npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.4.0 → 0.4.1 - Mend

@cyanheads/secedgar-mcp-server 0.4.0 → 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.

Files changed (35) hide show

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

@@ -5,5 +5,5 @@
  */
 export declare const conceptsResource: import("@cyanheads/mcp-ts-core").ResourceDefinition<import("zod").ZodObject<Readonly<{
     [k: string]: import("zod/v4/core").$ZodType<unknown, unknown, import("zod/v4/core").$ZodTypeInternals<unknown, unknown>>;
-}>, import("zod/v4/core").$strip>, undefined>;
+}>, import("zod/v4/core").$strip>, undefined, undefined>;
 //# sourceMappingURL=concepts.resource.d.ts.map

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

	@@ -1 +1 @@
1	- {"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;~~6CAmD3B~~,CAAC"}
1	+ {"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDAmD3B,CAAC"}

package/dist/mcp-server/resources/definitions/filing-types.resource.d.ts CHANGED Viewed

@@ -4,5 +4,5 @@
  */
 export declare const filingTypesResource: import("@cyanheads/mcp-ts-core").ResourceDefinition<import("zod").ZodObject<Readonly<{
     [k: string]: import("zod/v4/core").$ZodType<unknown, unknown, import("zod/v4/core").$ZodTypeInternals<unknown, unknown>>;
-}>, import("zod/v4/core").$strip>, undefined>;
+}>, import("zod/v4/core").$strip>, undefined, undefined>;
 //# sourceMappingURL=filing-types.resource.d.ts.map

package/dist/mcp-server/resources/definitions/filing-types.resource.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"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;;~~6CA~~+B9B,CAAC"}
1	+ {"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"}

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

@@ -4,6 +4,7 @@
  * @module mcp-server/tools/definitions/company-search
  */
 import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
     query: z.ZodString;
     include_filings: z.ZodDefault<z.ZodBoolean>;
@@ -27,5 +28,15 @@ export declare const companySearchTool: import("@cyanheads/mcp-ts-core").ToolDef
         description: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>>;
     total_filings: z.ZodOptional<z.ZodNumber>;
-}, z.core.$strip>>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "no_match";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "No company matches the query";
+    readonly recovery: "Try a ticker symbol, full company name, or 10-digit CIK.";
+}, {
+    readonly reason: "multiple_matches";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "Query is ambiguous and matches several companies";
+    readonly recovery: "Specify a ticker symbol for an exact match instead of a name fragment.";
+}]>;
 //# sourceMappingURL=company-search.tool.d.ts.map

package/dist/mcp-server/tools/definitions/company-search.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"company-search.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;~~AAajD~~,eAAO,MAAM,iBAAiB~~;;;;;;;;;;;;;;;;;;;;;;;kBA4J5B~~,CAAC"}
1	+ {"version":3,"file":"company-search.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAYjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAiL5B,CAAC"}

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

@@ -4,11 +4,25 @@
  * @module mcp-server/tools/definitions/company-search
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
-import { notFound } from '@cyanheads/mcp-ts-core/errors';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 export const companySearchTool = tool('secedgar_company_search', {
     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.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    errors: [
+        {
+            reason: 'no_match',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'No company matches the query',
+            recovery: 'Try a ticker symbol, full company name, or 10-digit CIK.',
+        },
+        {
+            reason: 'multiple_matches',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'Query is ambiguous and matches several companies',
+            recovery: 'Specify a ticker symbol for an exact match instead of a name fragment.',
+        },
+    ],
     input: z.object({
         query: z
             .string()
@@ -62,18 +76,27 @@ export const companySearchTool = tool('secedgar_company_search', {
         const resolved = await api.resolveCik(input.query);
         if (Array.isArray(resolved)) {
             if (resolved.length === 0) {
-                throw notFound(`No company found for '${input.query}'. Try a ticker symbol (e.g., 'AAPL'), full company name, or 10-digit CIK.`);
+                throw ctx.fail('no_match', `No company found for '${input.query}'.`, {
+                    ...ctx.recoveryFor('no_match'),
+                });
             }
             if (resolved.length > 1) {
                 const matches = resolved
                     .map((m) => `${m.ticker ?? m.cik} (${m.name ?? 'Unknown'})`)
                     .join(', ');
-                throw notFound(`Multiple matches for '${input.query}': ${matches}. Specify a ticker for an exact match.`);
+                throw ctx.fail('multiple_matches', `Multiple matches for '${input.query}': ${matches}.`, {
+                    ...ctx.recoveryFor('multiple_matches'),
+                    query: input.query,
+                    matches: resolved.map((m) => ({ cik: m.cik, name: m.name, ticker: m.ticker })),
+                });
             }
         }
         const match = Array.isArray(resolved) ? resolved[0] : resolved;
-        if (!match)
-            throw notFound(`No company found for '${input.query}'.`);
+        if (!match) {
+            throw ctx.fail('no_match', `No company found for '${input.query}'.`, {
+                ...ctx.recoveryFor('no_match'),
+            });
+        }
         const submissions = await api.getSubmissions(match.cik);
         ctx.log.info('Company resolved', {
             query: input.query,

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

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

@@ -3,6 +3,7 @@
  * @module mcp-server/tools/definitions/compare-metric
  */
 import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const compareMetricTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
     concept: z.ZodString;
     period: z.ZodString;
@@ -33,5 +34,15 @@ export declare const compareMetricTool: import("@cyanheads/mcp-ts-core").ToolDef
         period_end: z.ZodString;
         accession_number: z.ZodString;
     }, z.core.$strip>>;
-}, z.core.$strip>>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "unknown_concept";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The concept input does not match a friendly name and SEC frames returned no data";
+    readonly recovery: "Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.";
+}, {
+    readonly reason: "no_data";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "Concept resolves but no companies report this metric for the requested period and unit";
+    readonly recovery: "Check duration vs instant period, unit, and that the period exists post-CY2009.";
+}]>;
 //# sourceMappingURL=compare-metric.tool.d.ts.map

package/dist/mcp-server/tools/definitions/compare-metric.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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1	+ {"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"}

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

@@ -3,12 +3,26 @@
  * @module mcp-server/tools/definitions/compare-metric
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
-import { notFound } from '@cyanheads/mcp-ts-core/errors';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { resolveConcept } from '../../../services/edgar/concept-map.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 export const compareMetricTool = tool('secedgar_compare_metric', {
     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").',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    errors: [
+        {
+            reason: 'unknown_concept',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'The concept input does not match a friendly name and SEC frames returned no data',
+            recovery: 'Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.',
+        },
+        {
+            reason: 'no_data',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'Concept resolves but no companies report this metric for the requested period and unit',
+            recovery: 'Check duration vs instant period, unit, and that the period exists post-CY2009.',
+        },
+    ],
     input: z.object({
         concept: z
             .string()
@@ -59,10 +73,20 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
         const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period);
         if (!framesResponse) {
             // Distinguish unknown concept (no mapping + 404) from valid concept with no data
-            const hint = !mapping
-                ? `Unknown concept '${input.concept}'. Use a friendly name (e.g., "revenue", "assets") or a valid XBRL tag.`
-                : `No data for ${label}/${unit}/${input.period}. Check: duration vs. instant period (add "I" for balance sheet items), correct unit (USD-per-shares for EPS), and period exists (data starts ~CY2009).`;
-            throw notFound(hint);
+            if (!mapping) {
+                throw ctx.fail('unknown_concept', `Unknown concept '${input.concept}'.`, {
+                    ...ctx.recoveryFor('unknown_concept'),
+                    concept: input.concept,
+                });
+            }
+            throw ctx.fail('no_data', `No data for ${label}/${unit}/${input.period}.`, {
+                recovery: {
+                    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).',
+                },
+                concept: tag,
+                period: input.period,
+                unit,
+            });
         }
         // Sort by value
         const sorted = [...framesResponse.data].sort((a, b) => input.sort === 'desc' ? b.val - a.val : a.val - b.val);

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

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

@@ -3,6 +3,7 @@
  * @module mcp-server/tools/definitions/get-filing
  */
 import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
     accession_number: z.ZodString;
     cik: z.ZodOptional<z.ZodString>;
@@ -25,5 +26,20 @@ export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinit
     content_truncated: z.ZodBoolean;
     content_total_length: z.ZodNumber;
     filing_url: z.ZodString;
-}, z.core.$strip>>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "document_not_found";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "A specific document was requested but not present in the filing archive";
+    readonly recovery: "Pick a name from the available_documents list returned in error data.";
+}, {
+    readonly reason: "no_documents";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "Filing index lists items but no fetchable primary document was found";
+    readonly recovery: "Specify a document name from available_documents in error data.";
+}, {
+    readonly reason: "filing_not_found";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "No filing matches the accession number under any candidate CIK";
+    readonly recovery: "Verify the accession number and pass the company CIK explicitly.";
+}]>;
 //# sourceMappingURL=get-filing.tool.d.ts.map

package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts.map CHANGED Viewed

	@@ -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;AACjD,OAAO,EAAE,gBAAgB,EAAY,MAAM,+BAA+B,CAAC;AAQ3E,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA2KxB,CAAC"}

package/dist/mcp-server/tools/definitions/get-filing.tool.js CHANGED Viewed

@@ -3,13 +3,33 @@
  * @module mcp-server/tools/definitions/get-filing
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
-import { notFound } from '@cyanheads/mcp-ts-core/errors';
+import { JsonRpcErrorCode, McpError } from '@cyanheads/mcp-ts-core/errors';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { filingToText } from '../../../services/edgar/filing-to-text.js';
 const MAX_DOCUMENTS_IN_FORMAT = 10;
 export const getFilingTool = tool('secedgar_get_filing', {
     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.",
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    errors: [
+        {
+            reason: 'document_not_found',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'A specific document was requested but not present in the filing archive',
+            recovery: 'Pick a name from the available_documents list returned in error data.',
+        },
+        {
+            reason: 'no_documents',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'Filing index lists items but no fetchable primary document was found',
+            recovery: 'Specify a document name from available_documents in error data.',
+        },
+        {
+            reason: 'filing_not_found',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'No filing matches the accession number under any candidate CIK',
+            recovery: 'Verify the accession number and pass the company CIK explicitly.',
+        },
+    ],
     input: z.object({
         accession_number: z
             .string()
@@ -155,16 +175,37 @@ async function resolveFilingArchive(api, accessionNumber, providedCik, requested
             continue;
         return { cik, html, index, targetName };
     }
-    if (requestedDocument && lastIndexedItems.length > 0) {
-        throw notFound(`Document '${requestedDocument}' not found in this filing. Available documents: ${lastIndexedItems.map((item) => item.name).join(', ')}. Use one of these names.`);
-    }
-    if (lastIndexedItems.length > 0) {
-        throw notFound(`No document found in filing ${accessionNumber}. Available documents: ${lastIndexedItems.map((item) => item.name).join(', ')}`);
+    const availableDocuments = lastIndexedItems.map((item) => item.name);
+    if (requestedDocument && availableDocuments.length > 0) {
+        throw new McpError(JsonRpcErrorCode.NotFound, `Document '${requestedDocument}' not found in this filing.`, {
+            reason: 'document_not_found',
+            requested_document: requestedDocument,
+            available_documents: availableDocuments,
+            recovery: {
+                hint: `Pick one of: ${availableDocuments.join(', ')}.`,
+            },
+        });
     }
-    if (providedCik) {
-        throw notFound(`Filing '${accessionNumber}' not found (CIK ${providedCik.padStart(10, '0')}). Verify the accession number and CIK are correct.`);
+    if (availableDocuments.length > 0) {
+        throw new McpError(JsonRpcErrorCode.NotFound, `No primary document found in filing ${accessionNumber}.`, {
+            reason: 'no_documents',
+            accession_number: accessionNumber,
+            available_documents: availableDocuments,
+            recovery: {
+                hint: `Specify the document input from: ${availableDocuments.join(', ')}.`,
+            },
+        });
     }
-    throw notFound(`Filing '${accessionNumber}' not found. Verify the accession number or provide the company CIK explicitly.`);
+    const cikSuffix = providedCik ? ` (CIK ${providedCik.padStart(10, '0')})` : '';
+    const recoveryHint = providedCik
+        ? 'Verify the accession number and CIK are correct.'
+        : 'Verify the accession number and pass the company CIK explicitly.';
+    throw new McpError(JsonRpcErrorCode.NotFound, `Filing '${accessionNumber}' not found${cikSuffix}.`, {
+        reason: 'filing_not_found',
+        accession_number: accessionNumber,
+        cik: providedCik,
+        recovery: { hint: recoveryHint },
+    });
 }
 async function resolveCandidateCiks(api, accessionNumber, providedCik) {
     if (providedCik)

package/dist/mcp-server/tools/definitions/get-filing.tool.js.map CHANGED Viewed

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

@@ -4,6 +4,7 @@
  * @module mcp-server/tools/definitions/get-financials
  */
 import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
     company: z.ZodString;
     concept: z.ZodString;
@@ -12,7 +13,7 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
         "ifrs-full": "ifrs-full";
         dei: "dei";
     }>>;
-    period_type: z.ZodDefault<z.ZodEnum<{
+    period_type: z.ZodOptional<z.ZodEnum<{
         annual: "annual";
         quarterly: "quarterly";
         all: "all";
@@ -36,5 +37,25 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
         accession_number: z.ZodString;
     }, z.core.$strip>>;
     tags_tried: z.ZodOptional<z.ZodArray<z.ZodString>>;
-}, z.core.$strip>>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "company_not_found";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The company input does not resolve to a CIK";
+    readonly recovery: "Use a ticker symbol or 10-digit CIK number for an exact match.";
+}, {
+    readonly reason: "no_concept_data";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "The company does not report any XBRL data for the resolved concept and taxonomy";
+    readonly recovery: "Try a raw XBRL tag, switch taxonomy to ifrs-full, or use a related concept.";
+}, {
+    readonly reason: "no_frame_data";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "Concept exists but has no frame-aligned (standard calendar period) entries";
+    readonly recovery: "Try a related concept that reports against standard calendar periods.";
+}, {
+    readonly reason: "no_period_data";
+    readonly code: JsonRpcErrorCode.NotFound;
+    readonly when: "Concept has data but the period_type filter excluded all of it";
+    readonly recovery: "Switch period_type to \"quarterly\" or \"all\" for balance sheet items.";
+}]>;
 //# sourceMappingURL=get-financials.tool.d.ts.map

package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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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;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAKjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAqR5B,CAAC"}

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

@@ -4,12 +4,38 @@
  * @module mcp-server/tools/definitions/get-financials
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
-import { notFound } from '@cyanheads/mcp-ts-core/errors';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { resolveConcept } from '../../../services/edgar/concept-map.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 export const getFinancialsTool = tool('secedgar_get_financials', {
     description: 'Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Automatically handles historical tag changes and deduplicates data.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    errors: [
+        {
+            reason: 'company_not_found',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'The company input does not resolve to a CIK',
+            recovery: 'Use a ticker symbol or 10-digit CIK number for an exact match.',
+        },
+        {
+            reason: 'no_concept_data',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'The company does not report any XBRL data for the resolved concept and taxonomy',
+            recovery: 'Try a raw XBRL tag, switch taxonomy to ifrs-full, or use a related concept.',
+        },
+        {
+            reason: 'no_frame_data',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'Concept exists but has no frame-aligned (standard calendar period) entries',
+            recovery: 'Try a related concept that reports against standard calendar periods.',
+        },
+        {
+            reason: 'no_period_data',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'Concept has data but the period_type filter excluded all of it',
+            recovery: 'Switch period_type to "quarterly" or "all" for balance sheet items.',
+        },
+    ],
     input: z.object({
         company: z
             .string()
@@ -23,8 +49,8 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             .describe('XBRL taxonomy. us-gaap for US companies, ifrs-full for foreign filers, dei for entity info (shares outstanding).'),
         period_type: z
             .enum(['annual', 'quarterly', 'all'])
-            .default('annual')
-            .describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both.'),
+            .optional()
+            .describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. Defaults: "annual" for income/cash-flow concepts, "all" for balance-sheet (instant) items so a bare friendly-name call returns data without a follow-up retry.'),
     }),
     output: z.object({
         company: z.string().describe('Company name.'),
@@ -61,7 +87,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         const resolved = await api.resolveCik(input.company);
         const match = Array.isArray(resolved) ? resolved[0] : resolved;
         if (!match || (Array.isArray(resolved) && resolved.length === 0)) {
-            throw notFound(`Company '${input.company}' not found. Try a ticker symbol or CIK number.`);
+            throw ctx.fail('company_not_found', `Company '${input.company}' not found.`, {
+                ...ctx.recoveryFor('company_not_found'),
+            });
         }
         // Resolve concept to XBRL tag(s)
         const mapping = resolveConcept(input.concept);
@@ -73,6 +101,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         if (mapping && input.taxonomy === 'us-gaap') {
             taxonomy = mapping.taxonomy;
         }
+        // Balance-sheet items emit instant frames (CYxxxxQxI), which the "annual" filter
+        // (/^CY\d{4}$/) excludes. Default to "all" for them so a bare friendly-name call returns data.
+        const effectivePeriodType = input.period_type ?? (mapping?.group === 'balance_sheet' ? 'all' : 'annual');
         // Try each tag until we get data. `tryGetCompanyConcept` returns null for 404
         // (tag not reported by this company); other errors propagate.
         let conceptResponse;
@@ -99,13 +130,21 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             const hint = taxonomy === 'ifrs-full'
                 ? 'Try a raw XBRL tag instead of a friendly name, or check the company uses IFRS.'
                 : "This company may use a different tag or taxonomy. Try 'ifrs-full' for foreign filers.";
-            throw notFound(`No XBRL data for '${input.concept}' under ${taxonomy} for this company. ${hint}`);
+            throw ctx.fail('no_concept_data', `No XBRL data for '${input.concept}' under ${taxonomy} for this company.`, {
+                recovery: { hint },
+                concept: input.concept,
+                taxonomy,
+                tags_tried: tagsTried,
+            });
         }
         // Deduplicate: keep only entries with frame field (one per standard calendar period)
         const deduped = allUnits.filter((u) => !!u.frame);
         // If deduplication removed everything, the concept exists but has no frame-aligned entries
         if (deduped.length === 0) {
-            throw notFound(`'${conceptResponse.tag}' exists for this company but has no standard-period data. This typically means the company reports this item in a non-standard period or the data lacks frame alignment. Try a related concept.`);
+            throw ctx.fail('no_frame_data', `'${conceptResponse.tag}' exists for this company but has no standard-period data.`, {
+                ...ctx.recoveryFor('no_frame_data'),
+                tag: conceptResponse.tag,
+            });
         }
         // Remove duplicates by frame value (keep latest filed)
         const byFrame = new Map();
@@ -117,10 +156,10 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         }
         // Filter by period type using frame pattern (fp reflects the filing, not the data point)
         let filtered = Array.from(byFrame.values());
-        if (input.period_type === 'annual') {
+        if (effectivePeriodType === 'annual') {
             filtered = filtered.filter((u) => /^CY\d{4}$/.test(u.frame));
         }
-        else if (input.period_type === 'quarterly') {
+        else if (effectivePeriodType === 'quarterly') {
             filtered = filtered.filter((u) => /^CY\d{4}Q\d/.test(u.frame));
         }
         // If period_type filter removed everything, suggest the right period type
@@ -129,10 +168,14 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             const hasInstant = sample && /I$/.test(sample.frame);
             const hint = hasInstant
                 ? 'This is a balance sheet (instant) item — try period_type: "quarterly" or "all".'
-                : input.period_type === 'annual'
+                : effectivePeriodType === 'annual'
                     ? 'No annual data found — try period_type: "quarterly" or "all".'
                     : 'No quarterly data found — try period_type: "annual" or "all".';
-            throw notFound(`No ${input.period_type} data for '${conceptResponse.tag}'. ${hint}`);
+            throw ctx.fail('no_period_data', `No ${effectivePeriodType} data for '${conceptResponse.tag}'.`, {
+                recovery: { hint },
+                tag: conceptResponse.tag,
+                period_type: effectivePeriodType,
+            });
         }
         // Sort newest first
         filtered.sort((a, b) => b.end.localeCompare(a.end));

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package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts CHANGED Viewed

@@ -39,5 +39,5 @@ export declare const searchConceptsTool: import("@cyanheads/mcp-ts-core").ToolDe
             entity_info: "entity_info";
         }>;
     }, z.core.$strip>>;
-}, z.core.$strip>>;
+}, z.core.$strip>, undefined>;
 //# sourceMappingURL=search-concepts.tool.d.ts.map

package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~kBA~~+G7B,CAAC"}
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6BA+G7B,CAAC"}

package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts CHANGED Viewed

@@ -3,6 +3,7 @@
  * @module mcp-server/tools/definitions/search-filings
  */
 import { z } from '@cyanheads/mcp-ts-core';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
     query: z.ZodString;
     forms: z.ZodOptional<z.ZodArray<z.ZodString>>;
@@ -25,5 +26,10 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
         location: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>;
     form_distribution: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodNumber>>;
-}, z.core.$strip>>;
+}, z.core.$strip>, readonly [{
+    readonly reason: "invalid_date_range";
+    readonly code: JsonRpcErrorCode.ValidationError;
+    readonly when: "Only one of start_date or end_date was provided";
+    readonly recovery: "Provide both start_date and end_date, or omit both to search all dates.";
+}]>;
 //# sourceMappingURL=search-filings.tool.d.ts.map

package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"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"}
1	+ {"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;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA4DjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;GAqL5B,CAAC"}

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

@@ -3,7 +3,7 @@
  * @module mcp-server/tools/definitions/search-filings
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
-import { validationError } from '@cyanheads/mcp-ts-core/errors';
+import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 /**
  * EDGAR's `display_names[0]` embeds the ticker(s) and CIK in trailing parentheticals
@@ -57,6 +57,14 @@ async function resolveEntityTargeting(query) {
 export const searchFilingsTool = tool('secedgar_search_filings', {
     description: 'Full-text search across all EDGAR filing documents since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
+    errors: [
+        {
+            reason: 'invalid_date_range',
+            code: JsonRpcErrorCode.ValidationError,
+            when: 'Only one of start_date or end_date was provided',
+            recovery: 'Provide both start_date and end_date, or omit both to search all dates.',
+        },
+    ],
     input: z.object({
         query: z
             .string()
@@ -117,7 +125,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
     async handler(input, ctx) {
         // Validate date range: both or neither
         if ((input.start_date && !input.end_date) || (!input.start_date && input.end_date)) {
-            throw validationError('Both start_date and end_date are required when filtering by date.');
+            throw ctx.fail('invalid_date_range', 'Both start_date and end_date are required when filtering by date.', { ...ctx.recoveryFor('invalid_date_range') });
         }
         // Resolve ticker:/cik: entity targeting → company name in query + CIK for filtering
         const { query, entityCik } = await resolveEntityTargeting(input.query);

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

	@@ -1 +1 @@
1	- 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package/dist/services/edgar/concept-map.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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1	+ {"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;AA8HjD;;;GAGG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,cAAc,GAAG,SAAS,CAGxE;AAED,kEAAkE;AAClE,wBAAgB,cAAc,IAAI,MAAM,CAAC,MAAM,EAAE,cAAc,CAAC,CAE/D;AAED,wFAAwF;AACxF,MAAM,WAAW,YAAa,SAAQ,cAAc;IAClD,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,wBAAgB,YAAY,IAAI,YAAY,EAAE,CAI7C;AAUD;;;;GAIG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,YAAY,EAAE,CAY5D"}

package/dist/services/edgar/concept-map.js CHANGED Viewed

@@ -107,6 +107,23 @@ const CONCEPT_MAP = {
         unit: 'USD',
         label: 'Capital Expenditures',
     },
+    depreciation_amortization: {
+        group: 'cash_flow',
+        tags: ['DepreciationDepletionAndAmortization', 'DepreciationAndAmortization', 'Depreciation'],
+        taxonomy: 'us-gaap',
+        unit: 'USD',
+        label: 'Depreciation & Amortization',
+    },
+    // Distinct from `debt` (which targets long-term debt directly). `notes_payable` prefers
+    // the notes-specific tags and only falls back to LongTermDebt for filers that report it
+    // there exclusively.
+    notes_payable: {
+        group: 'balance_sheet',
+        tags: ['LongTermNotesPayable', 'NotesPayable', 'LongTermDebt'],
+        taxonomy: 'us-gaap',
+        unit: 'USD',
+        label: 'Notes Payable',
+    },
 };
 /**
  * Resolve a concept input to its mapping. Accepts friendly names or raw XBRL tags.

package/dist/services/edgar/concept-map.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"concept-map.js","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAIH,4FAA4F;AAC5F,MAAM,WAAW,GAAmC;IAClD,OAAO,EAAE;QACP,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE;YACJ,qDAAqD;YACrD,UAAU;YACV,iBAAiB;YACjB,sBAAsB;SACvB;QACD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,SAAS;KACjB;IACD,UAAU,EAAE;QACV,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,eAAe,CAAC;QACvB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,mBAAmB;KAC3B;IACD,gBAAgB,EAAE;QAChB,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,qBAAqB,CAAC;QAC7B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,yBAAyB;KACjC;IACD,YAAY,EAAE;QACZ,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,aAAa,CAAC;QACrB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,cAAc;KACtB;IACD,SAAS,EAAE;QACT,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,uBAAuB,CAAC;QAC/B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,YAAY;QAClB,KAAK,EAAE,4BAA4B;KACpC;IACD,WAAW,EAAE;QACX,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,yBAAyB,CAAC;QACjC,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,YAAY;QAClB,KAAK,EAAE,8BAA8B;KACtC;IACD,MAAM,EAAE;QACN,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,QAAQ,CAAC;QAChB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,cAAc;KACtB;IACD,WAAW,EAAE;QACX,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,aAAa,CAAC;QACrB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,mBAAmB;KAC3B;IACD,MAAM,EAAE;QACN,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,oBAAoB,CAAC;QAC5B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,sBAAsB;KAC9B;IACD,IAAI,EAAE;QACJ,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,uCAAuC,CAAC;QAC/C,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,2BAA2B;KACnC;IACD,IAAI,EAAE;QACJ,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,cAAc,EAAE,wBAAwB,CAAC;QAChD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,gBAAgB;KACxB;IACD,kBAAkB,EAAE;QAClB,KAAK,EAAE,aAAa;QACpB,IAAI,EAAE,CAAC,oCAAoC,CAAC;QAC5C,QAAQ,EAAE,KAAK;QACf,IAAI,EAAE,QAAQ;QACd,KAAK,EAAE,oBAAoB;KAC5B;IACD,mBAAmB,EAAE;QACnB,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,4CAA4C,CAAC;QACpD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,qBAAqB;KAC7B;IACD,KAAK,EAAE;QACL,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,4CAA4C,CAAC;QACpD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,sBAAsB;KAC9B;CACF,CAAC;AAEF;;;GAGG;AACH,MAAM,UAAU,cAAc,CAAC,KAAa;IAC1C,MAAM,UAAU,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC,OAAO,CAAC,OAAO,EAAE,GAAG,CAAC,CAAC;IAC7D,OAAO,WAAW,CAAC,UAAU,CAAC,CAAC;AACjC,CAAC;AAED,kEAAkE;AAClE,MAAM,UAAU,cAAc;IAC5B,OAAO,WAAW,CAAC;AACrB,CAAC;AAOD;;GAEG;AACH,MAAM,UAAU,YAAY;IAC1B,OAAO,MAAM,CAAC,OAAO,CAAC,WAAW,CAAC;SAC/B,GAAG,CAAC,CAAC,CAAC,IAAI,EAAE,OAAO,CAAC,EAAE,EAAE,CAAC,CAAC,EAAE,IAAI,EAAE,GAAG,OAAO,EAAE,CAAC,CAAC;SAChD,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,CAAC,aAAa,CAAC,CAAC,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,aAAa,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC;AACpF,CAAC;AAED,8FAA8F;AAC9F,SAAS,kBAAkB,CAAC,CAAS;IACnC,OAAO,CAAC;SACL,WAAW,EAAE;SACb,OAAO,CAAC,aAAa,EAAE,GAAG,CAAC;SAC3B,IAAI,EAAE,CAAC;AACZ,CAAC;AAED;;;;GAIG;AACH,MAAM,UAAU,cAAc,CAAC,KAAa;IAC1C,MAAM,MAAM,GAAG,kBAAkB,CAAC,KAAK,CAAC,CAAC;IACzC,IAAI,CAAC,MAAM;QAAE,OAAO,YAAY,EAAE,CAAC;IAEnC,OAAO,YAAY,EAAE,CAAC,MAAM,CAAC,CAAC,KAAK,EAAE,EAAE;QACrC,MAAM,SAAS,GAAG;YAChB,kBAAkB,CAAC,KAAK,CAAC,IAAI,CAAC;YAC9B,kBAAkB,CAAC,KAAK,CAAC,KAAK,CAAC;YAC/B,GAAG,KAAK,CAAC,IAAI,CAAC,GAAG,CAAC,kBAAkB,CAAC;SACtC,CAAC;QACF,OAAO,SAAS,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC;IACnD,CAAC,CAAC,CAAC;AACL,CAAC"}
1	+ {"version":3,"file":"concept-map.js","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAIH,4FAA4F;AAC5F,MAAM,WAAW,GAAmC;IAClD,OAAO,EAAE;QACP,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE;YACJ,qDAAqD;YACrD,UAAU;YACV,iBAAiB;YACjB,sBAAsB;SACvB;QACD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,SAAS;KACjB;IACD,UAAU,EAAE;QACV,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,eAAe,CAAC;QACvB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,mBAAmB;KAC3B;IACD,gBAAgB,EAAE;QAChB,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,qBAAqB,CAAC;QAC7B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,yBAAyB;KACjC;IACD,YAAY,EAAE;QACZ,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,aAAa,CAAC;QACrB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,cAAc;KACtB;IACD,SAAS,EAAE;QACT,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,uBAAuB,CAAC;QAC/B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,YAAY;QAClB,KAAK,EAAE,4BAA4B;KACpC;IACD,WAAW,EAAE;QACX,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,yBAAyB,CAAC;QACjC,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,YAAY;QAClB,KAAK,EAAE,8BAA8B;KACtC;IACD,MAAM,EAAE;QACN,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,QAAQ,CAAC;QAChB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,cAAc;KACtB;IACD,WAAW,EAAE;QACX,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,aAAa,CAAC;QACrB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,mBAAmB;KAC3B;IACD,MAAM,EAAE;QACN,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,oBAAoB,CAAC;QAC5B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,sBAAsB;KAC9B;IACD,IAAI,EAAE;QACJ,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,uCAAuC,CAAC;QAC/C,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,2BAA2B;KACnC;IACD,IAAI,EAAE;QACJ,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,cAAc,EAAE,wBAAwB,CAAC;QAChD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,gBAAgB;KACxB;IACD,kBAAkB,EAAE;QAClB,KAAK,EAAE,aAAa;QACpB,IAAI,EAAE,CAAC,oCAAoC,CAAC;QAC5C,QAAQ,EAAE,KAAK;QACf,IAAI,EAAE,QAAQ;QACd,KAAK,EAAE,oBAAoB;KAC5B;IACD,mBAAmB,EAAE;QACnB,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,4CAA4C,CAAC;QACpD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,qBAAqB;KAC7B;IACD,KAAK,EAAE;QACL,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,4CAA4C,CAAC;QACpD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,sBAAsB;KAC9B;IACD,yBAAyB,EAAE;QACzB,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,sCAAsC,EAAE,6BAA6B,EAAE,cAAc,CAAC;QAC7F,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,6BAA6B;KACrC;IACD,wFAAwF;IACxF,wFAAwF;IACxF,qBAAqB;IACrB,aAAa,EAAE;QACb,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,sBAAsB,EAAE,cAAc,EAAE,cAAc,CAAC;QAC9D,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,eAAe;KACvB;CACF,CAAC;AAEF;;;GAGG;AACH,MAAM,UAAU,cAAc,CAAC,KAAa;IAC1C,MAAM,UAAU,GAAG,KAAK,CAAC,WAAW,EAAE,CAAC,OAAO,CAAC,OAAO,EAAE,GAAG,CAAC,CAAC;IAC7D,OAAO,WAAW,CAAC,UAAU,CAAC,CAAC;AACjC,CAAC;AAED,kEAAkE;AAClE,MAAM,UAAU,cAAc;IAC5B,OAAO,WAAW,CAAC;AACrB,CAAC;AAOD;;GAEG;AACH,MAAM,UAAU,YAAY;IAC1B,OAAO,MAAM,CAAC,OAAO,CAAC,WAAW,CAAC;SAC/B,GAAG,CAAC,CAAC,CAAC,IAAI,EAAE,OAAO,CAAC,EAAE,EAAE,CAAC,CAAC,EAAE,IAAI,EAAE,GAAG,OAAO,EAAE,CAAC,CAAC;SAChD,IAAI,CAAC,CAAC,CAAC,EAAE,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,CAAC,aAAa,CAAC,CAAC,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,aAAa,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC;AACpF,CAAC;AAED,8FAA8F;AAC9F,SAAS,kBAAkB,CAAC,CAAS;IACnC,OAAO,CAAC;SACL,WAAW,EAAE;SACb,OAAO,CAAC,aAAa,EAAE,GAAG,CAAC;SAC3B,IAAI,EAAE,CAAC;AACZ,CAAC;AAED;;;;GAIG;AACH,MAAM,UAAU,cAAc,CAAC,KAAa;IAC1C,MAAM,MAAM,GAAG,kBAAkB,CAAC,KAAK,CAAC,CAAC;IACzC,IAAI,CAAC,MAAM;QAAE,OAAO,YAAY,EAAE,CAAC;IAEnC,OAAO,YAAY,EAAE,CAAC,MAAM,CAAC,CAAC,KAAK,EAAE,EAAE;QACrC,MAAM,SAAS,GAAG;YAChB,kBAAkB,CAAC,KAAK,CAAC,IAAI,CAAC;YAC9B,kBAAkB,CAAC,KAAK,CAAC,KAAK,CAAC;YAC/B,GAAG,KAAK,CAAC,IAAI,CAAC,GAAG,CAAC,kBAAkB,CAAC;SACtC,CAAC;QACF,OAAO,SAAS,CAAC,IAAI,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC;IACnD,CAAC,CAAC,CAAC;AACL,CAAC"}

package/dist/services/edgar/edgar-api-service.d.ts CHANGED Viewed

@@ -55,7 +55,7 @@ declare class EdgarApiService {
     tryGetFrames(taxonomy: string, tag: string, unit: string, period: string): Promise<FramesResponse | null>;
     /**
      * Rate-limited fetch with retry/backoff. Returns the response on 2xx or 404;
-     * throws `serviceUnavailable` on other non-OK statuses after retries are exhausted.
+     * throws a status-classified `McpError` on other non-OK statuses after retries are exhausted.
      */
     private rawFetch;
     /**

package/dist/services/edgar/edgar-api-service.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/services/edgar/edgar-api-service.js CHANGED Viewed

@@ -4,7 +4,8 @@
  * and ticker/entity caching.
  * @module services/edgar/edgar-api-service
  */
-import { serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
+import { notFound, serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
+import { httpErrorFromResponse } from '@cyanheads/mcp-ts-core/utils';
 import { getServerConfig } from '../../config/server-config.js';
 const MAX_RETRIES = 3;
 const BASE_BACKOFF_MS = 1000;
@@ -22,7 +23,7 @@ class EdgarApiService {
     async fetchJson(url) {
         const response = await this.rawFetch(url, true);
         if (response.status === 404) {
-            throw serviceUnavailable(`SEC EDGAR API returned 404 for ${url}`, { url, status: 404 });
+            throw notFound(`SEC EDGAR API returned 404 for ${url}`, { url, status: 404 });
         }
         return response.json();
     }
@@ -35,7 +36,7 @@ class EdgarApiService {
     async fetchText(url) {
         const response = await this.rawFetch(url, false);
         if (response.status === 404) {
-            throw serviceUnavailable(`SEC EDGAR returned 404 for ${url}`, { url, status: 404 });
+            throw notFound(`SEC EDGAR returned 404 for ${url}`, { url, status: 404 });
         }
         return response.text();
     }
@@ -171,7 +172,7 @@ class EdgarApiService {
     // --- Internals ---
     /**
      * Rate-limited fetch with retry/backoff. Returns the response on 2xx or 404;
-     * throws `serviceUnavailable` on other non-OK statuses after retries are exhausted.
+     * throws a status-classified `McpError` on other non-OK statuses after retries are exhausted.
      */
     async rawFetch(url, acceptJson) {
         const headers = { 'User-Agent': getServerConfig().userAgent };
@@ -186,11 +187,14 @@ class EdgarApiService {
                 await sleep(BASE_BACKOFF_MS * 2 ** attempt);
                 continue;
             }
-            const host = new URL(url).hostname;
-            const hint = response.status === 403
-                ? `. This may indicate ${host} is blocking requests — check EDGAR_USER_AGENT format ("AppName contact@email.com") or retry later.`
-                : '';
-            throw serviceUnavailable(`SEC EDGAR API returned ${response.status}: ${response.statusText} (${host})${hint}`, { url, status: response.status });
+            const data = { url };
+            if (response.status === 403) {
+                const host = new URL(url).hostname;
+                data.recovery = {
+                    hint: `${host} may be blocking requests. Check EDGAR_USER_AGENT format ("AppName contact@email.com") or retry later.`,
+                };
+            }
+            throw await httpErrorFromResponse(response, { service: 'SEC EDGAR', data });
         }
         throw serviceUnavailable('SEC EDGAR API request failed after retries', { url });
     }

package/dist/services/edgar/edgar-api-service.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.4.0",
+  "version": "0.4.1",
   "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
   "mcpName": "io.github.cyanheads/secedgar-mcp-server",
   "type": "module",
@@ -22,8 +22,8 @@
     "format": "biome check --write --unsafe .",
     "lint:mcp": "bun scripts/lint-mcp.ts",
     "test": "vitest run",
-    "dev:stdio": "MCP_TRANSPORT_TYPE=stdio bun --watch src/index.ts",
-    "dev:http": "MCP_TRANSPORT_TYPE=http bun --watch src/index.ts",
+    "publish-mcp": "mcp-publisher login github -token \"$(security find-generic-password -a \"$USER\" -s mcp-publisher-github-pat -w)\" && mcp-publisher publish",
+    "start": "node dist/index.js",
     "start:stdio": "MCP_TRANSPORT_TYPE=stdio node dist/index.js",
     "start:http": "MCP_TRANSPORT_TYPE=http node dist/index.js"
   },
@@ -68,8 +68,8 @@
     "access": "public"
   },
   "dependencies": {
-    "@cyanheads/mcp-ts-core": "^0.7.0",
-    "html-to-text": "^9.0.5",
+    "@cyanheads/mcp-ts-core": "^0.8.7",
+    "html-to-text": "^10.0.0",
     "pino-pretty": "^13.1.3"
   },
   "devDependencies": {

package/server.json CHANGED Viewed

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.4.0",
+  "version": "0.4.1",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.4.0",
+      "version": "0.4.1",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.4.0",
+      "version": "0.4.1",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",