@cyanheads/secedgar-mcp-server 0.8.3 → 0.9.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +6 -2
- package/dist/mcp-server/resources/definitions/concepts.resource.d.ts.map +1 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.js +7 -1
- package/dist/mcp-server/resources/definitions/concepts.resource.js.map +1 -1
- package/dist/mcp-server/tools/definitions/dataframe-describe.tool.js +1 -1
- package/dist/mcp-server/tools/definitions/dataframe-describe.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts +4 -0
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.js +18 -2
- package/dist/mcp-server/tools/definitions/fetch-frames.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts +2 -2
- package/dist/mcp-server/tools/definitions/get-filing.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-filing.tool.js +19 -12
- package/dist/mcp-server/tools/definitions/get-filing.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts +6 -0
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.js +84 -9
- package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts +5 -0
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js +56 -1
- package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts +4 -0
- package/dist/mcp-server/tools/definitions/search-concepts.tool.d.ts.map +1 -1
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js +18 -0
- package/dist/mcp-server/tools/definitions/search-concepts.tool.js.map +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.js +1 -1
- package/dist/mcp-server/tools/definitions/search-filings.tool.js.map +1 -1
- package/dist/services/edgar/concept-map.d.ts.map +1 -1
- package/dist/services/edgar/concept-map.js +31 -0
- package/dist/services/edgar/concept-map.js.map +1 -1
- package/dist/services/edgar/types.d.ts +16 -0
- package/dist/services/edgar/types.d.ts.map +1 -1
- package/package.json +2 -2
- package/server.json +3 -3
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@@ -39,6 +39,11 @@ export declare const getInstitutionalHoldingsTool: import("@cyanheads/mcp-ts-cor
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39
39
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OTR: "OTR";
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40
40
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}>>;
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41
41
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}, z.core.$strip>>;
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42
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+
dataset: z.ZodOptional<z.ZodObject<{
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43
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+
name: z.ZodString;
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44
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+
row_count: z.ZodNumber;
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45
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+
expires_at: z.ZodString;
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46
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+
}, z.core.$strip>>;
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42
47
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}, z.core.$strip>, readonly [{
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{"version":3,"file":"get-institutional-holdings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-institutional-holdings.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;
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{"version":3,"file":"get-institutional-holdings.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/get-institutional-holdings.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,gBAAgB,EAAmB,MAAM,+BAA+B,CAAC;AA0FlF,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAmZvC,CAAC"}
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*/
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import { tool, z } from '@cyanheads/mcp-ts-core';
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import { parseInfoTableXml } from '../../../services/edgar/ownership-parser.js';
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/**
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export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_holdings', {
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title: 'Get Institutional Holdings',
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description: 'Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. Use ticker_or_cik to look up an institution (e.g., "Vanguard Group" or its CIK) and see what it holds — or pass a company ticker/CIK to find which institutions filed 13Fs covering that period. The 13F information table lists each position: issuer name, CUSIP, shares held, market value (in whole USD), and put/call designation for options. Sub-lines for the same security are consolidated into distinct positions sorted by value by default (set consolidate=false for raw filing rows). Institutions with less than $100M in 13(f) securities are exempt and may not file. Use secedgar_search_filings with forms=["13F-HR"] for broader search.',
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description: 'Fetch 13F-HR quarterly institutional holdings by parsing the SEC EDGAR information table XML. Use ticker_or_cik to look up an institution (e.g., "Vanguard Group" or its CIK) and see what it holds — or pass a company ticker/CIK to find which institutions filed 13Fs covering that period. The 13F information table lists each position: issuer name, CUSIP, shares held, market value (in whole USD), and put/call designation for options. Sub-lines for the same security are consolidated into distinct positions sorted by value by default (set consolidate=false for raw filing rows). The full parsed holdings set is materialized as df_<id> when a canvas is available — the inline holdings list is a preview capped at limit — so query it with secedgar_dataframe_query to aggregate the whole filing or self-join across quarters on cusip + reporting_period. Institutions with less than $100M in 13(f) securities are exempt and may not file. Use secedgar_search_filings with forms=["13F-HR"] for broader search.',
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.describe('One row from the 13F information table.'))
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.describe('Holdings truncated to limit — consolidated positions sorted by market value when consolidate=true, else raw information-table rows in filing order.'),
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name: z
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.describe('Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.'),
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.optional()
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.describe('Canvas dataframe holding every parsed position from this 13F filing (the inline holdings[] is a preview capped at limit). Each row carries the filer metadata (filer_cik, filer_name, reporting_period, filing_date, accession_number) plus the position fields, so it self-joins across quarters/filers on cusip + reporting_period. Reflects the consolidate setting (consolidated positions when true, raw info-table sub-lines with investment_discretion when false). Query with secedgar_dataframe_query. Absent when canvas is unavailable or the filing had no holdings.'),
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}));
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// Register the full parsed position set to the canvas (the inline holdings list
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// is a preview capped at `limit`). Denormalize the filer/period metadata onto
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rows: positions.map((p) => ({
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reporting_period: reportingPeriod ?? null,
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filing_date: filingMeta.filingDate,
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issuer_name: p.issuer_name,
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cusip: p.cusip ?? null,
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title_of_class: p.title_of_class ?? null,
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shares_or_principal_amount: p.shares_or_principal_amount ?? null,
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market_value_usd: p.market_value_usd ?? null,
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put_call: p.put_call ?? null,
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investment_discretion: p.investment_discretion ?? null,
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})),
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sourceTool: 'secedgar_get_institutional_holdings',
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queryParams: {
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cik: match.cik,
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quarter: input.quarter,
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},
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});
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if (registered)
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dataset = toDatasetField(registered);
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}
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if (holdings.length === 0) {
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ctx.enrich.notice(`The information table for this filing contained no holdings rows. ` +
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totalHoldings: parsed.holdings.length,
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totalPositions: positions.length,
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returned: holdings.length,
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datasetName: dataset?.name,
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});
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return {
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total_holdings_in_filing: parsed.holdings.length,
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total_positions: input.consolidate ? positions.length : undefined,
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holdings,
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dataset,
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};
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},
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format: (result) => {
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|
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lines.push(`**${h.issuer_name}**${classStr}${cusipStr}${putCallStr}`);
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lines.push(`${sharesStr} | ${valueStr}${discStr}`);
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}
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if (result.dataset) {
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const note = result.dataset.row_count > result.holdings.length
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? ` — showing ${result.holdings.length} of ${result.dataset.row_count} positions inline; full set on the dataframe`
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: '';
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lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at})${note} — query with secedgar_dataframe_query.`);
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}
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return [{ type: 'text', text: lines.join('\n') }];
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},
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});
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@@ -1 +1 @@
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-
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+
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@@ -25,6 +25,10 @@ export declare const searchConceptsTool: import("@cyanheads/mcp-ts-core").ToolDe
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25
25
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name: z.ZodString;
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26
26
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label: z.ZodString;
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27
27
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tags: z.ZodArray<z.ZodString>;
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28
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+
related_tags: z.ZodOptional<z.ZodArray<z.ZodObject<{
|
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29
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+
tag: z.ZodString;
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30
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+
note: z.ZodString;
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31
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+
}, z.core.$strip>>>;
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28
32
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taxonomy: z.ZodEnum<{
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33
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"us-gaap": "us-gaap";
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30
34
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"ifrs-full": "ifrs-full";
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB
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1
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+
{"version":3,"file":"search-concepts.tool.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAQ,CAAC,EAAE,MAAM,wBAAwB,CAAC;AAkBjD,eAAO,MAAM,kBAAkB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAoK7B,CAAC"}
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@@ -55,6 +55,19 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
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55
55
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tags: z
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56
56
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.array(z.string())
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57
57
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.describe('XBRL tags this friendly name resolves to, tried in order. Multiple tags cover historical naming changes (e.g., pre- vs post-ASC 606 revenue).'),
|
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58
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+
related_tags: z
|
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59
|
+
.array(z
|
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60
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+
.object({
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61
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+
tag: z
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62
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+
.string()
|
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63
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+
.describe('Alternate-definition XBRL tag some filers use as their primary line.'),
|
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64
|
+
note: z
|
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65
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+
.string()
|
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66
|
+
.describe('How this tag differs in definition from the mapped tags.'),
|
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67
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+
})
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68
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+
.describe('One alternate-definition tag and the reason it differs.'))
|
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69
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+
.optional()
|
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70
|
+
.describe('Alternate-DEFINITION tags (different meaning from `tags`, not historical synonyms) that a meaningful share of filers report this metric under instead — surfaced by secedgar_fetch_frames as `related_tags`. Present only when the concept has a known high-coverage alternate (e.g. cash → restricted-cash-inclusive total, equity → NCI-inclusive total). Query these separately; do not blindly union them with the base tag.'),
|
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58
71
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taxonomy: z
|
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59
72
|
.enum(TAXONOMY_VALUES)
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60
73
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.describe('XBRL taxonomy this concept lives in: us-gaap (US filers), ifrs-full (foreign filers), or dei (entity info).'),
|
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@@ -102,6 +115,7 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
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|
102
115
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name: c.name,
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103
116
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label: c.label,
|
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104
117
|
tags: c.tags,
|
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118
|
+
...(c.relatedTags?.length ? { related_tags: c.relatedTags } : {}),
|
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105
119
|
taxonomy: c.taxonomy,
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106
120
|
unit: c.unit,
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107
121
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group: c.group,
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@@ -123,6 +137,10 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
|
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|
123
137
|
}
|
|
124
138
|
const tagList = c.tags.map((t) => `\`${t}\``).join(', ');
|
|
125
139
|
lines.push(`- \`${c.name}\` — ${c.label} (${c.taxonomy}, ${c.unit}) → ${tagList}`);
|
|
140
|
+
if (c.related_tags?.length) {
|
|
141
|
+
const rel = c.related_tags.map((r) => `\`${r.tag}\` (${r.note})`).join('; ');
|
|
142
|
+
lines.push(` related (alternate definition): ${rel}`);
|
|
143
|
+
}
|
|
126
144
|
}
|
|
127
145
|
return [{ type: 'text', text: lines.join('\n') }];
|
|
128
146
|
},
|
|
@@ -1 +1 @@
|
|
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1
|
-
{"version":3,"file":"search-concepts.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AAGjE,MAAM,YAAY,GAAG;IACnB,kBAAkB;IAClB,eAAe;IACf,WAAW;IACX,WAAW;IACX,aAAa;CAC6B,CAAC;AAE7C,MAAM,eAAe,GAAG;IACtB,SAAS;IACT,WAAW;IACX,KAAK;CACwC,CAAC;AAEhD,MAAM,CAAC,MAAM,kBAAkB,GAAG,IAAI,CAAC,0BAA0B,EAAE;IACjE,WAAW,EACT,6UAA6U;IAC/U,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAE/E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,yPAAyP,CAC1P;QACH,KAAK,EAAE,CAAC;aACL,IAAI,CAAC,YAAY,CAAC;aAClB,QAAQ,EAAE;aACV,QAAQ,CACP,uRAAuR,CACxR;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,eAAe,CAAC;aACrB,QAAQ,EAAE;aACV,QAAQ,CACP,6GAA6G,CAC9G;KACJ,CAAC;IAEF,8EAA8E;IAC9E,mFAAmF;IACnF,UAAU,EAAE;QACV,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,uFAAuF,CACxF;KACJ;IAED,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;QACtE,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,oGAAoG,CACrG;YACH,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC3D,IAAI,EAAE,CAAC;iBACJ,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CACP,+IAA+I,CAChJ;YACH,QAAQ,EAAE,CAAC;iBACR,IAAI,CAAC,eAAe,CAAC;iBACrB,QAAQ,CACP,6GAA6G,CAC9G;YACH,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,6GAA6G,CAC9G;YACH,KAAK,EAAE,CAAC;iBACL,IAAI,CAAC,YAAY,CAAC;iBAClB,QAAQ,CACP,mHAAmH,CACpH;SACJ,CAAC;aACD,QAAQ,CAAC,sEAAsE,CAAC,CACpF;aACA,QAAQ,CAAC,gEAAgE,CAAC;KAC9E,CAAC;IAEF,OAAO,CAAC,KAAK,EAAE,GAAG;QAChB,2EAA2E;QAC3E,yEAAyE;QACzE,sEAAsE;QACtE,IAAI,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,MAAM,IAAI,EAAE,EAAE,KAAK,CAAC,QAAQ,CAAC,CAAC;QAEjE,IAAI,KAAK,CAAC,KAAK,EAAE,CAAC;YAChB,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,KAAK,KAAK,CAAC,KAAK,CAAC,CAAC;QAC3D,CAAC;QACD,IAAI,KAAK,CAAC,QAAQ,IAAI,KAAK,CAAC,QAAQ,KAAK,WAAW,EAAE,CAAC;YACrD,0EAA0E;YAC1E,uEAAuE;YACvE,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,KAAK,KAAK,CAAC,QAAQ,CAAC,CAAC;QACjE,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,0BAA0B,EAAE;YACvC,MAAM,EAAE,KAAK,CAAC,MAAM;YACpB,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,QAAQ,EAAE,KAAK,CAAC,QAAQ;YACxB,OAAO,EAAE,OAAO,CAAC,MAAM;SACxB,CAAC,CAAC;QAEH,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACzB,MAAM,OAAO,GAAa,EAAE,CAAC;YAC7B,IAAI,KAAK,CAAC,KAAK;gBAAE,OAAO,CAAC,IAAI,CAAC,SAAS,KAAK,CAAC,KAAK,EAAE,CAAC,CAAC;YACtD,IAAI,KAAK,CAAC,QAAQ;gBAAE,OAAO,CAAC,IAAI,CAAC,YAAY,KAAK,CAAC,QAAQ,EAAE,CAAC,CAAC;YAC/D,MAAM,YAAY,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,kBAAkB,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;YACnF,GAAG,CAAC,MAAM,CAAC,MAAM,CACf,wBAAwB,KAAK,CAAC,MAAM,IAAI,OAAO,IAAI,YAAY,kGAAkG,CAClK,CAAC;QACJ,CAAC;QAED,OAAO;YACL,KAAK,EAAE,OAAO,CAAC,MAAM;YACrB,QAAQ,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;gBAC5B,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;gBACd,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,QAAQ,EAAE,CAAC,CAAC,QAAQ;gBACpB,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;aACf,CAAC,CAAC;SACJ,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,IAAI,MAAM,CAAC,KAAK,KAAK,CAAC,EAAE,CAAC;YACvB,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,mBAAmB,EAAE,CAAC,CAAC;QACvD,CAAC;QAED,MAAM,KAAK,GAAG,CAAC,SAAS,MAAM,CAAC,KAAK,WAAW,MAAM,CAAC,KAAK,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,GAAG,GAAG,EAAE,EAAE,CAAC,CAAC;QAErF,IAAI,YAAgC,CAAC;QACrC,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YAChC,IAAI,CAAC,CAAC,KAAK,KAAK,YAAY,EAAE,CAAC;gBAC7B,IAAI,YAAY;oBAAE,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;gBACjC,KAAK,CAAC,IAAI,CAAC,MAAM,WAAW,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC;gBAC1D,YAAY,GAAG,CAAC,CAAC,KAAK,CAAC;YACzB,CAAC;YACD,MAAM,OAAO,GAAG,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YACzD,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,IAAI,QAAQ,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC,QAAQ,KAAK,CAAC,CAAC,IAAI,OAAO,OAAO,EAAE,CAAC,CAAC;
|
|
1
|
+
{"version":3,"file":"search-concepts.tool.js","sourceRoot":"","sources":["../../../../src/mcp-server/tools/definitions/search-concepts.tool.ts"],"names":[],"mappings":"AAAA;;;;;GAKG;AAEH,OAAO,EAAE,IAAI,EAAE,CAAC,EAAE,MAAM,wBAAwB,CAAC;AACjD,OAAO,EAAE,cAAc,EAAE,MAAM,iCAAiC,CAAC;AAGjE,MAAM,YAAY,GAAG;IACnB,kBAAkB;IAClB,eAAe;IACf,WAAW;IACX,WAAW;IACX,aAAa;CAC6B,CAAC;AAE7C,MAAM,eAAe,GAAG;IACtB,SAAS;IACT,WAAW;IACX,KAAK;CACwC,CAAC;AAEhD,MAAM,CAAC,MAAM,kBAAkB,GAAG,IAAI,CAAC,0BAA0B,EAAE;IACjE,WAAW,EACT,6UAA6U;IAC/U,WAAW,EAAE,EAAE,YAAY,EAAE,IAAI,EAAE,cAAc,EAAE,IAAI,EAAE,aAAa,EAAE,KAAK,EAAE;IAE/E,KAAK,EAAE,CAAC,CAAC,MAAM,CAAC;QACd,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,yPAAyP,CAC1P;QACH,KAAK,EAAE,CAAC;aACL,IAAI,CAAC,YAAY,CAAC;aAClB,QAAQ,EAAE;aACV,QAAQ,CACP,uRAAuR,CACxR;QACH,QAAQ,EAAE,CAAC;aACR,IAAI,CAAC,eAAe,CAAC;aACrB,QAAQ,EAAE;aACV,QAAQ,CACP,6GAA6G,CAC9G;KACJ,CAAC;IAEF,8EAA8E;IAC9E,mFAAmF;IACnF,UAAU,EAAE;QACV,MAAM,EAAE,CAAC;aACN,MAAM,EAAE;aACR,QAAQ,EAAE;aACV,QAAQ,CACP,uFAAuF,CACxF;KACJ;IAED,MAAM,EAAE,CAAC,CAAC,MAAM,CAAC;QACf,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,0CAA0C,CAAC;QACtE,QAAQ,EAAE,CAAC;aACR,KAAK,CACJ,CAAC;aACE,MAAM,CAAC;YACN,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,oGAAoG,CACrG;YACH,KAAK,EAAE,CAAC,CAAC,MAAM,EAAE,CAAC,QAAQ,CAAC,+BAA+B,CAAC;YAC3D,IAAI,EAAE,CAAC;iBACJ,KAAK,CAAC,CAAC,CAAC,MAAM,EAAE,CAAC;iBACjB,QAAQ,CACP,+IAA+I,CAChJ;YACH,YAAY,EAAE,CAAC;iBACZ,KAAK,CACJ,CAAC;iBACE,MAAM,CAAC;gBACN,GAAG,EAAE,CAAC;qBACH,MAAM,EAAE;qBACR,QAAQ,CACP,sEAAsE,CACvE;gBACH,IAAI,EAAE,CAAC;qBACJ,MAAM,EAAE;qBACR,QAAQ,CAAC,0DAA0D,CAAC;aACxE,CAAC;iBACD,QAAQ,CAAC,yDAAyD,CAAC,CACvE;iBACA,QAAQ,EAAE;iBACV,QAAQ,CACP,kaAAka,CACna;YACH,QAAQ,EAAE,CAAC;iBACR,IAAI,CAAC,eAAe,CAAC;iBACrB,QAAQ,CACP,6GAA6G,CAC9G;YACH,IAAI,EAAE,CAAC;iBACJ,MAAM,EAAE;iBACR,QAAQ,CACP,6GAA6G,CAC9G;YACH,KAAK,EAAE,CAAC;iBACL,IAAI,CAAC,YAAY,CAAC;iBAClB,QAAQ,CACP,mHAAmH,CACpH;SACJ,CAAC;aACD,QAAQ,CAAC,sEAAsE,CAAC,CACpF;aACA,QAAQ,CAAC,gEAAgE,CAAC;KAC9E,CAAC;IAEF,OAAO,CAAC,KAAK,EAAE,GAAG;QAChB,2EAA2E;QAC3E,yEAAyE;QACzE,sEAAsE;QACtE,IAAI,OAAO,GAAG,cAAc,CAAC,KAAK,CAAC,MAAM,IAAI,EAAE,EAAE,KAAK,CAAC,QAAQ,CAAC,CAAC;QAEjE,IAAI,KAAK,CAAC,KAAK,EAAE,CAAC;YAChB,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,KAAK,KAAK,KAAK,CAAC,KAAK,CAAC,CAAC;QAC3D,CAAC;QACD,IAAI,KAAK,CAAC,QAAQ,IAAI,KAAK,CAAC,QAAQ,KAAK,WAAW,EAAE,CAAC;YACrD,0EAA0E;YAC1E,uEAAuE;YACvE,OAAO,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,QAAQ,KAAK,KAAK,CAAC,QAAQ,CAAC,CAAC;QACjE,CAAC;QAED,GAAG,CAAC,GAAG,CAAC,IAAI,CAAC,0BAA0B,EAAE;YACvC,MAAM,EAAE,KAAK,CAAC,MAAM;YACpB,KAAK,EAAE,KAAK,CAAC,KAAK;YAClB,QAAQ,EAAE,KAAK,CAAC,QAAQ;YACxB,OAAO,EAAE,OAAO,CAAC,MAAM;SACxB,CAAC,CAAC;QAEH,IAAI,OAAO,CAAC,MAAM,KAAK,CAAC,EAAE,CAAC;YACzB,MAAM,OAAO,GAAa,EAAE,CAAC;YAC7B,IAAI,KAAK,CAAC,KAAK;gBAAE,OAAO,CAAC,IAAI,CAAC,SAAS,KAAK,CAAC,KAAK,EAAE,CAAC,CAAC;YACtD,IAAI,KAAK,CAAC,QAAQ;gBAAE,OAAO,CAAC,IAAI,CAAC,YAAY,KAAK,CAAC,QAAQ,EAAE,CAAC,CAAC;YAC/D,MAAM,YAAY,GAAG,OAAO,CAAC,MAAM,CAAC,CAAC,CAAC,kBAAkB,OAAO,CAAC,IAAI,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,CAAC;YACnF,GAAG,CAAC,MAAM,CAAC,MAAM,CACf,wBAAwB,KAAK,CAAC,MAAM,IAAI,OAAO,IAAI,YAAY,kGAAkG,CAClK,CAAC;QACJ,CAAC;QAED,OAAO;YACL,KAAK,EAAE,OAAO,CAAC,MAAM;YACrB,QAAQ,EAAE,OAAO,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC;gBAC5B,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;gBACd,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,GAAG,CAAC,CAAC,CAAC,WAAW,EAAE,MAAM,CAAC,CAAC,CAAC,EAAE,YAAY,EAAE,CAAC,CAAC,WAAW,EAAE,CAAC,CAAC,CAAC,EAAE,CAAC;gBACjE,QAAQ,EAAE,CAAC,CAAC,QAAQ;gBACpB,IAAI,EAAE,CAAC,CAAC,IAAI;gBACZ,KAAK,EAAE,CAAC,CAAC,KAAK;aACf,CAAC,CAAC;SACJ,CAAC;IACJ,CAAC;IAED,MAAM,EAAE,CAAC,MAAM,EAAE,EAAE;QACjB,IAAI,MAAM,CAAC,KAAK,KAAK,CAAC,EAAE,CAAC;YACvB,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,mBAAmB,EAAE,CAAC,CAAC;QACvD,CAAC;QAED,MAAM,KAAK,GAAG,CAAC,SAAS,MAAM,CAAC,KAAK,WAAW,MAAM,CAAC,KAAK,KAAK,CAAC,CAAC,CAAC,CAAC,EAAE,CAAC,CAAC,CAAC,GAAG,GAAG,EAAE,EAAE,CAAC,CAAC;QAErF,IAAI,YAAgC,CAAC;QACrC,KAAK,MAAM,CAAC,IAAI,MAAM,CAAC,QAAQ,EAAE,CAAC;YAChC,IAAI,CAAC,CAAC,KAAK,KAAK,YAAY,EAAE,CAAC;gBAC7B,IAAI,YAAY;oBAAE,KAAK,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;gBACjC,KAAK,CAAC,IAAI,CAAC,MAAM,WAAW,CAAC,CAAC,CAAC,KAAK,CAAC,OAAO,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC;gBAC1D,YAAY,GAAG,CAAC,CAAC,KAAK,CAAC;YACzB,CAAC;YACD,MAAM,OAAO,GAAG,CAAC,CAAC,IAAI,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,IAAI,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;YACzD,KAAK,CAAC,IAAI,CAAC,OAAO,CAAC,CAAC,IAAI,QAAQ,CAAC,CAAC,KAAK,KAAK,CAAC,CAAC,QAAQ,KAAK,CAAC,CAAC,IAAI,OAAO,OAAO,EAAE,CAAC,CAAC;YACnF,IAAI,CAAC,CAAC,YAAY,EAAE,MAAM,EAAE,CAAC;gBAC3B,MAAM,GAAG,GAAG,CAAC,CAAC,YAAY,CAAC,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,KAAK,CAAC,CAAC,GAAG,OAAO,CAAC,CAAC,IAAI,GAAG,CAAC,CAAC,IAAI,CAAC,IAAI,CAAC,CAAC;gBAC7E,KAAK,CAAC,IAAI,CAAC,uCAAuC,GAAG,EAAE,CAAC,CAAC;YAC3D,CAAC;QACH,CAAC;QAED,OAAO,CAAC,EAAE,IAAI,EAAE,MAAM,EAAE,IAAI,EAAE,KAAK,CAAC,IAAI,CAAC,IAAI,CAAC,EAAE,CAAC,CAAC;IACpD,CAAC;CACF,CAAC,CAAC;AAEH,SAAS,WAAW,CAAC,KAAmB;IACtC,OAAO,KAAK;SACT,KAAK,CAAC,GAAG,CAAC;SACV,GAAG,CAAC,CAAC,CAAC,EAAE,EAAE,CAAC,CAAC,CAAC,CAAC,CAAC,EAAE,WAAW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@@ -105,7 +105,7 @@ export const searchFilingsTool = tool('secedgar_search_filings', {
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105
105
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forms: z
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106
106
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.array(z.string())
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107
107
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.optional()
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108
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-
.describe('Filter to specific form types (e.g., ["10-K", "10-Q", "8-K"]). Without this, searches all form types. Note: "10-K" also matches amendments filed as 10-K/A.'),
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108
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+
.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. Ownership forms (3, 4, 5) are indexed by the reporting person (e.g., "LEVINSON ARTHUR D"), not the issuer — rows carry no transaction code, share count, or price. Use secedgar_get_insider_transactions to retrieve parsed ownership XML with person, relationship, transaction code, shares, and price.'),
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109
109
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start_date: z
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110
110
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.union([
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111
111
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z.literal(''),
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@@ -1 +1 @@
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1
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-
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1
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+
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@@ -1 +1 @@
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1
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-
{"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;
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1
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+
{"version":3,"file":"concept-map.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,OAAO,KAAK,EAAE,cAAc,EAAE,MAAM,YAAY,CAAC;AAuSjD;;;GAGG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,GAAG,cAAc,GAAG,SAAS,CAGxE;AAED,kEAAkE;AAClE,wBAAgB,cAAc,IAAI,MAAM,CAAC,MAAM,EAAE,cAAc,CAAC,CAE/D;AAED,wFAAwF;AACxF,MAAM,WAAW,YAAa,SAAQ,cAAc;IAClD,IAAI,EAAE,MAAM,CAAC;CACd;AAED;;GAEG;AACH,wBAAgB,YAAY,IAAI,YAAY,EAAE,CAI7C;AAUD;;;;;;;GAOG;AACH,wBAAgB,cAAc,CAAC,KAAK,EAAE,MAAM,EAAE,QAAQ,CAAC,EAAE,MAAM,GAAG,YAAY,EAAE,CAqB/E"}
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@@ -74,6 +74,12 @@ const CONCEPT_MAP = {
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74
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equity: {
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group: 'balance_sheet',
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76
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tags: ['StockholdersEquity'],
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77
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+
relatedTags: [
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+
{
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79
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tag: 'StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest',
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note: 'Total equity including noncontrolling interests; the primary line for filers with material minority interests.',
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81
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+
},
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+
],
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taxonomy: 'us-gaap',
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unit: 'USD',
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label: "Stockholders' Equity",
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@@ -81,6 +87,12 @@ const CONCEPT_MAP = {
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cash: {
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group: 'balance_sheet',
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tags: ['CashAndCashEquivalentsAtCarryingValue'],
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90
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+
relatedTags: [
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+
{
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tag: 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents',
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93
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+
note: 'Total including restricted cash (the ASU 2016-18 cash-flow reconciliation total); the primary line for many banks and filers with restricted cash.',
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94
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+
},
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+
],
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|
taxonomy: 'us-gaap',
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85
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unit: 'USD',
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86
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label: 'Cash and Cash Equivalents',
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@@ -102,6 +114,12 @@ const CONCEPT_MAP = {
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operating_cash_flow: {
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group: 'cash_flow',
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tags: ['NetCashProvidedByUsedInOperatingActivities'],
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117
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+
relatedTags: [
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118
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+
{
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119
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tag: 'NetCashProvidedByUsedInOperatingActivitiesContinuingOperations',
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120
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+
note: 'Continuing operations only — excludes discontinued operations; some filers report only this variant.',
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121
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+
},
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+
],
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105
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|
taxonomy: 'us-gaap',
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106
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unit: 'USD',
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label: 'Operating Cash Flow',
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@@ -249,6 +267,12 @@ const CONCEPT_MAP = {
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investing_cash_flow: {
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250
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|
group: 'cash_flow',
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251
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|
tags: ['NetCashProvidedByUsedInInvestingActivities'],
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270
|
+
relatedTags: [
|
|
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|
+
{
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+
tag: 'NetCashProvidedByUsedInInvestingActivitiesContinuingOperations',
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+
note: 'Continuing operations only — excludes discontinued operations; some filers report only this variant.',
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+
},
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+
],
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|
taxonomy: 'us-gaap',
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253
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|
unit: 'USD',
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|
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|
label: 'Investing Cash Flow',
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@@ -256,6 +280,12 @@ const CONCEPT_MAP = {
|
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256
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|
financing_cash_flow: {
|
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257
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|
group: 'cash_flow',
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|
258
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|
tags: ['NetCashProvidedByUsedInFinancingActivities'],
|
|
283
|
+
relatedTags: [
|
|
284
|
+
{
|
|
285
|
+
tag: 'NetCashProvidedByUsedInFinancingActivitiesContinuingOperations',
|
|
286
|
+
note: 'Continuing operations only — excludes discontinued operations; some filers report only this variant.',
|
|
287
|
+
},
|
|
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|
+
],
|
|
259
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|
taxonomy: 'us-gaap',
|
|
260
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|
unit: 'USD',
|
|
261
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|
label: 'Financing Cash Flow',
|
|
@@ -311,6 +341,7 @@ export function searchConcepts(query, taxonomy) {
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|
normalizeForSearch(entry.label),
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|
...entry.tags.map(normalizeForSearch),
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|
...(entry.ifrsTags ?? []).map(normalizeForSearch),
|
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|
+
...(entry.relatedTags ?? []).map((r) => normalizeForSearch(r.tag)),
|
|
314
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|
];
|
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315
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|
return haystacks.some((h) => h.includes(needle));
|
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|
});
|
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@@ -1 +1 @@
|
|
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1
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-
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+
{"version":3,"file":"concept-map.js","sourceRoot":"","sources":["../../../src/services/edgar/concept-map.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAIH,4FAA4F;AAC5F,MAAM,WAAW,GAAmC;IAClD,OAAO,EAAE;QACP,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE;YACJ,qDAAqD;YACrD,UAAU;YACV,iBAAiB;YACjB,sBAAsB;SACvB;QACD,6DAA6D;QAC7D,QAAQ,EAAE,CAAC,mCAAmC,EAAE,SAAS,CAAC;QAC1D,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,SAAS;KACjB;IACD,UAAU,EAAE;QACV,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,eAAe,CAAC;QACvB,6DAA6D;QAC7D,QAAQ,EAAE,CAAC,YAAY,CAAC;QACxB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,mBAAmB;KAC3B;IACD,gBAAgB,EAAE;QAChB,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,qBAAqB,CAAC;QAC7B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,yBAAyB;KACjC;IACD,YAAY,EAAE;QACZ,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,aAAa,CAAC;QACrB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,cAAc;KACtB;IACD,SAAS,EAAE;QACT,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,uBAAuB,CAAC;QAC/B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,YAAY;QAClB,KAAK,EAAE,4BAA4B;KACpC;IACD,WAAW,EAAE;QACX,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,yBAAyB,CAAC;QACjC,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,YAAY;QAClB,KAAK,EAAE,8BAA8B;KACtC;IACD,MAAM,EAAE;QACN,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,QAAQ,CAAC;QAChB,6DAA6D;QAC7D,QAAQ,EAAE,CAAC,QAAQ,CAAC;QACpB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,cAAc;KACtB;IACD,WAAW,EAAE;QACX,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,aAAa,CAAC;QACrB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,mBAAmB;KAC3B;IACD,MAAM,EAAE;QACN,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,oBAAoB,CAAC;QAC5B,WAAW,EAAE;YACX;gBACE,GAAG,EAAE,wEAAwE;gBAC7E,IAAI,EAAE,gHAAgH;aACvH;SACF;QACD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,sBAAsB;KAC9B;IACD,IAAI,EAAE;QACJ,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,uCAAuC,CAAC;QAC/C,WAAW,EAAE;YACX;gBACE,GAAG,EAAE,+DAA+D;gBACpE,IAAI,EAAE,oJAAoJ;aAC3J;SACF;QACD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,2BAA2B;KACnC;IACD,IAAI,EAAE;QACJ,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,cAAc,EAAE,wBAAwB,CAAC;QAChD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,gBAAgB;KACxB;IACD,kBAAkB,EAAE;QAClB,KAAK,EAAE,aAAa;QACpB,IAAI,EAAE,CAAC,oCAAoC,CAAC;QAC5C,QAAQ,EAAE,KAAK;QACf,IAAI,EAAE,QAAQ;QACd,KAAK,EAAE,oBAAoB;KAC5B;IACD,mBAAmB,EAAE;QACnB,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,4CAA4C,CAAC;QACpD,WAAW,EAAE;YACX;gBACE,GAAG,EAAE,gEAAgE;gBACrE,IAAI,EAAE,sGAAsG;aAC7G;SACF;QACD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,qBAAqB;KAC7B;IACD,KAAK,EAAE;QACL,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,4CAA4C,CAAC;QACpD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,sBAAsB;KAC9B;IACD,yBAAyB,EAAE;QACzB,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,sCAAsC,EAAE,6BAA6B,EAAE,cAAc,CAAC;QAC7F,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,6BAA6B;KACrC;IACD,wFAAwF;IACxF,wFAAwF;IACxF,qBAAqB;IACrB,aAAa,EAAE;QACb,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,sBAAsB,EAAE,cAAc,EAAE,cAAc,CAAC;QAC9D,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,eAAe;KACvB;IAED,mBAAmB;IACnB,IAAI,EAAE;QACJ,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,4BAA4B,EAAE,eAAe,EAAE,iBAAiB,CAAC;QACxE,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,oBAAoB;KAC5B;IACD,UAAU,EAAE;QACV,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,+BAA+B,CAAC;QACvC,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,gCAAgC;KACxC;IACD,WAAW,EAAE;QACX,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,wCAAwC,CAAC;QAChD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,2CAA2C;KACnD;IACD,gBAAgB,EAAE;QAChB,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,iBAAiB,EAAE,qBAAqB,CAAC;QAChD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,kBAAkB;KAC1B;IACD,WAAW,EAAE;QACX,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,yBAAyB,CAAC;QACjC,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,8BAA8B;KACtC;IACD,wBAAwB,EAAE;QACxB,KAAK,EAAE,kBAAkB;QACzB,IAAI,EAAE,CAAC,wBAAwB,EAAE,wCAAwC,CAAC;QAC1E,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,0BAA0B;KAClC;IAED,gBAAgB;IAChB,cAAc,EAAE;QACd,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,eAAe,CAAC;QACvB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,gBAAgB;KACxB;IACD,mBAAmB,EAAE;QACnB,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,oBAAoB,CAAC;QAC5B,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,qBAAqB;KAC7B;IACD,SAAS,EAAE;QACT,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,cAAc,EAAE,gBAAgB,CAAC;QACxC,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,WAAW;KACnB;IACD,mBAAmB,EAAE;QACnB,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE;YACJ,8BAA8B;YAC9B,uBAAuB;YACvB,gCAAgC;SACjC;QACD,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,2BAA2B;KACnC;IACD,gBAAgB,EAAE;QAChB,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,wBAAwB,CAAC;QAChC,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,kBAAkB;KAC1B;IACD,QAAQ,EAAE;QACR,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,UAAU,CAAC;QAClB,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,UAAU;KAClB;IACD,iBAAiB,EAAE;QACjB,KAAK,EAAE,eAAe;QACtB,IAAI,EAAE,CAAC,gCAAgC,EAAE,sCAAsC,CAAC;QAChF,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,yBAAyB;KACjC;IAED,YAAY;IACZ,cAAc,EAAE;QACd,KAAK,EAAE,WAAW;QAClB,IAAI,EAAE,CAAC,qBAAqB,EAAE,gCAAgC,CAAC;QAC/D,QAAQ,EAAE,SAAS;QACnB,IAAI,EAAE,KAAK;QACX,KAAK,EAAE,gBAAgB;KACxB;IACD,i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@@ -148,6 +148,13 @@ export interface FrameEntry {
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148
148
|
export type ConceptGroup = 'income_statement' | 'balance_sheet' | 'cash_flow' | 'per_share' | 'entity_info';
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|
149
149
|
/** XBRL taxonomy a concept belongs to. */
|
|
150
150
|
export type ConceptTaxonomy = 'us-gaap' | 'ifrs-full' | 'dei';
|
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151
|
+
/** An alternate-semantics XBRL tag related to a concept, with the reason it differs. */
|
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152
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+
export interface RelatedTag {
|
|
153
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+
/** How this tag differs semantically from the mapped tag (e.g. "includes restricted cash"). */
|
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154
|
+
note: string;
|
|
155
|
+
/** XBRL tag a meaningful share of filers report this metric under instead. */
|
|
156
|
+
tag: string;
|
|
157
|
+
}
|
|
151
158
|
/** Friendly concept name mapping. */
|
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152
159
|
export interface ConceptMapping {
|
|
153
160
|
group: ConceptGroup;
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@@ -158,6 +165,15 @@ export interface ConceptMapping {
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|
158
165
|
*/
|
|
159
166
|
ifrsTags?: string[];
|
|
160
167
|
label: string;
|
|
168
|
+
/**
|
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169
|
+
* Alternate-semantics XBRL tags a meaningful share of filers use as their primary
|
|
170
|
+
* line for this metric, surfaced as a hint by `secedgar_fetch_frames`. NOT pure
|
|
171
|
+
* synonyms of `tags` (those differ historically but mean the same thing) — these
|
|
172
|
+
* carry a different definition (e.g. cash incl. restricted cash, equity incl.
|
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173
|
+
* noncontrolling interest), so they are deliberately kept OUT of `tags` to avoid
|
|
174
|
+
* conflating them into `secedgar_get_financials`' first-non-null fallback chain.
|
|
175
|
+
*/
|
|
176
|
+
relatedTags?: RelatedTag[];
|
|
161
177
|
tags: string[];
|
|
162
178
|
taxonomy: ConceptTaxonomy;
|
|
163
179
|
unit: string;
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|
@@ -1 +1 @@
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1
|
-
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|
|
1
|
+
{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../../src/services/edgar/types.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAEH,8DAA8D;AAC9D,MAAM,WAAW,QAAQ;IACvB,GAAG,EAAE,MAAM,CAAC;IACZ,QAAQ,CAAC,EAAE,MAAM,CAAC;IAClB,IAAI,CAAC,EAAE,MAAM,CAAC;IACd,MAAM,CAAC,EAAE,MAAM,CAAC;CACjB;AAED,iDAAiD;AACjD,MAAM,WAAW,WAAW;IAC1B,OAAO,EAAE,MAAM,CAAC;IAChB,MAAM,EAAE,MAAM,CAAC;IACf,KAAK,EAAE,MAAM,CAAC;CACf;AAED,qEAAqE;AACrE,MAAM,WAAW,mBAAmB;IAClC,GAAG,EAAE,MAAM,CAAC;IACZ,UAAU,EAAE,MAAM,CAAC;IACnB,SAAS,EAAE,MAAM,EAAE,CAAC;IACpB,OAAO,EAAE;QACP,MAAM,EAAE,aAAa,CAAC;QACtB,KAAK,EAAE,KAAK,CAAC;YAAE,IAAI,EAAE,MAAM,CAAC;YAAC,WAAW,EAAE,MAAM,CAAC;YAAC,UAAU,EAAE,MAAM,CAAC;YAAC,QAAQ,EAAE,MAAM,CAAA;SAAE,CAAC,CAAC;KAC3F,CAAC;IACF,aAAa,EAAE,MAAM,CAAC;IACtB,IAAI,EAAE,MAAM,CAAC;IACb,GAAG,EAAE,MAAM,CAAC;IACZ,cAAc,EAAE,MAAM,CAAC;IACvB,oBAAoB,CAAC,EAAE,MAAM,CAAC;IAC9B,OAAO,EAAE,MAAM,EAAE,CAAC;CACnB;AAED,+DAA+D;AAC/D,MAAM,WAAW,aAAa;IAC5B,eAAe,EAAE,MAAM,EAAE,CAAC;IAC1B,UAAU,EAAE,MAAM,EAAE,CAAC;IACrB,IAAI,EAAE,MAAM,EAAE,CAAC;IACf,qBAAqB,EAAE,MAAM,EAAE,CAAC;IAChC,eAAe,EAAE,MAAM,EAAE,CAAC;IAC1B,UAAU,EAAE,MAAM,EAAE,CAAC;CACtB;AAED,sCAAsC;AACtC,MAAM,WAAW,YAAY;IAC3B,YAAY,CAAC,EAAE;QACb,WAAW,CAAC,EAAE;YAAE,OAAO,EAAE,KAAK,CAAC;gBAAE,GAAG,EAAE,MAAM,CAAC;gBAAC,SAAS,EAAE,MAAM,CAAA;aAAE,CAAC,CAAA;SAAE,CAAC;KACtE,CAAC;IACF,IAAI,EAAE;QACJ,IAAI,EAAE,OAAO,EAAE,CAAC;QAChB,KAAK,EAAE;YAAE,KAAK,EAAE,MAAM,CAAC;YAAC,QAAQ,EAAE,MAAM,CAAA;SAAE,CAAC;KAC5C,CAAC;IACF,KAAK,EAAE;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,MAAM,CAAC;QAAC,KAAK,EAAE,MAAM,CAAA;KAAE,CAAC;CACtD;AAED,MAAM,WAAW,OAAO;IACtB,GAAG,EAAE,MAAM,CAAC;IACZ,OAAO,EAAE;QACP,IAAI,EAAE,MAAM,CAAC;QACb,IAAI,CAAC,EAAE,MAAM,EAAE,CAAC;QAChB,aAAa,CAAC,EAAE,MAAM,EAAE,CAAC;QACzB,SAAS,EAAE,MAAM,CAAC;QAClB,gBAAgB,CAAC,EAAE,MAAM,CAAC;QAC1B,QAAQ,CAAC,EAAE,MAAM,EAAE,CAAC;QACpB,SAAS,CAAC,EAAE,MAAM,CAAC;QACnB,QAAQ,CAAC,EAAE,MAAM,EAAE,CAAC;QACpB,IAAI,CAAC,EAAE,MAAM,CAAC;QACd,aAAa,CAAC,EAAE,MAAM,EAAE,CAAC;QACzB,UAAU,CAAC,EAAE,MAAM,EAAE,CAAC;QACtB,KAAK,CAAC,EAAE,MAAM,EAAE,CAAC;QACjB,aAAa,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;QAC9B,UAAU,CAAC,EAAE,MAAM,EAAE,CAAC;QACtB,QAAQ,CAAC,EAAE,MAAM,CAAC;QAClB,IAAI,CAAC,EAAE,MAAM,EAAE,CAAC;QAChB,GAAG,CAAC,EAAE,MAAM,GAAG,IAAI,CAAC;KACrB,CAAC;CACH;AAED,kCAAkC;AAClC,MAAM,WAAW,WAAW;IAC1B,SAAS,EAAE;QACT,IAAI,EAAE,MAAM,CAAC;QACb,IAAI,EAAE,KAAK,CAAC;YAAE,IAAI,EAAE,MAAM,CAAC;YAAC,IAAI,EAAE,MAAM,CAAC;YAAC,IAAI,EAAE,MAAM,CAAC;YAAC,eAAe,EAAE,MAAM,CAAA;SAAE,CAAC,CAAC;KACpF,CAAC;CACH;AAED,wCAAwC;AACxC,MAAM,WAAW,sBAAsB;IACrC,GAAG,EAAE,MAAM,CAAC;IACZ,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,UAAU,EAAE,MAAM,CAAC;IACnB,KAAK,EAAE,MAAM,CAAC;IACd,GAAG,EAAE,MAAM,CAAC;IACZ,QAAQ,EAAE,MAAM,CAAC;IACjB,KAAK,EAAE,MAAM,CAAC,MAAM,EAAE,kBAAkB,EAAE,CAAC,CAAC;CAC7C;AAED,MAAM,WAAW,kBAAkB;IACjC,IAAI,EAAE,MAAM,CAAC;IACb,GAAG,EAAE,MAAM,CAAC;IACZ,KAAK,EAAE,MAAM,CAAC;IACd,IAAI,EAAE,MAAM,CAAC;IACb,EAAE,EAAE,MAAM,CAAC;IACX,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,EAAE,EAAE,MAAM,CAAC;IACX,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,GAAG,EAAE,MAAM,CAAC;CACb;AAED,gCAAgC;AAChC,MAAM,WAAW,cAAc;IAC7B,GAAG,EAAE,MAAM,CAAC;IACZ,IAAI,EAAE,UAAU,EAAE,CAAC;IACnB,WAAW,CAAC,EAAE,MAAM,CAAC;IACrB,KAAK,EAAE,MAAM,CAAC;IACd,GAAG,EAAE,MAAM,CAAC;IACZ,GAAG,EAAE,MAAM,CAAC;IACZ,QAAQ,EAAE,MAAM,CAAC;IACjB,GAAG,EAAE,MAAM,CAAC;CACb;AAED,MAAM,WAAW,UAAU;IACzB,IAAI,EAAE,MAAM,CAAC;IACb,GAAG,EAAE,MAAM,CAAC;IACZ,GAAG,EAAE,MAAM,CAAC;IACZ,UAAU,EAAE,MAAM,CAAC;IACnB,GAAG,EAAE,MAAM,CAAC;IACZ,kFAAkF;IAClF,KAAK,CAAC,EAAE,MAAM,CAAC;IACf,GAAG,EAAE,MAAM,CAAC;CACb;AAED,sDAAsD;AACtD,MAAM,MAAM,YAAY,GACpB,kBAAkB,GAClB,eAAe,GACf,WAAW,GACX,WAAW,GACX,aAAa,CAAC;AAElB,0CAA0C;AAC1C,MAAM,MAAM,eAAe,GAAG,SAAS,GAAG,WAAW,GAAG,KAAK,CAAC;AAE9D,wFAAwF;AACxF,MAAM,WAAW,UAAU;IACzB,+FAA+F;IAC/F,IAAI,EAAE,MAAM,CAAC;IACb,8EAA8E;IAC9E,GAAG,EAAE,MAAM,CAAC;CACb;AAED,qCAAqC;AACrC,MAAM,WAAW,cAAc;IAC7B,KAAK,EAAE,YAAY,CAAC;IACpB;;;;OAIG;IACH,QAAQ,CAAC,EAAE,MAAM,EAAE,CAAC;IACpB,KAAK,EAAE,MAAM,CAAC;IACd;;;;;;;OAOG;IACH,WAAW,CAAC,EAAE,UAAU,EAAE,CAAC;IAC3B,IAAI,EAAE,MAAM,EAAE,CAAC;IACf,QAAQ,EAAE,eAAe,CAAC;IAC1B,IAAI,EAAE,MAAM,CAAC;CACd"}
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@cyanheads/secedgar-mcp-server",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.9.0",
|
|
4
4
|
"description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
|
|
5
5
|
"mcpName": "io.github.cyanheads/secedgar-mcp-server",
|
|
6
6
|
"type": "module",
|
|
@@ -107,7 +107,7 @@
|
|
|
107
107
|
"devDependencies": {
|
|
108
108
|
"@biomejs/biome": "^2.4.16",
|
|
109
109
|
"@types/html-to-text": "^9.0.4",
|
|
110
|
-
"@types/node": "^25.9.
|
|
110
|
+
"@types/node": "^25.9.2",
|
|
111
111
|
"depcheck": "^1.4.7",
|
|
112
112
|
"ignore": "^7.0.5",
|
|
113
113
|
"tsc-alias": "^1.8.17",
|
package/server.json
CHANGED
|
@@ -6,7 +6,7 @@
|
|
|
6
6
|
"url": "https://github.com/cyanheads/secedgar-mcp-server",
|
|
7
7
|
"source": "github"
|
|
8
8
|
},
|
|
9
|
-
"version": "0.
|
|
9
|
+
"version": "0.9.0",
|
|
10
10
|
"remotes": [
|
|
11
11
|
{
|
|
12
12
|
"type": "streamable-http",
|
|
@@ -19,7 +19,7 @@
|
|
|
19
19
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
20
20
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
21
21
|
"runtimeHint": "bun",
|
|
22
|
-
"version": "0.
|
|
22
|
+
"version": "0.9.0",
|
|
23
23
|
"environmentVariables": [
|
|
24
24
|
{
|
|
25
25
|
"name": "EDGAR_USER_AGENT",
|
|
@@ -44,7 +44,7 @@
|
|
|
44
44
|
"registryBaseUrl": "https://registry.npmjs.org",
|
|
45
45
|
"identifier": "@cyanheads/secedgar-mcp-server",
|
|
46
46
|
"runtimeHint": "bun",
|
|
47
|
-
"version": "0.
|
|
47
|
+
"version": "0.9.0",
|
|
48
48
|
"environmentVariables": [
|
|
49
49
|
{
|
|
50
50
|
"name": "EDGAR_USER_AGENT",
|