@cyanheads/secedgar-mcp-server 0.15.13 → 0.15.15

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

@@ -4,16 +4,17 @@
  * 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 { 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 { formNameToSchedule, parseBeneficialOwnershipXml, } from '../../../services/edgar/beneficial-ownership-parser.js';
+import { CallScope } from '../../../services/edgar/call-scope.js';
 import { getEdgarApiService, rawDocumentName } from '../../../services/edgar/edgar-api-service.js';
+import { sameCik } from '../../../services/edgar/same-cik.js';
 /**
  * First filing date on which every beneficial-ownership filing arrived in the structured
  * format. The legacy `SC 13D` / `SC 13G` names stop dead here: EDGAR full-text search counts
@@ -21,6 +22,10 @@ import { getEdgarApiService, rawDocumentName } from '../../../services/edgar/edg
  * same day. Filings before it are text or HTML documents with no XML to parse.
  */
 const STRUCTURED_FROM = '2024-12-18';
+/** Maximum schedule documents examined in one newest-first scan. */
+const FILING_SCAN_CAP = 50;
+/** Maximum matching filings a caller can request. */
+const FILING_RESULT_CAP = 20;
 /** Legacy form names that carry the same disclosure with no parseable XML. */
 const LEGACY_FORMS = ['SC 13D', 'SC 13D/A', 'SC 13G', 'SC 13G/A'];
 /**
@@ -75,8 +80,8 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
         {
             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',
         },
@@ -99,9 +104,9 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             .number()
             .int()
             .min(1)
-            .max(20)
+            .max(FILING_RESULT_CAP)
             .default(10)
-            .describe('Number of filings to fetch and parse, newest first. Each filing is a separate document fetch, so this is the cost of the call as well as its depth. Default 10; a widely-held company can have dozens of blockholder filings a year.'),
+            .describe('Number of successfully parsed filings naming the requested issuer to return, newest first. Other-issuer schedules and failed documents do not consume this limit; at most 50 documents are examined. Default 10.'),
     }),
     // The company-identifier keys other tools take. `issuer` is this tool's only company
     // input, so each maps one-to-one (#152).
@@ -115,10 +120,28 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             .describe('The schedule filter applied — the requested value, or the default "all".'),
         total_structured_filings: z
             .number()
-            .describe('Structured 13D/13G filings matching form_kind in the recent submissions window, before limit.'),
-        filings_parsed: z
+            .describe('Indexed 13D/13G schedules matching form/amendment filters in the recent submissions window.'),
+        filings_parsed: z.number().describe('Matching parsed filings, capped by limit.'),
+        filings_examined: z.number().describe('Matches + exclusions + failures; at most 50 documents.'),
+        filings_excluded_other_issuer: z
             .number()
-            .describe('Filings fetched and parsed: total_structured_filings capped by limit.'),
+            .describe('Schedules naming another issuer; no rows returned.'),
+        filings_not_examined: z
+            .number()
+            .describe('Indexed schedules beyond the result limit or 50-document ceiling.'),
+        filings_failed: z
+            .array(z
+            .object({
+            accession_number: z.string().describe('Accession to inspect with secedgar_get_filing.'),
+            reason: z
+                .enum(['document_not_found', 'unparseable'])
+                .describe('Document returned 404, or could not be parsed with a usable issuer CIK.'),
+        })
+            .describe('One failed document.'))
+            .describe('Failures in scan order; successes retained.'),
+        partial: z
+            .boolean()
+            .describe('True when filings_failed is nonempty, independently of truncation.'),
         structured_coverage_from: z
             .string()
             .describe('First date SEC required this XML format (YYYY-MM-DD); earlier blockholder filings cannot be parsed here.'),
@@ -221,7 +244,7 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
             truncated: z
                 .boolean()
-                .describe('True when more structured filings exist than limit fetched.'),
+                .describe('True when indexed schedules remain unexamined after the result limit or scan ceiling.'),
         })
             .optional()
             .describe('Dataframe with one row per reporting person across parsed filings; joins insider and 13F dataframes on issuer_cik. Absent when canvas is unavailable or nothing parsed.'),
@@ -230,14 +253,18 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
         notice: z
             .string()
             .optional()
-            .describe('Guidance when no filings matched, naming the coverage boundary and the fallback.'),
-        truncated: z.boolean().optional().describe('True when filings were capped by limit.'),
+            .describe('Exclusions, document recovery, scan bounds, and dataframe guidance.'),
+        truncated: z
+            .boolean()
+            .optional()
+            .describe('True when schedules remain unexamined after the result limit or 50-document ceiling.'),
         shown: z.number().optional().describe('Number of filings returned.'),
-        cap: z.number().optional().describe('The limit cap applied.'),
+        cap: z.number().optional().describe('Result limit or document ceiling that stopped scanning.'),
     },
     async handler(input, ctx) {
         const api = getEdgarApiService();
-        const resolved = await api.resolveCik(input.issuer);
+        const scope = new CallScope(ctx.signal);
+        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);
@@ -248,7 +275,7 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
         if (!match) {
             throw ctx.fail('issuer_not_found', `Issuer '${input.issuer}' not found in EDGAR.`);
         }
-        const submissions = await api.getSubmissions(match.cik);
+        const submissions = await api.getSubmissions(match.cik, scope);
         const recent = submissions.filings.recent;
         // SEC indexes a 13D/G under every CIK party to it, so the issuer's own feed already
         // carries the schedules filed about it — no entity-scoped search needed.
@@ -269,7 +296,7 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             if (!input.include_amendments && form.endsWith('/A'))
                 continue;
             totalMatching++;
-            if (selected.length < input.limit) {
+            if (selected.length < FILING_SCAN_CAP) {
                 selected.push({
                     form,
                     schedule,
@@ -290,20 +317,32 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
                 legacy_filings_before_coverage: legacyCount,
             });
         }
-        // Fetch and parse each selected filing. A document that 404s or does not parse as a
-        // schedule is dropped rather than failing the call — one malformed filing must not
-        // hide every other blockholder in the list.
+        // Each examined document has exactly one outcome: matching, other issuer, or failed.
+        // Failures and exclusions do not spend the caller's matching-filing limit.
+        let examined = 0;
+        let otherIssuer = 0;
+        const failed = [];
         const filings = [];
         for (const ref of selected) {
-            const xml = await api.tryGetFilingDocument(match.cik, ref.accessionNumber, ref.document);
+            if (filings.length >= input.limit)
+                break;
+            ctx.signal.throwIfAborted();
+            const xml = await api.tryGetFilingDocument(match.cik, ref.accessionNumber, ref.document, scope);
+            examined++;
             const parsed = xml ? parseBeneficialOwnershipXml(xml) : undefined;
-            if (!parsed) {
-                ctx.log.debug('Skipping unparseable beneficial-ownership filing', {
-                    accessionNumber: ref.accessionNumber,
-                    document: ref.document,
+            if (!parsed?.issuer_cik ||
+                !/^\d+$/.test(parsed.issuer_cik) ||
+                !/[1-9]/.test(parsed.issuer_cik)) {
+                failed.push({
+                    accession_number: ref.accessionNumber,
+                    reason: xml === null ? 'document_not_found' : 'unparseable',
                 });
                 continue;
             }
+            if (!sameCik(parsed.issuer_cik, match.cik)) {
+                otherIssuer++;
+                continue;
+            }
             const purpose = clip(parsed.purpose_of_transaction, PURPOSE_MAX_CHARS);
             filings.push({
                 form: ref.form,
@@ -333,7 +372,8 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
                 })),
             });
         }
-        const truncated = totalMatching > filings.length;
+        const notExamined = totalMatching - examined;
+        const truncated = notExamined > 0;
         // One row per reporting person — the grain the ownership question is asked at, and the
         // grain that joins to the insider and 13F dataframes on issuer_cik.
         let dataset;
@@ -377,19 +417,27 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             if (registered)
                 dataset = { ...toDatasetField(registered), truncated };
         }
-        if (filings.length === 0) {
-            ctx.enrich.notice(`${totalMatching} structured filings are indexed for ${submissions.name}, but none of the ${selected.length} fetched parsed as a SCHEDULE 13D or 13G document. Read one directly with secedgar_get_filing on an accession number from secedgar_search_filings.`);
+        const guidance = [];
+        if (otherIssuer > 0)
+            guidance.push(`${otherIssuer} examined filings name another issuer and contribute no ownership rows.`);
+        if (failed.length > 0)
+            guidance.push(`${failed.length} documents failed; this is a partial result. Inspect the accessions in filings_failed with secedgar_get_filing; document_not_found means SEC returned 404, and unparseable means no schedule with a usable issuer CIK could be read.`);
+        if (truncated) {
+            guidance.push(examined === FILING_SCAN_CAP
+                ? `${notExamined} indexed schedules remain unexamined after the 50-document scan ceiling. Narrow with form_kind or include_amendments=false; raising limit does not extend this ceiling.`
+                : `${notExamined} indexed schedules remain unexamined after the ${input.limit}-filing result limit. ${input.limit < FILING_RESULT_CAP ? 'Raise limit to reach further back, or narrow with form_kind or include_amendments=false.' : 'Narrow with form_kind or include_amendments=false.'}`);
         }
-        else if (truncated) {
+        if (dataset)
+            guidance.push(dataframeGuidance(dataset));
+        if (truncated) {
             ctx.enrich.truncated({
                 shown: filings.length,
-                cap: input.limit,
-                guidance: `${totalMatching} structured blockholder filings are indexed for this issuer. Raise limit to reach further back, or narrow with form_kind or include_amendments=false.` +
-                    (dataset ? ` ${dataframeGuidance(dataset)}` : ''),
+                cap: examined === FILING_SCAN_CAP ? FILING_SCAN_CAP : input.limit,
+                guidance: guidance.join(' '),
             });
         }
-        else if (dataset) {
-            ctx.enrich.notice(dataframeGuidance(dataset));
+        else if (guidance.length > 0) {
+            ctx.enrich.notice(guidance.join(' '));
         }
         ctx.log.info('Beneficial owners retrieved', {
             cik: match.cik,
@@ -406,6 +454,11 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             form_kind: input.form_kind,
             total_structured_filings: totalMatching,
             filings_parsed: filings.length,
+            filings_examined: examined,
+            filings_excluded_other_issuer: otherIssuer,
+            filings_not_examined: notExamined,
+            filings_failed: failed,
+            partial: failed.length > 0,
             structured_coverage_from: STRUCTURED_FROM,
             legacy_filings_before_coverage: legacyCount,
             filings,
@@ -416,8 +469,12 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
         const lines = [
             `**5%+ beneficial owners of ${result.issuer_name}** (CIK ${result.issuer_cik}) — input "${result.issuer}"`,
             `Schedule filter: ${result.form_kind} | ${result.filings_parsed} of ${result.total_structured_filings} structured filings parsed`,
+            `${result.filings_examined} examined | ${result.filings_excluded_other_issuer} excluded for another issuer | ${result.filings_failed.length} failed | ${result.filings_not_examined} not examined | partial: ${result.partial}`,
             `Structured coverage starts ${result.structured_coverage_from}; ${result.legacy_filings_before_coverage} legacy SC 13D/SC 13G filings sit before it in the submissions window (read those with secedgar_get_filing).`,
         ];
+        for (const failure of result.filings_failed) {
+            lines.push(`Failed document: ${failure.accession_number} — ${failure.reason}`);
+        }
         for (const f of result.filings) {
             lines.push('');
             const amendment = f.is_amendment
@@ -464,7 +521,7 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
         }
         if (result.dataset) {
             const note = result.dataset.truncated
-                ? ' (truncated — more structured filings exist beyond limit)'
+                ? ' (truncated — indexed schedules remain unexamined)'
                 : '';
             lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} reporting-person rows, expires ${result.dataset.expires_at})${note} — query with secedgar_dataframe_query.`);
         }

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

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts

@@ -100,8 +100,8 @@ export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinit
 }, {
     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-filing.tool.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"get-filing.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAgJjE,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAqiBxB,CAAC"}
+{"version":3,"file":"get-filing.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAkJjE,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAsiBxB,CAAC"}

package/dist/mcp-server/tools/definitions/get-filing.tool.js

@@ -4,8 +4,9 @@
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
+import { CallScope } from '../../../services/edgar/call-scope.js';
 import { filingArchiveUrl, getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
-import { detectHeadings, filingToExtract, foldForHeadingMatch, getExtractCache, headingKey, isTocHeading, MARKER_TITLE_RE, matchSectionLine, setExtractCache, windowText, withoutSubItemLabel, } from '../../../services/edgar/filing-to-text.js';
+import { detectHeadings, filingToExtract, foldForHeadingMatch, getExtractCache, headingKey, isTocHeading, MARKER_TITLE_RE, matchSectionLine, setExtractCache, spaceRunInMarker, windowText, withoutSubItemLabel, } from '../../../services/edgar/filing-to-text.js';
 const MAX_DOCUMENTS_IN_FORMAT = 10;
 /**
  * Per-category cap on the catalog rendered into an error message. Distinct from
@@ -108,8 +109,8 @@ export const getFilingTool = tool('secedgar_get_filing', {
         {
             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',
         },
@@ -149,7 +150,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
             .string()
             .min(1)
             .optional()
-            .describe("Jump to a named section, matched against every detected heading and the document's own lines (e.g. 'risk factors', 'item 7', 'item 2.02', 'certain relationships'). The first match wins, in this order: a heading equal to the value, or whose title after its Item/Part marker equals it; the first Item or Part heading containing it; a document line equal to it — a subheading the outline omits ('Liquidity and Capital Resources'); the first other heading containing it; a document line starting with it. In a proxy statement (DEF 14A and its variants), whose ITEM headings are ballot proposals, the first heading of any kind containing the value comes before both document-line steps. Within each heading step a body heading wins over a table-of-contents row, which lands only when nothing else at that step matches. A line landing says so in the notice; table-of-contents rows and wrapped cross-references are never line landings. A leading 20-F sub-item label on a heading or line ('3D.', 'B.') is ignored, so 'risk factors' reaches '3D. RISK FACTORS'; the value itself is matched as given. A value ending in a number matches only that number: 'item 1' reaches Item 1 and Item 1A, never Items 10–16, and 'part i' never reaches Part II. Every step ignores case, whitespace, and quote style, so a heading copied from the outline resolves whether it carries the filing's non-breaking spaces and curly quotes or plain ones; the steps comparing a whole heading or line (equal to, starting with) also ignore the punctuation between an Item or Part marker and its title, so 'Item 1A Risk Factors' reaches 'Item 1A. – Risk Factors'. Takes precedence over offset when both are provided, so leave it out when paging on with next_offset. On a miss, the error message includes the detected outline so you can pick the correct heading."),
+            .describe("Jump to a named section, matched against every detected heading and the document's own lines (e.g. 'risk factors', 'item 7', 'item 2.02', 'certain relationships'). The first match wins, in this order: a heading equal to the value, or whose title after its Item/Part marker equals it; the first Item or Part heading containing it; a document line equal to it — a subheading the outline omits ('Liquidity and Capital Resources') — unless the line labels a table row; the first other heading containing it; a table-row label equal to it, else a document line starting with it. In a proxy statement (DEF 14A and its variants), whose ITEM headings are ballot proposals, the first heading of any kind containing the value comes before both document-line steps. Within each heading step a body heading wins over a table-of-contents row, which lands only when nothing else at that step matches. A line landing says so in the notice; table-of-contents rows and wrapped cross-references are never line landings. A leading 20-F sub-item label on a heading or line ('3D.', 'B.') is ignored, so 'risk factors' reaches '3D. RISK FACTORS'; the value itself is matched as given. A value ending in a number matches only that number: 'item 1' reaches Item 1 and Item 1A, never Items 10–16, and 'part i' never reaches Part II. Every step ignores case, whitespace, and quote style, so a heading copied from the outline resolves whether it carries the filing's non-breaking spaces and curly quotes or plain ones; the steps comparing a whole heading or line (equal to, starting with) also ignore the punctuation between an Item or Part marker and its title, so 'Item 1A Risk Factors' reaches 'Item 1A. – Risk Factors'. Takes precedence over offset when both are provided, so leave it out when paging on with next_offset. On a miss, the error message includes the detected outline so you can pick the correct heading."),
     }),
     output: z.object({
         accession_number: z.string().describe('Filing accession number, normalized to dash format.'),
@@ -216,6 +217,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
     }),
     async handler(input, ctx) {
         const api = getEdgarApiService();
+        const scope = new CallScope(ctx.signal);
         const accn = normalizeAccessionNumber(input.accession_number);
         const documentKey = input.document ?? PRIMARY_SENTINEL;
         const cacheKey = `${accn}:${documentKey}`;
@@ -230,7 +232,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
         let records;
         if (cached === undefined) {
             // Cache miss — fetch, convert, and cache.
-            const resolved = await resolveFilingArchive(api, accn, input.cik, input.document);
+            const resolved = await resolveFilingArchive(api, scope, accn, input.cik, input.document);
             if (!resolved.ok) {
                 if (resolved.kind === 'document_not_found') {
                     // Render candidates into the message itself — clients reliably see only
@@ -318,7 +320,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
             // archive served the cached text (no candidate search, no document body fetch).
             // A resolution failure here is a real failure (EDGAR index unavailable or the
             // filing gone): fail honestly rather than fabricating placeholder metadata.
-            const metaResolved = await resolveFilingMeta(api, accn, cached.cik, input.document);
+            const metaResolved = await resolveFilingMeta(api, scope, accn, cached.cik, input.document);
             if (!metaResolved.ok) {
                 throw ctx.fail('filing_not_found', `Filing '${accn}' could not be resolved.`, {
                     accession_number: accn,
@@ -349,7 +351,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
         const idx = recent.accessionNumber.indexOf(accn);
         const header = idx >= 0
             ? undefined
-            : (headers?.submission ?? (await api.tryGetSubmissionHeader(resolvedCik, accn)));
+            : (headers?.submission ?? (await api.tryGetSubmissionHeader(resolvedCik, accn, scope)));
         const form = idx >= 0 ? recent.form[idx] : header?.form;
         const filingDate = idx >= 0 ? recent.filingDate[idx] : header?.filingDate;
         const periodEnding = idx >= 0 ? recent.reportDate[idx] : header?.periodOfReport;
@@ -488,6 +490,17 @@ export const getFilingTool = tool('secedgar_get_filing', {
         ];
     },
 });
+/**
+ * A heading or `section` value folded for {@link sectionMatches}: Unicode
+ * whitespace runs and typographic quotes folded on both operands, so a heading
+ * re-sent from a rendered outline still matches the bytes it came from (#106),
+ * with a space read in where a marker runs straight into its title
+ * ({@link spaceRunInMarker}, #180) before the fold lowercases the capital that
+ * marks it.
+ */
+function foldForSectionMatch(value) {
+    return foldForHeadingMatch(spaceRunInMarker(value));
+}
 /**
  * Whether a folded `section` needle matches a folded heading: a substring match,
  * except that a needle ending in a number never continues into a longer one.
@@ -500,6 +513,9 @@ export const getFilingTool = tool('secedgar_get_filing', {
  * `part i` never matches `PART II`, `PART III`, or `PART IV` — a 10-Q printing
  * Part I only in its table of contents otherwise landed `part i` on its body
  * `PART II - OTHER INFORMATION`. Every occurrence is checked, not just the first.
+ * Both operands arrive folded with a run-in marker spaced
+ * ({@link foldForSectionMatch}), so the numeral of "Part IFinancial Information"
+ * ends where heading detection ends it (#180).
  */
 function sectionMatches(heading, needle) {
     const continuation = /\d$/.test(needle)
@@ -556,11 +572,15 @@ function occursBeforeBoundary(heading, needle, from, continuation) {
  * 2. The first Item or Part heading that {@link sectionMatches}: a value inside
  *    an Item title names that Item ("compensation" → "Item 11. Executive
  *    Compensation"), where a line equal to it is often a table-row label.
- * 3. A document line equal to the value ({@link matchSectionLine}).
+ * 3. A document line equal to the value ({@link matchSectionLine}) that labels
+ *    no table row.
  * 4. The first other heading that {@link sectionMatches}. One that merely holds
  *    the word ("NOTE 3. BUSINESS COMBINATIONS" for "business", "COST OF
  *    REVENUES" for "revenue") ranks after a line printing the value alone.
- * 5. A document line starting with the value.
+ * 5. A document line equal to the value that labels a table row, else one
+ *    starting with the value. A row label ranks after every heading containing
+ *    the value (#184): every line equal to `revenue` in Microsoft's 2004 10-K
+ *    labels a row, and in tier 3 one took the value from its MD&A heading.
  *
  * Inside each heading tier, a heading on a table-of-contents row
  * ({@link isTocHeading}) ranks after every body heading of the tier, and lands
@@ -616,11 +636,8 @@ function resolveSection(text, headings, section, proxy) {
     });
     if (exact)
         return { offset: exact.offset, source: 'heading' };
-    // Fold both operands (Unicode whitespace runs, typographic quotes) so a
-    // heading re-sent from a rendered outline still matches the bytes it came
-    // from (#106).
-    const needle = foldForHeadingMatch(section);
-    const contains = (h) => sectionMatches(foldForHeadingMatch(h.heading), needle);
+    const needle = foldForSectionMatch(section);
+    const contains = (h) => sectionMatches(foldForSectionMatch(h.heading), needle);
     if (proxy) {
         const heading = first(contains);
         if (heading)
@@ -628,7 +645,7 @@ function resolveSection(text, headings, section, proxy) {
         const line = matchSectionLine(text, section);
         return line ? { offset: line.offset, source: 'line' } : undefined;
     }
-    const itemOrPart = first((h) => STRUCTURAL_HEADING_RE.test(h.heading) && contains(h));
+    const itemOrPart = first((h) => isStructuralHeading(h) && contains(h));
     if (itemOrPart)
         return { offset: itemOrPart.offset, source: 'heading' };
     const line = matchSectionLine(text, section);
@@ -657,8 +674,17 @@ function describeBlankSection(section) {
 const PROXY_FORM_RE = /^(?:DEF|PRE)[ACMNR]? ?14[AC]\b/;
 /** Most headings an outline renders, on the first page and in a section_not_found message. */
 const OUTLINE_MAX_ENTRIES = 50;
-/** An Item or Part heading, bare marker included — the document's structure. */
+/** An Item or Part heading's opening, bare marker included. Non-global: a predicate. */
 const STRUCTURAL_HEADING_RE = /^(?:items?\s+\d|part\s+[ivx]{1,4}\b)/i;
+/**
+ * Whether a heading is an Item or Part heading — the document's structure. Read
+ * with its run-in marker spaced ({@link spaceRunInMarker}), so "Part
+ * IFinancial Information" is Part I's heading (#180), while a numeral running on
+ * into a lowercase letter ("Part Ivory") stays out.
+ */
+function isStructuralHeading(h) {
+    return STRUCTURAL_HEADING_RE.test(spaceRunInMarker(h.heading));
+}
 /**
  * The Item and Part headings an outline keeps. Past {@link OUTLINE_MAX_ENTRIES}
  * of them, each bare marker that a later titled heading for the same Item or
@@ -668,7 +694,7 @@ const STRUCTURAL_HEADING_RE = /^(?:items?\s+\d|part\s+[ivx]{1,4}\b)/i;
  * Items 16A–19 out. A bare marker no titled heading repeats stays.
  */
 function outlineStructuralHeadings(headings) {
-    const structural = headings.filter((h) => STRUCTURAL_HEADING_RE.test(h.heading));
+    const structural = headings.filter(isStructuralHeading);
     if (structural.length <= OUTLINE_MAX_ENTRIES)
         return structural;
     const titledLater = new Set();
@@ -699,7 +725,7 @@ function selectOutline(headings) {
     for (const h of headings) {
         if (structural.has(h))
             outline.push(h);
-        else if (otherSlots > 0 && !STRUCTURAL_HEADING_RE.test(h.heading)) {
+        else if (otherSlots > 0 && !isStructuralHeading(h)) {
             outline.push(h);
             otherSlots--;
         }
@@ -715,7 +741,7 @@ function outlineCutNote(outline, detected) {
     if (outline.length === detected.length)
         return;
     const kept = outlineStructuralHeadings(detected).length;
-    const structural = detected.filter((h) => STRUCTURAL_HEADING_RE.test(h.heading)).length;
+    const structural = detected.filter(isStructuralHeading).length;
     const scope = kept > OUTLINE_MAX_ENTRIES
         ? ''
         : kept < structural
@@ -783,20 +809,20 @@ function normalizeAccessionNumber(input) {
  * Resolve filing archive: fetch index + primary document HTML.
  * Used on cache misses to get both the document content and index metadata.
  */
-async function resolveFilingArchive(api, accessionNumber, providedCik, requestedDocument) {
-    const candidateCiks = await resolveCandidateCiks(api, accessionNumber, providedCik);
+async function resolveFilingArchive(api, scope, accessionNumber, providedCik, requestedDocument) {
+    const candidateCiks = await resolveCandidateCiks(api, scope, accessionNumber, providedCik);
     /** The last archive path whose index exists, with its records, for the error catalog. */
     let lastIndexed;
     /** First archive path whose index named a primary the archive answered 404 for. */
     let unserved;
     let requestedNotServed = false;
     for (const cik of candidateCiks) {
-        const index = await api.tryGetFilingIndex(cik, accessionNumber);
+        const index = await api.tryGetFilingIndex(cik, accessionNumber, scope);
         if (!index)
             continue;
         // Records name the primary every outcome below reports, error catalogs included.
         const items = index.directory.item;
-        const records = await readFilingRecords(api, cik, accessionNumber);
+        const records = await readFilingRecords(api, scope, cik, accessionNumber);
         lastIndexed = { items, records };
         if (requestedDocument && !items.some((item) => item.name === requestedDocument))
             continue;
@@ -823,7 +849,7 @@ async function resolveFilingArchive(api, accessionNumber, providedCik, requested
                 documents,
             };
         }
-        const html = await api.tryGetFilingDocument(cik, accessionNumber, targetName);
+        const html = await api.tryGetFilingDocument(cik, accessionNumber, targetName, scope);
         if (html)
             return { ok: true, cik, html, index, targetName, filingPrimaryName, records };
         if (requestedDocument)
@@ -841,7 +867,7 @@ async function resolveFilingArchive(api, accessionNumber, providedCik, requested
      */
     const submission = `${accessionNumber}.txt`;
     if (unserved && unserved.primary !== submission) {
-        const html = await api.tryGetFilingDocument(unserved.cik, accessionNumber, submission);
+        const html = await api.tryGetFilingDocument(unserved.cik, accessionNumber, submission, scope);
         if (html) {
             return {
                 ok: true,
@@ -877,15 +903,15 @@ async function resolveFilingArchive(api, accessionNumber, providedCik, requested
  * document body. Used on cache hits, with the CIK whose archive served the cached
  * text, to get metadata while skipping the expensive document fetch.
  */
-async function resolveFilingMeta(api, accessionNumber, cik, requestedDocument) {
-    const index = await api.tryGetFilingIndex(cik, accessionNumber);
+async function resolveFilingMeta(api, scope, accessionNumber, cik, requestedDocument) {
+    const index = await api.tryGetFilingIndex(cik, accessionNumber, scope);
     if (!index)
         return { ok: false };
     const items = index.directory.item;
     if (requestedDocument && !items.some((item) => item.name === requestedDocument)) {
         return { ok: false };
     }
-    const records = await readFilingRecords(api, cik, accessionNumber);
+    const records = await readFilingRecords(api, scope, cik, accessionNumber);
     const filingPrimaryName = findPrimaryDocument(items, accessionNumber, records);
     if (!filingPrimaryName)
         return { ok: false };
@@ -896,17 +922,17 @@ async function resolveFilingMeta(api, accessionNumber, cik, requestedDocument) {
  * missing header page is `null`; the feed is required for the response metadata,
  * so its failure fails the call as it always has.
  */
-async function readFilingRecords(api, cik, accessionNumber) {
+async function readFilingRecords(api, scope, cik, accessionNumber) {
     const [submissions, headers] = await Promise.all([
-        api.getSubmissions(cik),
-        api.tryGetFilingHeaders(cik, accessionNumber),
+        api.getSubmissions(cik, scope),
+        api.tryGetFilingHeaders(cik, accessionNumber, scope),
     ]);
     return { headers, submissions };
 }
-async function resolveCandidateCiks(api, accessionNumber, providedCik) {
+async function resolveCandidateCiks(api, scope, accessionNumber, providedCik) {
     if (providedCik)
         return [providedCik.padStart(10, '0')];
-    const ciks = await api.findFilingCiks(accessionNumber);
+    const ciks = await api.findFilingCiks(accessionNumber, scope);
     const prefixCik = (accessionNumber.split('-')[0] ?? accessionNumber.slice(0, 10)).padStart(10, '0');
     return [...new Set([...ciks, prefixCik])];
 }