@cyanheads/secedgar-mcp-server 0.14.0 → 0.15.0

package/README.md

@@ -1,7 +1,7 @@
 <div align="center">
   <h1>@cyanheads/secedgar-mcp-server</h1>
   <p><b>Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.</b>
-  <div>14 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div>
+  <div>16 Tools (+1 opt-in) • 2 Resources • 1 Prompt</div>
   </p>
 </div>
 
@@ -29,7 +29,7 @@
 
 ## Tools
 
-Twelve tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:
+Fourteen tools for querying SEC EDGAR data, plus three for SQL analytics over the DuckDB-backed canvas dataframes those tools materialize:
 
 | Tool | Description |
 |:---|:---|
@@ -42,6 +42,8 @@ Twelve tools for querying SEC EDGAR data, plus three for SQL analytics over the
 | `secedgar_get_insider_transactions` | Form 4 / 4-A insider transactions (buys, sells, grants, exercises) parsed from ownership XML |
 | `secedgar_get_institutional_holdings` | 13F-HR quarterly institutional holdings parsed from the information table |
 | `secedgar_find_holders` | Reverse 13F lookup — which institutional managers reported holding an issuer |
+| `secedgar_get_beneficial_owners` | 5%+ blockholders of an issuer, parsed from structured SCHEDULE 13D / 13G filings |
+| `secedgar_get_fund_holdings` | ETF and mutual fund portfolio holdings from the quarterly NPORT-P report |
 | `secedgar_fetch_frames` | Fetch SEC XBRL frames for one concept × one period across all reporting companies |
 | `secedgar_compare_companies` | Compare named companies across several concepts, aligned on calendar periods |
 | `secedgar_search_concepts` | Discover supported XBRL concept names or reverse-lookup a raw tag |
@@ -70,7 +72,9 @@ Search EDGAR filings since 1993. Full-text search covers 2001-present (the EFTS
 - Exact phrases (`"material weakness"`), boolean operators (`revenue OR income`), wildcards (`account*`)
 - 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
 - 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
-- 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
+- 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
+- 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
+- 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
 - Date range filtering, form type filtering, pagination up to 10,000 results
 - Returns form distribution for narrowing follow-up searches
 - 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`
@@ -159,6 +163,30 @@ Reverse 13F lookup: which institutional managers reported a position in an issue
 
 ---
 
+### `secedgar_get_beneficial_owners`
+
+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.
+
+- 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`
+- 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
+- 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`
+- Amendments carry the current position and are included by default; `include_amendments=false` leaves only the filings that opened a position
+- 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
+
+---
+
+### `secedgar_get_fund_holdings`
+
+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.
+
+- 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`)
+- 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
+- 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
+- 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
+- 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
+
+---
+
 ### `secedgar_get_material_events`
 
 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.

package/dist/index.js

@@ -16,8 +16,10 @@ import { dataframeDropTool } from './mcp-server/tools/definitions/dataframe-drop
 import { dataframeQueryTool } from './mcp-server/tools/definitions/dataframe-query.tool.js';
 import { fetchFramesTool } from './mcp-server/tools/definitions/fetch-frames.tool.js';
 import { findHoldersTool } from './mcp-server/tools/definitions/find-holders.tool.js';
+import { getBeneficialOwnersTool } from './mcp-server/tools/definitions/get-beneficial-owners.tool.js';
 import { getFilingTool } from './mcp-server/tools/definitions/get-filing.tool.js';
 import { getFinancialsTool } from './mcp-server/tools/definitions/get-financials.tool.js';
+import { getFundHoldingsTool } from './mcp-server/tools/definitions/get-fund-holdings.tool.js';
 import { getInsiderTransactionsTool } from './mcp-server/tools/definitions/get-insider-transactions.tool.js';
 import { getInstitutionalHoldingsTool } from './mcp-server/tools/definitions/get-institutional-holdings.tool.js';
 import { getMaterialEventsTool } from './mcp-server/tools/definitions/get-material-events.tool.js';
@@ -49,6 +51,8 @@ await createApp({
         getInsiderTransactionsTool,
         getInstitutionalHoldingsTool,
         findHoldersTool,
+        getBeneficialOwnersTool,
+        getFundHoldingsTool,
         fetchFramesTool,
         compareCompaniesTool,
         searchConceptsTool,
@@ -58,7 +62,7 @@ await createApp({
     ],
     resources: [conceptsResource, filingTypesResource],
     prompts: [companyAnalysisPrompt],
-    instructions: 'Use the secedgar_* tools to query SEC EDGAR — US public-company filings since 1993 plus historical XBRL financials. Resolve companies with secedgar_company_search (accepts ticker, name, or CIK), fetch document text with secedgar_get_filing by accession number, and search filings with secedgar_search_filings (full-text covers 2001-present; pre-2001 date ranges browse the archives by form and entity/date, so pre-2001 full-text matching requires ticker:/cik: entity scope; supports boolean operators and inline ticker:AAPL / cik:320193 targeting). For financials, secedgar_get_financials and secedgar_fetch_frames accept friendly names like "revenue" or "eps_diluted" (discover them with secedgar_search_concepts) or raw XBRL tags; 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. Data-returning tools also materialize their full upstream response as a df_<id> handle for downstream SQL via secedgar_dataframe_query — list dataframes with secedgar_dataframe_describe.',
+    instructions: 'Use the secedgar_* tools to query SEC EDGAR — US public-company filings since 1993 plus historical XBRL financials. Resolve companies with secedgar_company_search (accepts ticker, name, or CIK), fetch document text with secedgar_get_filing by accession number, and search filings with secedgar_search_filings (full-text covers 2001-present; pre-2001 date ranges browse the archives by form and entity/date, so pre-2001 full-text matching requires ticker:/cik: entity scope; supports boolean operators and inline ticker:AAPL / cik:320193 targeting). For financials, secedgar_get_financials and secedgar_fetch_frames accept friendly names like "revenue" or "eps_diluted" (discover them with secedgar_search_concepts) or raw XBRL tags; secedgar_get_snapshot profiles one company across every supported concept in a single call, and secedgar_compare_companies puts 2-10 named companies side by side on aligned calendar periods. 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.',
     async setup(core) {
         initEdgarApiService();
         initCanvasBridge(core.canvas);

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package/dist/mcp-server/prompts/definitions/company-analysis.prompt.d.ts.map

@@ -1 +1 @@
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+{"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"}

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

@@ -13,13 +13,14 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
             .describe('Specific areas to focus on (e.g., "revenue growth, debt levels, insider activity"). If omitted, performs a general analysis.'),
     }),
     generate: (args) => {
-        // Route ownership-focused analyses to the purpose-built ownership tools (#75).
-        // "ownership" is generic, so it surfaces both the insider and institutional steps;
-        // the baseline financial/filing/event/peer workflow is unchanged, and
+        // Route ownership-focused analyses to the purpose-built ownership tools (#75, #83).
+        // "ownership" is generic, so it surfaces the insider, institutional, and blockholder
+        // steps together; the baseline financial/filing/event/peer workflow is unchanged, and
         // secedgar_search_filings stays the fallback for broad discovery.
         const focus = (args.focus_areas ?? '').toLowerCase();
         const wantsInsider = /insider|management transaction|ownership/.test(focus);
         const wantsInstitutional = /institutional|13[\s-]?f|ownership/.test(focus);
+        const wantsBlockholders = /blockholder|activist|beneficial|13[\s-]?[dg]|stake|ownership/.test(focus);
         const steps = [
             '**Company Identification** — Use `secedgar_company_search` to resolve the company and review recent filings.',
             '**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.',
@@ -32,6 +33,9 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
         if (wantsInstitutional) {
             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.");
         }
+        if (wantsBlockholders) {
+            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.");
+        }
         steps.push('**Industry Context** — Use `secedgar_fetch_frames` to compare key metrics against peers.');
         const findings = [
             '- **Company Overview** — entity details, industry, fiscal year',
@@ -39,8 +43,8 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
             '- **Risk Factors** — material risks from latest filings',
             '- **Recent Events** — notable 8-K filings and their significance',
         ];
-        if (wantsInsider || wantsInstitutional) {
-            findings.push('- **Ownership Activity** — insider transactions and/or institutional holdings for the focus');
+        if (wantsInsider || wantsInstitutional || wantsBlockholders) {
+            findings.push('- **Ownership Activity** — insider transactions, institutional holdings, and/or 5%+ blockholders for the focus');
         }
         findings.push('- **Peer Comparison** — how the company stacks up on key metrics');
         findings.push('- **Key Takeaways** — 3-5 bullet points summarizing the analysis');

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

@@ -1 +1 @@
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+{"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"}

package/dist/mcp-server/resources/definitions/filing-types.resource.d.ts.map

@@ -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;AA4EH,eAAO,MAAM,mBAAmB;;wDAsE9B,CAAC"}
+{"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"}

package/dist/mcp-server/resources/definitions/filing-types.resource.js

@@ -53,6 +53,12 @@ const FILING_TYPES = [
         description: 'Beneficial ownership report for 5%+ passive investors.',
         use_cases: 'Passive institutional ownership tracking',
     },
+    {
+        form: 'NPORT-P',
+        cadence: 'Quarterly, per fund series',
+        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.',
+        use_cases: 'ETF and mutual fund holdings, fund overlap and concentration analysis',
+    },
     {
         form: 'S-1',
         cadence: 'One-time',

package/dist/mcp-server/resources/definitions/filing-types.resource.js.map

@@ -1 +1 @@
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+{"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"}

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

@@ -0,0 +1,93 @@
+/**
+ * @fileoverview Blockholder ownership for one issuer, parsed from the structured
+ * SCHEDULE 13D / SCHEDULE 13G XML that SEC has required since 2024-12-18. Completes the
+ * ownership triangle alongside secedgar_get_insider_transactions (Form 4 officers and
+ * directors) and secedgar_get_institutional_holdings (13F portfolios): this tool covers the
+ * 5%-and-over stakes, activist and passive. Discovery runs off the issuer's own submissions
+ * feed — SEC cross-lists a 13D/G under every CIK party to it, so the issuer's history
+ * already carries the filings made about it and the archive document is reachable on the
+ * issuer's own path.
+ * @module mcp-server/tools/definitions/get-beneficial-owners
+ */
+import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
+export declare const getBeneficialOwnersTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
+    issuer: z.ZodString;
+    form_kind: z.ZodDefault<z.ZodEnum<{
+        "13D": "13D";
+        "13G": "13G";
+        all: "all";
+    }>>;
+    include_amendments: z.ZodDefault<z.ZodBoolean>;
+    limit: z.ZodDefault<z.ZodNumber>;
+}, z.core.$strip>, z.ZodObject<{
+    issuer: z.ZodString;
+    issuer_cik: z.ZodString;
+    issuer_name: z.ZodString;
+    form_kind: z.ZodEnum<{
+        "13D": "13D";
+        "13G": "13G";
+        all: "all";
+    }>;
+    total_structured_filings: z.ZodNumber;
+    filings_parsed: z.ZodNumber;
+    structured_coverage_from: z.ZodString;
+    legacy_filings_before_coverage: z.ZodNumber;
+    filings: z.ZodArray<z.ZodObject<{
+        form: z.ZodString;
+        schedule: z.ZodEnum<{
+            "13D": "13D";
+            "13G": "13G";
+        }>;
+        is_amendment: z.ZodBoolean;
+        amendment_number: z.ZodOptional<z.ZodString>;
+        accession_number: z.ZodString;
+        filing_date: z.ZodString;
+        event_date: z.ZodOptional<z.ZodString>;
+        security_class: z.ZodOptional<z.ZodString>;
+        cusips: z.ZodArray<z.ZodString>;
+        purpose_of_transaction: z.ZodOptional<z.ZodString>;
+        purpose_truncated: z.ZodBoolean;
+        reporting_persons: z.ZodArray<z.ZodObject<{
+            name: z.ZodString;
+            cik: z.ZodOptional<z.ZodString>;
+            citizenship: z.ZodOptional<z.ZodString>;
+            percent_of_class: z.ZodOptional<z.ZodNumber>;
+            aggregate_amount_owned: z.ZodOptional<z.ZodNumber>;
+            sole_voting_power: z.ZodOptional<z.ZodNumber>;
+            shared_voting_power: z.ZodOptional<z.ZodNumber>;
+            sole_dispositive_power: z.ZodOptional<z.ZodNumber>;
+            shared_dispositive_power: z.ZodOptional<z.ZodNumber>;
+            person_types: z.ZodArray<z.ZodString>;
+            excludes_certain_shares: z.ZodOptional<z.ZodBoolean>;
+            notes: z.ZodOptional<z.ZodString>;
+        }, z.core.$strip>>;
+    }, z.core.$strip>>;
+    dataset: z.ZodOptional<z.ZodObject<{
+        name: z.ZodString;
+        row_count: z.ZodNumber;
+        expires_at: z.ZodString;
+        truncated: z.ZodBoolean;
+    }, z.core.$strip>>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "issuer_not_found";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The issuer input does not resolve to a known EDGAR company";
+    readonly recovery: "Use secedgar_company_search to find the issuer ticker or 10-digit CIK.";
+}, {
+    readonly reason: "ambiguous_issuer";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The issuer name matches several EDGAR companies";
+    readonly recovery: "Retry with the ticker or the 10-digit CIK of the intended issuer from the matches list.";
+}, {
+    readonly reason: "no_filings_found";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The issuer has no structured SCHEDULE 13D/13G filings matching the requested form kind";
+    readonly recovery: "Use secedgar_search_filings with forms [\"SC 13D\",\"SC 13G\"] to reach the pre-2024-12-18 text filings, then read them with secedgar_get_filing.";
+}], {
+    readonly notice: z.ZodOptional<z.ZodString>;
+    readonly truncated: z.ZodOptional<z.ZodBoolean>;
+    readonly shown: z.ZodOptional<z.ZodNumber>;
+    readonly cap: z.ZodOptional<z.ZodNumber>;
+}>;
+//# sourceMappingURL=get-beneficial-owners.tool.d.ts.map

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

@@ -0,0 +1 @@
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