@cyanheads/secedgar-mcp-server 0.4.3 → 0.4.4

package/Dockerfile

@@ -4,7 +4,7 @@
 # This stage installs all dependencies (including dev), builds the TypeScript
 # source code into JavaScript, and prepares the production assets.
 # ==============================================================================
-FROM oven/bun:1 AS build
+FROM oven/bun:1.3 AS build
 
 WORKDIR /usr/src/app
 
@@ -28,7 +28,7 @@ RUN bun run build
 # application. It uses a slim base image and only includes production
 # dependencies and build artifacts.
 # ==============================================================================
-FROM oven/bun:1-slim AS production
+FROM oven/bun:1.3-slim AS production
 
 WORKDIR /usr/src/app
 

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

@@ -1 +1 @@
-{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDAmD3B,CAAC"}
+{"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDAkD3B,CAAC"}

package/dist/mcp-server/resources/definitions/concepts.resource.js

@@ -14,8 +14,7 @@ const GROUP_LABELS = {
 };
 export const conceptsResource = resource('secedgar://concepts', {
     name: 'XBRL Financial Concepts',
-    description: 'Reference list of common XBRL financial concepts grouped by financial statement, ' +
-        'mapping friendly names to XBRL tags. Read this before calling secedgar_get_financials or secedgar_compare_metric to see available concept names.',
+    description: 'Reference list of common XBRL financial concepts grouped by financial statement, mapping friendly names accepted by secedgar_get_financials and secedgar_compare_metric to their XBRL tags.',
     mimeType: 'text/markdown',
     handler(_params, _ctx) {
         const groups = new Map();

package/dist/mcp-server/resources/definitions/concepts.resource.js.map

@@ -1 +1 @@
-{"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"}
+{"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,6LAA6L;IAC/L,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"}

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

@@ -1 +1 @@
-{"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAsEH,eAAO,MAAM,mBAAmB;;wDA+B9B,CAAC"}
+{"version":3,"file":"filing-types.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/filing-types.resource.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAsEH,eAAO,MAAM,mBAAmB;;wDA8B9B,CAAC"}

package/dist/mcp-server/resources/definitions/filing-types.resource.js

@@ -67,8 +67,7 @@ const FILING_TYPES = [
 ];
 export const filingTypesResource = resource('secedgar://filing-types', {
     name: 'SEC Filing Types',
-    description: 'Reference list of common SEC filing types with descriptions, cadence, and typical use cases. ' +
-        'Helps choose the forms parameter for secedgar_search_filings or the form_types filter for secedgar_company_search.',
+    description: 'Reference list of common SEC filing types with descriptions, cadence, and typical use cases. Helps choose the forms parameter for secedgar_search_filings or the form_types filter for secedgar_company_search.',
     mimeType: 'text/markdown',
     handler(_params, _ctx) {
         const lines = ['# SEC Filing Types', ''];

package/dist/mcp-server/resources/definitions/filing-types.resource.js.map

@@ -1 +1 @@
-{"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"}
+{"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,iNAAiN;IACnN,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"}

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

@@ -1 +1 @@
-{"version":3,"file":"company-search.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAYjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAsL5B,CAAC"}
+{"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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAkM5B,CAAC"}

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

@@ -7,7 +7,7 @@ import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 export const companySearchTool = tool('secedgar_company_search', {
-    description: 'Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to entity details, then pass an accession number to secedgar_get_filing for the underlying document.',
+    description: 'Find companies and retrieve entity info with optional recent filings. Entry point for most EDGAR workflows — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -59,12 +59,20 @@ export const companySearchTool = tool('secedgar_company_search', {
         filings: z
             .array(z
             .object({
-            accession_number: z.string().describe('Filing accession number.'),
+            accession_number: z
+                .string()
+                .describe('Filing accession number, dash format (e.g., 0000320193-23-000106). Pass to secedgar_get_filing.'),
             form: z.string().describe('Form type (e.g., 10-K).'),
-            filing_date: z.string().describe('Date filed.'),
-            report_date: z.string().optional().describe('Period of report.'),
+            filing_date: z.string().describe('Date the filing was submitted (YYYY-MM-DD).'),
+            report_date: z
+                .string()
+                .optional()
+                .describe('Period of report (YYYY-MM-DD). Absent for filings without a reporting period (proxy statements, ownership reports).'),
             primary_document: z.string().describe('Primary document filename.'),
-            description: z.string().optional().describe('Filing description.'),
+            description: z
+                .string()
+                .optional()
+                .describe('SEC-provided filing description. Absent when SEC published none.'),
         })
             .describe('One filing record with form type, dates, and primary document.'))
             .optional()

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

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/compare-metric.tool.js

@@ -55,14 +55,14 @@ export const compareMetricTool = tool('secedgar_compare_metric', {
             .object({
             rank: z.number().describe('Rank in sorted order.'),
             company_name: z.string().describe('Entity name.'),
-            cik: z.string().describe('Company CIK.'),
+            cik: z.string().describe('Company CIK, zero-padded to 10 digits.'),
             ticker: z.string().optional().describe('Ticker symbol (if available).'),
             value: z.number().describe('Reported value.'),
             location: z
                 .string()
                 .optional()
                 .describe('Business location (state or country). Absent when SEC has no location for this filer.'),
-            period_end: z.string().describe('Period end date.'),
+            period_end: z.string().describe('Period end date (YYYY-MM-DD).'),
             accession_number: z.string().describe('Source filing for secedgar_get_filing.'),
         })
             .describe("One company's reported value for this metric and period."))

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

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

@@ -1 +1 @@
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+{"version":3,"file":"get-filing.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-filing.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAoDjE,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAwOxB,CAAC"}

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

@@ -7,32 +7,12 @@ 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 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.'),
+        .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()
@@ -43,7 +23,26 @@ const documentEntrySchema = z
 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()
@@ -97,7 +96,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
                 .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 header TYPE — when the submission header is unavailable, exhibits whose filename does not match a known pattern fall through to auxiliary instead.'),
+                .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)."),
@@ -106,7 +105,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
                 .optional()
                 .describe('XBRL viewer artifacts and machine-readable taxonomy files. Only present when include_xbrl=true.'),
         })
-            .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.'),
+            .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.'),
@@ -115,7 +114,37 @@ 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${cikSuffix}.`, {
+                accession_number: accn,
+                cik: resolved.providedCik,
+                recovery: { hint: recoveryHint },
+            });
+        }
+        const { cik, index, html, targetName } = resolved;
         const accnNoDashes = accn.replace(/-/g, '');
         const { text, truncated, totalLength } = filingToText(html, input.content_limit);
         // Parallelize: submissions metadata (recent-window enrichment) and submission
@@ -181,7 +210,7 @@ function normalizeAccessionNumber(input) {
     }
     return cleaned;
 }
-async function resolveFilingArchive(api, ctx, accessionNumber, providedCik, requestedDocument) {
+async function resolveFilingArchive(api, accessionNumber, providedCik, requestedDocument) {
     const candidateCiks = await resolveCandidateCiks(api, accessionNumber, providedCik);
     let lastIndexedItems = [];
     for (const cik of candidateCiks) {
@@ -198,32 +227,16 @@ async function resolveFilingArchive(api, ctx, accessionNumber, providedCik, requ
         const html = await api.tryGetFilingDocument(cik, accessionNumber, targetName);
         if (!html)
             continue;
-        return { cik, html, index, targetName };
+        return { ok: true, cik, html, index, targetName };
     }
     const availableDocuments = lastIndexedItems.map((item) => item.name);
     if (requestedDocument && availableDocuments.length > 0) {
-        throw ctx.fail('document_not_found', `Document '${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)

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

@@ -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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAoS5B,CAAC"}
+{"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

@@ -67,8 +67,11 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             .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.'),
+            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()
@@ -78,7 +81,7 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
                 .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

@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/search-concepts.tool.js

@@ -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()

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

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

@@ -1 +1 @@
-{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA4DjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GA8O5B,CAAC"}
+{"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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAiP5B,CAAC"}

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

@@ -55,7 +55,7 @@ async function resolveEntityTargeting(query) {
     return { query };
 }
 export const searchFilingsTool = tool('secedgar_search_filings', {
-    description: 'Full-text search across all EDGAR filing documents since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).',
+    description: 'Search the full-text index of EDGAR filings since 1993. Supports exact phrases, boolean operators, wildcards, and entity targeting (ticker:AAPL or cik:320193 in query).',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -82,13 +82,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             .string()
             .optional()
             .describe('End of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering.'),
-        limit: z
-            .number()
-            .int()
-            .min(1)
-            .max(100)
-            .default(20)
-            .describe('Results per page. Max 100. Default 20 to keep responses concise.'),
+        limit: z.number().int().min(1).max(100).default(20).describe('Results per page. Max 100.'),
         offset: z
             .number()
             .int()
@@ -99,15 +93,15 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         sort: z
             .enum(['filing_date_desc', 'filing_date_asc', 'relevance'])
             .default('filing_date_desc')
-            .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.'),
+            .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 hits returned by the search index — for broad queries with more than 100 matches and no entity targeting, date-newest filings may sit outside that window. Entity targeting (ticker:/cik:) or a narrower query keeps matches inside the window when absolute recency matters.'),
     }),
     output: z.object({
         total: z
             .number()
-            .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.'),
+            .describe('Total matching filings (capped at 10,000). Under entity targeting (ticker:/cik:), this becomes the count of entity-matching hits within the sampled window of search results — a lower bound when more matches exist beyond the window.'),
         total_is_exact: z
             .boolean()
-            .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.'),
+            .describe('False when total hits the 10,000 cap, or when entity targeting filtered a sample that did not cover the full match set.'),
         results: z
             .array(z
             .object({
@@ -205,9 +199,21 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
                 location: hit._source.biz_locations?.[0] ?? undefined,
             };
         });
-        // Extract form distribution from aggregations
+        // Form distribution must reflect the same set as `total`. When entity
+        // targeting filtered the EFTS sample client-side, recompute from `hits`;
+        // EFTS's aggregation reflects the pre-filter sample and would disagree.
         let formDistribution;
-        if (response.aggregations?.form_filter?.buckets) {
+        if (entityCik) {
+            const dist = {};
+            for (const hit of hits) {
+                const form = hit._source.form;
+                if (form)
+                    dist[form] = (dist[form] ?? 0) + 1;
+            }
+            if (Object.keys(dist).length > 0)
+                formDistribution = dist;
+        }
+        else if (response.aggregations?.form_filter?.buckets) {
             formDistribution = {};
             for (const bucket of response.aggregations.form_filter.buckets) {
                 formDistribution[bucket.key] = bucket.doc_count;

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

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

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.4.3",
+  "version": "0.4.4",
   "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
   "mcpName": "io.github.cyanheads/secedgar-mcp-server",
   "type": "module",
@@ -62,7 +62,7 @@
     }
   ],
   "engines": {
-    "node": ">=22.0.0",
+    "node": ">=24.0.0",
     "bun": ">=1.3.0"
   },
   "packageManager": "bun@1.3.11",
@@ -70,14 +70,14 @@
     "access": "public"
   },
   "dependencies": {
-    "@cyanheads/mcp-ts-core": "^0.8.13",
+    "@cyanheads/mcp-ts-core": "^0.8.19",
     "html-to-text": "^10.0.0",
     "pino-pretty": "^13.1.3"
   },
   "devDependencies": {
     "@biomejs/biome": "^2.4.14",
     "@types/html-to-text": "^9.0.4",
-    "@types/node": "^25.6.0",
+    "@types/node": "^25.6.2",
     "depcheck": "^1.4.7",
     "ignore": "^7.0.5",
     "tsc-alias": "^1.8.17",

package/server.json

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.4.3",
+  "version": "0.4.4",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.4.3",
+      "version": "0.4.4",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.4.3",
+      "version": "0.4.4",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",