@cyanheads/secedgar-mcp-server 0.5.2 → 0.6.1
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/README.md +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 +11 -2
- package/dist/mcp-server/tools/definitions/company-search.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts +1 -0
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.js +19 -8
- 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 +35 -6
- package/dist/mcp-server/tools/definitions/get-financials.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.js +6 -5
- package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
- package/dist/services/edgar/concept-map.d.ts.map +1 -1
- package/dist/services/edgar/concept-map.js +130 -0
- package/dist/services/edgar/concept-map.js.map +1 -1
- package/dist/services/edgar/edgar-api-service.d.ts +7 -0
- package/dist/services/edgar/edgar-api-service.d.ts.map +1 -1
- package/dist/services/edgar/edgar-api-service.js +8 -0
- package/dist/services/edgar/edgar-api-service.js.map +1 -1
- package/package.json +3 -3
- package/server.json +3 -3
package/README.md
CHANGED
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@@ -13,7 +13,7 @@
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<div align="center">
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[](https://github.com/cyanheads/secedgar-mcp-server/releases/latest/download/secedgar-mcp-server.mcpb) [](https://cursor.com/en/install-mcp?name=secedgar-mcp-server&config=
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[](https://github.com/cyanheads/secedgar-mcp-server/releases/latest/download/secedgar-mcp-server.mcpb) [](https://cursor.com/en/install-mcp?name=secedgar-mcp-server&config=eyJjb21tYW5kIjoibnB4IiwiYXJncyI6WyIteSIsIkBjeWFuaGVhZHMvc2VjZWRnYXItbWNwLXNlcnZlciJdLCJlbnYiOnsiRURHQVJfVVNFUl9BR0VOVCI6IllvdXJOYW1lIHlvdXItZW1haWxAZXhhbXBsZS5jb20ifX0=) [](https://vscode.dev/redirect?url=vscode:mcp/install?%7B%22name%22%3A%22secedgar-mcp-server%22%2C%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22-y%22%2C%22%40cyanheads/secedgar-mcp-server%22%5D%2C%22env%22%3A%7B%22EDGAR_USER_AGENT%22%3A%22YourName%20your-email%40example.com%22%7D%7D)
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[](https://www.npmjs.com/package/@cyanheads/mcp-ts-core)
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1
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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;
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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;AAoBjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAoM5B,CAAC"}
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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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/** Format SEC's MMDD fiscal year end string as MM-DD (e.g., "0926" → "09-26"). */
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function formatFiscalYearEnd(raw) {
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if (/^\d{4}$/.test(raw)) {
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return `${raw.slice(0, 2)}-${raw.slice(2)}`;
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}
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return raw;
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}
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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 — resolves tickers, names, or CIKs to entity details, with accession numbers in the result feeding secedgar_get_filing for document content.',
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annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
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.string()
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.optional()
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.describe('State of incorporation (US two-letter code, e.g. "DE"). Omitted for some entities, including many foreign filers and individuals.'),
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fiscal_year_end: z
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fiscal_year_end: z
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.string()
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.describe('Fiscal year end (MM-DD format, e.g., "09-26" for September 26).'),
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filings: z
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.array(z
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.object({
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sic: submissions.sic,
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sic_description: submissions.sicDescription,
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state_of_incorporation: submissions.stateOfIncorporation || undefined,
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fiscal_year_end: submissions.fiscalYearEnd,
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fiscal_year_end: formatFiscalYearEnd(submissions.fiscalYearEnd),
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filings,
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total_filings: totalFilings,
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};
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{"version":3,"file":"company-search.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAW3E,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,yPAAyP;IAC3P,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,
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+
{"version":3,"file":"company-search.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/company-search.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AACjE,OAAO,EAAE,kBAAkB,EAAE,MAAM,uCAAuC,CAAC;AAW3E,kFAAkF;AAClF,SAAS,mBAAmB,CAAC,GAAW;IACtC,IAAI,SAAS,CAAC,IAAI,CAAC,GAAG,CAAC,EAAE,CAAC;QACxB,OAAO,GAAG,GAAG,CAAC,KAAK,CAAC,CAAC,EAAE,CAAC,CAAC,IAAI,GAAG,CAAC,KAAK,CAAC,CAAC,CAAC,EAAE,CAAC;IAC9C,CAAC;IACD,OAAO,GAAG,CAAC;AACb,CAAC;AAED,MAAM,CAAC,MAAM,iBAAiB,GAAG,IAAI,CAAC,yBAAyB,EAAE;IAC/D,WAAW,EACT,yPAAyP;IAC3P,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;aACf,MAAM,EAAE;aACR,QAAQ,CAAC,iEAAiE,CAAC;QAC9E,OAAO,EAAE,CAAC;aACP,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,gBAAgB,EAAE,CAAC;iBAChB,MAAM,EAAE;iBACR,QAAQ,CACP,iGAAiG,CAClG;YACH,IAAI,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,yBAAyB,CAAC;YACpD,WAAW,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,6CAA6C,CAAC;YAC/E,WAAW,EAAE,CAAC;iBACX,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CACP,qHAAqH,CACtH;YACH,gBAAgB,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,4BAA4B,CAAC;YACnE,WAAW,EAAE,CAAC;iBACX,MAAM,EAAE;iBACR,QAAQ,EAAE;iBACV,QAAQ,CAAC,kEAAkE,CAAC;SAChF,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,mBAAmB,CAAC,WAAW,CAAC,aAAa,CAAC;YAC/D,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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@@ -18,6 +18,7 @@ export declare const getFilingTool: import("@cyanheads/mcp-ts-core").ToolDefinit
|
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18
18
|
cik: z.ZodString;
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19
19
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period_ending: z.ZodOptional<z.ZodString>;
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20
20
|
primary_document: z.ZodString;
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21
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+
requested_document: z.ZodOptional<z.ZodString>;
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21
22
|
documents: z.ZodObject<{
|
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22
23
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primary: z.ZodArray<z.ZodObject<{
|
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23
24
|
name: z.ZodString;
|
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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,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;
|
|
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,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA6DjE,eAAO,MAAM,aAAa;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAqPxB,CAAC"}
|
|
@@ -88,7 +88,11 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
88
88
|
.describe('Period the filing reports on (YYYY-MM-DD). Absent under the same conditions as form.'),
|
|
89
89
|
primary_document: z
|
|
90
90
|
.string()
|
|
91
|
-
.describe(
|
|
91
|
+
.describe("Filename of the filing's actual primary document (e.g., the 10-K HTML file)."),
|
|
92
|
+
requested_document: z
|
|
93
|
+
.string()
|
|
94
|
+
.optional()
|
|
95
|
+
.describe('Filename of the specific document requested via the document param. Only present when document differs from primary_document.'),
|
|
92
96
|
documents: z
|
|
93
97
|
.object({
|
|
94
98
|
primary: z
|
|
@@ -144,7 +148,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
144
148
|
recovery: { hint: recoveryHint },
|
|
145
149
|
});
|
|
146
150
|
}
|
|
147
|
-
const { cik, index, html, targetName } = resolved;
|
|
151
|
+
const { cik, index, html, targetName, filingPrimaryName } = resolved;
|
|
148
152
|
const accnNoDashes = accn.replace(/-/g, '');
|
|
149
153
|
const { text, truncated, totalLength } = filingToText(html, input.content_limit);
|
|
150
154
|
// Parallelize: submissions metadata (recent-window enrichment) and submission
|
|
@@ -154,7 +158,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
154
158
|
api.getSubmissions(cik),
|
|
155
159
|
api.tryGetFilingHeaders(cik, accn),
|
|
156
160
|
]);
|
|
157
|
-
const documents = categorizeDocuments(index.directory.item,
|
|
161
|
+
const documents = categorizeDocuments(index.directory.item, filingPrimaryName, headers, input.include_xbrl);
|
|
158
162
|
// Enrich with metadata from the recent-submissions window — not every accession lands here
|
|
159
163
|
// (older filings live in paginated archive files), so these fields remain optional.
|
|
160
164
|
const recentAccns = submissions.filings.recent.accessionNumber;
|
|
@@ -169,6 +173,7 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
169
173
|
inRecentWindow: idx >= 0,
|
|
170
174
|
headersResolved: headers !== null,
|
|
171
175
|
});
|
|
176
|
+
const requestedDocument = input.document && input.document !== filingPrimaryName ? input.document : undefined;
|
|
172
177
|
return {
|
|
173
178
|
accession_number: accn,
|
|
174
179
|
form: form || undefined,
|
|
@@ -176,7 +181,8 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
176
181
|
company_name: submissions.name || undefined,
|
|
177
182
|
cik,
|
|
178
183
|
period_ending: periodEnding,
|
|
179
|
-
primary_document:
|
|
184
|
+
primary_document: filingPrimaryName,
|
|
185
|
+
requested_document: requestedDocument,
|
|
180
186
|
documents,
|
|
181
187
|
content: text,
|
|
182
188
|
content_truncated: truncated,
|
|
@@ -191,7 +197,10 @@ export const getFilingTool = tool('secedgar_get_filing', {
|
|
|
191
197
|
const filedPart = result.filing_date ? `Filed: ${result.filing_date}` : 'Filed: Unknown';
|
|
192
198
|
const periodPart = result.period_ending ? ` | Period: ${result.period_ending}` : '';
|
|
193
199
|
const dateLine = `${filedPart}${periodPart}`;
|
|
194
|
-
const
|
|
200
|
+
const docLabel = result.requested_document
|
|
201
|
+
? `Primary: ${result.primary_document} | Requested: ${result.requested_document}`
|
|
202
|
+
: `Primary: ${result.primary_document}`;
|
|
203
|
+
const meta = `Accession: ${result.accession_number} | ${docLabel} | ${result.content_total_length} chars${result.content_truncated ? ' (truncated)' : ''}`;
|
|
195
204
|
const docs = formatDocumentSection(result.documents);
|
|
196
205
|
const url = `\nURL: ${result.filing_url}`;
|
|
197
206
|
return [
|
|
@@ -219,15 +228,17 @@ async function resolveFilingArchive(api, accessionNumber, providedCik, requested
|
|
|
219
228
|
continue;
|
|
220
229
|
const items = index.directory.item;
|
|
221
230
|
lastIndexedItems = items;
|
|
222
|
-
|
|
223
|
-
|
|
231
|
+
// Always resolve the filing's actual primary document independently of what the caller requested.
|
|
232
|
+
const filingPrimaryName = findPrimaryDocument(items);
|
|
233
|
+
if (!filingPrimaryName)
|
|
224
234
|
continue;
|
|
235
|
+
const targetName = requestedDocument ?? filingPrimaryName;
|
|
225
236
|
if (!items.some((item) => item.name === targetName))
|
|
226
237
|
continue;
|
|
227
238
|
const html = await api.tryGetFilingDocument(cik, accessionNumber, targetName);
|
|
228
239
|
if (!html)
|
|
229
240
|
continue;
|
|
230
|
-
return { ok: true, cik, html, index, targetName };
|
|
241
|
+
return { ok: true, cik, html, index, targetName, filingPrimaryName };
|
|
231
242
|
}
|
|
232
243
|
const availableDocuments = lastIndexedItems.map((item) => item.name);
|
|
233
244
|
if (requestedDocument && availableDocuments.length > 0) {
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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1
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+
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@@ -1 +1 @@
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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;AAMjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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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;AAMjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAsX5B,CAAC"}
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@@ -150,14 +150,39 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
150
150
|
}
|
|
151
151
|
}
|
|
152
152
|
if (!conceptResponse || allUnits.length === 0) {
|
|
153
|
-
|
|
154
|
-
|
|
155
|
-
|
|
153
|
+
// Probe companyfacts to discover what namespaces and tags this filer actually reports.
|
|
154
|
+
// Only on the error path — one extra request, never on the happy path.
|
|
155
|
+
const facts = await api.tryGetCompanyFacts(match.cik);
|
|
156
|
+
const availableNamespaces = facts ? Object.keys(facts.facts) : [];
|
|
157
|
+
let hint;
|
|
158
|
+
if (facts && availableNamespaces.length > 0) {
|
|
159
|
+
const namespaceSummary = availableNamespaces
|
|
160
|
+
.map((ns) => {
|
|
161
|
+
const nsTags = Object.keys(facts.facts[ns] ?? {});
|
|
162
|
+
const searchTerm = tagsTried[0]?.toLowerCase().replace(/_/g, '') ?? '';
|
|
163
|
+
// Surface a few matching tags when the requested concept overlaps with this namespace
|
|
164
|
+
const matchingTags = searchTerm
|
|
165
|
+
? nsTags.filter((t) => t.toLowerCase().includes(searchTerm)).slice(0, 3)
|
|
166
|
+
: [];
|
|
167
|
+
return matchingTags.length > 0
|
|
168
|
+
? `${ns} (${nsTags.length} tags, e.g. ${matchingTags.join(', ')})`
|
|
169
|
+
: `${ns} (${nsTags.length} tags)`;
|
|
170
|
+
})
|
|
171
|
+
.join('; ');
|
|
172
|
+
hint = `This filer reports under: ${namespaceSummary}. Try a raw XBRL tag from one of these namespaces, or switch taxonomy to match.`;
|
|
173
|
+
}
|
|
174
|
+
else {
|
|
175
|
+
hint =
|
|
176
|
+
taxonomy === 'ifrs-full'
|
|
177
|
+
? 'Try a raw XBRL tag instead of a friendly name, or check the company uses IFRS.'
|
|
178
|
+
: "This company may use a different tag or taxonomy. Try 'ifrs-full' for foreign filers.";
|
|
179
|
+
}
|
|
156
180
|
throw ctx.fail('no_concept_data', `No XBRL data for '${input.concept}' under ${taxonomy} for this company.`, {
|
|
157
181
|
recovery: { hint },
|
|
158
182
|
concept: input.concept,
|
|
159
183
|
taxonomy,
|
|
160
184
|
tags_tried: tagsTried,
|
|
185
|
+
available_namespaces: availableNamespaces.length > 0 ? availableNamespaces : undefined,
|
|
161
186
|
});
|
|
162
187
|
}
|
|
163
188
|
// Deduplicate: keep only entries with frame field (one per standard calendar period)
|
|
@@ -281,10 +306,14 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
|
|
|
281
306
|
: result.unit === 'USD/shares'
|
|
282
307
|
? `$${d.value.toFixed(2)}`
|
|
283
308
|
: d.value.toLocaleString();
|
|
284
|
-
const fy = d.fiscal_year
|
|
285
|
-
const fp = d.fiscal_period ??
|
|
309
|
+
const fy = d.fiscal_year != null ? `FY${d.fiscal_year}` : null;
|
|
310
|
+
const fp = d.fiscal_period ?? null;
|
|
311
|
+
const fiscalCtx = [fy, fp].filter(Boolean).join(' ');
|
|
286
312
|
const range = d.start ? `${d.start} → ${d.end}` : d.end;
|
|
287
|
-
|
|
313
|
+
const filingCtx = fiscalCtx
|
|
314
|
+
? `${d.form} (${fiscalCtx}) filed ${d.filed} [${d.accession_number}]`
|
|
315
|
+
: `${d.form} filed ${d.filed} [${d.accession_number}]`;
|
|
316
|
+
lines.push(`${d.period}: ${formatted} (raw ${d.value}) | ${range} | ${filingCtx}`);
|
|
288
317
|
}
|
|
289
318
|
if (result.dataset) {
|
|
290
319
|
lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at}) — query with secedgar_dataframe_query.`);
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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@@ -1 +1 @@
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|
1
|
-
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA8FjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
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1
|
+
{"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA8FjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;GAyT5B,CAAC"}
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@@ -105,7 +105,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
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|
105
105
|
forms: z
|
|
106
106
|
.array(z.string())
|
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107
107
|
.optional()
|
|
108
|
-
.describe('Filter to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, searches all form types.'),
|
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108
|
+
.describe('Filter to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, searches all form types. Note: "10-K" also matches amendments filed as 10-K/A.'),
|
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109
109
|
start_date: z
|
|
110
110
|
.string()
|
|
111
111
|
.optional()
|
|
@@ -251,11 +251,12 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
|
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|
251
251
|
location: hit._source.biz_locations?.[0] ?? undefined,
|
|
252
252
|
};
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253
253
|
});
|
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254
|
-
// Form distribution must reflect the same set as `total`.
|
|
255
|
-
// targeting
|
|
256
|
-
//
|
|
254
|
+
// Form distribution must reflect the same set as `total`.
|
|
255
|
+
// When entity targeting or a forms filter is applied, the EFTS aggregation
|
|
256
|
+
// reflects the pre-filter sample and would disagree with `total`. In either
|
|
257
|
+
// case, recompute from the post-filter `hits` to keep the counts consistent.
|
|
257
258
|
let formDistribution;
|
|
258
|
-
if (entityCik) {
|
|
259
|
+
if (entityCik || input.forms?.length) {
|
|
259
260
|
const dist = {};
|
|
260
261
|
for (const hit of hits) {
|
|
261
262
|
const form = hit._source.form;
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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1
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;
|
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1
|
+
{"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;AAmQjD;;;GAGG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,cAAc,GAAG,SAAS,CAGxE;AAED,kEAAkE;AAClE,wBAAgB,cAAc,IAAI,MAAM,CAAC,MAAM,EAAE,cAAc,CAAC,CAE/D;AAED,wFAAwF;AACxF,MAAM,WAAW,YAAa,SAAQ,cAAc;IAClD,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,wBAAgB,YAAY,IAAI,YAAY,EAAE,CAI7C;AAUD;;;;GAIG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,YAAY,EAAE,CAY5D"}
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@@ -124,6 +124,136 @@ const CONCEPT_MAP = {
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124
124
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unit: 'USD',
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125
125
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label: 'Notes Payable',
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126
126
|
},
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127
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+
// Income statement
|
|
128
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+
cogs: {
|
|
129
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+
group: 'income_statement',
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|
130
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+
tags: ['CostOfGoodsAndServicesSold', 'CostOfRevenue', 'CostOfGoodsSold'],
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|
131
|
+
taxonomy: 'us-gaap',
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|
132
|
+
unit: 'USD',
|
|
133
|
+
label: 'Cost of Goods Sold',
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|
134
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+
},
|
|
135
|
+
rd_expense: {
|
|
136
|
+
group: 'income_statement',
|
|
137
|
+
tags: ['ResearchAndDevelopmentExpense'],
|
|
138
|
+
taxonomy: 'us-gaap',
|
|
139
|
+
unit: 'USD',
|
|
140
|
+
label: 'Research & Development Expense',
|
|
141
|
+
},
|
|
142
|
+
sga_expense: {
|
|
143
|
+
group: 'income_statement',
|
|
144
|
+
tags: ['SellingGeneralAndAdministrativeExpense'],
|
|
145
|
+
taxonomy: 'us-gaap',
|
|
146
|
+
unit: 'USD',
|
|
147
|
+
label: 'Selling, General & Administrative Expense',
|
|
148
|
+
},
|
|
149
|
+
interest_expense: {
|
|
150
|
+
group: 'income_statement',
|
|
151
|
+
tags: ['InterestExpense', 'InterestExpenseDebt'],
|
|
152
|
+
taxonomy: 'us-gaap',
|
|
153
|
+
unit: 'USD',
|
|
154
|
+
label: 'Interest Expense',
|
|
155
|
+
},
|
|
156
|
+
tax_expense: {
|
|
157
|
+
group: 'income_statement',
|
|
158
|
+
tags: ['IncomeTaxExpenseBenefit'],
|
|
159
|
+
taxonomy: 'us-gaap',
|
|
160
|
+
unit: 'USD',
|
|
161
|
+
label: 'Income Tax Expense (Benefit)',
|
|
162
|
+
},
|
|
163
|
+
stock_based_compensation: {
|
|
164
|
+
group: 'income_statement',
|
|
165
|
+
tags: ['ShareBasedCompensation', 'AllocatedShareBasedCompensationExpense'],
|
|
166
|
+
taxonomy: 'us-gaap',
|
|
167
|
+
unit: 'USD',
|
|
168
|
+
label: 'Stock-Based Compensation',
|
|
169
|
+
},
|
|
170
|
+
// Balance sheet
|
|
171
|
+
current_assets: {
|
|
172
|
+
group: 'balance_sheet',
|
|
173
|
+
tags: ['AssetsCurrent'],
|
|
174
|
+
taxonomy: 'us-gaap',
|
|
175
|
+
unit: 'USD',
|
|
176
|
+
label: 'Current Assets',
|
|
177
|
+
},
|
|
178
|
+
current_liabilities: {
|
|
179
|
+
group: 'balance_sheet',
|
|
180
|
+
tags: ['LiabilitiesCurrent'],
|
|
181
|
+
taxonomy: 'us-gaap',
|
|
182
|
+
unit: 'USD',
|
|
183
|
+
label: 'Current Liabilities',
|
|
184
|
+
},
|
|
185
|
+
inventory: {
|
|
186
|
+
group: 'balance_sheet',
|
|
187
|
+
tags: ['InventoryNet', 'InventoryGross'],
|
|
188
|
+
taxonomy: 'us-gaap',
|
|
189
|
+
unit: 'USD',
|
|
190
|
+
label: 'Inventory',
|
|
191
|
+
},
|
|
192
|
+
accounts_receivable: {
|
|
193
|
+
group: 'balance_sheet',
|
|
194
|
+
tags: [
|
|
195
|
+
'AccountsReceivableNetCurrent',
|
|
196
|
+
'ReceivablesNetCurrent',
|
|
197
|
+
'AccountsReceivableGrossCurrent',
|
|
198
|
+
],
|
|
199
|
+
taxonomy: 'us-gaap',
|
|
200
|
+
unit: 'USD',
|
|
201
|
+
label: 'Accounts Receivable (Net)',
|
|
202
|
+
},
|
|
203
|
+
accounts_payable: {
|
|
204
|
+
group: 'balance_sheet',
|
|
205
|
+
tags: ['AccountsPayableCurrent'],
|
|
206
|
+
taxonomy: 'us-gaap',
|
|
207
|
+
unit: 'USD',
|
|
208
|
+
label: 'Accounts Payable',
|
|
209
|
+
},
|
|
210
|
+
goodwill: {
|
|
211
|
+
group: 'balance_sheet',
|
|
212
|
+
tags: ['Goodwill'],
|
|
213
|
+
taxonomy: 'us-gaap',
|
|
214
|
+
unit: 'USD',
|
|
215
|
+
label: 'Goodwill',
|
|
216
|
+
},
|
|
217
|
+
intangible_assets: {
|
|
218
|
+
group: 'balance_sheet',
|
|
219
|
+
tags: ['FiniteLivedIntangibleAssetsNet', 'IntangibleAssetsNetExcludingGoodwill'],
|
|
220
|
+
taxonomy: 'us-gaap',
|
|
221
|
+
unit: 'USD',
|
|
222
|
+
label: 'Intangible Assets (Net)',
|
|
223
|
+
},
|
|
224
|
+
// Cash flow
|
|
225
|
+
dividends_paid: {
|
|
226
|
+
group: 'cash_flow',
|
|
227
|
+
tags: ['PaymentsOfDividends', 'PaymentsOfDividendsCommonStock'],
|
|
228
|
+
taxonomy: 'us-gaap',
|
|
229
|
+
unit: 'USD',
|
|
230
|
+
label: 'Dividends Paid',
|
|
231
|
+
},
|
|
232
|
+
share_repurchases: {
|
|
233
|
+
group: 'cash_flow',
|
|
234
|
+
tags: [
|
|
235
|
+
'PaymentsForRepurchaseOfCommonStock',
|
|
236
|
+
'PaymentsForRepurchaseOfEquity',
|
|
237
|
+
'StockRepurchasedAndRetiredDuringPeriodValue',
|
|
238
|
+
],
|
|
239
|
+
taxonomy: 'us-gaap',
|
|
240
|
+
unit: 'USD',
|
|
241
|
+
label: 'Share Repurchases',
|
|
242
|
+
},
|
|
243
|
+
investing_cash_flow: {
|
|
244
|
+
group: 'cash_flow',
|
|
245
|
+
tags: ['NetCashProvidedByUsedInInvestingActivities'],
|
|
246
|
+
taxonomy: 'us-gaap',
|
|
247
|
+
unit: 'USD',
|
|
248
|
+
label: 'Investing Cash Flow',
|
|
249
|
+
},
|
|
250
|
+
financing_cash_flow: {
|
|
251
|
+
group: 'cash_flow',
|
|
252
|
+
tags: ['NetCashProvidedByUsedInFinancingActivities'],
|
|
253
|
+
taxonomy: 'us-gaap',
|
|
254
|
+
unit: 'USD',
|
|
255
|
+
label: 'Financing Cash Flow',
|
|
256
|
+
},
|
|
127
257
|
};
|
|
128
258
|
/**
|
|
129
259
|
* Resolve a concept input to its mapping. Accepts friendly names or raw XBRL tags.
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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|
|
1
|
+
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@@ -58,6 +58,13 @@ declare class EdgarApiService {
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58
58
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* Fetch a filing document, returning `null` when the archive path exists but this document does not.
|
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59
59
|
*/
|
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60
60
|
tryGetFilingDocument(cik: string, accessionNumber: string, document: string): Promise<string | null>;
|
|
61
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+
/**
|
|
62
|
+
* Fetch all XBRL facts for a company. Returns `null` on 404.
|
|
63
|
+
* Used on the no-data error path to surface which namespaces and tags a filer actually uses.
|
|
64
|
+
*/
|
|
65
|
+
tryGetCompanyFacts(cik: string): Promise<{
|
|
66
|
+
facts: Record<string, Record<string, unknown>>;
|
|
67
|
+
} | null>;
|
|
61
68
|
/** Fetch XBRL data for a concept. Returns `null` if the company does not report this tag. */
|
|
62
69
|
tryGetCompanyConcept(cik: string, taxonomy: string, tag: string): Promise<CompanyConceptResponse | null>;
|
|
63
70
|
/** Fetch cross-company frame data. Returns `null` if no companies report this combination. */
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|
@@ -1 +1 @@
|
|
|
1
|
-
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|
|
1
|
+
{"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;;;OAGG;IACH,kBAAkB,CAChB,GAAG,EAAE,MAAM,GACV,OAAO,CAAC;QAAE,KAAK,EAAE,MAAM,CAAC,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,OAAO,CAAC,CAAC,CAAA;KAAE,GAAG,IAAI,CAAC;IAOrE,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;CAwB9B;AAED;;;;;;;;;;;;;;;;;;GAkBG;AACH,wBAAgB,mBAAmB,CAAC,CAAC,EAAE,QAAQ,EAAE,CAAC,EAAE,QAAQ,GAAG,QAAQ,CAOtE;AASD,wBAAgB,mBAAmB,IAAI,IAAI,CAE1C;AAED,wBAAgB,kBAAkB,IAAI,eAAe,CAIpD"}
|
|
@@ -174,6 +174,14 @@ class EdgarApiService {
|
|
|
174
174
|
const noDashes = accessionNumber.replace(/-/g, '');
|
|
175
175
|
return this.tryFetchText(`https://www.sec.gov/Archives/edgar/data/${padded}/${noDashes}/${document}`);
|
|
176
176
|
}
|
|
177
|
+
/**
|
|
178
|
+
* Fetch all XBRL facts for a company. Returns `null` on 404.
|
|
179
|
+
* Used on the no-data error path to surface which namespaces and tags a filer actually uses.
|
|
180
|
+
*/
|
|
181
|
+
tryGetCompanyFacts(cik) {
|
|
182
|
+
const padded = cik.padStart(10, '0');
|
|
183
|
+
return this.tryFetchJson(`https://data.sec.gov/api/xbrl/companyfacts/CIK${padded}.json`);
|
|
184
|
+
}
|
|
177
185
|
/** Fetch XBRL data for a concept. Returns `null` if the company does not report this tag. */
|
|
178
186
|
tryGetCompanyConcept(cik, taxonomy, tag) {
|
|
179
187
|
const padded = cik.padStart(10, '0');
|
|
@@ -1 +1 @@
|
|
|
1
|
-
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AC;CACF;AAED;;;;;;;;;;;;;;;;;;GAkBG;AACH,MAAM,UAAU,mBAAmB,CAAC,CAAW,EAAE,CAAW;IAC1D,IAAI,CAAC,CAAC,CAAC,MAAM;QAAE,OAAO,CAAC,CAAC;IACxB,IAAI,CAAC,CAAC,CAAC,MAAM;QAAE,OAAO,CAAC,CAAC;IACxB,MAAM,OAAO,GAAG,CAAC,CAAC,MAAM,CAAC,QAAQ,CAAC,GAAG,CAAC,CAAC;IACvC,MAAM,OAAO,GAAG,CAAC,CAAC,MAAM,CAAC,QAAQ,CAAC,GAAG,CAAC,CAAC;IACvC,IAAI,OAAO,KAAK,OAAO;QAAE,OAAO,OAAO,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC,CAAC;IAChD,OAAO,CAAC,CAAC;AACX,CAAC;AAED,SAAS,KAAK,CAAC,EAAU;IACvB,OAAO,IAAI,OAAO,CAAC,CAAC,OAAO,EAAE,EAAE,CAAC,UAAU,CAAC,OAAO,EAAE,EAAE,CAAC,CAAC,CAAC;AAC3D,CAAC;AAED,wBAAwB;AACxB,IAAI,QAAqC,CAAC;AAE1C,MAAM,UAAU,mBAAmB;IACjC,QAAQ,GAAG,IAAI,eAAe,EAAE,CAAC;AACnC,CAAC;AAED,MAAM,UAAU,kBAAkB;IAChC,IAAI,CAAC,QAAQ;QACX,MAAM,IAAI,KAAK,CAAC,yEAAyE,CAAC,CAAC;IAC7F,OAAO,QAAQ,CAAC;AAClB,CAAC"}
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@cyanheads/secedgar-mcp-server",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.6.1",
|
|
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",
|
|
@@ -77,8 +77,8 @@
|
|
|
77
77
|
"access": "public"
|
|
78
78
|
},
|
|
79
79
|
"dependencies": {
|
|
80
|
-
"@cyanheads/mcp-ts-core": "^0.9.
|
|
81
|
-
"@duckdb/node-api": "^1.5.3-r.
|
|
80
|
+
"@cyanheads/mcp-ts-core": "^0.9.9",
|
|
81
|
+
"@duckdb/node-api": "^1.5.3-r.2",
|
|
82
82
|
"html-to-text": "^10.0.0",
|
|
83
83
|
"pino-pretty": "^13.1.3",
|
|
84
84
|
"zod": "^4.4.3"
|
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.
|
|
9
|
+
"version": "0.6.1",
|
|
10
10
|
"remotes": [
|
|
11
11
|
{
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|
12
12
|
"type": "streamable-http",
|
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@@ -19,7 +19,7 @@
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|
|
19
19
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
20
20
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
21
21
|
"runtimeHint": "bun",
|
|
22
|
-
"version": "0.
|
|
22
|
+
"version": "0.6.1",
|
|
23
23
|
"environmentVariables": [
|
|
24
24
|
{
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|
25
25
|
"name": "EDGAR_USER_AGENT",
|
|
@@ -44,7 +44,7 @@
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|
|
44
44
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
45
45
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
46
46
|
"runtimeHint": "bun",
|
|
47
|
-
"version": "0.
|
|
47
|
+
"version": "0.6.1",
|
|
48
48
|
"environmentVariables": [
|
|
49
49
|
{
|
|
50
50
|
"name": "EDGAR_USER_AGENT",
|