npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.15.13 → 0.15.15 - Mend

@cyanheads/secedgar-mcp-server 0.15.13 → 0.15.15

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 (109) hide show

package/dist/mcp-server/tools/definitions/dataframe-drop.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"dataframe-drop.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/dataframe-drop.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,eAAe,EAAE,MAAM,2CAA2C,CAAC;AAE5E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,iLAAiL;IACnL,WAAW,EAAE,EAAE,YAAY,EAAE,KAAK,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAEhF,MAAM,EAAE;QACN;YACE,MAAM,EAAE,oBAAoB;YAC5B,IAAI,EAAE,gBAAgB,CAAC,kBAAkB;YACzC,IAAI,EAAE,8DAA8D;YACpE,QAAQ,~~EAAE~~,~~iFAAiF~~;~~SAC5F~~;KACF;IAED,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,6CAA6C,CAAC;KAChF,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;QAC9D,OAAO,EAAE,CAAC;aACP,OAAO,EAAE;aACT,QAAQ,CAAC,8EAA8E,CAAC;KAC5F,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,MAAM,GAAG,eAAe,EAAE,CAAC;QACjC,IAAI,CAAC,MAAM,EAAE,CAAC;YACZ,MAAM,GAAG,CAAC,IAAI,CAAC,oBAAoB,EAAE,8CAA8C,CAAC,CAAC;QACvF,CAAC;QACD,MAAM,OAAO,GAAG,MAAM,MAAM,CAAC,IAAI,CAAC,GAAG,EAAE,KAAK,CAAC,IAAI,CAAC,CAAC;QACnD,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,0BAA0B,EAAE,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,EAAE,OAAO,EAAE,CAAC,CAAC;QACxE,OAAO,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,EAAE,OAAO,EAAE,CAAC;IACvC,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE,CAAC;QAClB;YACE,IAAI,EAAE,MAAM;YACZ,IAAI,EAAE,MAAM,CAAC,OAAO,CAAC,CAAC,CAAC,WAAW,MAAM,CAAC,IAAI,GAAG,CAAC,CAAC,CAAC,GAAG,MAAM,CAAC,IAAI,aAAa;SAC/E;KACF;CACF,CAAC,CAAC"}
1	+ {"version":3,"file":"dataframe-drop.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/dataframe-drop.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,eAAe,EAAE,MAAM,2CAA2C,CAAC;AAE5E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,iLAAiL;IACnL,WAAW,EAAE,EAAE,YAAY,EAAE,KAAK,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAEhF,MAAM,EAAE;QACN;YACE,MAAM,EAAE,oBAAoB;YAC5B,IAAI,EAAE,gBAAgB,CAAC,kBAAkB;YACzC,IAAI,EAAE,8DAA8D;YACpE,QAAQ,EACN,oQAAoQ;SACvQ;KACF;IAED,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,6CAA6C,CAAC;KAChF,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,mCAAmC,CAAC;QAC9D,OAAO,EAAE,CAAC;aACP,OAAO,EAAE;aACT,QAAQ,CAAC,8EAA8E,CAAC;KAC5F,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,MAAM,GAAG,eAAe,EAAE,CAAC;QACjC,IAAI,CAAC,MAAM,EAAE,CAAC;YACZ,MAAM,GAAG,CAAC,IAAI,CAAC,oBAAoB,EAAE,8CAA8C,CAAC,CAAC;QACvF,CAAC;QACD,MAAM,OAAO,GAAG,MAAM,MAAM,CAAC,IAAI,CAAC,GAAG,EAAE,KAAK,CAAC,IAAI,CAAC,CAAC;QACnD,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,0BAA0B,EAAE,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,EAAE,OAAO,EAAE,CAAC,CAAC;QACxE,OAAO,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,EAAE,OAAO,EAAE,CAAC;IACvC,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE,CAAC;QAClB;YACE,IAAI,EAAE,MAAM;YACZ,IAAI,EAAE,MAAM,CAAC,OAAO,CAAC,CAAC,CAAC,WAAW,MAAM,CAAC,IAAI,GAAG,CAAC,CAAC,CAAC,GAAG,MAAM,CAAC,IAAI,aAAa;SAC/E;KACF;CACF,CAAC,CAAC"}

package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts CHANGED Viewed

@@ -24,7 +24,7 @@ export declare const dataframeQueryTool: import("@cyanheads/mcp-ts-core").ToolDe
     readonly reason: "canvas_unavailable";
     readonly code: JsonRpcErrorCode.ServiceUnavailable;
     readonly when: "The DataCanvas service is not configured for this deployment";
-    readonly recovery: "Set CANVAS_PROVIDER_TYPE=duckdb in the server environment to enable dataframes.";
+    readonly recovery: "Dataframes need the DuckDB canvas. On an npm or Docker install, set CANVAS_PROVIDER_TYPE=duckdb (the default when unset) and restart the server; the MCPB bundle ships without DuckDB, so there the data tools return their results inline and stage no dataframe.";
 }, {
     readonly reason: "system_catalog_access";
     readonly code: JsonRpcErrorCode.ValidationError;

package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"dataframe-query.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/dataframe-query.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAmBjE,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~EAiS7B~~,CAAC"}
1	+ {"version":3,"file":"dataframe-query.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/dataframe-query.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAmBjE,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAkS7B,CAAC"}

package/dist/mcp-server/tools/definitions/dataframe-query.tool.js CHANGED Viewed

@@ -49,7 +49,7 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             reason: 'canvas_unavailable',
             code: JsonRpcErrorCode.ServiceUnavailable,
             when: 'The DataCanvas service is not configured for this deployment',
-            recovery: 'Set CANVAS_PROVIDER_TYPE=duckdb in the server environment to enable dataframes.',
+            recovery: 'Dataframes need the DuckDB canvas. On an npm or Docker install, set CANVAS_PROVIDER_TYPE=duckdb (the default when unset) and restart the server; the MCPB bundle ships without DuckDB, so there the data tools return their results inline and stage no dataframe.',
         },
         {
             reason: 'system_catalog_access',

package/dist/mcp-server/tools/definitions/dataframe-query.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts CHANGED Viewed

@@ -89,8 +89,8 @@ export declare const fetchFramesTool: import("@cyanheads/mcp-ts-core").ToolDefin
 }, {
     readonly reason: "sec_unreachable";
     readonly code: JsonRpcErrorCode.ServiceUnavailable;
-    readonly when: "The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds";
-    readonly recovery: "Retry the same call in a minute — SEC EDGAR could not be reached, and nothing in the request needs to change.";
+    readonly when: "SEC EDGAR gave no complete, readable response — on the last attempt made (the third, or an earlier one once this call's 40-second budget for SEC failures ran out) the connection failed, no response headers arrived within 15 seconds, or the body broke off or stalled for 15 seconds, each wait capped at what was left of that budget; a 200 body was not the JSON SEC serves; or earlier SEC failures had spent that budget, so the request was never sent";
+    readonly recovery: "Retry the same call in a minute — SEC EDGAR did not deliver a complete, readable response, and nothing in the request needs to change.";
     readonly retryable: true;
     readonly thrownBy: "service";
 }], {

package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"fetch-frames.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/fetch-frames.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;~~AAwBjE~~,eAAO,MAAM,eAAe;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~EAkd1B~~,CAAC"}
1	+ {"version":3,"file":"fetch-frames.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/fetch-frames.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAyBjE,eAAO,MAAM,eAAe;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAmd1B,CAAC"}

package/dist/mcp-server/tools/definitions/fetch-frames.tool.js CHANGED Viewed

@@ -10,6 +10,7 @@
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { dataframeGuidance, getCanvasBridge, toDatasetField, } from '../../../services/canvas-bridge/canvas-bridge.js';
+import { CallScope } from '../../../services/edgar/call-scope.js';
 import { describeUnknownConcepts, findUnknownConcept, resolveConcept, resolveConceptTarget, } from '../../../services/edgar/concept-map.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { fiscalQ4Caveats } from '../../../services/edgar/fiscal-periods.js';
@@ -57,8 +58,8 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         {
             reason: 'sec_unreachable',
             code: JsonRpcErrorCode.ServiceUnavailable,
-            when: 'The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds',
-            recovery: 'Retry the same call in a minute — SEC EDGAR could not be reached, and nothing in the request needs to change.',
+            when: "SEC EDGAR gave no complete, readable response — on the last attempt made (the third, or an earlier one once this call's 40-second budget for SEC failures ran out) the connection failed, no response headers arrived within 15 seconds, or the body broke off or stalled for 15 seconds, each wait capped at what was left of that budget; a 200 body was not the JSON SEC serves; or earlier SEC failures had spent that budget, so the request was never sent",
+            recovery: 'Retry the same call in a minute — SEC EDGAR did not deliver a complete, readable response, and nothing in the request needs to change.',
             retryable: true,
             thrownBy: 'service',
         },
@@ -185,6 +186,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             });
         }
         const api = getEdgarApiService();
+        const scope = new CallScope(ctx.signal);
         const concept = input.concept.trim();
         const mapping = resolveConcept(concept);
         /**
@@ -197,7 +199,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         const tag = target.tags[0] ?? concept;
         const { label, taxonomy } = target;
         const unit = (target.unit ?? input.unit).replace('/', '-per-');
-        const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period);
+        const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period, scope);
         if (!framesResponse) {
             /** A tag SEC frames only in the other namespace 404s here too, so say which one was read. */
             const namespaceNote = mapping
@@ -219,7 +221,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         }
         const enriched = await Promise.all(framesResponse.data.map(async (entry) => {
             const cik = String(entry.cik).padStart(10, '0');
-            const ticker = await api.cikToTicker(cik);
+            const ticker = await api.cikToTicker(cik, scope);
             return { entry, cik, ticker, location: businessLocation(entry.loc) };
         }));
         const sorted = [...enriched].sort((a, b) => input.sort === 'desc' ? b.entry.val - a.entry.val : a.entry.val - b.entry.val);

package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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package/dist/mcp-server/tools/definitions/find-holders.tool.d.ts CHANGED Viewed

@@ -61,8 +61,8 @@ export declare const findHoldersTool: import("@cyanheads/mcp-ts-core").ToolDefin
 }, {
     readonly reason: "sec_unreachable";
     readonly code: JsonRpcErrorCode.ServiceUnavailable;
-    readonly when: "The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds";
-    readonly recovery: "Retry the same call in a minute — SEC EDGAR could not be reached, and nothing in the request needs to change.";
+    readonly when: "SEC EDGAR gave no complete, readable response — on the last attempt made (the third, or an earlier one once this call's 40-second budget for SEC failures ran out) the connection failed, no response headers arrived within 15 seconds, or the body broke off or stalled for 15 seconds, each wait capped at what was left of that budget; a 200 body was not the JSON SEC serves; or earlier SEC failures had spent that budget, so the request was never sent";
+    readonly recovery: "Retry the same call in a minute — SEC EDGAR did not deliver a complete, readable response, and nothing in the request needs to change.";
     readonly retryable: true;
     readonly thrownBy: "service";
 }], {

package/dist/mcp-server/tools/definitions/find-holders.tool.d.ts.map CHANGED Viewed

	@@ -1 +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;~~AAuFjE~~,eAAO,MAAM,eAAe;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~EA2Z1B~~,CAAC"}
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;AAwFjE,eAAO,MAAM,eAAe;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA0a1B,CAAC"}

package/dist/mcp-server/tools/definitions/find-holders.tool.js CHANGED Viewed

@@ -8,6 +8,7 @@
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { dataframeGuidance, getCanvasBridge, toDatasetField, } from '../../../services/canvas-bridge/canvas-bridge.js';
+import { CallScope } from '../../../services/edgar/call-scope.js';
 import { cleanDisplayName, getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 /**
  * Hits returned by one EFTS request. The endpoint ignores the `size` parameter
@@ -15,7 +16,7 @@ import { cleanDisplayName, getEdgarApiService } from '../../../services/edgar/ed
  */
 const EFTS_PAGE_SIZE = 100;
 /**
- * Pages fetched in one call — 500 filer rows. Measured against the Q1 2026
+ * Pages fetched in one call — 500 matching documents. Measured against the Q1 2026
  * filing window (2026-04-01 → 2026-06-30): Apple (CUSIP 037833100) draws 6,652
  * 13F-HR filings, so the budget returns a 500-row sample with the exact total
  * still reported and `dataset.truncated` set; Liberty Live Holdings (530909100)
@@ -96,8 +97,8 @@ export const findHoldersTool = tool('secedgar_find_holders', {
         {
             reason: 'sec_unreachable',
             code: JsonRpcErrorCode.ServiceUnavailable,
-            when: 'The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds',
-            recovery: 'Retry the same call in a minute — SEC EDGAR could not be reached, and nothing in the request needs to change.',
+            when: "SEC EDGAR gave no complete, readable response — on the last attempt made (the third, or an earlier one once this call's 40-second budget for SEC failures ran out) the connection failed, no response headers arrived within 15 seconds, or the body broke off or stalled for 15 seconds, each wait capped at what was left of that budget; a 200 body was not the JSON SEC serves; or earlier SEC failures had spent that budget, so the request was never sent",
+            recovery: 'Retry the same call in a minute — SEC EDGAR did not deliver a complete, readable response, and nothing in the request needs to change.',
             retryable: true,
             thrownBy: 'service',
         },
@@ -160,7 +161,7 @@ export const findHoldersTool = tool('secedgar_find_holders', {
         filed_to: z.string().describe('End of the filing window searched (YYYY-MM-DD).'),
         total_filings: z
             .number()
-            .describe('13F-HR filings matching the search key in the window, per the index; slightly over-counts holders (amendments of older quarters, managers amending this one), which holders_in_quarter corrects.'),
+            .describe('Matching documents in the filing window, including amendments; holders_in_quarter deduplicates managers and filters period.'),
         total_is_exact: z
             .boolean()
             .describe('False when total_filings is a lower bound (the index capped the count).'),
@@ -169,7 +170,7 @@ export const findHoldersTool = tool('secedgar_find_holders', {
             .describe('Filings retrieved, at most 500; equals total_filings when the window fit.'),
         holders_in_quarter: z
             .number()
-            .describe('Distinct managers reporting this quarter among fetched filings: the set limit pages and the dataframe holds. Other-quarter amendments drop; a manager that amended counts once, at its latest filing.'),
+            .describe('Distinct in-quarter managers in the fetched sample and dataframe; latest filing per CIK wins, other periods excluded.'),
         holders: z
             .array(z
             .object({
@@ -199,10 +200,10 @@ export const findHoldersTool = tool('secedgar_find_holders', {
             expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
             truncated: z
                 .boolean()
-                .describe('True when total_filings exceeds fetched, so more filers exist.'),
+                .describe('True when the fetched sample may omit matching documents.'),
         })
             .optional()
-            .describe('Dataframe of every fetched filer row, keyed by issuer and quarter for cross-issuer joins. Absent when the result fits inline, canvas is unavailable, or staging failed.'),
+            .describe('Fetched managers keyed by issuer and quarter for joins. Absent if inline fits, canvas is unavailable or staging fails.'),
     }),
     enrichment: {
         ordering: z
@@ -211,20 +212,21 @@ export const findHoldersTool = tool('secedgar_find_holders', {
         notice: z
             .string()
             .optional()
-            .describe('Guidance when the search returned no filers — names the likely cause.'),
+            .describe('Continuation, search coverage, empty results, and dataframe guidance.'),
         truncated: z.boolean().optional().describe('True when the inline holders list was capped.'),
         shown: z.number().optional().describe('Number of filers shown inline.'),
         cap: z.number().optional().describe('The limit cap applied.'),
     },
     async handler(input, ctx) {
         const api = getEdgarApiService();
+        const scope = new CallScope(ctx.signal);
         const cusip = input.cusip?.toUpperCase() || undefined;
         // With a CUSIP in hand the information tables are matched directly, so no
         // company lookup runs and the issuer input is carried through as a label.
         let resolvedName;
         let resolvedCik;
         if (!cusip) {
-            const resolved = await api.resolveCik(input.issuer);
+            const resolved = await api.resolveCik(input.issuer, scope);
             const candidates = Array.isArray(resolved) ? resolved : [resolved];
             if (candidates.length > 1) {
                 const shown = candidates.slice(0, 10);
@@ -272,7 +274,7 @@ export const findHoldersTool = tool('secedgar_find_holders', {
                 endDate: filedTo,
                 from: page * EFTS_PAGE_SIZE,
                 size: EFTS_PAGE_SIZE,
-            });
+            }, scope);
             if (page === 0) {
                 total = response.hits.total.value;
                 totalIsExact = response.hits.total.relation === 'eq';
@@ -299,7 +301,7 @@ export const findHoldersTool = tool('secedgar_find_holders', {
                 break;
         }
         const rows = [...byFiler.values()];
-        const truncated = hitsFetched < total;
+        const truncated = hitsFetched < total || !totalIsExact;
         let dataset;
         const bridge = getCanvasBridge();
         if (bridge && rows.length > input.limit) {
@@ -336,12 +338,13 @@ export const findHoldersTool = tool('secedgar_find_holders', {
          * aggregate over that sample, which is worth saying before someone counts it.
          */
         const sampleNote = truncated
-            ? ` The fetch budget stopped at ${hitsFetched} of ${total} matching filings, and the index served them in that same relevance order, so this is a sample of the holders rather than the first ones by any measure.`
+            ? ` The fetch budget stopped at ${hitsFetched} of ${totalIsExact ? '' : 'at least '}${total} matching documents, and the index served them in that same relevance order, so this is a sample of the holders rather than the first ones by any measure.`
             : '';
         ctx.enrich({
             ordering: `Filers are listed in EDGAR search-relevance order, which reflects text match strength only — it is not a ranking by shares held or market value.${sampleNote} Read a manager's actual position with secedgar_get_institutional_holdings using its filer_cik and quarter "${quarter}".`,
         });
         const searchedTerm = searchMode === 'cusip' ? `CUSIP ${searchKey}` : `the phrase ${searchKey}`;
+        const notices = [];
         if (total === 0) {
             const deadline = addDays(quarterEnd, FILING_DEADLINE_DAYS);
             const cause = deadline > new Date().toISOString().slice(0, 10)
@@ -349,22 +352,31 @@ export const findHoldersTool = tool('secedgar_find_holders', {
                 : searchMode === 'cusip'
                     ? 'Verify the CUSIP identifies a 13(f)-reportable security and covers the intended share class, or drop cusip to phrase-match the issuer name instead.'
                     : 'The issuer name is phrase-matched against filing text and managers may write it differently — pass cusip for an exact match, read one off any secedgar_get_institutional_holdings result.';
-            ctx.enrich.notice(`No 13F-HR filings matched ${searchedTerm} filed ${filedFrom} to ${filedTo}. ${cause}`);
+            notices.push(`No 13F-HR filings matched ${searchedTerm} filed ${filedFrom} to ${filedTo}. ${cause}`);
         }
         else if (rows.length === 0) {
-            ctx.enrich.notice(`${total} 13F-HR filings matched ${searchedTerm} in the ${filedFrom} to ${filedTo} window, but none of the ${hitsFetched} fetched report ${quarter} (period ending ${quarterEnd}) — they are amendments restating other quarters. Search the quarter those amendments cover, or a later one.`);
+            notices.push(`${total} 13F-HR filings matched ${searchedTerm} in the ${filedFrom} to ${filedTo} window, but none of the ${hitsFetched} fetched report ${quarter} (period ending ${quarterEnd}) — they are amendments restating other quarters. Search the quarter those amendments cover, or a later one.`);
         }
         else if (rows.length > input.limit) {
-            ctx.enrich.truncated({
-                shown: input.limit,
-                cap: input.limit,
-                guidance: dataset
-                    ? truncated
-                        ? `${total} filings matched in the window; the fetch budget of ${FETCH_PAGE_BUDGET * EFTS_PAGE_SIZE} retrieved ${hitsFetched}, resolving to ${rows.length} managers reporting ${quarter}. ${dataframeGuidance(dataset)}`
-                        : dataframeGuidance(dataset)
-                    : 'Raise limit to see more inline, or narrow to a single share class with cusip.',
-            });
+            const guidance = dataset
+                ? truncated
+                    ? `${total} filings matched in the window; the fetch budget of ${FETCH_PAGE_BUDGET * EFTS_PAGE_SIZE} retrieved ${hitsFetched}, resolving to ${rows.length} managers reporting ${quarter}. ${dataframeGuidance(dataset)}`
+                    : dataframeGuidance(dataset)
+                : 'Raise limit to see more inline, or narrow to a single share class with cusip.';
+            notices.push(guidance);
+        }
+        if (truncated) {
+            const reachable = Math.min(total, 10_000);
+            const recipe = hitsFetched < reachable
+                ? ` Continue with secedgar_search_filings ${JSON.stringify({ query: searchKey, forms: ['13F-HR'], filed_after: filedFrom, filed_before: filedTo, sort: 'relevance', offset: hitsFetched, limit: Math.min(EFTS_PAGE_SIZE, 10_000 - hitsFetched) })}. Offset counts documents; a filing may recur across pages. Advance offset by 100 documents per full page, stopping before offset + limit exceeds 10000. forms=["13F-HR"] includes amendments. Filter results by period_ending="${quarterEnd}"; deduplicate across the original sample and subsequent pages by CIK (sample.filer_cik, results.cik), keeping the latest filing_date.`
+                : '';
+            notices.push(`${totalIsExact ? `${total} matching documents` : `At least ${total} matching documents (lower bound)`}; ${reachable} reported documents are reachable within EDGAR's 10000-document paging ceiling.${!totalIsExact || total > 10_000 ? ' Documents beyond that window are unreachable by paging.' : ''}${recipe}`);
+        }
+        if (rows.length > input.limit) {
+            ctx.enrich.truncated({ shown: input.limit, cap: input.limit, guidance: notices.join(' ') });
         }
+        else if (notices.length > 0)
+            ctx.enrich.notice(notices.join(' '));
         ctx.log.info('Holder search completed', {
             issuer: input.issuer,
             searchMode,

package/dist/mcp-server/tools/definitions/find-holders.tool.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/get-beneficial-owners.tool.d.ts CHANGED Viewed

@@ -4,9 +4,8 @@
  * 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.
+ * feed — SEC cross-lists a 13D/G under every CIK party to it. Each document's issuer CIK
+ * must therefore match before its ownership is attributed to the requested company.
  * @module mcp-server/tools/definitions/get-beneficial-owners
  */
 import { z } from '@cyanheads/mcp-ts-core';
@@ -31,6 +30,17 @@ export declare const getBeneficialOwnersTool: import("@cyanheads/mcp-ts-core").T
     }>;
     total_structured_filings: z.ZodNumber;
     filings_parsed: z.ZodNumber;
+    filings_examined: z.ZodNumber;
+    filings_excluded_other_issuer: z.ZodNumber;
+    filings_not_examined: z.ZodNumber;
+    filings_failed: z.ZodArray<z.ZodObject<{
+        accession_number: z.ZodString;
+        reason: z.ZodEnum<{
+            document_not_found: "document_not_found";
+            unparseable: "unparseable";
+        }>;
+    }, z.core.$strip>>;
+    partial: z.ZodBoolean;
     structured_coverage_from: z.ZodString;
     legacy_filings_before_coverage: z.ZodNumber;
     filings: z.ZodArray<z.ZodObject<{
@@ -94,8 +104,8 @@ export declare const getBeneficialOwnersTool: import("@cyanheads/mcp-ts-core").T
 }, {
     readonly reason: "sec_unreachable";
     readonly code: JsonRpcErrorCode.ServiceUnavailable;
-    readonly when: "The last of three attempts to reach SEC EDGAR got no HTTP response — the connection failed, or no response headers arrived within 15 seconds";
-    readonly recovery: "Retry the same call in a minute — SEC EDGAR could not be reached, and nothing in the request needs to change.";
+    readonly when: "SEC EDGAR gave no complete, readable response — on the last attempt made (the third, or an earlier one once this call's 40-second budget for SEC failures ran out) the connection failed, no response headers arrived within 15 seconds, or the body broke off or stalled for 15 seconds, each wait capped at what was left of that budget; a 200 body was not the JSON SEC serves; or earlier SEC failures had spent that budget, so the request was never sent";
+    readonly recovery: "Retry the same call in a minute — SEC EDGAR did not deliver a complete, readable response, and nothing in the request needs to change.";
     readonly retryable: true;
     readonly thrownBy: "service";
 }], {

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

	@@ -1 +1 @@
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