@cyanheads/secedgar-mcp-server 0.3.0 → 0.4.1
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/dist/mcp-server/resources/definitions/concepts.resource.d.ts +1 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.d.ts.map +1 -1
- package/dist/mcp-server/resources/definitions/filing-types.resource.d.ts +1 -1
- package/dist/mcp-server/resources/definitions/filing-types.resource.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/company-search.tool.d.ts +12 -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 +32 -7
- package/dist/mcp-server/tools/definitions/company-search.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/compare-metric.tool.d.ts +12 -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 +33 -7
- package/dist/mcp-server/tools/definitions/compare-metric.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts +17 -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 +54 -11
- package/dist/mcp-server/tools/definitions/get-filing.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts +23 -2
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.js +57 -12
- package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts +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 +4 -2
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts +7 -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 +14 -4
- package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
- package/dist/services/edgar/concept-map.d.ts.map +1 -1
- package/dist/services/edgar/concept-map.js +17 -0
- package/dist/services/edgar/concept-map.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 +41 -71
- package/dist/services/edgar/edgar-api-service.js.map +1 -1
- package/package.json +7 -7
- package/server.json +9 -3
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@@ -5,5 +5,5 @@
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*/
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export declare const conceptsResource: import("@cyanheads/mcp-ts-core").ResourceDefinition<import("zod").ZodObject<Readonly<{
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[k: string]: import("zod/v4/core").$ZodType<unknown, unknown, import("zod/v4/core").$ZodTypeInternals<unknown, unknown>>;
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}>, import("zod/v4/core").$strip>, undefined>;
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}>, import("zod/v4/core").$strip>, undefined, undefined>;
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//# sourceMappingURL=concepts.resource.d.ts.map
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@@ -1 +1 @@
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{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;
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{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDAmD3B,CAAC"}
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@@ -4,5 +4,5 @@
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*/
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export declare const filingTypesResource: import("@cyanheads/mcp-ts-core").ResourceDefinition<import("zod").ZodObject<Readonly<{
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[k: string]: import("zod/v4/core").$ZodType<unknown, unknown, import("zod/v4/core").$ZodTypeInternals<unknown, unknown>>;
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}>, import("zod/v4/core").$strip>, undefined>;
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}>, import("zod/v4/core").$strip>, undefined, undefined>;
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//# sourceMappingURL=filing-types.resource.d.ts.map
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{"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAsEH,eAAO,MAAM,mBAAmB;;
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{"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAsEH,eAAO,MAAM,mBAAmB;;wDA+B9B,CAAC"}
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* @module mcp-server/tools/definitions/company-search
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*/
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import { z } from '@cyanheads/mcp-ts-core';
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import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
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export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
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query: z.ZodString;
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include_filings: z.ZodDefault<z.ZodBoolean>;
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@@ -27,5 +28,15 @@ export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDef
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description: z.ZodOptional<z.ZodString>;
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}, z.core.$strip>>>;
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total_filings: z.ZodOptional<z.ZodNumber>;
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}, z.core.$strip
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}, z.core.$strip>, readonly [{
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readonly reason: "no_match";
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readonly code: JsonRpcErrorCode.NotFound;
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readonly when: "No company matches the query";
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readonly recovery: "Try a ticker symbol, full company name, or 10-digit CIK.";
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}, {
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readonly reason: "multiple_matches";
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readonly code: JsonRpcErrorCode.NotFound;
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readonly when: "Query is ambiguous and matches several companies";
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readonly recovery: "Specify a ticker symbol for an exact match instead of a name fragment.";
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}]>;
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//# sourceMappingURL=company-search.tool.d.ts.map
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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;
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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;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAYjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAiL5B,CAAC"}
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* @module mcp-server/tools/definitions/company-search
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*/
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import { tool, z } from '@cyanheads/mcp-ts-core';
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import {
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import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
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import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
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export const companySearchTool = tool('secedgar_company_search', {
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description: 'Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details.',
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annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
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errors: [
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{
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reason: 'no_match',
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code: JsonRpcErrorCode.NotFound,
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when: 'No company matches the query',
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recovery: 'Try a ticker symbol, full company name, or 10-digit CIK.',
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},
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{
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reason: 'multiple_matches',
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code: JsonRpcErrorCode.NotFound,
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when: 'Query is ambiguous and matches several companies',
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recovery: 'Specify a ticker symbol for an exact match instead of a name fragment.',
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},
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],
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input: z.object({
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query: z
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.string()
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@@ -40,14 +54,16 @@ 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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const resolved = await api.resolveCik(input.query);
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if (Array.isArray(resolved)) {
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if (resolved.length === 0) {
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throw
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throw ctx.fail('no_match', `No company found for '${input.query}'.`, {
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...ctx.recoveryFor('no_match'),
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});
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}
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if (resolved.length > 1) {
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const matches = resolved
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.map((m) => `${m.ticker ?? m.cik} (${m.name ?? 'Unknown'})`)
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.join(', ');
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throw
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throw ctx.fail('multiple_matches', `Multiple matches for '${input.query}': ${matches}.`, {
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...ctx.recoveryFor('multiple_matches'),
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query: input.query,
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matches: resolved.map((m) => ({ cik: m.cik, name: m.name, ticker: m.ticker })),
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});
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}
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}
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const match = Array.isArray(resolved) ? resolved[0] : resolved;
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throw
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if (!match) {
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throw ctx.fail('no_match', `No company found for '${input.query}'.`, {
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...ctx.recoveryFor('no_match'),
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});
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}
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const submissions = await api.getSubmissions(match.cik);
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ctx.log.info('Company resolved', {
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query: input.query,
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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,
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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,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,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,MAAM,EAAE;QACN;YACE,MAAM,EAAE,UAAU;YAClB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,8BAA8B;YACpC,QAAQ,EAAE,0DAA0D;SACrE;QACD;YACE,MAAM,EAAE,kBAAkB;YAC1B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,kDAAkD;YACxD,QAAQ,EAAE,wEAAwE;SACnF;KACF;IAED,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,GAAG,CAAC,IAAI,CAAC,UAAU,EAAE,yBAAyB,KAAK,CAAC,KAAK,IAAI,EAAE;oBACnE,GAAG,GAAG,CAAC,WAAW,CAAC,UAAU,CAAC;iBAC/B,CAAC,CAAC;YACL,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,GAAG,CAAC,IAAI,CAAC,kBAAkB,EAAE,yBAAyB,KAAK,CAAC,KAAK,MAAM,OAAO,GAAG,EAAE;oBACvF,GAAG,GAAG,CAAC,WAAW,CAAC,kBAAkB,CAAC;oBACtC,KAAK,EAAE,KAAK,CAAC,KAAK;oBAClB,OAAO,EAAE,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,EAAE,GAAG,EAAE,CAAC,CAAC,GAAG,EAAE,IAAI,EAAE,CAAC,CAAC,IAAI,EAAE,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC;iBAC/E,CAAC,CAAC;YACL,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,EAAE,CAAC;YACX,MAAM,GAAG,CAAC,IAAI,CAAC,UAAU,EAAE,yBAAyB,KAAK,CAAC,KAAK,IAAI,EAAE;gBACnE,GAAG,GAAG,CAAC,WAAW,CAAC,UAAU,CAAC;aAC/B,CAAC,CAAC;QACL,CAAC;QACD,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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@@ -3,6 +3,7 @@
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* @module mcp-server/tools/definitions/compare-metric
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*/
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import { z } from '@cyanheads/mcp-ts-core';
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import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
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export declare const compareMetricTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
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concept: z.ZodString;
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period: z.ZodString;
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@@ -33,5 +34,15 @@ export declare const compareMetricTool: import("@cyanheads/mcp-ts-core").ToolDef
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period_end: z.ZodString;
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accession_number: z.ZodString;
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}, z.core.$strip>>;
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-
}, z.core.$strip
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}, z.core.$strip>, readonly [{
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readonly reason: "unknown_concept";
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readonly code: JsonRpcErrorCode.NotFound;
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40
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readonly when: "The concept input does not match a friendly name and SEC frames returned no data";
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+
readonly recovery: "Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.";
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}, {
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readonly reason: "no_data";
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44
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+
readonly code: JsonRpcErrorCode.NotFound;
|
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45
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+
readonly when: "Concept resolves but no companies report this metric for the requested period and unit";
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46
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+
readonly recovery: "Check duration vs instant period, unit, and that the period exists post-CY2009.";
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47
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+
}]>;
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37
48
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//# sourceMappingURL=compare-metric.tool.d.ts.map
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@@ -1 +1 @@
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1
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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;
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1
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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;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAIjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAgK5B,CAAC"}
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@@ -3,12 +3,26 @@
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3
3
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* @module mcp-server/tools/definitions/compare-metric
|
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4
4
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*/
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5
5
|
import { tool, z } from '@cyanheads/mcp-ts-core';
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6
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-
import {
|
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6
|
+
import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
|
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7
7
|
import { resolveConcept } from '../../../services/edgar/concept-map.js';
|
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8
8
|
import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
|
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9
9
|
export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
10
10
|
description: 'Compare a financial metric across all reporting companies for a specific period. Uses the same friendly concept names as secedgar_get_financials (e.g., "revenue", "assets").',
|
|
11
11
|
annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
|
|
12
|
+
errors: [
|
|
13
|
+
{
|
|
14
|
+
reason: 'unknown_concept',
|
|
15
|
+
code: JsonRpcErrorCode.NotFound,
|
|
16
|
+
when: 'The concept input does not match a friendly name and SEC frames returned no data',
|
|
17
|
+
recovery: 'Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.',
|
|
18
|
+
},
|
|
19
|
+
{
|
|
20
|
+
reason: 'no_data',
|
|
21
|
+
code: JsonRpcErrorCode.NotFound,
|
|
22
|
+
when: 'Concept resolves but no companies report this metric for the requested period and unit',
|
|
23
|
+
recovery: 'Check duration vs instant period, unit, and that the period exists post-CY2009.',
|
|
24
|
+
},
|
|
25
|
+
],
|
|
12
26
|
input: z.object({
|
|
13
27
|
concept: z
|
|
14
28
|
.string()
|
|
@@ -33,7 +47,8 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
33
47
|
label: z.string().describe('Human-readable concept label.'),
|
|
34
48
|
total_companies: z.number().describe('Total companies reporting this metric for this period.'),
|
|
35
49
|
data: z
|
|
36
|
-
.array(z
|
|
50
|
+
.array(z
|
|
51
|
+
.object({
|
|
37
52
|
rank: z.number().describe('Rank in sorted order.'),
|
|
38
53
|
company_name: z.string().describe('Entity name.'),
|
|
39
54
|
cik: z.string().describe('Company CIK.'),
|
|
@@ -42,7 +57,8 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
42
57
|
location: z.string().optional().describe('Business location.'),
|
|
43
58
|
period_end: z.string().describe('Period end date.'),
|
|
44
59
|
accession_number: z.string().describe('Source filing for secedgar_get_filing.'),
|
|
45
|
-
})
|
|
60
|
+
})
|
|
61
|
+
.describe("One company's reported value for this metric and period."))
|
|
46
62
|
.describe('Ranked companies for this metric.'),
|
|
47
63
|
}),
|
|
48
64
|
async handler(input, ctx) {
|
|
@@ -57,10 +73,20 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
57
73
|
const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period);
|
|
58
74
|
if (!framesResponse) {
|
|
59
75
|
// Distinguish unknown concept (no mapping + 404) from valid concept with no data
|
|
60
|
-
|
|
61
|
-
|
|
62
|
-
|
|
63
|
-
|
|
76
|
+
if (!mapping) {
|
|
77
|
+
throw ctx.fail('unknown_concept', `Unknown concept '${input.concept}'.`, {
|
|
78
|
+
...ctx.recoveryFor('unknown_concept'),
|
|
79
|
+
concept: input.concept,
|
|
80
|
+
});
|
|
81
|
+
}
|
|
82
|
+
throw ctx.fail('no_data', `No data for ${label}/${unit}/${input.period}.`, {
|
|
83
|
+
recovery: {
|
|
84
|
+
hint: 'Check duration vs. instant period (add "I" for balance sheet items), correct unit (USD-per-shares for EPS), and period exists (data starts ~CY2009).',
|
|
85
|
+
},
|
|
86
|
+
concept: tag,
|
|
87
|
+
period: input.period,
|
|
88
|
+
unit,
|
|
89
|
+
});
|
|
64
90
|
}
|
|
65
91
|
// Sort by value
|
|
66
92
|
const sorted = [...framesResponse.data].sort((a, b) => input.sort === 'desc' ? b.val - a.val : a.val - b.val);
|
|
@@ -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,
|
|
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,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,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,MAAM,EAAE;QACN;YACE,MAAM,EAAE,iBAAiB;YACzB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,kFAAkF;YACxF,QAAQ,EAAE,4EAA4E;SACvF;QACD;YACE,MAAM,EAAE,SAAS;YACjB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,wFAAwF;YAC9F,QAAQ,EAAE,iFAAiF;SAC5F;KACF;IAED,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,IAAI,CAAC,OAAO,EAAE,CAAC;gBACb,MAAM,GAAG,CAAC,IAAI,CAAC,iBAAiB,EAAE,oBAAoB,KAAK,CAAC,OAAO,IAAI,EAAE;oBACvE,GAAG,GAAG,CAAC,WAAW,CAAC,iBAAiB,CAAC;oBACrC,OAAO,EAAE,KAAK,CAAC,OAAO;iBACvB,CAAC,CAAC;YACL,CAAC;YACD,MAAM,GAAG,CAAC,IAAI,CAAC,SAAS,EAAE,eAAe,KAAK,IAAI,IAAI,IAAI,KAAK,CAAC,MAAM,GAAG,EAAE;gBACzE,QAAQ,EAAE;oBACR,IAAI,EAAE,sJAAsJ;iBAC7J;gBACD,OAAO,EAAE,GAAG;gBACZ,MAAM,EAAE,KAAK,CAAC,MAAM;gBACpB,IAAI;aACL,CAAC,CAAC;QACL,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"}
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@@ -3,6 +3,7 @@
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3
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* @module mcp-server/tools/definitions/get-filing
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*/
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import { z } from '@cyanheads/mcp-ts-core';
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+
import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
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export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
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accession_number: z.ZodString;
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cik: z.ZodOptional<z.ZodString>;
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@@ -25,5 +26,20 @@ export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinit
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content_truncated: z.ZodBoolean;
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content_total_length: z.ZodNumber;
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filing_url: z.ZodString;
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-
}, z.core.$strip
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+
}, z.core.$strip>, readonly [{
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+
readonly reason: "document_not_found";
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readonly code: JsonRpcErrorCode.NotFound;
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readonly when: "A specific document was requested but not present in the filing archive";
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readonly recovery: "Pick a name from the available_documents list returned in error data.";
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}, {
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readonly reason: "no_documents";
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readonly code: JsonRpcErrorCode.NotFound;
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readonly when: "Filing index lists items but no fetchable primary document was found";
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readonly recovery: "Specify a document name from available_documents in error data.";
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}, {
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40
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readonly reason: "filing_not_found";
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+
readonly code: JsonRpcErrorCode.NotFound;
|
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|
+
readonly when: "No filing matches the accession number under any candidate CIK";
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43
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readonly recovery: "Verify the accession number and pass the company CIK explicitly.";
|
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}]>;
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45
|
//# sourceMappingURL=get-filing.tool.d.ts.map
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@@ -1 +1 @@
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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;
|
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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;AACjD,OAAO,EAAE,gBAAgB,EAAY,MAAM,+BAA+B,CAAC;AAQ3E,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA2KxB,CAAC"}
|
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@@ -3,13 +3,33 @@
|
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3
3
|
* @module mcp-server/tools/definitions/get-filing
|
|
4
4
|
*/
|
|
5
5
|
import { tool, z } from '@cyanheads/mcp-ts-core';
|
|
6
|
-
import {
|
|
6
|
+
import { JsonRpcErrorCode, McpError } from '@cyanheads/mcp-ts-core/errors';
|
|
7
7
|
import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
|
|
8
8
|
import { filingToText } from '../../../services/edgar/filing-to-text.js';
|
|
9
9
|
const MAX_DOCUMENTS_IN_FORMAT = 10;
|
|
10
10
|
export const getFilingTool = tool('secedgar_get_filing', {
|
|
11
11
|
description: "Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text, with option to fetch specific exhibits.",
|
|
12
12
|
annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
|
|
13
|
+
errors: [
|
|
14
|
+
{
|
|
15
|
+
reason: 'document_not_found',
|
|
16
|
+
code: JsonRpcErrorCode.NotFound,
|
|
17
|
+
when: 'A specific document was requested but not present in the filing archive',
|
|
18
|
+
recovery: 'Pick a name from the available_documents list returned in error data.',
|
|
19
|
+
},
|
|
20
|
+
{
|
|
21
|
+
reason: 'no_documents',
|
|
22
|
+
code: JsonRpcErrorCode.NotFound,
|
|
23
|
+
when: 'Filing index lists items but no fetchable primary document was found',
|
|
24
|
+
recovery: 'Specify a document name from available_documents in error data.',
|
|
25
|
+
},
|
|
26
|
+
{
|
|
27
|
+
reason: 'filing_not_found',
|
|
28
|
+
code: JsonRpcErrorCode.NotFound,
|
|
29
|
+
when: 'No filing matches the accession number under any candidate CIK',
|
|
30
|
+
recovery: 'Verify the accession number and pass the company CIK explicitly.',
|
|
31
|
+
},
|
|
32
|
+
],
|
|
13
33
|
input: z.object({
|
|
14
34
|
accession_number: z
|
|
15
35
|
.string()
|
|
@@ -48,11 +68,13 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
48
68
|
period_ending: z.string().optional().describe('Period of report.'),
|
|
49
69
|
primary_document: z.string().describe('Primary document filename.'),
|
|
50
70
|
documents: z
|
|
51
|
-
.array(z
|
|
71
|
+
.array(z
|
|
72
|
+
.object({
|
|
52
73
|
name: z.string().describe('Document filename.'),
|
|
53
74
|
type: z.string().describe('Document type.'),
|
|
54
75
|
size: z.number().optional().describe('File size in bytes.'),
|
|
55
|
-
})
|
|
76
|
+
})
|
|
77
|
+
.describe('One document entry from the filing archive index.'))
|
|
56
78
|
.describe('All documents in this filing. Use the name field with the document input param to fetch exhibits.'),
|
|
57
79
|
content: z.string().describe('Document text content, truncated to content_limit.'),
|
|
58
80
|
content_truncated: z.boolean().describe('True if content was truncated.'),
|
|
@@ -153,16 +175,37 @@ async function resolveFilingArchive(api, accessionNumber, providedCik, requested
|
|
|
153
175
|
continue;
|
|
154
176
|
return { cik, html, index, targetName };
|
|
155
177
|
}
|
|
156
|
-
|
|
157
|
-
|
|
158
|
-
|
|
159
|
-
|
|
160
|
-
|
|
178
|
+
const availableDocuments = lastIndexedItems.map((item) => item.name);
|
|
179
|
+
if (requestedDocument && availableDocuments.length > 0) {
|
|
180
|
+
throw new McpError(JsonRpcErrorCode.NotFound, `Document '${requestedDocument}' not found in this filing.`, {
|
|
181
|
+
reason: 'document_not_found',
|
|
182
|
+
requested_document: requestedDocument,
|
|
183
|
+
available_documents: availableDocuments,
|
|
184
|
+
recovery: {
|
|
185
|
+
hint: `Pick one of: ${availableDocuments.join(', ')}.`,
|
|
186
|
+
},
|
|
187
|
+
});
|
|
161
188
|
}
|
|
162
|
-
if (
|
|
163
|
-
throw
|
|
189
|
+
if (availableDocuments.length > 0) {
|
|
190
|
+
throw new McpError(JsonRpcErrorCode.NotFound, `No primary document found in filing ${accessionNumber}.`, {
|
|
191
|
+
reason: 'no_documents',
|
|
192
|
+
accession_number: accessionNumber,
|
|
193
|
+
available_documents: availableDocuments,
|
|
194
|
+
recovery: {
|
|
195
|
+
hint: `Specify the document input from: ${availableDocuments.join(', ')}.`,
|
|
196
|
+
},
|
|
197
|
+
});
|
|
164
198
|
}
|
|
165
|
-
|
|
199
|
+
const cikSuffix = providedCik ? ` (CIK ${providedCik.padStart(10, '0')})` : '';
|
|
200
|
+
const recoveryHint = providedCik
|
|
201
|
+
? 'Verify the accession number and CIK are correct.'
|
|
202
|
+
: 'Verify the accession number and pass the company CIK explicitly.';
|
|
203
|
+
throw new McpError(JsonRpcErrorCode.NotFound, `Filing '${accessionNumber}' not found${cikSuffix}.`, {
|
|
204
|
+
reason: 'filing_not_found',
|
|
205
|
+
accession_number: accessionNumber,
|
|
206
|
+
cik: providedCik,
|
|
207
|
+
recovery: { hint: recoveryHint },
|
|
208
|
+
});
|
|
166
209
|
}
|
|
167
210
|
async function resolveCandidateCiks(api, accessionNumber, providedCik) {
|
|
168
211
|
if (providedCik)
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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+
{"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,gBAAgB,EAAE,QAAQ,EAAE,MAAM,+BAA+B,CAAC;AAC3E,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,MAAM,EAAE;QACN;YACE,MAAM,EAAE,oBAAoB;YAC5B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,yEAAyE;YAC/E,QAAQ,EAAE,uEAAuE;SAClF;QACD;YACE,MAAM,EAAE,cAAc;YACtB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,sEAAsE;YAC5E,QAAQ,EAAE,iEAAiE;SAC5E;QACD;YACE,MAAM,EAAE,kBAAkB;YAC1B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,gEAAgE;YACtE,QAAQ,EAAE,kEAAkE;SAC7E;KACF;IAED,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,C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|
@@ -4,6 +4,7 @@
|
|
|
4
4
|
* @module mcp-server/tools/definitions/get-financials
|
|
5
5
|
*/
|
|
6
6
|
import { z } from '@cyanheads/mcp-ts-core';
|
|
7
|
+
import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
|
|
7
8
|
export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
|
|
8
9
|
company: z.ZodString;
|
|
9
10
|
concept: z.ZodString;
|
|
@@ -12,7 +13,7 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
|
|
|
12
13
|
"ifrs-full": "ifrs-full";
|
|
13
14
|
dei: "dei";
|
|
14
15
|
}>>;
|
|
15
|
-
period_type: z.
|
|
16
|
+
period_type: z.ZodOptional<z.ZodEnum<{
|
|
16
17
|
annual: "annual";
|
|
17
18
|
quarterly: "quarterly";
|
|
18
19
|
all: "all";
|
|
@@ -36,5 +37,25 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
|
|
|
36
37
|
accession_number: z.ZodString;
|
|
37
38
|
}, z.core.$strip>>;
|
|
38
39
|
tags_tried: z.ZodOptional<z.ZodArray<z.ZodString>>;
|
|
39
|
-
}, z.core.$strip
|
|
40
|
+
}, z.core.$strip>, readonly [{
|
|
41
|
+
readonly reason: "company_not_found";
|
|
42
|
+
readonly code: JsonRpcErrorCode.NotFound;
|
|
43
|
+
readonly when: "The company input does not resolve to a CIK";
|
|
44
|
+
readonly recovery: "Use a ticker symbol or 10-digit CIK number for an exact match.";
|
|
45
|
+
}, {
|
|
46
|
+
readonly reason: "no_concept_data";
|
|
47
|
+
readonly code: JsonRpcErrorCode.NotFound;
|
|
48
|
+
readonly when: "The company does not report any XBRL data for the resolved concept and taxonomy";
|
|
49
|
+
readonly recovery: "Try a raw XBRL tag, switch taxonomy to ifrs-full, or use a related concept.";
|
|
50
|
+
}, {
|
|
51
|
+
readonly reason: "no_frame_data";
|
|
52
|
+
readonly code: JsonRpcErrorCode.NotFound;
|
|
53
|
+
readonly when: "Concept exists but has no frame-aligned (standard calendar period) entries";
|
|
54
|
+
readonly recovery: "Try a related concept that reports against standard calendar periods.";
|
|
55
|
+
}, {
|
|
56
|
+
readonly reason: "no_period_data";
|
|
57
|
+
readonly code: JsonRpcErrorCode.NotFound;
|
|
58
|
+
readonly when: "Concept has data but the period_type filter excluded all of it";
|
|
59
|
+
readonly recovery: "Switch period_type to \"quarterly\" or \"all\" for balance sheet items.";
|
|
60
|
+
}]>;
|
|
40
61
|
//# sourceMappingURL=get-financials.tool.d.ts.map
|
|
@@ -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;
|
|
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;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAKjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAqR5B,CAAC"}
|