@cyanheads/secedgar-mcp-server 0.2.0 → 0.4.0
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.
- package/README.md +1 -1
- package/dist/mcp-server/tools/definitions/company-search.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/company-search.tool.js +5 -3
- package/dist/mcp-server/tools/definitions/company-search.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/compare-metric.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/compare-metric.tool.js +7 -4
- package/dist/mcp-server/tools/definitions/compare-metric.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.js +9 -5
- package/dist/mcp-server/tools/definitions/get-filing.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.js +9 -4
- package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js +5 -3
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.js +22 -5
- package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
- package/dist/services/edgar/edgar-api-service.d.ts +5 -2
- package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
- package/dist/services/edgar/edgar-api-service.js +36 -70
- package/dist/services/edgar/edgar-api-service.js.map +1 -1
- package/package.json +4 -4
- package/server.json +9 -3
package/README.md
CHANGED
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@@ -7,7 +7,7 @@
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<div align="center">
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-
[](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [](https://www.npmjs.com/package/@cyanheads/mcp-ts-core) [](https://www.npmjs.com/package/@cyanheads/secedgar-mcp-server) [](https://www.npmjs.com/package/@cyanheads/mcp-ts-core) [](https://modelcontextprotocol.io/)
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[](./LICENSE) [](https://www.typescriptlang.org/) [](https://bun.sh/)
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@@ -1 +1 @@
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-
{"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;AAajD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;
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{"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;AAajD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;kBA4J5B,CAAC"}
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@@ -40,14 +40,16 @@ export const companySearchTool = tool('secedgar_company_search', {
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state_of_incorporation: z.string().optional().describe('State of incorporation.'),
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fiscal_year_end: z.string().describe('Fiscal year end (MMDD format).'),
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filings: z
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.array(z
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.array(z
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.object({
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accession_number: z.string().describe('Filing accession number.'),
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form: z.string().describe('Form type (e.g., 10-K).'),
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filing_date: z.string().describe('Date filed.'),
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report_date: z.string().optional().describe('Period of report.'),
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primary_document: z.string().describe('Primary document filename.'),
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description: z.string().optional().describe('Filing description.'),
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})
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})
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.describe('One filing record with form type, dates, and primary document.'))
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.optional()
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.describe('Recent filings, filtered by form_types if specified.'),
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total_filings: z
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@@ -127,7 +129,7 @@ export const companySearchTool = tool('secedgar_company_search', {
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for (const f of result.filings) {
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const reportDate = f.report_date ? ` (period: ${f.report_date})` : '';
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const desc = f.description ? ` — ${f.description}` : '';
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lines.push(`- ${f.form} ${f.filing_date}${reportDate}${desc} [${f.accession_number}]`);
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lines.push(`- ${f.form} ${f.filing_date}${reportDate}${desc} — ${f.primary_document} [${f.accession_number}]`);
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}
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}
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return [{ type: 'text', text: lines.join('\n') }];
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{"version":3,"file":"company-search.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAW3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,iKAAiK;IACnK,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,KAAK,EAAE,CAAC;aACL,MAAM,EAAE;aACR,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CACP,4JAA4J,CAC7J;QACH,eAAe,EAAE,CAAC;aACf,OAAO,EAAE;aACT,OAAO,CAAC,IAAI,CAAC;aACb,QAAQ,CACP,oFAAoF,CACrF;QACH,UAAU,EAAE,CAAC;aACV,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,EAAE;aACV,QAAQ,CACP,8GAA8G,CAC/G;QACH,YAAY,EAAE,CAAC;aACZ,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,EAAE,CAAC;aACP,OAAO,CAAC,EAAE,CAAC;aACX,QAAQ,CAAC,sCAAsC,CAAC;KACpD,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,8CAA8C,CAAC;QACxE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,6BAA6B,CAAC;QACxD,OAAO,EAAE,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACnE,SAAS,EAAE,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,QAAQ,CAAC,yBAAyB,CAAC;QAClE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,oBAAoB,CAAC;QAC9C,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;QACvE,sBAAsB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,yBAAyB,CAAC;QACjF,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gCAAgC,CAAC;QACtE,OAAO,EAAE,CAAC;aACP,KAAK,CACJ,CAAC,
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{"version":3,"file":"company-search.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAW3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,iKAAiK;IACnK,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,KAAK,EAAE,CAAC;aACL,MAAM,EAAE;aACR,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CACP,4JAA4J,CAC7J;QACH,eAAe,EAAE,CAAC;aACf,OAAO,EAAE;aACT,OAAO,CAAC,IAAI,CAAC;aACb,QAAQ,CACP,oFAAoF,CACrF;QACH,UAAU,EAAE,CAAC;aACV,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,EAAE;aACV,QAAQ,CACP,8GAA8G,CAC/G;QACH,YAAY,EAAE,CAAC;aACZ,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,EAAE,CAAC;aACP,OAAO,CAAC,EAAE,CAAC;aACX,QAAQ,CAAC,sCAAsC,CAAC;KACpD,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,8CAA8C,CAAC;QACxE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,6BAA6B,CAAC;QACxD,OAAO,EAAE,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACnE,SAAS,EAAE,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC,QAAQ,CAAC,yBAAyB,CAAC;QAClE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,oBAAoB,CAAC;QAC9C,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iCAAiC,CAAC;QACvE,sBAAsB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,yBAAyB,CAAC;QACjF,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gCAAgC,CAAC;QACtE,OAAO,EAAE,CAAC;aACP,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0BAA0B,CAAC;YACjE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yBAAyB,CAAC;YACpD,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,aAAa,CAAC;YAC/C,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mBAAmB,CAAC;YAChE,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;YACnE,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;SACnE,CAAC;aACD,QAAQ,CAAC,gEAAgE,CAAC,CAC9E;aACA,QAAQ,EAAE;aACV,QAAQ,CAAC,sDAAsD,CAAC;QACnE,aAAa,EAAE,CAAC;aACb,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,8DAA8D,CAAC;KAC5E,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QACjC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC;QAEnD,IAAI,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,EAAE,CAAC;YAC5B,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBAC1B,MAAM,QAAQ,CACZ,yBAAyB,KAAK,CAAC,KAAK,4EAA4E,CACjH,CAAC;YACJ,CAAC;YACD,IAAI,QAAQ,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;gBACxB,MAAM,OAAO,GAAG,QAAQ;qBACrB,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,MAAM,IAAI,CAAC,CAAC,GAAG,KAAK,CAAC,CAAC,IAAI,IAAI,SAAS,GAAG,CAAC;qBAC3D,IAAI,CAAC,IAAI,CAAC,CAAC;gBACd,MAAM,QAAQ,CACZ,yBAAyB,KAAK,CAAC,KAAK,MAAM,OAAO,wCAAwC,CAC1F,CAAC;YACJ,CAAC;QACH,CAAC;QAED,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,CAAC,KAAK;YAAE,MAAM,QAAQ,CAAC,yBAAyB,KAAK,CAAC,KAAK,IAAI,CAAC,CAAC;QACrE,MAAM,WAAW,GAAG,MAAM,GAAG,CAAC,cAAc,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC;QACxD,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,kBAAkB,EAAE;YAC/B,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,GAAG,EAAE,KAAK,CAAC,GAAG;YACd,IAAI,EAAE,WAAW,CAAC,IAAI;SACvB,CAAC,CAAC;QAEH,IAAI,OAAkC,CAAC;QACvC,IAAI,YAAgC,CAAC;QAErC,IAAI,KAAK,CAAC,eAAe,EAAE,CAAC;YAC1B,MAAM,MAAM,GAAG,WAAW,CAAC,OAAO,CAAC,MAAM,CAAC;YAC1C,MAAM,KAAK,GAAG,MAAM,CAAC,eAAe,CAAC,MAAM,CAAC;YAE5C,mCAAmC;YACnC,MAAM,GAAG,GAAkB,EAAE,CAAC;YAC9B,KAAK,IAAI,CAAC,GAAG,CAAC,EAAE,CAAC,GAAG,KAAK,EAAE,CAAC,EAAE,EAAE,CAAC;gBAC/B,GAAG,CAAC,IAAI,CAAC;oBACP,gBAAgB,EAAE,MAAM,CAAC,eAAe,CAAC,CAAC,CAAC,IAAI,EAAE;oBACjD,IAAI,EAAE,MAAM,CAAC,IAAI,CAAC,CAAC,CAAC,IAAI,EAAE;oBAC1B,WAAW,EAAE,MAAM,CAAC,UAAU,CAAC,CAAC,CAAC,IAAI,EAAE;oBACvC,WAAW,EAAE,MAAM,CAAC,UAAU,CAAC,CAAC,CAAC,IAAI,SAAS;oBAC9C,gBAAgB,EAAE,MAAM,CAAC,eAAe,CAAC,CAAC,CAAC,IAAI,EAAE;oBACjD,WAAW,EAAE,MAAM,CAAC,qBAAqB,CAAC,CAAC,CAAC,IAAI,SAAS;iBAC1D,CAAC,CAAC;YACL,CAAC;YAED,MAAM,QAAQ,GAAG,KAAK,CAAC,UAAU;gBAC/B,CAAC,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CACf,KAAK,CAAC,UAAU,EAAE,IAAI,CAAC,CAAC,EAAE,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC,WAAW,EAAE,KAAK,EAAE,CAAC,WAAW,EAAE,CAAC,CAC1E;gBACH,CAAC,CAAC,GAAG,CAAC;YAER,YAAY,GAAG,QAAQ,CAAC,MAAM,CAAC;YAC/B,OAAO,GAAG,QAAQ,CAAC,KAAK,CAAC,CAAC,EAAE,KAAK,CAAC,YAAY,CAAC,CAAC;QAClD,CAAC;QAED,OAAO;YACL,GAAG,EAAE,KAAK,CAAC,GAAG;YACd,IAAI,EAAE,WAAW,CAAC,IAAI;YACtB,OAAO,EAAE,WAAW,CAAC,OAAO;YAC5B,SAAS,EAAE,WAAW,CAAC,SAAS;YAChC,GAAG,EAAE,WAAW,CAAC,GAAG;YACpB,eAAe,EAAE,WAAW,CAAC,cAAc;YAC3C,sBAAsB,EAAE,WAAW,CAAC,oBAAoB,IAAI,SAAS;YACrE,eAAe,EAAE,WAAW,CAAC,aAAa;YAC1C,OAAO;YACP,aAAa,EAAE,YAAY;SAC5B,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,KAAK,GAAG,CAAC,KAAK,MAAM,CAAC,IAAI,OAAO,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,IAAI,WAAW,GAAG,CAAC,CAAC;QACnF,MAAM,QAAQ,GAAG,MAAM,CAAC,SAAS,CAAC,MAAM,CAAC,CAAC,CAAC,gBAAgB,MAAM,CAAC,SAAS,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QAC9F,KAAK,CAAC,IAAI,CAAC,QAAQ,MAAM,CAAC,GAAG,WAAW,MAAM,CAAC,GAAG,KAAK,MAAM,CAAC,eAAe,IAAI,QAAQ,EAAE,CAAC,CAAC;QAC7F,KAAK,CAAC,IAAI,CAAC,oBAAoB,MAAM,CAAC,eAAe,EAAE,CAAC,CAAC;QACzD,IAAI,MAAM,CAAC,sBAAsB,EAAE,CAAC;YAClC,KAAK,CAAC,IAAI,CAAC,2BAA2B,MAAM,CAAC,sBAAsB,EAAE,CAAC,CAAC;QACzE,CAAC;QACD,IAAI,MAAM,CAAC,OAAO,EAAE,MAAM,EAAE,CAAC;YAC3B,KAAK,CAAC,IAAI,CAAC,qBAAqB,MAAM,CAAC,OAAO,CAAC,MAAM,OAAO,MAAM,CAAC,aAAa,IAAI,CAAC,CAAC;YACtF,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,OAAO,EAAE,CAAC;gBAC/B,MAAM,UAAU,GAAG,CAAC,CAAC,WAAW,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,WAAW,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;gBACtE,MAAM,IAAI,GAAG,CAAC,CAAC,WAAW,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;gBACxD,KAAK,CAAC,IAAI,CACR,KAAK,CAAC,CAAC,IAAI,IAAI,CAAC,CAAC,WAAW,GAAG,UAAU,GAAG,IAAI,MAAM,CAAC,CAAC,gBAAgB,KAAK,CAAC,CAAC,gBAAgB,GAAG,CACnG,CAAC;YACJ,CAAC;QACH,CAAC;QACD,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC"}
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{"version":3,"file":"compare-metric.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-metric.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAKjD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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{"version":3,"file":"compare-metric.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-metric.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAKjD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBAuI5B,CAAC"}
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label: z.string().describe('Human-readable concept label.'),
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total_companies: z.number().describe('Total companies reporting this metric for this period.'),
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data: z
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.array(z
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.array(z
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.object({
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rank: z.number().describe('Rank in sorted order.'),
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company_name: z.string().describe('Entity name.'),
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cik: z.string().describe('Company CIK.'),
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location: z.string().optional().describe('Business location.'),
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period_end: z.string().describe('Period end date.'),
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accession_number: z.string().describe('Source filing for secedgar_get_filing.'),
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})
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})
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.describe("One company's reported value for this metric and period."))
|
|
46
48
|
.describe('Ranked companies for this metric.'),
|
|
47
49
|
}),
|
|
48
50
|
async handler(input, ctx) {
|
|
@@ -97,7 +99,7 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
97
99
|
},
|
|
98
100
|
format: (result) => {
|
|
99
101
|
const lines = [
|
|
100
|
-
`**${result.label}** — ${result.period} (${result.unit}, ${result.total_companies} companies)`,
|
|
102
|
+
`**${result.label}** [XBRL: ${result.concept}] — ${result.period} (${result.unit}, ${result.total_companies} companies)`,
|
|
101
103
|
];
|
|
102
104
|
for (const d of result.data) {
|
|
103
105
|
const ticker = d.ticker ? ` (${d.ticker})` : '';
|
|
@@ -106,7 +108,8 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
106
108
|
: result.unit === 'USD-per-shares'
|
|
107
109
|
? `$${d.value.toFixed(2)}`
|
|
108
110
|
: d.value.toLocaleString();
|
|
109
|
-
|
|
111
|
+
const location = d.location ? ` | ${d.location}` : '';
|
|
112
|
+
lines.push(`${d.rank}. ${d.company_name}${ticker} — CIK ${d.cik}: ${formatted} (raw ${d.value}) | period end ${d.period_end}${location} [${d.accession_number}]`);
|
|
110
113
|
}
|
|
111
114
|
return [{ type: 'text', text: lines.join('\n') }];
|
|
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115
|
},
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"compare-metric.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-metric.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAE3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,+KAA+K;IACjL,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CACP,8HAA8H,CAC/H;QACH,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,CACP,+VAA+V,CAChW;QACH,IAAI,EAAE,CAAC;aACJ,IAAI,CAAC,CAAC,KAAK,EAAE,gBAAgB,EAAE,QAAQ,EAAE,MAAM,CAAC,CAAC;aACjD,OAAO,CAAC,KAAK,CAAC;aACd,QAAQ,CACP,8FAA8F,CAC/F;QACH,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC,OAAO,CAAC,EAAE,CAAC,CAAC,QAAQ,CAAC,gCAAgC,CAAC;QAC9F,IAAI,EAAE,CAAC;aACJ,IAAI,CAAC,CAAC,MAAM,EAAE,KAAK,CAAC,CAAC;aACrB,OAAO,CAAC,MAAM,CAAC;aACf,QAAQ,CACP,yGAAyG,CAC1G;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gBAAgB,CAAC;QAC9C,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;QAC/C,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;QAC7C,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;QAC3D,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QAC9F,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC,
|
|
1
|
+
{"version":3,"file":"compare-metric.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/compare-metric.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAE3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,+KAA+K;IACjL,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CACP,8HAA8H,CAC/H;QACH,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,CACP,+VAA+V,CAChW;QACH,IAAI,EAAE,CAAC;aACJ,IAAI,CAAC,CAAC,KAAK,EAAE,gBAAgB,EAAE,QAAQ,EAAE,MAAM,CAAC,CAAC;aACjD,OAAO,CAAC,KAAK,CAAC;aACd,QAAQ,CACP,8FAA8F,CAC/F;QACH,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,GAAG,EAAE,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC,OAAO,CAAC,EAAE,CAAC,CAAC,QAAQ,CAAC,gCAAgC,CAAC;QAC9F,IAAI,EAAE,CAAC;aACJ,IAAI,CAAC,CAAC,MAAM,EAAE,KAAK,CAAC,CAAC;aACrB,OAAO,CAAC,MAAM,CAAC;aACf,QAAQ,CACP,yGAAyG,CAC1G;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gBAAgB,CAAC;QAC9C,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;QAC/C,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;QAC7C,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;QAC3D,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QAC9F,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uBAAuB,CAAC;YAClD,YAAY,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;YACjD,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;YACxC,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YACvE,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iBAAiB,CAAC;YAC7C,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,oBAAoB,CAAC;YAC9D,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;YACnD,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;SAChF,CAAC;aACD,QAAQ,CAAC,0DAA0D,CAAC,CACxE;aACA,QAAQ,CAAC,mCAAmC,CAAC;KACjD,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QAEjC,kBAAkB;QAClB,MAAM,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QAC9C,MAAM,GAAG,GAAG,OAAO,EAAE,IAAI,CAAC,CAAC,CAAC,IAAI,KAAK,CAAC,OAAO,CAAC;QAC9C,MAAM,QAAQ,GAAG,OAAO,EAAE,QAAQ,IAAI,SAAS,CAAC;QAChD,MAAM,KAAK,GAAG,OAAO,EAAE,KAAK,IAAI,KAAK,CAAC,OAAO,CAAC;QAC9C,MAAM,IAAI,GAAG,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,IAAI,CAAC,OAAO,CAAC,GAAG,EAAE,OAAO,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,IAAI,CAAC;QAEvE,yFAAyF;QACzF,MAAM,cAAc,GAAG,MAAM,GAAG,CAAC,YAAY,CAAC,QAAQ,EAAE,GAAG,EAAE,IAAI,EAAE,KAAK,CAAC,MAAM,CAAC,CAAC;QACjF,IAAI,CAAC,cAAc,EAAE,CAAC;YACpB,iFAAiF;YACjF,MAAM,IAAI,GAAG,CAAC,OAAO;gBACnB,CAAC,CAAC,oBAAoB,KAAK,CAAC,OAAO,yEAAyE;gBAC5G,CAAC,CAAC,eAAe,KAAK,IAAI,IAAI,IAAI,KAAK,CAAC,MAAM,yJAAyJ,CAAC;YAC1M,MAAM,QAAQ,CAAC,IAAI,CAAC,CAAC;QACvB,CAAC;QAED,gBAAgB;QAChB,MAAM,MAAM,GAAG,CAAC,GAAG,cAAc,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CACpD,KAAK,CAAC,IAAI,KAAK,MAAM,CAAC,CAAC,CAAC,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,GAAG,GAAG,CAAC,CAAC,GAAG,CACtD,CAAC;QAEF,yCAAyC;QACzC,MAAM,MAAM,GAAG,MAAM,CAAC,KAAK,CAAC,CAAC,EAAE,KAAK,CAAC,KAAK,CAAC,CAAC;QAC5C,MAAM,IAAI,GAAG,MAAM,OAAO,CAAC,GAAG,CAC5B,MAAM,CAAC,GAAG,CAAC,KAAK,EAAE,KAAK,EAAE,CAAC,EAAE,EAAE;YAC5B,MAAM,GAAG,GAAG,MAAM,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC,CAAC;YAChD,MAAM,MAAM,GAAuB,MAAM,GAAG,CAAC,WAAW,CAAC,GAAG,CAAC,CAAC;YAC9D,OAAO;gBACL,IAAI,EAAE,CAAC,GAAG,CAAC;gBACX,YAAY,EAAE,KAAK,CAAC,UAAU;gBAC9B,GAAG;gBACH,MAAM,EAAE,MAAM,IAAI,SAAS;gBAC3B,KAAK,EAAE,KAAK,CAAC,GAAG;gBAChB,QAAQ,EAAE,KAAK,CAAC,GAAG,IAAI,SAAS;gBAChC,UAAU,EAAE,KAAK,CAAC,GAAG;gBACrB,gBAAgB,EAAE,KAAK,CAAC,IAAI;aAC7B,CAAC;QACJ,CAAC,CAAC,CACH,CAAC;QAEF,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,6BAA6B,EAAE;YAC1C,OAAO,EAAE,GAAG;YACZ,MAAM,EAAE,KAAK,CAAC,MAAM;YACpB,cAAc,EAAE,cAAc,CAAC,GAAG;YAClC,QAAQ,EAAE,IAAI,CAAC,MAAM;SACtB,CAAC,CAAC;QAEH,OAAO;YACL,OAAO,EAAE,GAAG;YACZ,MAAM,EAAE,KAAK,CAAC,MAAM;YACpB,IAAI;YACJ,KAAK,EAAE,cAAc,CAAC,KAAK,IAAI,KAAK;YACpC,eAAe,EAAE,cAAc,CAAC,GAAG;YACnC,IAAI;SACL,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,KAAK,GAAG;YACZ,KAAK,MAAM,CAAC,KAAK,aAAa,MAAM,CAAC,OAAO,OAAO,MAAM,CAAC,MAAM,KAAK,MAAM,CAAC,IAAI,KAAK,MAAM,CAAC,eAAe,aAAa;SACzH,CAAC;QACF,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,IAAI,EAAE,CAAC;YAC5B,MAAM,MAAM,GAAG,CAAC,CAAC,MAAM,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;YAChD,MAAM,SAAS,GACb,MAAM,CAAC,IAAI,KAAK,KAAK;gBACnB,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,KAAK,GAAG,aAAa,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG;gBAC7C,CAAC,CAAC,MAAM,CAAC,IAAI,KAAK,gBAAgB;oBAChC,CAAC,CAAC,IAAI,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,EAAE;oBAC1B,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,cAAc,EAAE,CAAC;YACjC,MAAM,QAAQ,GAAG,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,QAAQ,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;YACtD,KAAK,CAAC,IAAI,CACR,GAAG,CAAC,CAAC,IAAI,KAAK,CAAC,CAAC,YAAY,GAAG,MAAM,UAAU,CAAC,CAAC,GAAG,KAAK,SAAS,SAAS,CAAC,CAAC,KAAK,kBAAkB,CAAC,CAAC,UAAU,GAAG,QAAQ,KAAK,CAAC,CAAC,gBAAgB,GAAG,CACtJ,CAAC;QACJ,CAAC;QACD,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC"}
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"get-filing.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AASjD,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;
|
|
1
|
+
{"version":3,"file":"get-filing.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AASjD,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;kBAsJxB,CAAC"}
|
|
@@ -48,11 +48,13 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
48
48
|
period_ending: z.string().optional().describe('Period of report.'),
|
|
49
49
|
primary_document: z.string().describe('Primary document filename.'),
|
|
50
50
|
documents: z
|
|
51
|
-
.array(z
|
|
51
|
+
.array(z
|
|
52
|
+
.object({
|
|
52
53
|
name: z.string().describe('Document filename.'),
|
|
53
54
|
type: z.string().describe('Document type.'),
|
|
54
55
|
size: z.number().optional().describe('File size in bytes.'),
|
|
55
|
-
})
|
|
56
|
+
})
|
|
57
|
+
.describe('One document entry from the filing archive index.'))
|
|
56
58
|
.describe('All documents in this filing. Use the name field with the document input param to fetch exhibits.'),
|
|
57
59
|
content: z.string().describe('Document text content, truncated to content_limit.'),
|
|
58
60
|
content_truncated: z.boolean().describe('True if content was truncated.'),
|
|
@@ -107,12 +109,14 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
107
109
|
const filedPart = result.filing_date ? `Filed: ${result.filing_date}` : 'Filed: Unknown';
|
|
108
110
|
const periodPart = result.period_ending ? ` | Period: ${result.period_ending}` : '';
|
|
109
111
|
const dateLine = `${filedPart}${periodPart}`;
|
|
110
|
-
const meta = `Accession: ${result.accession_number} | ${result.content_total_length
|
|
112
|
+
const meta = `Accession: ${result.accession_number} | Primary: ${result.primary_document} | ${result.content_total_length} chars${result.content_truncated ? ' (truncated)' : ''}`;
|
|
111
113
|
let docs = '';
|
|
112
|
-
if (result.documents.length
|
|
114
|
+
if (result.documents.length) {
|
|
113
115
|
const shown = result.documents.slice(0, MAX_DOCUMENTS_IN_FORMAT);
|
|
114
116
|
const extra = result.documents.length - shown.length;
|
|
115
|
-
const list = shown
|
|
117
|
+
const list = shown
|
|
118
|
+
.map((d) => `${d.name} (${d.type}${d.size !== undefined ? `, ${d.size}B` : ''})`)
|
|
119
|
+
.join(', ');
|
|
116
120
|
docs = `\nDocuments (${result.documents.length}): ${list}${extra > 0 ? `, +${extra} more` : ''}`;
|
|
117
121
|
}
|
|
118
122
|
const url = `\nURL: ${result.filing_url}`;
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"get-filing.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAC3E,OAAO,EAAE,YAAY,EAAE,MAAM,oCAAoC,CAAC;AAGlE,MAAM,uBAAuB,GAAG,EAAE,CAAC;AAGnC,MAAM,CAAC,MAAM,aAAa,GAAG,IAAI,CAAC,qBAAqB,EAAE;IACvD,WAAW,EACT,qKAAqK;IACvK,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,gBAAgB,EAAE,CAAC;aAChB,MAAM,EAAE;aACR,QAAQ,CACP,0LAA0L,CAC3L;QACH,GAAG,EAAE,CAAC;aACH,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,kKAAkK,CACnK;QACH,aAAa,EAAE,CAAC;aACb,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,IAAI,CAAC;aACT,GAAG,CAAC,MAAM,CAAC;aACX,OAAO,CAAC,KAAK,CAAC;aACd,QAAQ,CACP,6QAA6Q,CAC9Q;QACH,QAAQ,EAAE,CAAC;aACR,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,6KAA6K,CAC9K;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0BAA0B,CAAC;QACjE,IAAI,EAAE,CAAC;aACJ,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,4EAA4E,CAAC;QACzF,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,6EAA6E,CAAC;QAC1F,YAAY,EAAE,CAAC;aACZ,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,4DAA4D,CAAC;QACzE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;QACxC,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mBAAmB,CAAC;QAClE,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACnE,SAAS,EAAE,CAAC;aACT,KAAK,CACJ,CAAC,
|
|
1
|
+
{"version":3,"file":"get-filing.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAC3E,OAAO,EAAE,YAAY,EAAE,MAAM,oCAAoC,CAAC;AAGlE,MAAM,uBAAuB,GAAG,EAAE,CAAC;AAGnC,MAAM,CAAC,MAAM,aAAa,GAAG,IAAI,CAAC,qBAAqB,EAAE;IACvD,WAAW,EACT,qKAAqK;IACvK,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,gBAAgB,EAAE,CAAC;aAChB,MAAM,EAAE;aACR,QAAQ,CACP,0LAA0L,CAC3L;QACH,GAAG,EAAE,CAAC;aACH,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,kKAAkK,CACnK;QACH,aAAa,EAAE,CAAC;aACb,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,IAAI,CAAC;aACT,GAAG,CAAC,MAAM,CAAC;aACX,OAAO,CAAC,KAAK,CAAC;aACd,QAAQ,CACP,6QAA6Q,CAC9Q;QACH,QAAQ,EAAE,CAAC;aACR,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,6KAA6K,CAC9K;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0BAA0B,CAAC;QACjE,IAAI,EAAE,CAAC;aACJ,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,4EAA4E,CAAC;QACzF,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,6EAA6E,CAAC;QAC1F,YAAY,EAAE,CAAC;aACZ,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,4DAA4D,CAAC;QACzE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;QACxC,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mBAAmB,CAAC;QAClE,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACnE,SAAS,EAAE,CAAC;aACT,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,oBAAoB,CAAC;YAC/C,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gBAAgB,CAAC;YAC3C,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;SAC5D,CAAC;aACD,QAAQ,CAAC,mDAAmD,CAAC,CACjE;aACA,QAAQ,CACP,mGAAmG,CACpG;QACH,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,oDAAoD,CAAC;QAClF,iBAAiB,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,CAAC,gCAAgC,CAAC;QACzE,oBAAoB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;QACpF,UAAU,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,sCAAsC,CAAC;KACxE,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QAEjC,MAAM,IAAI,GAAG,wBAAwB,CAAC,KAAK,CAAC,gBAAgB,CAAC,CAAC;QAC9D,MAAM,EAAE,GAAG,EAAE,KAAK,EAAE,IAAI,EAAE,UAAU,EAAE,GAAG,MAAM,oBAAoB,CACjE,GAAG,EACH,IAAI,EACJ,KAAK,CAAC,GAAG,EACT,KAAK,CAAC,QAAQ,CACf,CAAC;QACF,MAAM,YAAY,GAAG,IAAI,CAAC,OAAO,CAAC,IAAI,EAAE,EAAE,CAAC,CAAC;QAC5C,MAAM,KAAK,GAAG,KAAK,CAAC,SAAS,CAAC,IAAI,CAAC;QACnC,MAAM,SAAS,GAAG,KAAK,CAAC,GAAG,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC,CAAC;YACrC,IAAI,EAAE,IAAI,CAAC,IAAI;YACf,IAAI,EAAE,IAAI,CAAC,IAAI;YACf,IAAI,EAAE,IAAI,CAAC,IAAI,CAAC,CAAC,CAAC,MAAM,CAAC,QAAQ,CAAC,IAAI,CAAC,IAAI,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,SAAS;SAC7D,CAAC,CAAC,CAAC;QAEJ,MAAM,EAAE,IAAI,EAAE,SAAS,EAAE,WAAW,EAAE,GAAG,YAAY,CAAC,IAAI,EAAE,KAAK,CAAC,aAAa,CAAC,CAAC;QAEjF,2FAA2F;QAC3F,oFAAoF;QACpF,MAAM,WAAW,GAAG,MAAM,GAAG,CAAC,cAAc,CAAC,GAAG,CAAC,CAAC;QAClD,MAAM,WAAW,GAAG,WAAW,CAAC,OAAO,CAAC,MAAM,CAAC,eAAe,CAAC;QAC/D,MAAM,GAAG,GAAG,WAAW,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC;QAEtC,MAAM,IAAI,GAAG,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,WAAW,CAAC,OAAO,CAAC,MAAM,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC;QACzE,MAAM,UAAU,GAAG,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,WAAW,CAAC,OAAO,CAAC,MAAM,CAAC,UAAU,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC;QACrF,MAAM,YAAY,GAChB,GAAG,IAAI,CAAC,CAAC,CAAC,CAAC,WAAW,CAAC,OAAO,CAAC,MAAM,CAAC,UAAU,CAAC,GAAG,CAAC,IAAI,SAAS,CAAC,CAAC,CAAC,SAAS,CAAC;QAEjF,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,kBAAkB,EAAE;YAC/B,eAAe,EAAE,IAAI;YACrB,GAAG;YACH,aAAa,EAAE,WAAW;YAC1B,cAAc,EAAE,GAAG,IAAI,CAAC;SACzB,CAAC,CAAC;QAEH,OAAO;YACL,gBAAgB,EAAE,IAAI;YACtB,IAAI,EAAE,IAAI,IAAI,SAAS;YACvB,WAAW,EAAE,UAAU,IAAI,SAAS;YACpC,YAAY,EAAE,WAAW,CAAC,IAAI,IAAI,SAAS;YAC3C,GAAG;YACH,aAAa,EAAE,YAAY;YAC3B,gBAAgB,EAAE,UAAU;YAC5B,SAAS;YACT,OAAO,EAAE,IAAI;YACb,iBAAiB,EAAE,SAAS;YAC5B,oBAAoB,EAAE,WAAW;YACjC,UAAU,EAAE,2CAA2C,GAAG,IAAI,YAAY,IAAI,UAAU,EAAE;SAC3F,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,SAAS,GAAG,MAAM,CAAC,IAAI,IAAI,QAAQ,CAAC;QAC1C,MAAM,MAAM,GAAG,MAAM,CAAC,YAAY,IAAI,gBAAgB,CAAC;QACvD,MAAM,MAAM,GAAG,KAAK,SAAS,QAAQ,MAAM,SAAS,MAAM,CAAC,GAAG,GAAG,CAAC;QAElE,MAAM,SAAS,GAAG,MAAM,CAAC,WAAW,CAAC,CAAC,CAAC,UAAU,MAAM,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,gBAAgB,CAAC;QACzF,MAAM,UAAU,GAAG,MAAM,CAAC,aAAa,CAAC,CAAC,CAAC,cAAc,MAAM,CAAC,aAAa,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QACpF,MAAM,QAAQ,GAAG,GAAG,SAAS,GAAG,UAAU,EAAE,CAAC;QAE7C,MAAM,IAAI,GAAG,cAAc,MAAM,CAAC,gBAAgB,eAAe,MAAM,CAAC,gBAAgB,MAAM,MAAM,CAAC,oBAAoB,SAAS,MAAM,CAAC,iBAAiB,CAAC,CAAC,CAAC,cAAc,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC;QAEnL,IAAI,IAAI,GAAG,EAAE,CAAC;QACd,IAAI,MAAM,CAAC,SAAS,CAAC,MAAM,EAAE,CAAC;YAC5B,MAAM,KAAK,GAAG,MAAM,CAAC,SAAS,CAAC,KAAK,CAAC,CAAC,EAAE,uBAAuB,CAAC,CAAC;YACjE,MAAM,KAAK,GAAG,MAAM,CAAC,SAAS,CAAC,MAAM,GAAG,KAAK,CAAC,MAAM,CAAC;YACrD,MAAM,IAAI,GAAG,KAAK;iBACf,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,IAAI,KAAK,CAAC,CAAC,IAAI,GAAG,CAAC,CAAC,IAAI,KAAK,SAAS,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,IAAI,GAAG,CAAC,CAAC,CAAC,EAAE,GAAG,CAAC;iBAChF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@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAMjD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
|
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1
|
+
{"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAMjD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBA6N5B,CAAC"}
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@@ -34,7 +34,8 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
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|
34
34
|
description: z.string().optional().describe('XBRL taxonomy description.'),
|
|
35
35
|
unit: z.string().describe('Unit of measure (e.g., "USD", "shares", "USD/shares").'),
|
|
36
36
|
data: z
|
|
37
|
-
.array(z
|
|
37
|
+
.array(z
|
|
38
|
+
.object({
|
|
38
39
|
period: z.string().describe('Calendar period label (e.g., "CY2023", "CY2023Q3").'),
|
|
39
40
|
value: z.number().describe('Reported value.'),
|
|
40
41
|
start: z.string().optional().describe('Period start date (duration items only).'),
|
|
@@ -46,7 +47,8 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
46
47
|
accession_number: z
|
|
47
48
|
.string()
|
|
48
49
|
.describe('Source filing accession number for secedgar_get_filing.'),
|
|
49
|
-
})
|
|
50
|
+
})
|
|
51
|
+
.describe('One reported value with its period, fiscal context, and source filing.'))
|
|
50
52
|
.describe('Deduplicated time series, newest first.'),
|
|
51
53
|
tags_tried: z
|
|
52
54
|
.array(z.string())
|
|
@@ -168,7 +170,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
168
170
|
lines.push(`XBRL tag: ${result.concept}`);
|
|
169
171
|
if (result.description)
|
|
170
172
|
lines.push(result.description);
|
|
171
|
-
if (result.tags_tried
|
|
173
|
+
if (result.tags_tried?.length) {
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|
172
174
|
lines.push(`Tags tried: ${result.tags_tried.join(', ')}`);
|
|
173
175
|
}
|
|
174
176
|
lines.push('');
|
|
@@ -178,7 +180,10 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
178
180
|
: result.unit === 'USD/shares'
|
|
179
181
|
? `$${d.value.toFixed(2)}`
|
|
180
182
|
: d.value.toLocaleString();
|
|
181
|
-
|
|
183
|
+
const fy = d.fiscal_year ?? '—';
|
|
184
|
+
const fp = d.fiscal_period ?? '—';
|
|
185
|
+
const range = d.start ? `${d.start} → ${d.end}` : d.end;
|
|
186
|
+
lines.push(`${d.period} [FY${fy} ${fp}]: ${formatted} (raw ${d.value}) | ${range} | ${d.form} filed ${d.filed} [${d.accession_number}]`);
|
|
182
187
|
}
|
|
183
188
|
return [{ type: 'text', text: lines.join('\n') }];
|
|
184
189
|
},
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"get-financials.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAG3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,kNAAkN;IACpN,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CAAC,kEAAkE,CAAC;QAC/E,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CACP,sOAAsO,CACvO;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,CAAC,SAAS,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACrC,OAAO,CAAC,SAAS,CAAC;aAClB,QAAQ,CACP,kHAAkH,CACnH;QACH,WAAW,EAAE,CAAC;aACX,IAAI,CAAC,CAAC,QAAQ,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACpC,OAAO,CAAC,QAAQ,CAAC;aACjB,QAAQ,CAAC,sEAAsE,CAAC;KACpF,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC;QAC7C,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;QACxC,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;QACnD,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QACnE,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACzE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACnF,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC,
|
|
1
|
+
{"version":3,"file":"get-financials.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AACzD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAG3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,kNAAkN;IACpN,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CAAC,kEAAkE,CAAC;QAC/E,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CACP,sOAAsO,CACvO;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,CAAC,SAAS,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACrC,OAAO,CAAC,SAAS,CAAC;aAClB,QAAQ,CACP,kHAAkH,CACnH;QACH,WAAW,EAAE,CAAC;aACX,IAAI,CAAC,CAAC,QAAQ,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACpC,OAAO,CAAC,QAAQ,CAAC;aACjB,QAAQ,CAAC,sEAAsE,CAAC;KACpF,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,eAAe,CAAC;QAC7C,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;QACxC,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;QACnD,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QACnE,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;QACzE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACnF,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qDAAqD,CAAC;YAClF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iBAAiB,CAAC;YAC7C,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;YACjF,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;YAC5C,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;YAC3D,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qCAAqC,CAAC;YACpF,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;YACnE,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;YACnE,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CAAC,yDAAyD,CAAC;SACvE,CAAC;aACD,QAAQ,CAAC,wEAAwE,CAAC,CACtF;aACA,QAAQ,CAAC,yCAAyC,CAAC;QACtD,UAAU,EAAE,CAAC;aACV,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,EAAE;aACV,QAAQ,CACP,4FAA4F,CAC7F;KACJ,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QAEjC,yBAAyB;QACzB,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QACrD,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,CAAC,KAAK,IAAI,CAAC,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,CAAC,EAAE,CAAC;YACjE,MAAM,QAAQ,CAAC,YAAY,KAAK,CAAC,OAAO,iDAAiD,CAAC,CAAC;QAC7F,CAAC;QAED,iCAAiC;QACjC,MAAM,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QAC9C,MAAM,IAAI,GAAG,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QACtD,MAAM,KAAK,GAAG,OAAO,EAAE,KAAK,IAAI,KAAK,CAAC,OAAO,CAAC;QAE9C,oEAAoE;QACpE,+FAA+F;QAC/F,IAAI,QAAQ,GAAG,KAAK,CAAC,QAAQ,CAAC;QAC9B,IAAI,OAAO,IAAI,KAAK,CAAC,QAAQ,KAAK,SAAS,EAAE,CAAC;YAC5C,QAAQ,GAAG,OAAO,CAAC,QAAiC,CAAC;QACvD,CAAC;QAED,8EAA8E;QAC9E,8DAA8D;QAC9D,IAAI,eAOS,CAAC;QACd,MAAM,SAAS,GAAa,EAAE,CAAC;QAC/B,MAAM,QAAQ,GAAyB,EAAE,CAAC;QAE1C,KAAK,MAAM,GAAG,IAAI,IAAI,EAAE,CAAC;YACvB,SAAS,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC;YACpB,MAAM,IAAI,GAAG,MAAM,GAAG,CAAC,oBAAoB,CAAC,KAAK,CAAC,GAAG,EAAE,QAAQ,EAAE,GAAG,CAAC,CAAC;YACtE,IAAI,CAAC,IAAI;gBAAE,SAAS;YACpB,IAAI,CAAC,eAAe,EAAE,CAAC;gBACrB,eAAe,GAAG;oBAChB,KAAK,EAAE,IAAI,CAAC,KAAK;oBACjB,KAAK,EAAE,IAAI,CAAC,KAAK;oBACjB,WAAW,EAAE,IAAI,CAAC,WAAW,IAAI,SAAS;oBAC1C,GAAG,EAAE,IAAI,CAAC,GAAG;iBACd,CAAC;YACJ,CAAC;YACD,KAAK,MAAM,KAAK,IAAI,MAAM,CAAC,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,EAAE,CAAC;gBAC9C,QAAQ,CAAC,IAAI,CAAC,GAAG,KAAK,CAAC,CAAC;YAC1B,CAAC;QACH,CAAC;QAED,IAAI,CAAC,eAAe,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YAC9C,MAAM,IAAI,GACR,QAAQ,KAAK,WAAW;gBACtB,CAAC,CAAC,gFAAgF;gBAClF,CAAC,CAAC,uFAAuF,CAAC;YAC9F,MAAM,QAAQ,CACZ,qBAAqB,KAAK,CAAC,OAAO,WAAW,QAAQ,sBAAsB,IAAI,EAAE,CAClF,CAAC;QACJ,CAAC;QAED,qFAAqF;QACrF,MAAM,OAAO,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAA+C,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC;QAE/F,2FAA2F;QAC3F,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACzB,MAAM,QAAQ,CACZ,IAAI,eAAe,CAAC,GAAG,kMAAkM,CAC1N,CAAC;QACJ,CAAC;QAED,uDAAuD;QACvD,MAAM,OAAO,GAAG,IAAI,GAAG,EAAkD,CAAC;QAC1E,KAAK,MAAM,IAAI,IAAI,OAAO,EAAE,CAAC;YAC3B,MAAM,QAAQ,GAAG,OAAO,CAAC,GAAG,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACzC,IAAI,CAAC,QAAQ,IAAI,IAAI,CAAC,KAAK,GAAG,QAAQ,CAAC,KAAK,EAAE,CAAC;gBAC7C,OAAO,CAAC,GAAG,CAAC,IAAI,CAAC,KAAK,EAAE,IAAI,CAAC,CAAC;YAChC,CAAC;QACH,CAAC;QAED,yFAAyF;QACzF,IAAI,QAAQ,GAAG,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,MAAM,EAAE,CAAC,CAAC;QAC5C,IAAI,KAAK,CAAC,WAAW,KAAK,QAAQ,EAAE,CAAC;YACnC,QAAQ,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,WAAW,CAAC,IAAI,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC;QAC/D,CAAC;aAAM,IAAI,KAAK,CAAC,WAAW,KAAK,WAAW,EAAE,CAAC;YAC7C,QAAQ,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,aAAa,CAAC,IAAI,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC;QACjE,CAAC;QAED,0EAA0E;QAC1E,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,IAAI,OAAO,CAAC,IAAI,GAAG,CAAC,EAAE,CAAC;YAC9C,MAAM,MAAM,GAAG,OAAO,CAAC,MAAM,EAAE,CAAC,IAAI,EAAE,CAAC,KAAK,CAAC;YAC7C,MAAM,UAAU,GAAG,MAAM,IAAI,IAAI,CAAC,IAAI,CAAC,MAAM,CAAC,KAAK,CAAC,CAAC;YACrD,MAAM,IAAI,GAAG,UAAU;gBACrB,CAAC,CAAC,iFAAiF;gBACnF,CAAC,CAAC,KAAK,CAAC,WAAW,KAAK,QAAQ;oBAC9B,CAAC,CAAC,+DAA+D;oBACjE,CAAC,CAAC,+DAA+D,CAAC;YACtE,MAAM,QAAQ,CAAC,MAAM,KAAK,CAAC,WAAW,cAAc,eAAe,CAAC,GAAG,MAAM,IAAI,EAAE,CAAC,CAAC;QACvF,CAAC;QAED,oBAAoB;QACpB,QAAQ,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,GAAG,CAAC,aAAa,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC;QAEpD,wBAAwB;QACxB,MAAM,OAAO,GAAG,MAAM,CAAC,IAAI,CAAC,eAAe,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC,IAAI,OAAO,EAAE,IAAI,IAAI,KAAK,CAAC;QAEhF,MAAM,IAAI,GAAG,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;YAChC,MAAM,EAAE,CAAC,CAAC,KAAK;YACf,KAAK,EAAE,CAAC,CAAC,GAAG;YACZ,KAAK,EAAE,CAAC,CAAC,KAAK,IAAI,SAAS;YAC3B,GAAG,EAAE,CAAC,CAAC,GAAG;YACV,WAAW,EAAE,CAAC,CAAC,EAAE;YACjB,aAAa,EAAE,CAAC,CAAC,EAAE;YACnB,IAAI,EAAE,CAAC,CAAC,IAAI;YACZ,KAAK,EAAE,CAAC,CAAC,KAAK;YACd,gBAAgB,EAAE,CAAC,CAAC,IAAI;SACzB,CAAC,CAAC,CAAC;QAEJ,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,sBAAsB,EAAE;YACnC,OAAO,EAAE,KAAK,CAAC,GAAG;YAClB,OAAO,EAAE,eAAe,CAAC,GAAG;YAC5B,UAAU,EAAE,IAAI,CAAC,MAAM;SACxB,CAAC,CAAC;QAEH,OAAO;YACL,OAAO,EAAE,KAAK,CAAC,IAAI,IAAI,KAAK,CAAC,OAAO;YACpC,GAAG,EAAE,KAAK,CAAC,GAAG;YACd,OAAO,EAAE,eAAe,CAAC,GAAG;YAC5B,KAAK,EAAE,eAAe,CAAC,KAAK,IAAI,KAAK;YACrC,WAAW,EAAE,eAAe,CAAC,WAAW,IAAI,SAAS;YACrD,IAAI,EAAE,OAAO;YACb,IAAI;YACJ,UAAU,EAAE,SAAS,CAAC,MAAM,GAAG,CAAC,CAAC,CAAC,CAAC,SAAS,CAAC,CAAC,CAAC,SAAS;SACzD,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,KAAK,GAAG,CAAC,KAAK,MAAM,CAAC,KAAK,QAAQ,MAAM,CAAC,OAAO,SAAS,MAAM,CAAC,GAAG,KAAK,MAAM,CAAC,IAAI,GAAG,CAAC,CAAC;QAC9F,KAAK,CAAC,IAAI,CAAC,aAAa,MAAM,CAAC,OAAO,EAAE,CAAC,CAAC;QAC1C,IAAI,MAAM,CAAC,WAAW;YAAE,KAAK,CAAC,IAAI,CAAC,MAAM,CAAC,WAAW,CAAC,CAAC;QACvD,IAAI,MAAM,CAAC,UAAU,EAAE,MAAM,EAAE,CAAC;YAC9B,KAAK,CAAC,IAAI,CAAC,eAAe,MAAM,CAAC,UAAU,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QAC5D,CAAC;QACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACf,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,IAAI,EAAE,CAAC;YAC5B,MAAM,SAAS,GACb,MAAM,CAAC,IAAI,KAAK,KAAK;gBACnB,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,KAAK,GAAG,SAAS,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,GAAG;gBACzC,CAAC,CAAC,MAAM,CAAC,IAAI,KAAK,YAAY;oBAC5B,CAAC,CAAC,IAAI,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,CAAC,EAAE;oBAC1B,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,cAAc,EAAE,CAAC;YACjC,MAAM,EAAE,GAAG,CAAC,CAAC,WAAW,IAAI,GAAG,CAAC;YAChC,MAAM,EAAE,GAAG,CAAC,CAAC,aAAa,IAAI,GAAG,CAAC;YAClC,MAAM,KAAK,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,KAAK,MAAM,CAAC,CAAC,GAAG,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,GAAG,CAAC;YACxD,KAAK,CAAC,IAAI,CACR,GAAG,CAAC,CAAC,MAAM,OAAO,EAAE,IAAI,EAAE,MAAM,SAAS,SAAS,CAAC,CAAC,KAAK,OAAO,KAAK,MAAM,CAAC,CAAC,IAAI,UAAU,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC,gBAAgB,GAAG,CAC7H,CAAC;QACJ,CAAC;QACD,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC"}
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@@ -1 +1 @@
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|
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1
|
-
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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1
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+
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;kBA+G7B,CAAC"}
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@@ -38,7 +38,8 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
|
|
|
38
38
|
output: z.object({
|
|
39
39
|
total: z.number().describe('Number of concepts matching the filters.'),
|
|
40
40
|
concepts: z
|
|
41
|
-
.array(z
|
|
41
|
+
.array(z
|
|
42
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+
.object({
|
|
42
43
|
name: z
|
|
43
44
|
.string()
|
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44
45
|
.describe('Friendly name to pass as the concept argument to secedgar_get_financials or secedgar_compare_metric.'),
|
|
@@ -51,7 +52,8 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
|
|
|
51
52
|
.string()
|
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52
53
|
.describe('Unit of measure (USD, USD/shares, shares, pure). Note: secedgar_compare_metric expects the dashed form USD-per-shares.'),
|
|
53
54
|
group: z.enum(GROUP_VALUES).describe('Financial statement group.'),
|
|
54
|
-
})
|
|
55
|
+
})
|
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56
|
+
.describe('One XBRL concept mapping with its friendly name, tags, and grouping.'))
|
|
55
57
|
.describe('Matching concepts, ordered by group then alphabetical by name.'),
|
|
56
58
|
}),
|
|
57
59
|
handler(input, ctx) {
|
|
@@ -95,7 +97,7 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
|
|
|
95
97
|
if (c.group !== currentGroup) {
|
|
96
98
|
if (currentGroup)
|
|
97
99
|
lines.push('');
|
|
98
|
-
lines.push(`## ${formatGroup(c.group)}`);
|
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100
|
+
lines.push(`## ${formatGroup(c.group)} (\`${c.group}\`)`);
|
|
99
101
|
currentGroup = c.group;
|
|
100
102
|
}
|
|
101
103
|
const tagList = c.tags.map((t) => `\`${t}\``).join(', ');
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"search-concepts.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AAGjE,MAAM,YAAY,GAAG;IACnB,kBAAkB;IAClB,eAAe;IACf,WAAW;IACX,WAAW;IACX,aAAa;CAC6B,CAAC;AAE7C,MAAM,eAAe,GAAG;IACtB,SAAS;IACT,WAAW;IACX,KAAK;CACwC,CAAC;AAEhD,MAAM,CAAC,MAAM,kBAAkB,GAAG,IAAI,CAAC,0BAA0B,EAAE;IACjE,WAAW,EACT,+UAA+U;IACjV,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAE/E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,yPAAyP,CAC1P;QACH,KAAK,EAAE,CAAC;aACL,IAAI,CAAC,YAAY,CAAC;aAClB,QAAQ,EAAE;aACV,QAAQ,CACP,gRAAgR,CACjR;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,eAAe,CAAC;aACrB,QAAQ,EAAE;aACV,QAAQ,CACP,6GAA6G,CAC9G;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;QACtE,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC,
|
|
1
|
+
{"version":3,"file":"search-concepts.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AAGjE,MAAM,YAAY,GAAG;IACnB,kBAAkB;IAClB,eAAe;IACf,WAAW;IACX,WAAW;IACX,aAAa;CAC6B,CAAC;AAE7C,MAAM,eAAe,GAAG;IACtB,SAAS;IACT,WAAW;IACX,KAAK;CACwC,CAAC;AAEhD,MAAM,CAAC,MAAM,kBAAkB,GAAG,IAAI,CAAC,0BAA0B,EAAE;IACjE,WAAW,EACT,+UAA+U;IACjV,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAE/E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,yPAAyP,CAC1P;QACH,KAAK,EAAE,CAAC;aACL,IAAI,CAAC,YAAY,CAAC;aAClB,QAAQ,EAAE;aACV,QAAQ,CACP,gRAAgR,CACjR;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,eAAe,CAAC;aACrB,QAAQ,EAAE;aACV,QAAQ,CACP,6GAA6G,CAC9G;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;QACtE,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,sGAAsG,CACvG;YACH,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC3D,IAAI,EAAE,CAAC;iBACJ,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CACP,+IAA+I,CAChJ;YACH,QAAQ,EAAE,CAAC,CAAC,IAAI,CAAC,eAAe,CAAC,CAAC,QAAQ,CAAC,gBAAgB,CAAC;YAC5D,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,wHAAwH,CACzH;YACH,KAAK,EAAE,CAAC,CAAC,IAAI,CAAC,YAAY,CAAC,CAAC,QAAQ,CAAC,4BAA4B,CAAC;SACnE,CAAC;aACD,QAAQ,CAAC,sEAAsE,CAAC,CACpF;aACA,QAAQ,CAAC,gEAAgE,CAAC;KAC9E,CAAC;IAEF,OAAO,CAAC,KAAK,EAAE,GAAG;QAChB,IAAI,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,MAAM,IAAI,EAAE,CAAC,CAAC;QAEjD,IAAI,KAAK,CAAC,KAAK,EAAE,CAAC;YAChB,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,KAAK,KAAK,CAAC,KAAK,CAAC,CAAC;QAC3D,CAAC;QACD,IAAI,KAAK,CAAC,QAAQ,EAAE,CAAC;YACnB,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,KAAK,KAAK,CAAC,QAAQ,CAAC,CAAC;QACjE,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,0BAA0B,EAAE;YACvC,MAAM,EAAE,KAAK,CAAC,MAAM;YACpB,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,QAAQ,EAAE,KAAK,CAAC,QAAQ;YACxB,OAAO,EAAE,OAAO,CAAC,MAAM;SACxB,CAAC,CAAC;QAEH,OAAO;YACL,KAAK,EAAE,OAAO,CAAC,MAAM;YACrB,QAAQ,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;gBAC5B,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;gBACd,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,QAAQ,EAAE,CAAC,CAAC,QAAQ;gBACpB,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;aACf,CAAC,CAAC;SACJ,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,IAAI,MAAM,CAAC,KAAK,KAAK,CAAC,EAAE,CAAC;YACvB,OAAO;gBACL;oBACE,IAAI,EAAE,MAAM;oBACZ,IAAI,EAAE,8GAA8G;iBACrH;aACF,CAAC;QACJ,CAAC;QAED,MAAM,KAAK,GAAG,CAAC,SAAS,MAAM,CAAC,KAAK,WAAW,MAAM,CAAC,KAAK,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,GAAG,GAAG,EAAE,EAAE,CAAC,CAAC;QAErF,IAAI,YAAgC,CAAC;QACrC,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YAChC,IAAI,CAAC,CAAC,KAAK,KAAK,YAAY,EAAE,CAAC;gBAC7B,IAAI,YAAY;oBAAE,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;gBACjC,KAAK,CAAC,IAAI,CAAC,MAAM,WAAW,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC;gBAC1D,YAAY,GAAG,CAAC,CAAC,KAAK,CAAC;YACzB,CAAC;YACD,MAAM,OAAO,GAAG,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YACzD,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,IAAI,QAAQ,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC,QAAQ,KAAK,CAAC,CAAC,IAAI,OAAO,OAAO,EAAE,CAAC,CAAC;QACrF,CAAC;QAED,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC;AAEH,SAAS,WAAW,CAAC,KAAmB;IACtC,OAAO,KAAK;SACT,KAAK,CAAC,GAAG,CAAC;SACV,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,EAAE,WAAW,EAAE,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC;SAC5C,IAAI,CAAC,GAAG,CAAC,CAAC;AACf,CAAC"}
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;
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1
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+
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AA6DjD,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;kBAwK5B,CAAC"}
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@@ -5,6 +5,18 @@
|
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5
5
|
import { tool, z } from '@cyanheads/mcp-ts-core';
|
|
6
6
|
import { validationError } from '@cyanheads/mcp-ts-core/errors';
|
|
7
7
|
import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
|
|
8
|
+
/**
|
|
9
|
+
* EDGAR's `display_names[0]` embeds the ticker(s) and CIK in trailing parentheticals
|
|
10
|
+
* (e.g., "Apple Inc. (AAPL) (CIK 0000320193)"). Strip them so consumers see a clean
|
|
11
|
+
* company name — ticker and CIK are already surfaced as their own fields.
|
|
12
|
+
*/
|
|
13
|
+
function cleanCompanyName(displayName) {
|
|
14
|
+
return displayName
|
|
15
|
+
.replace(/\s*\(CIK\s*\d+\)/gi, '')
|
|
16
|
+
.replace(/\s*\([A-Z0-9,\s.]+\)\s*$/, '')
|
|
17
|
+
.replace(/\s+/g, ' ')
|
|
18
|
+
.trim();
|
|
19
|
+
}
|
|
8
20
|
/**
|
|
9
21
|
* Extract entity targeting (cik: or ticker:) from a query string,
|
|
10
22
|
* resolve to a CIK, and return the cleaned query + resolved CIK.
|
|
@@ -81,7 +93,8 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
|
81
93
|
total: z.number().describe('Total matching filings (capped at 10,000).'),
|
|
82
94
|
total_is_exact: z.boolean().describe('False when total hits the 10,000 cap.'),
|
|
83
95
|
results: z
|
|
84
|
-
.array(z
|
|
96
|
+
.array(z
|
|
97
|
+
.object({
|
|
85
98
|
accession_number: z
|
|
86
99
|
.string()
|
|
87
100
|
.describe('Use with secedgar_get_filing to retrieve content.'),
|
|
@@ -93,7 +106,8 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
|
93
106
|
file_description: z.string().optional().describe('Document description.'),
|
|
94
107
|
sic: z.string().optional().describe('SIC code.'),
|
|
95
108
|
location: z.string().optional().describe('Business location.'),
|
|
96
|
-
})
|
|
109
|
+
})
|
|
110
|
+
.describe('One matching filing hit from the full-text search index.'))
|
|
97
111
|
.describe('Matching filings.'),
|
|
98
112
|
form_distribution: z
|
|
99
113
|
.record(z.string(), z.number())
|
|
@@ -137,7 +151,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
|
137
151
|
form: hit._source.form ?? undefined,
|
|
138
152
|
filing_date: hit._source.file_date,
|
|
139
153
|
period_ending: hit._source.period_ending ?? undefined,
|
|
140
|
-
company_name: hit._source.display_names?.[0] || '',
|
|
154
|
+
company_name: cleanCompanyName(hit._source.display_names?.[0] || ''),
|
|
141
155
|
cik: hit._source.ciks?.[0] || '',
|
|
142
156
|
file_description: hit._source.file_description ?? undefined,
|
|
143
157
|
sic: hit._source.sics?.[0] ?? undefined,
|
|
@@ -160,11 +174,14 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
|
160
174
|
return { total, total_is_exact: totalIsExact, results, form_distribution: formDistribution };
|
|
161
175
|
},
|
|
162
176
|
format: (result) => {
|
|
163
|
-
const
|
|
177
|
+
const exactness = result.total_is_exact ? 'exact' : 'capped at 10,000';
|
|
178
|
+
const lines = [`Found ${result.total} filings (${exactness})`];
|
|
164
179
|
for (const r of result.results) {
|
|
165
180
|
const period = r.period_ending ? ` (period: ${r.period_ending})` : '';
|
|
166
181
|
const desc = r.file_description ? ` — ${r.file_description}` : '';
|
|
167
|
-
|
|
182
|
+
const sic = r.sic ? ` | SIC ${r.sic}` : '';
|
|
183
|
+
const loc = r.location ? ` | ${r.location}` : '';
|
|
184
|
+
lines.push(`- ${r.form ?? 'N/A'} ${r.filing_date}${period} — ${r.company_name} (CIK ${r.cik})${sic}${loc}${desc} [${r.accession_number}]`);
|
|
168
185
|
}
|
|
169
186
|
if (result.form_distribution) {
|
|
170
187
|
const dist = Object.entries(result.form_distribution)
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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|
|
1
|
+
{"version":3,"file":"search-filings.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,eAAe,EAAE,MAAM,+BAA+B,CAAC;AAChE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAE3E;;;;GAIG;AACH,SAAS,gBAAgB,CAAC,WAAmB;IAC3C,OAAO,WAAW;SACf,OAAO,CAAC,oBAAoB,EAAE,EAAE,CAAC;SACjC,OAAO,CAAC,0BAA0B,EAAE,EAAE,CAAC;SACvC,OAAO,CAAC,MAAM,EAAE,GAAG,CAAC;SACpB,IAAI,EAAE,CAAC;AACZ,CAAC;AAED;;;GAGG;AACH,KAAK,UAAU,sBAAsB,CACnC,KAAa;IAEb,MAAM,WAAW,GAAG,KAAK,CAAC,KAAK,CAAC,iBAAiB,CAAC,CAAC;IACnD,MAAM,QAAQ,GAAG,KAAK,CAAC,KAAK,CAAC,cAAc,CAAC,CAAC;IAE7C,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;IAEjC,IAAI,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QACrB,MAAM,KAAK,GAAG,WAAW,CAAC,CAAC,CAAC,CAAC;QAC7B,MAAM,MAAM,GAAG,WAAW,CAAC,CAAC,CAAC,CAAC;QAC9B,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,MAAM,CAAC,CAAC;QAC9C,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,KAAK,EAAE,IAAI,EAAE,CAAC;YAChB,OAAO;gBACL,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,IAAI,KAAK,CAAC,IAAI,GAAG,CAAC,CAAC,IAAI,EAAE;gBACrD,SAAS,EAAE,KAAK,CAAC,GAAG;aACrB,CAAC;QACJ,CAAC;QACD,OAAO,EAAE,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,EAAE,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC;IACpD,CAAC;IAED,IAAI,QAAQ,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QAClB,MAAM,KAAK,GAAG,QAAQ,CAAC,CAAC,CAAC,CAAC;QAC1B,MAAM,MAAM,GAAG,QAAQ,CAAC,CAAC,CAAC,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC,CAAC;QACxC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,MAAM,CAAC,CAAC;QAC9C,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,KAAK,EAAE,IAAI,EAAE,CAAC;YAChB,OAAO;gBACL,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,IAAI,KAAK,CAAC,IAAI,GAAG,CAAC,CAAC,IAAI,EAAE;gBACrD,SAAS,EAAE,MAAM;aAClB,CAAC;QACJ,CAAC;QACD,OAAO,EAAE,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,EAAE,CAAC,CAAC,IAAI,EAAE,EAAE,SAAS,EAAE,MAAM,EAAE,CAAC;IACvE,CAAC;IAED,OAAO,EAAE,KAAK,EAAE,CAAC;AACnB,CAAC;AAED,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,iLAAiL;IACnL,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,KAAK,EAAE,CAAC;aACL,MAAM,EAAE;aACR,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CACP,6PAA6P,CAC9P;QACH,KAAK,EAAE,CAAC;aACL,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,EAAE;aACV,QAAQ,CACP,uGAAuG,CACxG;QACH,UAAU,EAAE,CAAC;aACV,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,qGAAqG,CACtG;QACH,QAAQ,EAAE,CAAC;aACR,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,mGAAmG,CACpG;QACH,KAAK,EAAE,CAAC;aACL,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,GAAG,CAAC;aACR,OAAO,CAAC,EAAE,CAAC;aACX,QAAQ,CAAC,kEAAkE,CAAC;QAC/E,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,IAAI,CAAC;aACT,OAAO,CAAC,CAAC,CAAC;aACV,QAAQ,CACP,4IAA4I,CAC7I;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4CAA4C,CAAC;QACxE,cAAc,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QAC7E,OAAO,EAAE,CAAC;aACP,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CAAC,mDAAmD,CAAC;YAChE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,YAAY,CAAC;YAClD,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,aAAa,CAAC;YAC/C,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mBAAmB,CAAC;YAClE,YAAY,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;YACxD,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;YACxC,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,uBAAuB,CAAC;YACzE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,WAAW,CAAC;YAChD,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,oBAAoB,CAAC;SAC/D,CAAC;aACD,QAAQ,CAAC,0DAA0D,CAAC,CACxE;aACA,QAAQ,CAAC,mBAAmB,CAAC;QAChC,iBAAiB,EAAE,CAAC;aACjB,MAAM,CAAC,CAAC,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC;aAC9B,QAAQ,EAAE;aACV,QAAQ,CAAC,iEAAiE,CAAC;KAC/E,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,uCAAuC;QACvC,IAAI,CAAC,KAAK,CAAC,UAAU,IAAI,CAAC,KAAK,CAAC,QAAQ,CAAC,IAAI,CAAC,CAAC,KAAK,CAAC,UAAU,IAAI,KAAK,CAAC,QAAQ,CAAC,EAAE,CAAC;YACnF,MAAM,eAAe,CAAC,mEAAmE,CAAC,CAAC;QAC7F,CAAC;QAED,oFAAoF;QACpF,MAAM,EAAE,KAAK,EAAE,SAAS,EAAE,GAAG,MAAM,sBAAsB,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC;QAEvE,6EAA6E;QAC7E,MAAM,SAAS,GAAG,SAAS,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,KAAK,CAAC,KAAK,CAAC;QAEhD,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QACjC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,aAAa,CAAC;YACvC,KAAK;YACL,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,SAAS,EAAE,KAAK,CAAC,UAAU;YAC3B,OAAO,EAAE,KAAK,CAAC,QAAQ;YACvB,IAAI,EAAE,KAAK,CAAC,MAAM;YAClB,IAAI,EAAE,SAAS;SAChB,CAAC,CAAC;QAEH,IAAI,KAAK,GAAG,QAAQ,CAAC,IAAI,CAAC,KAAK,CAAC,KAAK,CAAC;QACtC,IAAI,YAAY,GAAG,QAAQ,CAAC,IAAI,CAAC,KAAK,CAAC,QAAQ,KAAK,IAAI,CAAC;QAEzD,6EAA6E;QAC7E,8DAA8D;QAC9D,IAAI,IAAI,GAAG,QAAQ,CAAC,IAAI,CAAC,IAAI,CAAC;QAE9B,2DAA2D;QAC3D,IAAI,SAAS,EAAE,CAAC;YACd,IAAI,GAAG,IAAI,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,OAAO,CAAC,IAAI,EAAE,QAAQ,CAAC,SAAS,CAAC,CAAC,CAAC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|
|
@@ -11,8 +11,6 @@ declare class EdgarApiService {
|
|
|
11
11
|
private tickerCache;
|
|
12
12
|
private throttleQueue;
|
|
13
13
|
constructor();
|
|
14
|
-
/** Rate-limited, retried fetch with User-Agent header. */
|
|
15
|
-
fetch(url: string): Promise<Response>;
|
|
16
14
|
/** Fetch and parse JSON, throwing on non-OK responses. */
|
|
17
15
|
fetchJson<T>(url: string): Promise<T>;
|
|
18
16
|
/** Fetch JSON, returning `null` on 404 and throwing on other non-OK responses. */
|
|
@@ -55,6 +53,11 @@ declare class EdgarApiService {
|
|
|
55
53
|
tryGetCompanyConcept(cik: string, taxonomy: string, tag: string): Promise<CompanyConceptResponse | null>;
|
|
56
54
|
/** Fetch cross-company frame data. Returns `null` if no companies report this combination. */
|
|
57
55
|
tryGetFrames(taxonomy: string, tag: string, unit: string, period: string): Promise<FramesResponse | null>;
|
|
56
|
+
/**
|
|
57
|
+
* Rate-limited fetch with retry/backoff. Returns the response on 2xx or 404;
|
|
58
|
+
* throws `serviceUnavailable` on other non-OK statuses after retries are exhausted.
|
|
59
|
+
*/
|
|
60
|
+
private rawFetch;
|
|
58
61
|
/**
|
|
59
62
|
* Serialize throttle checks through a promise chain so concurrent callers
|
|
60
63
|
* can't observe a stale `lastRequestAt` and fire in parallel within one window.
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"edgar-api-service.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/edgar-api-service.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAIH,OAAO,KAAK,EACV,QAAQ,EACR,sBAAsB,EACtB,YAAY,EACZ,WAAW,EACX,cAAc,EACd,mBAAmB,EAEpB,MAAM,YAAY,CAAC;
|
|
1
|
+
{"version":3,"file":"edgar-api-service.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/edgar-api-service.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAIH,OAAO,KAAK,EACV,QAAQ,EACR,sBAAsB,EACtB,YAAY,EACZ,WAAW,EACX,cAAc,EACd,mBAAmB,EAEpB,MAAM,YAAY,CAAC;AAcpB,cAAM,eAAe;IACnB,OAAO,CAAC,aAAa,CAAK;IAC1B,OAAO,CAAC,aAAa,CAAS;IAC9B,OAAO,CAAC,WAAW,CAA0B;IAC7C,OAAO,CAAC,aAAa,CAAoC;;IAOzD,0DAA0D;IACpD,SAAS,CAAC,CAAC,EAAE,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,CAAC,CAAC;IAQ3C,kFAAkF;IAC5E,YAAY,CAAC,CAAC,EAAE,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,CAAC,GAAG,IAAI,CAAC;IAKrD,sDAAsD;IAChD,SAAS,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAQ7C,sFAAsF;IAChF,YAAY,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC;IAOvD;;;;;OAKG;IACG,UAAU,CAAC,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,QAAQ,GAAG,QAAQ,EAAE,CAAC;IAiD/D,2CAA2C;IACrC,WAAW,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,GAAG,SAAS,CAAC;IAO3D,cAAc,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,mBAAmB,CAAC;IAOzD,aAAa,CAAC,MAAM,EAAE;QACpB,KAAK,EAAE,MAAM,CAAC;QACd,KAAK,CAAC,EAAE,MAAM,EAAE,GAAG,SAAS,CAAC;QAC7B,SAAS,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC/B,OAAO,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC7B,IAAI,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC1B,IAAI,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;KAC3B,GAAG,OAAO,CAAC,YAAY,CAAC;IAezB;;;OAGG;IACG,cAAc,CAAC,eAAe,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,EAAE,CAAC;IAoBhE,oFAAoF;IACpF,iBAAiB,CAAC,GAAG,EAAE,MAAM,EAAE,eAAe,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,GAAG,IAAI,CAAC;IAQpF,iBAAiB,CAAC,GAAG,EAAE,MAAM,EAAE,eAAe,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAQ1F;;OAEG;IACH,oBAAoB,CAClB,GAAG,EAAE,MAAM,EACX,eAAe,EAAE,MAAM,EACvB,QAAQ,EAAE,MAAM,GACf,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC;IAQzB,6FAA6F;IAC7F,oBAAoB,CAClB,GAAG,EAAE,MAAM,EACX,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,GACV,OAAO,CAAC,sBAAsB,GAAG,IAAI,CAAC;IAOzC,8FAA8F;IAC9F,YAAY,CACV,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,EACX,IAAI,EAAE,MAAM,EACZ,MAAM,EAAE,MAAM,GACb,OAAO,CAAC,cAAc,GAAG,IAAI,CAAC;IAQjC;;;OAGG;YACW,QAAQ;IA6BtB;;;OAGG;IACH,OAAO,CAAC,QAAQ;YAcF,cAAc;CA8B7B;AASD,wBAAgB,mBAAmB,IAAI,IAAI,CAE1C;AAED,wBAAgB,kBAAkB,IAAI,eAAe,CAIpD"}
|
|
@@ -8,6 +8,7 @@ import { serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
|
|
|
8
8
|
import { getServerConfig } from '../../config/server-config.js';
|
|
9
9
|
const MAX_RETRIES = 3;
|
|
10
10
|
const BASE_BACKOFF_MS = 1000;
|
|
11
|
+
const RETRYABLE_STATUSES = new Set([429, 500, 502, 503, 504]);
|
|
11
12
|
class EdgarApiService {
|
|
12
13
|
lastRequestAt = 0;
|
|
13
14
|
minIntervalMs;
|
|
@@ -17,91 +18,31 @@ class EdgarApiService {
|
|
|
17
18
|
const config = getServerConfig();
|
|
18
19
|
this.minIntervalMs = Math.ceil(1000 / config.rateLimitRps);
|
|
19
20
|
}
|
|
20
|
-
/** Rate-limited, retried fetch with User-Agent header. */
|
|
21
|
-
async fetch(url) {
|
|
22
|
-
const config = getServerConfig();
|
|
23
|
-
for (let attempt = 0; attempt < MAX_RETRIES; attempt++) {
|
|
24
|
-
await this.throttle();
|
|
25
|
-
const response = await globalThis.fetch(url, {
|
|
26
|
-
headers: { 'User-Agent': config.userAgent, Accept: 'application/json' },
|
|
27
|
-
});
|
|
28
|
-
if (response.ok)
|
|
29
|
-
return response;
|
|
30
|
-
const retryable = response.status === 429 ||
|
|
31
|
-
response.status === 500 ||
|
|
32
|
-
response.status === 502 ||
|
|
33
|
-
response.status === 503 ||
|
|
34
|
-
response.status === 504;
|
|
35
|
-
if (retryable && attempt < MAX_RETRIES - 1) {
|
|
36
|
-
const delay = BASE_BACKOFF_MS * 2 ** attempt;
|
|
37
|
-
await sleep(delay);
|
|
38
|
-
continue;
|
|
39
|
-
}
|
|
40
|
-
if (response.status === 404)
|
|
41
|
-
return response;
|
|
42
|
-
const host = new URL(url).hostname;
|
|
43
|
-
const hint = response.status === 403
|
|
44
|
-
? `. This may indicate ${host} is blocking requests — check EDGAR_USER_AGENT format ("AppName contact@email.com") or retry later.`
|
|
45
|
-
: '';
|
|
46
|
-
throw serviceUnavailable(`SEC EDGAR API returned ${response.status}: ${response.statusText} (${host})${hint}`, { url, status: response.status });
|
|
47
|
-
}
|
|
48
|
-
throw serviceUnavailable('SEC EDGAR API request failed after retries', { url });
|
|
49
|
-
}
|
|
50
21
|
/** Fetch and parse JSON, throwing on non-OK responses. */
|
|
51
22
|
async fetchJson(url) {
|
|
52
|
-
const response = await this.
|
|
53
|
-
if (
|
|
54
|
-
throw serviceUnavailable(`SEC EDGAR API returned
|
|
55
|
-
url,
|
|
56
|
-
status: response.status,
|
|
57
|
-
});
|
|
23
|
+
const response = await this.rawFetch(url, true);
|
|
24
|
+
if (response.status === 404) {
|
|
25
|
+
throw serviceUnavailable(`SEC EDGAR API returned 404 for ${url}`, { url, status: 404 });
|
|
58
26
|
}
|
|
59
27
|
return response.json();
|
|
60
28
|
}
|
|
61
29
|
/** Fetch JSON, returning `null` on 404 and throwing on other non-OK responses. */
|
|
62
30
|
async tryFetchJson(url) {
|
|
63
|
-
const response = await this.
|
|
64
|
-
|
|
65
|
-
return null;
|
|
66
|
-
if (!response.ok) {
|
|
67
|
-
throw serviceUnavailable(`SEC EDGAR API returned ${response.status} for ${url}`, {
|
|
68
|
-
url,
|
|
69
|
-
status: response.status,
|
|
70
|
-
});
|
|
71
|
-
}
|
|
72
|
-
return response.json();
|
|
31
|
+
const response = await this.rawFetch(url, true);
|
|
32
|
+
return response.status === 404 ? null : response.json();
|
|
73
33
|
}
|
|
74
34
|
/** Fetch raw text content (HTML filing documents). */
|
|
75
35
|
async fetchText(url) {
|
|
76
|
-
await this.
|
|
77
|
-
|
|
78
|
-
|
|
79
|
-
headers: { 'User-Agent': config.userAgent },
|
|
80
|
-
});
|
|
81
|
-
if (!response.ok) {
|
|
82
|
-
throw serviceUnavailable(`SEC EDGAR returned ${response.status} for ${url}`, {
|
|
83
|
-
url,
|
|
84
|
-
status: response.status,
|
|
85
|
-
});
|
|
36
|
+
const response = await this.rawFetch(url, false);
|
|
37
|
+
if (response.status === 404) {
|
|
38
|
+
throw serviceUnavailable(`SEC EDGAR returned 404 for ${url}`, { url, status: 404 });
|
|
86
39
|
}
|
|
87
40
|
return response.text();
|
|
88
41
|
}
|
|
89
42
|
/** Fetch raw text content, returning `null` on 404 and throwing on other failures. */
|
|
90
43
|
async tryFetchText(url) {
|
|
91
|
-
await this.
|
|
92
|
-
|
|
93
|
-
const response = await globalThis.fetch(url, {
|
|
94
|
-
headers: { 'User-Agent': config.userAgent },
|
|
95
|
-
});
|
|
96
|
-
if (response.status === 404)
|
|
97
|
-
return null;
|
|
98
|
-
if (!response.ok) {
|
|
99
|
-
throw serviceUnavailable(`SEC EDGAR returned ${response.status} for ${url}`, {
|
|
100
|
-
url,
|
|
101
|
-
status: response.status,
|
|
102
|
-
});
|
|
103
|
-
}
|
|
104
|
-
return response.text();
|
|
44
|
+
const response = await this.rawFetch(url, false);
|
|
45
|
+
return response.status === 404 ? null : response.text();
|
|
105
46
|
}
|
|
106
47
|
// --- CIK Resolution ---
|
|
107
48
|
/**
|
|
@@ -228,6 +169,31 @@ class EdgarApiService {
|
|
|
228
169
|
return this.tryFetchJson(`https://data.sec.gov/api/xbrl/frames/${taxonomy}/${tag}/${unit}/${period}.json`);
|
|
229
170
|
}
|
|
230
171
|
// --- Internals ---
|
|
172
|
+
/**
|
|
173
|
+
* Rate-limited fetch with retry/backoff. Returns the response on 2xx or 404;
|
|
174
|
+
* throws `serviceUnavailable` on other non-OK statuses after retries are exhausted.
|
|
175
|
+
*/
|
|
176
|
+
async rawFetch(url, acceptJson) {
|
|
177
|
+
const headers = { 'User-Agent': getServerConfig().userAgent };
|
|
178
|
+
if (acceptJson)
|
|
179
|
+
headers.Accept = 'application/json';
|
|
180
|
+
for (let attempt = 0; attempt < MAX_RETRIES; attempt++) {
|
|
181
|
+
await this.throttle();
|
|
182
|
+
const response = await globalThis.fetch(url, { headers });
|
|
183
|
+
if (response.ok || response.status === 404)
|
|
184
|
+
return response;
|
|
185
|
+
if (RETRYABLE_STATUSES.has(response.status) && attempt < MAX_RETRIES - 1) {
|
|
186
|
+
await sleep(BASE_BACKOFF_MS * 2 ** attempt);
|
|
187
|
+
continue;
|
|
188
|
+
}
|
|
189
|
+
const host = new URL(url).hostname;
|
|
190
|
+
const hint = response.status === 403
|
|
191
|
+
? `. This may indicate ${host} is blocking requests — check EDGAR_USER_AGENT format ("AppName contact@email.com") or retry later.`
|
|
192
|
+
: '';
|
|
193
|
+
throw serviceUnavailable(`SEC EDGAR API returned ${response.status}: ${response.statusText} (${host})${hint}`, { url, status: response.status });
|
|
194
|
+
}
|
|
195
|
+
throw serviceUnavailable('SEC EDGAR API request failed after retries', { url });
|
|
196
|
+
}
|
|
231
197
|
/**
|
|
232
198
|
* Serialize throttle checks through a promise chain so concurrent callers
|
|
233
199
|
* can't observe a stale `lastRequestAt` and fire in parallel within one window.
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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1
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+
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|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@cyanheads/secedgar-mcp-server",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.4.0",
|
|
4
4
|
"description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
|
|
5
5
|
"mcpName": "io.github.cyanheads/secedgar-mcp-server",
|
|
6
6
|
"type": "module",
|
|
@@ -68,18 +68,18 @@
|
|
|
68
68
|
"access": "public"
|
|
69
69
|
},
|
|
70
70
|
"dependencies": {
|
|
71
|
-
"@cyanheads/mcp-ts-core": "^0.
|
|
71
|
+
"@cyanheads/mcp-ts-core": "^0.7.0",
|
|
72
72
|
"html-to-text": "^9.0.5",
|
|
73
73
|
"pino-pretty": "^13.1.3"
|
|
74
74
|
},
|
|
75
75
|
"devDependencies": {
|
|
76
|
-
"@biomejs/biome": "^2.4.
|
|
76
|
+
"@biomejs/biome": "^2.4.13",
|
|
77
77
|
"@types/html-to-text": "^9.0.4",
|
|
78
78
|
"@types/node": "^25.6.0",
|
|
79
79
|
"depcheck": "^1.4.7",
|
|
80
80
|
"ignore": "^7.0.5",
|
|
81
81
|
"tsc-alias": "^1.8.16",
|
|
82
82
|
"typescript": "^6.0.3",
|
|
83
|
-
"vitest": "^4.1.
|
|
83
|
+
"vitest": "^4.1.5"
|
|
84
84
|
}
|
|
85
85
|
}
|
package/server.json
CHANGED
|
@@ -6,7 +6,7 @@
|
|
|
6
6
|
"url": "https://github.com/cyanheads/secedgar-mcp-server",
|
|
7
7
|
"source": "github"
|
|
8
8
|
},
|
|
9
|
-
"version": "0.
|
|
9
|
+
"version": "0.4.0",
|
|
10
10
|
"remotes": [
|
|
11
11
|
{
|
|
12
12
|
"type": "streamable-http",
|
|
@@ -19,7 +19,7 @@
|
|
|
19
19
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
20
20
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
21
21
|
"runtimeHint": "bun",
|
|
22
|
-
"version": "0.
|
|
22
|
+
"version": "0.4.0",
|
|
23
23
|
"environmentVariables": [
|
|
24
24
|
{
|
|
25
25
|
"name": "EDGAR_USER_AGENT",
|
|
@@ -44,7 +44,7 @@
|
|
|
44
44
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
45
45
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
46
46
|
"runtimeHint": "bun",
|
|
47
|
-
"version": "0.
|
|
47
|
+
"version": "0.4.0",
|
|
48
48
|
"environmentVariables": [
|
|
49
49
|
{
|
|
50
50
|
"name": "EDGAR_USER_AGENT",
|
|
@@ -73,6 +73,12 @@
|
|
|
73
73
|
"isRequired": false,
|
|
74
74
|
"default": "/mcp"
|
|
75
75
|
},
|
|
76
|
+
{
|
|
77
|
+
"name": "MCP_PUBLIC_URL",
|
|
78
|
+
"description": "Public-facing origin override for TLS-terminating proxies (e.g., https://mcp.example.com). Leave unset for direct deployments.",
|
|
79
|
+
"format": "string",
|
|
80
|
+
"isRequired": false
|
|
81
|
+
},
|
|
76
82
|
{
|
|
77
83
|
"name": "MCP_AUTH_MODE",
|
|
78
84
|
"description": "Authentication mode to use: 'none', 'jwt', or 'oauth'.",
|