@cyanheads/secedgar-mcp-server 0.15.7 → 0.15.9

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

@@ -6,8 +6,8 @@
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { dataframeGuidance, getCanvasBridge, toDatasetField, } from '../../../services/canvas-bridge/canvas-bridge.js';
-import { resolveConceptTarget } from '../../../services/edgar/concept-map.js';
-import { matchesPeriodType, preferredTagIndex, resolveFrameSeries, seriesStalenessCaveats, } from '../../../services/edgar/concept-series.js';
+import { describeUnknownConcepts, findUnknownConcept, resolveConceptTarget, } from '../../../services/edgar/concept-map.js';
+import { describingTag, matchesPeriodType, resolveFrameSeries, seriesStalenessCaveats, } from '../../../services/edgar/concept-series.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { missingQuarterCaveats } from '../../../services/edgar/fiscal-periods.js';
 export const getFinancialsTool = tool('secedgar_get_financials', {
@@ -39,6 +39,12 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             when: 'The company input resolves to multiple entities and the target is ambiguous',
             recovery: 'Use a ticker symbol or 10-digit CIK from the matches list for an exact match.',
         },
+        {
+            reason: 'unknown_concept',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'The concept input is neither a supported friendly name nor shaped like an XBRL tag, so no request is sent',
+            recovery: 'Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.',
+        },
         {
             reason: 'no_concept_data',
             code: JsonRpcErrorCode.NotFound,
@@ -96,13 +102,17 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
     output: z.object({
         company: z.string().describe('Resolved entity name (SEC-conformed).'),
         cik: z.string().describe('Resolved CIK, zero-padded to 10 digits.'),
-        concept: z.string().describe('XBRL tag name used.'),
-        label: z.string().describe('Human-readable label for the concept.'),
+        concept: z
+            .string()
+            .describe('XBRL tag behind the newest value. A friendly name can walk several tags, so each row names its own.'),
+        label: z.string().describe('Human-readable taxonomy label of the concept tag.'),
         description: z
             .string()
             .optional()
-            .describe('XBRL taxonomy description for this concept. Often absent for company-extension tags or older concepts.'),
-        unit: z.string().describe('Unit of measure (e.g., "USD", "shares", "USD/shares").'),
+            .describe('XBRL taxonomy description of the concept tag. Often absent for company-extension tags or older concepts.'),
+        unit: z
+            .string()
+            .describe('Unit of measure of the newest value (e.g., "USD", "shares", "USD/shares").'),
         data: z
             .array(z
             .object({
@@ -126,9 +136,12 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             accession_number: z
                 .string()
                 .describe('Source filing accession number for secedgar_get_filing.'),
+            tag: z
+                .string()
+                .describe('XBRL tag this value was reported under — differs from concept when an older or successor tag in the friendly name answers this period.'),
         })
-            .describe('One reported value with its period, fiscal context, and source filing.'))
-            .describe('Deduplicated time series, newest first.'),
+            .describe('One reported value with its period, fiscal context, source filing, and source tag.'))
+            .describe("Deduplicated time series, newest first — one value per calendar period. Where SEC's period frame sits on a proxy statement's figure (the pay-versus-performance table re-tags net income), the value comes from the filer's own report of the same period; an annual period SEC framed on a 10-Q's trailing-twelve-month figure is left out, since the filer has not closed that year."),
         tags_tried: z
             .array(z.string())
             .optional()
@@ -149,6 +162,21 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             .describe("Data-completeness warnings about the returned series. Two kinds. On quarterly results, one entry when one or two calendar quarters are absent from every recent qualifying year — SEC reports a filer's fiscal Q4 as the 10-K residual rather than a discrete quarterly fact, so the calendar quarter fiscal Q4 spans has no frame-tagged value, and a filer whose other fiscal quarters span non-calendar durations loses a second quarter the same way. Applies to calendar-year filers (no discrete Q4) as much as to off-calendar ones. On any result, one entry when the series stops well short of today — either because the concept resolved to an XBRL tag SEC has retired from the taxonomy (the current tags reported nothing), or because a current tag's series ends more than two years plus a filing window back, which is what a filer migrating to a different element or dropping the disclosure looks like. Absent when the series has nothing to flag."),
     }),
     async handler(input, ctx) {
+        /**
+         * A name that is neither a catalog entry nor tag-shaped can match nothing
+         * SEC holds, so it fails here — before company resolution, and before the
+         * tag is interpolated into a request path (#128).
+         */
+        const unknown = findUnknownConcept(input.concept);
+        if (unknown) {
+            const { message, hint } = describeUnknownConcepts([unknown]);
+            throw ctx.fail('unknown_concept', message, {
+                recovery: { hint },
+                concept: unknown.concept,
+                suggestions: unknown.suggestions,
+                ...(unknown.derivation ? { derivation: unknown.derivation } : {}),
+            });
+        }
         const api = getEdgarApiService();
         // Resolve company to CIK
         const resolved = await api.resolveCik(input.company);
@@ -184,52 +212,95 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         // Resolve concept to taxonomy + XBRL tag(s). The mapping's own taxonomy wins
         // over the `us-gaap` default (e.g. `dei` for shares_outstanding); ifrs-full
         // uses the confirmed IFRS variants when the mapping has them.
-        const { label, tagSelection, tags, taxonomy, unit: mappedUnit, } = resolveConceptTarget(input.concept, input.taxonomy);
+        const { label, tagSelection, tags, taxonomy } = resolveConceptTarget(input.concept, input.taxonomy);
         // Default to "annual" for unset period_type; post-fetch fallback handles instant concepts (#48).
         const effectivePeriodType = input.period_type ?? 'annual';
         // Try each tag until we get data. `tryGetCompanyConcept` returns null for 404
         // (tag not reported by this company); other errors propagate.
-        /** Responding tags keyed by array position, in declared order. */
+        /** Taxonomy metadata of every tag that carried values, keyed by tag. */
         const responses = new Map();
         const tagsTried = [];
         /**
-         * Each unit is augmented with its source-tag index so the frame dedup can
-         * resolve collisions by tag priority (#44). Index 0 = preferred total.
+         * Each value is augmented with its source tag, the tag's array position, and
+         * its unit key: the position resolves collisions by tag priority (#44, index
+         * 0 = preferred total), the tag and unit key are the value's provenance and
+         * scope the proxy-frame swap (#123, #125).
          */
         const allUnits = [];
+        const collect = (tag, tagIndex, units, meta) => {
+            responses.set(tag, meta);
+            for (const [unit, values] of Object.entries(units)) {
+                for (const value of values)
+                    allUnits.push({ ...value, tag, tagIndex, unit });
+            }
+        };
+        /**
+         * Tags whose companyconcept payload named the tag but carried no values. SEC
+         * serves some filers' units as an object where an array belongs, and the
+         * service edge drops those; a well-formed payload always carries a unit, since
+         * SEC answers an unreported tag with a 404 (#141).
+         */
+        const servedEmpty = [];
         for (const [tagIndex, tag] of tags.entries()) {
             tagsTried.push(tag);
             const resp = await api.tryGetCompanyConcept(match.cik, taxonomy, tag);
             if (!resp)
                 continue;
-            responses.set(tagIndex, {
-                units: resp.units,
+            if (Object.keys(resp.units).length === 0) {
+                servedEmpty.push({ tag, tagIndex });
+                continue;
+            }
+            collect(tag, tagIndex, resp.units, {
                 label: resp.label,
                 description: resp.description ?? undefined,
-                tag: resp.tag,
             });
-            for (const units of Object.values(resp.units)) {
-                for (const u of units) {
-                    allUnits.push({ ...u, tagIndex });
-                }
+        }
+        /**
+         * The filer's companyfacts payload, read at most once: it answers every tag
+         * companyconcept served empty — the same filer's companyfacts carries those
+         * facts well-formed — and backs the no-data probe below. `undefined` until read.
+         */
+        let facts;
+        if (servedEmpty.length > 0) {
+            facts = await api.tryGetCompanyFacts(match.cik);
+            const namespace = facts?.facts[taxonomy];
+            for (const { tag, tagIndex } of servedEmpty) {
+                const concept = namespace?.[tag];
+                if (!concept)
+                    continue;
+                // An absent label falls back to the concept's own at the return below.
+                collect(tag, tagIndex, concept.units, {
+                    label: concept.label ?? '',
+                    description: concept.description,
+                });
             }
         }
         /**
-         * The concept is described by the tag that won for this filer, which under a
-         * `coverage` selection is not the first one to respond (#101).
+         * Collapse to one value per standard calendar period — frame-bearing entries
+         * only, a proxy-held frame answered by the filer's reporting-form fact,
+         * same-frame collisions resolved by tag priority then latest `filed` (#44,
+         * #123). An empty map means the concept exists but has no frame-aligned entries.
          */
-        const winningTagIndex = preferredTagIndex(allUnits, tagSelection);
-        const conceptResponse = winningTagIndex !== undefined ? responses.get(winningTagIndex) : undefined;
-        if (!conceptResponse || allUnits.length === 0) {
+        const byFrameClean = resolveFrameSeries(allUnits, tagSelection);
+        /**
+         * The concept is described by the tag behind its newest value: a successor
+         * behind an older leader answers the recent frames (#125), and under a
+         * `coverage` selection only the winner contributes at all (#101).
+         */
+        const conceptTag = describingTag([...byFrameClean.values()], allUnits, tagSelection);
+        const conceptResponse = conceptTag !== undefined ? responses.get(conceptTag) : undefined;
+        if (conceptTag === undefined || !conceptResponse) {
             // Probe companyfacts to discover what namespaces and tags this filer actually reports.
             // Only on the error path — one extra request, never on the happy path.
-            const facts = await api.tryGetCompanyFacts(match.cik);
+            if (facts === undefined)
+                facts = await api.tryGetCompanyFacts(match.cik);
             const availableNamespaces = facts ? Object.keys(facts.facts) : [];
             let hint;
             if (facts && availableNamespaces.length > 0) {
+                const { facts: namespaces } = facts;
                 const namespaceSummary = availableNamespaces
                     .map((ns) => {
-                    const nsTags = Object.keys(facts.facts[ns] ?? {});
+                    const nsTags = Object.keys(namespaces[ns] ?? {});
                     const searchTerm = tagsTried[0]?.toLowerCase().replace(/_/g, '') ?? '';
                     // Surface a few matching tags when the requested concept overlaps with this namespace
                     const matchingTags = searchTerm
@@ -257,15 +328,16 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             });
         }
         /**
-         * Collapse to one value per standard calendar period — frame-bearing entries
-         * only, same-frame collisions resolved by tag priority then latest `filed`
-         * (#44). An empty map means the concept exists but has no frame-aligned entries.
+         * Read from the full deduped set, not the period-filtered slice: an annual
+         * view that stops a year behind a still-current quarterly series is a
+         * property of the filter, not of the concept. Undefined exactly when no
+         * value carried a frame.
          */
-        const byFrameClean = resolveFrameSeries(allUnits, tagSelection);
-        if (byFrameClean.size === 0) {
-            throw ctx.fail('no_frame_data', `'${conceptResponse.tag}' exists for this company but has no standard-period data.`, {
+        const newestFramed = [...byFrameClean.values()].reduce((newest, unit) => (!newest || unit.end > newest.end ? unit : newest), undefined);
+        if (!newestFramed) {
+            throw ctx.fail('no_frame_data', `'${conceptTag}' exists for this company but has no standard-period data.`, {
                 ...ctx.recoveryFor('no_frame_data'),
-                tag: conceptResponse.tag,
+                tag: conceptTag,
             });
         }
         // Filter by period type using frame pattern (fp reflects the filing, not the data point)
@@ -292,21 +364,15 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                     : effectivePeriodType === 'annual'
                         ? 'No annual data found — try period_type: "quarterly" or "all".'
                         : 'No quarterly data found — try period_type: "annual" or "all".';
-                throw ctx.fail('no_period_data', `No ${effectivePeriodType} data for '${conceptResponse.tag}'.`, {
+                throw ctx.fail('no_period_data', `No ${effectivePeriodType} data for '${conceptTag}'.`, {
                     recovery: { hint },
-                    tag: conceptResponse.tag,
+                    tag: conceptTag,
                     period_type: effectivePeriodType,
                 });
             }
         }
         // Sort newest first
         filtered.sort((a, b) => b.end.localeCompare(a.end));
-        /**
-         * Read from the full deduped set, not the period-filtered slice: an annual
-         * view that stops a year behind a still-current quarterly series is a
-         * property of the filter, not of the concept.
-         */
-        const newestFramed = [...byFrameClean.values()].reduce((newest, unit) => (!newest || unit.end > newest.end ? unit : newest), undefined);
         /**
          * Off-calendar filers lose a whole calendar quarter from the frame-tagged
          * series — SEC reports fiscal Q4 as the 10-K residual, never as a discrete
@@ -326,13 +392,13 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
              * today is the signal — one companyconcept payload is all this tool reads,
              * and it holds no filer-wide period to compare against (#102).
              */
-            ...seriesStalenessCaveats(conceptResponse.tag, conceptResponse.label, newestFramed, {
+            ...seriesStalenessCaveats(conceptTag, conceptResponse.label, newestFramed, {
                 date: new Date().toISOString().slice(0, 10),
                 kind: 'current-date',
             }),
         ];
-        // Determine unit string
-        const unitKey = Object.keys(conceptResponse.units)[0] ?? mappedUnit ?? 'USD';
+        /** The newest value's unit key, alongside its tag describing the line. */
+        const unitKey = newestFramed.unit;
         const data = filtered.map((u) => ({
             period: u.frame,
             value: u.val,
@@ -343,28 +409,30 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             form: u.form,
             filed: u.filed,
             accession_number: u.accn,
+            tag: u.tag,
         }));
         let dataset;
         const bridge = getCanvasBridge();
         if (bridge && data.length > 0) {
-            const rows = data.map((d) => ({
+            const rows = filtered.map((u) => ({
                 cik: match.cik,
                 entity_name: match.name ?? null,
-                concept: conceptResponse.tag,
+                concept: conceptTag,
+                tag: u.tag,
                 taxonomy,
-                unit: unitKey,
-                period: d.period,
-                value: d.value,
-                period_start: d.start ?? null,
-                period_end: d.end,
+                unit: u.unit,
+                period: u.frame,
+                value: u.val,
+                period_start: u.start || null,
+                period_end: u.end,
                 // Named for what they are — the SOURCE FILING's fy/fp, not the data
                 // period. Bare fiscal_year/fiscal_period invited ORDER BY/GROUP BY
                 // against the wrong key; period_end is the time key (#72).
-                source_filing_fy: d.fiscal_year,
-                source_filing_fp: d.fiscal_period,
-                form: d.form,
-                filed: d.filed,
-                accession_number: d.accession_number,
+                source_filing_fy: u.fy,
+                source_filing_fp: u.fp,
+                form: u.form,
+                filed: u.filed,
+                accession_number: u.accn,
             }));
             const registered = await bridge.registerDataframe(ctx, {
                 rows,
@@ -372,7 +440,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 queryParams: {
                     company: input.company,
                     cik: match.cik,
-                    concept: conceptResponse.tag,
+                    concept: conceptTag,
                     taxonomy,
                     period_type: resolvedPeriodType,
                 },
@@ -395,14 +463,14 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         }
         ctx.log.info('Financials retrieved', {
             company: match.cik,
-            concept: conceptResponse.tag,
+            concept: conceptTag,
             dataPoints: data.length,
             datasetName: dataset?.name,
         });
         return {
             company: match.name || input.company,
             cik: match.cik,
-            concept: conceptResponse.tag,
+            concept: conceptTag,
             label: conceptResponse.label || label,
             description: conceptResponse.description || undefined,
             unit: unitKey,
@@ -434,7 +502,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             const filingCtx = fiscalCtx
                 ? `${d.form} (${fiscalCtx}) filed ${d.filed} [${d.accession_number}]`
                 : `${d.form} filed ${d.filed} [${d.accession_number}]`;
-            lines.push(`${d.period}: ${formatted} (raw ${d.value}) | ${range} | ${filingCtx}`);
+            // Rows from the concept tag carry it in the header line above.
+            const tagCtx = d.tag === result.concept ? '' : ` | tag ${d.tag}`;
+            lines.push(`${d.period}: ${formatted} (raw ${d.value}) | ${range} | ${filingCtx}${tagCtx}`);
         }
         if (result.dataset) {
             const sliceNote = result.dataset.row_count > result.data.length

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

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts

@@ -13,6 +13,8 @@ export declare const getInsiderTransactionsTool: import("@cyanheads/mcp-ts-core"
         sale: "sale";
     }>>;
     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]>>;
 }, z.core.$strip>, z.ZodObject<{
     issuer_name: z.ZodString;
     issuer_cik: z.ZodString;
@@ -42,6 +44,7 @@ export declare const getInsiderTransactionsTool: import("@cyanheads/mcp-ts-core"
         ownership_nature: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>;
     filings_scanned: z.ZodNumber;
+    history_scanned_through: z.ZodOptional<z.ZodString>;
     dataset: z.ZodOptional<z.ZodObject<{
         name: z.ZodString;
         row_count: z.ZodNumber;
@@ -56,8 +59,8 @@ export declare const getInsiderTransactionsTool: import("@cyanheads/mcp-ts-core"
 }, {
     readonly reason: "no_filings_found";
     readonly code: JsonRpcErrorCode.NotFound;
-    readonly when: "No Form 4 filings exist for this company in the recent submissions window";
-    readonly recovery: "Use secedgar_search_filings with forms=[\"4\"] for broader historical coverage.";
+    readonly when: "A call without a date window finds no Form 4 filings in the recent submissions window";
+    readonly recovery: "Pass filed_after / filed_before to read an older period, or use secedgar_search_filings with forms=[\"4\"] to find the filings.";
 }, {
     readonly reason: "rate_limited";
     readonly code: JsonRpcErrorCode.RateLimited;

package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"get-insider-transactions.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-insider-transactions.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAY,MAAM,+BAA+B,CAAC;AAqF3E,eAAO,MAAM,0BAA0B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA2jBrC,CAAC"}