@etsquare/mcp-server-sec 0.2.1 → 0.4.0

package/dist/types.d.ts

@@ -7,10 +7,14 @@ export declare const searchSchema: z.ZodObject<{
     tickers: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
     sic_codes: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
     doc_types: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
+    response_format: z.ZodDefault<z.ZodEnum<["text", "structured"]>>;
+    include_context: z.ZodDefault<z.ZodBoolean>;
 }, "strip", z.ZodTypeAny, {
     query: string;
     mode_lock: "NARRATIVE" | "HYBRID";
     scope_lock: "COMPANY" | "INDUSTRY" | "MACRO";
+    response_format: "text" | "structured";
+    include_context: boolean;
     top_k?: number | undefined;
     tickers?: string[] | undefined;
     sic_codes?: string[] | undefined;
@@ -23,6 +27,8 @@ export declare const searchSchema: z.ZodObject<{
     tickers?: string[] | undefined;
     sic_codes?: string[] | undefined;
     doc_types?: string[] | undefined;
+    response_format?: "text" | "structured" | undefined;
+    include_context?: boolean | undefined;
 }>;
 export declare const lookupCompanySchema: z.ZodObject<{
     query: z.ZodString;
@@ -38,12 +44,18 @@ export declare const executeMetricsSchema: z.ZodObject<{
     template_id: z.ZodString;
     bind_params: z.ZodOptional<z.ZodRecord<z.ZodString, z.ZodUnknown>>;
     row_limit: z.ZodOptional<z.ZodNumber>;
+    tickers: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
+    response_format: z.ZodDefault<z.ZodEnum<["text", "structured"]>>;
 }, "strip", z.ZodTypeAny, {
+    response_format: "text" | "structured";
     template_id: string;
+    tickers?: string[] | undefined;
     bind_params?: Record<string, unknown> | undefined;
     row_limit?: number | undefined;
 }, {
     template_id: string;
+    tickers?: string[] | undefined;
+    response_format?: "text" | "structured" | undefined;
     bind_params?: Record<string, unknown> | undefined;
     row_limit?: number | undefined;
 }>;
@@ -52,13 +64,16 @@ export declare const discoverMetricsSchema: z.ZodObject<{
     scenario: z.ZodOptional<z.ZodEnum<["snapshot", "trends", "peer_benchmark"]>>;
     metric_family: z.ZodOptional<z.ZodString>;
     max_results: z.ZodOptional<z.ZodNumber>;
+    response_format: z.ZodDefault<z.ZodEnum<["text", "structured"]>>;
 }, "strip", z.ZodTypeAny, {
+    response_format: "text" | "structured";
     question: string;
     scenario?: "snapshot" | "trends" | "peer_benchmark" | undefined;
     metric_family?: string | undefined;
     max_results?: number | undefined;
 }, {
     question: string;
+    response_format?: "text" | "structured" | undefined;
     scenario?: "snapshot" | "trends" | "peer_benchmark" | undefined;
     metric_family?: string | undefined;
     max_results?: number | undefined;
@@ -86,9 +101,40 @@ export declare const getChunkContextSchema: z.ZodObject<{
     neighbor_span?: number | undefined;
     window?: number | undefined;
 }>;
+export declare const compareSchema: z.ZodObject<{
+    tickers: z.ZodArray<z.ZodString, "many">;
+    query: z.ZodString;
+    mode_lock: z.ZodDefault<z.ZodEnum<["NARRATIVE", "HYBRID"]>>;
+    top_k_per_ticker: z.ZodDefault<z.ZodNumber>;
+    doc_types: z.ZodOptional<z.ZodArray<z.ZodString, "many">>;
+}, "strip", z.ZodTypeAny, {
+    query: string;
+    mode_lock: "NARRATIVE" | "HYBRID";
+    tickers: string[];
+    top_k_per_ticker: number;
+    doc_types?: string[] | undefined;
+}, {
+    query: string;
+    tickers: string[];
+    mode_lock?: "NARRATIVE" | "HYBRID" | undefined;
+    doc_types?: string[] | undefined;
+    top_k_per_ticker?: number | undefined;
+}>;
+export declare const weeklyBriefSchema: z.ZodObject<{
+    sections: z.ZodOptional<z.ZodArray<z.ZodEnum<["notable", "edge_signals", "heatmap", "methodology"]>, "many">>;
+    response_format: z.ZodDefault<z.ZodEnum<["text", "structured"]>>;
+}, "strip", z.ZodTypeAny, {
+    response_format: "text" | "structured";
+    sections?: ("notable" | "edge_signals" | "heatmap" | "methodology")[] | undefined;
+}, {
+    response_format?: "text" | "structured" | undefined;
+    sections?: ("notable" | "edge_signals" | "heatmap" | "methodology")[] | undefined;
+}>;
 export type SearchInput = z.infer<typeof searchSchema>;
 export type LookupCompanyInput = z.infer<typeof lookupCompanySchema>;
 export type ExecuteMetricsInput = z.infer<typeof executeMetricsSchema>;
 export type DiscoverMetricsInput = z.infer<typeof discoverMetricsSchema>;
 export type GetChunkInput = z.infer<typeof getChunkSchema>;
 export type GetChunkContextInput = z.infer<typeof getChunkContextSchema>;
+export type CompareInput = z.infer<typeof compareSchema>;
+export type WeeklyBriefInput = z.infer<typeof weeklyBriefSchema>;

package/dist/types.js

@@ -7,6 +7,10 @@ export const searchSchema = z.object({
     tickers: z.array(z.string()).optional(),
     sic_codes: z.array(z.string()).optional(),
     doc_types: z.array(z.string()).optional(),
+    response_format: z.enum(['text', 'structured']).default('text')
+        .describe('Default "text" returns numbered citations. "structured" returns typed JSON with search_context, typed results, and layout hints.'),
+    include_context: z.boolean().default(false)
+        .describe('Auto-expand top 2 truncated results with surrounding context (saves separate get_chunk_context calls)'),
 });
 export const lookupCompanySchema = z.object({
     query: z.string().min(2, 'query must be at least 2 characters'),
@@ -16,12 +20,18 @@ export const executeMetricsSchema = z.object({
     template_id: z.string().min(10, 'template_id is required'),
     bind_params: z.record(z.unknown()).optional(),
     row_limit: z.number().min(1).max(500).optional(),
+    tickers: z.array(z.string()).max(5).optional()
+        .describe('Execute same template for multiple tickers and merge results. Overrides p_ticker in bind_params.'),
+    response_format: z.enum(['text', 'structured']).default('text')
+        .describe('Default "text" returns markdown table. "structured" returns typed JSON with columns, rows, and visualization_hint.'),
 });
 export const discoverMetricsSchema = z.object({
     question: z.string().min(3, 'question must be at least 3 characters'),
     scenario: z.enum(['snapshot', 'trends', 'peer_benchmark']).optional(),
     metric_family: z.string().optional(),
     max_results: z.number().min(1).max(10).optional(),
+    response_format: z.enum(['text', 'structured']).default('text')
+        .describe('Default "text" returns formatted list. "structured" returns JSON with similarity scores and viz hints.'),
 });
 export const getChunkSchema = z.object({
     chunk_id: z.string().length(32, 'chunk_id must be a 32-character hex string'),
@@ -32,3 +42,21 @@ export const getChunkContextSchema = z.object({
     neighbor_span: z.number().min(0).max(5).optional(),
     window: z.number().min(200).max(4000).optional(),
 });
+export const compareSchema = z.object({
+    tickers: z.array(z.string()).min(2).max(5)
+        .describe('Company tickers to compare (2-5). Resolve names first with etsquare_lookup_company.'),
+    query: z.string().min(3)
+        .describe('Comparison question (e.g., "revenue growth and risk factors", "tariff risk exposure")'),
+    mode_lock: z.enum(['NARRATIVE', 'HYBRID']).default('NARRATIVE')
+        .describe('HYBRID recommended for comparisons (gets both text and metrics)'),
+    top_k_per_ticker: z.number().int().min(1).max(10).default(3)
+        .describe('Narrative results per company'),
+    doc_types: z.array(z.string()).optional()
+        .describe('Limit by form type (e.g., ["10-k", "8-k"])'),
+});
+export const weeklyBriefSchema = z.object({
+    sections: z.array(z.enum(['notable', 'edge_signals', 'heatmap', 'methodology'])).optional()
+        .describe('Filter to specific sections. Returns all if omitted.'),
+    response_format: z.enum(['text', 'structured']).default('structured')
+        .describe('"structured" returns full JSON. "text" returns a readable summary.'),
+});

package/package.json

@@ -1,8 +1,8 @@
 {
   "name": "@etsquare/mcp-server-sec",
-  "version": "0.2.1",
+  "version": "0.4.0",
   "type": "module",
-  "description": "MCP server for Claude Desktop: search 3.4M+ SEC filing sections with hybrid retrieval, XBRL templates, and company lookup.",
+  "description": "MCP server for Claude Desktop: search 3.6M+ SEC filing sections, financial statements, insider trades, institutional ownership, earnings actuals, XBRL metrics, and company lookup.",
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
   "bin": {
@@ -20,7 +20,12 @@
     "xbrl",
     "financial-analysis",
     "search",
-    "hybrid-search"
+    "hybrid-search",
+    "insider-trading",
+    "institutional-ownership",
+    "13f",
+    "earnings",
+    "financial-statements"
   ],
   "author": "ETSquare",
   "license": "MIT",