@cyanheads/secedgar-mcp-server 0.15.7 → 0.15.9

package/changelog/0.15.x/0.15.8.md

@@ -0,0 +1,29 @@
+---
+summary: "secedgar_get_insider_transactions takes a filed_after / filed_before window reading Form 4 history back to mid-2003, and secedgar_get_institutional_holdings finds quarters older than the recent submissions window. Fixes fund-ticker resolution after a failed or mirror-served load, deeply nested filings overflowing the stack, and archive paging."
+security: false
+---
+
+# 0.15.8 — 2026-09-24
+
+## Added
+
+- **`secedgar_get_insider_transactions` `filed_after` / `filed_before`** ([#127](https://github.com/cyanheads/secedgar-mcp-server/issues/127)) — inclusive, either alone, with the `start_date` / `date_from` / `end_date` / `date_to` aliases. A window reads the in-window Form 4 / 4-A filings from the recent window and the archive pages it overlaps, parsing up to 100 with a canvas. Only filings whose primary document is ownership XML are read, so the reachable history starts in mid-2003, when structured Form 4 filing began. `history_scanned_through` names the oldest filing parsed, and a window holding none returns a notice rather than `no_filings_found`.
+
+## Changed
+
+- **`secedgar_get_filing` fills `form`, `filing_date`, and `period_ending` for filings outside the recent submissions window** ([#126](https://github.com/cyanheads/secedgar-mcp-server/issues/126)) — read from the filing's own SEC header: the `index-headers.html` page the tool already fetches, or `<accession>.hdr.sgml` when that page is missing (one extra request, only then).
+- **One archive-page walk for every tool that reads past the recent window** — `SubmissionsArchiveWalk` (`src/services/edgar/submissions-archive.ts`) serves `secedgar_company_search`, `secedgar_search_filings`' pre-2001 arm, `secedgar_get_material_events`, `secedgar_get_insider_transactions`, and `secedgar_get_institutional_holdings`, with one 10-page cap.
+- Tool descriptions state the recent window as SEC sizes it — the last year or 1,000 filings, whichever holds more — instead of "~1,000 filings".
+
+## Fixed
+
+- **`secedgar_get_institutional_holdings` finds a `quarter` older than the recent window** ([#117](https://github.com/cyanheads/secedgar-mcp-server/issues/117)) — the archive is read forward from the quarter end, up to 10 pages, instead of failing as `no_filings_found`.
+- **A quarter covered by a 13F-NT notice fails naming that notice** ([#133](https://github.com/cyanheads/secedgar-mcp-server/issues/133)) — the error carries its accession number, form, and period (`notice_accession_number`, `notice_form`, `notice_period`); a manager with no `quarter` whose recent 13F filings are all notices gets the same message instead of the not-a-13F-filer routing.
+- **`filer_name` decodes XML entities** ([#132](https://github.com/cyanheads/secedgar-mcp-server/issues/132)) — `JPMORGAN CHASE &amp; CO` is now `JPMORGAN CHASE & CO` on every surface.
+- **A failed load of `company_tickers_mf.json` no longer stands for the whole ticker-cache TTL** ([#119](https://github.com/cyanheads/secedgar-mcp-server/issues/119)) — the fund slice is refetched once, single-flight, after 60 s (or the rate-limit cool-down, if longer), without refetching the equity index; each failed load logs a warning.
+- **Fund tickers keep `seriesId` / `classId` on the mirror path** ([#135](https://github.com/cyanheads/secedgar-mcp-server/issues/135)) — a live fund entry supersedes the mirror's bare fund row for the same symbol, and mirror fund rows never enter the CIK index, so `secedgar_get_fund_holdings` routes a multi-series trust's ticker through its series.
+- **`rate_limited` errors carry `data.retryable: true`** ([#122](https://github.com/cyanheads/secedgar-mcp-server/issues/122)) — both the upstream 429 and the local cool-down refusal, matching the declared contract, so the text ends `(reason rate_limited · retryable)`.
+- **Deeply nested markup no longer overflows the stack in filing text conversion** ([#118](https://github.com/cyanheads/secedgar-mcp-server/issues/118)) — `html-to-text` stops at 512 levels and prints `[…]` there, and legacy SGML `<PAGE>` markers are replaced with line breaks before parsing; one such document no longer fails `secedgar_search_filings`' pre-2001 text scan.
+- **`secedgar_get_material_events` stops the undated archive walk once `limit` is filled** ([#134](https://github.com/cyanheads/secedgar-mcp-server/issues/134)) — when the recent window under-filled `limit`, an undated call previously read every archive page up to the cap; a date window still reads every page it overlaps. `dataset.truncated` is true whenever selected pages went unread, including when the recent window alone fills `limit`.
+- **Archive page selection tolerates a one-day drift in the manifest's `filingFrom` / `filingTo`** ([#137](https://github.com/cyanheads/secedgar-mcp-server/issues/137)) — a window whose bound falls on a page's first or last filing day no longer skips that page.
+- **`secedgar_dataframe_query` renders a line break inside a table cell or column name as `<br>`** ([#121](https://github.com/cyanheads/secedgar-mcp-server/issues/121)) — it previously split the Markdown row.

package/changelog/0.15.x/0.15.9.md

@@ -0,0 +1,32 @@
+---
+summary: "Annual XBRL values no longer come from a proxy statement's pay-versus-performance figure or a 10-Q's trailing-twelve-month total. Adds ppe_net, pretax_income, and shares_diluted, successor tags for capex and interest_expense, early unknown_concept errors with suggestions, and a taxonomy input on secedgar_fetch_frames."
+breaking: false
+security: false
+---
+
+# 0.15.9 — 2026-09-25
+
+## Added
+
+- **Catalog concepts `ppe_net`, `pretax_income`, and `shares_diluted`** ([#130](https://github.com/cyanheads/secedgar-mcp-server/issues/130)) — each with a confirmed IFRS tag; `ppe_net` lists the finance-lease-inclusive total as a related tag, not a fallback.
+- **`unknown_concept` before any SEC request** ([#128](https://github.com/cyanheads/secedgar-mcp-server/issues/128)) — `secedgar_get_financials`, `secedgar_compare_companies`, and `secedgar_fetch_frames` reject a `concept` that is neither a friendly name nor an UpperCamelCase tag, with a formula (`free_cash_flow`, `ebitda`, `working_capital`) or up to three closest names. `secedgar_compare_companies` fails only when every concept is unknown and otherwise lists them in `unknown_concepts`.
+- **`secedgar_fetch_frames` `taxonomy` input, `us-gaap` or `dei`** ([#143](https://github.com/cyanheads/secedgar-mcp-server/issues/143)) — a raw dei tag such as `EntityCommonStockSharesOutstanding` now reads the dei frames; the response echoes `taxonomy`.
+- **Per-value `tag`** on `secedgar_get_financials` rows, `secedgar_get_snapshot` points, and `secedgar_compare_companies` cells ([#125](https://github.com/cyanheads/secedgar-mcp-server/issues/125)).
+
+## Changed
+
+- **`capex` walks `PaymentsToAcquireProductiveAssets` and `interest_expense` walks `InterestExpenseNonoperating`** ([#125](https://github.com/cyanheads/secedgar-mcp-server/issues/125)) — both behind the existing tags, so they fill only frames those leave empty. A line's `concept` / `tag`, `label`, and `unit` now describe the tag behind its newest value.
+- **`secedgar_company_analysis` routes the financial profile through `secedgar_get_snapshot` and the peer step through `secedgar_compare_companies`** ([#129](https://github.com/cyanheads/secedgar-mcp-server/issues/129)); `secedgar://concepts` and `secedgar_search_concepts` name all three tools that take a friendly name.
+- **`secedgar_compare_companies` compares inputs naming the same concept once** ([#145](https://github.com/cyanheads/secedgar-mcp-server/issues/145)) — `revenue` and `Revenue` merge under the first spelling with a caveat; a friendly name and a raw tag it maps to stay separate.
+
+## Fixed
+
+- **A frame held by a Schedule 14A/14C proxy statement resolves to the filer's own report of the period** ([#123](https://github.com/cyanheads/secedgar-mcp-server/issues/123)) — the pay-versus-performance `NetIncomeLoss` no longer replaces the 10-K value. Live `secedgar_fetch_frames` responses carry a caveat on annual `NetIncomeLoss`; mirror-served frames apply the rule.
+- **An annual frame held by a 10-Q's trailing-twelve-month figure leaves the annual series** ([#142](https://github.com/cyanheads/secedgar-mcp-server/issues/142)) — replaced by the 10-K fact when one exists, else kept only when the series marks it a closed fiscal year. Live `secedgar_fetch_frames` caveats annual frames through April of the following year.
+- **A companyconcept unit served as an empty object no longer fails `secedgar_get_financials`** ([#141](https://github.com/cyanheads/secedgar-mcp-server/issues/141)) — non-array units are dropped at the service edge and the tag is answered from companyfacts.
+- **`secedgar_compare_companies` names a company whose values all predate the inline window** ([#144](https://github.com/cyanheads/secedgar-mcp-server/issues/144)) — one caveat per concept with each company's newest period; `gaps` still means no value in any period.
+- **Mirror reads no longer print a raw tag as its label** when SEC served none (`InterestExpenseNonoperating`), and `secedgar_fetch_frames` treats SEC's bare `-` `loc` as no location.
+
+## Dependencies
+
+- `@socketsecurity/bun-security-scanner` ^1.1.2 → ^1.1.3 (dev)

package/dist/config/server-config.d.ts.map

@@ -1 +1 @@
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package/dist/config/server-config.js

@@ -26,7 +26,7 @@ const ServerConfigSchema = z.object({
         .int()
         .min(60)
         .default(3600)
-        .describe('Seconds to cache company_tickers.json'),
+        .describe('Seconds to cache the ticker index (company_tickers.json + company_tickers_mf.json). A failed fund-file load is retried after 60 seconds, or the rate-limit cool-down, instead of standing for this long.'),
     datasetTtlSeconds: z.coerce
         .number()
         .int()

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package/dist/mcp-server/prompts/definitions/company-analysis.prompt.js

@@ -23,7 +23,7 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
         const wantsBlockholders = /blockholder|activist|beneficial|13[\s-]?[dg]|stake|ownership/.test(focus);
         const steps = [
             '**Company Identification** — Use `secedgar_company_search` to resolve the company and review recent filings.',
-            '**Financial Trends** — Use `secedgar_get_financials` to pull key metrics (revenue, net_income, eps_diluted, assets, debt, operating_cash_flow) and identify trends over the last 3-5 years.',
+            '**Financial Trends** — Use `secedgar_get_snapshot` for the latest value of every supported concept in one call, then `secedgar_get_financials` for the 3-5 year trend of the lines that matter most (for example revenue, net_income, eps_diluted, debt, operating_cash_flow).',
             '**Recent Filings Review** — Use `secedgar_get_filing` to read the most recent 10-K or 10-Q for qualitative insights (risk factors, MD&A, business overview).',
             '**Material Events** — Use `secedgar_get_material_events` to surface recent 8-K filings with their item codes decoded, narrowing to the events that matter (`items: ["1.01"]` for material agreements, `["2.02"]` for results, `["5.02"]` for officer changes, `["4.02"]` for non-reliance).',
         ];
@@ -36,7 +36,7 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
         if (wantsBlockholders) {
             steps.push("**Blockholders** — Use `secedgar_get_beneficial_owners` for the 5%-and-over stakes, reading each reporting person separately (percent of class is per person, so joint filers do not sum). A 13D carries the holder's stated purpose of the transaction; a 13G is the passive form and has none. Structured coverage starts 2024-12-18 — the response counts the earlier text filings, which `secedgar_search_filings` finds and `secedgar_get_filing` reads.");
         }
-        steps.push('**Industry Context** — Use `secedgar_fetch_frames` to compare key metrics against peers.');
+        steps.push('**Industry Context** — Choose a few comparable companies and use `secedgar_compare_companies` with this company and those peers as `companies` (2-10 in all) and the key metrics as `concepts` (up to 8), aligned on calendar periods. To see where one metric ranks across every reporting company in a single period, use `secedgar_fetch_frames`.');
         const findings = [
             '- **Company Overview** — entity details, industry, fiscal year',
             '- **Financial Summary** — key metrics table with trends',

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@@ -1 +1 @@
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+{"version":3,"file":"company-analysis.prompt.js","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,MAAM,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,MAAM,CAAC,MAAM,qBAAqB,GAAG,MAAM,CAAC,2BAA2B,EAAE;IACvE,WAAW,EAAE,mKAAmK;IAEhL,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC;QACb,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACtF,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,8HAA8H,CAC/H;KACJ,CAAC;IAEF,QAAQ,EAAE,CAAC,IAAI,EAAE,EAAE;QACjB,oFAAoF;QACpF,qFAAqF;QACrF,sFAAsF;QACtF,kEAAkE;QAClE,MAAM,KAAK,GAAG,CAAC,IAAI,CAAC,WAAW,IAAI,EAAE,CAAC,CAAC,WAAW,EAAE,CAAC;QACrD,MAAM,YAAY,GAAG,0CAA0C,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC5E,MAAM,kBAAkB,GAAG,mCAAmC,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;QAC3E,MAAM,iBAAiB,GAAG,8DAA8D,CAAC,IAAI,CAC3F,KAAK,CACN,CAAC;QAEF,MAAM,KAAK,GAAa;YACtB,8GAA8G;YAC9G,gRAAgR;YAChR,8JAA8J;YAC9J,6RAA6R;SAC9R,CAAC;QACF,IAAI,YAAY,EAAE,CAAC;YACjB,KAAK,CAAC,IAAI,CACR,oVAAoV,CACrV,CAAC;QACJ,CAAC;QACD,IAAI,kBAAkB,EAAE,CAAC;YACvB,KAAK,CAAC,IAAI,CACR,kTAAkT,CACnT,CAAC;QACJ,CAAC;QACD,IAAI,iBAAiB,EAAE,CAAC;YACtB,KAAK,CAAC,IAAI,CACR,+bAA+b,CAChc,CAAC;QACJ,CAAC;QACD,KAAK,CAAC,IAAI,CACR,sVAAsV,CACvV,CAAC;QAEF,MAAM,QAAQ,GAAa;YACzB,gEAAgE;YAChE,yDAAyD;YACzD,yDAAyD;YACzD,kEAAkE;SACnE,CAAC;QACF,IAAI,YAAY,IAAI,kBAAkB,IAAI,iBAAiB,EAAE,CAAC;YAC5D,QAAQ,CAAC,IAAI,CACX,gHAAgH,CACjH,CAAC;QACJ,CAAC;QACD,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAClF,QAAQ,CAAC,IAAI,CAAC,kEAAkE,CAAC,CAAC;QAElF,OAAO;YACL;gBACE,IAAI,EAAE,MAAM;gBACZ,OAAO,EAAE;oBACP,IAAI,EAAE,MAAM;oBACZ,IAAI,EAAE;wBACJ,iCAAiC,IAAI,CAAC,OAAO,KAAK,IAAI,CAAC,WAAW,CAAC,CAAC,CAAC,qBAAqB,IAAI,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,GAAG;wBACpH,EAAE;wBACF,kCAAkC;wBAClC,EAAE;wBACF,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,GAAG,CAAC,KAAK,IAAI,EAAE,CAAC;wBAC9C,EAAE;wBACF,sBAAsB;wBACtB,GAAG,QAAQ;qBACZ,CAAC,IAAI,CAAC,IAAI,CAAC;iBACb;aACF;SACF,CAAC;IACJ,CAAC;CACF,CAAC,CAAC"}

package/dist/mcp-server/resources/definitions/concepts.resource.d.ts

@@ -1,6 +1,7 @@
 /**
  * @fileoverview Reference list of common XBRL financial concepts grouped by financial statement.
- * The "menu" an agent reads before calling secedgar_get_financials.
+ * The "menu" an agent reads before calling secedgar_get_financials, secedgar_compare_companies,
+ * or secedgar_fetch_frames — the three tools that take a friendly name as concept input.
  * @module mcp-server/resources/definitions/concepts
  */
 export declare const conceptsResource: import("@cyanheads/mcp-ts-core").ResourceDefinition<import("zod").ZodObject<Readonly<{

package/dist/mcp-server/resources/definitions/concepts.resource.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDA6D3B,CAAC"}
+{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAeH,eAAO,MAAM,gBAAgB;;wDA6D3B,CAAC"}

package/dist/mcp-server/resources/definitions/concepts.resource.js

@@ -1,6 +1,7 @@
 /**
  * @fileoverview Reference list of common XBRL financial concepts grouped by financial statement.
- * The "menu" an agent reads before calling secedgar_get_financials.
+ * The "menu" an agent reads before calling secedgar_get_financials, secedgar_compare_companies,
+ * or secedgar_fetch_frames — the three tools that take a friendly name as concept input.
  * @module mcp-server/resources/definitions/concepts
  */
 import { resource } from '@cyanheads/mcp-ts-core';
@@ -14,7 +15,7 @@ const GROUP_LABELS = {
 };
 export const conceptsResource = resource('secedgar://concepts', {
     name: 'XBRL Financial Concepts',
-    description: 'Reference list of common XBRL financial concepts grouped by financial statement, mapping friendly names accepted by secedgar_get_financials and secedgar_fetch_frames to their XBRL tags.',
+    description: 'Reference list of common XBRL financial concepts grouped by financial statement, mapping friendly names accepted by secedgar_get_financials, secedgar_compare_companies, and secedgar_fetch_frames to their XBRL tags.',
     mimeType: 'text/markdown',
     handler(_params, _ctx) {
         const groups = new Map();
@@ -24,8 +25,8 @@ export const conceptsResource = resource('secedgar://concepts', {
             groups.set(entry.group, list);
         }
         const lines = ['# XBRL Financial Concepts', ''];
-        lines.push('Use these friendly names with `secedgar_get_financials` and `secedgar_fetch_frames`.', '');
-        lines.push('Raw XBRL tags are also accepted as an escape hatch for concepts not listed here.', '');
+        lines.push('Use these friendly names with `secedgar_get_financials`, `secedgar_compare_companies`, and `secedgar_fetch_frames`.', '');
+        lines.push('Raw XBRL tags (UpperCamelCase element names such as `NetIncomeLoss`) are also accepted as an escape hatch for concepts not listed here.', '');
         for (const [group, items] of groups) {
             if (items.length === 0)
                 continue;

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

@@ -1 +1 @@
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+{"version":3,"file":"concepts.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAElD,OAAO,EAAE,YAAY,EAAE,MAAM,iCAAiC,CAAC;AAG/D,MAAM,YAAY,GAAiC;IACjD,gBAAgB,EAAE,kBAAkB;IACpC,aAAa,EAAE,eAAe;IAC9B,SAAS,EAAE,WAAW;IACtB,SAAS,EAAE,WAAW;IACtB,WAAW,EAAE,aAAa;CAC3B,CAAC;AAEF,MAAM,CAAC,MAAM,gBAAgB,GAAG,QAAQ,CAAC,qBAAqB,EAAE;IAC9D,IAAI,EAAE,yBAAyB;IAC/B,WAAW,EACT,wNAAwN;IAC1N,QAAQ,EAAE,eAAe;IAEzB,OAAO,CAAC,OAAO,EAAE,IAAI;QACnB,MAAM,MAAM,GAAG,IAAI,GAAG,EAAgC,CAAC;QACvD,KAAK,MAAM,KAAK,IAAI,YAAY,EAAE,EAAE,CAAC;YACnC,MAAM,IAAI,GAAG,MAAM,CAAC,GAAG,CAAC,KAAK,CAAC,KAAK,CAAC,IAAI,EAAE,CAAC;YAC3C,IAAI,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACjB,MAAM,CAAC,GAAG,CAAC,KAAK,CAAC,KAAK,EAAE,IAAI,CAAC,CAAC;QAChC,CAAC;QAED,MAAM,KAAK,GAAa,CAAC,2BAA2B,EAAE,EAAE,CAAC,CAAC;QAC1D,KAAK,CAAC,IAAI,CACR,qHAAqH,EACrH,EAAE,CACH,CAAC;QACF,KAAK,CAAC,IAAI,CACR,yIAAyI,EACzI,EAAE,CACH,CAAC;QAEF,KAAK,MAAM,CAAC,KAAK,EAAE,KAAK,CAAC,IAAI,MAAM,EAAE,CAAC;YACpC,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC;gBAAE,SAAS;YACjC,KAAK,CAAC,IAAI,CAAC,MAAM,YAAY,CAAC,KAAK,CAAC,EAAE,EAAE,EAAE,CAAC,CAAC;YAC5C,KAAK,CAAC,IAAI,CAAC,yDAAyD,CAAC,CAAC;YACtE,KAAK,CAAC,IAAI,CAAC,iDAAiD,CAAC,CAAC;YAC9D,KAAK,MAAM,IAAI,IAAI,KAAK,EAAE,CAAC;gBACzB,MAAM,OAAO,GAAG,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;gBAC5D,sEAAsE;gBACtE,+DAA+D;gBAC/D,MAAM,QAAQ,GAAG,IAAI,CAAC,QAAQ,EAAE,MAAM;oBACpC,CAAC,CAAC,oBAAoB,IAAI,CAAC,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE;oBACvE,CAAC,CAAC,EAAE,CAAC;gBACP,MAAM,OAAO,GAAG,IAAI,CAAC,WAAW,EAAE,MAAM;oBACtC,CAAC,CAAC,uDAAuD,IAAI,CAAC,WAAW;yBACpE,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,CAAC,GAAG,OAAO,CAAC,CAAC,IAAI,GAAG,CAAC;yBACtC,IAAI,CAAC,IAAI,CAAC,EAAE;oBACjB,CAAC,CAAC,EAAE,CAAC;gBACP,KAAK,CAAC,IAAI,CACR,OAAO,IAAI,CAAC,IAAI,QAAQ,IAAI,CAAC,KAAK,MAAM,OAAO,GAAG,QAAQ,GAAG,OAAO,MAAM,IAAI,CAAC,QAAQ,MAAM,IAAI,CAAC,IAAI,IAAI,CAC3G,CAAC;YACJ,CAAC;YACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACjB,CAAC;QAED,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,qBAAqB;gBAC1B,IAAI,EAAE,yBAAyB;gBAC/B,WAAW,EAAE,4DAA4D;gBACzE,QAAQ,EAAE,eAAe;aAC1B;SACF;KACF,CAAC;CACH,CAAC,CAAC"}

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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAqb5B,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;AA2C3E,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAgb5B,CAAC"}

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

@@ -6,14 +6,8 @@
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode, McpError } from '@cyanheads/mcp-ts-core/errors';
 import { dataframeGuidance, getCanvasBridge, toDatasetField, } from '../../../services/canvas-bridge/canvas-bridge.js';
-import { getEdgarApiService, selectArchivePages, suggestCompanies, } from '../../../services/edgar/edgar-api-service.js';
-/**
- * Cap on submissions archive pages fetched in one call — bounds latency and the
- * rate-limited request budget for prolific multi-decade filers. Hitting the cap
- * sets the dataframe's `truncated` flag (#78). Most filers have 0–3 archive pages,
- * so the cap rarely binds.
- */
-const ARCHIVE_PAGE_SCAN_CAP = 10;
+import { getEdgarApiService, suggestCompanies } from '../../../services/edgar/edgar-api-service.js';
+import { SubmissionsArchiveWalk } from '../../../services/edgar/submissions-archive.js';
 /** Format SEC's MMDD fiscal year end string as MM-DD (e.g., "0926" → "09-26"). */
 function formatFiscalYearEnd(raw) {
     if (/^\d{4}$/.test(raw)) {
@@ -106,7 +100,7 @@ export const companySearchTool = tool('secedgar_company_search', {
                 .describe('YYYY-MM-DD'),
         ])
             .optional()
-            .describe("Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the ~1000-filing recent window (e.g. a company's 2005 10-K)."),
+            .describe("Only include filings filed on or after this date (YYYY-MM-DD). A date filter routes the scan into the older submissions archive pages, so it reaches filings that predate the recent window — the last year or 1,000 filings, whichever holds more (e.g. a company's 2005 10-K)."),
         filed_before: z
             .union([
             z.literal(''),
@@ -177,7 +171,7 @@ export const companySearchTool = tool('secedgar_company_search', {
         history_scanned_through: z
             .string()
             .optional()
-            .describe('Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window caps at ~1000 filings, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned.'),
+            .describe('Oldest filing date reached by the scan (YYYY-MM-DD). Filings older than this were not examined: the recent window holds the last year or 1,000 filings, whichever is more, and older filings live in archive pages fetched only when a date filter or an under-filled form filter requires them. Absent when no filings were scanned.'),
         dataset: z
             .object({
             name: z
@@ -265,27 +259,18 @@ export const companySearchTool = tool('secedgar_company_search', {
                 (!filedBefore || f.filing_date <= filedBefore);
             const recentRows = zipFilings(submissions.filings.recent);
             const recentMatched = recentRows.filter(matches);
-            // Oldest date scanned so far — the recent window's tail (newest-first, so last).
-            historyScannedThrough = recentRows.at(-1)?.filing_date;
             // Walk the older archive pages when the caller targets a date range (which may
             // predate the recent window) or when a form filter under-fills that window (#78).
-            const files = submissions.filings.files;
             const underFill = Boolean(formTypes) && recentMatched.length < input.filing_limit;
             const bridge = getCanvasBridge();
             const archiveMatched = [];
-            let scannedBeyondRecent = false;
-            let archiveTruncated = false;
-            if (files.length > 0 && (hasDateFilter || underFill)) {
-                const pages = selectArchivePages(files, filedAfter, filedBefore);
-                const pageLimit = Math.min(pages.length, ARCHIVE_PAGE_SCAN_CAP);
-                archiveTruncated = pages.length > pageLimit;
-                for (let i = 0; i < pageLimit; i++) {
-                    const page = pages[i];
-                    if (!page)
-                        break;
-                    const block = await api.fetchArchivePage(page.name);
-                    scannedBeyondRecent = true;
-                    historyScannedThrough = page.filingFrom;
+            const walk = new SubmissionsArchiveWalk(api, submissions, {
+                filedAfter,
+                filedBefore,
+                order: 'newest-first',
+            });
+            if (hasDateFilter || underFill) {
+                for await (const { block } of walk) {
                     archiveMatched.push(...zipFilings(block).filter(matches));
                     // Under-fill fallback with no canvas: stop once the inline limit is filled —
                     // there is no dataframe to complete, so deeper pages aren't worth fetching.
@@ -297,6 +282,10 @@ export const companySearchTool = tool('secedgar_company_search', {
                     }
                 }
             }
+            const scannedBeyondRecent = walk.pagesRead > 0;
+            // Oldest date reached — the deepest archive page read, else the recent window's tail.
+            historyScannedThrough = walk.scannedThrough ?? recentRows.at(-1)?.filing_date;
+            const archiveTruncated = walk.truncated;
             const fullMatched = [...recentMatched, ...archiveMatched].sort((a, b) => b.filing_date.localeCompare(a.filing_date));
             totalFilings = fullMatched.length;
             filings = fullMatched.slice(0, input.filing_limit);

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

@@ -65,6 +65,11 @@ export declare const compareCompaniesTool: import("@cyanheads/mcp-ts-core").Tool
         concept: z.ZodString;
         tags_tried: z.ZodArray<z.ZodString>;
     }, z.core.$strip>>;
+    unknown_concepts: z.ZodArray<z.ZodObject<{
+        concept: z.ZodString;
+        derivation: z.ZodOptional<z.ZodString>;
+        suggestions: z.ZodArray<z.ZodString>;
+    }, z.core.$strip>>;
     caveats: z.ZodArray<z.ZodString>;
     dataset: z.ZodOptional<z.ZodObject<{
         name: z.ZodString;
@@ -81,6 +86,11 @@ 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: "unknown_concept";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "Every requested concept is neither a supported friendly name nor shaped like an XBRL tag, so no request is sent";
+    readonly recovery: "Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.";
 }, {
     readonly reason: "rate_limited";
     readonly code: JsonRpcErrorCode.RateLimited;

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

@@ -1 +1 @@
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+{"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;AAkFjE,eAAO,MAAM,oBAAoB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAsrB/B,CAAC"}