@cyanheads/secedgar-mcp-server 0.15.4 → 0.15.6

package/dist/index.js

@@ -9,26 +9,10 @@ import { getServerConfig } from './config/server-config.js';
 import { companyAnalysisPrompt } from './mcp-server/prompts/definitions/company-analysis.prompt.js';
 import { conceptsResource } from './mcp-server/resources/definitions/concepts.resource.js';
 import { filingTypesResource } from './mcp-server/resources/definitions/filing-types.resource.js';
-import { companySearchTool } from './mcp-server/tools/definitions/company-search.tool.js';
-import { compareCompaniesTool } from './mcp-server/tools/definitions/compare-companies.tool.js';
-import { dataframeDescribeTool } from './mcp-server/tools/definitions/dataframe-describe.tool.js';
-import { dataframeDropTool } from './mcp-server/tools/definitions/dataframe-drop.tool.js';
-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';
-import { getSnapshotTool } from './mcp-server/tools/definitions/get-snapshot.tool.js';
-import { searchConceptsTool } from './mcp-server/tools/definitions/search-concepts.tool.js';
-import { searchFilingsTool } from './mcp-server/tools/definitions/search-filings.tool.js';
+import { buildToolDefinitions } from './mcp-server/tools/definitions/index.js';
 import { initCanvasBridge } from './services/canvas-bridge/canvas-bridge.js';
 import { initEdgarApiService } from './services/edgar/edgar-api-service.js';
-import { initEdgarMirror } from './services/edgar/mirror/index.js';
+import { closeEdgarMirror, initEdgarMirror } from './services/edgar/mirror/index.js';
 // DuckDB is the only canvas engine we support and ships as a direct dep, so
 // enable the canvas by default. Set CANVAS_PROVIDER_TYPE=none explicitly to
 // turn it off (e.g. on Cloudflare Workers, where DuckDB has no V8-isolate
@@ -36,33 +20,20 @@ import { initEdgarMirror } from './services/edgar/mirror/index.js';
 process.env.CANVAS_PROVIDER_TYPE ??= 'duckdb';
 // secedgar_dataframe_drop is the only destructive tool on this server and is
 // off by default — TTL handles cleanup. Set EDGAR_DATAFRAME_DROP_ENABLED=true
-// to expose it.
+// to expose it. When off it is registered disabled rather than dropped from the
+// list: uncallable, but still discoverable with its enable hint (#103).
 const dropEnabled = getServerConfig().dataframeDropEnabled;
 await createApp({
     name: 'secedgar-mcp-server',
     title: 'secedgar-mcp-server',
-    tools: [
-        companySearchTool,
-        searchFilingsTool,
-        getFilingTool,
-        getFinancialsTool,
-        getSnapshotTool,
-        getMaterialEventsTool,
-        getInsiderTransactionsTool,
-        getInstitutionalHoldingsTool,
-        findHoldersTool,
-        getBeneficialOwnersTool,
-        getFundHoldingsTool,
-        fetchFramesTool,
-        compareCompaniesTool,
-        searchConceptsTool,
-        dataframeDescribeTool,
-        dataframeQueryTool,
-        ...(dropEnabled ? [dataframeDropTool] : []),
-    ],
+    tools: buildToolDefinitions({ dropEnabled }),
     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, 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.',
+    // No tool calls ctx.requestInput, so no HTTP session state is needed and every
+    // request can land on any instance. MCP_SESSION_MODE still overrides this when
+    // it carries a meaningful value.
+    sessionMode: 'stateless',
+    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 — inspect its columns with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query.',
     async setup(core) {
         initEdgarApiService();
         initCanvasBridge(core.canvas);
@@ -108,5 +79,12 @@ await createApp({
             }
         }
     },
+    // The mirror holds two SQLite files open for the process lifetime; nothing
+    // else setup() allocates outlives the framework's own disposal. The scheduled
+    // refresh needs no stop here — shutdown() runs schedulerService.destroyAll()
+    // right after this hook.
+    async teardown() {
+        await closeEdgarMirror();
+    },
 });
 //# sourceMappingURL=index.js.map

package/dist/index.js.map

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/company-search.tool.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"company-search.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAY,MAAM,+BAA+B,CAAC;AAsD3E,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoa5B,CAAC"}

package/dist/mcp-server/tools/definitions/company-search.tool.js

@@ -5,7 +5,7 @@
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode, McpError } from '@cyanheads/mcp-ts-core/errors';
-import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
+import { dataframeGuidance, getCanvasBridge, toDatasetField, } from '../../../services/canvas-bridge/canvas-bridge.js';
 import { getEdgarApiService, selectArchivePages, suggestCompanies, } from '../../../services/edgar/edgar-api-service.js';
 /**
  * Cap on submissions archive pages fetched in one call — bounds latency and the
@@ -37,7 +37,7 @@ function zipFilings(block) {
     return rows;
 }
 export const companySearchTool = tool('secedgar_company_search', {
-    description: 'Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content.',
+    description: 'Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content. When a date or form filter carries the scan past the recent submissions window, the full filtered filing history is also staged as df_<id> — inspect it with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     // Agent-facing context — notice for empty filings (e.g. filtered form types with
     // no matches) populated via ctx.enrich so it reaches both structuredContent and
@@ -166,7 +166,7 @@ export const companySearchTool = tool('secedgar_company_search', {
             .object({
             name: z
                 .string()
-                .describe('Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.'),
+                .describe('Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query.'),
             row_count: z.number().describe('Rows materialized in the dataframe.'),
             expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
             truncated: z
@@ -320,7 +320,9 @@ export const companySearchTool = tool('secedgar_company_search', {
             ctx.enrich.truncated({
                 shown: filings.length,
                 cap: input.filing_limit,
-                guidance: `Showing ${filings.length} of ${totalFilings} matching filings. Raise filing_limit, or query the dataset with secedgar_dataframe_query when one is attached.`,
+                // The pointer only rides along when a dataframe was actually registered —
+                // it is not, for a history that never left the recent window (#104).
+                guidance: `Showing ${filings.length} of ${totalFilings} matching filings. ${dataset ? dataframeGuidance(dataset) : 'Raise filing_limit to see more inline.'}`,
             });
         }
         return {

package/dist/mcp-server/tools/definitions/company-search.tool.js.map

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/compare-companies.tool.d.ts

@@ -82,6 +82,7 @@ export declare const compareCompaniesTool: import("@cyanheads/mcp-ts-core").Tool
     readonly when: "Companies resolved but not one of them reports any of the requested concepts for the requested period type";
     readonly recovery: "Switch period_type, or discover reported concept names with secedgar_search_concepts.";
 }], {
+    readonly notice: z.ZodOptional<z.ZodString>;
     readonly truncated: z.ZodOptional<z.ZodBoolean>;
     readonly shown: z.ZodOptional<z.ZodNumber>;
     readonly cap: z.ZodOptional<z.ZodNumber>;

package/dist/mcp-server/tools/definitions/compare-companies.tool.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"compare-companies.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-companies.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAoEjE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA8f/B,CAAC"}
+{"version":3,"file":"compare-companies.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-companies.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAwEjE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAshB/B,CAAC"}

package/dist/mcp-server/tools/definitions/compare-companies.tool.js

@@ -9,7 +9,7 @@
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
-import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
+import { dataframeGuidance, getCanvasBridge, toDatasetField, } from '../../../services/canvas-bridge/canvas-bridge.js';
 import { resolveConceptTarget } from '../../../services/edgar/concept-map.js';
 import { newestReportedPeriod, seriesFromCompanyFacts, seriesStalenessCaveats, } from '../../../services/edgar/concept-series.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
@@ -53,9 +53,17 @@ function periodKey(frame, periodType) {
     return instant?.[1] && instant[2] ? `CY${instant[1]}${instant[2]}` : undefined;
 }
 export const compareCompaniesTool = tool('secedgar_compare_companies', {
-    description: 'Compare 2-10 named companies across 1-8 XBRL concepts, aligned on calendar periods. This is the middle shape between secedgar_get_financials (one company, one concept, full history) and secedgar_fetch_frames (one concept, one period, every reporting company) — reach for it when the question names the companies. One companyfacts read per company, resolved through the same frame dedup and tag priority as secedgar_get_financials so the numbers agree. Balance-sheet and entity-info concepts are filed as point-in-time values and align on the calendar year (annual) or quarter (quarterly) their snapshot falls in, so they sit in the same matrix as income-statement lines. The inline matrix covers the most recent periods up to `periods`, trimmed further when companies x concepts x periods is too large to return in one response; the full aligned series is materialized as df_<id> for growth rates and spreads via secedgar_dataframe_query. A company that fails to resolve is reported in failed_companies and the comparison proceeds with the rest, and a company that does not report a concept is reported in gaps with the tags that were tried — never interpolated or zero-filled. Off-calendar filers and unit mismatches are surfaced in caveats rather than silently mixed.',
+    description: 'Compare 2-10 named companies across 1-8 XBRL concepts, aligned on calendar periods. This is the middle shape between secedgar_get_financials (one company, one concept, full history) and secedgar_fetch_frames (one concept, one period, every reporting company) — reach for it when the question names the companies. One companyfacts read per company, resolved through the same frame dedup and tag priority as secedgar_get_financials so the numbers agree. Balance-sheet and entity-info concepts are filed as point-in-time values and align on the calendar year (annual) or quarter (quarterly) their snapshot falls in, so they sit in the same matrix as income-statement lines. The inline matrix covers the most recent periods up to `periods`, trimmed further when companies x concepts x periods is too large to return in one response; the full aligned series is materialized as df_<id> for growth rates and spreads — inspect it with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query. A company that fails to resolve is reported in failed_companies and the comparison proceeds with the rest, and a company that does not report a concept is reported in gaps with the tags that were tried — never interpolated or zero-filled. Off-calendar filers and unit mismatches are surfaced in caveats rather than silently mixed.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     enrichment: {
+        // Declared so the staged-dataframe pointer reaches the wire at all: the
+        // framework parses the handler result against output.extend(enrichment) and
+        // strips any key the block does not declare, including the `notice` that
+        // ctx.enrich.truncated writes (#104).
+        notice: z
+            .string()
+            .optional()
+            .describe('Guidance when the inline matrix dropped periods, or when the full aligned series is staged as a dataframe.'),
         truncated: z
             .boolean()
             .optional()
@@ -185,7 +193,7 @@ export const compareCompaniesTool = tool('secedgar_compare_companies', {
             .object({
             name: z
                 .string()
-                .describe('Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.'),
+                .describe('Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query.'),
             row_count: z.number().describe('Rows materialized in the dataframe.'),
             expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
         })
@@ -359,9 +367,6 @@ export const compareCompaniesTool = tool('secedgar_compare_companies', {
         }
         const inlineSet = new Set(inlinePeriods);
         const inlineCells = cells.filter((c) => inlineSet.has(c.period));
-        if (allPeriods.length > inlinePeriods.length) {
-            ctx.enrich.truncated({ shown: inlinePeriods.length, cap: input.periods });
-        }
         /**
          * Period ends inside ONE aligned period, not fiscal year ends: the alignment
          * key is a calendar year or quarter, so filers on different fiscal calendars
@@ -403,6 +408,19 @@ export const compareCompaniesTool = tool('secedgar_compare_companies', {
             if (registered)
                 dataset = toDatasetField(registered);
         }
+        // Emitted after registration so the pointer names a table that exists (#104).
+        if (allPeriods.length > inlinePeriods.length) {
+            ctx.enrich.truncated({
+                shown: inlinePeriods.length,
+                cap: input.periods,
+                guidance: `Showing the ${inlinePeriods.length} most-recent of ${allPeriods.length} aligned periods. ${dataset
+                    ? dataframeGuidance(dataset)
+                    : 'Narrow companies or concepts to fit more periods inline.'}`,
+            });
+        }
+        else if (dataset) {
+            ctx.enrich.notice(dataframeGuidance(dataset));
+        }
         ctx.log.info('Comparison built', {
             companies: included.length,
             failed: failed.length,

package/dist/mcp-server/tools/definitions/compare-companies.tool.js.map

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/dataframe-describe.tool.js

@@ -8,7 +8,7 @@ import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getCanvasBridge } from '../../../services/canvas-bridge/canvas-bridge.js';
 export const dataframeDescribeTool = tool('secedgar_dataframe_describe', {
-    description: 'List dataframes (df_XXXXX_XXXXX) materialized by secedgar_fetch_frames, secedgar_search_filings, secedgar_get_financials, secedgar_get_insider_transactions, and secedgar_get_institutional_holdings. Each entry surfaces source tool, query parameters, creation/expiry timestamps, row count, column schema, and whether the dataframe is truncated relative to the upstream source.',
+    description: 'List the dataframes (df_XXXXX_XXXXX) registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle stages its full result set here. Each entry surfaces source tool, query parameters, creation/expiry timestamps, row count, column schema, and whether the dataframe is truncated relative to the upstream source. Read the column schema here before writing SQL for secedgar_dataframe_query.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: false },
     errors: [
         {

package/dist/mcp-server/tools/definitions/dataframe-describe.tool.js.map

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/dataframe-query.tool.d.ts

@@ -16,6 +16,7 @@ export declare const dataframeQueryTool: import("@cyanheads/mcp-ts-core").ToolDe
 }, z.core.$strip>, z.ZodObject<{
     columns: z.ZodArray<z.ZodString>;
     row_count: z.ZodNumber;
+    row_count_capped: z.ZodBoolean;
     rows: z.ZodArray<z.ZodRecord<z.ZodString, z.ZodUnknown>>;
     registered_as: z.ZodOptional<z.ZodString>;
     expires_at: z.ZodOptional<z.ZodString>;

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

@@ -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;AAGjE,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA8M7B,CAAC"}
+{"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;AAGjE,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAsP7B,CAAC"}

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

@@ -10,7 +10,7 @@ import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getCanvasBridge } from '../../../services/canvas-bridge/canvas-bridge.js';
 export const dataframeQueryTool = tool('secedgar_dataframe_query', {
-    description: 'Run a single-statement SELECT against the canvas dataframes registered by secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials. Read-only: writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected. System catalogs (information_schema, pg_catalog, sqlite_master, duckdb_*) are denied — list dataframes via secedgar_dataframe_describe. Optional register_as chains the result as a new dataframe with a fresh TTL.',
+    description: 'Run a single-statement SELECT against the canvas dataframes registered by the data-returning secedgar_* tools — any tool whose response carries a `dataset` handle. Inspect a dataframe with secedgar_dataframe_describe first; its column schema is what the SQL has to match. Read-only: writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected. System catalogs (information_schema, pg_catalog, sqlite_master, duckdb_*) are denied — list dataframes via secedgar_dataframe_describe. Optional register_as chains the result as a new dataframe with a fresh TTL.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: false },
     // Agent-facing context — empty-result and row-cap notices populated via ctx.enrich
     // so they reach structuredContent and content[] automatically.
@@ -90,13 +90,16 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             .min(1)
             .max(10000)
             .default(1000)
-            .describe('Hard cap on rows materialized in the response. Default 1000, max 10000. The full result lives on-canvas under register_as when provided — do not raise this to keep large results.'),
+            .describe('Hard cap on rows materialized in the response. Default 1000, max 10000. A query matching more rows than this stops at the cap and `row_count_capped` comes back true; the full result lives on-canvas under register_as when provided, so do not raise this to keep large results. One case is not detectable: a SQL LIMIT exactly equal to this cap reads identically to a result that genuinely holds that many rows, and is reported as exact.'),
     }),
     output: z.object({
         columns: z.array(z.string()).describe('Column names in projection order.'),
         row_count: z
             .number()
-            .describe('Total rows the query produced (may exceed `rows.length` when capped).'),
+            .describe('Rows the query produced, up to `row_limit` (exceeds `rows.length` when `preview` returned fewer). Read it with `row_count_capped`: when that is true this number is the `row_limit` cap itself, and the size of the full result is not in this response.'),
+        row_count_capped: z
+            .boolean()
+            .describe('True when the query matched more rows than `row_limit`, so `row_count` is that cap rather than a total. False means `row_count` is exact — including when it happens to equal `row_limit`.'),
         rows: z
             .array(z.record(z.string(), z.unknown()))
             .describe('Materialized rows, bounded by `preview` / `row_limit`.'),
@@ -128,16 +131,39 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             returned: result.rows.length,
             registeredAs: meta?.tableName,
         });
+        // `preview` and `row_limit` are independent ceilings; report the one that
+        // actually bound, so `cap` names a number the caller can act on and the
+        // guidance points at the lever that will widen the window.
+        const preview = input.preview;
+        const previewBinds = preview !== undefined && preview < input.row_limit;
+        const lever = previewBinds ? 'raise preview' : 'raise row_limit (max 10000)';
         if (result.rowCount === 0) {
             ctx.enrich.notice('Query returned 0 rows. Verify dataframe names (use secedgar_dataframe_describe) and check your WHERE conditions.');
         }
+        else if (result.truncated === true) {
+            /**
+             * `row_limit` is pushed into the query as the provider's own cap, so the
+             * query stops at it and `rowCount` equals `rows.length` — the row
+             * arithmetic below cannot see the withheld rows. The provider reads one
+             * row past the cap and reports `truncated`, which is the only signal
+             * separating a capped result from a table holding exactly `row_limit`
+             * rows (#109). `rowCount` is that cap here, never a total, so the
+             * guidance names the ceiling instead of claiming a size.
+             */
+            ctx.enrich.truncated({
+                shown: result.rows.length,
+                cap: previewBinds ? preview : input.row_limit,
+                guidance: `Showing ${result.rows.length} rows. The query matched more than row_limit (${input.row_limit}), so row_count is that cap and the full size is not in this response. ` +
+                    `Use register_as to materialize the whole result — its row_count is then exact — or ${lever}` +
+                    (previewBinds ? `, and raise row_limit (max 10000) to fetch past the query cap.` : '.'),
+            });
+        }
         else if (result.rowCount > result.rows.length) {
-            // `preview` and `row_limit` are independent ceilings; report the one that
-            // actually bound, so `cap` names a number the caller can act on and the
-            // guidance points at the lever that will widen the window.
-            const preview = input.preview;
-            const previewBinds = preview !== undefined && preview < input.row_limit;
-            const lever = previewBinds ? 'raise preview' : 'raise row_limit (max 10000)';
+            /**
+             * `preview` slices after the query runs, and the `registerAs` path counts
+             * the materialized table with COUNT(*), so `rowCount` is exact on both —
+             * the "of M" wording is correct here and only here.
+             */
             ctx.enrich.truncated({
                 shown: result.rows.length,
                 cap: previewBinds ? preview : input.row_limit,
@@ -147,6 +173,7 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
         return {
             columns: result.columns,
             row_count: result.rowCount,
+            row_count_capped: result.truncated === true,
             rows: result.rows,
             registered_as: meta?.tableName,
             expires_at: meta?.expiresAt,
@@ -157,10 +184,18 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
         if (result.registered_as) {
             lines.push(`Registered as ${result.registered_as} (expires ${result.expires_at ?? 'unknown'}).`);
         }
-        const cappedNote = result.row_count > result.rows.length
-            ? ` (showing ${result.rows.length} of ${result.row_count})`
-            : '';
-        lines.push(`**${result.row_count} rows**${cappedNote}\n`);
+        /**
+         * A bare row count reads as the size of the result. When `row_limit` capped
+         * the query it is the cap instead, and the header has to say so — this line
+         * is the whole disclosure for clients that forward only `content[]` (#109).
+         */
+        const shownNote = result.rows.length < result.row_count ? `, showing ${result.rows.length}` : '';
+        const cappedNote = result.row_count_capped
+            ? ` — capped at row_limit${shownNote}; more rows matched`
+            : shownNote
+                ? ` (showing ${result.rows.length} of ${result.row_count})`
+                : '';
+        lines.push(`**${result.row_count} ${result.row_count === 1 ? 'row' : 'rows'}**${cappedNote}\n`);
         if (result.rows.length === 0) {
             lines.push('_No rows._');
             return [{ type: 'text', text: lines.join('\n') }];

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

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

@@ -1 +1 @@
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