC3E,0EAA0E;gBAC1E,0EAA0E;gBAC1E,IAAI,CAAC;oBACH,IAAI,CAAC,MAAM,CAAC,IAAI,CAAC,iCAAiC,EAAE;wBAClD,GAAG,OAAO;wBACV,IAAI,EAAE,GAAG,CAAC,iBAAiB;qBAC5B,CAAC,CAAC;oBACH,MAAM,gBAAgB,CAAC,QAAQ,CAC7B,sBAAsB,EACtB,GAAG,CAAC,iBAAiB,EACrB,KAAK,EAAE,MAAM,EAAE,EAAE;wBACf,IAAI,CAAC;4BACH,MAAM,MAAM,GAAG,MAAM,MAAM,CAAC,UAAU,CAAC;gCACrC,MAAM,EAAE,WAAW,CAAC,OAAO,CAAC,CAAC,GAAG,EAAE,GAAG,MAAM,CAAC;6BAC7C,CAAC,CAAC;4BACH,IAAI,CAAC,MAAM,CAAC,IAAI,CAAC,+BAA+B,EAAE,EAAE,GAAG,MAAM,EAAE,GAAG,MAAM,EAAE,CAAC,CAAC;wBAC9E,CAAC;wBAAC,OAAO,GAAG,EAAE,CAAC;4BACb,IAAI,CAAC,MAAM,CAAC,KAAK,CAAC,6BAA6B,EAAE;gCAC/C,GAAG,MAAM;gCACT,KAAK,EAAE,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC;6BACxD,CAAC,CAAC;wBACL,CAAC;oBACH,CAAC,EACD,0FAA0F,CAC3F,CAAC;oBACF,gBAAgB,CAAC,KAAK,CAAC,sBAAsB,CAAC,CAAC;gBACjD,CAAC;gBAAC,OAAO,GAAG,EAAE,CAAC;oBACb,IAAI,CAAC,MAAM,CAAC,OAAO,CACjB,sIAAsI,EACtI;wBACE,GAAG,OAAO;wBACV,KAAK,EAAE,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC;qBACxD,CACF,CAAC;gBACJ,CAAC;YACH,CAAC;QACH,CAAC;IACH,CAAC;CACF,CAAC,CAAC"}
1
+ {"version":3,"file":"index.js","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":";AACA;;;GAGG;AAEH,OAAO,EAAE,SAAS,EAAE,MAAM,wBAAwB,CAAC;AACnD,OAAO,EAAE,qBAAqB,EAAE,WAAW,EAAE,gBAAgB,EAAE,MAAM,8BAA8B,CAAC;AACpG,OAAO,EAAE,eAAe,EAAE,MAAM,2BAA2B,CAAC;AAC5D,OAAO,EAAE,qBAAqB,EAAE,MAAM,6DAA6D,CAAC;AACpG,OAAO,EAAE,gBAAgB,EAAE,MAAM,yDAAyD,CAAC;AAC3F,OAAO,EAAE,mBAAmB,EAAE,MAAM,6DAA6D,CAAC;AAClG,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,oBAAoB,EAAE,MAAM,0DAA0D,CAAC;AAChG,OAAO,EAAE,qBAAqB,EAAE,MAAM,2DAA2D,CAAC;AAClG,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,kBAAkB,EAAE,MAAM,wDAAwD,CAAC;AAC5F,OAAO,EAAE,eAAe,EAAE,MAAM,qDAAqD,CAAC;AACtF,OAAO,EAAE,eAAe,EAAE,MAAM,qDAAqD,CAAC;AACtF,OAAO,EAAE,uBAAuB,EAAE,MAAM,8DAA8D,CAAC;AACvG,OAAO,EAAE,aAAa,EAAE,MAAM,mDAAmD,CAAC;AAClF,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,mBAAmB,EAAE,MAAM,0DAA0D,CAAC;AAC/F,OAAO,EAAE,0BAA0B,EAAE,MAAM,iEAAiE,CAAC;AAC7G,OAAO,EAAE,4BAA4B,EAAE,MAAM,mEAAmE,CAAC;AACjH,OAAO,EAAE,qBAAqB,EAAE,MAAM,4DAA4D,CAAC;AACnG,OAAO,EAAE,eAAe,EAAE,MAAM,qDAAqD,CAAC;AACtF,OAAO,EAAE,kBAAkB,EAAE,MAAM,wDAAwD,CAAC;AAC5F,OAAO,EAAE,iBAAiB,EAAE,MAAM,uDAAuD,CAAC;AAC1F,OAAO,EAAE,gBAAgB,EAAE,MAAM,2CAA2C,CAAC;AAC7E,OAAO,EAAE,mBAAmB,EAAE,MAAM,uCAAuC,CAAC;AAC5E,OAAO,EAAE,eAAe,EAAE,MAAM,kCAAkC,CAAC;AAEnE,4EAA4E;AAC5E,4EAA4E;AAC5E,0EAA0E;AAC1E,oEAAoE;AACpE,OAAO,CAAC,GAAG,CAAC,oBAAoB,KAAK,QAAQ,CAAC;AAE9C,6EAA6E;AAC7E,8EAA8E;AAC9E,gBAAgB;AAChB,MAAM,WAAW,GAAG,eAAe,EAAE,CAAC,oBAAoB,CAAC;AAE3D,MAAM,SAAS,CAAC;IACd,IAAI,EAAE,qBAAqB;IAC3B,KAAK,EAAE,qBAAqB;IAC5B,KAAK,EAAE;QACL,iBAAiB;QACjB,iBAAiB;QACjB,aAAa;QACb,iBAAiB;QACjB,eAAe;QACf,qBAAqB;QACrB,0BAA0B;QAC1B,4BAA4B;QAC5B,eAAe;QACf,uBAAuB;QACvB,mBAAmB;QACnB,eAAe;QACf,oBAAoB;QACpB,kBAAkB;QAClB,qBAAqB;QACrB,kBAAkB;QAClB,GAAG,CAAC,WAAW,CAAC,CAAC,CAAC,CAAC,iBAAiB,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC;KAC5C;IACD,SAAS,EAAE,CAAC,gBAAgB,EAAE,mBAAmB,CAAC;IAClD,OAAO,EAAE,CAAC,qBAAqB,CAAC;IAChC,YAAY,EACV,kxDAAkxD;IACpxD,KAAK,CAAC,KAAK,CAAC,IAAI;QACd,mBAAmB,EAAE,CAAC;QACtB,gBAAgB,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC;QAE9B,8EAA8E;QAC9E,8EAA8E;QAC9E,uDAAuD;QACvD,MAAM,GAAG,GAAG,eAAe,EAAE,CAAC;QAC9B,IAAI,GAAG,CAAC,aAAa,IAAI,WAAW,CAAC,MAAM,IAAI,CAAC,WAAW,CAAC,YAAY,EAAE,CAAC;YACzE,MAAM,MAAM,GAAG,eAAe,CAAC,EAAE,GAAG,EAAE,GAAG,CAAC,UAAU,EAAE,SAAS,EAAE,GAAG,CAAC,SAAS,EAAE,CAAC,CAAC;YAElF,8EAA8E;YAC9E,+EAA+E;YAC/E,MAAM,SAAS,GAAG,IAAI,CAAC,MAAM,EAAE,gBAAgB,IAAI,OAAO,CAAC;YAC3D,IAAI,GAAG,CAAC,iBAAiB,IAAI,SAAS,KAAK,MAAM,EAAE,CAAC;gBAClD,MAAM,OAAO,GAAG,qBAAqB,CAAC,oBAAoB,CAAC;oBACzD,SAAS,EAAE,2BAA2B;iBACvC,CAAC,CAAC;gBACH,wEAAwE;gBACxE,2EAA2E;gBAC3E,0EAA0E;gBAC1E,0EAA0E;gBAC1E,IAAI,CAAC;oBACH,IAAI,CAAC,MAAM,CAAC,IAAI,CAAC,iCAAiC,EAAE;wBAClD,GAAG,OAAO;wBACV,IAAI,EAAE,GAAG,CAAC,iBAAiB;qBAC5B,CAAC,CAAC;oBACH,MAAM,gBAAgB,CAAC,QAAQ,CAC7B,sBAAsB,EACtB,GAAG,CAAC,iBAAiB,EACrB,KAAK,EAAE,MAAM,EAAE,EAAE;wBACf,IAAI,CAAC;4BACH,MAAM,MAAM,GAAG,MAAM,MAAM,CAAC,UAAU,CAAC;gCACrC,MAAM,EAAE,WAAW,CAAC,OAAO,CAAC,CAAC,GAAG,EAAE,GAAG,MAAM,CAAC;6BAC7C,CAAC,CAAC;4BACH,IAAI,CAAC,MAAM,CAAC,IAAI,CAAC,+BAA+B,EAAE,EAAE,GAAG,MAAM,EAAE,GAAG,MAAM,EAAE,CAAC,CAAC;wBAC9E,CAAC;wBAAC,OAAO,GAAG,EAAE,CAAC;4BACb,IAAI,CAAC,MAAM,CAAC,KAAK,CAAC,6BAA6B,EAAE;gCAC/C,GAAG,MAAM;gCACT,KAAK,EAAE,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC;6BACxD,CAAC,CAAC;wBACL,CAAC;oBACH,CAAC,EACD,0FAA0F,CAC3F,CAAC;oBACF,gBAAgB,CAAC,KAAK,CAAC,sBAAsB,CAAC,CAAC;gBACjD,CAAC;gBAAC,OAAO,GAAG,EAAE,CAAC;oBACb,IAAI,CAAC,MAAM,CAAC,OAAO,CACjB,sIAAsI,EACtI;wBACE,GAAG,OAAO;wBACV,KAAK,EAAE,GAAG,YAAY,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,OAAO,CAAC,CAAC,CAAC,MAAM,CAAC,GAAG,CAAC;qBACxD,CACF,CAAC;gBACJ,CAAC;YACH,CAAC;QACH,CAAC;IACH,CAAC;CACF,CAAC,CAAC"}
@@ -1 +1 @@
1
- {"version":3,"file":"company-analysis.prompt.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAU,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,eAAO,MAAM,qBAAqB;;;kBA2EhC,CAAC"}
1
+ {"version":3,"file":"company-analysis.prompt.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAU,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,eAAO,MAAM,qBAAqB;;;kBAmFhC,CAAC"}
@@ -13,24 +13,28 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
13
13
  .describe('Specific areas to focus on (e.g., "revenue growth, debt levels, insider activity"). If omitted, performs a general analysis.'),
14
14
  }),
15
15
  generate: (args) => {
16
- // Route ownership-focused analyses to the purpose-built ownership tools (#75).
17
- // "ownership" is generic, so it surfaces both the insider and institutional steps;
18
- // the baseline financial/filing/event/peer workflow is unchanged, and
16
+ // Route ownership-focused analyses to the purpose-built ownership tools (#75, #83).
17
+ // "ownership" is generic, so it surfaces the insider, institutional, and blockholder
18
+ // steps together; the baseline financial/filing/event/peer workflow is unchanged, and
19
19
  // secedgar_search_filings stays the fallback for broad discovery.
20
20
  const focus = (args.focus_areas ?? '').toLowerCase();
21
21
  const wantsInsider = /insider|management transaction|ownership/.test(focus);
22
22
  const wantsInstitutional = /institutional|13[\s-]?f|ownership/.test(focus);
23
+ const wantsBlockholders = /blockholder|activist|beneficial|13[\s-]?[dg]|stake|ownership/.test(focus);
23
24
  const steps = [
24
25
  '**Company Identification** — Use `secedgar_company_search` to resolve the company and review recent filings.',
25
26
  '**Financial Trends** — Use `secedgar_get_financials` to pull key metrics (revenue, net_income, eps_diluted, assets, debt, operating_cash_flow) and identify trends over the last 3-5 years.',
26
27
  '**Recent Filings Review** — Use `secedgar_get_filing` to read the most recent 10-K or 10-Q for qualitative insights (risk factors, MD&A, business overview).',
27
- '**Material Events** — Use `secedgar_search_filings` (or call `secedgar_company_search` with `form_types: ["8-K"]`) to surface recent material events (M&A, leadership changes, earnings surprises).',
28
+ '**Material Events** — Use `secedgar_get_material_events` to surface recent 8-K filings with their item codes decoded, narrowing to the events that matter (`items: ["1.01"]` for material agreements, `["2.02"]` for results, `["5.02"]` for officer changes, `["4.02"]` for non-reliance).',
28
29
  ];
29
30
  if (wantsInsider) {
30
31
  steps.push('**Insider Activity** — Use `secedgar_get_insider_transactions` to review Form 4 / 4-A transactions by officers, directors, and 10% owners (buys, sells, grants, exercises). It does not cover Form 3 initial statements or Form 5 annual statements — reach those with `secedgar_search_filings` (`forms: ["3", "5"]`) plus `secedgar_get_filing`.');
31
32
  }
32
33
  if (wantsInstitutional) {
33
- steps.push("**Institutional Ownership** — Use `secedgar_get_institutional_holdings` for a 13F filer's reported positions (pass the institutional manager, not the issuer — EDGAR has no issuer-to-holder index).");
34
+ steps.push("**Institutional Ownership** — Use `secedgar_find_holders` to list the managers reporting a position in this company, then `secedgar_get_institutional_holdings` with a returned `filer_cik` to read that manager's reported position. `secedgar_get_institutional_holdings` takes the manager, never the issuer.");
35
+ }
36
+ if (wantsBlockholders) {
37
+ steps.push("**Blockholders** — Use `secedgar_get_beneficial_owners` for the 5%-and-over stakes, reading each reporting person separately (percent of class is per person, so joint filers do not sum). A 13D carries the holder's stated purpose of the transaction; a 13G is the passive form and has none. Structured coverage starts 2024-12-18 — the response counts the earlier text filings, which `secedgar_search_filings` finds and `secedgar_get_filing` reads.");
34
38
  }
35
39
  steps.push('**Industry Context** — Use `secedgar_fetch_frames` to compare key metrics against peers.');
36
40
  const findings = [
@@ -39,8 +43,8 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
39
43
  '- **Risk Factors** — material risks from latest filings',
40
44
  '- **Recent Events** — notable 8-K filings and their significance',
41
45
  ];
42
- if (wantsInsider || wantsInstitutional) {
43
- findings.push('- **Ownership Activity** — insider transactions and/or institutional holdings for the focus');
46
+ if (wantsInsider || wantsInstitutional || wantsBlockholders) {
47
+ findings.push('- **Ownership Activity** — insider transactions, institutional holdings, and/or 5%+ blockholders for the focus');
44
48
  }
45
49
  findings.push('- **Peer Comparison** — how the company stacks up on key metrics');
46
50
  findings.push('- **Key Takeaways** — 3-5 bullet points summarizing the analysis');
@@ -1 +1 @@
1
- {"version":3,"file":"company-analysis.prompt.js","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,MAAM,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,MAAM,CAAC,MAAM,qBAAqB,GAAG,MAAM,CAAC,2BAA2B,EAAE;IACvE,WAAW,EAAE,mKAAmK;IAEhL,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC;QACb,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACtF,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,8HAA8H,CAC/H;KACJ,CAAC;IAEF,QAAQ,EAAE,CAAC,IAAI,EAAE,EAAE;QACjB,+EAA+E;QAC/E,mFAAmF;QACnF,sEAAsE;QACtE,kEAAkE;QAClE,MAAM,KAAK,GAAG,CAAC,IAAI,CAAC,WAAW,IAAI,EAAE,CAAC,CAAC,WAAW,EAAE,CAAC;QACrD,MAAM,YAAY,GAAG,0CAA0C,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC5E,MAAM,kBAAkB,GAAG,mCAAmC,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAE3E,MAAM,KAAK,GAAa;YACtB,8GAA8G;YAC9G,6LAA6L;YAC7L,8JAA8J;YAC9J,qMAAqM;SACtM,CAAC;QACF,IAAI,YAAY,EAAE,CAAC;YACjB,KAAK,CAAC,IAAI,CACR,oVAAoV,CACrV,CAAC;QACJ,CAAC;QACD,IAAI,kBAAkB,EAAE,CAAC;YACvB,KAAK,CAAC,IAAI,CACR,sMAAsM,CACvM,CAAC;QACJ,CAAC;QACD,KAAK,CAAC,IAAI,CACR,0FAA0F,CAC3F,CAAC;QAEF,MAAM,QAAQ,GAAa;YACzB,gEAAgE;YAChE,yDAAyD;YACzD,yDAAyD;YACzD,kEAAkE;SACnE,CAAC;QACF,IAAI,YAAY,IAAI,kBAAkB,EAAE,CAAC;YACvC,QAAQ,CAAC,IAAI,CACX,6FAA6F,CAC9F,CAAC;QACJ,CAAC;QACD,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAClF,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAElF,OAAO;YACL;gBACE,IAAI,EAAE,MAAM;gBACZ,OAAO,EAAE;oBACP,IAAI,EAAE,MAAM;oBACZ,IAAI,EAAE;wBACJ,iCAAiC,IAAI,CAAC,OAAO,KAAK,IAAI,CAAC,WAAW,CAAC,CAAC,CAAC,qBAAqB,IAAI,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,GAAG;wBACpH,EAAE;wBACF,kCAAkC;wBAClC,EAAE;wBACF,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,GAAG,CAAC,KAAK,IAAI,EAAE,CAAC;wBAC9C,EAAE;wBACF,sBAAsB;wBACtB,GAAG,QAAQ;qBACZ,CAAC,IAAI,CAAC,IAAI,CAAC;iBACb;aACF;SACF,CAAC;IACJ,CAAC;CACF,CAAC,CAAC"}
1
+ {"version":3,"file":"company-analysis.prompt.js","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,MAAM,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,MAAM,CAAC,MAAM,qBAAqB,GAAG,MAAM,CAAC,2BAA2B,EAAE;IACvE,WAAW,EAAE,mKAAmK;IAEhL,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC;QACb,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACtF,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,8HAA8H,CAC/H;KACJ,CAAC;IAEF,QAAQ,EAAE,CAAC,IAAI,EAAE,EAAE;QACjB,oFAAoF;QACpF,qFAAqF;QACrF,sFAAsF;QACtF,kEAAkE;QAClE,MAAM,KAAK,GAAG,CAAC,IAAI,CAAC,WAAW,IAAI,EAAE,CAAC,CAAC,WAAW,EAAE,CAAC;QACrD,MAAM,YAAY,GAAG,0CAA0C,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC5E,MAAM,kBAAkB,GAAG,mCAAmC,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC3E,MAAM,iBAAiB,GAAG,8DAA8D,CAAC,IAAI,CAC3F,KAAK,CACN,CAAC;QAEF,MAAM,KAAK,GAAa;YACtB,8GAA8G;YAC9G,6LAA6L;YAC7L,8JAA8J;YAC9J,6RAA6R;SAC9R,CAAC;QACF,IAAI,YAAY,EAAE,CAAC;YACjB,KAAK,CAAC,IAAI,CACR,oVAAoV,CACrV,CAAC;QACJ,CAAC;QACD,IAAI,kBAAkB,EAAE,CAAC;YACvB,KAAK,CAAC,IAAI,CACR,kTAAkT,CACnT,CAAC;QACJ,CAAC;QACD,IAAI,iBAAiB,EAAE,CAAC;YACtB,KAAK,CAAC,IAAI,CACR,+bAA+b,CAChc,CAAC;QACJ,CAAC;QACD,KAAK,CAAC,IAAI,CACR,0FAA0F,CAC3F,CAAC;QAEF,MAAM,QAAQ,GAAa;YACzB,gEAAgE;YAChE,yDAAyD;YACzD,yDAAyD;YACzD,kEAAkE;SACnE,CAAC;QACF,IAAI,YAAY,IAAI,kBAAkB,IAAI,iBAAiB,EAAE,CAAC;YAC5D,QAAQ,CAAC,IAAI,CACX,gHAAgH,CACjH,CAAC;QACJ,CAAC;QACD,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAClF,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAElF,OAAO;YACL;gBACE,IAAI,EAAE,MAAM;gBACZ,OAAO,EAAE;oBACP,IAAI,EAAE,MAAM;oBACZ,IAAI,EAAE;wBACJ,iCAAiC,IAAI,CAAC,OAAO,KAAK,IAAI,CAAC,WAAW,CAAC,CAAC,CAAC,qBAAqB,IAAI,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,GAAG;wBACpH,EAAE;wBACF,kCAAkC;wBAClC,EAAE;wBACF,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,GAAG,CAAC,KAAK,IAAI,EAAE,CAAC;wBAC9C,EAAE;wBACF,sBAAsB;wBACtB,GAAG,QAAQ;qBACZ,CAAC,IAAI,CAAC,IAAI,CAAC;iBACb;aACF;SACF,CAAC;IACJ,CAAC;CACF,CAAC,CAAC"}
@@ -1 +1 @@
1
- {"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAsEH,eAAO,MAAM,mBAAmB;;wDAkC9B,CAAC"}
1
+ {"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAmFH,eAAO,MAAM,mBAAmB;;wDAsE9B,CAAC"}
@@ -3,6 +3,7 @@
3
3
  * @module mcp-server/resources/definitions/filing-types
4
4
  */
5
5
  import { resource } from '@cyanheads/mcp-ts-core';
6
+ import { CURRENT_EIGHT_K_ITEMS, EIGHT_K_RENUMBERING_DATE, EIGHT_K_SECTIONS, LEGACY_EIGHT_K_ITEMS, } from '../../../services/edgar/eight-k-items.js';
6
7
  const FILING_TYPES = [
7
8
  {
8
9
  form: '10-K',
@@ -19,7 +20,7 @@ const FILING_TYPES = [
19
20
  {
20
21
  form: '8-K',
21
22
  cadence: 'Event-driven',
22
- description: 'Current report for material events: M&A (1.01), earnings (2.02), exec changes (5.02).',
23
+ description: 'Current report for material events, scoped by item code (see the item tables below).',
23
24
  use_cases: 'Breaking news, material events, earnings announcements',
24
25
  },
25
26
  {
@@ -52,6 +53,12 @@ const FILING_TYPES = [
52
53
  description: 'Beneficial ownership report for 5%+ passive investors.',
53
54
  use_cases: 'Passive institutional ownership tracking',
54
55
  },
56
+ {
57
+ form: 'NPORT-P',
58
+ cadence: 'Quarterly, per fund series',
59
+ description: 'Registered fund portfolio report: every position with value, share balance, and percent of net assets. One report per fund series, published on a roughly two-month lag.',
60
+ use_cases: 'ETF and mutual fund holdings, fund overlap and concentration analysis',
61
+ },
55
62
  {
56
63
  form: 'S-1',
57
64
  cadence: 'One-time',
@@ -67,7 +74,7 @@ const FILING_TYPES = [
67
74
  ];
68
75
  export const filingTypesResource = resource('secedgar://filing-types', {
69
76
  name: 'SEC Filing Types',
70
- description: 'Reference list of common SEC filing types with descriptions, cadence, and typical use cases. Helps choose the forms parameter for secedgar_search_filings or the form_types filter for secedgar_company_search.',
77
+ description: 'Reference list of common SEC filing types with descriptions, cadence, and typical use cases, plus the full 8-K item-code decode tables for both numbering regimes. Helps choose the forms parameter for secedgar_search_filings, the form_types filter for secedgar_company_search, or the items filter for secedgar_get_material_events.',
71
78
  mimeType: 'text/markdown',
72
79
  handler(_params, _ctx) {
73
80
  const lines = ['# SEC Filing Types', ''];
@@ -78,6 +85,21 @@ export const filingTypesResource = resource('secedgar://filing-types', {
78
85
  lines.push(`| **${ft.form}** | ${ft.cadence} | ${ft.description} | ${ft.use_cases} |`);
79
86
  }
80
87
  lines.push('', '> **Beneficial-ownership form names (December 2024 transition):** 5%+ ownership filings now use the structured form names `SCHEDULE 13D` / `SCHEDULE 13G` (with a `primary_doc.xml`). The legacy `SC 13D` / `SC 13G` names stopped appearing on new filings, so filter EFTS (`secedgar_search_filings` forms) on the current names to reach recent filings.');
88
+ lines.push('', '## 8-K item codes', '', `An 8-K reports one or more numbered items, and the item is what identifies the event. Pass these codes to \`secedgar_get_material_events\` (\`items\` filter). SEC replaced the original single-integer numbering with the dotted scheme effective **${EIGHT_K_RENUMBERING_DATE}**; the two vocabularies are disjoint, so a filter of dotted codes never matches a pre-changeover filing and vice versa.`, '', `### Current numbering (${EIGHT_K_RENUMBERING_DATE} onward)`, '', '| Item | Title |', '|:-----|:------|');
89
+ let currentSection = '';
90
+ for (const [code, label] of Object.entries(CURRENT_EIGHT_K_ITEMS)) {
91
+ const section = EIGHT_K_SECTIONS[code.slice(0, 1)];
92
+ if (section && section !== currentSection) {
93
+ currentSection = section;
94
+ lines.push(`| | *Section ${code.slice(0, 1)} — ${section}* |`);
95
+ }
96
+ lines.push(`| \`${code}\` | ${label} |`);
97
+ }
98
+ lines.push('', `### Legacy numbering (before ${EIGHT_K_RENUMBERING_DATE})`, '', '| Item | Title |', '|:-----|:------|');
99
+ for (const [code, label] of Object.entries(LEGACY_EIGHT_K_ITEMS)) {
100
+ lines.push(`| \`${code}\` | ${label} |`);
101
+ }
102
+ lines.push('', "> Legacy item 12 is the ancestor of today's 2.02 (results of operations), item 9 of today's 7.01 (Regulation FD), and item 7 of today's 9.01 (financial statements and exhibits). Items 10-12 were added in 2002-2003 and retired at the changeover along with the rest.");
81
103
  return lines.join('\n');
82
104
  },
83
105
  list: async () => ({
@@ -1 +1 @@
1
- {"version":3,"file":"filing-types.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAElD,MAAM,YAAY,GAAG;IACnB;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EACT,mFAAmF;QACrF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,mBAAmB;QAC5B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,oDAAoD;KAChE;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,uFAAuF;QACzF,SAAS,EAAE,wDAAwD;KACpE;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,wFAAwF;QAC1F,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,iBAAiB;QAC1B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,+CAA+C;KAC3D;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,wDAAwD;QACrE,SAAS,EAAE,0CAA0C;KACtD;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,UAAU;QACnB,WAAW,EAAE,2EAA2E;QACxF,SAAS,EAAE,qCAAqC;KACjD;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EAAE,4DAA4D;QACzE,SAAS,EAAE,gCAAgC;KAC5C;CACO,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,QAAQ,CAAC,yBAAyB,EAAE;IACrE,IAAI,EAAE,kBAAkB;IACxB,WAAW,EACT,iNAAiN;IACnN,QAAQ,EAAE,eAAe;IAEzB,OAAO,CAAC,OAAO,EAAE,IAAI;QACnB,MAAM,KAAK,GAAa,CAAC,oBAAoB,EAAE,EAAE,CAAC,CAAC;QACnD,KAAK,CAAC,IAAI,CACR,uHAAuH,EACvH,EAAE,CACH,CAAC;QACF,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,MAAM,EAAE,IAAI,YAAY,EAAE,CAAC;YAC9B,KAAK,CAAC,IAAI,CAAC,OAAO,EAAE,CAAC,IAAI,QAAQ,EAAE,CAAC,OAAO,MAAM,EAAE,CAAC,WAAW,MAAM,EAAE,CAAC,SAAS,IAAI,CAAC,CAAC;QACzF,CAAC;QACD,KAAK,CAAC,IAAI,CACR,EAAE,EACF,6VAA6V,CAC9V,CAAC;QACF,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;IAC1B,CAAC;IAED,IAAI,EAAE,KAAK,IAAI,EAAE,CAAC,CAAC;QACjB,SAAS,EAAE;YACT;gBACE,GAAG,EAAE,yBAAyB;gBAC9B,IAAI,EAAE,kBAAkB;gBACxB,WAAW,EAAE,yDAAyD;gBACtE,QAAQ,EAAE,eAAe;aAC1B;SACF;KACF,CAAC;CACH,CAAC,CAAC"}
1
+ {"version":3,"file":"filing-types.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAClD,OAAO,EACL,qBAAqB,EACrB,wBAAwB,EACxB,gBAAgB,EAChB,oBAAoB,GACrB,MAAM,mCAAmC,CAAC;AAE3C,MAAM,YAAY,GAAG;IACnB;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EACT,mFAAmF;QACrF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,mBAAmB;QAC5B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,oDAAoD;KAChE;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,sFAAsF;QACxF,SAAS,EAAE,wDAAwD;KACpE;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,wFAAwF;QAC1F,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,iBAAiB;QAC1B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,+CAA+C;KAC3D;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,wDAAwD;QACrE,SAAS,EAAE,0CAA0C;KACtD;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,4BAA4B;QACrC,WAAW,EACT,0KAA0K;QAC5K,SAAS,EAAE,uEAAuE;KACnF;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,UAAU;QACnB,WAAW,EAAE,2EAA2E;QACxF,SAAS,EAAE,qCAAqC;KACjD;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EAAE,4DAA4D;QACzE,SAAS,EAAE,gCAAgC;KAC5C;CACO,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,QAAQ,CAAC,yBAAyB,EAAE;IACrE,IAAI,EAAE,kBAAkB;IACxB,WAAW,EACT,2UAA2U;IAC7U,QAAQ,EAAE,eAAe;IAEzB,OAAO,CAAC,OAAO,EAAE,IAAI;QACnB,MAAM,KAAK,GAAa,CAAC,oBAAoB,EAAE,EAAE,CAAC,CAAC;QACnD,KAAK,CAAC,IAAI,CACR,uHAAuH,EACvH,EAAE,CACH,CAAC;QACF,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,MAAM,EAAE,IAAI,YAAY,EAAE,CAAC;YAC9B,KAAK,CAAC,IAAI,CAAC,OAAO,EAAE,CAAC,IAAI,QAAQ,EAAE,CAAC,OAAO,MAAM,EAAE,CAAC,WAAW,MAAM,EAAE,CAAC,SAAS,IAAI,CAAC,CAAC;QACzF,CAAC;QACD,KAAK,CAAC,IAAI,CACR,EAAE,EACF,6VAA6V,CAC9V,CAAC;QAEF,KAAK,CAAC,IAAI,CACR,EAAE,EACF,mBAAmB,EACnB,EAAE,EACF,wPAAwP,wBAAwB,0HAA0H,EAC1Y,EAAE,EACF,0BAA0B,wBAAwB,UAAU,EAC5D,EAAE,EACF,kBAAkB,EAClB,kBAAkB,CACnB,CAAC;QACF,IAAI,cAAc,GAAG,EAAE,CAAC;QACxB,KAAK,MAAM,CAAC,IAAI,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,qBAAqB,CAAC,EAAE,CAAC;YAClE,MAAM,OAAO,GAAG,gBAAgB,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC;YACnD,IAAI,OAAO,IAAI,OAAO,KAAK,cAAc,EAAE,CAAC;gBAC1C,cAAc,GAAG,OAAO,CAAC;gBACzB,KAAK,CAAC,IAAI,CAAC,gBAAgB,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,MAAM,OAAO,KAAK,CAAC,CAAC;YACjE,CAAC;YACD,KAAK,CAAC,IAAI,CAAC,OAAO,IAAI,QAAQ,KAAK,IAAI,CAAC,CAAC;QAC3C,CAAC;QAED,KAAK,CAAC,IAAI,CACR,EAAE,EACF,gCAAgC,wBAAwB,GAAG,EAC3D,EAAE,EACF,kBAAkB,EAClB,kBAAkB,CACnB,CAAC;QACF,KAAK,MAAM,CAAC,IAAI,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,oBAAoB,CAAC,EAAE,CAAC;YACjE,KAAK,CAAC,IAAI,CAAC,OAAO,IAAI,QAAQ,KAAK,IAAI,CAAC,CAAC;QAC3C,CAAC;QACD,KAAK,CAAC,IAAI,CACR,EAAE,EACF,0QAA0Q,CAC3Q,CAAC;QACF,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;IAC1B,CAAC;IAED,IAAI,EAAE,KAAK,IAAI,EAAE,CAAC,CAAC;QACjB,SAAS,EAAE;YACT;gBACE,GAAG,EAAE,yBAAyB;gBAC9B,IAAI,EAAE,kBAAkB;gBACxB,WAAW,EAAE,yDAAyD;gBACtE,QAAQ,EAAE,eAAe;aAC1B;SACF;KACF,CAAC;CACH,CAAC,CAAC"}
@@ -1 +1 @@
1
- {"version":3,"file":"compare-companies.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-companies.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA+DjE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAse/B,CAAC"}
1
+ {"version":3,"file":"compare-companies.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-companies.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAoEjE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA8f/B,CAAC"}
@@ -11,7 +11,7 @@ import { tool, z } from '@cyanheads/mcp-ts-core';
11
11
  import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
12
12
  import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
13
13
  import { resolveConceptTarget } from '../../../services/edgar/concept-map.js';
14
- import { deprecatedTagCaveats, seriesFromCompanyFacts } from '../../../services/edgar/concept-series.js';
14
+ import { newestReportedPeriod, seriesFromCompanyFacts, seriesStalenessCaveats, } from '../../../services/edgar/concept-series.js';
15
15
  import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
16
16
  import { missingQuarterCaveats } from '../../../services/edgar/fiscal-periods.js';
17
17
  /** Full-year duration frame — `CY2024`. */
@@ -180,7 +180,7 @@ export const compareCompaniesTool = tool('secedgar_compare_companies', {
180
180
  .describe('Company-concept pairs with no data. Deliberately explicit — a missing value is never interpolated or zero-filled.'),
181
181
  caveats: z
182
182
  .array(z.string())
183
- .describe("Comparability warnings: a filer missing one or two calendar quarters from the frame-tagged series, a concept that resolved to an XBRL tag SEC has retired (so that company's values may stop years short of the others'), period ends that differ inside one aligned period, and concepts whose unit differs across companies. Company-specific warnings are prefixed with the company name. Empty when nothing needs flagging."),
183
+ .describe("Comparability warnings: a filer missing one or two calendar quarters from the frame-tagged series, a concept whose values stop at least two full years behind the rest of that company's reporting (either an XBRL tag SEC has retired, or a current tag the filer stopped using), period ends that differ inside one aligned period, and concepts whose unit differs across companies. Company-specific warnings are prefixed with the company name. Empty when nothing needs flagging."),
184
184
  dataset: z
185
185
  .object({
186
186
  name: z
@@ -253,8 +253,10 @@ export const compareCompaniesTool = tool('secedgar_compare_companies', {
253
253
  ...(company.ticker ? { ticker: company.ticker } : {}),
254
254
  });
255
255
  const quarterFrames = [];
256
+ /** Held until this company's concepts are all read — see the reference below. */
257
+ const resolvedLines = [];
256
258
  for (const { concept, target } of targets) {
257
- const series = seriesFromCompanyFacts(facts, target.taxonomy, target.tags);
259
+ const series = seriesFromCompanyFacts(facts, target.taxonomy, target.tags, target.tagSelection);
258
260
  if (!series || series.series.length === 0) {
259
261
  gaps.push({
260
262
  cik: company.cik,
@@ -304,14 +306,26 @@ export const compareCompaniesTool = tool('secedgar_compare_companies', {
304
306
  const units = unitsByConcept.get(concept) ?? new Set();
305
307
  units.add(series.unit || target.unit || '');
306
308
  unitsByConcept.set(concept, units);
307
- /**
308
- * A concept that fell through to a retired tag for this filer alone puts
309
- * a series that stops at the tag's retirement next to current values from
310
- * the other companies — the spread reads as a business fact unless the
311
- * stale tag is named (#98).
312
- */
313
- for (const caveat of deprecatedTagCaveats(series.tag, series.label)) {
314
- caveatSet.add(`${name} / ${concept}: ${caveat}`);
309
+ // series[] is sorted newest-first by period end.
310
+ const newest = series.series[0];
311
+ if (newest)
312
+ resolvedLines.push({ concept, tag: series.tag, label: series.label, newest });
313
+ }
314
+ /**
315
+ * A concept whose series stops years back for this filer alone sits next to
316
+ * current values from the other companies, and the spread reads as a
317
+ * business fact unless the gap is named — whether the cause is a retired tag
318
+ * (#98) or a current one the filer stopped tagging (#102). Measured against
319
+ * this company's own newest reported period, so a filer that is simply
320
+ * behind on everything is not flagged concept by concept.
321
+ */
322
+ const reference = newestReportedPeriod(facts, input.taxonomy);
323
+ for (const line of resolvedLines) {
324
+ for (const caveat of seriesStalenessCaveats(line.tag, line.label, line.newest, {
325
+ date: reference,
326
+ kind: 'reported-period',
327
+ })) {
328
+ caveatSet.add(`${name} / ${line.concept}: ${caveat}`);
315
329
  }
316
330
  }
317
331
  /**
@@ -1 +1 @@
1
- {"version":3,"file":"compare-companies.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-companies.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,eAAe,EAAE,cAAc,EAAE,MAAM,2CAA2C,CAAC;AAC5F,OAAO,EAAE,oBAAoB,EAAE,MAAM,iCAAiC,CAAC;AACvE,OAAO,EAAE,oBAAoB,EAAE,sBAAsB,EAAE,MAAM,oCAAoC,CAAC;AAClG,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAC3E,OAAO,EAAE,qBAAqB,EAAE,MAAM,oCAAoC,CAAC;AAG3E,2CAA2C;AAC3C,MAAM,YAAY,GAAG,aAAa,CAAC;AACnC,kDAAkD;AAClD,MAAM,aAAa,GAAG,mBAAmB,CAAC;AAC1C,yCAAyC;AACzC,MAAM,aAAa,GAAG,sBAAsB,CAAC;AAE7C;;;;;;GAMG;AACH,MAAM,gBAAgB,GAAG,GAAG,CAAC;AAE7B;;;;;;;;;GASG;AACH,SAAS,SAAS,CAAC,KAAa,EAAE,UAAkC;IAClE,IAAI,UAAU,KAAK,QAAQ,EAAE,CAAC;QAC5B,MAAM,MAAM,GAAG,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QACxC,IAAI,MAAM;YAAE,OAAO,KAAK,CAAC;QACzB,MAAM,OAAO,GAAG,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC1C,OAAO,OAAO,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,KAAK,OAAO,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC;IACtD,CAAC;IACD,MAAM,OAAO,GAAG,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IAC1C,IAAI,OAAO;QAAE,OAAO,KAAK,CAAC;IAC1B,MAAM,OAAO,GAAG,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IAC1C,OAAO,OAAO,EAAE,CAAC,CAAC,CAAC,IAAI,OAAO,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,KAAK,OAAO,CAAC,CAAC,CAAC,GAAG,OAAO,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC;AACjF,CAAC;AAkBD,MAAM,CAAC,MAAM,oBAAoB,GAAG,IAAI,CAAC,4BAA4B,EAAE;IACrE,WAAW,EACT,uvCAAuvC;IACzvC,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,UAAU,EAAE;QACV,SAAS,EAAE,CAAC;aACT,OAAO,EAAE;aACT,QAAQ,EAAE;aACV,QAAQ,CAAC,6EAA6E,CAAC;QAC1F,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;QACxE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,0BAA0B,CAAC;KAChE;IAED,MAAM,EAAE;QACN;YACE,MAAM,EAAE,uBAAuB;YAC/B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,uDAAuD;YAC7D,QAAQ,EAAE,+DAA+D;SAC1E;QACD;YACE,MAAM,EAAE,oBAAoB;YAC5B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,4GAA4G;YAClH,QAAQ,EACN,uFAAuF;SAC1F;KACF;IAED,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,SAAS,EAAE,CAAC;aACT,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,8BAA8B,CAAC,CAAC;aACjE,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,EAAE,CAAC;aACP,QAAQ,CACP,gLAAgL,CACjL;QACH,QAAQ,EAAE,CAAC;aACR,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,wCAAwC,CAAC,CAAC;aAC3E,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CACP,qIAAqI,CACtI;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,CAAC,SAAS,EAAE,WAAW,CAAC,CAAC;aAC9B,OAAO,CAAC,SAAS,CAAC;aAClB,QAAQ,CACP,sMAAsM,CACvM;QACH,WAAW,EAAE,CAAC;aACX,IAAI,CAAC,CAAC,QAAQ,EAAE,WAAW,CAAC,CAAC;aAC7B,OAAO,CAAC,QAAQ,CAAC;aACjB,QAAQ,CACP,wLAAwL,CACzL;QACH,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,EAAE,CAAC;aACP,OAAO,CAAC,CAAC,CAAC;aACV,QAAQ,CACP,iYAAiY,CAClY;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,2CAA2C,CAAC;QAC7E,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+DAA+D,CAAC;QAC9F,OAAO,EAAE,CAAC;aACP,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,CACP,gMAAgM,CACjM;QACH,SAAS,EAAE,CAAC;aACT,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;YAC7D,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;YACnE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;YAClE,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;SAC5E,CAAC;aACD,QAAQ,CAAC,0DAA0D,CAAC,CACxE;aACA,QAAQ,CAAC,uCAAuC,CAAC;QACpD,gBAAgB,EAAE,CAAC;aAChB,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;YAC7D,MAAM,EAAE,CAAC;iBACN,IAAI,CAAC,CAAC,WAAW,EAAE,WAAW,EAAE,kBAAkB,CAAC,CAAC;iBACpD,QAAQ,CACP,+NAA+N,CAChO;YACH,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gDAAgD,CAAC;SAC/E,CAAC;aACD,QAAQ,CAAC,yEAAyE,CAAC,CACvF;aACA,QAAQ,CACP,+GAA+G,CAChH;QACH,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,sDAAsD,CAAC;YACpF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC3D,KAAK,EAAE,CAAC;iBACL,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CACP,yIAAyI,CAC1I;SACJ,CAAC;aACD,QAAQ,CAAC,qDAAqD,CAAC,CACnE;aACA,QAAQ,CAAC,0CAA0C,CAAC;QACvD,KAAK,EAAE,CAAC;aACL,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;YAClE,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC;YAC7C,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC7D,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0DAA0D,CAAC;YACvF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iBAAiB,CAAC;YAC7C,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;YAC5D,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;YAClE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;YAC7D,KAAK,EAAE,CAAC;iBACL,MAAM,EAAE;iBACR,QAAQ,CACP,yHAAyH,CAC1H;YACH,UAAU,EAAE,CAAC;iBACV,MAAM,EAAE;iBACR,QAAQ,CACP,6FAA6F,CAC9F;YACH,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;YACnE,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CAAC,+DAA+D,CAAC;SAC7E,CAAC;aACD,QAAQ,CAAC,mCAAmC,CAAC,CACjD;aACA,QAAQ,CAAC,iEAAiE,CAAC;QAC9E,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,oDAAoD,CAAC;YAC9E,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC;YAC7C,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;YACvE,UAAU,EAAE,CAAC;iBACV,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CAAC,2DAA2D,CAAC;SACzE,CAAC;aACD,QAAQ,CAAC,kDAAkD,CAAC,CAChE;aACA,QAAQ,CACP,mHAAmH,CACpH;QACH,OAAO,EAAE,CAAC;aACP,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,CACP,iaAAia,CACla;QACH,OAAO,EAAE,CAAC;aACP,MAAM,CAAC;YACN,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CAAC,uEAAuE,CAAC;YACpF,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qCAAqC,CAAC;YACrE,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;SAC9D,CAAC;aACD,QAAQ,EAAE;aACV,QAAQ,CACP,6JAA6J,CAC9J;KACJ,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QAEjC,MAAM,iBAAiB,GAAwC,EAAE,CAAC;QAClE,MAAM,MAAM,GAIP,EAAE,CAAC;QAER,KAAK,MAAM,QAAQ,IAAI,KAAK,CAAC,SAAS,EAAE,CAAC;YACvC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,QAAQ,CAAC,CAAC;YAChD,IAAI,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBACrD,MAAM,CAAC,IAAI,CAAC;oBACV,KAAK,EAAE,QAAQ;oBACf,MAAM,EAAE,WAAW;oBACnB,OAAO,EAAE,IAAI,QAAQ,kEAAkE;iBACxF,CAAC,CAAC;gBACH,SAAS;YACX,CAAC;YACD,IAAI,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,QAAQ,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;gBACnD,MAAM,IAAI,GAAG,QAAQ;qBAClB,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC;qBACX,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,GAAG,IAAI,CAAC,CAAC,IAAI,IAAI,SAAS,GAAG,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC;qBAChF,IAAI,CAAC,IAAI,CAAC,CAAC;gBACd,MAAM,CAAC,IAAI,CAAC;oBACV,KAAK,EAAE,QAAQ;oBACf,MAAM,EAAE,WAAW;oBACnB,OAAO,EAAE,IAAI,QAAQ,iCAAiC,IAAI,qDAAqD;iBAChH,CAAC,CAAC;gBACH,SAAS;YACX,CAAC;YACD,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;YAC/D,IAAI,KAAK;gBAAE,iBAAiB,CAAC,IAAI,CAAC,EAAE,GAAG,KAAK,EAAE,KAAK,EAAE,QAAQ,EAAE,CAAC,CAAC;QACnE,CAAC;QAED,IAAI,iBAAiB,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACnC,MAAM,GAAG,CAAC,IAAI,CACZ,uBAAuB,EACvB,eAAe,KAAK,CAAC,SAAS,CAAC,MAAM,wCAAwC,EAC7E,EAAE,GAAG,GAAG,CAAC,WAAW,CAAC,uBAAuB,CAAC,EAAE,gBAAgB,EAAE,MAAM,EAAE,CAC1E,CAAC;QACJ,CAAC;QAED,MAAM,OAAO,GAAG,KAAK,CAAC,QAAQ,CAAC,GAAG,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,CAAC;YAC/C,OAAO;YACP,MAAM,EAAE,oBAAoB,CAAC,OAAO,EAAE,KAAK,CAAC,QAAQ,CAAC;SACtD,CAAC,CAAC,CAAC;QAEJ,MAAM,KAAK,GAAW,EAAE,CAAC;QACzB,MAAM,IAAI,GAAmF,EAAE,CAAC;QAChG,MAAM,QAAQ,GAAyE,EAAE,CAAC;QAC1F,MAAM,cAAc,GAAG,IAAI,GAAG,EAAuB,CAAC;QACtD,qEAAqE;QACrE,MAAM,SAAS,GAAG,IAAI,GAAG,EAAU,CAAC;QAEpC,KAAK,MAAM,OAAO,IAAI,iBAAiB,EAAE,CAAC;YACxC,MAAM,KAAK,GAAG,MAAM,GAAG,CAAC,kBAAkB,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC;YACxD,MAAM,IAAI,GAAG,OAAO,CAAC,IAAI,IAAI,OAAO,CAAC,KAAK,CAAC;YAC3C,IAAI,CAAC,KAAK,IAAI,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBACpD,MAAM,CAAC,IAAI,CAAC;oBACV,KAAK,EAAE,OAAO,CAAC,KAAK;oBACpB,MAAM,EAAE,kBAAkB;oBAC1B,OAAO,EAAE,IAAI,OAAO,CAAC,KAAK,UAAU,OAAO,CAAC,GAAG,sFAAsF;iBACtI,CAAC,CAAC;gBACH,SAAS;YACX,CAAC;YACD,QAAQ,CAAC,IAAI,CAAC;gBACZ,KAAK,EAAE,OAAO,CAAC,KAAK;gBACpB,GAAG,EAAE,OAAO,CAAC,GAAG;gBAChB,IAAI;gBACJ,GAAG,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,MAAM,EAAE,OAAO,CAAC,MAAM,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;aACtD,CAAC,CAAC;YAEH,MAAM,aAAa,GAAa,EAAE,CAAC;YACnC,KAAK,MAAM,EAAE,OAAO,EAAE,MAAM,EAAE,IAAI,OAAO,EAAE,CAAC;gBAC1C,MAAM,MAAM,GAAG,sBAAsB,CAAC,KAAK,EAAE,MAAM,CAAC,QAAQ,EAAE,MAAM,CAAC,IAAI,CAAC,CAAC;gBAC3E,IAAI,CAAC,MAAM,IAAI,MAAM,CAAC,MAAM,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;oBAC1C,IAAI,CAAC,IAAI,CAAC;wBACR,GAAG,EAAE,OAAO,CAAC,GAAG;wBAChB,OAAO,EAAE,IAAI;wBACb,OAAO;wBACP,UAAU,EAAE,MAAM,EAAE,SAAS,IAAI,MAAM,CAAC,IAAI;qBAC7C,CAAC,CAAC;oBACH,SAAS;gBACX,CAAC;gBAED;;;;mBAIG;gBACH,MAAM,IAAI,GAAG,IAAI,GAAG,EAAU,CAAC;gBAC/B,KAAK,MAAM,IAAI,IAAI,MAAM,CAAC,MAAM,EAAE,CAAC;oBACjC,IAAI,aAAa,CAAC,IAAI,CAAC,IAAI,CAAC,KAAK,CAAC;wBAAE,aAAa,CAAC,IAAI,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;oBACnE,MAAM,MAAM,GAAG,SAAS,CAAC,IAAI,CAAC,KAAK,EAAE,KAAK,CAAC,WAAW,CAAC,CAAC;oBACxD,IAAI,CAAC,MAAM,IAAI,IAAI,CAAC,GAAG,CAAC,MAAM,CAAC;wBAAE,SAAS;oBAC1C,IAAI,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC;oBACjB,KAAK,CAAC,IAAI,CAAC;wBACT,GAAG,EAAE,OAAO,CAAC,GAAG;wBAChB,OAAO,EAAE,IAAI;wBACb,OAAO;wBACP,MAAM;wBACN,KAAK,EAAE,IAAI,CAAC,GAAG;wBACf,IAAI,EAAE,MAAM,CAAC,IAAI,IAAI,MAAM,CAAC,IAAI,IAAI,EAAE;wBACtC,QAAQ,EAAE,MAAM,CAAC,QAAQ;wBACzB,GAAG,EAAE,MAAM,CAAC,GAAG;wBACf,KAAK,EAAE,IAAI,CAAC,KAAK;wBACjB,UAAU,EAAE,IAAI,CAAC,GAAG;wBACpB,IAAI,EAAE,IAAI,CAAC,IAAI;wBACf,gBAAgB,EAAE,IAAI,CAAC,IAAI;qBAC5B,CAAC,CAAC;gBACL,CAAC;gBAED,IAAI,IAAI,CAAC,IAAI,KAAK,CAAC,EAAE,CAAC;oBACpB,IAAI,CAAC,IAAI,CAAC;wBACR,GAAG,EAAE,OAAO,CAAC,GAAG;wBAChB,OAAO,EAAE,IAAI;wBACb,OAAO;wBACP,UAAU,EAAE,MAAM,CAAC,SAAS;qBAC7B,CAAC,CAAC;oBACH,SAAS;gBACX,CAAC;gBACD,MAAM,KAAK,GAAG,cAAc,CAAC,GAAG,CAAC,OAAO,CAAC,IAAI,IAAI,GAAG,EAAU,CAAC;gBAC/D,KAAK,CAAC,GAAG,CAAC,MAAM,CAAC,IAAI,IAAI,MAAM,CAAC,IAAI,IAAI,EAAE,CAAC,CAAC;gBAC5C,cAAc,CAAC,GAAG,CAAC,OAAO,EAAE,KAAK,CAAC,CAAC;gBAEnC;;;;;mBAKG;gBACH,KAAK,MAAM,MAAM,IAAI,oBAAoB,CAAC,MAAM,CAAC,GAAG,EAAE,MAAM,CAAC,KAAK,CAAC,EAAE,CAAC;oBACpE,SAAS,CAAC,GAAG,CAAC,GAAG,IAAI,MAAM,OAAO,KAAK,MAAM,EAAE,CAAC,CAAC;gBACnD,CAAC;YACH,CAAC;YAED;;;;eAIG;YACH,IAAI,KAAK,CAAC,WAAW,KAAK,WAAW,EAAE,CAAC;gBACtC,KAAK,MAAM,MAAM,IAAI,qBAAqB,CAAC,aAAa,CAAC,EAAE,CAAC;oBAC1D,SAAS,CAAC,GAAG,CAAC,GAAG,IAAI,KAAK,MAAM,EAAE,CAAC,CAAC;gBACtC,CAAC;YACH,CAAC;QACH,CAAC;QAED,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACvB,MAAM,GAAG,CAAC,IAAI,CACZ,oBAAoB,EACpB,eAAe,QAAQ,CAAC,MAAM,gEAAgE,KAAK,CAAC,WAAW,WAAW,EAC1H,EAAE,GAAG,GAAG,CAAC,WAAW,CAAC,oBAAoB,CAAC,EAAE,IAAI,EAAE,CACnD,CAAC;QACJ,CAAC;QAED,MAAM,UAAU,GAAG,CAAC,GAAG,IAAI,GAAG,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC,CAAC;QAC/F,MAAM,cAAc,GAAG,IAAI,GAAG,EAAkB,CAAC;QACjD,KAAK,MAAM,IAAI,IAAI,KAAK,EAAE,CAAC;YACzB,cAAc,CAAC,GAAG,CAAC,IAAI,CAAC,MAAM,EAAE,CAAC,cAAc,CAAC,GAAG,CAAC,IAAI,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC;QAC9E,CAAC;QACD,iFAAiF;QACjF,MAAM,aAAa,GAAa,EAAE,CAAC;QACnC,IAAI,MAAM,GAAG,gBAAgB,CAAC;QAC9B,KAAK,MAAM,MAAM,IAAI,UAAU,CAAC,KAAK,CAAC,CAAC,EAAE,KAAK,CAAC,OAAO,CAAC,EAAE,CAAC;YACxD,MAAM,KAAK,GAAG,cAAc,CAAC,GAAG,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC;YAC9C,IAAI,aAAa,CAAC,MAAM,GAAG,CAAC,IAAI,KAAK,GAAG,MAAM;gBAAE,MAAM;YACtD,aAAa,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC;YAC3B,MAAM,IAAI,KAAK,CAAC;QAClB,CAAC;QACD,MAAM,SAAS,GAAG,IAAI,GAAG,CAAC,aAAa,CAAC,CAAC;QACzC,MAAM,WAAW,GAAG,KAAK,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,SAAS,CAAC,GAAG,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC;QACjE,IAAI,UAAU,CAAC,MAAM,GAAG,aAAa,CAAC,MAAM,EAAE,CAAC;YAC7C,GAAG,CAAC,MAAM,CAAC,SAAS,CAAC,EAAE,KAAK,EAAE,aAAa,CAAC,MAAM,EAAE,GAAG,EAAE,KAAK,CAAC,OAAO,EAAE,CAAC,CAAC;QAC5E,CAAC;QAED;;;;;;WAMG;QACH,MAAM,kBAAkB,GAAG,IAAI,GAAG,EAA4C,CAAC;QAC/E,KAAK,MAAM,IAAI,IAAI,WAAW,EAAE,CAAC;YAC/B,IAAI,IAAI,CAAC,MAAM,KAAK,aAAa,CAAC,CAAC,CAAC,IAAI,kBAAkB,CAAC,GAAG,CAAC,IAAI,CAAC,GAAG,CAAC;gBAAE,SAAS;YACnF,kBAAkB,CAAC,GAAG,CAAC,IAAI,CAAC,GAAG,EAAE,EAAE,OAAO,EAAE,IAAI,CAAC,OAAO,EAAE,GAAG,EAAE,IAAI,CAAC,UAAU,EAAE,CAAC,CAAC;QACpF,CAAC;QACD,MAAM,SAAS,GAAG,IAAI,GAAG,CAAC,CAAC,GAAG,kBAAkB,CAAC,MAAM,EAAE,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,GAAG,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC;QAC1F,IAAI,SAAS,CAAC,IAAI,GAAG,CAAC,EAAE,CAAC;YACvB,MAAM,MAAM,GAAG,CAAC,GAAG,kBAAkB,CAAC,MAAM,EAAE,CAAC;iBAC5C,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,OAAO,SAAS,CAAC,CAAC,GAAG,EAAE,CAAC;iBACxC,IAAI,CAAC,IAAI,CAAC,CAAC;YACd,SAAS,CAAC,GAAG,CACX,6BAA6B,aAAa,CAAC,CAAC,CAAC,MAAM,MAAM,gLAAgL,CAC1O,CAAC;QACJ,CAAC;QACD,KAAK,MAAM,CAAC,OAAO,EAAE,KAAK,CAAC,IAAI,cAAc,EAAE,CAAC;YAC9C,IAAI,KAAK,CAAC,IAAI,GAAG,CAAC,EAAE,CAAC;gBACnB,SAAS,CAAC,GAAG,CACX,YAAY,OAAO,4DAA4D,CAAC,GAAG,KAAK,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,4FAA4F,CACjM,CAAC;YACJ,CAAC;QACH,CAAC;QAED,IAAI,OAA4E,CAAC;QACjF,MAAM,MAAM,GAAG,eAAe,EAAE,CAAC;QACjC,IAAI,MAAM,EAAE,CAAC;YACX,MAAM,UAAU,GAAG,MAAM,MAAM,CAAC,iBAAiB,CAAC,GAAG,EAAE;gBACrD,IAAI,EAAE,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,EAAE,GAAG,CAAC,EAAE,CAAC,CAAC;gBAClC,UAAU,EAAE,4BAA4B;gBACxC,WAAW,EAAE;oBACX,SAAS,EAAE,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,GAAG,CAAC;oBACrC,QAAQ,EAAE,KAAK,CAAC,QAAQ;oBACxB,QAAQ,EAAE,KAAK,CAAC,QAAQ;oBACxB,WAAW,EAAE,KAAK,CAAC,WAAW;iBAC/B;aACF,CAAC,CAAC;YACH,IAAI,UAAU;gBAAE,OAAO,GAAG,cAAc,CAAC,UAAU,CAAC,CAAC;QACvD,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,kBAAkB,EAAE;YAC/B,SAAS,EAAE,QAAQ,CAAC,MAAM;YAC1B,MAAM,EAAE,MAAM,CAAC,MAAM;YACrB,KAAK,EAAE,KAAK,CAAC,MAAM;YACnB,WAAW,EAAE,OAAO,EAAE,IAAI;SAC3B,CAAC,CAAC;QAEH,OAAO;YACL,WAAW,EAAE,KAAK,CAAC,WAAW;YAC9B,QAAQ,EAAE,KAAK,CAAC,QAAQ;YACxB,OAAO,EAAE,aAAa;YACtB,SAAS,EAAE,QAAQ;YACnB,gBAAgB,EAAE,MAAM;YACxB,QAAQ,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,EAAE,OAAO,EAAE,MAAM,EAAE,EAAE,EAAE,CAAC,CAAC;gBAC9C,OAAO;gBACP,KAAK,EAAE,MAAM,CAAC,KAAK;gBACnB,KAAK,EAAE,CAAC,GAAG,CAAC,cAAc,CAAC,GAAG,CAAC,OAAO,CAAC,IAAI,EAAE,CAAC,CAAC;aAChD,CAAC,CAAC;YACH,KAAK,EAAE,WAAW;YAClB,IAAI;YACJ,OAAO,EAAE,CAAC,GAAG,SAAS,CAAC;YACvB,OAAO;SACR,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,GAAG,GAAG;YACV,4BAA4B,MAAM,CAAC,SAAS,CAAC,MAAM,gBAAgB,MAAM,CAAC,QAAQ,CAAC,MAAM,cAAc,MAAM,CAAC,QAAQ,KAAK,MAAM,CAAC,WAAW,GAAG;YAChJ,YAAY,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE;YACvC,cAAc,MAAM,CAAC,SAAS,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,IAAI,KAAK,CAAC,CAAC,KAAK,UAAU,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,CAAC,EAAE,GAAG,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE;SAClI,CAAC;QAEF,KAAK,MAAM,OAAO,IAAI,MAAM,CAAC,gBAAgB,EAAE,CAAC;YAC9C,GAAG,CAAC,IAAI,CAAC,aAAa,OAAO,CAAC,KAAK,KAAK,OAAO,CAAC,MAAM,OAAO,OAAO,CAAC,OAAO,EAAE,CAAC,CAAC;QAClF,CAAC;QAED,KAAK,MAAM,OAAO,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YACtC,GAAG,CAAC,IAAI,CACN,YAAY,OAAO,CAAC,KAAK,KAAK,OAAO,CAAC,OAAO,cAAc,OAAO,CAAC,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,IAAI,MAAM,EAAE,CAChG,CAAC;QACJ,CAAC;QAED,6EAA6E;QAC7E,yEAAyE;QACzE,6CAA6C;QAC7C,MAAM,OAAO,GAAG,CAAC,GAAG,MAAM,CAAC,KAAK,CAAC,CAAC,IAAI,CACpC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CACP,CAAC,CAAC,OAAO,CAAC,aAAa,CAAC,CAAC,CAAC,OAAO,CAAC;YAClC,CAAC,CAAC,OAAO,CAAC,aAAa,CAAC,CAAC,CAAC,OAAO,CAAC;YAClC,CAAC,CAAC,MAAM,CAAC,aAAa,CAAC,CAAC,CAAC,MAAM,CAAC,CACnC,CAAC;QACF,GAAG,CAAC,IAAI,CAAC,EAAE,EAAE,YAAY,CAAC,CAAC;QAC3B,KAAK,MAAM,IAAI,IAAI,OAAO,EAAE,CAAC;YAC3B,GAAG,CAAC,IAAI,CACN,KAAK,IAAI,CAAC,OAAO,MAAM,IAAI,CAAC,OAAO,SAAS,IAAI,CAAC,GAAG,OAAO,IAAI,CAAC,MAAM,MAAM,IAAI,CAAC,KAAK,IAAI,IAAI,CAAC,IAAI,MAAM,IAAI,CAAC,QAAQ,IAAI,IAAI,CAAC,GAAG,YAAY,IAAI,CAAC,KAAK,WAAW,IAAI,CAAC,UAAU,MAAM,IAAI,CAAC,IAAI,KAAK,IAAI,CAAC,gBAAgB,GAAG,CAC/N,CAAC;QACJ,CAAC;QAED,IAAI,MAAM,CAAC,IAAI,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;YAC3B,GAAG,CAAC,IAAI,CAAC,EAAE,EAAE,qBAAqB,MAAM,CAAC,IAAI,CAAC,MAAM,GAAG,CAAC,CAAC;YACzD,KAAK,MAAM,GAAG,IAAI,MAAM,CAAC,IAAI,EAAE,CAAC;gBAC9B,GAAG,CAAC,IAAI,CACN,KAAK,GAAG,CAAC,OAAO,SAAS,GAAG,CAAC,GAAG,gBAAgB,GAAG,CAAC,OAAO,aAAa,GAAG,CAAC,UAAU,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CACpG,CAAC;YACJ,CAAC;QACH,CAAC;QAED,IAAI,MAAM,CAAC,OAAO,EAAE,CAAC;YACnB,GAAG,CAAC,IAAI,CACN,EAAE,EACF,YAAY,MAAM,CAAC,OAAO,CAAC,IAAI,KAAK,MAAM,CAAC,OAAO,CAAC,SAAS,kBAAkB,MAAM,CAAC,OAAO,CAAC,UAAU,+DAA+D,CACvK,CAAC;QACJ,CAAC;QAED,KAAK,MAAM,MAAM,IAAI,MAAM,CAAC,OAAO;YAAE,GAAG,CAAC,IAAI,CAAC,EAAE,EAAE,WAAW,MAAM,EAAE,CAAC,CAAC;QAEvE,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,GAAG,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAClD,CAAC;CACF,CAAC,CAAC"}
1
+ {"version":3,"file":"compare-companies.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-companies.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,eAAe,EAAE,cAAc,EAAE,MAAM,2CAA2C,CAAC;AAC5F,OAAO,EAAE,oBAAoB,EAAE,MAAM,iCAAiC,CAAC;AACvE,OAAO,EAEL,oBAAoB,EACpB,sBAAsB,EACtB,sBAAsB,GACvB,MAAM,oCAAoC,CAAC;AAC5C,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAC3E,OAAO,EAAE,qBAAqB,EAAE,MAAM,oCAAoC,CAAC;AAG3E,2CAA2C;AAC3C,MAAM,YAAY,GAAG,aAAa,CAAC;AACnC,kDAAkD;AAClD,MAAM,aAAa,GAAG,mBAAmB,CAAC;AAC1C,yCAAyC;AACzC,MAAM,aAAa,GAAG,sBAAsB,CAAC;AAE7C;;;;;;GAMG;AACH,MAAM,gBAAgB,GAAG,GAAG,CAAC;AAE7B;;;;;;;;;GASG;AACH,SAAS,SAAS,CAAC,KAAa,EAAE,UAAkC;IAClE,IAAI,UAAU,KAAK,QAAQ,EAAE,CAAC;QAC5B,MAAM,MAAM,GAAG,YAAY,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QACxC,IAAI,MAAM;YAAE,OAAO,KAAK,CAAC;QACzB,MAAM,OAAO,GAAG,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC1C,OAAO,OAAO,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,KAAK,OAAO,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC;IACtD,CAAC;IACD,MAAM,OAAO,GAAG,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IAC1C,IAAI,OAAO;QAAE,OAAO,KAAK,CAAC;IAC1B,MAAM,OAAO,GAAG,aAAa,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;IAC1C,OAAO,OAAO,EAAE,CAAC,CAAC,CAAC,IAAI,OAAO,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,KAAK,OAAO,CAAC,CAAC,CAAC,GAAG,OAAO,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,SAAS,CAAC;AACjF,CAAC;AAkBD,MAAM,CAAC,MAAM,oBAAoB,GAAG,IAAI,CAAC,4BAA4B,EAAE;IACrE,WAAW,EACT,uvCAAuvC;IACzvC,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,UAAU,EAAE;QACV,SAAS,EAAE,CAAC;aACT,OAAO,EAAE;aACT,QAAQ,EAAE;aACV,QAAQ,CAAC,6EAA6E,CAAC;QAC1F,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;QACxE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,0BAA0B,CAAC;KAChE;IAED,MAAM,EAAE;QACN;YACE,MAAM,EAAE,uBAAuB;YAC/B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,uDAAuD;YAC7D,QAAQ,EAAE,+DAA+D;SAC1E;QACD;YACE,MAAM,EAAE,oBAAoB;YAC5B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,4GAA4G;YAClH,QAAQ,EACN,uFAAuF;SAC1F;KACF;IAED,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,SAAS,EAAE,CAAC;aACT,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,8BAA8B,CAAC,CAAC;aACjE,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,EAAE,CAAC;aACP,QAAQ,CACP,gLAAgL,CACjL;QACH,QAAQ,EAAE,CAAC;aACR,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,wCAAwC,CAAC,CAAC;aAC3E,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CACP,qIAAqI,CACtI;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,CAAC,SAAS,EAAE,WAAW,CAAC,CAAC;aAC9B,OAAO,CAAC,SAAS,CAAC;aAClB,QAAQ,CACP,sMAAsM,CACvM;QACH,WAAW,EAAE,CAAC;aACX,IAAI,CAAC,CAAC,QAAQ,EAAE,WAAW,CAAC,CAAC;aAC7B,OAAO,CAAC,QAAQ,CAAC;aACjB,QAAQ,CACP,wLAAwL,CACzL;QACH,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,EAAE,CAAC;aACP,OAAO,CAAC,CAAC,CAAC;aACV,QAAQ,CACP,iYAAiY,CAClY;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,2CAA2C,CAAC;QAC7E,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+DAA+D,CAAC;QAC9F,OAAO,EAAE,CAAC;aACP,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,CACP,gMAAgM,CACjM;QACH,SAAS,EAAE,CAAC;aACT,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;YAC7D,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;YACnE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;YAClE,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;SAC5E,CAAC;aACD,QAAQ,CAAC,0DAA0D,CAAC,CACxE;aACA,QAAQ,CAAC,uCAAuC,CAAC;QACpD,gBAAgB,EAAE,CAAC;aAChB,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;YAC7D,MAAM,EAAE,CAAC;iBACN,IAAI,CAAC,CAAC,WAAW,EAAE,WAAW,EAAE,kBAAkB,CAAC,CAAC;iBACpD,QAAQ,CACP,+NAA+N,CAChO;YACH,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gDAAgD,CAAC;SAC/E,CAAC;aACD,QAAQ,CAAC,yEAAyE,CAAC,CACvF;aACA,QAAQ,CACP,+GAA+G,CAChH;QACH,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,sDAAsD,CAAC;YACpF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC3D,KAAK,EAAE,CAAC;iBACL,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CACP,yIAAyI,CAC1I;SACJ,CAAC;aACD,QAAQ,CAAC,qDAAqD,CAAC,CACnE;aACA,QAAQ,CAAC,0CAA0C,CAAC;QACvD,KAAK,EAAE,CAAC;aACL,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;YAClE,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC;YAC7C,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC7D,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0DAA0D,CAAC;YACvF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iBAAiB,CAAC;YAC7C,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;YAC5D,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;YAClE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;YAC7D,KAAK,EAAE,CAAC;iBACL,MAAM,EAAE;iBACR,QAAQ,CACP,yHAAyH,CAC1H;YACH,UAAU,EAAE,CAAC;iBACV,MAAM,EAAE;iBACR,QAAQ,CACP,6FAA6F,CAC9F;YACH,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;YACnE,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CAAC,+DAA+D,CAAC;SAC7E,CAAC;aACD,QAAQ,CAAC,mCAAmC,CAAC,CACjD;aACA,QAAQ,CAAC,iEAAiE,CAAC;QAC9E,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,oDAAoD,CAAC;YAC9E,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC;YAC7C,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;YACvE,UAAU,EAAE,CAAC;iBACV,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CAAC,2DAA2D,CAAC;SACzE,CAAC;aACD,QAAQ,CAAC,kDAAkD,CAAC,CAChE;aACA,QAAQ,CACP,mHAAmH,CACpH;QACH,OAAO,EAAE,CAAC;aACP,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,CACP,0dAA0d,CAC3d;QACH,OAAO,EAAE,CAAC;aACP,MAAM,CAAC;YACN,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CAAC,uEAAuE,CAAC;YACpF,SAAS,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qCAAqC,CAAC;YACrE,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;SAC9D,CAAC;aACD,QAAQ,EAAE;aACV,QAAQ,CACP,6JAA6J,CAC9J;KACJ,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QAEjC,MAAM,iBAAiB,GAAwC,EAAE,CAAC;QAClE,MAAM,MAAM,GAIP,EAAE,CAAC;QAER,KAAK,MAAM,QAAQ,IAAI,KAAK,CAAC,SAAS,EAAE,CAAC;YACvC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,QAAQ,CAAC,CAAC;YAChD,IAAI,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBACrD,MAAM,CAAC,IAAI,CAAC;oBACV,KAAK,EAAE,QAAQ;oBACf,MAAM,EAAE,WAAW;oBACnB,OAAO,EAAE,IAAI,QAAQ,kEAAkE;iBACxF,CAAC,CAAC;gBACH,SAAS;YACX,CAAC;YACD,IAAI,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,QAAQ,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;gBACnD,MAAM,IAAI,GAAG,QAAQ;qBAClB,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC;qBACX,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,GAAG,IAAI,CAAC,CAAC,IAAI,IAAI,SAAS,GAAG,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC;qBAChF,IAAI,CAAC,IAAI,CAAC,CAAC;gBACd,MAAM,CAAC,IAAI,CAAC;oBACV,KAAK,EAAE,QAAQ;oBACf,MAAM,EAAE,WAAW;oBACnB,OAAO,EAAE,IAAI,QAAQ,iCAAiC,IAAI,qDAAqD;iBAChH,CAAC,CAAC;gBACH,SAAS;YACX,CAAC;YACD,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;YAC/D,IAAI,KAAK;gBAAE,iBAAiB,CAAC,IAAI,CAAC,EAAE,GAAG,KAAK,EAAE,KAAK,EAAE,QAAQ,EAAE,CAAC,CAAC;QACnE,CAAC;QAED,IAAI,iBAAiB,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACnC,MAAM,GAAG,CAAC,IAAI,CACZ,uBAAuB,EACvB,eAAe,KAAK,CAAC,SAAS,CAAC,MAAM,wCAAwC,EAC7E,EAAE,GAAG,GAAG,CAAC,WAAW,CAAC,uBAAuB,CAAC,EAAE,gBAAgB,EAAE,MAAM,EAAE,CAC1E,CAAC;QACJ,CAAC;QAED,MAAM,OAAO,GAAG,KAAK,CAAC,QAAQ,CAAC,GAAG,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,CAAC;YAC/C,OAAO;YACP,MAAM,EAAE,oBAAoB,CAAC,OAAO,EAAE,KAAK,CAAC,QAAQ,CAAC;SACtD,CAAC,CAAC,CAAC;QAEJ,MAAM,KAAK,GAAW,EAAE,CAAC;QACzB,MAAM,IAAI,GAAmF,EAAE,CAAC;QAChG,MAAM,QAAQ,GAAyE,EAAE,CAAC;QAC1F,MAAM,cAAc,GAAG,IAAI,GAAG,EAAuB,CAAC;QACtD,qEAAqE;QACrE,MAAM,SAAS,GAAG,IAAI,GAAG,EAAU,CAAC;QAEpC,KAAK,MAAM,OAAO,IAAI,iBAAiB,EAAE,CAAC;YACxC,MAAM,KAAK,GAAG,MAAM,GAAG,CAAC,kBAAkB,CAAC,OAAO,CAAC,GAAG,CAAC,CAAC;YACxD,MAAM,IAAI,GAAG,OAAO,CAAC,IAAI,IAAI,OAAO,CAAC,KAAK,CAAC;YAC3C,IAAI,CAAC,KAAK,IAAI,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBACpD,MAAM,CAAC,IAAI,CAAC;oBACV,KAAK,EAAE,OAAO,CAAC,KAAK;oBACpB,MAAM,EAAE,kBAAkB;oBAC1B,OAAO,EAAE,IAAI,OAAO,CAAC,KAAK,UAAU,OAAO,CAAC,GAAG,sFAAsF;iBACtI,CAAC,CAAC;gBACH,SAAS;YACX,CAAC;YACD,QAAQ,CAAC,IAAI,CAAC;gBACZ,KAAK,EAAE,OAAO,CAAC,KAAK;gBACpB,GAAG,EAAE,OAAO,CAAC,GAAG;gBAChB,IAAI;gBACJ,GAAG,CAAC,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,MAAM,EAAE,OAAO,CAAC,MAAM,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;aACtD,CAAC,CAAC;YAEH,MAAM,aAAa,GAAa,EAAE,CAAC;YACnC,iFAAiF;YACjF,MAAM,aAAa,GAKd,EAAE,CAAC;YACR,KAAK,MAAM,EAAE,OAAO,EAAE,MAAM,EAAE,IAAI,OAAO,EAAE,CAAC;gBAC1C,MAAM,MAAM,GAAG,sBAAsB,CACnC,KAAK,EACL,MAAM,CAAC,QAAQ,EACf,MAAM,CAAC,IAAI,EACX,MAAM,CAAC,YAAY,CACpB,CAAC;gBACF,IAAI,CAAC,MAAM,IAAI,MAAM,CAAC,MAAM,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;oBAC1C,IAAI,CAAC,IAAI,CAAC;wBACR,GAAG,EAAE,OAAO,CAAC,GAAG;wBAChB,OAAO,EAAE,IAAI;wBACb,OAAO;wBACP,UAAU,EAAE,MAAM,EAAE,SAAS,IAAI,MAAM,CAAC,IAAI;qBAC7C,CAAC,CAAC;oBACH,SAAS;gBACX,CAAC;gBAED;;;;mBAIG;gBACH,MAAM,IAAI,GAAG,IAAI,GAAG,EAAU,CAAC;gBAC/B,KAAK,MAAM,IAAI,IAAI,MAAM,CAAC,MAAM,EAAE,CAAC;oBACjC,IAAI,aAAa,CAAC,IAAI,CAAC,IAAI,CAAC,KAAK,CAAC;wBAAE,aAAa,CAAC,IAAI,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;oBACnE,MAAM,MAAM,GAAG,SAAS,CAAC,IAAI,CAAC,KAAK,EAAE,KAAK,CAAC,WAAW,CAAC,CAAC;oBACxD,IAAI,CAAC,MAAM,IAAI,IAAI,CAAC,GAAG,CAAC,MAAM,CAAC;wBAAE,SAAS;oBAC1C,IAAI,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC;oBACjB,KAAK,CAAC,IAAI,CAAC;wBACT,GAAG,EAAE,OAAO,CAAC,GAAG;wBAChB,OAAO,EAAE,IAAI;wBACb,OAAO;wBACP,MAAM;wBACN,KAAK,EAAE,IAAI,CAAC,GAAG;wBACf,IAAI,EAAE,MAAM,CAAC,IAAI,IAAI,MAAM,CAAC,IAAI,IAAI,EAAE;wBACtC,QAAQ,EAAE,MAAM,CAAC,QAAQ;wBACzB,GAAG,EAAE,MAAM,CAAC,GAAG;wBACf,KAAK,EAAE,IAAI,CAAC,KAAK;wBACjB,UAAU,EAAE,IAAI,CAAC,GAAG;wBACpB,IAAI,EAAE,IAAI,CAAC,IAAI;wBACf,gBAAgB,EAAE,IAAI,CAAC,IAAI;qBAC5B,CAAC,CAAC;gBACL,CAAC;gBAED,IAAI,IAAI,CAAC,IAAI,KAAK,CAAC,EAAE,CAAC;oBACpB,IAAI,CAAC,IAAI,CAAC;wBACR,GAAG,EAAE,OAAO,CAAC,GAAG;wBAChB,OAAO,EAAE,IAAI;wBACb,OAAO;wBACP,UAAU,EAAE,MAAM,CAAC,SAAS;qBAC7B,CAAC,CAAC;oBACH,SAAS;gBACX,CAAC;gBACD,MAAM,KAAK,GAAG,cAAc,CAAC,GAAG,CAAC,OAAO,CAAC,IAAI,IAAI,GAAG,EAAU,CAAC;gBAC/D,KAAK,CAAC,GAAG,CAAC,MAAM,CAAC,IAAI,IAAI,MAAM,CAAC,IAAI,IAAI,EAAE,CAAC,CAAC;gBAC5C,cAAc,CAAC,GAAG,CAAC,OAAO,EAAE,KAAK,CAAC,CAAC;gBAEnC,iDAAiD;gBACjD,MAAM,MAAM,GAAG,MAAM,CAAC,MAAM,CAAC,CAAC,CAAC,CAAC;gBAChC,IAAI,MAAM;oBAAE,aAAa,CAAC,IAAI,CAAC,EAAE,OAAO,EAAE,GAAG,EAAE,MAAM,CAAC,GAAG,EAAE,KAAK,EAAE,MAAM,CAAC,KAAK,EAAE,MAAM,EAAE,CAAC,CAAC;YAC5F,CAAC;YAED;;;;;;;eAOG;YACH,MAAM,SAAS,GAAG,oBAAoB,CAAC,KAAK,EAAE,KAAK,CAAC,QAAQ,CAAC,CAAC;YAC9D,KAAK,MAAM,IAAI,IAAI,aAAa,EAAE,CAAC;gBACjC,KAAK,MAAM,MAAM,IAAI,sBAAsB,CAAC,IAAI,CAAC,GAAG,EAAE,IAAI,CAAC,KAAK,EAAE,IAAI,CAAC,MAAM,EAAE;oBAC7E,IAAI,EAAE,SAAS;oBACf,IAAI,EAAE,iBAAiB;iBACxB,CAAC,EAAE,CAAC;oBACH,SAAS,CAAC,GAAG,CAAC,GAAG,IAAI,MAAM,IAAI,CAAC,OAAO,KAAK,MAAM,EAAE,CAAC,CAAC;gBACxD,CAAC;YACH,CAAC;YAED;;;;eAIG;YACH,IAAI,KAAK,CAAC,WAAW,KAAK,WAAW,EAAE,CAAC;gBACtC,KAAK,MAAM,MAAM,IAAI,qBAAqB,CAAC,aAAa,CAAC,EAAE,CAAC;oBAC1D,SAAS,CAAC,GAAG,CAAC,GAAG,IAAI,KAAK,MAAM,EAAE,CAAC,CAAC;gBACtC,CAAC;YACH,CAAC;QACH,CAAC;QAED,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACvB,MAAM,GAAG,CAAC,IAAI,CACZ,oBAAoB,EACpB,eAAe,QAAQ,CAAC,MAAM,gEAAgE,KAAK,CAAC,WAAW,WAAW,EAC1H,EAAE,GAAG,GAAG,CAAC,WAAW,CAAC,oBAAoB,CAAC,EAAE,IAAI,EAAE,CACnD,CAAC;QACJ,CAAC;QAED,MAAM,UAAU,GAAG,CAAC,GAAG,IAAI,GAAG,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,CAAC,CAAC;QAC/F,MAAM,cAAc,GAAG,IAAI,GAAG,EAAkB,CAAC;QACjD,KAAK,MAAM,IAAI,IAAI,KAAK,EAAE,CAAC;YACzB,cAAc,CAAC,GAAG,CAAC,IAAI,CAAC,MAAM,EAAE,CAAC,cAAc,CAAC,GAAG,CAAC,IAAI,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC;QAC9E,CAAC;QACD,iFAAiF;QACjF,MAAM,aAAa,GAAa,EAAE,CAAC;QACnC,IAAI,MAAM,GAAG,gBAAgB,CAAC;QAC9B,KAAK,MAAM,MAAM,IAAI,UAAU,CAAC,KAAK,CAAC,CAAC,EAAE,KAAK,CAAC,OAAO,CAAC,EAAE,CAAC;YACxD,MAAM,KAAK,GAAG,cAAc,CAAC,GAAG,CAAC,MAAM,CAAC,IAAI,CAAC,CAAC;YAC9C,IAAI,aAAa,CAAC,MAAM,GAAG,CAAC,IAAI,KAAK,GAAG,MAAM;gBAAE,MAAM;YACtD,aAAa,CAAC,IAAI,CAAC,MAAM,CAAC,CAAC;YAC3B,MAAM,IAAI,KAAK,CAAC;QAClB,CAAC;QACD,MAAM,SAAS,GAAG,IAAI,GAAG,CAAC,aAAa,CAAC,CAAC;QACzC,MAAM,WAAW,GAAG,KAAK,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,SAAS,CAAC,GAAG,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC;QACjE,IAAI,UAAU,CAAC,MAAM,GAAG,aAAa,CAAC,MAAM,EAAE,CAAC;YAC7C,GAAG,CAAC,MAAM,CAAC,SAAS,CAAC,EAAE,KAAK,EAAE,aAAa,CAAC,MAAM,EAAE,GAAG,EAAE,KAAK,CAAC,OAAO,EAAE,CAAC,CAAC;QAC5E,CAAC;QAED;;;;;;WAMG;QACH,MAAM,kBAAkB,GAAG,IAAI,GAAG,EAA4C,CAAC;QAC/E,KAAK,MAAM,IAAI,IAAI,WAAW,EAAE,CAAC;YAC/B,IAAI,IAAI,CAAC,MAAM,KAAK,aAAa,CAAC,CAAC,CAAC,IAAI,kBAAkB,CAAC,GAAG,CAAC,IAAI,CAAC,GAAG,CAAC;gBAAE,SAAS;YACnF,kBAAkB,CAAC,GAAG,CAAC,IAAI,CAAC,GAAG,EAAE,EAAE,OAAO,EAAE,IAAI,CAAC,OAAO,EAAE,GAAG,EAAE,IAAI,CAAC,UAAU,EAAE,CAAC,CAAC;QACpF,CAAC;QACD,MAAM,SAAS,GAAG,IAAI,GAAG,CAAC,CAAC,GAAG,kBAAkB,CAAC,MAAM,EAAE,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,GAAG,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC;QAC1F,IAAI,SAAS,CAAC,IAAI,GAAG,CAAC,EAAE,CAAC;YACvB,MAAM,MAAM,GAAG,CAAC,GAAG,kBAAkB,CAAC,MAAM,EAAE,CAAC;iBAC5C,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,OAAO,SAAS,CAAC,CAAC,GAAG,EAAE,CAAC;iBACxC,IAAI,CAAC,IAAI,CAAC,CAAC;YACd,SAAS,CAAC,GAAG,CACX,6BAA6B,aAAa,CAAC,CAAC,CAAC,MAAM,MAAM,gLAAgL,CAC1O,CAAC;QACJ,CAAC;QACD,KAAK,MAAM,CAAC,OAAO,EAAE,KAAK,CAAC,IAAI,cAAc,EAAE,CAAC;YAC9C,IAAI,KAAK,CAAC,IAAI,GAAG,CAAC,EAAE,CAAC;gBACnB,SAAS,CAAC,GAAG,CACX,YAAY,OAAO,4DAA4D,CAAC,GAAG,KAAK,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,4FAA4F,CACjM,CAAC;YACJ,CAAC;QACH,CAAC;QAED,IAAI,OAA4E,CAAC;QACjF,MAAM,MAAM,GAAG,eAAe,EAAE,CAAC;QACjC,IAAI,MAAM,EAAE,CAAC;YACX,MAAM,UAAU,GAAG,MAAM,MAAM,CAAC,iBAAiB,CAAC,GAAG,EAAE;gBACrD,IAAI,EAAE,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,EAAE,GAAG,CAAC,EAAE,CAAC,CAAC;gBAClC,UAAU,EAAE,4BAA4B;gBACxC,WAAW,EAAE;oBACX,SAAS,EAAE,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,GAAG,CAAC;oBACrC,QAAQ,EAAE,KAAK,CAAC,QAAQ;oBACxB,QAAQ,EAAE,KAAK,CAAC,QAAQ;oBACxB,WAAW,EAAE,KAAK,CAAC,WAAW;iBAC/B;aACF,CAAC,CAAC;YACH,IAAI,UAAU;gBAAE,OAAO,GAAG,cAAc,CAAC,UAAU,CAAC,CAAC;QACvD,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,kBAAkB,EAAE;YAC/B,SAAS,EAAE,QAAQ,CAAC,MAAM;YAC1B,MAAM,EAAE,MAAM,CAAC,MAAM;YACrB,KAAK,EAAE,KAAK,CAAC,MAAM;YACnB,WAAW,EAAE,OAAO,EAAE,IAAI;SAC3B,CAAC,CAAC;QAEH,OAAO;YACL,WAAW,EAAE,KAAK,CAAC,WAAW;YAC9B,QAAQ,EAAE,KAAK,CAAC,QAAQ;YACxB,OAAO,EAAE,aAAa;YACtB,SAAS,EAAE,QAAQ;YACnB,gBAAgB,EAAE,MAAM;YACxB,QAAQ,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,EAAE,OAAO,EAAE,MAAM,EAAE,EAAE,EAAE,CAAC,CAAC;gBAC9C,OAAO;gBACP,KAAK,EAAE,MAAM,CAAC,KAAK;gBACnB,KAAK,EAAE,CAAC,GAAG,CAAC,cAAc,CAAC,GAAG,CAAC,OAAO,CAAC,IAAI,EAAE,CAAC,CAAC;aAChD,CAAC,CAAC;YACH,KAAK,EAAE,WAAW;YAClB,IAAI;YACJ,OAAO,EAAE,CAAC,GAAG,SAAS,CAAC;YACvB,OAAO;SACR,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,GAAG,GAAG;YACV,4BAA4B,MAAM,CAAC,SAAS,CAAC,MAAM,gBAAgB,MAAM,CAAC,QAAQ,CAAC,MAAM,cAAc,MAAM,CAAC,QAAQ,KAAK,MAAM,CAAC,WAAW,GAAG;YAChJ,YAAY,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE;YACvC,cAAc,MAAM,CAAC,SAAS,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,IAAI,KAAK,CAAC,CAAC,KAAK,UAAU,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,CAAC,EAAE,GAAG,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE;SAClI,CAAC;QAEF,KAAK,MAAM,OAAO,IAAI,MAAM,CAAC,gBAAgB,EAAE,CAAC;YAC9C,GAAG,CAAC,IAAI,CAAC,aAAa,OAAO,CAAC,KAAK,KAAK,OAAO,CAAC,MAAM,OAAO,OAAO,CAAC,OAAO,EAAE,CAAC,CAAC;QAClF,CAAC;QAED,KAAK,MAAM,OAAO,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YACtC,GAAG,CAAC,IAAI,CACN,YAAY,OAAO,CAAC,KAAK,KAAK,OAAO,CAAC,OAAO,cAAc,OAAO,CAAC,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,IAAI,MAAM,EAAE,CAChG,CAAC;QACJ,CAAC;QAED,6EAA6E;QAC7E,yEAAyE;QACzE,6CAA6C;QAC7C,MAAM,OAAO,GAAG,CAAC,GAAG,MAAM,CAAC,KAAK,CAAC,CAAC,IAAI,CACpC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CACP,CAAC,CAAC,OAAO,CAAC,aAAa,CAAC,CAAC,CAAC,OAAO,CAAC;YAClC,CAAC,CAAC,OAAO,CAAC,aAAa,CAAC,CAAC,CAAC,OAAO,CAAC;YAClC,CAAC,CAAC,MAAM,CAAC,aAAa,CAAC,CAAC,CAAC,MAAM,CAAC,CACnC,CAAC;QACF,GAAG,CAAC,IAAI,CAAC,EAAE,EAAE,YAAY,CAAC,CAAC;QAC3B,KAAK,MAAM,IAAI,IAAI,OAAO,EAAE,CAAC;YAC3B,GAAG,CAAC,IAAI,CACN,KAAK,IAAI,CAAC,OAAO,MAAM,IAAI,CAAC,OAAO,SAAS,IAAI,CAAC,GAAG,OAAO,IAAI,CAAC,MAAM,MAAM,IAAI,CAAC,KAAK,IAAI,IAAI,CAAC,IAAI,MAAM,IAAI,CAAC,QAAQ,IAAI,IAAI,CAAC,GAAG,YAAY,IAAI,CAAC,KAAK,WAAW,IAAI,CAAC,UAAU,MAAM,IAAI,CAAC,IAAI,KAAK,IAAI,CAAC,gBAAgB,GAAG,CAC/N,CAAC;QACJ,CAAC;QAED,IAAI,MAAM,CAAC,IAAI,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;YAC3B,GAAG,CAAC,IAAI,CAAC,EAAE,EAAE,qBAAqB,MAAM,CAAC,IAAI,CAAC,MAAM,GAAG,CAAC,CAAC;YACzD,KAAK,MAAM,GAAG,IAAI,MAAM,CAAC,IAAI,EAAE,CAAC;gBAC9B,GAAG,CAAC,IAAI,CACN,KAAK,GAAG,CAAC,OAAO,SAAS,GAAG,CAAC,GAAG,gBAAgB,GAAG,CAAC,OAAO,aAAa,GAAG,CAAC,UAAU,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CACpG,CAAC;YACJ,CAAC;QACH,CAAC;QAED,IAAI,MAAM,CAAC,OAAO,EAAE,CAAC;YACnB,GAAG,CAAC,IAAI,CACN,EAAE,EACF,YAAY,MAAM,CAAC,OAAO,CAAC,IAAI,KAAK,MAAM,CAAC,OAAO,CAAC,SAAS,kBAAkB,MAAM,CAAC,OAAO,CAAC,UAAU,+DAA+D,CACvK,CAAC;QACJ,CAAC;QAED,KAAK,MAAM,MAAM,IAAI,MAAM,CAAC,OAAO;YAAE,GAAG,CAAC,IAAI,CAAC,EAAE,EAAE,WAAW,MAAM,EAAE,CAAC,CAAC;QAEvE,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,GAAG,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IAClD,CAAC;CACF,CAAC,CAAC"}
@@ -0,0 +1,61 @@
1
+ /**
2
+ * @fileoverview Reverse 13F lookup — which institutions reported holding an issuer.
3
+ * Searches the EDGAR full-text index scoped to 13F-HR within one quarter's filing
4
+ * window and returns the filer list, each row chaining into
5
+ * secedgar_get_institutional_holdings for the actual position.
6
+ * @module mcp-server/tools/definitions/find-holders
7
+ */
8
+ import { z } from '@cyanheads/mcp-ts-core';
9
+ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
10
+ export declare const findHoldersTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
11
+ issuer: z.ZodString;
12
+ cusip: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
13
+ quarter: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
14
+ limit: z.ZodDefault<z.ZodNumber>;
15
+ }, z.core.$strip>, z.ZodObject<{
16
+ issuer: z.ZodString;
17
+ resolved_issuer_name: z.ZodOptional<z.ZodString>;
18
+ resolved_issuer_cik: z.ZodOptional<z.ZodString>;
19
+ search_mode: z.ZodEnum<{
20
+ cusip: "cusip";
21
+ name: "name";
22
+ }>;
23
+ search_key: z.ZodString;
24
+ quarter: z.ZodString;
25
+ filed_from: z.ZodString;
26
+ filed_to: z.ZodString;
27
+ total_filings: z.ZodNumber;
28
+ total_is_exact: z.ZodBoolean;
29
+ fetched: z.ZodNumber;
30
+ holders_in_quarter: z.ZodNumber;
31
+ holders: z.ZodArray<z.ZodObject<{
32
+ filer_name: z.ZodString;
33
+ filer_cik: z.ZodString;
34
+ accession_number: z.ZodString;
35
+ filing_date: z.ZodString;
36
+ form: z.ZodOptional<z.ZodString>;
37
+ }, z.core.$strip>>;
38
+ dataset: z.ZodOptional<z.ZodObject<{
39
+ name: z.ZodString;
40
+ row_count: z.ZodNumber;
41
+ expires_at: z.ZodString;
42
+ truncated: z.ZodBoolean;
43
+ }, z.core.$strip>>;
44
+ }, z.core.$strip>, readonly [{
45
+ readonly reason: "issuer_not_found";
46
+ readonly code: JsonRpcErrorCode.NotFound;
47
+ readonly when: "No cusip was given and the issuer does not resolve to a known EDGAR company";
48
+ readonly recovery: "Confirm the issuer with secedgar_company_search, or pass the cusip parameter to search the information tables directly.";
49
+ }, {
50
+ readonly reason: "ambiguous_issuer";
51
+ readonly code: JsonRpcErrorCode.ValidationError;
52
+ readonly when: "The issuer name matches several EDGAR companies and no cusip was given";
53
+ readonly recovery: "Retry with the ticker or the 10-digit CIK of the intended issuer from the matches list.";
54
+ }], {
55
+ readonly ordering: z.ZodString;
56
+ readonly notice: z.ZodOptional<z.ZodString>;
57
+ readonly truncated: z.ZodOptional<z.ZodBoolean>;
58
+ readonly shown: z.ZodOptional<z.ZodNumber>;
59
+ readonly cap: z.ZodOptional<z.ZodNumber>;
60
+ }>;
61
+ //# sourceMappingURL=find-holders.tool.d.ts.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"find-holders.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/find-holders.tool.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAmFjE,eAAO,MAAM,eAAe;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAgZ1B,CAAC"}