@cyanheads/secedgar-mcp-server 0.7.1 → 0.7.2

package/README.md

@@ -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

@@ -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

@@ -1 +1 @@
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+{"version":3,"file":"server-config.d.ts","sourceRoot":"","sources":["../../src/config/server-config.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAE3C,QAAA,MAAM,kBAAkB;;;;;;;;;;iBA0DtB,CAAC;AAEH,MAAM,MAAM,YAAY,GAAG,CAAC,CAAC,KAAK,CAAC,OAAO,kBAAkB,CAAC,CAAC;AAI9D,wBAAgB,eAAe,IAAI,YAAY,CAa9C"}

package/dist/config/server-config.js

@@ -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

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

@@ -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

package/dist/index.js.map

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

@@ -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

@@ -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;AAMH,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;;;;OAIG;IACG,sBAAsB,CAC1B,GAAG,EAAE,MAAM,EACX,SAAS,EAAE,MAAM,EAAE,EACnB,KAAK,EAAE,MAAM,GACZ,OAAO,CAAC,KAAK,CAAC;QAAE,eAAe,EAAE,MAAM,CAAC;QAAC,UAAU,EAAE,MAAM,CAAC;QAAC,eAAe,EAAE,MAAM,CAAA;KAAE,CAAC,CAAC;IAsB3F;;;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;;;;OAIG;IACH,oBAAoB,CAClB,GAAG,EAAE,MAAM,EACX,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,GACV,OAAO,CAAC,sBAAsB,GAAG,IAAI,CAAC;IAWzC;;;;OAIG;IACH,YAAY,CACV,QAAQ,EAAE,MAAM,EAChB,GAAG,EAAE,MAAM,EACX,IAAI,EAAE,MAAM,EACZ,MAAM,EAAE,MAAM,GACb,OAAO,CAAC,cAAc,GAAG,IAAI,CAAC;IAUjC;;;;;;;;OAQG;YACW,YAAY;IAsB1B;;;OAGG;YACW,QAAQ;IA4BtB;;;OAGG;IACH,OAAO,CAAC,QAAQ;YAcF,cAAc;IAiB5B;;;;OAIG;YACW,eAAe;IAwB7B,wFAAwF;IACxF,OAAO,CAAC,gBAAgB;CAkBzB;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"}

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

@@ -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

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

@@ -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

@@ -0,0 +1 @@
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package/dist/services/edgar/mirror/companyfacts-sync.js

@@ -0,0 +1,157 @@
+/**
+ * @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 { serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
+import { Unzip, UnzipInflate } from 'fflate';
+import { COMPANY_FACTS_ZIP_URL, lastModifiedToIso } from './types.js';
+/** Rows drained to the framework per page (one transaction each). */
+const BATCH_ROWS = 2000;
+const EMPTY = new Uint8Array(0);
+/** Expand one company's `facts` into per-(taxonomy, tag) rows. Exported for tests. */
+export function fileToRows(json) {
+    const rows = [];
+    if (typeof json.cik !== 'number' || !json.facts)
+        return rows;
+    const cik = String(json.cik).padStart(10, '0');
+    const entityName = json.entityName ?? '';
+    for (const [taxonomy, tags] of Object.entries(json.facts)) {
+        for (const [tag, concept] of Object.entries(tags)) {
+            if (!concept?.units)
+                continue;
+            rows.push({
+                id: `${cik}|${taxonomy}|${tag}`,
+                cik,
+                taxonomy,
+                tag,
+                entity_name: entityName,
+                label: concept.label ?? tag,
+                description: concept.description ?? null,
+                units_json: JSON.stringify(concept.units),
+            });
+        }
+    }
+    return rows;
+}
+/** HEAD the bulk archive for its `Last-Modified`, normalized to ISO. Best-effort. */
+async function headLastModifiedIso(userAgent, signal) {
+    try {
+        const res = await fetch(COMPANY_FACTS_ZIP_URL, {
+            method: 'HEAD',
+            headers: { 'User-Agent': userAgent },
+            signal,
+        });
+        const lm = res.headers.get('last-modified');
+        return lm ? lastModifiedToIso(lm) : undefined;
+    }
+    catch {
+        return;
+    }
+}
+/**
+ * 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 function makeCompanyFactsSync(opts) {
+    return async function* companyFactsSync(ctx) {
+        const lastModified = await headLastModifiedIso(opts.userAgent, ctx.signal);
+        if (ctx.mode === 'refresh' &&
+            ctx.checkpoint &&
+            lastModified &&
+            lastModified <= ctx.checkpoint) {
+            opts.log?.info?.('companyfacts.zip unchanged since last sync; skipping', {
+                checkpoint: ctx.checkpoint,
+            });
+            return;
+        }
+        const response = await fetch(COMPANY_FACTS_ZIP_URL, {
+            headers: { 'User-Agent': opts.userAgent },
+            signal: ctx.signal,
+        });
+        if (!response.ok || !response.body) {
+            throw serviceUnavailable(`SEC companyfacts.zip download failed (HTTP ${response.status})`, {
+                url: COMPANY_FACTS_ZIP_URL,
+                status: response.status,
+            });
+        }
+        const checkpoint = lastModifiedToIso(response.headers.get('last-modified')) || lastModified;
+        const pending = [];
+        let completedFiles = 0;
+        let skipped = 0;
+        let streamError;
+        const unzip = new Unzip();
+        unzip.register(UnzipInflate);
+        unzip.onfile = (file) => {
+            const isCik = /CIK\d+\.json$/i.test(file.name);
+            const chunks = [];
+            file.ondata = (err, chunk, final) => {
+                if (err) {
+                    streamError ??= err;
+                    return;
+                }
+                if (!isCik)
+                    return;
+                if (chunk?.length)
+                    chunks.push(chunk);
+                if (!final)
+                    return;
+                try {
+                    const json = JSON.parse(Buffer.concat(chunks).toString('utf8'));
+                    const rows = fileToRows(json);
+                    if (rows.length)
+                        pending.push(...rows);
+                }
+                catch {
+                    skipped += 1;
+                    opts.log?.warning?.('Skipping unparseable companyfacts entry', { name: file.name });
+                }
+                completedFiles += 1;
+                chunks.length = 0;
+            };
+            file.start();
+        };
+        const reader = response.body.getReader();
+        try {
+            for (;;) {
+                if (ctx.signal.aborted) {
+                    throw ctx.signal.reason instanceof Error
+                        ? ctx.signal.reason
+                        : new Error('companyfacts sync aborted');
+                }
+                const { done, value } = await reader.read();
+                if (done)
+                    break;
+                unzip.push(value, false);
+                if (streamError)
+                    throw streamError;
+                while (pending.length >= BATCH_ROWS) {
+                    yield {
+                        records: pending.splice(0, BATCH_ROWS),
+                        cursor: String(completedFiles),
+                        checkpoint,
+                    };
+                }
+            }
+            unzip.push(EMPTY, true);
+            if (streamError)
+                throw streamError;
+        }
+        finally {
+            reader.releaseLock();
+        }
+        if (skipped > 0)
+            opts.log?.notice?.('companyfacts sync complete with skips', { completedFiles, skipped });
+        while (pending.length) {
+            yield { records: pending.splice(0, BATCH_ROWS), cursor: String(completedFiles), checkpoint };
+        }
+    };
+}
+//# sourceMappingURL=companyfacts-sync.js.map

package/dist/services/edgar/mirror/companyfacts-sync.js.map

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package/dist/services/edgar/mirror/edgar-mirror.d.ts

@@ -0,0 +1,71 @@
+/**
+ * @fileoverview `EdgarMirror` — owns the two framework `Mirror` instances (the
+ * ticker/CIK layer and the XBRL company-facts layer) and the read helpers that
+ * reconstruct the live API's `companyconcept` and `frames` response shapes off
+ * the local SQLite stores. The service routes through these when the mirror is
+ * ready; callers gate on `tickersReady()` / `companyFactsReady()`.
+ * @module services/edgar/mirror/edgar-mirror
+ */
+import { type Mirror, type MirrorLogger, type SyncProgress, type SyncResult } from '@cyanheads/mcp-ts-core/mirror';
+import type { CompanyConceptResponse, FramesResponse } from '../types.js';
+import { type TickerRow } from './types.js';
+export interface EdgarMirrorOptions {
+    /** Directory holding the SQLite databases (`EDGAR_MIRROR_PATH`). */
+    dir: string;
+    /** Logger for ingester warnings (per-file skips, refresh no-ops). */
+    log?: MirrorLogger;
+    /** SEC User-Agent for the bulk downloads. */
+    userAgent: string;
+}
+type MirrorLayer = 'tickers' | 'companyfacts';
+export interface MirrorRunArgs {
+    onProgress?: (layer: MirrorLayer, info: Parameters<SyncProgress>[0]) => void;
+    signal: AbortSignal;
+}
+export declare class EdgarMirror {
+    readonly tickers: Mirror;
+    readonly companyFacts: Mirror;
+    private _tickersReady;
+    private _companyFactsReady;
+    constructor(opts: EdgarMirrorOptions);
+    /** Memoized readiness — the durable completion marker only flips false→true. */
+    tickersReady(): Promise<boolean>;
+    companyFactsReady(): Promise<boolean>;
+    /** All ticker rows, for rebuilding the in-memory CIK index. Assumes the layer is ready. */
+    getTickerRows(): Promise<TickerRow[]>;
+    /**
+     * One company's full concept series in `companyconcept` API shape, or null when
+     * the mirror has no row for this (cik, taxonomy, tag). Assumes the layer is ready.
+     */
+    getCompanyConcept(cik: string, taxonomy: string, tag: string): Promise<CompanyConceptResponse | null>;
+    /**
+     * Cross-company frame in `frames` API shape, assembled by scanning every company
+     * reporting (taxonomy, tag) and extracting the period's frame-aligned value.
+     * Returns null when no company reports the combination. Assumes the layer is ready.
+     *
+     * `unit` arrives in the dashed wire form the tool uses (`USD-per-shares`); the
+     * `units` map is keyed by the slashed form (`USD/shares`). `loc` (business
+     * location) is absent — companyfacts carries no location; the live frames API
+     * adds it. The tool treats an empty `loc` as absent.
+     */
+    getFrames(taxonomy: string, tag: string, unit: string, period: string): Promise<FramesResponse | null>;
+    /** Full init (bootstrap) of both layers — tickers first (fast), then company-facts. */
+    runInit(args: MirrorRunArgs): Promise<{
+        tickers: SyncResult;
+        companyFacts: SyncResult;
+    }>;
+    /** Incremental refresh of both layers. */
+    runRefresh(args: MirrorRunArgs): Promise<{
+        tickers: SyncResult;
+        companyFacts: SyncResult;
+    }>;
+    private runBothLayers;
+    /** Combined status of both layers, for the verify script and operability checks. */
+    status(): Promise<{
+        tickers: import("@cyanheads/mcp-ts-core/mirror").MirrorStatus;
+        companyFacts: import("@cyanheads/mcp-ts-core/mirror").MirrorStatus;
+    }>;
+    close(): Promise<void>;
+}
+export {};
+//# sourceMappingURL=edgar-mirror.d.ts.map

package/dist/services/edgar/mirror/edgar-mirror.d.ts.map

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package/dist/services/edgar/mirror/edgar-mirror.js

@@ -0,0 +1,190 @@
+/**
+ * @fileoverview `EdgarMirror` — owns the two framework `Mirror` instances (the
+ * ticker/CIK layer and the XBRL company-facts layer) and the read helpers that
+ * reconstruct the live API's `companyconcept` and `frames` response shapes off
+ * the local SQLite stores. The service routes through these when the mirror is
+ * ready; callers gate on `tickersReady()` / `companyFactsReady()`.
+ * @module services/edgar/mirror/edgar-mirror
+ */
+import { join } from 'node:path';
+import { defineMirror, sqliteMirrorStore, } from '@cyanheads/mcp-ts-core/mirror';
+import { makeCompanyFactsSync } from './companyfacts-sync.js';
+import { makeTickersSync } from './tickers-sync.js';
+import { COMPANY_CONCEPTS_TABLE, COMPANY_FACTS_DB_FILE, TICKERS_DB_FILE, TICKERS_TABLE, } from './types.js';
+export class EdgarMirror {
+    tickers;
+    companyFacts;
+    _tickersReady = false;
+    _companyFactsReady = false;
+    constructor(opts) {
+        this.tickers = defineMirror({
+            name: 'edgar-tickers',
+            store: sqliteMirrorStore({
+                path: join(opts.dir, TICKERS_DB_FILE),
+                table: TICKERS_TABLE,
+                primaryKey: 'ticker',
+                columns: { ticker: 'TEXT', cik: 'TEXT', name: 'TEXT' },
+                indexes: [{ columns: ['cik'] }],
+            }),
+            sync: makeTickersSync({ userAgent: opts.userAgent }),
+            ...(opts.log ? { logger: opts.log } : {}),
+        });
+        this.companyFacts = defineMirror({
+            name: 'edgar-companyfacts',
+            store: sqliteMirrorStore({
+                path: join(opts.dir, COMPANY_FACTS_DB_FILE),
+                table: COMPANY_CONCEPTS_TABLE,
+                primaryKey: 'id',
+                columns: {
+                    id: 'TEXT',
+                    cik: 'TEXT',
+                    taxonomy: 'TEXT',
+                    tag: 'TEXT',
+                    entity_name: 'TEXT',
+                    label: 'TEXT',
+                    description: 'TEXT',
+                    units_json: 'TEXT',
+                },
+                indexes: [{ columns: ['taxonomy', 'tag'] }],
+            }),
+            sync: makeCompanyFactsSync({
+                userAgent: opts.userAgent,
+                ...(opts.log ? { log: opts.log } : {}),
+            }),
+            ...(opts.log ? { logger: opts.log } : {}),
+        });
+    }
+    /** Memoized readiness — the durable completion marker only flips false→true. */
+    async tickersReady() {
+        if (!this._tickersReady)
+            this._tickersReady = await this.tickers.ready();
+        return this._tickersReady;
+    }
+    async companyFactsReady() {
+        if (!this._companyFactsReady)
+            this._companyFactsReady = await this.companyFacts.ready();
+        return this._companyFactsReady;
+    }
+    /** All ticker rows, for rebuilding the in-memory CIK index. Assumes the layer is ready. */
+    async getTickerRows() {
+        const handle = await this.tickers.raw();
+        return handle.prepare(`SELECT ticker, cik, name FROM ${TICKERS_TABLE}`).all();
+    }
+    /**
+     * One company's full concept series in `companyconcept` API shape, or null when
+     * the mirror has no row for this (cik, taxonomy, tag). Assumes the layer is ready.
+     */
+    async getCompanyConcept(cik, taxonomy, tag) {
+        const id = `${cik.padStart(10, '0')}|${taxonomy}|${tag}`;
+        const [row] = await this.companyFacts.getByIds([id]);
+        if (!row)
+            return null;
+        const description = row.description == null ? undefined : String(row.description);
+        return {
+            cik: Number(row.cik),
+            entityName: String(row.entity_name ?? ''),
+            taxonomy: String(row.taxonomy ?? taxonomy),
+            tag: String(row.tag ?? tag),
+            label: String(row.label ?? tag),
+            units: JSON.parse(String(row.units_json ?? '{}')),
+            ...(description !== undefined ? { description } : {}),
+        };
+    }
+    /**
+     * Cross-company frame in `frames` API shape, assembled by scanning every company
+     * reporting (taxonomy, tag) and extracting the period's frame-aligned value.
+     * Returns null when no company reports the combination. Assumes the layer is ready.
+     *
+     * `unit` arrives in the dashed wire form the tool uses (`USD-per-shares`); the
+     * `units` map is keyed by the slashed form (`USD/shares`). `loc` (business
+     * location) is absent — companyfacts carries no location; the live frames API
+     * adds it. The tool treats an empty `loc` as absent.
+     */
+    async getFrames(taxonomy, tag, unit, period) {
+        const unitKey = unit.replace('-per-', '/');
+        const handle = await this.companyFacts.raw();
+        const rows = handle
+            .prepare(`SELECT cik, entity_name, label, description, units_json FROM ${COMPANY_CONCEPTS_TABLE} WHERE taxonomy = ? AND tag = ?`)
+            .all(taxonomy, tag);
+        if (rows.length === 0)
+            return null;
+        const data = [];
+        let label = tag;
+        let description;
+        for (const row of rows) {
+            const units = JSON.parse(row.units_json);
+            const series = units[unitKey];
+            if (!series)
+                continue;
+            // The frame members are the datapoints whose `frame` equals the period; if a
+            // value was re-filed, the latest filing wins (matches get_financials dedup).
+            let best;
+            for (const u of series) {
+                if (u.frame !== period)
+                    continue;
+                if (!best || u.filed > best.filed)
+                    best = u;
+            }
+            if (!best)
+                continue;
+            if (label === tag && row.label) {
+                label = row.label;
+                description = row.description ?? undefined;
+            }
+            data.push({
+                accn: best.accn,
+                cik: Number(row.cik),
+                end: best.end,
+                entityName: row.entity_name,
+                loc: '',
+                ...(best.start !== undefined ? { start: best.start } : {}),
+                val: best.val,
+            });
+        }
+        if (data.length === 0)
+            return null;
+        return {
+            ccp: period,
+            data,
+            label,
+            pts: data.length,
+            tag,
+            taxonomy,
+            uom: unit,
+            ...(description !== undefined ? { description } : {}),
+        };
+    }
+    /** Full init (bootstrap) of both layers — tickers first (fast), then company-facts. */
+    runInit(args) {
+        return this.runBothLayers('init', args);
+    }
+    /** Incremental refresh of both layers. */
+    runRefresh(args) {
+        return this.runBothLayers('refresh', args);
+    }
+    async runBothLayers(mode, args) {
+        const tickers = await this.tickers.runSync({
+            mode,
+            signal: args.signal,
+            ...(args.onProgress ? { onProgress: (i) => args.onProgress?.('tickers', i) } : {}),
+        });
+        const companyFacts = await this.companyFacts.runSync({
+            mode,
+            signal: args.signal,
+            ...(args.onProgress ? { onProgress: (i) => args.onProgress?.('companyfacts', i) } : {}),
+        });
+        return { tickers, companyFacts };
+    }
+    /** Combined status of both layers, for the verify script and operability checks. */
+    async status() {
+        return {
+            tickers: await this.tickers.status(),
+            companyFacts: await this.companyFacts.status(),
+        };
+    }
+    async close() {
+        await this.tickers.close();
+        await this.companyFacts.close();
+    }
+}
+//# sourceMappingURL=edgar-mirror.js.map

package/dist/services/edgar/mirror/edgar-mirror.js.map

@@ -0,0 +1 @@
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package/dist/services/edgar/mirror/index.d.ts

@@ -0,0 +1,15 @@
+/**
+ * @fileoverview Public barrel and server-side singleton for the EDGAR local
+ * mirror. The singleton is constructed in `setup()` only when the mirror is
+ * enabled and the runtime supports it (Node/Bun, not Workers); `getEdgarMirror()`
+ * returns `undefined` otherwise and the service stays on the live API.
+ * @module services/edgar/mirror
+ */
+import { EdgarMirror, type EdgarMirrorOptions } from './edgar-mirror.js';
+export { EdgarMirror, type EdgarMirrorOptions, type MirrorRunArgs } from './edgar-mirror.js';
+export * from './types.js';
+/** Construct and register the server-side mirror singleton. */
+export declare function initEdgarMirror(opts: EdgarMirrorOptions): EdgarMirror;
+/** The registered mirror singleton, or `undefined` when the mirror is disabled. */
+export declare function getEdgarMirror(): EdgarMirror | undefined;
+//# sourceMappingURL=index.d.ts.map

package/dist/services/edgar/mirror/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/index.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,EAAE,WAAW,EAAE,KAAK,kBAAkB,EAAE,MAAM,mBAAmB,CAAC;AAEzE,OAAO,EAAE,WAAW,EAAE,KAAK,kBAAkB,EAAE,KAAK,aAAa,EAAE,MAAM,mBAAmB,CAAC;AAC7F,cAAc,YAAY,CAAC;AAI3B,+DAA+D;AAC/D,wBAAgB,eAAe,CAAC,IAAI,EAAE,kBAAkB,GAAG,WAAW,CAGrE;AAED,mFAAmF;AACnF,wBAAgB,cAAc,IAAI,WAAW,GAAG,SAAS,CAExD"}

package/dist/services/edgar/mirror/index.js

@@ -0,0 +1,21 @@
+/**
+ * @fileoverview Public barrel and server-side singleton for the EDGAR local
+ * mirror. The singleton is constructed in `setup()` only when the mirror is
+ * enabled and the runtime supports it (Node/Bun, not Workers); `getEdgarMirror()`
+ * returns `undefined` otherwise and the service stays on the live API.
+ * @module services/edgar/mirror
+ */
+import { EdgarMirror } from './edgar-mirror.js';
+export { EdgarMirror } from './edgar-mirror.js';
+export * from './types.js';
+let _mirror;
+/** Construct and register the server-side mirror singleton. */
+export function initEdgarMirror(opts) {
+    _mirror = new EdgarMirror(opts);
+    return _mirror;
+}
+/** The registered mirror singleton, or `undefined` when the mirror is disabled. */
+export function getEdgarMirror() {
+    return _mirror;
+}
+//# sourceMappingURL=index.js.map

package/dist/services/edgar/mirror/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/index.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,EAAE,WAAW,EAA2B,MAAM,mBAAmB,CAAC;AAEzE,OAAO,EAAE,WAAW,EAA+C,MAAM,mBAAmB,CAAC;AAC7F,cAAc,YAAY,CAAC;AAE3B,IAAI,OAAgC,CAAC;AAErC,+DAA+D;AAC/D,MAAM,UAAU,eAAe,CAAC,IAAwB;IACtD,OAAO,GAAG,IAAI,WAAW,CAAC,IAAI,CAAC,CAAC;IAChC,OAAO,OAAO,CAAC;AACjB,CAAC;AAED,mFAAmF;AACnF,MAAM,UAAU,cAAc;IAC5B,OAAO,OAAO,CAAC;AACjB,CAAC"}

package/dist/services/edgar/mirror/tickers-sync.d.ts

@@ -0,0 +1,17 @@
+/**
+ * @fileoverview Ingester for the ticker/CIK layer. Downloads SEC's
+ * `company_tickers.json` (small direct-download JSON) and yields one page of
+ * rows. Upsert-only: the directory rarely drops entries and CIKs are permanent,
+ * so a delisted ticker lingering with its historical CIK is low-harm.
+ * @module services/edgar/mirror/tickers-sync
+ */
+import type { SyncGenerator } from '@cyanheads/mcp-ts-core/mirror';
+/**
+ * Build the ticker-layer ingester. The returned generator downloads the full
+ * directory and yields it as a single page; the file is tiny, so refresh simply
+ * re-downloads and re-upserts.
+ */
+export declare function makeTickersSync(opts: {
+    userAgent: string;
+}): SyncGenerator;
+//# sourceMappingURL=tickers-sync.d.ts.map

package/dist/services/edgar/mirror/tickers-sync.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"tickers-sync.d.ts","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/tickers-sync.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAGH,OAAO,KAAK,EAGV,aAAa,EAEd,MAAM,+BAA+B,CAAC;AAUvC;;;;GAIG;AACH,wBAAgB,eAAe,CAAC,IAAI,EAAE;IAAE,SAAS,EAAE,MAAM,CAAA;CAAE,GAAG,aAAa,CA+B1E"}

package/dist/services/edgar/mirror/tickers-sync.js

@@ -0,0 +1,43 @@
+/**
+ * @fileoverview Ingester for the ticker/CIK layer. Downloads SEC's
+ * `company_tickers.json` (small direct-download JSON) and yields one page of
+ * rows. Upsert-only: the directory rarely drops entries and CIKs are permanent,
+ * so a delisted ticker lingering with its historical CIK is low-harm.
+ * @module services/edgar/mirror/tickers-sync
+ */
+import { serviceUnavailable } from '@cyanheads/mcp-ts-core/errors';
+import { lastModifiedToIso, TICKERS_URL } from './types.js';
+/**
+ * Build the ticker-layer ingester. The returned generator downloads the full
+ * directory and yields it as a single page; the file is tiny, so refresh simply
+ * re-downloads and re-upserts.
+ */
+export function makeTickersSync(opts) {
+    return async function* tickersSync(ctx) {
+        const response = await fetch(TICKERS_URL, {
+            headers: { 'User-Agent': opts.userAgent, Accept: 'application/json' },
+            signal: ctx.signal,
+        });
+        if (!response.ok) {
+            throw serviceUnavailable(`SEC company_tickers.json download failed (HTTP ${response.status})`, {
+                url: TICKERS_URL,
+                status: response.status,
+            });
+        }
+        const raw = (await response.json());
+        const records = [];
+        for (const entry of Object.values(raw)) {
+            if (!entry?.ticker)
+                continue;
+            records.push({
+                ticker: entry.ticker.toUpperCase(),
+                cik: String(entry.cik_str).padStart(10, '0'),
+                name: entry.title ?? '',
+            });
+        }
+        // Checkpoint must be lexicographically monotonic — store ISO 8601, not the raw HTTP-date.
+        const checkpoint = lastModifiedToIso(response.headers.get('last-modified'));
+        yield { records, checkpoint };
+    };
+}
+//# sourceMappingURL=tickers-sync.js.map

package/dist/services/edgar/mirror/tickers-sync.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"tickers-sync.js","sourceRoot":"","sources":["../../../../src/services/edgar/mirror/tickers-sync.ts"],"names":[],"mappings":"AAAA;;;;;;GAMG;AAEH,OAAO,EAAE,kBAAkB,EAAE,MAAM,+BAA+B,CAAC;AAOnE,OAAO,EAAE,iBAAiB,EAAE,WAAW,EAAE,MAAM,YAAY,CAAC;AAS5D;;;;GAIG;AACH,MAAM,UAAU,eAAe,CAAC,IAA2B;IACzD,OAAO,KAAK,SAAS,CAAC,CAAC,WAAW,CAAC,GAAgB;QACjD,MAAM,QAAQ,GAAG,MAAM,KAAK,CAAC,WAAW,EAAE;YACxC,OAAO,EAAE,EAAE,YAAY,EAAE,IAAI,CAAC,SAAS,EAAE,MAAM,EAAE,kBAAkB,EAAE;YACrE,MAAM,EAAE,GAAG,CAAC,MAAM;SACnB,CAAC,CAAC;QACH,IAAI,CAAC,QAAQ,CAAC,EAAE,EAAE,CAAC;YACjB,MAAM,kBAAkB,CACtB,kDAAkD,QAAQ,CAAC,MAAM,GAAG,EACpE;gBACE,GAAG,EAAE,WAAW;gBAChB,MAAM,EAAE,QAAQ,CAAC,MAAM;aACxB,CACF,CAAC;QACJ,CAAC;QAED,MAAM,GAAG,GAAG,CAAC,MAAM,QAAQ,CAAC,IAAI,EAAE,CAAmC,CAAC;QACtE,MAAM,OAAO,GAAgB,EAAE,CAAC;QAChC,KAAK,MAAM,KAAK,IAAI,MAAM,CAAC,MAAM,CAAC,GAAG,CAAC,EAAE,CAAC;YACvC,IAAI,CAAC,KAAK,EAAE,MAAM;gBAAE,SAAS;YAC7B,OAAO,CAAC,IAAI,CAAC;gBACX,MAAM,EAAE,KAAK,CAAC,MAAM,CAAC,WAAW,EAAE;gBAClC,GAAG,EAAE,MAAM,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,QAAQ,CAAC,EAAE,EAAE,GAAG,CAAC;gBAC5C,IAAI,EAAE,KAAK,CAAC,KAAK,IAAI,EAAE;aACxB,CAAC,CAAC;QACL,CAAC;QAED,0FAA0F;QAC1F,MAAM,UAAU,GAAG,iBAAiB,CAAC,QAAQ,CAAC,OAAO,CAAC,GAAG,CAAC,eAAe,CAAC,CAAC,CAAC;QAC5E,MAAM,EAAE,OAAO,EAAE,UAAU,EAAE,CAAC;IAChC,CAAC,CAAC;AACJ,CAAC"}

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

@@ -0,0 +1,56 @@
+/**
+ * @fileoverview Constants and row shapes for the EDGAR local mirror — the two
+ * bounded SEC reference layers (ticker/CIK resolution and XBRL company-facts)
+ * mirrored into embedded SQLite via the framework `MirrorService`.
+ * @module services/edgar/mirror/types
+ */
+/** SEC ticker→CIK directory (small direct-download JSON, ~200 KB). */
+export declare const TICKERS_URL = "https://www.sec.gov/files/company_tickers.json";
+/** SEC bulk XBRL company-facts archive, recompiled nightly (~1.3 GB). */
+export declare const COMPANY_FACTS_ZIP_URL = "https://www.sec.gov/Archives/edgar/daily-index/xbrl/companyfacts.zip";
+/** Primary table for the ticker/CIK layer. */
+export declare const TICKERS_TABLE = "tickers";
+/** Primary table for the XBRL company-facts layer (one row per cik×taxonomy×tag). */
+export declare const COMPANY_CONCEPTS_TABLE = "company_concepts";
+/** SQLite filenames inside the mirror directory (`EDGAR_MIRROR_PATH`). */
+export declare const TICKERS_DB_FILE = "tickers.sqlite";
+export declare const COMPANY_FACTS_DB_FILE = "companyfacts.sqlite";
+/**
+ * Convert an HTTP `Last-Modified` value to a lexicographically-monotonic ISO 8601
+ * checkpoint string, falling back to the current timestamp when absent or unparseable.
+ */
+export declare function lastModifiedToIso(httpDate: string | null | undefined): string;
+/** One row of the `tickers` table — a single entry from company_tickers.json. */
+export interface TickerRow {
+    /** Zero-padded 10-digit CIK. */
+    cik: string;
+    /** SEC-conformed entity name (the `title` field). */
+    name: string;
+    /** Uppercased ticker symbol — primary key (e.g. "AAPL", "BRK-A"). */
+    ticker: string;
+}
+/**
+ * One row of the `company_concepts` table — a single (cik, taxonomy, tag) concept
+ * from a company's `companyfacts` entry. The full `units` map is stored verbatim
+ * as a JSON blob so a point read reconstructs the `companyconcept` API shape and a
+ * `taxonomy+tag` scan reconstructs the `frames` API shape, both off one table.
+ */
+export interface CompanyConceptRow {
+    /** Zero-padded 10-digit CIK. */
+    cik: string;
+    /** Taxonomy description; null when the source omits it. */
+    description: string | null;
+    /** SEC-conformed entity name. */
+    entity_name: string;
+    /** `${cik}|${taxonomy}|${tag}` — primary key. */
+    id: string;
+    /** Concept label. */
+    label: string;
+    /** XBRL tag (e.g. "Revenues"). */
+    tag: string;
+    /** XBRL taxonomy (e.g. "us-gaap", "ifrs-full", "dei"). */
+    taxonomy: string;
+    /** `JSON.stringify` of the concept's `units` map (`{ [unit]: CompanyConceptUnit[] }`). */
+    units_json: string;
+}
+//# sourceMappingURL=types.d.ts.map

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

@@ -0,0 +1 @@
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package/dist/services/edgar/mirror/types.js

@@ -0,0 +1,30 @@
+/**
+ * @fileoverview Constants and row shapes for the EDGAR local mirror — the two
+ * bounded SEC reference layers (ticker/CIK resolution and XBRL company-facts)
+ * mirrored into embedded SQLite via the framework `MirrorService`.
+ * @module services/edgar/mirror/types
+ */
+/** SEC ticker→CIK directory (small direct-download JSON, ~200 KB). */
+export const TICKERS_URL = 'https://www.sec.gov/files/company_tickers.json';
+/** SEC bulk XBRL company-facts archive, recompiled nightly (~1.3 GB). */
+export const COMPANY_FACTS_ZIP_URL = 'https://www.sec.gov/Archives/edgar/daily-index/xbrl/companyfacts.zip';
+/** Primary table for the ticker/CIK layer. */
+export const TICKERS_TABLE = 'tickers';
+/** Primary table for the XBRL company-facts layer (one row per cik×taxonomy×tag). */
+export const COMPANY_CONCEPTS_TABLE = 'company_concepts';
+/** SQLite filenames inside the mirror directory (`EDGAR_MIRROR_PATH`). */
+export const TICKERS_DB_FILE = 'tickers.sqlite';
+export const COMPANY_FACTS_DB_FILE = 'companyfacts.sqlite';
+/**
+ * Convert an HTTP `Last-Modified` value to a lexicographically-monotonic ISO 8601
+ * checkpoint string, falling back to the current timestamp when absent or unparseable.
+ */
+export function lastModifiedToIso(httpDate) {
+    if (httpDate) {
+        const t = Date.parse(httpDate);
+        if (!Number.isNaN(t))
+            return new Date(t).toISOString();
+    }
+    return new Date().toISOString();
+}
+//# sourceMappingURL=types.js.map

package/dist/services/edgar/mirror/types.js.map

@@ -0,0 +1 @@
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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.7.1",
+  "version": "0.7.2",
   "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
   "mcpName": "io.github.cyanheads/secedgar-mcp-server",
   "type": "module",
@@ -29,6 +29,10 @@
     "bundle": "bun run build && bunx -y @anthropic-ai/mcpb pack . dist/secedgar-mcp-server.mcpb",
     "audit:refresh": "rm -f bun.lock && bun install && bun audit",
     "test": "vitest run",
+    "mirror:init": "bun scripts/edgar-mirror-init.ts",
+    "mirror:refresh": "bun scripts/edgar-mirror-refresh.ts",
+    "mirror:verify": "bun scripts/edgar-mirror-verify.ts",
+    "release:github": "bun scripts/release-github.ts",
     "publish-mcp": "mcp-publisher login github -token \"$(security find-generic-password -a \"$USER\" -s mcp-publisher-github-pat -w)\" && mcp-publisher publish",
     "start": "node dist/index.js",
     "start:stdio": "MCP_TRANSPORT_TYPE=stdio node dist/index.js",
@@ -78,10 +82,12 @@
     "access": "public"
   },
   "dependencies": {
-    "@cyanheads/mcp-ts-core": "^0.9.16",
-    "@duckdb/node-api": "^1.5.3-r.2",
+    "@cyanheads/mcp-ts-core": "^0.9.19",
+    "@duckdb/node-api": "^1.5.3-r.3",
+    "better-sqlite3": "^12.10.0",
     "domhandler": "^6.0.1",
     "domutils": "^4.0.2",
+    "fflate": "^0.8.2",
     "html-to-text": "^10.0.0",
     "htmlparser2": "^12.0.0",
     "pino-pretty": "^13.1.3",

package/server.json

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.7.1",
+  "version": "0.7.2",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.7.1",
+      "version": "0.7.2",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.7.1",
+      "version": "0.7.2",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",