@cyanheads/secedgar-mcp-server 0.15.5 → 0.15.7

package/dist/index.js

@@ -11,8 +11,8 @@ import { conceptsResource } from './mcp-server/resources/definitions/concepts.re
 import { filingTypesResource } from './mcp-server/resources/definitions/filing-types.resource.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 { disposeEdgarApiService, initEdgarApiService } from './services/edgar/edgar-api-service.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
@@ -29,7 +29,11 @@ await createApp({
     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 — inspect its columns with secedgar_dataframe_describe, then analyze it with secedgar_dataframe_query.',
+    // 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: 'Resolve a company with secedgar_company_search (ticker, name, or CIK), find its filings with secedgar_search_filings — full text covers 2001 onward, while earlier ranges browse the archives by form and need ticker:/cik: scope for text matching — and read one by accession number with secedgar_get_filing. Financial tools take friendly concept names such as "revenue" or "eps_diluted" (list them with secedgar_search_concepts), and ownership runs both ways: a 13F manager to its portfolio, an issuer to its institutional holders or 5%-and-over blockholders, a fund to its NPORT-P holdings. Data-returning tools also stage their full result as a df_<id> dataframe — inspect it with secedgar_dataframe_describe, then query it with secedgar_dataframe_query.',
     async setup(core) {
         initEdgarApiService();
         initCanvasBridge(core.canvas);
@@ -75,5 +79,14 @@ await createApp({
             }
         }
     },
+    // The SEC request pacer holds a dispatch timer and any queued requests, and
+    // 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() {
+        disposeEdgarApiService();
+        await closeEdgarMirror();
+    },
 });
 //# sourceMappingURL=index.js.map

package/dist/index.js.map

@@ -1 +1 @@
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package/dist/mcp-server/resources/definitions/filing-types.resource.js

@@ -74,11 +74,11 @@ const FILING_TYPES = [
 ];
 export const filingTypesResource = resource('secedgar://filing-types', {
     name: 'SEC Filing Types',
-    description: 'Reference list of common SEC filing types with descriptions, cadence, and typical use cases, plus the full 8-K item-code decode tables for both numbering regimes. Helps choose the forms parameter for secedgar_search_filings, the form_types filter for secedgar_company_search, or the items filter for secedgar_get_material_events.',
+    description: 'Reference list of common SEC filing types with descriptions, cadence, and typical use cases, plus the full 8-K item-code decode tables for both numbering regimes. Helps choose the forms parameter for secedgar_search_filings and secedgar_company_search, or the items filter for secedgar_get_material_events.',
     mimeType: 'text/markdown',
     handler(_params, _ctx) {
         const lines = ['# SEC Filing Types', ''];
-        lines.push('Use these form types with `secedgar_company_search` (form_types filter) and `secedgar_search_filings` (forms filter).', '');
+        lines.push('Use these form types in the `forms` filter of `secedgar_search_filings` and `secedgar_company_search`.', '');
         lines.push('| Form | Cadence | Description | Use Cases |');
         lines.push('|:-----|:--------|:------------|:----------|');
         for (const ft of FILING_TYPES) {

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

@@ -1 +1 @@
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+{"version":3,"file":"filing-types.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAClD,OAAO,EACL,qBAAqB,EACrB,wBAAwB,EACxB,gBAAgB,EAChB,oBAAoB,GACrB,MAAM,mCAAmC,CAAC;AAE3C,MAAM,YAAY,GAAG;IACnB;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EACT,mFAAmF;QACrF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,mBAAmB;QAC5B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,oDAAoD;KAChE;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,sFAAsF;QACxF,SAAS,EAAE,wDAAwD;KACpE;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,wFAAwF;QAC1F,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,iBAAiB;QAC1B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,+CAA+C;KAC3D;IACD;QACE,IAAI,EAAE,cAAc;QACpB,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,wDAAwD;QACrE,SAAS,EAAE,0CAA0C;KACtD;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,4BAA4B;QACrC,WAAW,EACT,0KAA0K;QAC5K,SAAS,EAAE,uEAAuE;KACnF;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,UAAU;QACnB,WAAW,EAAE,2EAA2E;QACxF,SAAS,EAAE,qCAAqC;KACjD;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EAAE,4DAA4D;QACzE,SAAS,EAAE,gCAAgC;KAC5C;CACO,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,QAAQ,CAAC,yBAAyB,EAAE;IACrE,IAAI,EAAE,kBAAkB;IACxB,WAAW,EACT,oTAAoT;IACtT,QAAQ,EAAE,eAAe;IAEzB,OAAO,CAAC,OAAO,EAAE,IAAI;QACnB,MAAM,KAAK,GAAa,CAAC,oBAAoB,EAAE,EAAE,CAAC,CAAC;QACnD,KAAK,CAAC,IAAI,CACR,wGAAwG,EACxG,EAAE,CACH,CAAC;QACF,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,MAAM,EAAE,IAAI,YAAY,EAAE,CAAC;YAC9B,KAAK,CAAC,IAAI,CAAC,OAAO,EAAE,CAAC,IAAI,QAAQ,EAAE,CAAC,OAAO,MAAM,EAAE,CAAC,WAAW,MAAM,EAAE,CAAC,SAAS,IAAI,CAAC,CAAC;QACzF,CAAC;QACD,KAAK,CAAC,IAAI,CACR,EAAE,EACF,6VAA6V,CAC9V,CAAC;QAEF,KAAK,CAAC,IAAI,CACR,EAAE,EACF,mBAAmB,EACnB,EAAE,EACF,wPAAwP,wBAAwB,0HAA0H,EAC1Y,EAAE,EACF,0BAA0B,wBAAwB,UAAU,EAC5D,EAAE,EACF,kBAAkB,EAClB,kBAAkB,CACnB,CAAC;QACF,IAAI,cAAc,GAAG,EAAE,CAAC;QACxB,KAAK,MAAM,CAAC,IAAI,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,qBAAqB,CAAC,EAAE,CAAC;YAClE,MAAM,OAAO,GAAG,gBAAgB,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,CAAC;YACnD,IAAI,OAAO,IAAI,OAAO,KAAK,cAAc,EAAE,CAAC;gBAC1C,cAAc,GAAG,OAAO,CAAC;gBACzB,KAAK,CAAC,IAAI,CAAC,gBAAgB,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,MAAM,OAAO,KAAK,CAAC,CAAC;YACjE,CAAC;YACD,KAAK,CAAC,IAAI,CAAC,OAAO,IAAI,QAAQ,KAAK,IAAI,CAAC,CAAC;QAC3C,CAAC;QAED,KAAK,CAAC,IAAI,CACR,EAAE,EACF,gCAAgC,wBAAwB,GAAG,EAC3D,EAAE,EACF,kBAAkB,EAClB,kBAAkB,CACnB,CAAC;QACF,KAAK,MAAM,CAAC,IAAI,EAAE,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,CAAC,oBAAoB,CAAC,EAAE,CAAC;YACjE,KAAK,CAAC,IAAI,CAAC,OAAO,IAAI,QAAQ,KAAK,IAAI,CAAC,CAAC;QAC3C,CAAC;QACD,KAAK,CAAC,IAAI,CACR,EAAE,EACF,0QAA0Q,CAC3Q,CAAC;QACF,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;IAC1B,CAAC;IAED,IAAI,EAAE,KAAK,IAAI,EAAE,CAAC,CAAC;QACjB,SAAS,EAAE;YACT;gBACE,GAAG,EAAE,yBAAyB;gBAC9B,IAAI,EAAE,kBAAkB;gBACxB,WAAW,EAAE,yDAAyD;gBACtE,QAAQ,EAAE,eAAe;aAC1B;SACF;KACF,CAAC;CACH,CAAC,CAAC"}

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

@@ -8,7 +8,7 @@ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
     query: z.ZodString;
     include_filings: z.ZodDefault<z.ZodBoolean>;
-    form_types: z.ZodOptional<z.ZodArray<z.ZodString>>;
+    forms: z.ZodOptional<z.ZodArray<z.ZodString>>;
     filing_limit: z.ZodDefault<z.ZodNumber>;
     filed_after: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
     filed_before: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
@@ -49,6 +49,13 @@ export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDef
     readonly code: JsonRpcErrorCode.NotFound;
     readonly when: "Query is ambiguous and matches several companies";
     readonly recovery: "Specify a ticker symbol for an exact match instead of a name fragment.";
+}, {
+    readonly reason: "rate_limited";
+    readonly code: JsonRpcErrorCode.RateLimited;
+    readonly when: "SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs";
+    readonly recovery: "Wait the retryAfter seconds the error carries, then retry — SEC lifts the block only once requests stop for ten minutes.";
+    readonly retryable: true;
+    readonly thrownBy: "service";
 }], {
     readonly notice: z.ZodOptional<z.ZodString>;
     readonly truncated: z.ZodOptional<z.ZodBoolean>;

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

@@ -1 +1 @@
-{"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"}
+{"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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAqb5B,CAAC"}

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

@@ -46,7 +46,7 @@ export const companySearchTool = tool('secedgar_company_search', {
         notice: z
             .string()
             .optional()
-            .describe('Guidance when include_filings=true but no filings matched the form_types filter, or when filing_limit withheld some.'),
+            .describe('Guidance when include_filings=true but no filings matched the forms filter, or when filing_limit withheld some.'),
         truncated: z
             .boolean()
             .optional()
@@ -67,6 +67,14 @@ export const companySearchTool = tool('secedgar_company_search', {
             when: 'Query is ambiguous and matches several companies',
             recovery: 'Specify a ticker symbol for an exact match instead of a name fragment.',
         },
+        {
+            reason: 'rate_limited',
+            code: JsonRpcErrorCode.RateLimited,
+            when: "SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs",
+            recovery: 'Wait the retryAfter seconds the error carries, then retry — SEC lifts the block only once requests stop for ten minutes.',
+            retryable: true,
+            thrownBy: 'service',
+        },
     ],
     input: z.object({
         query: z
@@ -78,10 +86,10 @@ export const companySearchTool = tool('secedgar_company_search', {
             .boolean()
             .default(true)
             .describe('Include recent filings in the response. Set to false for entity-info-only lookups.'),
-        form_types: z
+        forms: z
             .array(z.string())
             .optional()
-            .describe('Filter filings to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, returns all form types.'),
+            .describe('Filter filings to specific form types (e.g., ["10-K", "10-Q", "8-K"]), matched exactly (case-insensitive) — list an amendment such as "10-K/A" to include it. Without this, returns all form types.'),
         filing_limit: z
             .number()
             .int()
@@ -110,6 +118,14 @@ export const companySearchTool = tool('secedgar_company_search', {
             .optional()
             .describe('Only include filings filed on or before this date (YYYY-MM-DD). Use alone or with filed_after; together they bound the archive-page scan.'),
     }),
+    // Other spellings of the form and filing-date parameters in use across tools (#115).
+    inputAliases: {
+        form_types: 'forms',
+        start_date: 'filed_after',
+        date_from: 'filed_after',
+        end_date: 'filed_before',
+        date_to: 'filed_before',
+    },
     output: z.object({
         cik: z.string().describe('Central Index Key, zero-padded to 10 digits.'),
         name: z.string().describe('SEC-conformed company name.'),
@@ -153,7 +169,7 @@ export const companySearchTool = tool('secedgar_company_search', {
         })
             .describe('One filing record with form type, dates, and primary document.'))
             .optional()
-            .describe('Recent filings, filtered by form_types if specified.'),
+            .describe('Recent filings, filtered by forms if specified.'),
         total_filings: z
             .number()
             .optional()
@@ -243,7 +259,7 @@ export const companySearchTool = tool('secedgar_company_search', {
             const filedAfter = input.filed_after || undefined;
             const filedBefore = input.filed_before || undefined;
             const hasDateFilter = Boolean(filedAfter || filedBefore);
-            const formTypes = input.form_types?.length ? input.form_types : undefined;
+            const formTypes = input.forms?.length ? input.forms : undefined;
             const matches = (f) => (!formTypes || formTypes.some((ft) => f.form.toUpperCase() === ft.toUpperCase())) &&
                 (!filedAfter || f.filing_date >= filedAfter) &&
                 (!filedBefore || f.filing_date <= filedBefore);
@@ -301,7 +317,7 @@ export const companySearchTool = tool('secedgar_company_search', {
                     sourceTool: 'secedgar_company_search',
                     queryParams: {
                         cik: match.cik,
-                        form_types: input.form_types,
+                        forms: input.forms,
                         filed_after: filedAfter,
                         filed_before: filedBefore,
                     },
@@ -311,8 +327,8 @@ export const companySearchTool = tool('secedgar_company_search', {
                     dataset = { ...toDatasetField(registered), truncated: archiveTruncated };
             }
         }
-        if (input.include_filings && input.form_types?.length && totalFilings === 0) {
-            ctx.enrich.notice(`No filings matched form types [${input.form_types.join(', ')}] for this entity. Try different form types or remove the filter.`);
+        if (input.include_filings && input.forms?.length && totalFilings === 0) {
+            ctx.enrich.notice(`No filings matched form types [${input.forms.join(', ')}] for this entity. Try different form types or remove the filter.`);
         }
         else if (filings !== undefined &&
             totalFilings !== undefined &&

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

@@ -81,6 +81,13 @@ export declare const compareCompaniesTool: import("@cyanheads/mcp-ts-core").Tool
     readonly code: JsonRpcErrorCode.NotFound;
     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 reason: "rate_limited";
+    readonly code: JsonRpcErrorCode.RateLimited;
+    readonly when: "SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs";
+    readonly recovery: "Wait the retryAfter seconds the error carries, then retry — SEC lifts the block only once requests stop for ten minutes.";
+    readonly retryable: true;
+    readonly thrownBy: "service";
 }], {
     readonly notice: z.ZodOptional<z.ZodString>;
     readonly truncated: z.ZodOptional<z.ZodBoolean>;

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;AAwEjE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAshB/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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA+hB/B,CAAC"}

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

@@ -84,6 +84,14 @@ export const compareCompaniesTool = tool('secedgar_compare_companies', {
             when: 'Companies resolved but not one of them reports any of the requested concepts for the requested period type',
             recovery: 'Switch period_type, or discover reported concept names with secedgar_search_concepts.',
         },
+        {
+            reason: 'rate_limited',
+            code: JsonRpcErrorCode.RateLimited,
+            when: "SEC is rate-limiting this server's IP — SEC answered 429, or the call was refused without being sent while the cool-down after one runs",
+            recovery: 'Wait the retryAfter seconds the error carries, then retry — SEC lifts the block only once requests stop for ten minutes.',
+            retryable: true,
+            thrownBy: 'service',
+        },
     ],
     input: z.object({
         companies: z

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

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

@@ -30,26 +30,55 @@ export declare const dataframeQueryTool: import("@cyanheads/mcp-ts-core").ToolDe
     readonly code: JsonRpcErrorCode.ValidationError;
     readonly when: "The SQL query references a denied DuckDB system catalog (information_schema, pg_catalog, sqlite_master, duckdb_*)";
     readonly recovery: "Query only df_<id> tables. Use secedgar_dataframe_describe to list available dataframes.";
+    readonly thrownBy: "service";
 }, {
     readonly reason: "missing_table";
     readonly code: JsonRpcErrorCode.NotFound;
     readonly when: "The SQL query references a df_<id> table that does not exist or has expired";
     readonly recovery: "Use secedgar_dataframe_describe to list available dataframes and verify the table name.";
+    readonly thrownBy: "service";
 }, {
     readonly reason: "invalid_sql";
     readonly code: JsonRpcErrorCode.ValidationError;
-    readonly when: "The SQL statement contains a syntax or execution error not covered by a more specific reason";
+    readonly when: "The SELECT fails to prepare — an unknown column or an invalid expression — or hits an engine error no more specific reason covers";
     readonly recovery: "Check SQL syntax, column names, and table references against secedgar_dataframe_describe.";
+    readonly thrownBy: "service";
+}, {
+    readonly reason: "sql_execution_error";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The SELECT prepared but failed on the data it read — a cast or conversion that does not fit, an out-of-range value, or invalid input to a function";
+    readonly recovery: "Wrap the failing cast in TRY_CAST, or filter out the rows the error message names before converting them.";
+    readonly thrownBy: "service";
 }, {
     readonly reason: "register_as_clash";
     readonly code: JsonRpcErrorCode.ValidationError;
     readonly when: "The register_as target name already exists on the canvas";
     readonly recovery: "Drop the existing dataframe with secedgar_dataframe_drop (when enabled), choose a different df_XXXXX_XXXXX name, or omit register_as.";
+    readonly thrownBy: "service";
 }, {
     readonly reason: "non_select_statement";
     readonly code: JsonRpcErrorCode.ValidationError;
-    readonly when: "The SQL is a non-SELECT statement (DROP, INSERT, UPDATE, DDL, etc.) — only read-only SELECTs run against dataframes";
+    readonly when: "The SQL is not a SELECT (DROP, INSERT, UPDATE, DDL, PRAGMA, EXPLAIN, etc.) or does not parse — only read-only SELECTs run against dataframes";
     readonly recovery: "Query only SELECT statements against df_<id> tables. Use secedgar_dataframe_describe to inspect available dataframes.";
+    readonly thrownBy: "service";
+}, {
+    readonly reason: "multi_statement";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The SQL holds more than one statement";
+    readonly recovery: "Send exactly one SELECT statement per call, and split multi-statement SQL into separate calls.";
+    readonly thrownBy: "service";
+}, {
+    readonly reason: "denied_function";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The SQL calls a file-reading or external-data table function such as read_csv, read_parquet, or glob";
+    readonly recovery: "Remove the file-reading function and query only the df_<id> tables secedgar_dataframe_describe lists.";
+    readonly thrownBy: "service";
+}, {
+    readonly reason: "plan_operator_not_allowed";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "The query plan uses an operator outside the read-only allowlist, such as the range() or generate_series() table functions";
+    readonly recovery: "Rewrite with read-only SELECT constructs — joins, aggregates, window functions, CTEs, and unnest() are supported.";
+    readonly thrownBy: "service";
 }], {
     readonly notice: z.ZodOptional<z.ZodString>;
     readonly truncated: z.ZodOptional<z.ZodBoolean>;

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

@@ -1 +1 @@
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+{"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;AAajE,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA2R7B,CAAC"}

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

@@ -9,6 +9,15 @@
 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';
+/**
+ * Escape text for one Markdown table cell. Backslashes go first: a cell is
+ * inline Markdown, where a backslash before ASCII punctuation is consumed as an
+ * escape, so escaping only the pipe drops a literal backslash that precedes
+ * punctuation from the rendered text (`x\|y` would render as `x|y`) (#114).
+ */
+function escapeTableCell(text) {
+    return text.replace(/\\/g, '\\\\').replace(/\|/g, '\\|');
+}
 export const dataframeQueryTool = tool('secedgar_dataframe_query', {
     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 },
@@ -41,30 +50,63 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             code: JsonRpcErrorCode.ValidationError,
             when: 'The SQL query references a denied DuckDB system catalog (information_schema, pg_catalog, sqlite_master, duckdb_*)',
             recovery: 'Query only df_<id> tables. Use secedgar_dataframe_describe to list available dataframes.',
+            thrownBy: 'service',
         },
         {
             reason: 'missing_table',
             code: JsonRpcErrorCode.NotFound,
             when: 'The SQL query references a df_<id> table that does not exist or has expired',
             recovery: 'Use secedgar_dataframe_describe to list available dataframes and verify the table name.',
+            thrownBy: 'service',
         },
         {
             reason: 'invalid_sql',
             code: JsonRpcErrorCode.ValidationError,
-            when: 'The SQL statement contains a syntax or execution error not covered by a more specific reason',
+            when: 'The SELECT fails to prepare — an unknown column or an invalid expression — or hits an engine error no more specific reason covers',
             recovery: 'Check SQL syntax, column names, and table references against secedgar_dataframe_describe.',
+            thrownBy: 'service',
+        },
+        {
+            reason: 'sql_execution_error',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The SELECT prepared but failed on the data it read — a cast or conversion that does not fit, an out-of-range value, or invalid input to a function',
+            recovery: 'Wrap the failing cast in TRY_CAST, or filter out the rows the error message names before converting them.',
+            thrownBy: 'service',
         },
         {
             reason: 'register_as_clash',
             code: JsonRpcErrorCode.ValidationError,
             when: 'The register_as target name already exists on the canvas',
             recovery: 'Drop the existing dataframe with secedgar_dataframe_drop (when enabled), choose a different df_XXXXX_XXXXX name, or omit register_as.',
+            thrownBy: 'service',
         },
         {
             reason: 'non_select_statement',
             code: JsonRpcErrorCode.ValidationError,
-            when: 'The SQL is a non-SELECT statement (DROP, INSERT, UPDATE, DDL, etc.) — only read-only SELECTs run against dataframes',
+            when: 'The SQL is not a SELECT (DROP, INSERT, UPDATE, DDL, PRAGMA, EXPLAIN, etc.) or does not parse — only read-only SELECTs run against dataframes',
             recovery: 'Query only SELECT statements against df_<id> tables. Use secedgar_dataframe_describe to inspect available dataframes.',
+            thrownBy: 'service',
+        },
+        {
+            reason: 'multi_statement',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The SQL holds more than one statement',
+            recovery: 'Send exactly one SELECT statement per call, and split multi-statement SQL into separate calls.',
+            thrownBy: 'service',
+        },
+        {
+            reason: 'denied_function',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The SQL calls a file-reading or external-data table function such as read_csv, read_parquet, or glob',
+            recovery: 'Remove the file-reading function and query only the df_<id> tables secedgar_dataframe_describe lists.',
+            thrownBy: 'service',
+        },
+        {
+            reason: 'plan_operator_not_allowed',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'The query plan uses an operator outside the read-only allowlist, such as the range() or generate_series() table functions',
+            recovery: 'Rewrite with read-only SELECT constructs — joins, aggregates, window functions, CTEs, and unnest() are supported.',
+            thrownBy: 'service',
         },
     ],
     input: z.object({
@@ -200,7 +242,7 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
             lines.push('_No rows._');
             return [{ type: 'text', text: lines.join('\n') }];
         }
-        const header = `| ${result.columns.join(' | ')} |`;
+        const header = `| ${result.columns.map(escapeTableCell).join(' | ')} |`;
         const sep = `| ${result.columns.map(() => '---').join(' | ')} |`;
         lines.push(header, sep);
         for (const row of result.rows) {
@@ -209,9 +251,9 @@ export const dataframeQueryTool = tool('secedgar_dataframe_query', {
                 if (v === null || v === undefined)
                     return '';
                 if (typeof v === 'string')
-                    return v.replace(/\|/g, '\\|');
+                    return escapeTableCell(v);
                 if (typeof v === 'object')
-                    return JSON.stringify(v).replace(/\|/g, '\\|');
+                    return escapeTableCell(JSON.stringify(v));
                 return String(v);
             });
             lines.push(`| ${cells.join(' | ')} |`);

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

@@ -1 +1 @@
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