npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.4.2 → 0.4.4 - Mend

@cyanheads/secedgar-mcp-server 0.4.2 → 0.4.4

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Files changed (40) hide show

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

@@ -7,30 +7,42 @@ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { filingToText } from '../../../services/edgar/filing-to-text.js';
 const MAX_DOCUMENTS_IN_FORMAT = 10;
-const FILING_ERRORS = [
-    {
-        reason: 'document_not_found',
-        code: JsonRpcErrorCode.NotFound,
-        when: 'A specific document was requested but not present in the filing archive',
-        recovery: 'Pick a name from the available_documents list returned in error data.',
-    },
-    {
-        reason: 'no_documents',
-        code: JsonRpcErrorCode.NotFound,
-        when: 'Filing index lists items but no fetchable primary document was found',
-        recovery: 'Specify a document name from available_documents in error data.',
-    },
-    {
-        reason: 'filing_not_found',
-        code: JsonRpcErrorCode.NotFound,
-        when: 'No filing matches the accession number under any candidate CIK',
-        recovery: 'Verify the accession number and pass the company CIK explicitly.',
-    },
-];
+const documentEntrySchema = z
+    .object({
+    name: z.string().describe('Document filename within the filing archive.'),
+    type: z
+        .string()
+        .describe('SEC document type from the submission header (e.g., "10-K", "EX-21.1", "GRAPHIC", "XML"). When the submission header is unavailable, falls back to a label inferred from the filename for known XBRL artifacts ("XBRL-LINKBASE", "XBRL-INSTANCE", etc.) and "unknown" for everything else.'),
+    description: z
+        .string()
+        .optional()
+        .describe('Human-readable description (e.g., "Annual Report", "Subsidiaries of the Registrant"). Absent when SEC published none for this entry.'),
+    size: z.number().optional().describe('File size in bytes.'),
+})
+    .describe('One document entry from the filing.');
 export const getFilingTool = tool('secedgar_get_filing', {
     description: "Fetch a specific filing's metadata and document content by accession number. Returns the primary document as readable text, with option to fetch specific exhibits.",
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
-    errors: FILING_ERRORS,
+    errors: [
+        {
+            reason: 'document_not_found',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'A specific document was requested but not present in the filing archive',
+            recovery: 'Pick a name from the available_documents list returned in error data.',
+        },
+        {
+            reason: 'no_documents',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'Filing index lists items but no fetchable primary document was found',
+            recovery: 'Specify a document name from available_documents in error data.',
+        },
+        {
+            reason: 'filing_not_found',
+            code: JsonRpcErrorCode.NotFound,
+            when: 'No filing matches the accession number under any candidate CIK',
+            recovery: 'Verify the accession number and pass the company CIK explicitly.',
+        },
+    ],
     input: z.object({
         accession_number: z
             .string()
@@ -38,7 +50,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
         cik: z
             .string()
             .optional()
-            .describe('Company CIK. Optional but recommended — speeds up archive lookup. If omitted, the server resolves likely filing CIKs from SEC search metadata and archive paths.'),
+            .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.'),
         content_limit: z
             .number()
             .int()
@@ -50,33 +62,50 @@ export const getFilingTool = tool('secedgar_get_filing', {
             .string()
             .optional()
             .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.'),
+        include_xbrl: z
+            .boolean()
+            .default(false)
+            .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.'),
     }),
     output: z.object({
-        accession_number: z.string().describe('Filing accession number.'),
+        accession_number: z.string().describe('Filing accession number, normalized to dash format.'),
         form: z
             .string()
             .optional()
-            .describe('Form type. Omitted when the filing predates the recent-submissions window.'),
+            .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).'),
         filing_date: z
             .string()
             .optional()
-            .describe('Date filed. Omitted when the filing predates the recent-submissions window.'),
+            .describe('Date the filing was submitted (YYYY-MM-DD). Absent under the same conditions as form.'),
         company_name: z
             .string()
             .optional()
-            .describe('Filing entity name, if the CIK resolved to a known entity.'),
-        cik: z.string().describe('Company CIK.'),
-        period_ending: z.string().optional().describe('Period of report.'),
-        primary_document: z.string().describe('Primary document filename.'),
+            .describe('Filing entity name. Absent if the CIK did not resolve to a known entity.'),
+        cik: z.string().describe('Filing entity CIK, zero-padded to 10 digits.'),
+        period_ending: z
+            .string()
+            .optional()
+            .describe('Period the filing reports on (YYYY-MM-DD). Absent under the same conditions as form.'),
+        primary_document: z
+            .string()
+            .describe('Filename of the document whose text was returned in content.'),
         documents: z
-            .array(z
             .object({
-            name: z.string().describe('Document filename.'),
-            type: z.string().describe('Document type.'),
-            size: z.number().optional().describe('File size in bytes.'),
+            primary: z
+                .array(documentEntrySchema)
+                .describe('Primary filing document(s). Typically a single entry whose type matches the form (e.g., "10-K").'),
+            exhibits: z
+                .array(documentEntrySchema)
+                .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 document type. Some exhibits may appear under auxiliary when the submission header is unavailable and the filename has no recognizable pattern.'),
+            auxiliary: z
+                .array(documentEntrySchema)
+                .describe("Other supporting documents that aren't the primary, exhibits, or XBRL artifacts (cover pages, audit consent letters, embedded graphics)."),
+            xbrl: z
+                .array(documentEntrySchema)
+                .optional()
+                .describe('XBRL viewer artifacts and machine-readable taxonomy files. Only present when include_xbrl=true.'),
         })
-            .describe('One document entry from the filing archive index.'))
-            .describe('All documents in this filing. Use the name field with the document input param to fetch exhibits.'),
+            .describe('Filing documents grouped by category. Names from any list are valid values for the document input. XBRL viewer artifacts are suppressed by default; setting include_xbrl=true surfaces them under the xbrl bucket.'),
         content: z.string().describe('Document text content, truncated to content_limit.'),
         content_truncated: z.boolean().describe('True if content was truncated.'),
         content_total_length: z.number().describe('Full document length before truncation.'),
@@ -85,18 +114,49 @@ export const getFilingTool = tool('secedgar_get_filing', {
     async handler(input, ctx) {
         const api = getEdgarApiService();
         const accn = normalizeAccessionNumber(input.accession_number);
-        const { cik, index, html, targetName } = await resolveFilingArchive(api, ctx, accn, input.cik, input.document);
+        const resolved = await resolveFilingArchive(api, accn, input.cik, input.document);
+        if (!resolved.ok) {
+            if (resolved.kind === 'document_not_found') {
+                throw ctx.fail('document_not_found', `Document '${resolved.requestedDocument}' not found in this filing.`, {
+                    requested_document: resolved.requestedDocument,
+                    available_documents: resolved.availableDocuments,
+                    recovery: { hint: `Pick one of: ${resolved.availableDocuments.join(', ')}.` },
+                });
+            }
+            if (resolved.kind === 'no_documents') {
+                throw ctx.fail('no_documents', `No primary document found in filing ${accn}.`, {
+                    accession_number: accn,
+                    available_documents: resolved.availableDocuments,
+                    recovery: {
+                        hint: `Specify the document input from: ${resolved.availableDocuments.join(', ')}.`,
+                    },
+                });
+            }
+            const cikSuffix = resolved.providedCik
+                ? ` (CIK ${resolved.providedCik.padStart(10, '0')})`
+                : '';
+            const recoveryHint = resolved.providedCik
+                ? 'Verify the accession number and CIK are correct.'
+                : 'Verify the accession number and pass the company CIK explicitly.';
+            throw ctx.fail('filing_not_found', `Filing '${accn}' not found${cikSuffix}.`, {
+                accession_number: accn,
+                cik: resolved.providedCik,
+                recovery: { hint: recoveryHint },
+            });
+        }
+        const { cik, index, html, targetName } = resolved;
         const accnNoDashes = accn.replace(/-/g, '');
-        const items = index.directory.item;
-        const documents = items.map((item) => ({
-            name: item.name,
-            type: item.type,
-            size: item.size ? Number.parseInt(item.size, 10) : undefined,
-        }));
         const { text, truncated, totalLength } = filingToText(html, input.content_limit);
+        // Parallelize: submissions metadata (recent-window enrichment) and submission
+        // headers (canonical document types). Headers are best-effort — categorization
+        // falls back to name-pattern inference when absent.
+        const [submissions, headers] = await Promise.all([
+            api.getSubmissions(cik),
+            api.tryGetFilingHeaders(cik, accn),
+        ]);
+        const documents = categorizeDocuments(index.directory.item, targetName, headers, input.include_xbrl);
         // Enrich with metadata from the recent-submissions window — not every accession lands here
         // (older filings live in paginated archive files), so these fields remain optional.
-        const submissions = await api.getSubmissions(cik);
         const recentAccns = submissions.filings.recent.accessionNumber;
         const idx = recentAccns.indexOf(accn);
         const form = idx >= 0 ? submissions.filings.recent.form[idx] : undefined;
@@ -107,6 +167,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
             cik,
             contentLength: totalLength,
             inRecentWindow: idx >= 0,
+            headersResolved: headers !== null,
         });
         return {
             accession_number: accn,
@@ -131,15 +192,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
         const periodPart = result.period_ending ? ` | Period: ${result.period_ending}` : '';
         const dateLine = `${filedPart}${periodPart}`;
         const meta = `Accession: ${result.accession_number} | Primary: ${result.primary_document} | ${result.content_total_length} chars${result.content_truncated ? ' (truncated)' : ''}`;
-        let docs = '';
-        if (result.documents.length) {
-            const shown = result.documents.slice(0, MAX_DOCUMENTS_IN_FORMAT);
-            const extra = result.documents.length - shown.length;
-            const list = shown
-                .map((d) => `${d.name} (${d.type}${d.size !== undefined ? `, ${d.size}B` : ''})`)
-                .join(', ');
-            docs = `\nDocuments (${result.documents.length}): ${list}${extra > 0 ? `, +${extra} more` : ''}`;
-        }
+        const docs = formatDocumentSection(result.documents);
         const url = `\nURL: ${result.filing_url}`;
         return [
             { type: 'text', text: `${header}\n${dateLine}\n${meta}${docs}${url}\n\n${result.content}` },
@@ -157,7 +210,7 @@ function normalizeAccessionNumber(input) {
     }
     return cleaned;
 }
-async function resolveFilingArchive(api, ctx, accessionNumber, providedCik, requestedDocument) {
+async function resolveFilingArchive(api, accessionNumber, providedCik, requestedDocument) {
     const candidateCiks = await resolveCandidateCiks(api, accessionNumber, providedCik);
     let lastIndexedItems = [];
     for (const cik of candidateCiks) {
@@ -174,32 +227,16 @@ async function resolveFilingArchive(api, ctx, accessionNumber, providedCik, requ
         const html = await api.tryGetFilingDocument(cik, accessionNumber, targetName);
         if (!html)
             continue;
-        return { cik, html, index, targetName };
+        return { ok: true, cik, html, index, targetName };
     }
     const availableDocuments = lastIndexedItems.map((item) => item.name);
     if (requestedDocument && availableDocuments.length > 0) {
-        throw ctx.fail('document_not_found', `Document '${requestedDocument}' not found in this filing.`, {
-            requested_document: requestedDocument,
-            available_documents: availableDocuments,
-            recovery: { hint: `Pick one of: ${availableDocuments.join(', ')}.` },
-        });
+        return { ok: false, kind: 'document_not_found', requestedDocument, availableDocuments };
     }
     if (availableDocuments.length > 0) {
-        throw ctx.fail('no_documents', `No primary document found in filing ${accessionNumber}.`, {
-            accession_number: accessionNumber,
-            available_documents: availableDocuments,
-            recovery: { hint: `Specify the document input from: ${availableDocuments.join(', ')}.` },
-        });
+        return { ok: false, kind: 'no_documents', availableDocuments };
     }
-    const cikSuffix = providedCik ? ` (CIK ${providedCik.padStart(10, '0')})` : '';
-    const recoveryHint = providedCik
-        ? 'Verify the accession number and CIK are correct.'
-        : 'Verify the accession number and pass the company CIK explicitly.';
-    throw ctx.fail('filing_not_found', `Filing '${accessionNumber}' not found${cikSuffix}.`, {
-        accession_number: accessionNumber,
-        cik: providedCik,
-        recovery: { hint: recoveryHint },
-    });
+    return { ok: false, kind: 'filing_not_found', providedCik };
 }
 async function resolveCandidateCiks(api, accessionNumber, providedCik) {
     if (providedCik)
@@ -232,4 +269,116 @@ function isNonIndexFile(name) {
 function isXbrlSupportFile(name) {
     return /(?:_cal|_def|_lab|_pre|_sch)\.xml$/i.test(name);
 }
+/**
+ * Categorize filing documents into primary / exhibits / auxiliary / xbrl buckets.
+ * Uses canonical SEC TYPE values from the submission header when present, falling
+ * back to filename-pattern inference. XBRL viewer artifacts and taxonomy files
+ * are suppressed unless `includeXbrl` is true.
+ */
+function categorizeDocuments(items, primaryName, headers, includeXbrl) {
+    const primary = [];
+    const exhibits = [];
+    const auxiliary = [];
+    const xbrl = [];
+    for (const item of items) {
+        const header = headers?.get(item.name);
+        const type = header?.type ?? inferTypeFromName(item.name);
+        const entry = {
+            name: item.name,
+            type,
+            description: header?.description,
+            size: item.size ? Number.parseInt(item.size, 10) || undefined : undefined,
+        };
+        if (item.name === primaryName) {
+            primary.push(entry);
+        }
+        else if (isXbrlArtifact(item.name, type)) {
+            xbrl.push(entry);
+        }
+        else if (/^EX-/i.test(type)) {
+            exhibits.push(entry);
+        }
+        else {
+            auxiliary.push(entry);
+        }
+    }
+    return includeXbrl ? { primary, exhibits, auxiliary, xbrl } : { primary, exhibits, auxiliary };
+}
+const XBRL_VIEWER_ASSETS = new Set([
+    'MetaLinks.json',
+    'Show.js',
+    'report.css',
+    'Financial_Report.xlsx',
+    'FilingSummary.xml',
+]);
+function isXbrlArtifact(name, type) {
+    if (/^R\d+\.htm$/i.test(name))
+        return true; // viewer fragments
+    if (/_(?:cal|def|lab|pre|sch)\.xml$/i.test(name))
+        return true; // linkbases
+    if (/_htm\.xml$/i.test(name))
+        return true; // inline XBRL instance
+    if (/\.xsd$/i.test(name))
+        return true; // taxonomy schema
+    if (/-xbrl\.zip$/i.test(name))
+        return true; // packaged XBRL bundle
+    if (XBRL_VIEWER_ASSETS.has(name))
+        return true;
+    return /^EX-101/i.test(type); // EX-101.INS / .CAL / .DEF / .LAB / .PRE / .SCH
+}
+/** Fallback type label when the submission header is unavailable. */
+function inferTypeFromName(name) {
+    if (/^R\d+\.htm$/i.test(name))
+        return 'XBRL-VIEWER';
+    if (/_(?:cal|def|lab|pre|sch)\.xml$/i.test(name))
+        return 'XBRL-LINKBASE';
+    if (/_htm\.xml$/i.test(name))
+        return 'XBRL-INSTANCE';
+    if (/\.xsd$/i.test(name))
+        return 'XBRL-SCHEMA';
+    if (/-xbrl\.zip$/i.test(name))
+        return 'XBRL-BUNDLE';
+    if (name === 'MetaLinks.json')
+        return 'XBRL-METADATA';
+    if (name === 'FilingSummary.xml')
+        return 'FILING-SUMMARY';
+    if (name === 'Show.js' || name === 'report.css')
+        return 'XBRL-VIEWER-ASSET';
+    if (name === 'Financial_Report.xlsx')
+        return 'FINANCIAL-REPORT';
+    return 'unknown';
+}
+function formatDocumentSection(docs) {
+    const sections = [];
+    if (docs.primary.length) {
+        sections.push(`Primary (${docs.primary.length}): ${formatDocList(docs.primary)}`);
+    }
+    if (docs.exhibits.length) {
+        sections.push(`Exhibits (${docs.exhibits.length}): ${formatDocList(docs.exhibits)}`);
+    }
+    if (docs.auxiliary.length) {
+        sections.push(`Auxiliary (${docs.auxiliary.length}): ${formatDocList(docs.auxiliary)}`);
+    }
+    if (docs.xbrl?.length) {
+        sections.push(`XBRL (${docs.xbrl.length}): ${formatDocList(docs.xbrl)}`);
+    }
+    return sections.length ? `\n${sections.join('\n')}` : '';
+}
+function formatDocList(entries) {
+    const shown = entries.slice(0, MAX_DOCUMENTS_IN_FORMAT);
+    const extra = entries.length - shown.length;
+    const list = shown
+        .map((d) => {
+        const tail = [
+            d.type,
+            d.size !== undefined ? `${d.size}B` : null,
+            d.description ? `"${d.description}"` : null,
+        ]
+            .filter(Boolean)
+            .join(', ');
+        return `${d.name} [${tail}]`;
+    })
+        .join(', ');
+    return `${list}${extra > 0 ? `, +${extra} more` : ''}`;
+}
 //# sourceMappingURL=get-filing.tool.js.map

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

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

	@@ -1 +1 @@
1	- {"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAKjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~GAqR5B~~,CAAC"}
1	+ {"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAKjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAuS5B,CAAC"}

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

@@ -8,7 +8,7 @@ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { resolveConcept } from '../../../services/edgar/concept-map.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 export const getFinancialsTool = tool('secedgar_get_financials', {
-    description: 'Get historical XBRL financial data for a company. Accepts friendly concept names (e.g., "revenue", "net_income", "assets") or raw XBRL tags. Automatically handles historical tag changes and deduplicates data.',
+    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.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -50,26 +50,38 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
         period_type: z
             .enum(['annual', 'quarterly', 'all'])
             .optional()
-            .describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. Defaults: "annual" for income/cash-flow concepts, "all" for balance-sheet (instant) items so a bare friendly-name call returns data without a follow-up retry.'),
+            .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.'),
     }),
     output: z.object({
-        company: z.string().describe('Company name.'),
-        cik: z.string().describe('Company CIK.'),
+        company: z.string().describe('Resolved entity name (SEC-conformed).'),
+        cik: z.string().describe('Resolved CIK, zero-padded to 10 digits.'),
         concept: z.string().describe('XBRL tag name used.'),
         label: z.string().describe('Human-readable label for the concept.'),
-        description: z.string().optional().describe('XBRL taxonomy description.'),
+        description: z
+            .string()
+            .optional()
+            .describe('XBRL taxonomy description for this concept. Often absent for company-extension tags or older concepts.'),
         unit: z.string().describe('Unit of measure (e.g., "USD", "shares", "USD/shares").'),
         data: z
             .array(z
             .object({
             period: z.string().describe('Calendar period label (e.g., "CY2023", "CY2023Q3").'),
             value: z.number().describe('Reported value.'),
-            start: z.string().optional().describe('Period start date (duration items only).'),
-            end: z.string().describe('Period end date.'),
-            fiscal_year: z.number().nullable().describe('Fiscal year.'),
-            fiscal_period: z.string().nullable().describe('Fiscal period (FY, Q1, Q2, Q3, Q4).'),
+            start: z
+                .string()
+                .optional()
+                .describe('Period start date (YYYY-MM-DD). Duration items only.'),
+            end: z.string().describe('Period end date (YYYY-MM-DD).'),
+            fiscal_year: z
+                .number()
+                .nullable()
+                .describe('Fiscal year of the source filing. Null when the source filing did not encode a fiscal year.'),
+            fiscal_period: z
+                .string()
+                .nullable()
+                .describe('Fiscal period of the source filing (FY, Q1, Q2, Q3, Q4). Null when the source filing did not encode a fiscal period.'),
             form: z.string().describe('Source filing type (10-K, 10-Q, etc.).'),
-            filed: z.string().describe('Date the source filing was submitted.'),
+            filed: z.string().describe('Date the source filing was submitted (YYYY-MM-DD).'),
             accession_number: z
                 .string()
                 .describe('Source filing accession number for secedgar_get_filing.'),

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

	@@ -1 +1 @@
1	- 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package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~6BA+G7B~~,CAAC"}
1	+ {"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;6BAuH7B,CAAC"}

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

@@ -29,7 +29,7 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
         group: z
             .enum(GROUP_VALUES)
             .optional()
-            .describe('Filter to a single financial statement group. income_statement covers P&L items; balance_sheet covers position items (use instant periods in compare_metric); cash_flow covers CF statement items; per_share covers EPS; entity_info covers DEI items like shares outstanding.'),
+            .describe('Filter to a single financial statement group. income_statement covers P&L items; balance_sheet covers position items (use instant periods in secedgar_compare_metric); cash_flow covers CF statement items; per_share covers EPS; entity_info covers DEI items like shares outstanding.'),
         taxonomy: z
             .enum(TAXONOMY_VALUES)
             .optional()
@@ -47,11 +47,15 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
             tags: z
                 .array(z.string())
                 .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).'),
-            taxonomy: z.enum(TAXONOMY_VALUES).describe('XBRL taxonomy.'),
+            taxonomy: z
+                .enum(TAXONOMY_VALUES)
+                .describe('XBRL taxonomy this concept lives in: us-gaap (US filers), ifrs-full (foreign filers), or dei (entity info).'),
             unit: z
                 .string()
-                .describe('Unit of measure (USD, USD/shares, shares, pure). Note: secedgar_compare_metric expects the dashed form USD-per-shares.'),
-            group: z.enum(GROUP_VALUES).describe('Financial statement group.'),
+                .describe('Unit of measure (USD, USD/shares, shares, pure). secedgar_compare_metric accepts both slash and dashed forms.'),
+            group: z
+                .enum(GROUP_VALUES)
+                .describe('Statement section this concept belongs to: income_statement, balance_sheet, cash_flow, per_share, or entity_info.'),
         })
             .describe('One XBRL concept mapping with its friendly name, tags, and grouping.'))
             .describe('Matching concepts, ordered by group then alphabetical by name.'),

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

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

@@ -11,6 +11,11 @@ export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDef
     end_date: z.ZodOptional<z.ZodString>;
     limit: z.ZodDefault<z.ZodNumber>;
     offset: z.ZodDefault<z.ZodNumber>;
+    sort: z.ZodDefault<z.ZodEnum<{
+        filing_date_desc: "filing_date_desc";
+        filing_date_asc: "filing_date_asc";
+        relevance: "relevance";
+    }>>;
 }, z.core.$strip>, z.ZodObject<{
     total: z.ZodNumber;
     total_is_exact: z.ZodBoolean;

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

	@@ -1 +1 @@
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