npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.8.0 → 0.8.1 - Mend

@cyanheads/secedgar-mcp-server 0.8.0 → 0.8.1

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.

Files changed (21) hide show

package/README.md CHANGED Viewed

@@ -60,10 +60,10 @@ Entry point for most EDGAR workflows — resolve tickers, names, or CIKs to enti
 Full-text search across all EDGAR filing documents since 1993.
 - Exact phrases (`"material weakness"`), boolean operators (`revenue OR income`), wildcards (`account*`)
-- Entity targeting within query string (`cik:320193` or `ticker:AAPL`)
+- Entity targeting within query string (`cik:320193` or `ticker:AAPL`) — scoped server-side by CIK, so filings made under a former company name (same CIK) are included
 - Date range filtering, form type filtering, pagination up to 10,000 results
 - Returns form distribution for narrowing follow-up searches
-- When post-filter hits exceed the inline limit, the already-fetched EFTS window (entity-filtered when `ticker:`/`cik:` is used) is materialized as a `df_<id>` dataframe — query it with `secedgar_dataframe_query`
+- When the entity-scoped window exceeds the inline limit, the already-fetched EFTS window is materialized as a `df_<id>` dataframe — query it with `secedgar_dataframe_query`
 ---
@@ -86,6 +86,7 @@ Get historical XBRL financial data for a company with friendly concept name reso
 - Handles historical tag changes (e.g., ASC 606 revenue recognition)
 - Automatic deduplication to one value per standard calendar period
 - Filter by annual, quarterly, or all periods
+- Optional `limit` caps the inline series to the most-recent N periods; the full series stays queryable via the `df_<id>` dataframe
 - See `secedgar://concepts` resource for the full mapping
 ---

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

	@@ -1 +1 @@
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"}
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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cAiS1B,CAAC"}

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

@@ -61,6 +61,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         period: z
             .string()
             .min(1)
+            .regex(/^CY\d{4}(Q[1-4]I?)?$/, 'Expected CY####, CY####Q#, or CY####Q#I')
             .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 @@
1	- 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package/dist/mcp-server/tools/definitions/get-financials.tool.d.ts CHANGED Viewed

@@ -18,6 +18,7 @@ export declare const getFinancialsTool: import("@cyanheads/mcp-ts-core").ToolDef
         quarterly: "quarterly";
         all: "all";
     }>>;
+    limit: z.ZodOptional<z.ZodNumber>;
 }, z.core.$strip>, z.ZodObject<{
     company: z.ZodString;
     cik: z.ZodString;

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~~;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cAoZ5B~~,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;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;cAma5B,CAAC"}

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

@@ -60,6 +60,13 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             .enum(['annual', 'quarterly', 'all'])
             .optional()
             .describe('Filter to annual (FY) or quarterly (Q1-Q4) data. "all" returns both. When omitted, defaults to "annual" for income/cash-flow concepts and "all" for balance-sheet (instant) items so balance-sheet calls return data on the first attempt.'),
+        limit: z
+            .number()
+            .int()
+            .min(1)
+            .max(100)
+            .optional()
+            .describe('Cap the inline data[] to the most-recent N periods (the series is newest-first). The full series is always registered to the dataframe, so older periods stay queryable via secedgar_dataframe_query. Omit to return every period inline.'),
     }),
     output: z.object({
         company: z.string().describe('Resolved entity name (SEC-conformed).'),
@@ -315,7 +322,9 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             label: conceptResponse.label || label,
             description: conceptResponse.description || undefined,
             unit: unitKey,
-            data,
+            // Slice the inline view only; the dataframe registered above holds the
+            // full series, so older periods stay queryable via the dataframe handle (#32).
+            data: input.limit ? data.slice(0, input.limit) : data,
             tags_tried: tagsTried.length > 1 ? tagsTried : undefined,
             dataset,
         };
@@ -345,7 +354,10 @@ export const getFinancialsTool = tool('secedgar_get_financials', {
             lines.push(`${d.period}: ${formatted} (raw ${d.value}) | ${range} | ${filingCtx}`);
         }
         if (result.dataset) {
-            lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at}) — query with secedgar_dataframe_query.`);
+            const sliceNote = result.dataset.row_count > result.data.length
+                ? ` — showing the ${result.data.length} most-recent of ${result.dataset.row_count} periods inline; full series on the dataframe`
+                : '';
+            lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at})${sliceNote} — query with secedgar_dataframe_query.`);
         }
         return [{ type: 'text', text: lines.join('\n') }];
     },

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

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

@@ -7,8 +7,8 @@ import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 export declare const searchFilingsTool: import("@cyanheads/mcp-ts-core").ToolDefinition<z.ZodObject<{
     query: z.ZodString;
     forms: z.ZodOptional<z.ZodArray<z.ZodString>>;
-    start_date: z.ZodOptional<z.ZodString>;
-    end_date: z.ZodOptional<z.ZodString>;
+    start_date: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
+    end_date: z.ZodOptional<z.ZodUnion<readonly [z.ZodLiteral<"">, z.ZodString]>>;
     limit: z.ZodDefault<z.ZodNumber>;
     offset: z.ZodDefault<z.ZodNumber>;
     sort: z.ZodDefault<z.ZodEnum<{

package/dist/mcp-server/tools/definitions/search-filings.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"search-filings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-filings.tool.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAE,MAAM,+BAA+B,CAAC;~~AA8FjE~~,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;~~EAiV5B~~,CAAC"}
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;AAiFjE,eAAO,MAAM,iBAAiB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAsV5B,CAAC"}

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

@@ -49,40 +49,28 @@ function extractTicker(displayName) {
     const first = match[1].split(',')[0]?.trim();
     return first ? first : null;
 }
+/** Strip an entity-targeting token from the query and collapse whitespace. */
+function stripToken(query, token) {
+    return query.replace(token, '').replace(/\s+/g, ' ').trim();
+}
 /**
- * Extract entity targeting (cik: or ticker:) from a query string,
- * resolve to a CIK, and return the cleaned query + resolved CIK.
+ * Extract entity targeting (cik: or ticker:) from a query string and resolve it
+ * to a CIK. Returns the free-text query with the token stripped (no company name
+ * injected) plus the resolved CIK — the caller applies the CIK to EFTS's
+ * server-side `ciks` param, so the scope is independent of the document's name
+ * text and filings made under a former company name (same CIK) are matched (#35).
  */
 async function resolveEntityTargeting(query) {
     const tickerMatch = query.match(/\bticker:(\S+)/i);
-    const cikMatch = query.match(/\bcik:(\S+)/i);
-    const api = getEdgarApiService();
     if (tickerMatch?.[1]) {
-        const token = tickerMatch[0];
-        const ticker = tickerMatch[1];
-        const resolved = await api.resolveCik(ticker);
+        const resolved = await getEdgarApiService().resolveCik(tickerMatch[1]);
         const match = Array.isArray(resolved) ? resolved[0] : resolved;
-        if (match?.name) {
-            return {
-                query: query.replace(token, `"${match.name}"`).trim(),
-                entityCik: match.cik,
-            };
-        }
-        return { query: query.replace(token, '').trim() };
+        const cleaned = stripToken(query, tickerMatch[0]);
+        return match?.cik ? { query: cleaned, entityCik: match.cik } : { query: cleaned };
     }
+    const cikMatch = query.match(/\bcik:(\S+)/i);
     if (cikMatch?.[1]) {
-        const token = cikMatch[0];
-        const rawCik = cikMatch[1];
-        const padded = rawCik.padStart(10, '0');
-        const resolved = await api.resolveCik(rawCik);
-        const match = Array.isArray(resolved) ? resolved[0] : resolved;
-        if (match?.name) {
-            return {
-                query: query.replace(token, `"${match.name}"`).trim(),
-                entityCik: padded,
-            };
-        }
-        return { query: query.replace(token, '').trim(), entityCik: padded };
+        return { query: stripToken(query, cikMatch[0]), entityCik: cikMatch[1].padStart(10, '0') };
     }
     return { query };
 }
@@ -119,11 +107,23 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             .optional()
             .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.'),
         start_date: z
-            .string()
+            .union([
+            z.literal(''),
+            z
+                .string()
+                .regex(/^\d{4}-\d{2}-\d{2}$/, 'Expected YYYY-MM-DD')
+                .describe('YYYY-MM-DD'),
+        ])
             .optional()
             .describe('Start of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering.'),
         end_date: z
-            .string()
+            .union([
+            z.literal(''),
+            z
+                .string()
+                .regex(/^\d{4}-\d{2}-\d{2}$/, 'Expected YYYY-MM-DD')
+                .describe('YYYY-MM-DD'),
+        ])
             .optional()
             .describe('End of date range (YYYY-MM-DD). Both start_date and end_date must be provided for date filtering.'),
         limit: z.number().int().min(1).max(100).default(20).describe('Results per page. Max 100.'),
@@ -142,10 +142,8 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
     output: z.object({
         total: z
             .number()
-            .describe('Total matching filings (capped at 10,000). Under entity targeting (ticker:/cik:), this becomes the count of entity-matching hits within the sampled window of search results — a lower bound when more matches exist beyond the window.'),
-        total_is_exact: z
-            .boolean()
-            .describe('False when total hits the 10,000 cap, or when entity targeting filtered a sample that did not cover the full match set.'),
+            .describe("Total matching filings (capped at 10,000). Entity targeting (ticker:/cik:) scopes server-side via the EFTS ciks param, so this is the entity's exact match count up to the cap."),
+        total_is_exact: z.boolean().describe('False only when total hits the 10,000 cap.'),
         results: z
             .array(z
             .object({
@@ -200,7 +198,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
                 .describe('True when EFTS reported more text matches than the window we already fetched — additional rows exist beyond the dataframe. Page further with `offset` for the inline view; the canvas dataframe is bounded by the single response window.'),
         })
             .optional()
-            .describe('Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-filtered when ticker:/cik: was used) — query with secedgar_dataframe_query SQL.'),
+            .describe('Canvas dataframe holding the hits already fetched for the inline response. Absent when total ≤ inline limit, canvas is unavailable, or materialization failed. The dataframe contains the raw EFTS results (entity-scoped server-side via the ciks param when ticker:/cik: was used) — query with secedgar_dataframe_query SQL.'),
     }),
     async handler(input, ctx) {
         // Validate date range: both or neither
@@ -220,24 +218,19 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
         const response = await api.searchFilings({
             query,
             forms: input.forms,
+            ciks: entityCik ? [entityCik] : undefined,
             startDate: input.start_date,
             endDate: input.end_date,
             from: fetchFrom,
             size: fetchSize,
         });
-        let total = response.hits.total.value;
-        let totalIsExact = response.hits.total.relation === 'eq';
+        // EFTS scopes by the server-side `ciks` param (set above when entity
+        // targeting was used), so total/total_is_exact come straight from the
+        // response: no client-side CIK post-filter, and the count is the entity's
+        // true match total (up to the 10k cap), not a sampled-window lower bound.
+        const total = response.hits.total.value;
+        const totalIsExact = response.hits.total.relation === 'eq';
         let hits = response.hits.hits;
-        // Post-filter by entity CIK when entity targeting was used. We can only claim
-        // an exact total when the EFTS sample window already contained the full match
-        // set; if EFTS reported more matches than fit in our sample, additional
-        // entity hits may exist beyond the window and `total` is a lower bound.
-        if (entityCik) {
-            const sampleCoversAll = total <= hits.length;
-            hits = hits.filter((h) => h._source.ciks?.includes(entityCik));
-            total = hits.length;
-            totalIsExact = sampleCoversAll;
-        }
         if (input.sort === 'filing_date_desc') {
             hits = [...hits].sort((a, b) => b._source.file_date.localeCompare(a._source.file_date));
         }
@@ -317,7 +310,10 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
             resultCount: results.length,
             datasetName: dataset?.name,
         });
-        ctx.enrich.echo(query);
+        const effectiveQuery = entityCik
+            ? `${query ? `${query} ` : ''}(entity scope: CIK ${entityCik})`
+            : query;
+        ctx.enrich.echo(effectiveQuery);
         if (results.length === 0) {
             ctx.enrich.notice(`No filings matched "${input.query}"${input.forms?.length ? ` with forms ${input.forms.join(', ')}` : ''}. Try broader terms, remove form filters, or check entity targeting syntax (ticker:AAPL).`);
         }

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

	@@ -1 +1 @@
1	- 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	@@ -1 +1 @@
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package/dist/services/canvas-bridge/canvas-bridge.js CHANGED Viewed

@@ -132,10 +132,18 @@ export class CanvasBridge {
         });
         let meta;
         if (registerAs && result.tableName) {
+            const tableName = result.tableName;
             const now = Date.now();
             const ttlMs = getServerConfig().datasetTtlSeconds * 1000;
+            // Read the registered table's real DuckDB column types so dataframe_describe
+            // reports them accurately (#28). Row inference can't be used here: DuckDB
+            // serializes BIGINT as strings in query results (would mistype as VARCHAR),
+            // and a zero-row result has nothing to sniff. describe() is authoritative
+            // for both. Force all-nullable per the bridge convention.
+            const [info] = await instance.describe({ tableName });
+            const columnSchema = (info?.columns ?? result.columns.map((name) => ({ name, type: 'VARCHAR' }))).map((col) => ({ ...col, nullable: true }));
             meta = {
-                tableName: result.tableName,
+                tableName,
                 sourceTool: options.sourceTool ?? 'secedgar_dataframe_query',
                 queryParams: options.queryParams ?? { sql },
                 createdAt: new Date(now).toISOString(),
@@ -143,13 +151,9 @@ export class CanvasBridge {
                 rowCount: result.rowCount,
                 truncated: false,
                 maxRows: undefined,
-                columnSchema: result.columns.map((name) => ({
-                    name,
-                    type: 'VARCHAR',
-                    nullable: true,
-                })),
+                columnSchema,
             };
-            await ctx.state.set(`${META_PREFIX}${result.tableName}`, meta);
+            await ctx.state.set(`${META_PREFIX}${tableName}`, meta);
         }
         return meta ? { result, meta } : { result };
     }

package/dist/services/canvas-bridge/canvas-bridge.js.map CHANGED Viewed

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

@@ -34,6 +34,7 @@ declare class EdgarApiService {
     searchFilings(params: {
         query: string;
         forms?: string[] | undefined;
+        ciks?: string[] | undefined;
         startDate?: string | undefined;
         endDate?: string | undefined;
         from?: number | undefined;

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

@@ -114,9 +114,16 @@ class EdgarApiService {
     }
     searchFilings(params) {
         const url = new URL('https://efts.sec.gov/LATEST/search-index');
-        url.searchParams.set('q', params.query);
+        // `q` is optional — EFTS honors `ciks` for pure entity scope with no
+        // full-text query, so a bare cik:/ticker: search sends no `q`.
+        if (params.query)
+            url.searchParams.set('q', params.query);
         if (params.forms?.length)
             url.searchParams.set('forms', params.forms.join(','));
+        // Server-side entity scope by CIK, independent of the document's name text —
+        // includes filings made under a former company name sharing the same CIK.
+        if (params.ciks?.length)
+            url.searchParams.set('ciks', params.ciks.join(','));
         if (params.startDate && params.endDate) {
             url.searchParams.set('dateRange', 'custom');
             url.searchParams.set('startdt', params.startDate);

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

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package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.8.0",
+  "version": "0.8.1",
   "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
   "mcpName": "io.github.cyanheads/secedgar-mcp-server",
   "type": "module",

package/server.json CHANGED Viewed

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.8.0",
+  "version": "0.8.1",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.8.0",
+      "version": "0.8.1",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.8.0",
+      "version": "0.8.1",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",