@cyanheads/secedgar-mcp-server 0.15.4 → 0.15.6

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

@@ -9,12 +9,12 @@
  */
 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 { resolveConcept } from '../../../services/edgar/concept-map.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { fiscalQ4Caveats } from '../../../services/edgar/fiscal-periods.js';
 export const fetchFramesTool = tool('secedgar_fetch_frames', {
-    description: 'Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further down the ranking; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accepts friendly names like "revenue" or "assets" (discover via secedgar_search_concepts) or raw XBRL tags. One call hits one XBRL tag — when a friendly name maps to multiple same-meaning tags, the response\'s `unqueried_tags` lists the others; call again per tag and UNION/COALESCE in SQL with an analysis-specific priority (e.g. SalesRevenueGoodsNet is goods-only). The response\'s `related_tags` separately flags alternate-DEFINITION tags a meaningful share of filers use as their primary line (e.g. cash incl. restricted cash, equity incl. noncontrolling interest) — a whole-universe screen on the base tag silently omits those filers; query them separately, but do not blindly union (the semantics differ). Response includes `value_distribution` and `period_end_range` to flag XBRL scale-factor anomalies and fiscal-year mixing.',
+    description: 'Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns a page of the ranked companies — start at the top or pass offset/next_offset to walk further down the ranking; the full frames response (all reporters) is materialized as df_<id> when a canvas is available — inspect it with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query. Accepts friendly names like "revenue" or "assets" (discover via secedgar_search_concepts) or raw XBRL tags. One call hits one XBRL tag — when a friendly name maps to multiple same-meaning tags, the response\'s `unqueried_tags` lists the others; call again per tag and UNION/COALESCE in SQL with an analysis-specific priority (e.g. SalesRevenueGoodsNet is goods-only). The response\'s `related_tags` separately flags alternate-DEFINITION tags a meaningful share of filers use as their primary line (e.g. cash incl. restricted cash, equity incl. noncontrolling interest) — a whole-universe screen on the base tag silently omits those filers; query them separately, but do not blindly union (the semantics differ). Response includes `value_distribution` and `period_end_range` to flag XBRL scale-factor anomalies and fiscal-year mixing.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     enrichment: {
         notice: z
@@ -103,7 +103,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             .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.'),
         })
@@ -186,12 +186,6 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         const pageEnd = input.offset + input.limit;
         const sliced = sorted.slice(input.offset, pageEnd);
         const nextOffset = pageEnd < sorted.length ? pageEnd : undefined;
-        if (sliced.length === 0 && input.offset > 0) {
-            ctx.enrich.notice(`Offset (${input.offset}) is at or past the ${sorted.length} companies reporting this concept for this period. Lower the offset to page back into the ranking.`);
-        }
-        else if (nextOffset !== undefined) {
-            ctx.enrich.truncated({ shown: sliced.length, cap: input.limit });
-        }
         const data = sliced.map(({ entry, cik, ticker }, i) => ({
             rank: input.offset + i + 1,
             company_name: entry.entityName,
@@ -228,6 +222,24 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             if (registered)
                 dataset = toDatasetField(registered);
         }
+        // Emitted after registration so the pointer can name a table that exists —
+        // `registerDataframe` returns undefined when the canvas is off or the row
+        // set was empty (#104). `notice` is last-wins across notice/truncated, so
+        // each arm composes one string.
+        if (sliced.length === 0 && input.offset > 0) {
+            ctx.enrich.notice(`Offset (${input.offset}) is at or past the ${sorted.length} companies reporting this concept for this period. Lower the offset to page back into the ranking.` +
+                (dataset ? ` ${dataframeGuidance(dataset)}` : ''));
+        }
+        else if (nextOffset !== undefined) {
+            ctx.enrich.truncated({
+                shown: sliced.length,
+                cap: input.limit,
+                ...(dataset && { guidance: dataframeGuidance(dataset) }),
+            });
+        }
+        else if (dataset) {
+            ctx.enrich.notice(dataframeGuidance(dataset));
+        }
         const sortedValues = framesResponse.data.map((e) => e.val).sort((a, b) => a - b);
         const n = sortedValues.length;
         const median = n > 0 ? (sortedValues[Math.floor(n / 2)] ?? 0) : 0;
@@ -301,7 +313,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             lines.push(`${d.rank}. ${d.company_name}${ticker} — CIK ${d.cik}: ${formatted} (raw ${d.value}) | period end ${d.period_end}${location} [${d.accession_number}]`);
         }
         if (result.dataset) {
-            lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at}) — query with secedgar_dataframe_query.`);
+            lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at}) — inspect with secedgar_dataframe_describe, then query with secedgar_dataframe_query.`);
         }
         const tagCount = result.unqueried_tags.length + 1;
         const alsoUnder = result.unqueried_tags.length > 0 ? ` — also: ${result.unqueried_tags.join(', ')}` : '';

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

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

@@ -1 +1 @@
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+{"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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoZ1B,CAAC"}

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

@@ -7,7 +7,7 @@
  */
 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 { cleanDisplayName, getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 /**
  * Hits returned by one EFTS request. The endpoint ignores the `size` parameter
@@ -70,7 +70,7 @@ function hitToHolder(hit) {
 }
 export const findHoldersTool = tool('secedgar_find_holders', {
     title: 'Find Holders',
-    description: 'Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_institutional_holdings: that tool takes a manager and returns its portfolio, this one takes an issuer and returns its managers — pass a returned filer_cik plus the same quarter to read the actual position. Searching by cusip is the precise path, matching the identifier the information table itself carries; without it the issuer name is matched as a phrase against the filing text, which both over-matches (unrelated issuers sharing a word) and under-matches (managers writing the name differently), so prefer cusip whenever one is known. A CUSIP cannot be derived from a ticker here — read one off any 13F information table returned by secedgar_get_institutional_holdings. The returned list is unranked: the search index scores by text relevance, which carries no signal about position size, and no ordering by shares or market value is available without opening each filing. Managers holding under $100M in 13(f) securities are exempt from filing at all.',
+    description: 'Find which institutional managers reported holding an issuer, by searching 13F-HR information tables for one reporting quarter. This is the reverse direction of secedgar_get_institutional_holdings: that tool takes a manager and returns its portfolio, this one takes an issuer and returns its managers — pass a returned filer_cik plus the same quarter to read the actual position. Searching by cusip is the precise path, matching the identifier the information table itself carries; without it the issuer name is matched as a phrase against the filing text, which both over-matches (unrelated issuers sharing a word) and under-matches (managers writing the name differently), so prefer cusip whenever one is known. A CUSIP cannot be derived from a ticker here — read one off any 13F information table returned by secedgar_get_institutional_holdings. The returned list is unranked: the search index scores by text relevance, which carries no signal about position size, and no ordering by shares or market value is available without opening each filing. Managers holding under $100M in 13(f) securities are exempt from filing at all. When more managers match than fit inline, the full fetched set is staged as df_<id> — inspect it with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -175,7 +175,7 @@ export const findHoldersTool = tool('secedgar_find_holders', {
             .object({
             name: z
                 .string()
-                .describe('Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.'),
+                .describe('Dataframe handle (df_XXXXX_XXXXX) — inspect its columns with secedgar_dataframe_describe, then query it with secedgar_dataframe_query.'),
             row_count: z.number().describe('Rows materialized in the dataframe.'),
             expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
             truncated: z
@@ -342,9 +342,11 @@ export const findHoldersTool = tool('secedgar_find_holders', {
             ctx.enrich.truncated({
                 shown: input.limit,
                 cap: input.limit,
-                guidance: truncated
-                    ? `${total} filings matched in the window; the fetch budget of ${FETCH_PAGE_BUDGET * EFTS_PAGE_SIZE} retrieved ${hitsFetched}, resolving to ${rows.length} managers reporting ${quarter}. Query that set with secedgar_dataframe_query, or narrow to a single share class with cusip.`
-                    : 'Query the full matched set with secedgar_dataframe_query.',
+                guidance: dataset
+                    ? truncated
+                        ? `${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.',
             });
         }
         ctx.log.info('Holder search completed', {

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

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

@@ -1 +1 @@
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+{"version":3,"file":"get-beneficial-owners.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-beneficial-owners.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;;;GAUG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAqDjE,eAAO,MAAM,uBAAuB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAqgBlC,CAAC"}

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

@@ -11,7 +11,7 @@
  */
 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 { formNameToSchedule, parseBeneficialOwnershipXml, } from '../../../services/edgar/beneficial-ownership-parser.js';
 import { getEdgarApiService, rawDocumentName } from '../../../services/edgar/edgar-api-service.js';
 /**
@@ -43,7 +43,7 @@ function clip(text, max) {
 }
 export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
     title: 'Get Beneficial Owners',
-    description: "List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is the opposite direction from secedgar_get_institutional_holdings, where the input is the manager. 13D is the activist form and carries the filer's stated purpose of the transaction; 13G is the passive form and has no purpose field at all, which is the substantive difference between a stake that intends to influence control and one that does not. Every filing is returned with each reporting person listed separately, because voting power, dispositive power, and percent of class are reported per person even on a joint filing where several funds and their controlling principal report overlapping shares — summing those percentages double-counts the same position. Coverage starts at 2024-12-18, when SEC replaced the legacy SC 13D / SC 13G text filings with this XML format; earlier stakes are readable but not parseable, and the response reports how many of them the issuer has. The full parsed set is materialized as df_<id> when a canvas is available, one row per reporting person, so it joins against the insider and 13F dataframes on issuer CIK.",
+    description: "List the 5%-and-over beneficial owners of a public company, parsed from the structured SCHEDULE 13D and SCHEDULE 13G filings made about it. The input is the ISSUER — the company being held — which is the opposite direction from secedgar_get_institutional_holdings, where the input is the manager. 13D is the activist form and carries the filer's stated purpose of the transaction; 13G is the passive form and has no purpose field at all, which is the substantive difference between a stake that intends to influence control and one that does not. Every filing is returned with each reporting person listed separately, because voting power, dispositive power, and percent of class are reported per person even on a joint filing where several funds and their controlling principal report overlapping shares — summing those percentages double-counts the same position. Coverage starts at 2024-12-18, when SEC replaced the legacy SC 13D / SC 13G text filings with this XML format; earlier stakes are readable but not parseable, and the response reports how many of them the issuer has. The full parsed set is materialized as df_<id> when a canvas is available, one row per reporting person, so it joins against the insider and 13F dataframes on issuer CIK — inspect it with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query.",
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -197,7 +197,7 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             .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
@@ -371,9 +371,13 @@ export const getBeneficialOwnersTool = tool('secedgar_get_beneficial_owners', {
             ctx.enrich.truncated({
                 shown: filings.length,
                 cap: input.limit,
-                guidance: `${totalMatching} structured blockholder filings are indexed for this issuer. Raise limit to reach further back, or narrow with form_kind or include_amendments=false.`,
+                guidance: `${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)}` : ''),
             });
         }
+        else if (dataset) {
+            ctx.enrich.notice(dataframeGuidance(dataset));
+        }
         ctx.log.info('Beneficial owners retrieved', {
             cik: match.cik,
             formKind: input.form_kind,

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-financials.tool.d.ts

@@ -70,6 +70,7 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
     readonly when: "Concept has data but the period_type filter excluded all of it";
     readonly recovery: "Switch period_type to \"quarterly\" or \"all\" for balance sheet items.";
 }], {
+    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/get-financials.tool.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAejE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAkf5B,CAAC"}
+{"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAmBjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAsgB5B,CAAC"}

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

@@ -5,15 +5,23 @@
  */
 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 { matchesPeriodType, preferredTagIndex, resolveFrameSeries, seriesStalenessCaveats, } from '../../../services/edgar/concept-series.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { missingQuarterCaveats } from '../../../services/edgar/fiscal-periods.js';
 export const getFinancialsTool = tool('secedgar_get_financials', {
-    description: 'Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically.',
+    description: 'Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically. The full series is also staged as df_<id> when a canvas is available — inspect it with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query.',
     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 series was capped, or when the full series is staged as a dataframe.'),
         truncated: z.boolean().optional().describe('True when the inline data[] was capped by limit.'),
         shown: z.number().optional().describe('Number of periods shown inline.'),
         cap: z.number().optional().describe('The limit cap applied.'),
@@ -119,7 +127,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             .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.'),
         })
@@ -366,7 +374,14 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         // full series, so older periods stay queryable via the dataframe handle (#32).
         const inlineData = input.limit ? data.slice(0, input.limit) : data;
         if (input.limit && data.length > input.limit) {
-            ctx.enrich.truncated({ shown: input.limit, cap: input.limit });
+            ctx.enrich.truncated({
+                shown: inlineData.length,
+                cap: input.limit,
+                guidance: `Showing the ${inlineData.length} most-recent of ${data.length} periods. ${dataset ? dataframeGuidance(dataset) : 'Raise limit to see more inline.'}`,
+            });
+        }
+        else if (dataset) {
+            ctx.enrich.notice(dataframeGuidance(dataset));
         }
         ctx.log.info('Financials retrieved', {
             company: match.cik,

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

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package/dist/mcp-server/tools/definitions/get-fund-holdings.tool.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"get-fund-holdings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-fund-holdings.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;;GASG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA4MjE,eAAO,MAAM,mBAAmB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAwpB9B,CAAC"}
+{"version":3,"file":"get-fund-holdings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-fund-holdings.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;;GASG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAgNjE,eAAO,MAAM,mBAAmB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAmqB9B,CAAC"}

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

@@ -10,7 +10,7 @@
  */
 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 { getEdgarApiService, rawDocumentName } from '../../../services/edgar/edgar-api-service.js';
 import { parseNportHeader, parseNportXml, } from '../../../services/edgar/nport-parser.js';
 /** SEC fund series identifier — the letter S followed by nine digits. */
@@ -156,7 +156,7 @@ function daysBetween(from, to) {
 }
 export const getFundHoldingsTool = tool('secedgar_get_fund_holdings', {
     title: 'Get Fund Holdings',
-    description: "List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or the registrant trust — which is the opposite direction from the ownership tools: secedgar_get_institutional_holdings and secedgar_find_holders answer who owns a company, this answers what a fund owns. Each position carries the security name, CUSIP/ISIN/LEI where the filer reports them, share balance, market value in USD, and percent of the fund's net assets, alongside fund-level net assets and total assets. Positions are returned largest-first by percent of net assets, one page of limit rows starting at offset; the full report registers as df_<id> when a canvas is available, which is how a fund running to thousands of positions is aggregated or joined against the 13F and insider dataframes. An NPORT-P covers exactly one fund series and a registrant trust files one report per series, so a trust with several funds needs the specific fund named — pass its ticker or series_id. Reports publish roughly two months after the period they cover, so every result is dated: the holdings are the portfolio as of report_period_date, not as of today.",
+    description: "List what an ETF or mutual fund holds, parsed from the NPORT-P portfolio report it files with the SEC every quarter. The input is the fund — a ticker like VOO, a fund series ID, or the registrant trust — which is the opposite direction from the ownership tools: secedgar_get_institutional_holdings and secedgar_find_holders answer who owns a company, this answers what a fund owns. Each position carries the security name, CUSIP/ISIN/LEI where the filer reports them, share balance, market value in USD, and percent of the fund's net assets, alongside fund-level net assets and total assets. Positions are returned largest-first by percent of net assets, one page of limit rows starting at offset; the full report registers as df_<id> when a canvas is available — inspect it with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query, which is how a fund running to thousands of positions is aggregated or joined against the 13F and insider dataframes. An NPORT-P covers exactly one fund series and a registrant trust files one report per series, so a trust with several funds needs the specific fund named — pass its ticker or series_id. Reports publish roughly two months after the period they cover, so every result is dated: the holdings are the portfolio as of report_period_date, not as of today.",
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -336,7 +336,7 @@ export const getFundHoldingsTool = tool('secedgar_get_fund_holdings', {
             .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.'),
         })
@@ -556,9 +556,6 @@ export const getFundHoldingsTool = tool('secedgar_get_fund_holdings', {
         const pageEnd = input.offset + input.limit;
         const holdings = positions.slice(input.offset, pageEnd);
         const nextOffset = pageEnd < positions.length ? pageEnd : undefined;
-        if (nextOffset !== undefined) {
-            ctx.enrich.truncated({ shown: holdings.length, cap: input.limit });
-        }
         const lagDays = report.report_period_date
             ? daysBetween(report.report_period_date, target.filingDate)
             : undefined;
@@ -567,12 +564,26 @@ export const getFundHoldingsTool = tool('secedgar_get_fund_holdings', {
                 ? `Portfolio as of ${report.report_period_date}, filed ${target.filingDate} — ${lagDays} days later. NPORT-P publishes on a lag, so these are not current-day positions.`
                 : `This report states no portfolio date; it was filed ${target.filingDate}. NPORT-P publishes on a lag, so these are not current-day positions.`,
         });
+        // One chain, because `notice` is last-wins across notice/truncated: each arm
+        // composes the staged-dataframe pointer into its own string rather than
+        // emitting a second notice that would clobber the first (#104).
         if (holdings.length === 0 && input.offset > 0) {
-            ctx.enrich.notice(`Offset (${input.offset}) is at or past the ${positions.length} positions in this report. Lower the offset to page back into the portfolio.`);
+            ctx.enrich.notice(`Offset (${input.offset}) is at or past the ${positions.length} positions in this report. Lower the offset to page back into the portfolio.` +
+                (dataset ? ` ${dataframeGuidance(dataset)}` : ''));
         }
         else if (holdings.length === 0) {
             ctx.enrich.notice(`Report ${target.accessionNumber} lists no portfolio positions. A fund that had liquidated by the period end files an empty report — is_final_filing says whether this is one — and secedgar_get_filing on this accession shows the document as filed.`);
         }
+        else if (nextOffset !== undefined) {
+            ctx.enrich.truncated({
+                shown: holdings.length,
+                cap: input.limit,
+                ...(dataset && { guidance: dataframeGuidance(dataset) }),
+            });
+        }
+        else if (dataset) {
+            ctx.enrich.notice(dataframeGuidance(dataset));
+        }
         ctx.log.info('Fund holdings retrieved', {
             registrantCik,
             seriesId: report.series_id,