npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.15.6 → 0.15.7 - Mend

@cyanheads/secedgar-mcp-server 0.15.6 → 0.15.7

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (81) hide show

package/dist/config/server-config.js CHANGED Viewed

@@ -15,6 +15,12 @@ const ServerConfigSchema = z.object({
         .max(10)
         .default(10)
         .describe('Max requests/second to SEC APIs'),
+    rateLimitCooldownSeconds: z.coerce
+        .number()
+        .int()
+        .min(1)
+        .default(600)
+        .describe('Seconds to stop sending to SEC after a 429. SEC blocks an IP until its request rate has stayed under the limit for ten minutes, and every request sent meanwhile restarts that clock, so calls are refused locally for this long and the first one after it goes out alone as a probe.'),
     tickerCacheTtl: z.coerce
         .number()
         .int()
@@ -53,6 +59,7 @@ export function getServerConfig() {
     _config ??= parseEnvConfig(ServerConfigSchema, {
         userAgent: 'EDGAR_USER_AGENT',
         rateLimitRps: 'EDGAR_RATE_LIMIT_RPS',
+        rateLimitCooldownSeconds: 'EDGAR_RATE_LIMIT_COOLDOWN_SECONDS',
         tickerCacheTtl: 'EDGAR_TICKER_CACHE_TTL',
         datasetTtlSeconds: 'EDGAR_DATASET_TTL_SECONDS',
         dataframeDropEnabled: 'EDGAR_DATAFRAME_DROP_ENABLED',

package/dist/config/server-config.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/index.js CHANGED Viewed

@@ -11,7 +11,7 @@ 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 { 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
@@ -33,7 +33,7 @@ await createApp({
     // 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.',
+    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);
@@ -79,11 +79,13 @@ await createApp({
             }
         }
     },
-    // The mirror holds two SQLite files open for the process lifetime; nothing
+    // 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();
     },
 });

package/dist/index.js.map CHANGED Viewed

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

@@ -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 CHANGED Viewed

	@@ -1 +1 @@
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1	+ {"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 CHANGED Viewed

@@ -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 CHANGED Viewed

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

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

@@ -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 CHANGED Viewed

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

@@ -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 CHANGED Viewed

	@@ -1 +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"}
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA+hB/B,CAAC"}

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

@@ -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 CHANGED Viewed

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

@@ -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 CHANGED Viewed

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

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

@@ -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(' | ')} |`);