@cyanheads/secedgar-mcp-server 0.4.2 → 0.4.3
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/prompts/definitions/company-analysis.prompt.js +2 -2
- package/dist/mcp-server/prompts/definitions/company-analysis.prompt.js.map +1 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.js +1 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.js.map +1 -1
- package/dist/mcp-server/resources/definitions/filing-types.resource.js +1 -1
- package/dist/mcp-server/resources/definitions/filing-types.resource.js.map +1 -1
- package/dist/mcp-server/tools/definitions/company-search.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/company-search.tool.js +5 -2
- package/dist/mcp-server/tools/definitions/company-search.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/compare-metric.tool.d.ts +1 -0
- package/dist/mcp-server/tools/definitions/compare-metric.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/compare-metric.tool.js +17 -9
- package/dist/mcp-server/tools/definitions/compare-metric.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts +27 -5
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.js +166 -30
- package/dist/mcp-server/tools/definitions/get-filing.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-financials.tool.js +16 -7
- package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js +7 -3
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts +5 -0
- package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.js +59 -20
- package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
- package/dist/services/edgar/edgar-api-service.d.ts +8 -0
- package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
- package/dist/services/edgar/edgar-api-service.js +13 -0
- package/dist/services/edgar/edgar-api-service.js.map +1 -1
- package/dist/services/edgar/filing-headers.d.ts +20 -0
- package/dist/services/edgar/filing-headers.d.ts.map +1 -0
- package/dist/services/edgar/filing-headers.js +35 -0
- package/dist/services/edgar/filing-headers.js.map +1 -0
- package/package.json +1 -1
- package/server.json +3 -3
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@@ -4,7 +4,7 @@
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*/
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import { prompt, z } from '@cyanheads/mcp-ts-core';
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export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
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description: `
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description: `Guide a structured analysis of a public company's SEC filings: identify recent filings, extract financial trends, surface risk factors, and note material events.`,
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args: z.object({
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company: z.string().describe('Company name, ticker symbol, or CIK number to analyze.'),
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focus_areas: z
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@@ -25,7 +25,7 @@ export const companyAnalysisPrompt = prompt('secedgar_company_analysis', {
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'1. **Company Identification** — Use `secedgar_company_search` to resolve the company and review recent filings.',
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'2. **Financial Trends** — Use `secedgar_get_financials` to pull key metrics (revenue, net_income, eps_diluted, assets, debt, operating_cash_flow) and identify trends over the last 3-5 years.',
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'3. **Recent Filings Review** — Use `secedgar_get_filing` to read the most recent 10-K or 10-Q for qualitative insights (risk factors, MD&A, business overview).',
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'4. **Material Events** —
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'4. **Material Events** — Use `secedgar_search_filings` (or call `secedgar_company_search` with `form_types: ["8-K"]`) to surface recent material events (M&A, leadership changes, earnings surprises).',
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'5. **Industry Context** — Use `secedgar_compare_metric` to compare key metrics against peers.',
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'',
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'Present findings as:',
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@@ -1 +1 @@
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-
{"version":3,"file":"company-analysis.prompt.js","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,MAAM,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,MAAM,CAAC,MAAM,qBAAqB,GAAG,MAAM,CAAC,2BAA2B,EAAE;IACvE,WAAW,EAAE,
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{"version":3,"file":"company-analysis.prompt.js","sourceRoot":"","sources":["../../../../src/mcp-server/prompts/definitions/company-analysis.prompt.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,MAAM,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAEnD,MAAM,CAAC,MAAM,qBAAqB,GAAG,MAAM,CAAC,2BAA2B,EAAE;IACvE,WAAW,EAAE,mKAAmK;IAEhL,IAAI,EAAE,CAAC,CAAC,MAAM,CAAC;QACb,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACtF,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,8HAA8H,CAC/H;KACJ,CAAC;IAEF,QAAQ,EAAE,CAAC,IAAI,EAAE,EAAE,CAAC;QAClB;YACE,IAAI,EAAE,MAAM;YACZ,OAAO,EAAE;gBACP,IAAI,EAAE,MAAM;gBACZ,IAAI,EAAE;oBACJ,iCAAiC,IAAI,CAAC,OAAO,KAAK,IAAI,CAAC,WAAW,CAAC,CAAC,CAAC,qBAAqB,IAAI,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,GAAG;oBACpH,EAAE;oBACF,kCAAkC;oBAClC,EAAE;oBACF,iHAAiH;oBACjH,gMAAgM;oBAChM,iKAAiK;oBACjK,wMAAwM;oBACxM,+FAA+F;oBAC/F,EAAE;oBACF,sBAAsB;oBACtB,gEAAgE;oBAChE,yDAAyD;oBACzD,yDAAyD;oBACzD,kEAAkE;oBAClE,kEAAkE;oBAClE,kEAAkE;iBACnE,CAAC,IAAI,CAAC,IAAI,CAAC;aACb;SACF;KACF;CACF,CAAC,CAAC"}
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@@ -15,7 +15,7 @@ const GROUP_LABELS = {
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export const conceptsResource = resource('secedgar://concepts', {
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name: 'XBRL Financial Concepts',
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description: 'Reference list of common XBRL financial concepts grouped by financial statement, ' +
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'mapping friendly names to XBRL tags. Read this before calling secedgar_get_financials to see available concept names.',
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'mapping friendly names to XBRL tags. Read this before calling secedgar_get_financials or secedgar_compare_metric to see available concept names.',
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mimeType: 'text/markdown',
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handler(_params, _ctx) {
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const groups = new Map();
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{"version":3,"file":"concepts.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAElD,OAAO,EAAE,YAAY,EAAE,MAAM,iCAAiC,CAAC;AAG/D,MAAM,YAAY,GAAiC;IACjD,gBAAgB,EAAE,kBAAkB;IACpC,aAAa,EAAE,eAAe;IAC9B,SAAS,EAAE,WAAW;IACtB,SAAS,EAAE,WAAW;IACtB,WAAW,EAAE,aAAa;CAC3B,CAAC;AAEF,MAAM,CAAC,MAAM,gBAAgB,GAAG,QAAQ,CAAC,qBAAqB,EAAE;IAC9D,IAAI,EAAE,yBAAyB;IAC/B,WAAW,EACT,mFAAmF;QACnF,
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{"version":3,"file":"concepts.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAElD,OAAO,EAAE,YAAY,EAAE,MAAM,iCAAiC,CAAC;AAG/D,MAAM,YAAY,GAAiC;IACjD,gBAAgB,EAAE,kBAAkB;IACpC,aAAa,EAAE,eAAe;IAC9B,SAAS,EAAE,WAAW;IACtB,SAAS,EAAE,WAAW;IACtB,WAAW,EAAE,aAAa;CAC3B,CAAC;AAEF,MAAM,CAAC,MAAM,gBAAgB,GAAG,QAAQ,CAAC,qBAAqB,EAAE;IAC9D,IAAI,EAAE,yBAAyB;IAC/B,WAAW,EACT,mFAAmF;QACnF,kJAAkJ;IACpJ,QAAQ,EAAE,eAAe;IAEzB,OAAO,CAAC,OAAO,EAAE,IAAI;QACnB,MAAM,MAAM,GAAG,IAAI,GAAG,EAAgC,CAAC;QACvD,KAAK,MAAM,KAAK,IAAI,YAAY,EAAE,EAAE,CAAC;YACnC,MAAM,IAAI,GAAG,MAAM,CAAC,GAAG,CAAC,KAAK,CAAC,KAAK,CAAC,IAAI,EAAE,CAAC;YAC3C,IAAI,CAAC,IAAI,CAAC,KAAK,CAAC,CAAC;YACjB,MAAM,CAAC,GAAG,CAAC,KAAK,CAAC,KAAK,EAAE,IAAI,CAAC,CAAC;QAChC,CAAC;QAED,MAAM,KAAK,GAAa,CAAC,2BAA2B,EAAE,EAAE,CAAC,CAAC;QAC1D,KAAK,CAAC,IAAI,CACR,wFAAwF,EACxF,EAAE,CACH,CAAC;QACF,KAAK,CAAC,IAAI,CACR,kFAAkF,EAClF,EAAE,CACH,CAAC;QAEF,KAAK,MAAM,CAAC,KAAK,EAAE,KAAK,CAAC,IAAI,MAAM,EAAE,CAAC;YACpC,IAAI,KAAK,CAAC,MAAM,KAAK,CAAC;gBAAE,SAAS;YACjC,KAAK,CAAC,IAAI,CAAC,MAAM,YAAY,CAAC,KAAK,CAAC,EAAE,EAAE,EAAE,CAAC,CAAC;YAC5C,KAAK,CAAC,IAAI,CAAC,yDAAyD,CAAC,CAAC;YACtE,KAAK,CAAC,IAAI,CAAC,iDAAiD,CAAC,CAAC;YAC9D,KAAK,MAAM,IAAI,IAAI,KAAK,EAAE,CAAC;gBACzB,KAAK,CAAC,IAAI,CACR,OAAO,IAAI,CAAC,IAAI,QAAQ,IAAI,CAAC,KAAK,MAAM,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,MAAM,IAAI,CAAC,QAAQ,MAAM,IAAI,CAAC,IAAI,IAAI,CAC1H,CAAC;YACJ,CAAC;YACD,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;QACjB,CAAC;QAED,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;IAC1B,CAAC;IAED,IAAI,EAAE,KAAK,IAAI,EAAE,CAAC,CAAC;QACjB,SAAS,EAAE;YACT;gBACE,GAAG,EAAE,qBAAqB;gBAC1B,IAAI,EAAE,yBAAyB;gBAC/B,WAAW,EAAE,4DAA4D;gBACzE,QAAQ,EAAE,eAAe;aAC1B;SACF;KACF,CAAC;CACH,CAAC,CAAC"}
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@@ -68,7 +68,7 @@ const FILING_TYPES = [
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export const filingTypesResource = resource('secedgar://filing-types', {
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name: 'SEC Filing Types',
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description: 'Reference list of common SEC filing types with descriptions, cadence, and typical use cases. ' +
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'Helps
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'Helps choose the forms parameter for secedgar_search_filings or the form_types filter for secedgar_company_search.',
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mimeType: 'text/markdown',
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handler(_params, _ctx) {
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const lines = ['# SEC Filing Types', ''];
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{"version":3,"file":"filing-types.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAElD,MAAM,YAAY,GAAG;IACnB;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EACT,mFAAmF;QACrF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,mBAAmB;QAC5B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,oDAAoD;KAChE;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,uFAAuF;QACzF,SAAS,EAAE,wDAAwD;KACpE;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,wFAAwF;QAC1F,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,iBAAiB;QAC1B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,+CAA+C;KAC3D;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,wDAAwD;QACrE,SAAS,EAAE,0CAA0C;KACtD;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,UAAU;QACnB,WAAW,EAAE,2EAA2E;QACxF,SAAS,EAAE,qCAAqC;KACjD;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EAAE,4DAA4D;QACzE,SAAS,EAAE,gCAAgC;KAC5C;CACO,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,QAAQ,CAAC,yBAAyB,EAAE;IACrE,IAAI,EAAE,kBAAkB;IACxB,WAAW,EACT,+FAA+F;QAC/F,
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{"version":3,"file":"filing-types.resource.js","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,QAAQ,EAAE,MAAM,wBAAwB,CAAC;AAElD,MAAM,YAAY,GAAG;IACnB;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EACT,mFAAmF;QACrF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,mBAAmB;QAC5B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,oDAAoD;KAChE;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,uFAAuF;QACzF,SAAS,EAAE,wDAAwD;KACpE;IACD;QACE,IAAI,EAAE,SAAS;QACf,OAAO,EAAE,cAAc;QACvB,WAAW,EACT,wFAAwF;QAC1F,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,sDAAsD;KAClE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,iBAAiB;QAC1B,WAAW,EAAE,qEAAqE;QAClF,SAAS,EAAE,yDAAyD;KACrE;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,yDAAyD;QACtE,SAAS,EAAE,+CAA+C;KAC3D;IACD;QACE,IAAI,EAAE,QAAQ;QACd,OAAO,EAAE,WAAW;QACpB,WAAW,EAAE,wDAAwD;QACrE,SAAS,EAAE,0CAA0C;KACtD;IACD;QACE,IAAI,EAAE,KAAK;QACX,OAAO,EAAE,UAAU;QACnB,WAAW,EAAE,2EAA2E;QACxF,SAAS,EAAE,qCAAqC;KACjD;IACD;QACE,IAAI,EAAE,MAAM;QACZ,OAAO,EAAE,QAAQ;QACjB,WAAW,EAAE,4DAA4D;QACzE,SAAS,EAAE,gCAAgC;KAC5C;CACO,CAAC;AAEX,MAAM,CAAC,MAAM,mBAAmB,GAAG,QAAQ,CAAC,yBAAyB,EAAE;IACrE,IAAI,EAAE,kBAAkB;IACxB,WAAW,EACT,+FAA+F;QAC/F,oHAAoH;IACtH,QAAQ,EAAE,eAAe;IAEzB,OAAO,CAAC,OAAO,EAAE,IAAI;QACnB,MAAM,KAAK,GAAa,CAAC,oBAAoB,EAAE,EAAE,CAAC,CAAC;QACnD,KAAK,CAAC,IAAI,CACR,uHAAuH,EACvH,EAAE,CACH,CAAC;QACF,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,CAAC,IAAI,CAAC,8CAA8C,CAAC,CAAC;QAC3D,KAAK,MAAM,EAAE,IAAI,YAAY,EAAE,CAAC;YAC9B,KAAK,CAAC,IAAI,CAAC,OAAO,EAAE,CAAC,IAAI,QAAQ,EAAE,CAAC,OAAO,MAAM,EAAE,CAAC,WAAW,MAAM,EAAE,CAAC,SAAS,IAAI,CAAC,CAAC;QACzF,CAAC;QACD,OAAO,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;IAC1B,CAAC;IAED,IAAI,EAAE,KAAK,IAAI,EAAE,CAAC,CAAC;QACjB,SAAS,EAAE;YACT;gBACE,GAAG,EAAE,yBAAyB;gBAC9B,IAAI,EAAE,kBAAkB;gBACxB,WAAW,EAAE,yDAAyD;gBACtE,QAAQ,EAAE,eAAe;aAC1B;SACF;KACF,CAAC;CACH,CAAC,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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAsL5B,CAAC"}
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@@ -7,7 +7,7 @@ import { tool, z } from '@cyanheads/mcp-ts-core';
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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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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, then pass an accession number to secedgar_get_filing for the underlying document.',
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annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
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errors: [
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{
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@@ -51,7 +51,10 @@ export const companySearchTool = tool('secedgar_company_search', {
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exchanges: z.array(z.string()).describe('Exchanges where listed.'),
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sic: z.string().describe('SIC industry code.'),
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sic_description: z.string().describe('Human-readable SIC description.'),
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-
state_of_incorporation: z
|
|
54
|
+
state_of_incorporation: z
|
|
55
|
+
.string()
|
|
56
|
+
.optional()
|
|
57
|
+
.describe('State of incorporation (US two-letter code, e.g. "DE"). Omitted for some entities, including many foreign filers and individuals.'),
|
|
55
58
|
fiscal_year_end: z.string().describe('Fiscal year end (MMDD format).'),
|
|
56
59
|
filings: z
|
|
57
60
|
.array(z
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"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,
|
|
1
|
+
{"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,mPAAmP;IACrP,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;aACtB,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,mIAAmI,CACpI;QACH,eAAe,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,gCAAgC,CAAC;QACtE,OAAO,EAAE,CAAC;aACP,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0BAA0B,CAAC;YACjE,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yBAAyB,CAAC;YACpD,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,aAAa,CAAC;YAC/C,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,mBAAmB,CAAC;YAChE,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;YACnE,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;SACnE,CAAC;aACD,QAAQ,CAAC,gEAAgE,CAAC,CAC9E;aACA,QAAQ,EAAE;aACV,QAAQ,CAAC,sDAAsD,CAAC;QACnE,aAAa,EAAE,CAAC;aACb,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CAAC,8DAA8D,CAAC;KAC5E,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QACjC,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,KAAK,CAAC,KAAK,CAAC,CAAC;QAEnD,IAAI,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,EAAE,CAAC;YAC5B,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;gBAC1B,MAAM,GAAG,CAAC,IAAI,CAAC,UAAU,EAAE,yBAAyB,KAAK,CAAC,KAAK,IAAI,EAAE;oBACnE,GAAG,GAAG,CAAC,WAAW,CAAC,UAAU,CAAC;iBAC/B,CAAC,CAAC;YACL,CAAC;YACD,IAAI,QAAQ,CAAC,MAAM,GAAG,CAAC,EAAE,CAAC;gBACxB,MAAM,OAAO,GAAG,QAAQ;qBACrB,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,GAAG,CAAC,CAAC,MAAM,IAAI,CAAC,CAAC,GAAG,KAAK,CAAC,CAAC,IAAI,IAAI,SAAS,GAAG,CAAC;qBAC3D,IAAI,CAAC,IAAI,CAAC,CAAC;gBACd,MAAM,GAAG,CAAC,IAAI,CAAC,kBAAkB,EAAE,yBAAyB,KAAK,CAAC,KAAK,MAAM,OAAO,GAAG,EAAE;oBACvF,GAAG,GAAG,CAAC,WAAW,CAAC,kBAAkB,CAAC;oBACtC,KAAK,EAAE,KAAK,CAAC,KAAK;oBAClB,OAAO,EAAE,QAAQ,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,EAAE,GAAG,EAAE,CAAC,CAAC,GAAG,EAAE,IAAI,EAAE,CAAC,CAAC,IAAI,EAAE,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,CAAC;iBAC/E,CAAC,CAAC;YACL,CAAC;QACH,CAAC;QAED,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,CAAC,KAAK,EAAE,CAAC;YACX,MAAM,GAAG,CAAC,IAAI,CAAC,UAAU,EAAE,yBAAyB,KAAK,CAAC,KAAK,IAAI,EAAE;gBACnE,GAAG,GAAG,CAAC,WAAW,CAAC,UAAU,CAAC;aAC/B,CAAC,CAAC;QACL,CAAC;QACD,MAAM,WAAW,GAAG,MAAM,GAAG,CAAC,cAAc,CAAC,KAAK,CAAC,GAAG,CAAC,CAAC;QACxD,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,kBAAkB,EAAE;YAC/B,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,GAAG,EAAE,KAAK,CAAC,GAAG;YACd,IAAI,EAAE,WAAW,CAAC,IAAI;SACvB,CAAC,CAAC;QAEH,IAAI,OAAkC,CAAC;QACvC,IAAI,YAAgC,CAAC;QAErC,IAAI,KAAK,CAAC,eAAe,EAAE,CAAC;YAC1B,MAAM,MAAM,GAAG,WAAW,CAAC,OAAO,CAAC,MAAM,CAAC;YAC1C,MAAM,KAAK,GAAG,MAAM,CAAC,eAAe,CAAC,MAAM,CAAC;YAE5C,mCAAmC;YACnC,MAAM,GAAG,GAAkB,EAAE,CAAC;YAC9B,KAAK,IAAI,CAAC,GAAG,CAAC,EAAE,CAAC,GAAG,KAAK,EAAE,CAAC,EAAE,EAAE,CAAC;gBAC/B,GAAG,CAAC,IAAI,CAAC;oBACP,gBAAgB,EAAE,MAAM,CAAC,eAAe,CAAC,CAAC,CAAC,IAAI,EAAE;oBACjD,IAAI,EAAE,MAAM,CAAC,IAAI,CAAC,CAAC,CAAC,IAAI,EAAE;oBAC1B,WAAW,EAAE,MAAM,CAAC,UAAU,CAAC,CAAC,CAAC,IAAI,EAAE;oBACvC,WAAW,EAAE,MAAM,CAAC,UAAU,CAAC,CAAC,CAAC,IAAI,SAAS;oBAC9C,gBAAgB,EAAE,MAAM,CAAC,eAAe,CAAC,CAAC,CAAC,IAAI,EAAE;oBACjD,WAAW,EAAE,MAAM,CAAC,qBAAqB,CAAC,CAAC,CAAC,IAAI,SAAS;iBAC1D,CAAC,CAAC;YACL,CAAC;YAED,MAAM,QAAQ,GAAG,KAAK,CAAC,UAAU;gBAC/B,CAAC,CAAC,GAAG,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CACf,KAAK,CAAC,UAAU,EAAE,IAAI,CAAC,CAAC,EAAE,EAAE,EAAE,CAAC,CAAC,CAAC,IAAI,CAAC,WAAW,EAAE,KAAK,EAAE,CAAC,WAAW,EAAE,CAAC,CAC1E;gBACH,CAAC,CAAC,GAAG,CAAC;YAER,YAAY,GAAG,QAAQ,CAAC,MAAM,CAAC;YAC/B,OAAO,GAAG,QAAQ,CAAC,KAAK,CAAC,CAAC,EAAE,KAAK,CAAC,YAAY,CAAC,CAAC;QAClD,CAAC;QAED,OAAO;YACL,GAAG,EAAE,KAAK,CAAC,GAAG;YACd,IAAI,EAAE,WAAW,CAAC,IAAI;YACtB,OAAO,EAAE,WAAW,CAAC,OAAO;YAC5B,SAAS,EAAE,WAAW,CAAC,SAAS;YAChC,GAAG,EAAE,WAAW,CAAC,GAAG;YACpB,eAAe,EAAE,WAAW,CAAC,cAAc;YAC3C,sBAAsB,EAAE,WAAW,CAAC,oBAAoB,IAAI,SAAS;YACrE,eAAe,EAAE,WAAW,CAAC,aAAa;YAC1C,OAAO;YACP,aAAa,EAAE,YAAY;SAC5B,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,MAAM,KAAK,GAAG,CAAC,KAAK,MAAM,CAAC,IAAI,OAAO,MAAM,CAAC,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,IAAI,WAAW,GAAG,CAAC,CAAC;QACnF,MAAM,QAAQ,GAAG,MAAM,CAAC,SAAS,CAAC,MAAM,CAAC,CAAC,CAAC,gBAAgB,MAAM,CAAC,SAAS,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;QAC9F,KAAK,CAAC,IAAI,CAAC,QAAQ,MAAM,CAAC,GAAG,WAAW,MAAM,CAAC,GAAG,KAAK,MAAM,CAAC,eAAe,IAAI,QAAQ,EAAE,CAAC,CAAC;QAC7F,KAAK,CAAC,IAAI,CAAC,oBAAoB,MAAM,CAAC,eAAe,EAAE,CAAC,CAAC;QACzD,IAAI,MAAM,CAAC,sBAAsB,EAAE,CAAC;YAClC,KAAK,CAAC,IAAI,CAAC,2BAA2B,MAAM,CAAC,sBAAsB,EAAE,CAAC,CAAC;QACzE,CAAC;QACD,IAAI,MAAM,CAAC,OAAO,EAAE,MAAM,EAAE,CAAC;YAC3B,KAAK,CAAC,IAAI,CAAC,qBAAqB,MAAM,CAAC,OAAO,CAAC,MAAM,OAAO,MAAM,CAAC,aAAa,IAAI,CAAC,CAAC;YACtF,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,OAAO,EAAE,CAAC;gBAC/B,MAAM,UAAU,GAAG,CAAC,CAAC,WAAW,CAAC,CAAC,CAAC,aAAa,CAAC,CAAC,WAAW,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;gBACtE,MAAM,IAAI,GAAG,CAAC,CAAC,WAAW,CAAC,CAAC,CAAC,MAAM,CAAC,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;gBACxD,KAAK,CAAC,IAAI,CACR,KAAK,CAAC,CAAC,IAAI,IAAI,CAAC,CAAC,WAAW,GAAG,UAAU,GAAG,IAAI,MAAM,CAAC,CAAC,gBAAgB,KAAK,CAAC,CAAC,gBAAgB,GAAG,CACnG,CAAC;YACJ,CAAC;QACH,CAAC;QACD,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC"}
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|
@@ -1 +1 @@
|
|
|
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
|
|
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA8K5B,CAAC"}
|
|
@@ -7,7 +7,7 @@ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
|
|
|
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
|
-
description: 'Compare a financial metric across all reporting companies for a specific period.
|
|
10
|
+
description: 'Compare a financial metric across all reporting companies for a specific period. Accepts the same friendly concept names as secedgar_get_financials (e.g., "revenue", "assets") — discover available names with secedgar_search_concepts.',
|
|
11
11
|
annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
|
|
12
12
|
errors: [
|
|
13
13
|
{
|
|
@@ -29,11 +29,11 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
29
29
|
.describe('Financial concept — same friendly names as secedgar_get_financials (e.g., "revenue", "assets", "eps_basic") or raw XBRL tag.'),
|
|
30
30
|
period: z
|
|
31
31
|
.string()
|
|
32
|
-
.describe('Calendar period.
|
|
32
|
+
.describe('Calendar period. Use duration periods (no I suffix) for income/cash-flow items: "CY2023" (full year), "CY2024Q2" (single quarter). Use instant periods (I suffix) for balance-sheet items: "CY2023Q4I" (snapshot at Q4 close).'),
|
|
33
33
|
unit: z
|
|
34
|
-
.enum(['USD', 'USD-per-shares', 'shares', 'pure'])
|
|
34
|
+
.enum(['USD', 'USD-per-shares', 'USD/shares', 'shares', 'pure'])
|
|
35
35
|
.default('USD')
|
|
36
|
-
.describe('Unit of measure. Use "USD-per-shares" for EPS, "shares" for share counts, "pure" for ratios.'),
|
|
36
|
+
.describe('Unit of measure. Use "USD-per-shares" (or equivalently "USD/shares") for EPS, "shares" for share counts, "pure" for ratios. Ignored when concept resolves to a friendly name with a known unit.'),
|
|
37
37
|
limit: z.number().int().min(1).max(100).default(25).describe('Number of companies to return.'),
|
|
38
38
|
sort: z
|
|
39
39
|
.enum(['desc', 'asc'])
|
|
@@ -41,9 +41,13 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
41
41
|
.describe('Sort direction. "desc" for highest values first (typical for revenue, assets). "asc" for lowest values.'),
|
|
42
42
|
}),
|
|
43
43
|
output: z.object({
|
|
44
|
-
concept: z
|
|
45
|
-
|
|
46
|
-
|
|
44
|
+
concept: z
|
|
45
|
+
.string()
|
|
46
|
+
.describe('XBRL tag the data was actually fetched against (after resolving any friendly name).'),
|
|
47
|
+
period: z.string().describe('Calendar period the data was fetched for, echoed from input.'),
|
|
48
|
+
unit: z
|
|
49
|
+
.string()
|
|
50
|
+
.describe('Unit of measure used for the lookup (always normalized to dashed form, e.g. "USD-per-shares").'),
|
|
47
51
|
label: z.string().describe('Human-readable concept label.'),
|
|
48
52
|
total_companies: z.number().describe('Total companies reporting this metric for this period.'),
|
|
49
53
|
data: z
|
|
@@ -54,7 +58,10 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
54
58
|
cik: z.string().describe('Company CIK.'),
|
|
55
59
|
ticker: z.string().optional().describe('Ticker symbol (if available).'),
|
|
56
60
|
value: z.number().describe('Reported value.'),
|
|
57
|
-
location: z
|
|
61
|
+
location: z
|
|
62
|
+
.string()
|
|
63
|
+
.optional()
|
|
64
|
+
.describe('Business location (state or country). Absent when SEC has no location for this filer.'),
|
|
58
65
|
period_end: z.string().describe('Period end date.'),
|
|
59
66
|
accession_number: z.string().describe('Source filing for secedgar_get_filing.'),
|
|
60
67
|
})
|
|
@@ -68,7 +75,8 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
|
|
|
68
75
|
const tag = mapping?.tags[0] ?? input.concept;
|
|
69
76
|
const taxonomy = mapping?.taxonomy ?? 'us-gaap';
|
|
70
77
|
const label = mapping?.label ?? input.concept;
|
|
71
|
-
|
|
78
|
+
// SEC's frames API path uses dashed form (USD-per-shares); accept either form on input.
|
|
79
|
+
const unit = (mapping?.unit ?? input.unit).replace('/', '-per-');
|
|
72
80
|
// `tryGetFrames` returns null when no companies report this combination for this period.
|
|
73
81
|
const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period);
|
|
74
82
|
if (!framesResponse) {
|
|
@@ -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,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
|
|
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,2OAA2O;IAC7O,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,gOAAgO,CACjO;QACH,IAAI,EAAE,CAAC;aACJ,IAAI,CAAC,CAAC,KAAK,EAAE,gBAAgB,EAAE,YAAY,EAAE,QAAQ,EAAE,MAAM,CAAC,CAAC;aAC/D,OAAO,CAAC,KAAK,CAAC;aACd,QAAQ,CACP,iMAAiM,CAClM;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;aACP,MAAM,EAAE;aACR,QAAQ,CACP,qFAAqF,CACtF;QACH,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,8DAA8D,CAAC;QAC3F,IAAI,EAAE,CAAC;aACJ,MAAM,EAAE;aACR,QAAQ,CACP,gGAAgG,CACjG;QACH,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;iBACR,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CACP,uFAAuF,CACxF;YACH,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,wFAAwF;QACxF,MAAM,IAAI,GAAG,CAAC,OAAO,EAAE,IAAI,IAAI,KAAK,CAAC,IAAI,CAAC,CAAC,OAAO,CAAC,GAAG,EAAE,OAAO,CAAC,CAAC;QAEjE,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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@@ -9,6 +9,7 @@ export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinit
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9
9
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cik: z.ZodOptional<z.ZodString>;
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10
10
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content_limit: z.ZodDefault<z.ZodNumber>;
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11
11
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document: z.ZodOptional<z.ZodString>;
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12
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+
include_xbrl: z.ZodDefault<z.ZodBoolean>;
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12
13
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}, z.core.$strip>, z.ZodObject<{
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13
14
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accession_number: z.ZodString;
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14
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form: z.ZodOptional<z.ZodString>;
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@@ -17,11 +18,32 @@ export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinit
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17
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cik: z.ZodString;
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18
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period_ending: z.ZodOptional<z.ZodString>;
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primary_document: z.ZodString;
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-
documents: z.
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21
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-
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-
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23
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-
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-
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21
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+
documents: z.ZodObject<{
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+
primary: z.ZodArray<z.ZodObject<{
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+
name: z.ZodString;
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+
type: z.ZodString;
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description: z.ZodOptional<z.ZodString>;
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+
size: z.ZodOptional<z.ZodNumber>;
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+
}, z.core.$strip>>;
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28
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+
exhibits: z.ZodArray<z.ZodObject<{
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name: z.ZodString;
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type: z.ZodString;
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description: z.ZodOptional<z.ZodString>;
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+
size: z.ZodOptional<z.ZodNumber>;
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+
}, z.core.$strip>>;
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34
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+
auxiliary: z.ZodArray<z.ZodObject<{
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+
name: z.ZodString;
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+
type: z.ZodString;
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+
description: z.ZodOptional<z.ZodString>;
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+
size: z.ZodOptional<z.ZodNumber>;
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39
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+
}, z.core.$strip>>;
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40
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+
xbrl: z.ZodOptional<z.ZodArray<z.ZodObject<{
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+
name: z.ZodString;
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+
type: z.ZodString;
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+
description: z.ZodOptional<z.ZodString>;
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+
size: z.ZodOptional<z.ZodNumber>;
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45
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+
}, z.core.$strip>>>;
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46
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+
}, z.core.$strip>;
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25
47
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content: z.ZodString;
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26
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content_truncated: z.ZodBoolean;
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27
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content_total_length: z.ZodNumber;
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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,EAA4C,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACrF,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;
|
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1
|
+
{"version":3,"file":"get-filing.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAA4C,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACrF,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAgEjE,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAyLxB,CAAC"}
|
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@@ -27,6 +27,19 @@ const FILING_ERRORS = [
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27
27
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recovery: 'Verify the accession number and pass the company CIK explicitly.',
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28
28
|
},
|
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29
29
|
];
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30
|
+
const documentEntrySchema = z
|
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31
|
+
.object({
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32
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+
name: z.string().describe('Document filename within the filing archive.'),
|
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33
|
+
type: z
|
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34
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+
.string()
|
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35
|
+
.describe('SEC document type from the submission header (e.g., "10-K", "EX-21.1", "GRAPHIC", "XML"). When the header file is unavailable, falls back to a name-pattern synthetic label for known XBRL artifacts ("XBRL-LINKBASE", "XBRL-INSTANCE", etc.) and "unknown" for everything else.'),
|
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36
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+
description: z
|
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37
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+
.string()
|
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38
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+
.optional()
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39
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+
.describe('Human-readable description (e.g., "Annual Report", "Subsidiaries of the Registrant"). Absent when SEC published none for this entry.'),
|
|
40
|
+
size: z.number().optional().describe('File size in bytes.'),
|
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41
|
+
})
|
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42
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+
.describe('One document entry from the filing.');
|
|
30
43
|
export const getFilingTool = tool('secedgar_get_filing', {
|
|
31
44
|
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.",
|
|
32
45
|
annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
|
|
@@ -38,7 +51,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
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38
51
|
cik: z
|
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39
52
|
.string()
|
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40
53
|
.optional()
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41
|
-
.describe('Company CIK. Optional but recommended — speeds up archive lookup. If omitted,
|
|
54
|
+
.describe('Company CIK (resolve via secedgar_company_search if you have a ticker or name). Optional but recommended — speeds up archive lookup. If omitted, likely filing CIKs are inferred from SEC search metadata and archive paths.'),
|
|
42
55
|
content_limit: z
|
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43
56
|
.number()
|
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44
57
|
.int()
|
|
@@ -50,33 +63,50 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
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50
63
|
.string()
|
|
51
64
|
.optional()
|
|
52
65
|
.describe('Specific document filename within the filing (e.g., "ex-21.htm" for subsidiaries list). Default: the primary document. Available documents listed in the response metadata.'),
|
|
66
|
+
include_xbrl: z
|
|
67
|
+
.boolean()
|
|
68
|
+
.default(false)
|
|
69
|
+
.describe('Include XBRL viewer artifacts and machine-readable taxonomy files (R*.htm fragments, *_cal/_def/_lab/_pre.xml linkbases, *_htm.xml inline instance, *.xsd schemas, MetaLinks.json, FilingSummary.xml, Show.js, report.css, *-xbrl.zip, Financial_Report.xlsx, EX-101.* technical exhibits) under documents.xbrl. Off by default — these dominate filing indexes (~100 entries on a typical 10-K) and are rarely relevant when reading filing content.'),
|
|
53
70
|
}),
|
|
54
71
|
output: z.object({
|
|
55
|
-
accession_number: z.string().describe('Filing accession number.'),
|
|
72
|
+
accession_number: z.string().describe('Filing accession number, normalized to dash format.'),
|
|
56
73
|
form: z
|
|
57
74
|
.string()
|
|
58
75
|
.optional()
|
|
59
|
-
.describe('Form type.
|
|
76
|
+
.describe('Form type (e.g., "10-K", "10-Q"). Absent for filings older than the last ~1,000 the company has filed (SEC does not surface metadata for those without a separate fetch).'),
|
|
60
77
|
filing_date: z
|
|
61
78
|
.string()
|
|
62
79
|
.optional()
|
|
63
|
-
.describe('Date
|
|
80
|
+
.describe('Date the filing was submitted (YYYY-MM-DD). Absent under the same conditions as form.'),
|
|
64
81
|
company_name: z
|
|
65
82
|
.string()
|
|
66
83
|
.optional()
|
|
67
|
-
.describe('Filing entity name
|
|
68
|
-
cik: z.string().describe('
|
|
69
|
-
period_ending: z
|
|
70
|
-
|
|
84
|
+
.describe('Filing entity name. Absent if the CIK did not resolve to a known entity.'),
|
|
85
|
+
cik: z.string().describe('Filing entity CIK, zero-padded to 10 digits.'),
|
|
86
|
+
period_ending: z
|
|
87
|
+
.string()
|
|
88
|
+
.optional()
|
|
89
|
+
.describe('Period the filing reports on (YYYY-MM-DD). Absent under the same conditions as form.'),
|
|
90
|
+
primary_document: z
|
|
91
|
+
.string()
|
|
92
|
+
.describe('Filename of the document whose text was returned in content.'),
|
|
71
93
|
documents: z
|
|
72
|
-
.array(z
|
|
73
94
|
.object({
|
|
74
|
-
|
|
75
|
-
|
|
76
|
-
|
|
95
|
+
primary: z
|
|
96
|
+
.array(documentEntrySchema)
|
|
97
|
+
.describe('Primary filing document(s). Typically a single entry whose type matches the form (e.g., "10-K").'),
|
|
98
|
+
exhibits: z
|
|
99
|
+
.array(documentEntrySchema)
|
|
100
|
+
.describe('Filed exhibits (EX-21 subsidiaries, EX-31/32 certifications, EX-99 press releases, etc.). Excludes XBRL technical exhibits (EX-101.*). Identified by the EX- prefix on the header TYPE — when the submission header is unavailable, exhibits whose filename does not match a known pattern fall through to auxiliary instead.'),
|
|
101
|
+
auxiliary: z
|
|
102
|
+
.array(documentEntrySchema)
|
|
103
|
+
.describe("Other supporting documents that aren't the primary, exhibits, or XBRL artifacts (cover pages, audit consent letters, embedded graphics)."),
|
|
104
|
+
xbrl: z
|
|
105
|
+
.array(documentEntrySchema)
|
|
106
|
+
.optional()
|
|
107
|
+
.describe('XBRL viewer artifacts and machine-readable taxonomy files. Only present when include_xbrl=true.'),
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})
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-
.describe('
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-
.describe('All documents in this filing. Use the name field with the document input param to fetch exhibits.'),
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+
.describe('Filing documents grouped by category. Pass a name from any list as the document input param to fetch that file. XBRL viewer artifacts are suppressed by default — set include_xbrl=true to surface them under the xbrl bucket.'),
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content: z.string().describe('Document text content, truncated to content_limit.'),
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content_truncated: z.boolean().describe('True if content was truncated.'),
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content_total_length: z.number().describe('Full document length before truncation.'),
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@@ -87,16 +117,17 @@ export const getFilingTool = tool('secedgar_get_filing', {
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117
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const accn = normalizeAccessionNumber(input.accession_number);
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const { cik, index, html, targetName } = await resolveFilingArchive(api, ctx, accn, input.cik, input.document);
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const accnNoDashes = accn.replace(/-/g, '');
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-
const items = index.directory.item;
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const documents = items.map((item) => ({
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name: item.name,
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type: item.type,
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size: item.size ? Number.parseInt(item.size, 10) : undefined,
|
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95
|
-
}));
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96
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const { text, truncated, totalLength } = filingToText(html, input.content_limit);
|
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+
// Parallelize: submissions metadata (recent-window enrichment) and submission
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+
// headers (canonical document types). Headers are best-effort — categorization
|
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+
// falls back to name-pattern inference when absent.
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+
const [submissions, headers] = await Promise.all([
|
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api.getSubmissions(cik),
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api.tryGetFilingHeaders(cik, accn),
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+
]);
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+
const documents = categorizeDocuments(index.directory.item, targetName, headers, input.include_xbrl);
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// Enrich with metadata from the recent-submissions window — not every accession lands here
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// (older filings live in paginated archive files), so these fields remain optional.
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const submissions = await api.getSubmissions(cik);
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const recentAccns = submissions.filings.recent.accessionNumber;
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const idx = recentAccns.indexOf(accn);
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const form = idx >= 0 ? submissions.filings.recent.form[idx] : undefined;
|
|
@@ -107,6 +138,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
107
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|
cik,
|
|
108
139
|
contentLength: totalLength,
|
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109
140
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inRecentWindow: idx >= 0,
|
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|
+
headersResolved: headers !== null,
|
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110
142
|
});
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111
143
|
return {
|
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112
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|
accession_number: accn,
|
|
@@ -131,15 +163,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
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131
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|
const periodPart = result.period_ending ? ` | Period: ${result.period_ending}` : '';
|
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const dateLine = `${filedPart}${periodPart}`;
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const meta = `Accession: ${result.accession_number} | Primary: ${result.primary_document} | ${result.content_total_length} chars${result.content_truncated ? ' (truncated)' : ''}`;
|
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134
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-
|
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135
|
-
if (result.documents.length) {
|
|
136
|
-
const shown = result.documents.slice(0, MAX_DOCUMENTS_IN_FORMAT);
|
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137
|
-
const extra = result.documents.length - shown.length;
|
|
138
|
-
const list = shown
|
|
139
|
-
.map((d) => `${d.name} (${d.type}${d.size !== undefined ? `, ${d.size}B` : ''})`)
|
|
140
|
-
.join(', ');
|
|
141
|
-
docs = `\nDocuments (${result.documents.length}): ${list}${extra > 0 ? `, +${extra} more` : ''}`;
|
|
142
|
-
}
|
|
166
|
+
const docs = formatDocumentSection(result.documents);
|
|
143
167
|
const url = `\nURL: ${result.filing_url}`;
|
|
144
168
|
return [
|
|
145
169
|
{ type: 'text', text: `${header}\n${dateLine}\n${meta}${docs}${url}\n\n${result.content}` },
|
|
@@ -232,4 +256,116 @@ function isNonIndexFile(name) {
|
|
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232
256
|
function isXbrlSupportFile(name) {
|
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233
257
|
return /(?:_cal|_def|_lab|_pre|_sch)\.xml$/i.test(name);
|
|
234
258
|
}
|
|
259
|
+
/**
|
|
260
|
+
* Categorize filing documents into primary / exhibits / auxiliary / xbrl buckets.
|
|
261
|
+
* Uses canonical SEC TYPE values from the submission header when present, falling
|
|
262
|
+
* back to filename-pattern inference. XBRL viewer artifacts and taxonomy files
|
|
263
|
+
* are suppressed unless `includeXbrl` is true.
|
|
264
|
+
*/
|
|
265
|
+
function categorizeDocuments(items, primaryName, headers, includeXbrl) {
|
|
266
|
+
const primary = [];
|
|
267
|
+
const exhibits = [];
|
|
268
|
+
const auxiliary = [];
|
|
269
|
+
const xbrl = [];
|
|
270
|
+
for (const item of items) {
|
|
271
|
+
const header = headers?.get(item.name);
|
|
272
|
+
const type = header?.type ?? inferTypeFromName(item.name);
|
|
273
|
+
const entry = {
|
|
274
|
+
name: item.name,
|
|
275
|
+
type,
|
|
276
|
+
description: header?.description,
|
|
277
|
+
size: item.size ? Number.parseInt(item.size, 10) || undefined : undefined,
|
|
278
|
+
};
|
|
279
|
+
if (item.name === primaryName) {
|
|
280
|
+
primary.push(entry);
|
|
281
|
+
}
|
|
282
|
+
else if (isXbrlArtifact(item.name, type)) {
|
|
283
|
+
xbrl.push(entry);
|
|
284
|
+
}
|
|
285
|
+
else if (/^EX-/i.test(type)) {
|
|
286
|
+
exhibits.push(entry);
|
|
287
|
+
}
|
|
288
|
+
else {
|
|
289
|
+
auxiliary.push(entry);
|
|
290
|
+
}
|
|
291
|
+
}
|
|
292
|
+
return includeXbrl ? { primary, exhibits, auxiliary, xbrl } : { primary, exhibits, auxiliary };
|
|
293
|
+
}
|
|
294
|
+
const XBRL_VIEWER_ASSETS = new Set([
|
|
295
|
+
'MetaLinks.json',
|
|
296
|
+
'Show.js',
|
|
297
|
+
'report.css',
|
|
298
|
+
'Financial_Report.xlsx',
|
|
299
|
+
'FilingSummary.xml',
|
|
300
|
+
]);
|
|
301
|
+
function isXbrlArtifact(name, type) {
|
|
302
|
+
if (/^R\d+\.htm$/i.test(name))
|
|
303
|
+
return true; // viewer fragments
|
|
304
|
+
if (/_(?:cal|def|lab|pre|sch)\.xml$/i.test(name))
|
|
305
|
+
return true; // linkbases
|
|
306
|
+
if (/_htm\.xml$/i.test(name))
|
|
307
|
+
return true; // inline XBRL instance
|
|
308
|
+
if (/\.xsd$/i.test(name))
|
|
309
|
+
return true; // taxonomy schema
|
|
310
|
+
if (/-xbrl\.zip$/i.test(name))
|
|
311
|
+
return true; // packaged XBRL bundle
|
|
312
|
+
if (XBRL_VIEWER_ASSETS.has(name))
|
|
313
|
+
return true;
|
|
314
|
+
return /^EX-101/i.test(type); // EX-101.INS / .CAL / .DEF / .LAB / .PRE / .SCH
|
|
315
|
+
}
|
|
316
|
+
/** Fallback type label when the submission header is unavailable. */
|
|
317
|
+
function inferTypeFromName(name) {
|
|
318
|
+
if (/^R\d+\.htm$/i.test(name))
|
|
319
|
+
return 'XBRL-VIEWER';
|
|
320
|
+
if (/_(?:cal|def|lab|pre|sch)\.xml$/i.test(name))
|
|
321
|
+
return 'XBRL-LINKBASE';
|
|
322
|
+
if (/_htm\.xml$/i.test(name))
|
|
323
|
+
return 'XBRL-INSTANCE';
|
|
324
|
+
if (/\.xsd$/i.test(name))
|
|
325
|
+
return 'XBRL-SCHEMA';
|
|
326
|
+
if (/-xbrl\.zip$/i.test(name))
|
|
327
|
+
return 'XBRL-BUNDLE';
|
|
328
|
+
if (name === 'MetaLinks.json')
|
|
329
|
+
return 'XBRL-METADATA';
|
|
330
|
+
if (name === 'FilingSummary.xml')
|
|
331
|
+
return 'FILING-SUMMARY';
|
|
332
|
+
if (name === 'Show.js' || name === 'report.css')
|
|
333
|
+
return 'XBRL-VIEWER-ASSET';
|
|
334
|
+
if (name === 'Financial_Report.xlsx')
|
|
335
|
+
return 'FINANCIAL-REPORT';
|
|
336
|
+
return 'unknown';
|
|
337
|
+
}
|
|
338
|
+
function formatDocumentSection(docs) {
|
|
339
|
+
const sections = [];
|
|
340
|
+
if (docs.primary.length) {
|
|
341
|
+
sections.push(`Primary (${docs.primary.length}): ${formatDocList(docs.primary)}`);
|
|
342
|
+
}
|
|
343
|
+
if (docs.exhibits.length) {
|
|
344
|
+
sections.push(`Exhibits (${docs.exhibits.length}): ${formatDocList(docs.exhibits)}`);
|
|
345
|
+
}
|
|
346
|
+
if (docs.auxiliary.length) {
|
|
347
|
+
sections.push(`Auxiliary (${docs.auxiliary.length}): ${formatDocList(docs.auxiliary)}`);
|
|
348
|
+
}
|
|
349
|
+
if (docs.xbrl?.length) {
|
|
350
|
+
sections.push(`XBRL (${docs.xbrl.length}): ${formatDocList(docs.xbrl)}`);
|
|
351
|
+
}
|
|
352
|
+
return sections.length ? `\n${sections.join('\n')}` : '';
|
|
353
|
+
}
|
|
354
|
+
function formatDocList(entries) {
|
|
355
|
+
const shown = entries.slice(0, MAX_DOCUMENTS_IN_FORMAT);
|
|
356
|
+
const extra = entries.length - shown.length;
|
|
357
|
+
const list = shown
|
|
358
|
+
.map((d) => {
|
|
359
|
+
const tail = [
|
|
360
|
+
d.type,
|
|
361
|
+
d.size !== undefined ? `${d.size}B` : null,
|
|
362
|
+
d.description ? `"${d.description}"` : null,
|
|
363
|
+
]
|
|
364
|
+
.filter(Boolean)
|
|
365
|
+
.join(', ');
|
|
366
|
+
return `${d.name} [${tail}]`;
|
|
367
|
+
})
|
|
368
|
+
.join(', ');
|
|
369
|
+
return `${list}${extra > 0 ? `, +${extra} more` : ''}`;
|
|
370
|
+
}
|
|
235
371
|
//# sourceMappingURL=get-filing.tool.js.map
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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@@ -1 +1 @@
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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;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAKjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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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;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAKjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAoS5B,CAAC"}
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@@ -8,7 +8,7 @@ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
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8
8
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import { resolveConcept } from '../../../services/edgar/concept-map.js';
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9
9
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import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
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10
10
|
export const getFinancialsTool = tool('secedgar_get_financials', {
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11
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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.
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11
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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. Discover available friendly names with secedgar_search_concepts. Handles historical tag changes and deduplicates data automatically.',
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12
12
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annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
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13
13
|
errors: [
|
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14
14
|
{
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@@ -50,14 +50,17 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
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50
50
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period_type: z
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51
51
|
.enum(['annual', 'quarterly', 'all'])
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52
52
|
.optional()
|
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53
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-
.describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both.
|
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53
|
+
.describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. When omitted, defaults to "annual" for income/cash-flow concepts and "all" for balance-sheet (instant) items so balance-sheet calls return data on the first attempt.'),
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54
54
|
}),
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|
55
55
|
output: z.object({
|
|
56
|
-
company: z.string().describe('
|
|
57
|
-
cik: z.string().describe('
|
|
56
|
+
company: z.string().describe('Resolved entity name (SEC-conformed).'),
|
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57
|
+
cik: z.string().describe('Resolved CIK, zero-padded to 10 digits.'),
|
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58
58
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concept: z.string().describe('XBRL tag name used.'),
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59
59
|
label: z.string().describe('Human-readable label for the concept.'),
|
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60
|
-
description: z
|
|
60
|
+
description: z
|
|
61
|
+
.string()
|
|
62
|
+
.optional()
|
|
63
|
+
.describe('XBRL taxonomy description for this concept. Often absent for company-extension tags or older concepts.'),
|
|
61
64
|
unit: z.string().describe('Unit of measure (e.g., "USD", "shares", "USD/shares").'),
|
|
62
65
|
data: z
|
|
63
66
|
.array(z
|
|
@@ -66,8 +69,14 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
66
69
|
value: z.number().describe('Reported value.'),
|
|
67
70
|
start: z.string().optional().describe('Period start date (duration items only).'),
|
|
68
71
|
end: z.string().describe('Period end date.'),
|
|
69
|
-
fiscal_year: z
|
|
70
|
-
|
|
72
|
+
fiscal_year: z
|
|
73
|
+
.number()
|
|
74
|
+
.nullable()
|
|
75
|
+
.describe('Fiscal year of the source filing. Null when the source filing did not encode a fiscal year.'),
|
|
76
|
+
fiscal_period: z
|
|
77
|
+
.string()
|
|
78
|
+
.nullable()
|
|
79
|
+
.describe('Fiscal period of the source filing (FY, Q1, Q2, Q3, Q4). Null when the source filing did not encode a fiscal period.'),
|
|
71
80
|
form: z.string().describe('Source filing type (10-K, 10-Q, etc.).'),
|
|
72
81
|
filed: z.string().describe('Date the source filing was submitted.'),
|
|
73
82
|
accession_number: z
|
|
@@ -1 +1 @@
|
|
|
1
|
-
{"version":3,"file":"get-financials.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAG3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,
|
|
1
|
+
{"version":3,"file":"get-financials.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAG3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,mRAAmR;IACrR,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,IAAI,EAAE;IAE9E,MAAM,EAAE;QACN;YACE,MAAM,EAAE,mBAAmB;YAC3B,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,6CAA6C;YACnD,QAAQ,EAAE,gEAAgE;SAC3E;QACD;YACE,MAAM,EAAE,iBAAiB;YACzB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,iFAAiF;YACvF,QAAQ,EAAE,6EAA6E;SACxF;QACD;YACE,MAAM,EAAE,eAAe;YACvB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,4EAA4E;YAClF,QAAQ,EAAE,uEAAuE;SAClF;QACD;YACE,MAAM,EAAE,gBAAgB;YACxB,IAAI,EAAE,gBAAgB,CAAC,QAAQ;YAC/B,IAAI,EAAE,gEAAgE;YACtE,QAAQ,EAAE,qEAAqE;SAChF;KACF;IAED,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CAAC,kEAAkE,CAAC;QAC/E,OAAO,EAAE,CAAC;aACP,MAAM,EAAE;aACR,QAAQ,CACP,sOAAsO,CACvO;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,CAAC,SAAS,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACrC,OAAO,CAAC,SAAS,CAAC;aAClB,QAAQ,CACP,kHAAkH,CACnH;QACH,WAAW,EAAE,CAAC;aACX,IAAI,CAAC,CAAC,QAAQ,EAAE,WAAW,EAAE,KAAK,CAAC,CAAC;aACpC,QAAQ,EAAE;aACV,QAAQ,CACP,4OAA4O,CAC7O;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QACrE,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yCAAyC,CAAC;QACnE,OAAO,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qBAAqB,CAAC;QACnD,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;QACnE,WAAW,EAAE,CAAC;aACX,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,wGAAwG,CACzG;QACH,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wDAAwD,CAAC;QACnF,IAAI,EAAE,CAAC;aACJ,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,MAAM,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,qDAAqD,CAAC;YAClF,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,iBAAiB,CAAC;YAC7C,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;YACjF,GAAG,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,kBAAkB,CAAC;YAC5C,WAAW,EAAE,CAAC;iBACX,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CACP,6FAA6F,CAC9F;YACH,aAAa,EAAE,CAAC;iBACb,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CACP,sHAAsH,CACvH;YACH,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,wCAAwC,CAAC;YACnE,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,uCAAuC,CAAC;YACnE,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CAAC,yDAAyD,CAAC;SACvE,CAAC;aACD,QAAQ,CAAC,wEAAwE,CAAC,CACtF;aACA,QAAQ,CAAC,yCAAyC,CAAC;QACtD,UAAU,EAAE,CAAC;aACV,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;aACjB,QAAQ,EAAE;aACV,QAAQ,CACP,4FAA4F,CAC7F;KACJ,CAAC;IAEF,KAAK,CAAC,OAAO,CAAC,KAAK,EAAE,GAAG;QACtB,MAAM,GAAG,GAAG,kBAAkB,EAAE,CAAC;QAEjC,yBAAyB;QACzB,MAAM,QAAQ,GAAG,MAAM,GAAG,CAAC,UAAU,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QACrD,MAAM,KAAK,GAAG,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,QAAQ,CAAC;QAC/D,IAAI,CAAC,KAAK,IAAI,CAAC,KAAK,CAAC,OAAO,CAAC,QAAQ,CAAC,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,CAAC,EAAE,CAAC;YACjE,MAAM,GAAG,CAAC,IAAI,CAAC,mBAAmB,EAAE,YAAY,KAAK,CAAC,OAAO,cAAc,EAAE;gBAC3E,GAAG,GAAG,CAAC,WAAW,CAAC,mBAAmB,CAAC;aACxC,CAAC,CAAC;QACL,CAAC;QAED,iCAAiC;QACjC,MAAM,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QAC9C,MAAM,IAAI,GAAG,OAAO,CAAC,CAAC,CAAC,OAAO,CAAC,IAAI,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QACtD,MAAM,KAAK,GAAG,OAAO,EAAE,KAAK,IAAI,KAAK,CAAC,OAAO,CAAC;QAE9C,oEAAoE;QACpE,+FAA+F;QAC/F,IAAI,QAAQ,GAAG,KAAK,CAAC,QAAQ,CAAC;QAC9B,IAAI,OAAO,IAAI,KAAK,CAAC,QAAQ,KAAK,SAAS,EAAE,CAAC;YAC5C,QAAQ,GAAG,OAAO,CAAC,QAAiC,CAAC;QACvD,CAAC;QAED,iFAAiF;QACjF,+FAA+F;QAC/F,MAAM,mBAAmB,GACvB,KAAK,CAAC,WAAW,IAAI,CAAC,OAAO,EAAE,KAAK,KAAK,eAAe,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,QAAQ,CAAC,CAAC;QAE/E,8EAA8E;QAC9E,8DAA8D;QAC9D,IAAI,eAOS,CAAC;QACd,MAAM,SAAS,GAAa,EAAE,CAAC;QAC/B,MAAM,QAAQ,GAAyB,EAAE,CAAC;QAE1C,KAAK,MAAM,GAAG,IAAI,IAAI,EAAE,CAAC;YACvB,SAAS,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC;YACpB,MAAM,IAAI,GAAG,MAAM,GAAG,CAAC,oBAAoB,CAAC,KAAK,CAAC,GAAG,EAAE,QAAQ,EAAE,GAAG,CAAC,CAAC;YACtE,IAAI,CAAC,IAAI;gBAAE,SAAS;YACpB,IAAI,CAAC,eAAe,EAAE,CAAC;gBACrB,eAAe,GAAG;oBAChB,KAAK,EAAE,IAAI,CAAC,KAAK;oBACjB,KAAK,EAAE,IAAI,CAAC,KAAK;oBACjB,WAAW,EAAE,IAAI,CAAC,WAAW,IAAI,SAAS;oBAC1C,GAAG,EAAE,IAAI,CAAC,GAAG;iBACd,CAAC;YACJ,CAAC;YACD,KAAK,MAAM,KAAK,IAAI,MAAM,CAAC,MAAM,CAAC,IAAI,CAAC,KAAK,CAAC,EAAE,CAAC;gBAC9C,QAAQ,CAAC,IAAI,CAAC,GAAG,KAAK,CAAC,CAAC;YAC1B,CAAC;QACH,CAAC;QAED,IAAI,CAAC,eAAe,IAAI,QAAQ,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YAC9C,MAAM,IAAI,GACR,QAAQ,KAAK,WAAW;gBACtB,CAAC,CAAC,gFAAgF;gBAClF,CAAC,CAAC,uFAAuF,CAAC;YAC9F,MAAM,GAAG,CAAC,IAAI,CACZ,iBAAiB,EACjB,qBAAqB,KAAK,CAAC,OAAO,WAAW,QAAQ,oBAAoB,EACzE;gBACE,QAAQ,EAAE,EAAE,IAAI,EAAE;gBAClB,OAAO,EAAE,KAAK,CAAC,OAAO;gBACtB,QAAQ;gBACR,UAAU,EAAE,SAAS;aACtB,CACF,CAAC;QACJ,CAAC;QAED,qFAAqF;QACrF,MAAM,OAAO,GAAG,QAAQ,CAAC,MAAM,CAAC,CAAC,CAAC,EAA+C,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,KAAK,CAAC,CAAC;QAE/F,2FAA2F;QAC3F,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACzB,MAAM,GAAG,CAAC,IAAI,CA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@@ -1 +1 @@
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|
|
1
|
-
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
|
|
1
|
+
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6BAuH7B,CAAC"}
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@@ -47,11 +47,15 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
|
|
|
47
47
|
tags: z
|
|
48
48
|
.array(z.string())
|
|
49
49
|
.describe('XBRL tags this friendly name resolves to, tried in order. Multiple tags cover historical naming changes (e.g., pre- vs post-ASC 606 revenue).'),
|
|
50
|
-
taxonomy: z
|
|
50
|
+
taxonomy: z
|
|
51
|
+
.enum(TAXONOMY_VALUES)
|
|
52
|
+
.describe('XBRL taxonomy this concept lives in: us-gaap (US filers), ifrs-full (foreign filers), or dei (entity info).'),
|
|
51
53
|
unit: z
|
|
52
54
|
.string()
|
|
53
|
-
.describe('Unit of measure (USD, USD/shares, shares, pure).
|
|
54
|
-
group: z
|
|
55
|
+
.describe('Unit of measure (USD, USD/shares, shares, pure). secedgar_compare_metric accepts both slash and dashed forms.'),
|
|
56
|
+
group: z
|
|
57
|
+
.enum(GROUP_VALUES)
|
|
58
|
+
.describe('Statement section this concept belongs to: income_statement, balance_sheet, cash_flow, per_share, or entity_info.'),
|
|
55
59
|
})
|
|
56
60
|
.describe('One XBRL concept mapping with its friendly name, tags, and grouping.'))
|
|
57
61
|
.describe('Matching concepts, ordered by group then alphabetical by name.'),
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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|
|
1
|
+
{"version":3,"file":"search-concepts.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AAGjE,MAAM,YAAY,GAAG;IACnB,kBAAkB;IAClB,eAAe;IACf,WAAW;IACX,WAAW;IACX,aAAa;CAC6B,CAAC;AAE7C,MAAM,eAAe,GAAG;IACtB,SAAS;IACT,WAAW;IACX,KAAK;CACwC,CAAC;AAEhD,MAAM,CAAC,MAAM,kBAAkB,GAAG,IAAI,CAAC,0BAA0B,EAAE;IACjE,WAAW,EACT,+UAA+U;IACjV,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAE/E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,yPAAyP,CAC1P;QACH,KAAK,EAAE,CAAC;aACL,IAAI,CAAC,YAAY,CAAC;aAClB,QAAQ,EAAE;aACV,QAAQ,CACP,gRAAgR,CACjR;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,eAAe,CAAC;aACrB,QAAQ,EAAE;aACV,QAAQ,CACP,6GAA6G,CAC9G;KACJ,CAAC;IAEF,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;QACtE,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,sGAAsG,CACvG;YACH,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC3D,IAAI,EAAE,CAAC;iBACJ,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CACP,+IAA+I,CAChJ;YACH,QAAQ,EAAE,CAAC;iBACR,IAAI,CAAC,eAAe,CAAC;iBACrB,QAAQ,CACP,6GAA6G,CAC9G;YACH,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,+GAA+G,CAChH;YACH,KAAK,EAAE,CAAC;iBACL,IAAI,CAAC,YAAY,CAAC;iBAClB,QAAQ,CACP,mHAAmH,CACpH;SACJ,CAAC;aACD,QAAQ,CAAC,sEAAsE,CAAC,CACpF;aACA,QAAQ,CAAC,gEAAgE,CAAC;KAC9E,CAAC;IAEF,OAAO,CAAC,KAAK,EAAE,GAAG;QAChB,IAAI,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,MAAM,IAAI,EAAE,CAAC,CAAC;QAEjD,IAAI,KAAK,CAAC,KAAK,EAAE,CAAC;YAChB,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,KAAK,KAAK,CAAC,KAAK,CAAC,CAAC;QAC3D,CAAC;QACD,IAAI,KAAK,CAAC,QAAQ,EAAE,CAAC;YACnB,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,KAAK,KAAK,CAAC,QAAQ,CAAC,CAAC;QACjE,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,0BAA0B,EAAE;YACvC,MAAM,EAAE,KAAK,CAAC,MAAM;YACpB,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,QAAQ,EAAE,KAAK,CAAC,QAAQ;YACxB,OAAO,EAAE,OAAO,CAAC,MAAM;SACxB,CAAC,CAAC;QAEH,OAAO;YACL,KAAK,EAAE,OAAO,CAAC,MAAM;YACrB,QAAQ,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;gBAC5B,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;gBACd,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,QAAQ,EAAE,CAAC,CAAC,QAAQ;gBACpB,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;aACf,CAAC,CAAC;SACJ,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,IAAI,MAAM,CAAC,KAAK,KAAK,CAAC,EAAE,CAAC;YACvB,OAAO;gBACL;oBACE,IAAI,EAAE,MAAM;oBACZ,IAAI,EAAE,8GAA8G;iBACrH;aACF,CAAC;QACJ,CAAC;QAED,MAAM,KAAK,GAAG,CAAC,SAAS,MAAM,CAAC,KAAK,WAAW,MAAM,CAAC,KAAK,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,GAAG,GAAG,EAAE,EAAE,CAAC,CAAC;QAErF,IAAI,YAAgC,CAAC;QACrC,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YAChC,IAAI,CAAC,CAAC,KAAK,KAAK,YAAY,EAAE,CAAC;gBAC7B,IAAI,YAAY;oBAAE,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;gBACjC,KAAK,CAAC,IAAI,CAAC,MAAM,WAAW,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC;gBAC1D,YAAY,GAAG,CAAC,CAAC,KAAK,CAAC;YACzB,CAAC;YACD,MAAM,OAAO,GAAG,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YACzD,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,IAAI,QAAQ,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC,QAAQ,KAAK,CAAC,CAAC,IAAI,OAAO,OAAO,EAAE,CAAC,CAAC;QACrF,CAAC;QAED,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC;AAEH,SAAS,WAAW,CAAC,KAAmB;IACtC,OAAO,KAAK;SACT,KAAK,CAAC,GAAG,CAAC;SACV,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,EAAE,WAAW,EAAE,GAAG,CAAC,CAAC,KAAK,CAAC,CAAC,CAAC,CAAC;SAC5C,IAAI,CAAC,GAAG,CAAC,CAAC;AACf,CAAC"}
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@@ -11,6 +11,11 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
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11
11
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end_date: z.ZodOptional<z.ZodString>;
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12
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limit: z.ZodDefault<z.ZodNumber>;
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13
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offset: z.ZodDefault<z.ZodNumber>;
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14
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+
sort: z.ZodDefault<z.ZodEnum<{
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15
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+
filing_date_desc: "filing_date_desc";
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filing_date_asc: "filing_date_asc";
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relevance: "relevance";
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+
}>>;
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}, z.core.$strip>, z.ZodObject<{
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total: z.ZodNumber;
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16
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total_is_exact: z.ZodBoolean;
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA4DjE,eAAO,MAAM,iBAAiB
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1
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+
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA4DjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA8O5B,CAAC"}
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@@ -95,25 +95,50 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
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95
95
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.min(0)
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96
96
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.max(9999)
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97
97
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.default(0)
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98
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-
.describe('Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing.'),
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98
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+
.describe('Pagination offset. Increment by limit for the next page. EDGAR caps total accessible results at 10,000 — offsets past this return nothing. Under date sort, pagination is bounded to the first 100 hits.'),
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99
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+
sort: z
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100
|
+
.enum(['filing_date_desc', 'filing_date_asc', 'relevance'])
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101
|
+
.default('filing_date_desc')
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102
|
+
.describe('Result ordering. "filing_date_desc" (default) returns most recent first. "filing_date_asc" returns oldest first. "relevance" returns SEC\'s native search-score order, which weights term match strength over recency. Date sorts re-order the top 100 EFTS relevance hits — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Add ticker:/cik: targeting or tighten the query to keep matches under 100 if absolute recency matters.'),
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99
103
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}),
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100
104
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output: z.object({
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101
|
-
total: z
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102
|
-
|
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105
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+
total: z
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106
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+
.number()
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107
|
+
.describe('Total matching filings (capped at 10,000). Under entity targeting (ticker:/cik:), this becomes the count of entity-matching hits within the EFTS sample window — a lower bound when more EFTS matches exist beyond the window.'),
|
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108
|
+
total_is_exact: z
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109
|
+
.boolean()
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110
|
+
.describe('False when total hits the 10,000 cap, or when entity targeting filtered a sample that did not cover the full EFTS match set.'),
|
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103
111
|
results: z
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104
112
|
.array(z
|
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105
113
|
.object({
|
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106
114
|
accession_number: z
|
|
107
115
|
.string()
|
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108
|
-
.describe('
|
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109
|
-
form: z
|
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110
|
-
|
|
111
|
-
|
|
112
|
-
|
|
113
|
-
|
|
114
|
-
|
|
115
|
-
|
|
116
|
-
|
|
116
|
+
.describe('Filing accession number. Pass to secedgar_get_filing to retrieve the document text.'),
|
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117
|
+
form: z
|
|
118
|
+
.string()
|
|
119
|
+
.optional()
|
|
120
|
+
.describe('Form type (e.g. "10-K"). Absent for hits where the index lacks a form tag.'),
|
|
121
|
+
filing_date: z.string().describe('Date the filing was submitted (YYYY-MM-DD).'),
|
|
122
|
+
period_ending: z
|
|
123
|
+
.string()
|
|
124
|
+
.optional()
|
|
125
|
+
.describe('Period the filing reports on (YYYY-MM-DD). Absent for filings without a reporting period (e.g., proxy statements, ownership reports).'),
|
|
126
|
+
company_name: z
|
|
127
|
+
.string()
|
|
128
|
+
.describe('Filing entity, with ticker/CIK parentheticals stripped.'),
|
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129
|
+
cik: z.string().describe('Filing entity CIK, zero-padded to 10 digits.'),
|
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130
|
+
file_description: z
|
|
131
|
+
.string()
|
|
132
|
+
.optional()
|
|
133
|
+
.describe('SEC-provided description of the matching document (e.g., "EX-99.1"). Absent when SEC published none.'),
|
|
134
|
+
sic: z
|
|
135
|
+
.string()
|
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136
|
+
.optional()
|
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137
|
+
.describe('SIC industry code for the filer. Absent for filers without a classification.'),
|
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138
|
+
location: z
|
|
139
|
+
.string()
|
|
140
|
+
.optional()
|
|
141
|
+
.describe('Business location (state or country code). Absent when SEC has no location for this filer.'),
|
|
117
142
|
})
|
|
118
143
|
.describe('One matching filing hit from the full-text search index.'))
|
|
119
144
|
.describe('Matching filings.'),
|
|
@@ -129,29 +154,43 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
|
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129
154
|
}
|
|
130
155
|
// Resolve ticker:/cik: entity targeting → company name in query + CIK for filtering
|
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131
156
|
const { query, entityCik } = await resolveEntityTargeting(input.query);
|
|
132
|
-
//
|
|
133
|
-
|
|
157
|
+
// EFTS scores by relevance and exposes no sort param. When the caller wants
|
|
158
|
+
// a date sort (the default) or entity filtering, we over-fetch the EFTS
|
|
159
|
+
// window and reorder/slice client-side. Pure relevance mode keeps the
|
|
160
|
+
// existing pass-through behavior so callers paying for relevance get it.
|
|
161
|
+
const wideFetch = entityCik !== undefined || input.sort !== 'relevance';
|
|
162
|
+
const fetchFrom = wideFetch ? 0 : input.offset;
|
|
163
|
+
const fetchSize = wideFetch ? 100 : input.limit;
|
|
134
164
|
const api = getEdgarApiService();
|
|
135
165
|
const response = await api.searchFilings({
|
|
136
166
|
query,
|
|
137
167
|
forms: input.forms,
|
|
138
168
|
startDate: input.start_date,
|
|
139
169
|
endDate: input.end_date,
|
|
140
|
-
from:
|
|
170
|
+
from: fetchFrom,
|
|
141
171
|
size: fetchSize,
|
|
142
172
|
});
|
|
143
173
|
let total = response.hits.total.value;
|
|
144
174
|
let totalIsExact = response.hits.total.relation === 'eq';
|
|
145
|
-
// search-index endpoint ignores size/from params (always returns up to 100),
|
|
146
|
-
// so apply client-side slicing to respect the requested limit
|
|
147
175
|
let hits = response.hits.hits;
|
|
148
|
-
// Post-filter by entity CIK when entity targeting was used
|
|
176
|
+
// Post-filter by entity CIK when entity targeting was used. We can only claim
|
|
177
|
+
// an exact total when the EFTS sample window already contained the full match
|
|
178
|
+
// set; if EFTS reported more matches than fit in our sample, additional
|
|
179
|
+
// entity hits may exist beyond the window and `total` is a lower bound.
|
|
149
180
|
if (entityCik) {
|
|
181
|
+
const sampleCoversAll = total <= hits.length;
|
|
150
182
|
hits = hits.filter((h) => h._source.ciks?.includes(entityCik));
|
|
151
183
|
total = hits.length;
|
|
152
|
-
totalIsExact =
|
|
184
|
+
totalIsExact = sampleCoversAll;
|
|
185
|
+
}
|
|
186
|
+
if (input.sort === 'filing_date_desc') {
|
|
187
|
+
hits = [...hits].sort((a, b) => b._source.file_date.localeCompare(a._source.file_date));
|
|
188
|
+
}
|
|
189
|
+
else if (input.sort === 'filing_date_asc') {
|
|
190
|
+
hits = [...hits].sort((a, b) => a._source.file_date.localeCompare(b._source.file_date));
|
|
153
191
|
}
|
|
154
|
-
const
|
|
192
|
+
const startIdx = wideFetch ? input.offset : 0;
|
|
193
|
+
const sliced = hits.slice(startIdx, startIdx + input.limit);
|
|
155
194
|
const results = sliced.map((hit) => {
|
|
156
195
|
const accessionNumber = hit._source.adsh || hit._id.split(':')[0] || hit._id;
|
|
157
196
|
return {
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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@@ -4,6 +4,7 @@
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4
4
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* and ticker/entity caching.
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5
5
|
* @module services/edgar/edgar-api-service
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|
6
6
|
*/
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|
7
|
+
import { type FilingDocumentHeader } from './filing-headers.js';
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|
7
8
|
import type { CikMatch, CompanyConceptResponse, EftsResponse, FilingIndex, FramesResponse, SubmissionsResponse } from './types.js';
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8
9
|
declare class EdgarApiService {
|
|
9
10
|
private lastRequestAt;
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@@ -44,6 +45,13 @@ declare class EdgarApiService {
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|
44
45
|
findFilingCiks(accessionNumber: string): Promise<string[]>;
|
|
45
46
|
/** Fetch a filing's document index. Returns `null` if the filing does not exist. */
|
|
46
47
|
tryGetFilingIndex(cik: string, accessionNumber: string): Promise<FilingIndex | null>;
|
|
48
|
+
/**
|
|
49
|
+
* Fetch the SEC submission header (`<accession>-index-headers.html`) and parse
|
|
50
|
+
* it into a `filename → metadata` map. Returns `null` if the file is absent.
|
|
51
|
+
* The header page exposes canonical SEC document TYPE values (e.g. "EX-21.1")
|
|
52
|
+
* that the directory listing JSON does not.
|
|
53
|
+
*/
|
|
54
|
+
tryGetFilingHeaders(cik: string, accessionNumber: string): Promise<Map<string, FilingDocumentHeader> | null>;
|
|
47
55
|
getFilingDocument(cik: string, accessionNumber: string, document: string): Promise<string>;
|
|
48
56
|
/**
|
|
49
57
|
* Fetch a filing document, returning `null` when the archive path exists but this document does not.
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@@ -1 +1 @@
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1
|
-
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1
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+
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@@ -7,6 +7,7 @@
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|
|
7
7
|
import { notFound, serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
|
|
8
8
|
import { httpErrorFromResponse } from '@cyanheads/mcp-ts-core/utils';
|
|
9
9
|
import { getServerConfig } from '../../config/server-config.js';
|
|
10
|
+
import { parseFilingHeaders } from './filing-headers.js';
|
|
10
11
|
const MAX_RETRIES = 3;
|
|
11
12
|
const BASE_BACKOFF_MS = 1000;
|
|
12
13
|
const RETRYABLE_STATUSES = new Set([429, 500, 502, 503, 504]);
|
|
@@ -147,6 +148,18 @@ class EdgarApiService {
|
|
|
147
148
|
const noDashes = accessionNumber.replace(/-/g, '');
|
|
148
149
|
return this.tryFetchJson(`https://www.sec.gov/Archives/edgar/data/${padded}/${noDashes}/index.json`);
|
|
149
150
|
}
|
|
151
|
+
/**
|
|
152
|
+
* Fetch the SEC submission header (`<accession>-index-headers.html`) and parse
|
|
153
|
+
* it into a `filename → metadata` map. Returns `null` if the file is absent.
|
|
154
|
+
* The header page exposes canonical SEC document TYPE values (e.g. "EX-21.1")
|
|
155
|
+
* that the directory listing JSON does not.
|
|
156
|
+
*/
|
|
157
|
+
async tryGetFilingHeaders(cik, accessionNumber) {
|
|
158
|
+
const padded = cik.padStart(10, '0');
|
|
159
|
+
const noDashes = accessionNumber.replace(/-/g, '');
|
|
160
|
+
const text = await this.tryFetchText(`https://www.sec.gov/Archives/edgar/data/${padded}/${noDashes}/${accessionNumber}-index-headers.html`);
|
|
161
|
+
return text ? parseFilingHeaders(text) : null;
|
|
162
|
+
}
|
|
150
163
|
getFilingDocument(cik, accessionNumber, document) {
|
|
151
164
|
const padded = cik.padStart(10, '0');
|
|
152
165
|
const noDashes = accessionNumber.replace(/-/g, '');
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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|
|
1
|
+
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@@ -0,0 +1,20 @@
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1
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/**
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* @fileoverview Parser for SEC filing `<accession>-index-headers.html`. Each
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3
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* filing archive ships an HTML page that re-encodes the original SGML submission
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* header inside a `<PRE>` block. The header lists every document with its
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* canonical SEC TYPE (e.g. "10-K", "EX-21.1", "EX-101.INS", "GRAPHIC") — data
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* the directory listing at `index.json` does not provide (it returns icon hints
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* like "text.gif").
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* @module services/edgar/filing-headers
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*/
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export interface FilingDocumentHeader {
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description?: string | undefined;
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sequence?: string | undefined;
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type?: string | undefined;
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}
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/**
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* Parse `index-headers.html` into a `filename → header metadata` map.
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* Each `<DOCUMENT>` block is HTML-encoded inside `<PRE>` (`<DOCUMENT>…</DOCUMENT>`).
|
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*/
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export declare function parseFilingHeaders(text: string): Map<string, FilingDocumentHeader>;
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//# sourceMappingURL=filing-headers.d.ts.map
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@@ -0,0 +1 @@
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1
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{"version":3,"file":"filing-headers.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/filing-headers.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,MAAM,WAAW,oBAAoB;IACnC,WAAW,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;IACjC,QAAQ,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;IAC9B,IAAI,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;CAC3B;AAID;;;GAGG;AACH,wBAAgB,kBAAkB,CAAC,IAAI,EAAE,MAAM,GAAG,GAAG,CAAC,MAAM,EAAE,oBAAoB,CAAC,CAkBlF"}
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@@ -0,0 +1,35 @@
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1
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+
/**
|
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2
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+
* @fileoverview Parser for SEC filing `<accession>-index-headers.html`. Each
|
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3
|
+
* filing archive ships an HTML page that re-encodes the original SGML submission
|
|
4
|
+
* header inside a `<PRE>` block. The header lists every document with its
|
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5
|
+
* canonical SEC TYPE (e.g. "10-K", "EX-21.1", "EX-101.INS", "GRAPHIC") — data
|
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6
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+
* the directory listing at `index.json` does not provide (it returns icon hints
|
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7
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* like "text.gif").
|
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8
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+
* @module services/edgar/filing-headers
|
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9
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+
*/
|
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10
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+
const TAGS = ['TYPE', 'SEQUENCE', 'FILENAME', 'DESCRIPTION'];
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11
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+
/**
|
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12
|
+
* Parse `index-headers.html` into a `filename → header metadata` map.
|
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13
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+
* Each `<DOCUMENT>` block is HTML-encoded inside `<PRE>` (`<DOCUMENT>…</DOCUMENT>`).
|
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14
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+
*/
|
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15
|
+
export function parseFilingHeaders(text) {
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|
16
|
+
const map = new Map();
|
|
17
|
+
for (const match of text.matchAll(/<DOCUMENT>([\s\S]*?)<\/DOCUMENT>/g)) {
|
|
18
|
+
const block = match[1] ?? '';
|
|
19
|
+
const fields = {};
|
|
20
|
+
for (const tag of TAGS) {
|
|
21
|
+
const m = block.match(new RegExp(`<${tag}>\\s*([^\\r\\n]+)`));
|
|
22
|
+
if (m?.[1])
|
|
23
|
+
fields[tag] = m[1].trim();
|
|
24
|
+
}
|
|
25
|
+
if (fields.FILENAME) {
|
|
26
|
+
map.set(fields.FILENAME, {
|
|
27
|
+
type: fields.TYPE,
|
|
28
|
+
sequence: fields.SEQUENCE,
|
|
29
|
+
description: fields.DESCRIPTION,
|
|
30
|
+
});
|
|
31
|
+
}
|
|
32
|
+
}
|
|
33
|
+
return map;
|
|
34
|
+
}
|
|
35
|
+
//# sourceMappingURL=filing-headers.js.map
|
|
@@ -0,0 +1 @@
|
|
|
1
|
+
{"version":3,"file":"filing-headers.js","sourceRoot":"","sources":["../../../src/services/edgar/filing-headers.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAQH,MAAM,IAAI,GAAG,CAAC,MAAM,EAAE,UAAU,EAAE,UAAU,EAAE,aAAa,CAAU,CAAC;AAEtE;;;GAGG;AACH,MAAM,UAAU,kBAAkB,CAAC,IAAY;IAC7C,MAAM,GAAG,GAAG,IAAI,GAAG,EAAgC,CAAC;IACpD,KAAK,MAAM,KAAK,IAAI,IAAI,CAAC,QAAQ,CAAC,+CAA+C,CAAC,EAAE,CAAC;QACnF,MAAM,KAAK,GAAG,KAAK,CAAC,CAAC,CAAC,IAAI,EAAE,CAAC;QAC7B,MAAM,MAAM,GAAmD,EAAE,CAAC;QAClE,KAAK,MAAM,GAAG,IAAI,IAAI,EAAE,CAAC;YACvB,MAAM,CAAC,GAAG,KAAK,CAAC,KAAK,CAAC,IAAI,MAAM,CAAC,OAAO,GAAG,sBAAsB,CAAC,CAAC,CAAC;YACpE,IAAI,CAAC,EAAE,CAAC,CAAC,CAAC;gBAAE,MAAM,CAAC,GAAG,CAAC,GAAG,CAAC,CAAC,CAAC,CAAC,CAAC,IAAI,EAAE,CAAC;QACxC,CAAC;QACD,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YACpB,GAAG,CAAC,GAAG,CAAC,MAAM,CAAC,QAAQ,EAAE;gBACvB,IAAI,EAAE,MAAM,CAAC,IAAI;gBACjB,QAAQ,EAAE,MAAM,CAAC,QAAQ;gBACzB,WAAW,EAAE,MAAM,CAAC,WAAW;aAChC,CAAC,CAAC;QACL,CAAC;IACH,CAAC;IACD,OAAO,GAAG,CAAC;AACb,CAAC"}
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@cyanheads/secedgar-mcp-server",
|
|
3
|
-
"version": "0.4.
|
|
3
|
+
"version": "0.4.3",
|
|
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",
|
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": "0.4.3",
|
|
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": "0.4.3",
|
|
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": "0.4.3",
|
|
48
48
|
"environmentVariables": [
|
|
49
49
|
{
|
|
50
50
|
"name": "EDGAR_USER_AGENT",
|