@cyanheads/secedgar-mcp-server 0.4.4 → 0.5.0

package/dist/services/canvas-bridge/sql-gate-extras.d.ts

@@ -0,0 +1,15 @@
+/**
+ * @fileoverview Bridge-layer SQL gate additions on top of the framework's
+ * read-only gate. The framework rejects writes, DDL, and external-data table
+ * functions; this module additionally denies access to DuckDB system catalogs
+ * (`information_schema`, `pg_catalog`, `sqlite_master`, `duckdb_*`) so callers
+ * cannot enumerate every `df_<id>` on the shared canvas and bypass the
+ * possession-required access model.
+ * @module services/canvas-bridge/sql-gate-extras
+ */
+/**
+ * Reject SELECTs that reference DuckDB system catalogs. Throws
+ * `ValidationError` with `data.reason = 'system_catalog_access'`.
+ */
+export declare function assertNoSystemCatalogAccess(sql: string): void;
+//# sourceMappingURL=sql-gate-extras.d.ts.map

package/dist/services/canvas-bridge/sql-gate-extras.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"sql-gate-extras.d.ts","sourceRoot":"","sources":["../../../src/services/canvas-bridge/sql-gate-extras.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAyBH;;;GAGG;AACH,wBAAgB,2BAA2B,CAAC,GAAG,EAAE,MAAM,GAAG,IAAI,CAc7D"}

package/dist/services/canvas-bridge/sql-gate-extras.js

@@ -0,0 +1,49 @@
+/**
+ * @fileoverview Bridge-layer SQL gate additions on top of the framework's
+ * read-only gate. The framework rejects writes, DDL, and external-data table
+ * functions; this module additionally denies access to DuckDB system catalogs
+ * (`information_schema`, `pg_catalog`, `sqlite_master`, `duckdb_*`) so callers
+ * cannot enumerate every `df_<id>` on the shared canvas and bypass the
+ * possession-required access model.
+ * @module services/canvas-bridge/sql-gate-extras
+ */
+import { validationError } from '@cyanheads/mcp-ts-core/errors';
+/**
+ * Catalog identifiers that must not appear in a user-supplied SELECT. Tested
+ * against the SQL with string literals stripped so a literal value
+ * `'information_schema'` does not trip the gate.
+ */
+const FORBIDDEN_CATALOG_PATTERNS = [
+    /\binformation_schema\b/i,
+    /\bpg_catalog\b/i,
+    /\bsqlite_master\b/i,
+    /\bduckdb_[a-z_]+\b/i,
+];
+/**
+ * Strip single- and double-quoted string literals so catalog tokens embedded
+ * in string constants do not cause false positives. Cheap heuristic — the
+ * framework gate runs a real parser afterwards, this is a fast text gate.
+ */
+function stripStringLiterals(sql) {
+    return sql.replace(/'([^'\\]|\\.|'')*'/g, "''").replace(/"([^"\\]|\\.|"")*"/g, '""');
+}
+/**
+ * Reject SELECTs that reference DuckDB system catalogs. Throws
+ * `ValidationError` with `data.reason = 'system_catalog_access'`.
+ */
+export function assertNoSystemCatalogAccess(sql) {
+    const stripped = stripStringLiterals(sql);
+    for (const pattern of FORBIDDEN_CATALOG_PATTERNS) {
+        const match = stripped.match(pattern);
+        if (match) {
+            throw validationError(`SQL references a denied system catalog: ${match[0]}.`, {
+                reason: 'system_catalog_access',
+                catalog: match[0],
+                recovery: {
+                    hint: 'Query only df_<id> tables. Use secedgar_dataframe_describe to list available dataframes.',
+                },
+            });
+        }
+    }
+}
+//# sourceMappingURL=sql-gate-extras.js.map

package/dist/services/canvas-bridge/sql-gate-extras.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"sql-gate-extras.js","sourceRoot":"","sources":["../../../src/services/canvas-bridge/sql-gate-extras.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAE,eAAe,EAAE,MAAM,+BAA+B,CAAC;AAEhE;;;;GAIG;AACH,MAAM,0BAA0B,GAA0B;IACxD,yBAAyB;IACzB,iBAAiB;IACjB,oBAAoB;IACpB,qBAAqB;CACtB,CAAC;AAEF;;;;GAIG;AACH,SAAS,mBAAmB,CAAC,GAAW;IACtC,OAAO,GAAG,CAAC,OAAO,CAAC,qBAAqB,EAAE,IAAI,CAAC,CAAC,OAAO,CAAC,qBAAqB,EAAE,IAAI,CAAC,CAAC;AACvF,CAAC;AAED;;;GAGG;AACH,MAAM,UAAU,2BAA2B,CAAC,GAAW;IACrD,MAAM,QAAQ,GAAG,mBAAmB,CAAC,GAAG,CAAC,CAAC;IAC1C,KAAK,MAAM,OAAO,IAAI,0BAA0B,EAAE,CAAC;QACjD,MAAM,KAAK,GAAG,QAAQ,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC;QACtC,IAAI,KAAK,EAAE,CAAC;YACV,MAAM,eAAe,CAAC,2CAA2C,KAAK,CAAC,CAAC,CAAC,GAAG,EAAE;gBAC5E,MAAM,EAAE,uBAAuB;gBAC/B,OAAO,EAAE,KAAK,CAAC,CAAC,CAAC;gBACjB,QAAQ,EAAE;oBACR,IAAI,EAAE,0FAA0F;iBACjG;aACF,CAAC,CAAC;QACL,CAAC;IACH,CAAC;AACH,CAAC"}

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

@@ -10,6 +10,7 @@ declare class EdgarApiService {
     private lastRequestAt;
     private minIntervalMs;
     private tickerCache;
+    private tickerCacheLoad;
     private throttleQueue;
     constructor();
     /** Fetch and parse JSON, throwing on non-OK responses. */
@@ -72,6 +73,7 @@ declare class EdgarApiService {
      */
     private throttle;
     private getTickerCache;
+    private loadTickerCache;
 }
 export declare function initEdgarApiService(): void;
 export declare function getEdgarApiService(): EdgarApiService;

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

@@ -1 +1 @@
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+{"version":3,"file":"edgar-api-service.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/edgar-api-service.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAKH,OAAO,EAAE,KAAK,oBAAoB,EAAsB,MAAM,qBAAqB,CAAC;AACpF,OAAO,KAAK,EACV,QAAQ,EACR,sBAAsB,EACtB,YAAY,EACZ,WAAW,EACX,cAAc,EACd,mBAAmB,EAEpB,MAAM,YAAY,CAAC;AAcpB,cAAM,eAAe;IACnB,OAAO,CAAC,aAAa,CAAK;IAC1B,OAAO,CAAC,aAAa,CAAS;IAC9B,OAAO,CAAC,WAAW,CAA0B;IAC7C,OAAO,CAAC,eAAe,CAAmC;IAC1D,OAAO,CAAC,aAAa,CAAoC;;IAOzD,0DAA0D;IACpD,SAAS,CAAC,CAAC,EAAE,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,CAAC,CAAC;IAQ3C,kFAAkF;IAC5E,YAAY,CAAC,CAAC,EAAE,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,CAAC,GAAG,IAAI,CAAC;IAKrD,sDAAsD;IAChD,SAAS,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAQ7C,sFAAsF;IAChF,YAAY,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC;IAOvD;;;;;OAKG;IACG,UAAU,CAAC,KAAK,EAAE,MAAM,GAAG,OAAO,CAAC,QAAQ,GAAG,QAAQ,EAAE,CAAC;IAiD/D,2CAA2C;IACrC,WAAW,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,GAAG,SAAS,CAAC;IAO3D,cAAc,CAAC,GAAG,EAAE,MAAM,GAAG,OAAO,CAAC,mBAAmB,CAAC;IAOzD,aAAa,CAAC,MAAM,EAAE;QACpB,KAAK,EAAE,MAAM,CAAC;QACd,KAAK,CAAC,EAAE,MAAM,EAAE,GAAG,SAAS,CAAC;QAC7B,SAAS,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC/B,OAAO,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC7B,IAAI,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;QAC1B,IAAI,CAAC,EAAE,MAAM,GAAG,SAAS,CAAC;KAC3B,GAAG,OAAO,CAAC,YAAY,CAAC;IAezB;;;OAGG;IACG,cAAc,CAAC,eAAe,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,EAAE,CAAC;IAoBhE,oFAAoF;IACpF,iBAAiB,CAAC,GAAG,EAAE,MAAM,EAAE,eAAe,EAAE,MAAM,GAAG,OAAO,CAAC,WAAW,GAAG,IAAI,CAAC;IAQpF;;;;;OAKG;IACG,mBAAmB,CACvB,GAAG,EAAE,MAAM,EACX,eAAe,EAAE,MAAM,GACtB,OAAO,CAAC,GAAG,CAAC,MAAM,EAAE,oBAAoB,CAAC,GAAG,IAAI,CAAC;IASpD,iBAAiB,CAAC,GAAG,EAAE,MAAM,EAAE,eAAe,EAAE,MAAM,EAAE,QAAQ,EAAE,MAAM,GAAG,OAAO,CAAC,MAAM,CAAC;IAQ1F;;OAEG;IACH,oBAAoB,CAClB,GAAG,EAAE,MAAM,EACX,eAAe,EAAE,MAAM,EACvB,QAAQ,EAAE,MAAM,GACf,OAAO,CAAC,MAAM,GAAG,IAAI,CAAC;IAQzB,6FAA6F;IAC7F,oBAAoB,CAClB,GAAG,EAAE,MAAM,EACX,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,GACV,OAAO,CAAC,sBAAsB,GAAG,IAAI,CAAC;IAOzC,8FAA8F;IAC9F,YAAY,CACV,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,EACX,IAAI,EAAE,MAAM,EACZ,MAAM,EAAE,MAAM,GACb,OAAO,CAAC,cAAc,GAAG,IAAI,CAAC;IAQjC;;;OAGG;YACW,QAAQ;IA4BtB;;;OAGG;IACH,OAAO,CAAC,QAAQ;YAcF,cAAc;YAiBd,eAAe;CAuB9B;AASD,wBAAgB,mBAAmB,IAAI,IAAI,CAE1C;AAED,wBAAgB,kBAAkB,IAAI,eAAe,CAIpD"}

package/dist/services/edgar/edgar-api-service.js

@@ -15,6 +15,7 @@ class EdgarApiService {
     lastRequestAt = 0;
     minIntervalMs;
     tickerCache;
+    tickerCacheLoad;
     throttleQueue = Promise.resolve();
     constructor() {
         const config = getServerConfig();
@@ -234,6 +235,15 @@ class EdgarApiService {
         if (this.tickerCache && now - this.tickerCache.loadedAt < config.tickerCacheTtl * 1000) {
             return this.tickerCache;
         }
+        // Singleflight: concurrent first-time callers (e.g. fetch-frames enriching
+        // ~5k reporters in parallel) share one in-flight load instead of each
+        // queuing their own SEC fetch through the 10 req/s throttle.
+        this.tickerCacheLoad ??= this.loadTickerCache().finally(() => {
+            this.tickerCacheLoad = undefined;
+        });
+        return this.tickerCacheLoad;
+    }
+    async loadTickerCache() {
         const raw = await this.fetchJson('https://www.sec.gov/files/company_tickers.json');
         const byTicker = new Map();
         const byCik = new Map();
@@ -248,7 +258,7 @@ class EdgarApiService {
             byCik.set(match.cik, match);
             allEntries.push(match);
         }
-        this.tickerCache = { byTicker, byCik, allEntries, loadedAt: now };
+        this.tickerCache = { byTicker, byCik, allEntries, loadedAt: Date.now() };
         return this.tickerCache;
     }
 }

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

@@ -1 +1 @@
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package/dist/services/edgar/types.d.ts

@@ -140,6 +140,8 @@ export interface FrameEntry {
     end: string;
     entityName: string;
     loc: string;
+    /** Period start date — present for duration frames, absent for instant frames. */
+    start?: string;
     val: number;
 }
 /** Financial statement grouping for XBRL concepts. */

package/dist/services/edgar/types.d.ts.map

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

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.4.4",
+  "version": "0.5.0",
   "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
   "mcpName": "io.github.cyanheads/secedgar-mcp-server",
   "type": "module",
@@ -70,18 +70,19 @@
     "access": "public"
   },
   "dependencies": {
-    "@cyanheads/mcp-ts-core": "^0.8.19",
+    "@cyanheads/mcp-ts-core": "^0.9.1",
+    "@duckdb/node-api": "^1.5.2-r.1",
     "html-to-text": "^10.0.0",
     "pino-pretty": "^13.1.3"
   },
   "devDependencies": {
-    "@biomejs/biome": "^2.4.14",
+    "@biomejs/biome": "^2.4.15",
     "@types/html-to-text": "^9.0.4",
-    "@types/node": "^25.6.2",
+    "@types/node": "^25.8.0",
     "depcheck": "^1.4.7",
     "ignore": "^7.0.5",
     "tsc-alias": "^1.8.17",
     "typescript": "^6.0.3",
-    "vitest": "^4.1.5"
+    "vitest": "^4.1.6"
   }
 }

package/server.json

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.4.4",
+  "version": "0.5.0",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.4.4",
+      "version": "0.5.0",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.4.4",
+      "version": "0.5.0",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",

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

@@ -1 +0,0 @@
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package/dist/mcp-server/tools/definitions/compare-metric.tool.js

@@ -1,149 +0,0 @@
-/**
- * @fileoverview Compare a financial metric across all reporting companies for a specific period.
- * @module mcp-server/tools/definitions/compare-metric
- */
-import { tool, z } from '@cyanheads/mcp-ts-core';
-import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
-import { resolveConcept } from '../../../services/edgar/concept-map.js';
-import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
-export const compareMetricTool = tool('secedgar_compare_metric', {
-    description: 'Compare a financial metric across all reporting companies for a specific period. Accepts the same friendly concept names as secedgar_get_financials (e.g., "revenue", "assets") — discover available names with secedgar_search_concepts.',
-    annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
-    errors: [
-        {
-            reason: 'unknown_concept',
-            code: JsonRpcErrorCode.NotFound,
-            when: 'The concept input does not match a friendly name and SEC frames returned no data',
-            recovery: 'Use a friendly name from secedgar_search_concepts or a valid raw XBRL tag.',
-        },
-        {
-            reason: 'no_data',
-            code: JsonRpcErrorCode.NotFound,
-            when: 'Concept resolves but no companies report this metric for the requested period and unit',
-            recovery: 'Check duration vs instant period, unit, and that the period exists post-CY2009.',
-        },
-    ],
-    input: z.object({
-        concept: z
-            .string()
-            .describe('Financial concept — same friendly names as secedgar_get_financials (e.g., "revenue", "assets", "eps_basic") or raw XBRL tag.'),
-        period: z
-            .string()
-            .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).'),
-        unit: z
-            .enum(['USD', 'USD-per-shares', 'USD/shares', 'shares', 'pure'])
-            .default('USD')
-            .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.'),
-        limit: z.number().int().min(1).max(100).default(25).describe('Number of companies to return.'),
-        sort: z
-            .enum(['desc', 'asc'])
-            .default('desc')
-            .describe('Sort direction. "desc" for highest values first (typical for revenue, assets). "asc" for lowest values.'),
-    }),
-    output: z.object({
-        concept: z
-            .string()
-            .describe('XBRL tag the data was actually fetched against (after resolving any friendly name).'),
-        period: z.string().describe('Calendar period the data was fetched for, echoed from input.'),
-        unit: z
-            .string()
-            .describe('Unit of measure used for the lookup (always normalized to dashed form, e.g. "USD-per-shares").'),
-        label: z.string().describe('Human-readable concept label.'),
-        total_companies: z.number().describe('Total companies reporting this metric for this period.'),
-        data: z
-            .array(z
-            .object({
-            rank: z.number().describe('Rank in sorted order.'),
-            company_name: z.string().describe('Entity name.'),
-            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 (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."))
-            .describe('Ranked companies for this metric.'),
-    }),
-    async handler(input, ctx) {
-        const api = getEdgarApiService();
-        // Resolve concept
-        const mapping = resolveConcept(input.concept);
-        const tag = mapping?.tags[0] ?? input.concept;
-        const taxonomy = mapping?.taxonomy ?? 'us-gaap';
-        const label = mapping?.label ?? input.concept;
-        // SEC's frames API path uses dashed form (USD-per-shares); accept either form on input.
-        const unit = (mapping?.unit ?? input.unit).replace('/', '-per-');
-        // `tryGetFrames` returns null when no companies report this combination for this period.
-        const framesResponse = await api.tryGetFrames(taxonomy, tag, unit, input.period);
-        if (!framesResponse) {
-            // Distinguish unknown concept (no mapping + 404) from valid concept with no data
-            if (!mapping) {
-                throw ctx.fail('unknown_concept', `Unknown concept '${input.concept}'.`, {
-                    ...ctx.recoveryFor('unknown_concept'),
-                    concept: input.concept,
-                });
-            }
-            throw ctx.fail('no_data', `No data for ${label}/${unit}/${input.period}.`, {
-                recovery: {
-                    hint: 'Check duration vs. instant period (add "I" for balance sheet items), correct unit (USD-per-shares for EPS), and period exists (data starts ~CY2009).',
-                },
-                concept: tag,
-                period: input.period,
-                unit,
-            });
-        }
-        // Sort by value
-        const sorted = [...framesResponse.data].sort((a, b) => input.sort === 'desc' ? b.val - a.val : a.val - b.val);
-        // Slice to limit and enrich with tickers
-        const sliced = sorted.slice(0, input.limit);
-        const data = await Promise.all(sliced.map(async (entry, i) => {
-            const cik = String(entry.cik).padStart(10, '0');
-            const ticker = await api.cikToTicker(cik);
-            return {
-                rank: i + 1,
-                company_name: entry.entityName,
-                cik,
-                ticker: ticker || undefined,
-                value: entry.val,
-                location: entry.loc || undefined,
-                period_end: entry.end,
-                accession_number: entry.accn,
-            };
-        }));
-        ctx.log.info('Metric comparison completed', {
-            concept: tag,
-            period: input.period,
-            totalCompanies: framesResponse.pts,
-            returned: data.length,
-        });
-        return {
-            concept: tag,
-            period: input.period,
-            unit,
-            label: framesResponse.label || label,
-            total_companies: framesResponse.pts,
-            data,
-        };
-    },
-    format: (result) => {
-        const lines = [
-            `**${result.label}** [XBRL: ${result.concept}] — ${result.period} (${result.unit}, ${result.total_companies} companies)`,
-        ];
-        for (const d of result.data) {
-            const ticker = d.ticker ? ` (${d.ticker})` : '';
-            const formatted = result.unit === 'USD'
-                ? `$${(d.value / 1_000_000_000).toFixed(2)}B`
-                : result.unit === 'USD-per-shares'
-                    ? `$${d.value.toFixed(2)}`
-                    : d.value.toLocaleString();
-            const location = d.location ? ` | ${d.location}` : '';
-            lines.push(`${d.rank}. ${d.company_name}${ticker} — CIK ${d.cik}: ${formatted} (raw ${d.value}) | period end ${d.period_end}${location} [${d.accession_number}]`);
-        }
-        return [{ type: 'text', text: lines.join('\n') }];
-    },
-});
-//# sourceMappingURL=compare-metric.tool.js.map

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

@@ -1 +0,0 @@
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