npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.7.0 → 0.7.2 - Mend

@cyanheads/secedgar-mcp-server 0.7.0 → 0.7.2

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.

Files changed (39) hide show

package/README.md CHANGED Viewed

@@ -279,6 +279,10 @@ All configuration is validated at startup via Zod schemas in `src/config/server-
 | `EDGAR_TICKER_CACHE_TTL` | Seconds to cache the company tickers lookup file. | `3600` |
 | `EDGAR_DATASET_TTL_SECONDS` | Per-table TTL for canvas-registered dataframes. Sliding window touched on every dataframe op. | `86400` |
 | `EDGAR_DATAFRAME_DROP_ENABLED` | Set to `true` to expose `secedgar_dataframe_drop` — the only destructive tool on this server. Off by default; TTL handles cleanup. | `false` |
+| `EDGAR_MIRROR_ENABLED` | Enable the local SQLite mirror of `company_tickers` + XBRL company-facts so CIK resolution and financials read from disk instead of the live API. Node/Bun only (skipped on Workers). Bootstrap once with `bun run mirror:init`. | `false` |
+| `EDGAR_MIRROR_PATH` | Directory holding the mirror SQLite databases. | `./data/edgar-mirror` |
+| `EDGAR_MIRROR_REFRESH_CRON` | Cron for the in-process nightly refresh (HTTP transport only). Recommended `0 9 * * *`. Omit to refresh out-of-band via `bun run mirror:refresh`. | — |
+| `EDGAR_MIRROR_FALLBACK_LIVE` | When the mirror misses (not yet synced, or a filing newer than the last refresh), fall back to the live SEC API. Set `false` for strict mirror-only reads. | `true` |
 | `CANVAS_PROVIDER_TYPE` | Canvas engine. Defaults to `duckdb`; set to `none` to disable the canvas (e.g. when running on Cloudflare Workers, where DuckDB has no V8-isolate build). | `duckdb` |
 | `MCP_TRANSPORT_TYPE` | Transport: `stdio` or `http` | `stdio` |
 | `MCP_HTTP_PORT` | HTTP server port | `3010` |

package/dist/config/server-config.d.ts CHANGED Viewed

@@ -9,6 +9,10 @@ declare const ServerConfigSchema: z.ZodObject<{
     tickerCacheTtl: z.ZodDefault<z.ZodCoercedNumber<unknown>>;
     datasetTtlSeconds: z.ZodDefault<z.ZodCoercedNumber<unknown>>;
     dataframeDropEnabled: z.ZodPipe<z.ZodOptional<z.ZodString>, z.ZodTransform<boolean, string | undefined>>;
+    mirrorEnabled: z.ZodPipe<z.ZodOptional<z.ZodString>, z.ZodTransform<boolean, string | undefined>>;
+    mirrorPath: z.ZodDefault<z.ZodString>;
+    mirrorRefreshCron: z.ZodOptional<z.ZodString>;
+    mirrorFallbackLive: z.ZodPipe<z.ZodOptional<z.ZodString>, z.ZodTransform<boolean, string | undefined>>;
 }, z.core.$strip>;
 export type ServerConfig = z.infer<typeof ServerConfigSchema>;
 export declare function getServerConfig(): ServerConfig;

package/dist/config/server-config.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/config/server-config.js CHANGED Viewed

@@ -31,6 +31,24 @@ const ServerConfigSchema = z.object({
         .optional()
         .transform((v) => v === 'true' || v === '1')
         .describe('Set to "true" to expose secedgar_dataframe_drop. Off by default — the canvas already drops tables on the per-table TTL, and a write surface against the shared canvas is the only destructive tool on this server.'),
+    mirrorEnabled: z
+        .string()
+        .optional()
+        .transform((v) => v === 'true' || v === '1')
+        .describe('Set to "true" to enable the local SQLite mirror of company_tickers + XBRL company-facts. Off by default — when off, every CIK resolution and financials lookup hits the live SEC API. Node/Bun only; ignored on Cloudflare Workers (no SQLite/filesystem).'),
+    mirrorPath: z
+        .string()
+        .default('./data/edgar-mirror')
+        .describe('Directory holding the mirror SQLite databases (tickers.sqlite + companyfacts.sqlite). Created if absent.'),
+    mirrorRefreshCron: z
+        .string()
+        .optional()
+        .describe('Cron expression for the in-process nightly refresh (HTTP transport only). Omit to disable scheduled refresh and run `bun run mirror:refresh` out-of-band instead. Recommended "0 9 * * *" (≈04:00–05:00 ET, after SEC rebuilds the bulk files ~03:00 ET).'),
+    mirrorFallbackLive: z
+        .string()
+        .optional()
+        .transform((v) => v !== 'false' && v !== '0')
+        .describe('When the mirror is enabled but a lookup misses (company/concept not yet synced, or a filing newer than the last refresh), fall back to the live SEC API. Default true. Set "false" for strict mirror-only reads.'),
 });
 let _config;
 export function getServerConfig() {
@@ -40,6 +58,10 @@ export function getServerConfig() {
         tickerCacheTtl: process.env.EDGAR_TICKER_CACHE_TTL,
         datasetTtlSeconds: process.env.EDGAR_DATASET_TTL_SECONDS,
         dataframeDropEnabled: process.env.EDGAR_DATAFRAME_DROP_ENABLED,
+        mirrorEnabled: process.env.EDGAR_MIRROR_ENABLED,
+        mirrorPath: process.env.EDGAR_MIRROR_PATH,
+        mirrorRefreshCron: process.env.EDGAR_MIRROR_REFRESH_CRON,
+        mirrorFallbackLive: process.env.EDGAR_MIRROR_FALLBACK_LIVE,
     });
     return _config;
 }

package/dist/config/server-config.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/index.js CHANGED Viewed

@@ -4,6 +4,7 @@
  * @module index
  */
 import { createApp } from '@cyanheads/mcp-ts-core';
+import { requestContextService, runtimeCaps, schedulerService } from '@cyanheads/mcp-ts-core/utils';
 import { getServerConfig } from './config/server-config.js';
 import { companyAnalysisPrompt } from './mcp-server/prompts/definitions/company-analysis.prompt.js';
 import { conceptsResource } from './mcp-server/resources/definitions/concepts.resource.js';
@@ -21,6 +22,7 @@ import { searchConceptsTool } from './mcp-server/tools/definitions/search-concep
 import { searchFilingsTool } from './mcp-server/tools/definitions/search-filings.tool.js';
 import { initCanvasBridge } from './services/canvas-bridge/canvas-bridge.js';
 import { initEdgarApiService } from './services/edgar/edgar-api-service.js';
+import { initEdgarMirror } from './services/edgar/mirror/index.js';
 // DuckDB is the only canvas engine we support and ships as a direct dep, so
 // enable the canvas by default. Set CANVAS_PROVIDER_TYPE=none explicitly to
 // turn it off (e.g. on Cloudflare Workers, where DuckDB has no V8-isolate
@@ -47,9 +49,43 @@ await createApp({
     resources: [conceptsResource, filingTypesResource],
     prompts: [companyAnalysisPrompt],
     instructions: 'Use the secedgar_* tools to query SEC EDGAR — US public-company filings since 1993 plus historical XBRL financials. Resolve companies with secedgar_company_search (accepts ticker, name, or CIK), fetch document text with secedgar_get_filing by accession number, and run full-text search across all filings with secedgar_search_filings (supports boolean operators and inline ticker:AAPL / cik:320193 targeting). For financials, secedgar_get_financials and secedgar_fetch_frames accept friendly names like "revenue" or "eps_diluted" (discover them with secedgar_search_concepts) or raw XBRL tags. Data-returning tools also materialize their full upstream response as a df_<id> handle for downstream SQL via secedgar_dataframe_query — list dataframes with secedgar_dataframe_describe.',
-    setup(core) {
+    async setup(core) {
         initEdgarApiService();
         initCanvasBridge(core.canvas);
+        // Optional local mirror of company_tickers + XBRL company-facts. Needs SQLite
+        // and a persistent filesystem, so it is Node/Bun only — skipped on Cloudflare
+        // Workers, where the live SEC API stays the only path.
+        const cfg = getServerConfig();
+        if (cfg.mirrorEnabled && runtimeCaps.isNode && !runtimeCaps.isWorkerLike) {
+            const mirror = initEdgarMirror({ dir: cfg.mirrorPath, userAgent: cfg.userAgent });
+            // In-process nightly refresh, HTTP transport only. Under stdio, operators run
+            // `bun run mirror:refresh` out-of-band; the full init always runs out-of-band.
+            const transport = core.config?.mcpTransportType ?? 'stdio';
+            if (cfg.mirrorRefreshCron && transport === 'http') {
+                const bootCtx = requestContextService.createRequestContext({
+                    operation: 'edgar-mirror-refresh-init',
+                });
+                core.logger.info('Scheduling EDGAR mirror refresh', {
+                    ...bootCtx,
+                    cron: cfg.mirrorRefreshCron,
+                });
+                await schedulerService.schedule('edgar-mirror-refresh', cfg.mirrorRefreshCron, async (jobCtx) => {
+                    try {
+                        const result = await mirror.runRefresh({
+                            signal: AbortSignal.timeout(6 * 60 * 60_000),
+                        });
+                        core.logger.info('EDGAR mirror refresh complete', { ...jobCtx, ...result });
+                    }
+                    catch (err) {
+                        core.logger.error('EDGAR mirror refresh failed', {
+                            ...jobCtx,
+                            error: err instanceof Error ? err.message : String(err),
+                        });
+                    }
+                }, 'Refresh the EDGAR mirror (company_tickers + XBRL company-facts) from the SEC bulk files.');
+                schedulerService.start('edgar-mirror-refresh');
+            }
+        }
     },
 });
 //# sourceMappingURL=index.js.map

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package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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1	+ {"version":3,"file":"fetch-frames.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/fetch-frames.tool.ts"],"names":[],"mappings":"AAAA;;;;;;;;GAQG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AA6BjE,eAAO,MAAM,eAAe;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cAgS1B,CAAC"}

package/dist/mcp-server/tools/definitions/fetch-frames.tool.js CHANGED Viewed

@@ -56,9 +56,11 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
     input: z.object({
         concept: z
             .string()
+            .min(1)
             .describe('Financial concept — same friendly names as secedgar_get_financials (e.g., "revenue", "assets", "eps_basic") or raw XBRL tag.'),
         period: z
             .string()
+            .min(1)
             .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'])

package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map CHANGED Viewed

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

	@@ -1 +1 @@
1	- {"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAMjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~cAkZ5B~~,CAAC"}
1	+ {"version":3,"file":"get-financials.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-financials.tool.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;AAMjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cAoZ5B,CAAC"}

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

@@ -46,9 +46,11 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
     input: z.object({
         company: z
             .string()
+            .min(1)
             .describe('Ticker symbol (e.g., "AAPL") or CIK number. Ticker is preferred.'),
         concept: z
             .string()
+            .min(1)
             .describe('Financial concept — friendly name (e.g., "revenue", "net_income", "assets", "eps_diluted") or raw XBRL tag (e.g., "AccountsPayableCurrent"). Friendly names auto-resolve to the correct XBRL tags and handle historical tag changes.'),
         taxonomy: z
             .enum(['us-gaap', 'ifrs-full', 'dei'])

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

	@@ -1 +1 @@
1	- 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package/dist/services/edgar/edgar-api-service.d.ts CHANGED Viewed

@@ -75,10 +75,28 @@ declare class EdgarApiService {
     tryGetCompanyFacts(cik: string): Promise<{
         facts: Record<string, Record<string, unknown>>;
     } | null>;
-    /** Fetch XBRL data for a concept. Returns `null` if the company does not report this tag. */
+    /**
+     * Fetch XBRL data for a concept. Returns `null` if the company does not report this tag.
+     * Served from the local mirror when enabled and synced; the live API is the
+     * fallback (and covers filings newer than the last refresh when `mirrorFallbackLive`).
+     */
     tryGetCompanyConcept(cik: string, taxonomy: string, tag: string): Promise<CompanyConceptResponse | null>;
-    /** Fetch cross-company frame data. Returns `null` if no companies report this combination. */
+    /**
+     * Fetch cross-company frame data. Returns `null` if no companies report this combination.
+     * Served from the local mirror when enabled and synced (assembled from the
+     * company-facts store); the live API is the fallback.
+     */
     tryGetFrames(taxonomy: string, tag: string, unit: string, period: string): Promise<FramesResponse | null>;
+    /**
+     * Route a company-facts query through the local mirror when ready, with live-API
+     * fallback. Three paths:
+     * - Mirror ready + hit → return mirror result
+     * - Mirror ready + miss + fallbackLive → fall through to live()
+     * - Mirror ready + miss + strict → return null
+     * - Mirror not ready + strict → throw ServiceUnavailable
+     * - No mirror → fall through to live()
+     */
+    private mirrorOrLive;
     /**
      * Rate-limited fetch with retry/backoff. Returns the response on 2xx or 404;
      * throws a status-classified `McpError` on other non-OK statuses after retries are exhausted.
@@ -90,7 +108,14 @@ declare class EdgarApiService {
      */
     private throttle;
     private getTickerCache;
+    /**
+     * Load the ticker index, preferring the local mirror when enabled and synced.
+     * The live directory is the cold-start / not-ready fallback (and the only path
+     * when the mirror is off).
+     */
     private loadTickerCache;
+    /** Build the in-memory CIK index from normalized entries (live JSON or mirror rows). */
+    private buildTickerCache;
 }
 /**
  * Pick the better of two ticker entries sharing a CIK. SEC's

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

	@@ -1 +1 @@
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package/dist/services/edgar/edgar-api-service.js CHANGED Viewed

@@ -7,6 +7,7 @@
 import { notFound, serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
 import { httpErrorFromResponse } from '@cyanheads/mcp-ts-core/utils';
 import { getServerConfig } from '../../config/server-config.js';
+import { getEdgarMirror } from '../../services/edgar/mirror/index.js';
 import { parseFilingHeaders } from './filing-headers.js';
 const MAX_RETRIES = 3;
 const BASE_BACKOFF_MS = 1000;
@@ -202,14 +203,47 @@ class EdgarApiService {
         const padded = cik.padStart(10, '0');
         return this.tryFetchJson(`https://data.sec.gov/api/xbrl/companyfacts/CIK${padded}.json`);
     }
-    /** Fetch XBRL data for a concept. Returns `null` if the company does not report this tag. */
+    /**
+     * Fetch XBRL data for a concept. Returns `null` if the company does not report this tag.
+     * Served from the local mirror when enabled and synced; the live API is the
+     * fallback (and covers filings newer than the last refresh when `mirrorFallbackLive`).
+     */
     tryGetCompanyConcept(cik, taxonomy, tag) {
         const padded = cik.padStart(10, '0');
-        return this.tryFetchJson(`https://data.sec.gov/api/xbrl/companyconcept/CIK${padded}/${taxonomy}/${tag}.json`);
+        return this.mirrorOrLive((m) => m.getCompanyConcept(cik, taxonomy, tag), () => this.tryFetchJson(`https://data.sec.gov/api/xbrl/companyconcept/CIK${padded}/${taxonomy}/${tag}.json`));
     }
-    /** Fetch cross-company frame data. Returns `null` if no companies report this combination. */
+    /**
+     * Fetch cross-company frame data. Returns `null` if no companies report this combination.
+     * Served from the local mirror when enabled and synced (assembled from the
+     * company-facts store); the live API is the fallback.
+     */
     tryGetFrames(taxonomy, tag, unit, period) {
-        return this.tryFetchJson(`https://data.sec.gov/api/xbrl/frames/${taxonomy}/${tag}/${unit}/${period}.json`);
+        return this.mirrorOrLive((m) => m.getFrames(taxonomy, tag, unit, period), () => this.tryFetchJson(`https://data.sec.gov/api/xbrl/frames/${taxonomy}/${tag}/${unit}/${period}.json`));
+    }
+    /**
+     * Route a company-facts query through the local mirror when ready, with live-API
+     * fallback. Three paths:
+     * - Mirror ready + hit → return mirror result
+     * - Mirror ready + miss + fallbackLive → fall through to live()
+     * - Mirror ready + miss + strict → return null
+     * - Mirror not ready + strict → throw ServiceUnavailable
+     * - No mirror → fall through to live()
+     */
+    async mirrorOrLive(mirrorRead, live) {
+        const mirror = getEdgarMirror();
+        if (mirror) {
+            if (await mirror.companyFactsReady()) {
+                const hit = await mirrorRead(mirror);
+                if (hit != null)
+                    return hit;
+                if (!getServerConfig().mirrorFallbackLive)
+                    return null;
+            }
+            else if (!getServerConfig().mirrorFallbackLive) {
+                throw serviceUnavailable('EDGAR mirror enabled but the company-facts layer is not synced; run `bun run mirror:init`', { layer: 'companyfacts' });
+            }
+        }
+        return live();
     }
     // --- Internals ---
     /**
@@ -271,17 +305,35 @@ class EdgarApiService {
         });
         return this.tickerCacheLoad;
     }
+    /**
+     * Load the ticker index, preferring the local mirror when enabled and synced.
+     * The live directory is the cold-start / not-ready fallback (and the only path
+     * when the mirror is off).
+     */
     async loadTickerCache() {
+        const mirror = getEdgarMirror();
+        if (mirror && (await mirror.tickersReady())) {
+            const rows = await mirror.getTickerRows();
+            if (rows.length > 0)
+                return this.buildTickerCache(rows);
+        }
+        else if (mirror && !getServerConfig().mirrorFallbackLive) {
+            throw serviceUnavailable('EDGAR mirror enabled but the ticker layer is not synced; run `bun run mirror:init`', { layer: 'tickers' });
+        }
         const raw = await this.fetchJson('https://www.sec.gov/files/company_tickers.json');
+        return this.buildTickerCache(Object.values(raw).map((entry) => ({
+            cik: String(entry.cik_str).padStart(10, '0'),
+            name: entry.title,
+            ticker: entry.ticker,
+        })));
+    }
+    /** Build the in-memory CIK index from normalized entries (live JSON or mirror rows). */
+    buildTickerCache(entries) {
         const byTicker = new Map();
         const byCik = new Map();
         const allEntries = [];
-        for (const entry of Object.values(raw)) {
-            const match = {
-                cik: String(entry.cik_str).padStart(10, '0'),
-                name: entry.title,
-                ticker: entry.ticker,
-            };
+        for (const entry of entries) {
+            const match = { cik: entry.cik, name: entry.name, ticker: entry.ticker };
             byTicker.set(entry.ticker.toUpperCase(), match);
             const existing = byCik.get(match.cik);
             byCik.set(match.cik, existing ? pickPreferredTicker(existing, match) : match);

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

	@@ -1 +1 @@
1	- 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package/dist/services/edgar/mirror/companyfacts-sync.d.ts ADDED Viewed

@@ -0,0 +1,34 @@
+/**
+ * @fileoverview Ingester for the XBRL company-facts layer. Streams SEC's
+ * `companyfacts.zip` (~1.3 GB) through fflate, parsing each `CIK*.json` entry
+ * into one row per (cik, taxonomy, tag) with the concept's `units` map stored as
+ * a JSON blob. Bounded memory: one entry is buffered at a time and rows drain to
+ * the framework in batched pages. Upsert-only — a company dropped from the bulk
+ * archive lingers (low-harm; re-upserted whenever it reappears).
+ * @module services/edgar/mirror/companyfacts-sync
+ */
+import type { MirrorLogger, MirrorRow, SyncGenerator } from '@cyanheads/mcp-ts-core/mirror';
+/** Shape of one `CIK*.json` entry inside companyfacts.zip. */
+export interface CompanyFactsFile {
+    cik?: number;
+    entityName?: string;
+    facts?: Record<string, Record<string, {
+        label?: string;
+        description?: string;
+        units?: Record<string, unknown[]>;
+    }>>;
+}
+/** Expand one company's `facts` into per-(taxonomy, tag) rows. Exported for tests. */
+export declare function fileToRows(json: CompanyFactsFile): MirrorRow[];
+/**
+ * Build the company-facts ingester. On `refresh`, a HEAD check short-circuits
+ * when the archive has not been rebuilt since the stored checkpoint. The bulk
+ * archive is a full nightly snapshot, so a sync re-streams it whole and relies
+ * on idempotent upserts; the framework persists each page transactionally, so an
+ * interrupted run is crash-safe (a resume re-applies harmlessly).
+ */
+export declare function makeCompanyFactsSync(opts: {
+    userAgent: string;
+    log?: MirrorLogger;
+}): SyncGenerator;
+//# sourceMappingURL=companyfacts-sync.d.ts.map

package/dist/services/edgar/mirror/companyfacts-sync.d.ts.map ADDED Viewed

@@ -0,0 +1 @@

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