npm - @cyanheads/secedgar-mcp-server - Versions diffs - 0.8.4 → 0.9.0 - Mend

@cyanheads/secedgar-mcp-server 0.8.4 → 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.

Files changed (29) hide show

package/README.md CHANGED Viewed

@@ -99,6 +99,7 @@ Surface Form 3/4/5 insider activity for a company by parsing ownership XML.
 - Transaction code mapped to a readable type (purchase, sale, gift, award, exercise, …); shares signed by acquired/disposed
 - Price per share and shares owned after each transaction; covers non-derivative (open-market) and derivative (option/RSU) lines
 - Filter by `transaction_type` (`purchase`, `sale`, `all`); scans newest filings first
+- The full set of transactions parsed from the scanned recent filings is materialized as a `df_<id>` dataframe (the inline list is a preview capped at `limit`) — query it with `secedgar_dataframe_query` to aggregate net buy/sell by insider
 ---
@@ -111,6 +112,7 @@ Surface 13F-HR quarterly institutional holdings by parsing the information table
 - Sub-lines for the same security (one per manager/account) are consolidated into distinct positions sorted by value by default — pass `consolidate: false` for raw filing rows
 - Resolves the filing-manager name and reporting quarter from the cover page; target a specific quarter with `quarter` (e.g. `"2025-Q4"`)
 - `total_holdings_in_filing` counts raw info-table rows; `total_positions` counts distinct positions after consolidation (both before `limit`)
+- The full parsed holdings set is materialized as a `df_<id>` dataframe (the inline list is a preview capped at `limit`) — query it with `secedgar_dataframe_query` for full-filing aggregation or cross-quarter joins on `cusip` + `reporting_period`
 ---
@@ -122,6 +124,7 @@ Fetch SEC XBRL frames for one concept × one period across all reporting compani
 - Supports annual (`CY2023`), quarterly (`CY2024Q2`), and instant (`CY2023Q4I`) periods
 - Inline response returns the top N ranked companies (sort + limit), with ticker enrichment
 - The full frames response (all reporters, typically 2k–10k rows) is materialized as a `df_<id>` dataframe — query it with `secedgar_dataframe_query`
+- `related_tags` flags alternate-definition tags some filers use as their primary line (e.g. `cash` → restricted-cash-inclusive total, `equity` → NCI-inclusive total), so a whole-universe screen on the base tag isn't silently under-inclusive — query those separately
 ---
@@ -132,13 +135,14 @@ Discover supported XBRL concept names before querying financials or cross-compan
 - Search by friendly name, label, or raw XBRL tag
 - Filter by statement group (`income_statement`, `balance_sheet`, `cash_flow`, `per_share`, `entity_info`) or taxonomy
 - Reverse-lookup raw tags like `NetIncomeLoss` to the supported friendly names
+- Surfaces `related_tags` for concepts with a high-coverage alternate-definition tag (e.g. restricted-cash-inclusive cash) so callers can discover them before screening
 - Returns the same catalog used by `secedgar_get_financials`, `secedgar_fetch_frames`, and `secedgar://concepts`
 ---
 ### `secedgar_dataframe_describe` / `secedgar_dataframe_query` / `secedgar_dataframe_drop`
-In-conversation SQL analytics over the dataframes that `secedgar_fetch_frames`, `secedgar_search_filings`, and `secedgar_get_financials` materialize on a shared DuckDB-backed canvas. Each data-returning call adds a `dataset` field with a `df_XXXXX_XXXXX` handle; pass that handle to `secedgar_dataframe_query` for joins, aggregates, window functions, percentiles — standard DuckDB SQL.
+In-conversation SQL analytics over the dataframes that `secedgar_fetch_frames`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_insider_transactions`, and `secedgar_get_institutional_holdings` materialize on a shared DuckDB-backed canvas. Each data-returning call adds a `dataset` field with a `df_XXXXX_XXXXX` handle; pass that handle to `secedgar_dataframe_query` for joins, aggregates, window functions, percentiles — standard DuckDB SQL.
 - **Read-only by default.** Writes, DDL, DROP, COPY, PRAGMA, ATTACH, and external-file table functions are rejected by the framework SQL gate. System catalogs (`information_schema`, `pg_catalog`, `sqlite_master`, `duckdb_*`) are denied at the bridge layer so callers can't enumerate dataframes they don't already hold a handle for. `secedgar_dataframe_drop` is the only destructive tool and is opt-in (`EDGAR_DATAFRAME_DROP_ENABLED=true`); TTL handles cleanup otherwise.
 - **Per-table TTL.** Each dataframe ages on its own clock (default 24h, override with `EDGAR_DATASET_TTL_SECONDS`). The canvas itself uses the framework's sliding TTL.
@@ -175,7 +179,7 @@ SEC EDGAR–specific:
 - Friendly XBRL concept name mapping with historical tag change handling
 - Searchable concept catalog with statement-group metadata and reverse XBRL tag lookup
 - HTML-to-text conversion for filing documents via `html-to-text`
-- In-conversation SQL analytics: `secedgar_fetch_frames`, `secedgar_search_filings`, and `secedgar_get_financials` materialize their full upstream response as a DuckDB-backed canvas dataframe queryable via `secedgar_dataframe_query`
+- In-conversation SQL analytics: `secedgar_fetch_frames`, `secedgar_search_filings`, `secedgar_get_financials`, `secedgar_get_insider_transactions`, and `secedgar_get_institutional_holdings` materialize their full result as a DuckDB-backed canvas dataframe queryable via `secedgar_dataframe_query`
 - No API keys required — SEC EDGAR is a free, public API
 ## Getting started

package/dist/mcp-server/resources/definitions/concepts.resource.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;~~wDAkD3B~~,CAAC"}
1	+ {"version":3,"file":"concepts.resource.d.ts","sourceRoot":"","sources":["../../../../src/mcp-server/resources/definitions/concepts.resource.ts"],"names":[],"mappings":"AAAA;;;;GAIG;AAeH,eAAO,MAAM,gBAAgB;;wDAwD3B,CAAC"}

package/dist/mcp-server/resources/definitions/concepts.resource.js CHANGED Viewed

@@ -33,7 +33,13 @@ export const conceptsResource = resource('secedgar://concepts', {
             lines.push('| Friendly Name | Label | XBRL Tags | Taxonomy | Unit |');
             lines.push('|:------|:------|:----------|:---------|:-----|');
             for (const item of items) {
-                lines.push(`| \`${item.name}\` | ${item.label} | ${item.tags.map((t) => `\`${t}\``).join(', ')} | ${item.taxonomy} | ${item.unit} |`);
+                const tagCell = item.tags.map((t) => `\`${t}\``).join(', ');
+                const altCell = item.relatedTags?.length
+                    ? `<br>_alt (different definition, query separately):_ ${item.relatedTags
+                        .map((r) => `\`${r.tag}\` (${r.note})`)
+                        .join('; ')}`
+                    : '';
+                lines.push(`| \`${item.name}\` | ${item.label} | ${tagCell}${altCell} | ${item.taxonomy} | ${item.unit} |`);
             }
             lines.push('');
         }

package/dist/mcp-server/resources/definitions/concepts.resource.js.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/dataframe-describe.tool.js CHANGED Viewed

@@ -8,7 +8,7 @@ import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
 import { getCanvasBridge } from '../../../services/canvas-bridge/canvas-bridge.js';
 export const dataframeDescribeTool = tool('secedgar_dataframe_describe', {
-    description: 'List dataframes (df_XXXXX_XXXXX) materialized by secedgar_fetch_frames, secedgar_search_filings, and secedgar_get_financials. Each entry surfaces source tool, query parameters, creation/expiry timestamps, row count, column schema, and whether the dataframe is truncated relative to the upstream source.',
+    description: 'List dataframes (df_XXXXX_XXXXX) materialized by secedgar_fetch_frames, secedgar_search_filings, secedgar_get_financials, secedgar_get_insider_transactions, and secedgar_get_institutional_holdings. Each entry surfaces source tool, query parameters, creation/expiry timestamps, row count, column schema, and whether the dataframe is truncated relative to the upstream source.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: false },
     errors: [
         {

package/dist/mcp-server/tools/definitions/dataframe-describe.tool.js.map CHANGED Viewed

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

@@ -46,6 +46,10 @@ export declare const fetchFramesTool: import("@cyanheads/mcp-ts-core").ToolDefin
         expires_at: z.ZodString;
     }, z.core.$strip>>;
     unqueried_tags: z.ZodArray<z.ZodString>;
+    related_tags: z.ZodArray<z.ZodObject<{
+        tag: z.ZodString;
+        note: z.ZodString;
+    }, z.core.$strip>>;
     value_distribution: z.ZodObject<{
         median: z.ZodNumber;
         p95: z.ZodNumber;

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

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/fetch-frames.tool.js CHANGED Viewed

@@ -37,7 +37,7 @@ function fiscalQ4Caveats(period) {
     ];
 }
 export const fetchFramesTool = tool('secedgar_fetch_frames', {
-    description: 'Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns the top N ranked companies; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accepts friendly names like "revenue" or "assets" (discover via secedgar_search_concepts) or raw XBRL tags. One call hits one XBRL tag — when a friendly name maps to multiple tags, the response\'s `unqueried_tags` lists the others; call again per tag and UNION/COALESCE in SQL with an analysis-specific priority (e.g. SalesRevenueGoodsNet is goods-only). Response includes `value_distribution` and `period_end_range` to flag XBRL scale-factor anomalies and fiscal-year mixing.',
+    description: 'Fetch SEC XBRL frames for one concept × one period across all reporting companies. Inline response returns the top N ranked companies; the full frames response (all reporters) is materialized as df_<id> when a canvas is available, queryable via secedgar_dataframe_query. Accepts friendly names like "revenue" or "assets" (discover via secedgar_search_concepts) or raw XBRL tags. One call hits one XBRL tag — when a friendly name maps to multiple same-meaning tags, the response\'s `unqueried_tags` lists the others; call again per tag and UNION/COALESCE in SQL with an analysis-specific priority (e.g. SalesRevenueGoodsNet is goods-only). The response\'s `related_tags` separately flags alternate-DEFINITION tags a meaningful share of filers use as their primary line (e.g. cash incl. restricted cash, equity incl. noncontrolling interest) — a whole-universe screen on the base tag silently omits those filers; query them separately, but do not blindly union (the semantics differ). Response includes `value_distribution` and `period_end_range` to flag XBRL scale-factor anomalies and fiscal-year mixing.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -112,7 +112,17 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             .describe('Canvas dataframe handle holding the full frames response. Absent when canvas is unavailable or materialization failed.'),
         unqueried_tags: z
             .array(z.string())
-            .describe('Other XBRL tags in the same friendly-name mapping that this call did NOT query. Empty for raw tags or single-tag concepts. For "revenue" this typically lists `Revenues`, `SalesRevenueNet`, `SalesRevenueGoodsNet` — filers reporting under legacy variants are absent from `data`; call again per tag and UNION/COALESCE in SQL to recover them.'),
+            .describe('Other same-meaning XBRL tags in the friendly-name mapping that this call did NOT query (historical/variant spellings of the same metric). Empty for raw tags or single-tag concepts — for alternate-DEFINITION tags some filers use instead, see `related_tags`. For "revenue" this typically lists `Revenues`, `SalesRevenueNet`, `SalesRevenueGoodsNet` — filers reporting under legacy variants are absent from `data`; call again per tag and UNION/COALESCE in SQL to recover them.'),
+        related_tags: z
+            .array(z
+            .object({
+            tag: z
+                .string()
+                .describe('Alternate XBRL tag a meaningful share of filers report this metric under instead.'),
+            note: z.string().describe('How this tag differs in definition from the queried tag.'),
+        })
+            .describe('One alternate-definition tag and the reason it differs.'))
+            .describe('Alternate-DEFINITION XBRL tags (distinct from same-meaning `unqueried_tags`) that a meaningful share of filers use as their primary line for this metric — e.g. `cash` filers reporting `CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents` (incl. restricted cash), `equity` filers reporting `StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest` (incl. noncontrolling interest). These filers are NOT in `data` or the dataframe, so a whole-universe screen on the base tag silently under-counts. To recover them, run a separate fetch_frames against the alternate tag — do NOT blindly UNION (definitions differ; you would mix or double-count). Empty when the concept has no known high-coverage alternate.'),
         value_distribution: z
             .object({
             median: z.number().describe('Median reported value across all reporters in the frame.'),
@@ -216,6 +226,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             max: sortedEnds[sortedEnds.length - 1] ?? '',
         };
         const unqueriedTags = mapping ? mapping.tags.slice(1) : [];
+        const relatedTags = mapping?.relatedTags ?? [];
         const caveats = fiscalQ4Caveats(input.period);
         ctx.log.info('Frames fetched', {
             concept: tag,
@@ -234,6 +245,7 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
             data,
             dataset,
             unqueried_tags: unqueriedTags,
+            related_tags: relatedTags,
             value_distribution: valueDistribution,
             period_end_range: periodEndRange,
             caveats,
@@ -259,6 +271,10 @@ export const fetchFramesTool = tool('secedgar_fetch_frames', {
         const tagCount = result.unqueried_tags.length + 1;
         const alsoUnder = result.unqueried_tags.length > 0 ? ` — also: ${result.unqueried_tags.join(', ')}` : '';
         lines.push(`Coverage: 1 of ${tagCount} XBRL tags queried${alsoUnder}`);
+        if (result.related_tags.length > 0) {
+            const rel = result.related_tags.map((r) => `${r.tag} (${r.note})`).join('; ');
+            lines.push(`Related tags (alternate definitions — not in data/df; query separately, don't blindly union): ${rel}`);
+        }
         lines.push(`Value dispersion: median ${result.value_distribution.median.toLocaleString()}, p95 ${result.value_distribution.p95.toLocaleString()}, max ${result.value_distribution.max.toLocaleString()}, max/p95 ${result.value_distribution.max_to_p95_ratio}×`);
         lines.push(`Period ends: ${result.period_end_range.min} → ${result.period_end_range.max}`);
         for (const c of result.caveats) {

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

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

@@ -38,6 +38,12 @@ export declare const getInsiderTransactionsTool: import("@cyanheads/mcp-ts-core"
         ownership_nature: z.ZodOptional<z.ZodString>;
     }, z.core.$strip>>;
     filings_scanned: z.ZodNumber;
+    dataset: z.ZodOptional<z.ZodObject<{
+        name: z.ZodString;
+        row_count: z.ZodNumber;
+        expires_at: z.ZodString;
+        truncated: z.ZodBoolean;
+    }, z.core.$strip>>;
 }, z.core.$strip>, readonly [{
     readonly reason: "company_not_found";
     readonly code: JsonRpcErrorCode.NotFound;

package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/get-insider-transactions.tool.js CHANGED Viewed

@@ -5,11 +5,19 @@
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode } from '@cyanheads/mcp-ts-core/errors';
+import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { parseForm4Xml, } from '../../../services/edgar/ownership-parser.js';
 /** Transaction type filter → SEC transaction codes. */
 const PURCHASE_CODES = new Set(['P']);
 const SALE_CODES = new Set(['S']);
+/**
+ * When a canvas is available, scan up to this many recent Form 4 filings (one
+ * rate-limited fetch each) so the dataframe holds a useful window for aggregation
+ * beyond the inline `limit`. Without a canvas, scanning stops as soon as the
+ * inline limit is met — no extra latency.
+ */
+const INSIDER_CANVAS_FILING_SCAN = 40;
 function matchesFilter(tx, filter) {
     if (filter === 'all')
         return true;
@@ -35,7 +43,7 @@ function ownerRelationship(owner) {
 }
 export const getInsiderTransactionsTool = tool('secedgar_get_insider_transactions', {
     title: 'Get Insider Transactions',
-    description: 'Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded, price per share, and shares owned after the transaction. Covers nonDerivative transactions (open-market buys/sells, gifts) and derivative transactions (option exercises, RSU vests). Use secedgar_search_filings with forms=["4"] for broader date-range queries or to search across all companies.',
+    description: 'Fetch Form 4 insider transactions (purchases, sales, grants, exercises) for a company by parsing SEC EDGAR ownership XML. Returns the reporting person, their relationship to the issuer, transaction date, type, shares traded, price per share, and shares owned after the transaction. Covers nonDerivative transactions (open-market buys/sells, gifts) and derivative transactions (option exercises, RSU vests). When a canvas is available, the full set of transactions parsed from the scanned recent filings is materialized as df_<id> (the inline list is a preview capped at limit) — query it with secedgar_dataframe_query to aggregate net buy/sell by insider. Use secedgar_search_filings with forms=["4"] for broader date-range queries or to search across all companies.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -123,8 +131,21 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
                 .describe('Nature of indirect ownership (e.g., "By Trust", "By Spouse"). Only present when ownership_type is indirect.'),
         })
             .describe('One insider transaction parsed from a Form 4 filing.'))
-            .describe('Insider transactions, newest filing first.'),
+            .describe('Insider transactions, newest filing first. Preview capped at `limit` — the full scanned set lives on the canvas dataframe (see `dataset`).'),
         filings_scanned: z.number().describe('Number of Form 4 filings scanned to produce the result.'),
+        dataset: z
+            .object({
+            name: z
+                .string()
+                .describe('Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.'),
+            row_count: z.number().describe('Rows materialized in the dataframe.'),
+            expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
+            truncated: z
+                .boolean()
+                .describe('True when more recent Form 4 filings exist beyond the scanned window — the dataframe is a recent sample, not the issuer\'s full Form 4 history. Use secedgar_search_filings with forms=["4"] for exhaustive coverage.'),
+        })
+            .optional()
+            .describe('Canvas dataframe holding the full parsed transaction set from the scanned filings (the inline transactions[] is a preview capped at limit). Each row carries the issuer (issuer_cik, issuer_ticker) plus the transaction fields, so it aggregates net buy/sell by insider and joins across issuers. Query with secedgar_dataframe_query. Absent when canvas is unavailable or no transactions were parsed.'),
     }),
     enrichment: {
         notice: z
@@ -152,8 +173,13 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
         }
         const transactions = [];
         let filingsScanned = 0;
+        // With a canvas available, scan deeper than the inline `limit` so the dataframe
+        // holds a useful window for aggregation; without one, stop as soon as the inline
+        // limit is met (preserves the fast, low-fetch path).
+        const bridge = getCanvasBridge();
+        const scanFloor = bridge ? INSIDER_CANVAS_FILING_SCAN : 0;
         for (const filing of filingBatch) {
-            if (transactions.length >= input.limit)
+            if (transactions.length >= input.limit && filingsScanned >= scanFloor)
                 break;
             // primaryDocument may be prefixed with xslF345X06/ — strip to get the bare filename
             const docName = filing.primaryDocument.replace(/^xsl[^/]+\//, '');
@@ -176,11 +202,11 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
             const primaryOwner = parsed.reporting_owners[0];
             const personName = primaryOwner?.name ?? 'Unknown';
             const relationship = primaryOwner ? ownerRelationship(primaryOwner) : 'Unknown';
+            // Collect every matching transaction — the full set backs the canvas; the
+            // inline response is sliced to `limit` after the scan completes.
             for (const tx of parsed.transactions) {
                 if (!matchesFilter(tx, input.transaction_type))
                     continue;
-                if (transactions.length >= input.limit)
-                    break;
                 transactions.push({
                     filing_date: filing.filingDate,
                     period_of_report: parsed.period_of_report,
@@ -207,21 +233,64 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
             ctx.enrich.notice(`No insider transactions found for '${input.ticker_or_cik}'${filterNote} in the ${filingsScanned} most recent Form 4 filings. ` +
                 `Try transaction_type="all" or use secedgar_search_filings with forms=["4"] for broader coverage.`);
         }
+        // Use issuer data from the resolved entity (the submissions API may not always
+        // surface ticker in the same place).
+        const issuerTicker = match.ticker ?? undefined;
+        // Register the full scanned transaction set to the canvas; the inline response
+        // is a preview sliced to `limit`. Denormalize the issuer onto every row so the
+        // dataframe is self-contained for SQL aggregation and cross-issuer joins.
+        let dataset;
+        if (bridge && transactions.length > 0) {
+            // The scanned window is a recent sample — more Form 4 filings exist when we
+            // stopped before exhausting the fetched batch.
+            const truncated = filingsScanned < filingBatch.length;
+            const registered = await bridge.registerDataframe(ctx, {
+                rows: transactions.map((t) => ({
+                    issuer_cik: match.cik,
+                    issuer_ticker: issuerTicker ?? null,
+                    reporting_person: t.reporting_person,
+                    relationship: t.relationship,
+                    security_title: t.security_title,
+                    transaction_date: t.transaction_date ?? null,
+                    filing_date: t.filing_date,
+                    period_of_report: t.period_of_report ?? null,
+                    transaction_code: t.transaction_code,
+                    transaction_type: t.transaction_type,
+                    is_derivative: t.is_derivative,
+                    shares_traded: t.shares_traded ?? null,
+                    price_per_share: t.price_per_share ?? null,
+                    shares_owned_after: t.shares_owned_after ?? null,
+                    ownership_type: t.ownership_type ?? null,
+                    ownership_nature: t.ownership_nature ?? null,
+                    accession_number: t.accession_number,
+                })),
+                sourceTool: 'secedgar_get_insider_transactions',
+                queryParams: {
+                    ticker_or_cik: input.ticker_or_cik,
+                    cik: match.cik,
+                    transaction_type: input.transaction_type,
+                },
+                truncated,
+            });
+            if (registered)
+                dataset = { ...toDatasetField(registered), truncated };
+        }
+        const inlineTransactions = transactions.slice(0, input.limit);
         ctx.log.info('Insider transactions retrieved', {
             cik: match.cik,
             filingsScanned,
             transactionCount: transactions.length,
+            returned: inlineTransactions.length,
             filter: input.transaction_type,
+            datasetName: dataset?.name,
         });
-        // Use issuer data from the first successfully parsed filing when available
-        // (the submissions API may not always surface ticker in the same place)
-        const issuerTicker = match.ticker ?? undefined;
         return {
             issuer_name: match.name ?? input.ticker_or_cik,
             issuer_cik: match.cik,
             issuer_ticker: issuerTicker,
-            transactions,
+            transactions: inlineTransactions,
             filings_scanned: filingsScanned,
+            dataset,
         };
     },
     format: (result) => {
@@ -252,6 +321,12 @@ export const getInsiderTransactionsTool = tool('secedgar_get_insider_transaction
             lines.push(`${txDate} | ${tx.security_title} | ${sharesStr} ${priceStr}${ownedStr}${ownershipStr}${periodStr}`);
             lines.push(`Code: ${tx.transaction_code} | Filed: ${tx.filing_date} [${tx.accession_number}]`);
         }
+        if (result.dataset) {
+            const truncatedNote = result.dataset.truncated
+                ? ' (truncated — more recent Form 4 filings exist beyond the scanned window)'
+                : '';
+            lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at})${truncatedNote} — query with secedgar_dataframe_query.`);
+        }
         return [{ type: 'text', text: lines.join('\n') }];
     },
 });

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package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts CHANGED Viewed

@@ -39,6 +39,11 @@ export declare const getInstitutionalHoldingsTool: import("@cyanheads/mcp-ts-cor
             OTR: "OTR";
         }>>;
     }, z.core.$strip>>;
+    dataset: z.ZodOptional<z.ZodObject<{
+        name: z.ZodString;
+        row_count: z.ZodNumber;
+        expires_at: z.ZodString;
+    }, z.core.$strip>>;
 }, z.core.$strip>, readonly [{
     readonly reason: "company_not_found";
     readonly code: JsonRpcErrorCode.NotFound;

package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/mcp-server/tools/definitions/get-institutional-holdings.tool.js CHANGED Viewed

@@ -6,6 +6,7 @@
  */
 import { tool, z } from '@cyanheads/mcp-ts-core';
 import { JsonRpcErrorCode, validationError } from '@cyanheads/mcp-ts-core/errors';
+import { getCanvasBridge, toDatasetField } from '../../../services/canvas-bridge/canvas-bridge.js';
 import { getEdgarApiService } from '../../../services/edgar/edgar-api-service.js';
 import { parseInfoTableXml } from '../../../services/edgar/ownership-parser.js';
 /**
@@ -75,7 +76,7 @@ function findInfoTableDocument(items) {
 }
 export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_holdings', {
     title: 'Get Institutional Holdings',
-    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.',
+    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.',
     annotations: { readOnlyHint: true, idempotentHint: true, openWorldHint: true },
     errors: [
         {
@@ -171,6 +172,16 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
         })
             .describe('One row from the 13F information table.'))
             .describe('Holdings truncated to limit — consolidated positions sorted by market value when consolidate=true, else raw information-table rows in filing order.'),
+        dataset: z
+            .object({
+            name: z
+                .string()
+                .describe('Dataframe handle (df_XXXXX_XXXXX) — pass to secedgar_dataframe_query.'),
+            row_count: z.number().describe('Rows materialized in the dataframe.'),
+            expires_at: z.string().describe('ISO 8601 expiry timestamp.'),
+        })
+            .optional()
+            .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.'),
     }),
     enrichment: {
         notice: z
@@ -268,6 +279,42 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
             investment_discretion: h.investment_discretion,
         }));
         const positions = input.consolidate ? consolidatePositions(rows) : rows;
+        // Register the full parsed position set to the canvas (the inline holdings list
+        // is a preview capped at `limit`). Denormalize the filer/period metadata onto
+        // every row so the dataframe self-joins across quarters and filers on cusip +
+        // reporting_period without a separate lookup. Best-effort: a canvas failure
+        // leaves the inline response intact.
+        let dataset;
+        const bridge = getCanvasBridge();
+        if (bridge && positions.length > 0) {
+            const registered = await bridge.registerDataframe(ctx, {
+                rows: positions.map((p) => ({
+                    filer_cik: match.cik,
+                    filer_name: filerName ?? match.name ?? null,
+                    reporting_period: reportingPeriod ?? null,
+                    filing_date: filingMeta.filingDate,
+                    accession_number: filingMeta.accessionNumber,
+                    issuer_name: p.issuer_name,
+                    cusip: p.cusip ?? null,
+                    title_of_class: p.title_of_class ?? null,
+                    shares_or_principal_amount: p.shares_or_principal_amount ?? null,
+                    shares_or_principal_type: p.shares_or_principal_type ?? null,
+                    market_value_usd: p.market_value_usd ?? null,
+                    put_call: p.put_call ?? null,
+                    investment_discretion: p.investment_discretion ?? null,
+                })),
+                sourceTool: 'secedgar_get_institutional_holdings',
+                queryParams: {
+                    ticker_or_cik: input.ticker_or_cik,
+                    cik: match.cik,
+                    quarter: input.quarter,
+                    consolidate: input.consolidate,
+                    accession_number: filingMeta.accessionNumber,
+                },
+            });
+            if (registered)
+                dataset = toDatasetField(registered);
+        }
         const holdings = positions.slice(0, input.limit);
         if (holdings.length === 0) {
             ctx.enrich.notice(`The information table for this filing contained no holdings rows. ` +
@@ -280,6 +327,7 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
             totalHoldings: parsed.holdings.length,
             totalPositions: positions.length,
             returned: holdings.length,
+            datasetName: dataset?.name,
         });
         return {
             filer_name: filerName ?? match.name ?? input.ticker_or_cik,
@@ -290,6 +338,7 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
             total_holdings_in_filing: parsed.holdings.length,
             total_positions: input.consolidate ? positions.length : undefined,
             holdings,
+            dataset,
         };
     },
     format: (result) => {
@@ -317,6 +366,12 @@ export const getInstitutionalHoldingsTool = tool('secedgar_get_institutional_hol
             lines.push(`**${h.issuer_name}**${classStr}${cusipStr}${putCallStr}`);
             lines.push(`${sharesStr} | ${valueStr}${discStr}`);
         }
+        if (result.dataset) {
+            const note = result.dataset.row_count > result.holdings.length
+                ? ` — showing ${result.holdings.length} of ${result.dataset.row_count} positions inline; full set on the dataframe`
+                : '';
+            lines.push(`\nDataset: ${result.dataset.name} (${result.dataset.row_count} rows, expires ${result.dataset.expires_at})${note} — query with secedgar_dataframe_query.`);
+        }
         return [{ type: 'text', text: lines.join('\n') }];
     },
 });

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

@@ -25,6 +25,10 @@ export declare const searchConceptsTool: import("@cyanheads/mcp-ts-core").ToolDe
         name: z.ZodString;
         label: z.ZodString;
         tags: z.ZodArray<z.ZodString>;
+        related_tags: z.ZodOptional<z.ZodArray<z.ZodObject<{
+            tag: z.ZodString;
+            note: z.ZodString;
+        }, z.core.$strip>>>;
         taxonomy: z.ZodEnum<{
             "us-gaap": "us-gaap";
             "ifrs-full": "ifrs-full";

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

	@@ -1 +1 @@
1	- {"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~~;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EA4I7B~~,CAAC"}
1	+ {"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"}

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

@@ -55,6 +55,19 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
             tags: z
                 .array(z.string())
                 .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).'),
+            related_tags: z
+                .array(z
+                .object({
+                tag: z
+                    .string()
+                    .describe('Alternate-definition XBRL tag some filers use as their primary line.'),
+                note: z
+                    .string()
+                    .describe('How this tag differs in definition from the mapped tags.'),
+            })
+                .describe('One alternate-definition tag and the reason it differs.'))
+                .optional()
+                .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.'),
             taxonomy: z
                 .enum(TAXONOMY_VALUES)
                 .describe('XBRL taxonomy this concept lives in: us-gaap (US filers), ifrs-full (foreign filers), or dei (entity info).'),
@@ -102,6 +115,7 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
                 name: c.name,
                 label: c.label,
                 tags: c.tags,
+                ...(c.relatedTags?.length ? { related_tags: c.relatedTags } : {}),
                 taxonomy: c.taxonomy,
                 unit: c.unit,
                 group: c.group,
@@ -123,6 +137,10 @@ export const searchConceptsTool = tool('secedgar_search_concepts', {
             }
             const tagList = c.tags.map((t) => `\`${t}\``).join(', ');
             lines.push(`- \`${c.name}\` — ${c.label} (${c.taxonomy}, ${c.unit}) → ${tagList}`);
+            if (c.related_tags?.length) {
+                const rel = c.related_tags.map((r) => `\`${r.tag}\` (${r.note})`).join('; ');
+                lines.push(`    related (alternate definition): ${rel}`);
+            }
         }
         return [{ type: 'text', text: lines.join('\n') }];
     },

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

	@@ -1 +1 @@
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package/dist/services/edgar/concept-map.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/dist/services/edgar/concept-map.js CHANGED Viewed

@@ -74,6 +74,12 @@ const CONCEPT_MAP = {
     equity: {
         group: 'balance_sheet',
         tags: ['StockholdersEquity'],
+        relatedTags: [
+            {
+                tag: 'StockholdersEquityIncludingPortionAttributableToNoncontrollingInterest',
+                note: 'Total equity including noncontrolling interests; the primary line for filers with material minority interests.',
+            },
+        ],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: "Stockholders' Equity",
@@ -81,6 +87,12 @@ const CONCEPT_MAP = {
     cash: {
         group: 'balance_sheet',
         tags: ['CashAndCashEquivalentsAtCarryingValue'],
+        relatedTags: [
+            {
+                tag: 'CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents',
+                note: 'Total including restricted cash (the ASU 2016-18 cash-flow reconciliation total); the primary line for many banks and filers with restricted cash.',
+            },
+        ],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: 'Cash and Cash Equivalents',
@@ -102,6 +114,12 @@ const CONCEPT_MAP = {
     operating_cash_flow: {
         group: 'cash_flow',
         tags: ['NetCashProvidedByUsedInOperatingActivities'],
+        relatedTags: [
+            {
+                tag: 'NetCashProvidedByUsedInOperatingActivitiesContinuingOperations',
+                note: 'Continuing operations only — excludes discontinued operations; some filers report only this variant.',
+            },
+        ],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: 'Operating Cash Flow',
@@ -249,6 +267,12 @@ const CONCEPT_MAP = {
     investing_cash_flow: {
         group: 'cash_flow',
         tags: ['NetCashProvidedByUsedInInvestingActivities'],
+        relatedTags: [
+            {
+                tag: 'NetCashProvidedByUsedInInvestingActivitiesContinuingOperations',
+                note: 'Continuing operations only — excludes discontinued operations; some filers report only this variant.',
+            },
+        ],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: 'Investing Cash Flow',
@@ -256,6 +280,12 @@ const CONCEPT_MAP = {
     financing_cash_flow: {
         group: 'cash_flow',
         tags: ['NetCashProvidedByUsedInFinancingActivities'],
+        relatedTags: [
+            {
+                tag: 'NetCashProvidedByUsedInFinancingActivitiesContinuingOperations',
+                note: 'Continuing operations only — excludes discontinued operations; some filers report only this variant.',
+            },
+        ],
         taxonomy: 'us-gaap',
         unit: 'USD',
         label: 'Financing Cash Flow',
@@ -311,6 +341,7 @@ export function searchConcepts(query, taxonomy) {
             normalizeForSearch(entry.label),
             ...entry.tags.map(normalizeForSearch),
             ...(entry.ifrsTags ?? []).map(normalizeForSearch),
+            ...(entry.relatedTags ?? []).map((r) => normalizeForSearch(r.tag)),
         ];
         return haystacks.some((h) => h.includes(needle));
     });

package/dist/services/edgar/concept-map.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- 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1	+ {"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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package/dist/services/edgar/types.d.ts CHANGED Viewed

@@ -148,6 +148,13 @@ export interface FrameEntry {
 export type ConceptGroup = 'income_statement' | 'balance_sheet' | 'cash_flow' | 'per_share' | 'entity_info';
 /** XBRL taxonomy a concept belongs to. */
 export type ConceptTaxonomy = 'us-gaap' | 'ifrs-full' | 'dei';
+/** An alternate-semantics XBRL tag related to a concept, with the reason it differs. */
+export interface RelatedTag {
+    /** How this tag differs semantically from the mapped tag (e.g. "includes restricted cash"). */
+    note: string;
+    /** XBRL tag a meaningful share of filers report this metric under instead. */
+    tag: string;
+}
 /** Friendly concept name mapping. */
 export interface ConceptMapping {
     group: ConceptGroup;
@@ -158,6 +165,15 @@ export interface ConceptMapping {
      */
     ifrsTags?: string[];
     label: string;
+    /**
+     * Alternate-semantics XBRL tags a meaningful share of filers use as their primary
+     * line for this metric, surfaced as a hint by `secedgar_fetch_frames`. NOT pure
+     * synonyms of `tags` (those differ historically but mean the same thing) — these
+     * carry a different definition (e.g. cash incl. restricted cash, equity incl.
+     * noncontrolling interest), so they are deliberately kept OUT of `tags` to avoid
+     * conflating them into `secedgar_get_financials`' first-non-null fallback chain.
+     */
+    relatedTags?: RelatedTag[];
     tags: string[];
     taxonomy: ConceptTaxonomy;
     unit: string;

package/dist/services/edgar/types.d.ts.map CHANGED Viewed

	@@ -1 +1 @@
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package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@cyanheads/secedgar-mcp-server",
-  "version": "0.8.4",
+  "version": "0.9.0",
   "description": "Query SEC EDGAR filings, XBRL financials, and company data through MCP. STDIO & Streamable HTTP.",
   "mcpName": "io.github.cyanheads/secedgar-mcp-server",
   "type": "module",
@@ -107,7 +107,7 @@
   "devDependencies": {
     "@biomejs/biome": "^2.4.16",
     "@types/html-to-text": "^9.0.4",
-    "@types/node": "^25.9.1",
+    "@types/node": "^25.9.2",
     "depcheck": "^1.4.7",
     "ignore": "^7.0.5",
     "tsc-alias": "^1.8.17",

package/server.json CHANGED Viewed

@@ -6,7 +6,7 @@
     "url": "https://github.com/cyanheads/secedgar-mcp-server",
     "source": "github"
   },
-  "version": "0.8.4",
+  "version": "0.9.0",
   "remotes": [
     {
       "type": "streamable-http",
@@ -19,7 +19,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.8.4",
+      "version": "0.9.0",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",
@@ -44,7 +44,7 @@
       "registryBaseUrl": "https://registry.npmjs.org",
       "identifier": "@cyanheads/secedgar-mcp-server",
       "runtimeHint": "bun",
-      "version": "0.8.4",
+      "version": "0.9.0",
       "environmentVariables": [
         {
           "name": "EDGAR_USER_AGENT",