@cyanheads/secedgar-mcp-server 0.4.0 → 0.4.2
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 +28 -5
- 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 +29 -5
- 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 +46 -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 +53 -10
- 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-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 +10 -2
- 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 +1 -1
- package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
- package/dist/services/edgar/edgar-api-service.js +13 -9
- package/dist/services/edgar/edgar-api-service.js.map +1 -1
- package/package.json +9 -7
- package/server.json +3 -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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{"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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*/
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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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@@ -62,18 +76,27 @@ export const companySearchTool = tool('secedgar_company_search', {
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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}': ${matches}.`, {
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...ctx.recoveryFor('multiple_matches'),
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query: input.query,
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matches: resolved.map((m) => ({ cik: m.cik, name: m.name, ticker: m.ticker })),
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});
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}
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}
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const match = Array.isArray(resolved) ? resolved[0] : resolved;
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if (!match)
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throw
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if (!match) {
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throw ctx.fail('no_match', `No company found for '${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,CAA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@@ -3,6 +3,7 @@
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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
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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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34
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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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38
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+
readonly reason: "unknown_concept";
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39
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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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41
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+
readonly recovery: "Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.";
|
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42
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+
}, {
|
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43
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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
|
+
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
|
//# sourceMappingURL=compare-metric.tool.d.ts.map
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@@ -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;
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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"}
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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
|
-
import {
|
|
6
|
+
import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
|
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7
7
|
import { resolveConcept } from '../../../services/edgar/concept-map.js';
|
|
8
8
|
import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
|
|
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()
|
|
@@ -59,10 +73,20 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
59
73
|
const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period);
|
|
60
74
|
if (!framesResponse) {
|
|
61
75
|
// Distinguish unknown concept (no mapping + 404) from valid concept with no data
|
|
62
|
-
|
|
63
|
-
|
|
64
|
-
|
|
65
|
-
|
|
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
|
+
});
|
|
66
90
|
}
|
|
67
91
|
// Sort by value
|
|
68
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
3
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* @module mcp-server/tools/definitions/get-filing
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4
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*/
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5
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import { z } from '@cyanheads/mcp-ts-core';
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6
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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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28
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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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30
|
+
readonly reason: "document_not_found";
|
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31
|
+
readonly code: JsonRpcErrorCode.NotFound;
|
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32
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+
readonly when: "A specific document was requested but not present in the filing archive";
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33
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+
readonly recovery: "Pick a name from the available_documents list returned in error data.";
|
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34
|
+
}, {
|
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35
|
+
readonly reason: "no_documents";
|
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36
|
+
readonly code: JsonRpcErrorCode.NotFound;
|
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37
|
+
readonly when: "Filing index lists items but no fetchable primary document was found";
|
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38
|
+
readonly recovery: "Specify a document name from available_documents in error data.";
|
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39
|
+
}, {
|
|
40
|
+
readonly reason: "filing_not_found";
|
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41
|
+
readonly code: JsonRpcErrorCode.NotFound;
|
|
42
|
+
readonly when: "No filing matches the accession number under any candidate CIK";
|
|
43
|
+
readonly recovery: "Verify the accession number and pass the company CIK explicitly.";
|
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44
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+
}]>;
|
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29
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,
|
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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,EAA4C,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACrF,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA+BjE,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAyJxB,CAAC"}
|
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@@ -3,13 +3,34 @@
|
|
|
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 } 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
|
+
const FILING_ERRORS = [
|
|
11
|
+
{
|
|
12
|
+
reason: 'document_not_found',
|
|
13
|
+
code: JsonRpcErrorCode.NotFound,
|
|
14
|
+
when: 'A specific document was requested but not present in the filing archive',
|
|
15
|
+
recovery: 'Pick a name from the available_documents list returned in error data.',
|
|
16
|
+
},
|
|
17
|
+
{
|
|
18
|
+
reason: 'no_documents',
|
|
19
|
+
code: JsonRpcErrorCode.NotFound,
|
|
20
|
+
when: 'Filing index lists items but no fetchable primary document was found',
|
|
21
|
+
recovery: 'Specify a document name from available_documents in error data.',
|
|
22
|
+
},
|
|
23
|
+
{
|
|
24
|
+
reason: 'filing_not_found',
|
|
25
|
+
code: JsonRpcErrorCode.NotFound,
|
|
26
|
+
when: 'No filing matches the accession number under any candidate CIK',
|
|
27
|
+
recovery: 'Verify the accession number and pass the company CIK explicitly.',
|
|
28
|
+
},
|
|
29
|
+
];
|
|
10
30
|
export const getFilingTool = tool('secedgar_get_filing', {
|
|
11
31
|
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
32
|
annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
|
|
33
|
+
errors: FILING_ERRORS,
|
|
13
34
|
input: z.object({
|
|
14
35
|
accession_number: z
|
|
15
36
|
.string()
|
|
@@ -64,7 +85,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
64
85
|
async handler(input, ctx) {
|
|
65
86
|
const api = getEdgarApiService();
|
|
66
87
|
const accn = normalizeAccessionNumber(input.accession_number);
|
|
67
|
-
const { cik, index, html, targetName } = await resolveFilingArchive(api, accn, input.cik, input.document);
|
|
88
|
+
const { cik, index, html, targetName } = await resolveFilingArchive(api, ctx, accn, input.cik, input.document);
|
|
68
89
|
const accnNoDashes = accn.replace(/-/g, '');
|
|
69
90
|
const items = index.directory.item;
|
|
70
91
|
const documents = items.map((item) => ({
|
|
@@ -136,7 +157,7 @@ function normalizeAccessionNumber(input) {
|
|
|
136
157
|
}
|
|
137
158
|
return cleaned;
|
|
138
159
|
}
|
|
139
|
-
async function resolveFilingArchive(api, accessionNumber, providedCik, requestedDocument) {
|
|
160
|
+
async function resolveFilingArchive(api, ctx, accessionNumber, providedCik, requestedDocument) {
|
|
140
161
|
const candidateCiks = await resolveCandidateCiks(api, accessionNumber, providedCik);
|
|
141
162
|
let lastIndexedItems = [];
|
|
142
163
|
for (const cik of candidateCiks) {
|
|
@@ -155,16 +176,30 @@ async function resolveFilingArchive(api, accessionNumber, providedCik, requested
|
|
|
155
176
|
continue;
|
|
156
177
|
return { cik, html, index, targetName };
|
|
157
178
|
}
|
|
158
|
-
|
|
159
|
-
|
|
160
|
-
|
|
161
|
-
|
|
162
|
-
|
|
179
|
+
const availableDocuments = lastIndexedItems.map((item) => item.name);
|
|
180
|
+
if (requestedDocument && availableDocuments.length > 0) {
|
|
181
|
+
throw ctx.fail('document_not_found', `Document '${requestedDocument}' not found in this filing.`, {
|
|
182
|
+
requested_document: requestedDocument,
|
|
183
|
+
available_documents: availableDocuments,
|
|
184
|
+
recovery: { hint: `Pick one of: ${availableDocuments.join(', ')}.` },
|
|
185
|
+
});
|
|
163
186
|
}
|
|
164
|
-
if (
|
|
165
|
-
throw
|
|
187
|
+
if (availableDocuments.length > 0) {
|
|
188
|
+
throw ctx.fail('no_documents', `No primary document found in filing ${accessionNumber}.`, {
|
|
189
|
+
accession_number: accessionNumber,
|
|
190
|
+
available_documents: availableDocuments,
|
|
191
|
+
recovery: { hint: `Specify the document input from: ${availableDocuments.join(', ')}.` },
|
|
192
|
+
});
|
|
166
193
|
}
|
|
167
|
-
|
|
194
|
+
const cikSuffix = providedCik ? ` (CIK ${providedCik.padStart(10, '0')})` : '';
|
|
195
|
+
const recoveryHint = providedCik
|
|
196
|
+
? 'Verify the accession number and CIK are correct.'
|
|
197
|
+
: 'Verify the accession number and pass the company CIK explicitly.';
|
|
198
|
+
throw ctx.fail('filing_not_found', `Filing '${accessionNumber}' not found${cikSuffix}.`, {
|
|
199
|
+
accession_number: accessionNumber,
|
|
200
|
+
cik: providedCik,
|
|
201
|
+
recovery: { hint: recoveryHint },
|
|
202
|
+
});
|
|
168
203
|
}
|
|
169
204
|
async function resolveCandidateCiks(api, accessionNumber, providedCik) {
|
|
170
205
|
if (providedCik)
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"get-filing.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,
|
|
1
|
+
{"version":3,"file":"get-filing.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAsC,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACrF,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAC3E,OAAO,EAAE,YAAY,EAAE,MAAM,oCAAoC,CAAC;AAGlE,MAAM,uBAAuB,GAAG,EAAE,CAAC;AAGnC,MAAM,aAAa,GAAG;IACpB;QACE,MAAM,EAAE,oBAAoB;QAC5B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;QAC/B,IAAI,EAAE,yEAAyE;QAC/E,QAAQ,EAAE,uEAAuE;KAClF;IACD;QACE,MAAM,EAAE,cAAc;QACtB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;QAC/B,IAAI,EAAE,sEAAsE;QAC5E,QAAQ,EAAE,iEAAiE;KAC5E;IACD;QACE,MAAM,EAAE,kBAAkB;QAC1B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;QAC/B,IAAI,EAAE,gEAAgE;QACtE,QAAQ,EAAE,kEAAkE;KAC7E;CACO,CAAC;AAIX,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,aAAa;IAErB,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,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,IAA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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";
|
|
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readonly code: JsonRpcErrorCode.NotFound;
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readonly when: "Concept has data but the period_type filter excluded all of it";
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readonly recovery: "Switch period_type to \"quarterly\" or \"all\" for balance sheet items.";
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}]>;
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//# sourceMappingURL=get-financials.tool.d.ts.map
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@@ -1 +1 @@
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-
{"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;
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{"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"}
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@@ -4,12 +4,38 @@
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* @module mcp-server/tools/definitions/get-financials
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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 { resolveConcept } from '../../../services/edgar/concept-map.js';
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import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
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export const getFinancialsTool = tool('secedgar_get_financials', {
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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.',
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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: 'company_not_found',
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code: JsonRpcErrorCode.NotFound,
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when: 'The company input does not resolve to a CIK',
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recovery: 'Use a ticker symbol or 10-digit CIK number for an exact match.',
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},
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{
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reason: 'no_concept_data',
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code: JsonRpcErrorCode.NotFound,
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when: 'The company does not report any XBRL data for the resolved concept and taxonomy',
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recovery: 'Try a raw XBRL tag, switch taxonomy to ifrs-full, or use a related concept.',
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},
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{
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reason: 'no_frame_data',
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code: JsonRpcErrorCode.NotFound,
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when: 'Concept exists but has no frame-aligned (standard calendar period) entries',
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recovery: 'Try a related concept that reports against standard calendar periods.',
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+
},
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{
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reason: 'no_period_data',
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code: JsonRpcErrorCode.NotFound,
|
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|
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when: 'Concept has data but the period_type filter excluded all of it',
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recovery: 'Switch period_type to "quarterly" or "all" for balance sheet items.',
|
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+
},
|
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+
],
|
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|
input: z.object({
|
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|
company: z
|
|
15
41
|
.string()
|
|
@@ -23,8 +49,8 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
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|
23
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|
.describe('XBRL taxonomy. us-gaap for US companies, ifrs-full for foreign filers, dei for entity info (shares outstanding).'),
|
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|
period_type: z
|
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51
|
.enum(['annual', 'quarterly', 'all'])
|
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|
-
.
|
|
27
|
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.describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both.'),
|
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|
+
.optional()
|
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|
+
.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.'),
|
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28
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|
}),
|
|
29
55
|
output: z.object({
|
|
30
56
|
company: z.string().describe('Company name.'),
|
|
@@ -61,7 +87,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
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|
61
87
|
const resolved = await api.resolveCik(input.company);
|
|
62
88
|
const match = Array.isArray(resolved) ? resolved[0] : resolved;
|
|
63
89
|
if (!match || (Array.isArray(resolved) && resolved.length === 0)) {
|
|
64
|
-
throw
|
|
90
|
+
throw ctx.fail('company_not_found', `Company '${input.company}' not found.`, {
|
|
91
|
+
...ctx.recoveryFor('company_not_found'),
|
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92
|
+
});
|
|
65
93
|
}
|
|
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94
|
// Resolve concept to XBRL tag(s)
|
|
67
95
|
const mapping = resolveConcept(input.concept);
|
|
@@ -73,6 +101,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
73
101
|
if (mapping && input.taxonomy === 'us-gaap') {
|
|
74
102
|
taxonomy = mapping.taxonomy;
|
|
75
103
|
}
|
|
104
|
+
// Balance-sheet items emit instant frames (CYxxxxQxI), which the "annual" filter
|
|
105
|
+
// (/^CY\d{4}$/) excludes. Default to "all" for them so a bare friendly-name call returns data.
|
|
106
|
+
const effectivePeriodType = input.period_type ?? (mapping?.group === 'balance_sheet' ? 'all' : 'annual');
|
|
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107
|
// Try each tag until we get data. `tryGetCompanyConcept` returns null for 404
|
|
77
108
|
// (tag not reported by this company); other errors propagate.
|
|
78
109
|
let conceptResponse;
|
|
@@ -99,13 +130,21 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
99
130
|
const hint = taxonomy === 'ifrs-full'
|
|
100
131
|
? 'Try a raw XBRL tag instead of a friendly name, or check the company uses IFRS.'
|
|
101
132
|
: "This company may use a different tag or taxonomy. Try 'ifrs-full' for foreign filers.";
|
|
102
|
-
throw
|
|
133
|
+
throw ctx.fail('no_concept_data', `No XBRL data for '${input.concept}' under ${taxonomy} for this company.`, {
|
|
134
|
+
recovery: { hint },
|
|
135
|
+
concept: input.concept,
|
|
136
|
+
taxonomy,
|
|
137
|
+
tags_tried: tagsTried,
|
|
138
|
+
});
|
|
103
139
|
}
|
|
104
140
|
// Deduplicate: keep only entries with frame field (one per standard calendar period)
|
|
105
141
|
const deduped = allUnits.filter((u) => !!u.frame);
|
|
106
142
|
// If deduplication removed everything, the concept exists but has no frame-aligned entries
|
|
107
143
|
if (deduped.length === 0) {
|
|
108
|
-
throw
|
|
144
|
+
throw ctx.fail('no_frame_data', `'${conceptResponse.tag}' exists for this company but has no standard-period data.`, {
|
|
145
|
+
...ctx.recoveryFor('no_frame_data'),
|
|
146
|
+
tag: conceptResponse.tag,
|
|
147
|
+
});
|
|
109
148
|
}
|
|
110
149
|
// Remove duplicates by frame value (keep latest filed)
|
|
111
150
|
const byFrame = new Map();
|
|
@@ -117,10 +156,10 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
117
156
|
}
|
|
118
157
|
// Filter by period type using frame pattern (fp reflects the filing, not the data point)
|
|
119
158
|
let filtered = Array.from(byFrame.values());
|
|
120
|
-
if (
|
|
159
|
+
if (effectivePeriodType === 'annual') {
|
|
121
160
|
filtered = filtered.filter((u) => /^CY\d{4}$/.test(u.frame));
|
|
122
161
|
}
|
|
123
|
-
else if (
|
|
162
|
+
else if (effectivePeriodType === 'quarterly') {
|
|
124
163
|
filtered = filtered.filter((u) => /^CY\d{4}Q\d/.test(u.frame));
|
|
125
164
|
}
|
|
126
165
|
// If period_type filter removed everything, suggest the right period type
|
|
@@ -129,10 +168,14 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
129
168
|
const hasInstant = sample && /I$/.test(sample.frame);
|
|
130
169
|
const hint = hasInstant
|
|
131
170
|
? 'This is a balance sheet (instant) item — try period_type: "quarterly" or "all".'
|
|
132
|
-
:
|
|
171
|
+
: effectivePeriodType === 'annual'
|
|
133
172
|
? 'No annual data found — try period_type: "quarterly" or "all".'
|
|
134
173
|
: 'No quarterly data found — try period_type: "annual" or "all".';
|
|
135
|
-
throw
|
|
174
|
+
throw ctx.fail('no_period_data', `No ${effectivePeriodType} data for '${conceptResponse.tag}'.`, {
|
|
175
|
+
recovery: { hint },
|
|
176
|
+
tag: conceptResponse.tag,
|
|
177
|
+
period_type: effectivePeriodType,
|
|
178
|
+
});
|
|
136
179
|
}
|
|
137
180
|
// Sort newest first
|
|
138
181
|
filtered.sort((a, b) => b.end.localeCompare(a.end));
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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|
|
1
|
+
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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1
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+
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6BA+G7B,CAAC"}
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@@ -3,6 +3,7 @@
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3
3
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* @module mcp-server/tools/definitions/search-filings
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4
4
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*/
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5
5
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import { z } from '@cyanheads/mcp-ts-core';
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6
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+
import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
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6
7
|
export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
|
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7
8
|
query: z.ZodString;
|
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8
9
|
forms: z.ZodOptional<z.ZodArray<z.ZodString>>;
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@@ -25,5 +26,10 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
|
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25
26
|
location: z.ZodOptional<z.ZodString>;
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26
27
|
}, z.core.$strip>>;
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27
28
|
form_distribution: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodNumber>>;
|
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28
|
-
}, z.core.$strip
|
|
29
|
+
}, z.core.$strip>, readonly [{
|
|
30
|
+
readonly reason: "invalid_date_range";
|
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31
|
+
readonly code: JsonRpcErrorCode.ValidationError;
|
|
32
|
+
readonly when: "Only one of start_date or end_date was provided";
|
|
33
|
+
readonly recovery: "Provide both start_date and end_date, or omit both to search all dates.";
|
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34
|
+
}]>;
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29
35
|
//# sourceMappingURL=search-filings.tool.d.ts.map
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@@ -1 +1 @@
|
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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;
|
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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"}
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@@ -3,7 +3,7 @@
|
|
|
3
3
|
* @module mcp-server/tools/definitions/search-filings
|
|
4
4
|
*/
|
|
5
5
|
import { tool, z } from '@cyanheads/mcp-ts-core';
|
|
6
|
-
import {
|
|
6
|
+
import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
|
|
7
7
|
import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
|
|
8
8
|
/**
|
|
9
9
|
* EDGAR's `display_names[0]` embeds the ticker(s) and CIK in trailing parentheticals
|
|
@@ -57,6 +57,14 @@ async function resolveEntityTargeting(query) {
|
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|
57
57
|
export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
58
58
|
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).',
|
|
59
59
|
annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
|
|
60
|
+
errors: [
|
|
61
|
+
{
|
|
62
|
+
reason: 'invalid_date_range',
|
|
63
|
+
code: JsonRpcErrorCode.ValidationError,
|
|
64
|
+
when: 'Only one of start_date or end_date was provided',
|
|
65
|
+
recovery: 'Provide both start_date and end_date, or omit both to search all dates.',
|
|
66
|
+
},
|
|
67
|
+
],
|
|
60
68
|
input: z.object({
|
|
61
69
|
query: z
|
|
62
70
|
.string()
|
|
@@ -117,7 +125,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
|
117
125
|
async handler(input, ctx) {
|
|
118
126
|
// Validate date range: both or neither
|
|
119
127
|
if ((input.start_date && !input.end_date) || (!input.start_date && input.end_date)) {
|
|
120
|
-
throw
|
|
128
|
+
throw ctx.fail('invalid_date_range', 'Both start_date and end_date are required when filtering by date.', { ...ctx.recoveryFor('invalid_date_range') });
|
|
121
129
|
}
|
|
122
130
|
// Resolve ticker:/cik: entity targeting → company name in query + CIK for filtering
|
|
123
131
|
const { query, entityCik } = await resolveEntityTargeting(input.query);
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"search-filings.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,
|
|
1
|
+
{"version":3,"file":"search-filings.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAE3E;;;;GAIG;AACH,SAAS,gBAAgB,CAAC,WAAmB;IAC3C,OAAO,WAAW;SACf,OAAO,CAAC,oBAAoB,EAAE,EAAE,CAAC;SACjC,OAAO,CAAC,0BAA0B,EAAE,EAAE,CAAC;SACvC,OAAO,CAAC,MAAM,EAAE,GAAG,CAAC;SACpB,IAAI,EAAE,CAAC;AACZ,CAAC;AAED;;;GAGG;AACH,KAAK,UAAU,sBAAsB,CACnC,KAAa;IAEb,MAAM,WAAW,GAAG,KAAK,CAAC,KAAK,CAAC,iBAAiB,CAAC,CAAC;IACnD,MAAM,QAAQ,GAAG,KAAK,CAAC,KAAK,CAAC,cAAc,CAAC,CAAC;IAE7C,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;IAEjC,IAAI,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QACrB,MAAM,KAAK,GAAG,WAAW,CAAC,CAAC,CAAC,CAAC;QAC7B,MAAM,MAAM,GAAG,WAAW,CAAC,CAAC,CAAC,CAAC;QAC9B,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,MAAM,CAAC,CAAC;QAC9C,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,KAAK,EAAE,IAAI,EAAE,CAAC;YAChB,OAAO;gBACL,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,IAAI,KAAK,CAAC,IAAI,GAAG,CAAC,CAAC,IAAI,EAAE;gBACrD,SAAS,EAAE,KAAK,CAAC,GAAG;aACrB,CAAC;QACJ,CAAC;QACD,OAAO,EAAE,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,EAAE,CAAC,CAAC,IAAI,EAAE,EAAE,CAAC;IACpD,CAAC;IAED,IAAI,QAAQ,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QAClB,MAAM,KAAK,GAAG,QAAQ,CAAC,CAAC,CAAC,CAAC;QAC1B,MAAM,MAAM,GAAG,QAAQ,CAAC,CAAC,CAAC,CAAC;QAC3B,MAAM,MAAM,GAAG,MAAM,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC,CAAC;QACxC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,MAAM,CAAC,CAAC;QAC9C,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,KAAK,EAAE,IAAI,EAAE,CAAC;YAChB,OAAO;gBACL,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,IAAI,KAAK,CAAC,IAAI,GAAG,CAAC,CAAC,IAAI,EAAE;gBACrD,SAAS,EAAE,MAAM;aAClB,CAAC;QACJ,CAAC;QACD,OAAO,EAAE,KAAK,EAAE,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,EAAE,CAAC,CAAC,IAAI,EAAE,EAAE,SAAS,EAAE,MAAM,EAAE,CAAC;IACvE,CAAC;IAED,OAAO,EAAE,KAAK,EAAE,CAAC;AACnB,CAAC;AAED,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,iLAAiL;IACnL,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,MAAM,EAAE;QACN;YACE,MAAM,EAAE,oBAAoB;YAC5B,IAAI,EAAE,gBAAgB,CAAC,eAAe;YACtC,IAAI,EAAE,iDAAiD;YACvD,QAAQ,EAAE,yEAAyE;SACpF;KACF;IAED,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,KAAK,EAAE,CAAC;aACL,MAAM,EAAE;aACR,GAAG,CAAC,CAAC,CAAC;aACN,QAAQ,CACP,6PAA6P,CAC9P;QACH,KAAK,EAAE,CAAC;aACL,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,EAAE;aACV,QAAQ,CACP,uGAAuG,CACxG;QACH,UAAU,EAAE,CAAC;aACV,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,qGAAqG,CACtG;QACH,QAAQ,EAAE,CAAC;aACR,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,mGAAmG,CACpG;QACH,KAAK,EAAE,CAAC;aACL,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,GAAG,CAAC;aACR,OAAO,CAAC,EAAE,CAAC;aACX,QAAQ,CAAC,kEAAkE,CAAC;QAC/E,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,GAAG,EAAE;aACL,GAAG,CAAC,CAAC,CAAC;aACN,GAAG,CAAC,IAAI,CAAC;aACT,OAAO,CAAC,CAAC,CAAC;aACV,QAAQ,CACP,4IAA4I,CAC7I;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4CAA4C,CAAC;QACxE,cAAc,EAAE,CAAC,CAAC,OAAO,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QAC7E,OAAO,EAAE,CAAC;aACP,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CAAC,mDAAmD,CAAC;YAChE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,YAAY,CAAC;YAClD,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,aAAa,CAAC;YAC/C,aAAa,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mBAAmB,CAAC;YAClE,YAAY,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;YACxD,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,cAAc,CAAC;YACxC,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,uBAAuB,CAAC;YACzE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,WAAW,CAAC;YAChD,QAAQ,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,oBAAoB,CAAC;SAC/D,CAAC;aACD,QAAQ,CAAC,0DAA0D,CAAC,CACxE;aACA,QAAQ,CAAC,mBAAmB,CAAC;QAChC,iBAAiB,EAAE,CAAC;aACjB,MAAM,CAAC,CAAC,CAAC,MAAM,EAAE,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC;aAC9B,QAAQ,EAAE;aACV,QAAQ,CAAC,iEAAiE,CAAC;KAC/E,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,uCAAuC;QACvC,IAAI,CAAC,KAAK,CAAC,UAAU,IAAI,CAAC,KAAK,CAAC,QAAQ,CAAC,IAAI,CAAC,CAAC,KAAK,CAAC,UAAU,IAAI,KAAK,CAAC,QAAQ,CAAC,EAAE,CAAC;YACnF,MAAM,GAAG,CAAC,IAAI,CACZ,oBAAoB,EACpB,mEAAmE,EACnE,EAAE,GAAG,GAAG,CAAC,WAAW,CAAC,oBAAoB,CAAC,EAAE,CAC7C,CAAC;QACJ,CAAC;QAED,oFAAoF;QACpF,MAAM,EAAE,KAAK,EAAE,SAAS,EAAE,GAAG,MAAM,sBAAsB,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC;QAEvE,6EAA6E;QAC7E,MAAM,SAAS,GAAG,SAAS,CAAC,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,KAAK,CAAC,KAAK,CAAC;QAEhD,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QACjC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,aAAa,CAAC;YACvC,KAAK;YACL,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,SAAS,EAAE,KAAK,CAAC,UAAU;YAC3B,OAAO,EAAE,KAAK,CAAC,QAAQ;YACvB,IAAI,EAAE,KAAK,CAAC,MAAM;YAClB,IAAI,EAAE,SAAS;SAChB,CAAC,CAAC;QAEH,IAAI,KAAK,GAAG,QAAQ,CAAC,IAAI,CAAC,KAAK,CAAC,KAAK,CAAC;QACtC,IAAI,YAAY,GAAG,QAAQ,CAAC,IAAI,CAAC,KAAK,CAAC,QAAQ,KAAK,IAAI,CAAC;QAEzD,6EAA6E;QAC7E,8DAA8D;QAC9D,IAAI,IAAI,GAAG,QAAQ,CAAC,IAAI,CAAC,IAAI,CAAC;QAE9B,2DAA2D;QAC3D,IAAI,SAAS,EAAE,CAAC;YACd,IAAI,GAAG,IAAI,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,OAAO,CAAC,IAAI,EAAE,QAAQ,CAAC,SAAS,CAAC,CAAC,CAAC;YAC/D,KAAK,GAAG,IAAI,CAAC,MAAM,CAAC;YACpB,YAAY,GAAG,IAAI,CAAC;QACtB,CAAC;QAED,MAAM,MAAM,GAAG,IAAI,CAAC,KAAK,CAAC,CAAC,EAAE,KAAK,CAAC,KAAK,CAAC,CAAC;QAE1C,MAAM,OAAO,GAAG,MAAM,CAAC,GAAG,CAAC,CAAC,GAAG,EAAE,EAAE;YACjC,MAAM,eAAe,GAAG,GAAG,CAAC,OAAO,CAAC,IAAI,IAAI,GAAG,CAAC,GAAG,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,IAAI,GAAG,CAAC,GAAG,CAAC;YAE7E,OAAO;gBACL,gBAAgB,EAAE,eAAe;gBACjC,IAAI,EAAE,GAAG,CAAC,OAAO,CAAC,IAAI,IAAI,SAAS;gBACnC,WAAW,EAAE,GAAG,CAAC,OAAO,CAAC,SAAS;gBAClC,aAAa,EAAE,GAAG,CAAC,OAAO,CAAC,aAAa,IAAI,SAAS;gBACrD,YAAY,EAAE,gBAAgB,CAAC,GAAG,CAAC,OAAO,CAAC,aAAa,EAAE,CAAC,CAAC,CAAC,IAAI,EAAE,CAAC;gBACpE,GAAG,EAAE,GAAG,CAAC,OAAO,CAAC,IAAI,EAAE,CAAC,CAAC,CAAC,IAAI,EAAE;gBAChC,gBAAgB,EAAE,GAAG,CAAC,OAAO,CAAC,gBAAgB,IAAI,SAAS;gBAC3D,GAAG,EAAE,GAAG,CAAC,OAAO,CAAC,IAAI,EAAE,CAAC,CAAC,CAAC,IAAI,SAAS;gBACvC,QAAQ,EAAE,GAAG,CAAC,OAAO,CAAC,aAAa,EAAE,CAAC,CAAC,CAAC,IAAI,SAAS;aACtD,CAAC;QACJ,CAAC,CAAC,CAAC;QAEH,8CAA8C;QAC9C,IAAI,gBAAoD,CAAC;QACzD,IAAI,QAAQ,CAAC,YAAY,EAAE,WAAW,EAAE,OAAO,EAAE,CAAC;YAChD,gBAAgB,GAAG,EAAE,CAAC;YACtB,KAAK,MAAM,MAAM,IAAI,QAAQ,CAAC,YAAY,CAAC,WAAW,CAAC,OAAO,EAAE,CAAC;gBAC/D,gBAAgB,CAAC,MAAM,CAAC,GAAG,CAAC,GAAG,MAAM,CAAC,SAAS,CAAC;YAClD,CAAC;QACH,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,yBAAyB,EAAE;YACtC,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,KAAK;YACL,WAAW,EAAE,OAAO,CAAC,MAAM;SAC5B,CAAC,CAAC;QAEH,OAAO,EAAE,KAAK,EAAE,cAAc,EAAE,YAAY,EAAE,OAAO,EAAE,iBAAiB,EAAE,gBAAgB,EAAE,CAAC;IAC/F,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,SAAS,GAAG,MAAM,CAAC,cAAc,CAAC,CAAC,CAAC,OAAO,CAAC,CAAC,CAAC,kBAAkB,CAAC;QACvE,MAAM,KAAK,GAAG,CAAC,SAAS,MAAM,CAAC,KAAK,aAAa,SAAS,GAAG,CAAC,CAAC;QAC/D,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,OAAO,EAAE,CAAC;YAC/B,MAAM,MAAM,GAAG,CAAC,CAAC,aAAa,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,aAAa,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;YACtE,MAAM,IAAI,GAAG,CAAC,CAAC,gBAAgB,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,gBAAgB,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;YAClE,MAAM,GAAG,GAAG,CAAC,CAAC,GAAG,CAAC,CAAC,CAAC,UAAU,CAAC,CAAC,GAAG,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;YAC3C,MAAM,GAAG,GAAG,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,QAAQ,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;YACjD,KAAK,CAAC,IAAI,CACR,KAAK,CAAC,CAAC,IAAI,IAAI,KAAK,IAAI,CAAC,CAAC,WAAW,GAAG,MAAM,MAAM,CAAC,CAAC,YAAY,SAAS,CAAC,CAAC,GAAG,IAAI,GAAG,GAAG,GAAG,GAAG,IAAI,KAAK,CAAC,CAAC,gBAAgB,GAAG,CAC/H,CAAC;QACJ,CAAC;QACD,IAAI,MAAM,CAAC,iBAAiB,EAAE,CAAC;YAC7B,MAAM,IAAI,GAAG,MAAM,CAAC,OAAO,CAAC,MAAM,CAAC,iBAAiB,CAAC;iBAClD,GAAG,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,KAAK,CAAC,EAAE,CAAC;iBAC7B,IAAI,CAAC,IAAI,CAAC,CAAC;YACd,KAAK,CAAC,IAAI,CAAC,wBAAwB,IAAI,EAAE,CAAC,CAAC;QAC7C,CAAC;QACD,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC"}
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"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;
|
|
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"}
|
|
@@ -107,6 +107,23 @@ const CONCEPT_MAP = {
|
|
|
107
107
|
unit: 'USD',
|
|
108
108
|
label: 'Capital Expenditures',
|
|
109
109
|
},
|
|
110
|
+
depreciation_amortization: {
|
|
111
|
+
group: 'cash_flow',
|
|
112
|
+
tags: ['DepreciationDepletionAndAmortization', 'DepreciationAndAmortization', 'Depreciation'],
|
|
113
|
+
taxonomy: 'us-gaap',
|
|
114
|
+
unit: 'USD',
|
|
115
|
+
label: 'Depreciation & Amortization',
|
|
116
|
+
},
|
|
117
|
+
// Distinct from `debt` (which targets long-term debt directly). `notes_payable` prefers
|
|
118
|
+
// the notes-specific tags and only falls back to LongTermDebt for filers that report it
|
|
119
|
+
// there exclusively.
|
|
120
|
+
notes_payable: {
|
|
121
|
+
group: 'balance_sheet',
|
|
122
|
+
tags: ['LongTermNotesPayable', 'NotesPayable', 'LongTermDebt'],
|
|
123
|
+
taxonomy: 'us-gaap',
|
|
124
|
+
unit: 'USD',
|
|
125
|
+
label: 'Notes Payable',
|
|
126
|
+
},
|
|
110
127
|
};
|
|
111
128
|
/**
|
|
112
129
|
* Resolve a concept input to its mapping. Accepts friendly names or raw XBRL tags.
|
|
@@ -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"}
|
|
@@ -55,7 +55,7 @@ declare class EdgarApiService {
|
|
|
55
55
|
tryGetFrames(taxonomy: string, tag: string, unit: string, period: string): Promise<FramesResponse | null>;
|
|
56
56
|
/**
|
|
57
57
|
* Rate-limited fetch with retry/backoff. Returns the response on 2xx or 404;
|
|
58
|
-
* throws `
|
|
58
|
+
* throws a status-classified `McpError` on other non-OK statuses after retries are exhausted.
|
|
59
59
|
*/
|
|
60
60
|
private rawFetch;
|
|
61
61
|
/**
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"edgar-api-service.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/edgar-api-service.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;
|
|
1
|
+
{"version":3,"file":"edgar-api-service.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/edgar-api-service.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAKH,OAAO,KAAK,EACV,QAAQ,EACR,sBAAsB,EACtB,YAAY,EACZ,WAAW,EACX,cAAc,EACd,mBAAmB,EAEpB,MAAM,YAAY,CAAC;AAcpB,cAAM,eAAe;IACnB,OAAO,CAAC,aAAa,CAAK;IAC1B,OAAO,CAAC,aAAa,CAAS;IAC9B,OAAO,CAAC,WAAW,CAA0B;IAC7C,OAAO,CAAC,aAAa,CAAoC;;IAOzD,0DAA0D;IACpD,SAAS,CAAC,CAAC,EAAE,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,CAAC,CAAC;IAQ3C,kFAAkF;IAC5E,YAAY,CAAC,CAAC,EAAE,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,CAAC,GAAG,IAAI,CAAC;IAKrD,sDAAsD;IAChD,SAAS,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAQ7C,sFAAsF;IAChF,YAAY,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC;IAOvD;;;;;OAKG;IACG,UAAU,CAAC,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,QAAQ,GAAG,QAAQ,EAAE,CAAC;IAiD/D,2CAA2C;IACrC,WAAW,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,GAAG,SAAS,CAAC;IAO3D,cAAc,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,mBAAmB,CAAC;IAOzD,aAAa,CAAC,MAAM,EAAE;QACpB,KAAK,EAAE,MAAM,CAAC;QACd,KAAK,CAAC,EAAE,MAAM,EAAE,GAAG,SAAS,CAAC;QAC7B,SAAS,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC/B,OAAO,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC7B,IAAI,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC1B,IAAI,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;KAC3B,GAAG,OAAO,CAAC,YAAY,CAAC;IAezB;;;OAGG;IACG,cAAc,CAAC,eAAe,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,EAAE,CAAC;IAoBhE,oFAAoF;IACpF,iBAAiB,CAAC,GAAG,EAAE,MAAM,EAAE,eAAe,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,GAAG,IAAI,CAAC;IAQpF,iBAAiB,CAAC,GAAG,EAAE,MAAM,EAAE,eAAe,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAQ1F;;OAEG;IACH,oBAAoB,CAClB,GAAG,EAAE,MAAM,EACX,eAAe,EAAE,MAAM,EACvB,QAAQ,EAAE,MAAM,GACf,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC;IAQzB,6FAA6F;IAC7F,oBAAoB,CAClB,GAAG,EAAE,MAAM,EACX,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,GACV,OAAO,CAAC,sBAAsB,GAAG,IAAI,CAAC;IAOzC,8FAA8F;IAC9F,YAAY,CACV,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,EACX,IAAI,EAAE,MAAM,EACZ,MAAM,EAAE,MAAM,GACb,OAAO,CAAC,cAAc,GAAG,IAAI,CAAC;IAQjC;;;OAGG;YACW,QAAQ;IA4BtB;;;OAGG;IACH,OAAO,CAAC,QAAQ;YAcF,cAAc;CA8B7B;AASD,wBAAgB,mBAAmB,IAAI,IAAI,CAE1C;AAED,wBAAgB,kBAAkB,IAAI,eAAe,CAIpD"}
|
|
@@ -4,7 +4,8 @@
|
|
|
4
4
|
* and ticker/entity caching.
|
|
5
5
|
* @module services/edgar/edgar-api-service
|
|
6
6
|
*/
|
|
7
|
-
import { serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
|
|
7
|
+
import { notFound, serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
|
|
8
|
+
import { httpErrorFromResponse } from '@cyanheads/mcp-ts-core/utils';
|
|
8
9
|
import { getServerConfig } from '../../config/server-config.js';
|
|
9
10
|
const MAX_RETRIES = 3;
|
|
10
11
|
const BASE_BACKOFF_MS = 1000;
|
|
@@ -22,7 +23,7 @@ class EdgarApiService {
|
|
|
22
23
|
async fetchJson(url) {
|
|
23
24
|
const response = await this.rawFetch(url, true);
|
|
24
25
|
if (response.status === 404) {
|
|
25
|
-
throw
|
|
26
|
+
throw notFound(`SEC EDGAR API returned 404 for ${url}`, { url, status: 404 });
|
|
26
27
|
}
|
|
27
28
|
return response.json();
|
|
28
29
|
}
|
|
@@ -35,7 +36,7 @@ class EdgarApiService {
|
|
|
35
36
|
async fetchText(url) {
|
|
36
37
|
const response = await this.rawFetch(url, false);
|
|
37
38
|
if (response.status === 404) {
|
|
38
|
-
throw
|
|
39
|
+
throw notFound(`SEC EDGAR returned 404 for ${url}`, { url, status: 404 });
|
|
39
40
|
}
|
|
40
41
|
return response.text();
|
|
41
42
|
}
|
|
@@ -171,7 +172,7 @@ class EdgarApiService {
|
|
|
171
172
|
// --- Internals ---
|
|
172
173
|
/**
|
|
173
174
|
* Rate-limited fetch with retry/backoff. Returns the response on 2xx or 404;
|
|
174
|
-
* throws `
|
|
175
|
+
* throws a status-classified `McpError` on other non-OK statuses after retries are exhausted.
|
|
175
176
|
*/
|
|
176
177
|
async rawFetch(url, acceptJson) {
|
|
177
178
|
const headers = { 'User-Agent': getServerConfig().userAgent };
|
|
@@ -186,11 +187,14 @@ class EdgarApiService {
|
|
|
186
187
|
await sleep(BASE_BACKOFF_MS * 2 ** attempt);
|
|
187
188
|
continue;
|
|
188
189
|
}
|
|
189
|
-
const
|
|
190
|
-
|
|
191
|
-
|
|
192
|
-
|
|
193
|
-
|
|
190
|
+
const data = { url };
|
|
191
|
+
if (response.status === 403) {
|
|
192
|
+
const host = new URL(url).hostname;
|
|
193
|
+
data.recovery = {
|
|
194
|
+
hint: `${host} may be blocking requests. Check EDGAR_USER_AGENT format ("AppName contact@email.com") or retry later.`,
|
|
195
|
+
};
|
|
196
|
+
}
|
|
197
|
+
throw await httpErrorFromResponse(response, { service: 'SEC EDGAR', data });
|
|
194
198
|
}
|
|
195
199
|
throw serviceUnavailable('SEC EDGAR API request failed after retries', { url });
|
|
196
200
|
}
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"edgar-api-service.js","sourceRoot":"","sources":["../../../src/services/edgar/edgar-api-service.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;
|
|
1
|
+
{"version":3,"file":"edgar-api-service.js","sourceRoot":"","sources":["../../../src/services/edgar/edgar-api-service.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,QAAQ,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;AAC7E,OAAO,EAAE,qBAAqB,EAAE,MAAM,8BAA8B,CAAC;AACrE,OAAO,EAAE,eAAe,EAAE,MAAM,2BAA2B,CAAC;AAW5D,MAAM,WAAW,GAAG,CAAC,CAAC;AACtB,MAAM,eAAe,GAAG,IAAI,CAAC;AAC7B,MAAM,kBAAkB,GAAG,IAAI,GAAG,CAAC,CAAC,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,EAAE,GAAG,CAAC,CAAC,CAAC;AAU9D,MAAM,eAAe;IACX,aAAa,GAAG,CAAC,CAAC;IAClB,aAAa,CAAS;IACtB,WAAW,CAA0B;IACrC,aAAa,GAAkB,OAAO,CAAC,OAAO,EAAE,CAAC;IAEzD;QACE,MAAM,MAAM,GAAG,eAAe,EAAE,CAAC;QACjC,IAAI,CAAC,aAAa,GAAG,IAAI,CAAC,IAAI,CAAC,IAAI,GAAG,MAAM,CAAC,YAAY,CAAC,CAAC;IAC7D,CAAC;IAED,0DAA0D;IAC1D,KAAK,CAAC,SAAS,CAAI,GAAW;QAC5B,MAAM,QAAQ,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,GAAG,EAAE,IAAI,CAAC,CAAC;QAChD,IAAI,QAAQ,CAAC,MAAM,KAAK,GAAG,EAAE,CAAC;YAC5B,MAAM,QAAQ,CAAC,kCAAkC,GAAG,EAAE,EAAE,EAAE,GAAG,EAAE,MAAM,EAAE,GAAG,EAAE,CAAC,CAAC;QAChF,CAAC;QACD,OAAO,QAAQ,CAAC,IAAI,EAAgB,CAAC;IACvC,CAAC;IAED,kFAAkF;IAClF,KAAK,CAAC,YAAY,CAAI,GAAW;QAC/B,MAAM,QAAQ,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,GAAG,EAAE,IAAI,CAAC,CAAC;QAChD,OAAO,QAAQ,CAAC,MAAM,KAAK,GAAG,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAE,QAAQ,CAAC,IAAI,EAAiB,CAAC;IAC1E,CAAC;IAED,sDAAsD;IACtD,KAAK,CAAC,SAAS,CAAC,GAAW;QACzB,MAAM,QAAQ,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,GAAG,EAAE,KAAK,CAAC,CAAC;QACjD,IAAI,QAAQ,CAAC,MAAM,KAAK,GAAG,EAAE,CAAC;YAC5B,MAAM,QAAQ,CAAC,8BAA8B,GAAG,EAAE,EAAE,EAAE,GAAG,EAAE,MAAM,EAAE,GAAG,EAAE,CAAC,CAAC;QAC5E,CAAC;QACD,OAAO,QAAQ,CAAC,IAAI,EAAE,CAAC;IACzB,CAAC;IAED,sFAAsF;IACtF,KAAK,CAAC,YAAY,CAAC,GAAW;QAC5B,MAAM,QAAQ,GAAG,MAAM,IAAI,CAAC,QAAQ,CAAC,GAAG,EAAE,KAAK,CAAC,CAAC;QACjD,OAAO,QAAQ,CAAC,MAAM,KAAK,GAAG,CAAC,CAAC,CAAC,IAAI,CAAC,CAAC,CAAC,QAAQ,CAAC,IAAI,EAAE,CAAC;IAC1D,CAAC;IAED,yBAAyB;IAEzB;;;;;OAKG;IACH,KAAK,CAAC,UAAU,CAAC,KAAa;QAC5B,MAAM,KAAK,GAAG,MAAM,IAAI,CAAC,cAAc,EAAE,CAAC;QAC1C,MAAM,OAAO,GAAG,KAAK,CAAC,IAAI,EAAE,CAAC;QAE7B,gBAAgB;QAChB,IAAI,OAAO,CAAC,IAAI,CAAC,OAAO,CAAC,EAAE,CAAC;YAC1B,MAAM,MAAM,GAAG,OAAO,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC,CAAC;YACzC,MAAM,KAAK,GAAG,KAAK,CAAC,KAAK,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC;YACtC,IAAI,KAAK;gBAAE,OAAO,KAAK,CAAC;YACxB,mFAAmF;YACnF,gFAAgF;YAChF,OAAO,EAAE,GAAG,EAAE,MAAM,EAAE,CAAC;QACzB,CAAC;QAED,4BAA4B;QAC5B,MAAM,KAAK,GAAG,OAAO,CAAC,WAAW,EAAE,CAAC;QACpC,IAAI,cAAc,CAAC,IAAI,CAAC,KAAK,CAAC,EAAE,CAAC;YAC/B,MAAM,KAAK,GAAG,KAAK,CAAC,QAAQ,CAAC,GAAG,CAAC,KAAK,CAAC,CAAC;YACxC,IAAI,KAAK;gBAAE,OAAO,KAAK,CAAC;QAC1B,CAAC;QAED,0CAA0C;QAC1C,MAAM,KAAK,GAAG,OAAO,CAAC,WAAW,EAAE,CAAC;QACpC,MAAM,KAAK,GAAe,EAAE,CAAC;QAC7B,MAAM,MAAM,GAAe,EAAE,CAAC;QAC9B,MAAM,SAAS,GAAe,EAAE,CAAC;QAEjC,KAAK,MAAM,KAAK,IAAI,KAAK,CAAC,UAAU,EAAE,CAAC;YACrC,IAAI,CAAC,KAAK,CAAC,IAAI;gBAAE,SAAS;YAC1B,MAAM,IAAI,GAAG,KAAK,CAAC,IAAI,CAAC,WAAW,EAAE,CAAC;YACtC,IAAI,IAAI,KAAK,KAAK,EAAE,CAAC;gBACnB,KAAK,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACpB,CAAC;iBAAM,IAAI,IAAI,CAAC,UAAU,CAAC,KAAK,CAAC,EAAE,CAAC;gBAClC,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACrB,CAAC;iBAAM,IAAI,IAAI,CAAC,QAAQ,CAAC,KAAK,CAAC,EAAE,CAAC;gBAChC,SAAS,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACxB,CAAC;QACH,CAAC;QAED,MAAM,OAAO,GAAG,CAAC,GAAG,KAAK,EAAE,GAAG,MAAM,EAAE,GAAG,SAAS,CAAC,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC;QAChE,IAAI,OAAO,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;YACvB,OAAO,OAAO,CAAC,MAAM,KAAK,CAAC,CAAC,CAAC,CAAE,OAAO,CAAC,CAAC,CAAc,CAAC,CAAC,CAAC,OAAO,CAAC;QACnE,CAAC;QAED,wCAAwC;QACxC,MAAM,WAAW,GAAG,KAAK,CAAC,QAAQ,CAAC,GAAG,CAAC,KAAK,CAAC,CAAC;QAC9C,OAAO,WAAW,IAAI,EAAE,CAAC;IAC3B,CAAC;IAED,2CAA2C;IAC3C,KAAK,CAAC,WAAW,CAAC,GAAW;QAC3B,MAAM,KAAK,GAAG,MAAM,IAAI,CAAC,cAAc,EAAE,CAAC;QAC1C,OAAO,KAAK,CAAC,KAAK,CAAC,GAAG,CAAC,GAAG,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC,CAAC,EAAE,MAAM,CAAC;IACxD,CAAC;IAED,0BAA0B;IAE1B,cAAc,CAAC,GAAW;QACxB,MAAM,MAAM,GAAG,GAAG,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC,CAAC;QACrC,OAAO,IAAI,CAAC,SAAS,CACnB,uCAAuC,MAAM,OAAO,CACrD,CAAC;IACJ,CAAC;IAED,aAAa,CAAC,MAOb;QACC,MAAM,GAAG,GAAG,IAAI,GAAG,CAAC,0CAA0C,CAAC,CAAC;QAChE,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,GAAG,EAAE,MAAM,CAAC,KAAK,CAAC,CAAC;QACxC,IAAI,MAAM,CAAC,KAAK,EAAE,MAAM;YAAE,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,OAAO,EAAE,MAAM,CAAC,KAAK,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC;QAChF,IAAI,MAAM,CAAC,SAAS,IAAI,MAAM,CAAC,OAAO,EAAE,CAAC;YACvC,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,WAAW,EAAE,QAAQ,CAAC,CAAC;YAC5C,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,SAAS,EAAE,MAAM,CAAC,SAAS,CAAC,CAAC;YAClD,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,OAAO,EAAE,MAAM,CAAC,OAAO,CAAC,CAAC;QAChD,CAAC;QACD,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,MAAM,EAAE,MAAM,CAAC,MAAM,CAAC,IAAI,IAAI,CAAC,CAAC,CAAC,CAAC;QACvD,GAAG,CAAC,YAAY,CAAC,GAAG,CAAC,MAAM,EAAE,MAAM,CAAC,MAAM,CAAC,IAAI,IAAI,EAAE,CAAC,CAAC,CAAC;QAExD,OAAO,IAAI,CAAC,SAAS,CAAe,GAAG,CAAC,QAAQ,EAAE,CAAC,CAAC;IACtD,CAAC;IAED;;;OAGG;IACH,KAAK,CAAC,cAAc,CAAC,eAAuB;QAC1C,MAAM,QAAQ,GAAG,MAAM,IAAI,CAAC,aAAa,CAAC,EAAE,KAAK,EAAE,eAAe,EAAE,IAAI,EAAE,EAAE,EAAE,CAAC,CAAC;QAChF,MAAM,mBAAmB,GAAG,eAAe,CAAC,OAAO,CAAC,SAAS,EAAE,EAAE,CAAC,CAAC;QACnE,MAAM,IAAI,GAAG,IAAI,GAAG,EAAU,CAAC;QAE/B,KAAK,MAAM,GAAG,IAAI,QAAQ,CAAC,IAAI,CAAC,IAAI,EAAE,CAAC;YACrC,MAAM,YAAY,GAAG,CAAC,GAAG,CAAC,OAAO,CAAC,IAAI,IAAI,G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|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@cyanheads/secedgar-mcp-server",
|
|
3
|
-
"version": "0.4.
|
|
3
|
+
"version": "0.4.2",
|
|
4
4
|
"description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
|
|
5
5
|
"mcpName": "io.github.cyanheads/secedgar-mcp-server",
|
|
6
6
|
"type": "module",
|
|
@@ -21,9 +21,11 @@
|
|
|
21
21
|
"tree": "bun scripts/tree.ts",
|
|
22
22
|
"format": "biome check --write --unsafe .",
|
|
23
23
|
"lint:mcp": "bun scripts/lint-mcp.ts",
|
|
24
|
+
"changelog:build": "bun scripts/build-changelog.ts",
|
|
25
|
+
"changelog:check": "bun scripts/build-changelog.ts --check",
|
|
24
26
|
"test": "vitest run",
|
|
25
|
-
"
|
|
26
|
-
"
|
|
27
|
+
"publish-mcp": "mcp-publisher login github -token \"$(security find-generic-password -a \"$USER\" -s mcp-publisher-github-pat -w)\" && mcp-publisher publish",
|
|
28
|
+
"start": "node dist/index.js",
|
|
27
29
|
"start:stdio": "MCP_TRANSPORT_TYPE=stdio node dist/index.js",
|
|
28
30
|
"start:http": "MCP_TRANSPORT_TYPE=http node dist/index.js"
|
|
29
31
|
},
|
|
@@ -68,17 +70,17 @@
|
|
|
68
70
|
"access": "public"
|
|
69
71
|
},
|
|
70
72
|
"dependencies": {
|
|
71
|
-
"@cyanheads/mcp-ts-core": "^0.
|
|
72
|
-
"html-to-text": "^
|
|
73
|
+
"@cyanheads/mcp-ts-core": "^0.8.13",
|
|
74
|
+
"html-to-text": "^10.0.0",
|
|
73
75
|
"pino-pretty": "^13.1.3"
|
|
74
76
|
},
|
|
75
77
|
"devDependencies": {
|
|
76
|
-
"@biomejs/biome": "^2.4.
|
|
78
|
+
"@biomejs/biome": "^2.4.14",
|
|
77
79
|
"@types/html-to-text": "^9.0.4",
|
|
78
80
|
"@types/node": "^25.6.0",
|
|
79
81
|
"depcheck": "^1.4.7",
|
|
80
82
|
"ignore": "^7.0.5",
|
|
81
|
-
"tsc-alias": "^1.8.
|
|
83
|
+
"tsc-alias": "^1.8.17",
|
|
82
84
|
"typescript": "^6.0.3",
|
|
83
85
|
"vitest": "^4.1.5"
|
|
84
86
|
}
|
package/server.json
CHANGED
|
@@ -6,7 +6,7 @@
|
|
|
6
6
|
"url": "https://github.com/cyanheads/secedgar-mcp-server",
|
|
7
7
|
"source": "github"
|
|
8
8
|
},
|
|
9
|
-
"version": "0.4.
|
|
9
|
+
"version": "0.4.2",
|
|
10
10
|
"remotes": [
|
|
11
11
|
{
|
|
12
12
|
"type": "streamable-http",
|
|
@@ -19,7 +19,7 @@
|
|
|
19
19
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
20
20
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
21
21
|
"runtimeHint": "bun",
|
|
22
|
-
"version": "0.4.
|
|
22
|
+
"version": "0.4.2",
|
|
23
23
|
"environmentVariables": [
|
|
24
24
|
{
|
|
25
25
|
"name": "EDGAR_USER_AGENT",
|
|
@@ -44,7 +44,7 @@
|
|
|
44
44
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
45
45
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
46
46
|
"runtimeHint": "bun",
|
|
47
|
-
"version": "0.4.
|
|
47
|
+
"version": "0.4.2",
|
|
48
48
|
"environmentVariables": [
|
|
49
49
|
{
|
|
50
50
|
"name": "EDGAR_USER_AGENT",
|