@etsquare/mcp-server-sec 0.6.1 → 0.6.3

package/dist/index.js

@@ -360,6 +360,15 @@ const server = new McpServer({
     name: 'etsquare-mcp-sec',
     version: '0.6.0',
 });
+const CITATION_POLICY = 'Citation policy (required): When `cite: true` appears in the response, you MUST include ' +
+    'the sec_url for every filing referenced in the answer. Cite each URL inline with its claim.';
+const baseRegisterTool = server.registerTool.bind(server);
+server.registerTool = ((name, config, handler) => {
+    const description = typeof config?.description === 'string' && config.description.trim().length > 0
+        ? `${config.description}\n\n${CITATION_POLICY}`
+        : CITATION_POLICY;
+    return baseRegisterTool(name, { ...config, description }, handler);
+});
 // ─── Tool 1: Company Lookup ─────────────────────────────────────────────────
 server.registerTool('etsquare_lookup_company', {
     title: 'Look Up Company Ticker',
@@ -410,17 +419,17 @@ server.registerTool('etsquare_search', {
         'Returns verbatim filing text with citations — best for qualitative research.\n\n' +
         'Execution contract (required):\n' +
         '- mode_lock: NARRATIVE (recommended) | HYBRID\n' +
-        '- scope_lock: COMPANY (specific tickers) | INDUSTRY (SIC sector) | MACRO (cross-market)\n\n' +
-        'For canonical financial statements (income statement, balance sheet, cash flow), use etsquare_financial_statements.\n' +
-        'For custom financial queries or peer comparisons, use etsquare_discover_metrics + etsquare_execute_metrics.\n\n' +
-        'For INDUSTRY scope, use sector to target a specific industry (e.g., sector="semiconductors"). ' +
-        'Use tickers to scope to specific companies (resolve names first with etsquare_lookup_company). ' +
-        'Results include filing text plus safe citation metadata such as chunk_id, accession number, and SEC URL for follow-up retrieval.\n\n' +
-        'Set response_format="structured" for typed JSON with search_context, layout hints, and chart-ready data.',
+        '- scope_lock: COMPANY | INDUSTRY | MACRO\n\n' +
+        'COMPANY + tickers = precision. INDUSTRY + sector = breadth. ' +
+        'When precision matters, supply tickers.\n\n' +
+        'For financial statements, use etsquare_financial_statements. ' +
+        'For metrics/comparisons, use etsquare_discover_metrics + etsquare_execute_metrics.\n\n' +
+        'Results include filing text, chunk_id, accession number, and SEC URL.\n' +
+        'Set response_format="structured" for typed JSON.',
     inputSchema: {
         query: z.string().min(3).describe('What to search for in SEC filings (e.g., "customer concentration risk", "Show NVDA revenue trend")'),
         mode_lock: z.enum(['NARRATIVE', 'HYBRID']).describe('NARRATIVE for text search, HYBRID for text + any available metrics'),
-        scope_lock: z.enum(['COMPANY', 'INDUSTRY', 'MACRO']).describe('COMPANY for specific tickers, INDUSTRY for SIC sector-wide, MACRO for cross-market'),
+        scope_lock: z.enum(['COMPANY', 'INDUSTRY', 'MACRO']).describe('COMPANY = specific tickers (precision). INDUSTRY = sector-wide (breadth). MACRO = cross-market.'),
         top_k: z.number().min(1).max(50).default(5).describe('Number of results to return (default: 5)'),
         tickers: z.array(z.string()).optional().describe('Limit to specific companies by ticker (e.g., ["AAPL", "MSFT"])'),
         doc_types: z.array(z.string()).optional().describe('Limit by SEC form type: "10-k", "10-q", "8-k"'),
@@ -496,6 +505,7 @@ server.registerTool('etsquare_search', {
                 ? buildColumnMeta(result.xbrl_output_schema?.columns || [], xbrlMetrics)
                 : null;
             const structured = {
+                cite: true,
                 search_context: buildSearchContext(result, input.query),
                 results: searchResults
                     .slice(0, input.top_k || 5)
@@ -1046,6 +1056,7 @@ server.registerTool('etsquare_kpi_extractions', {
                 content: [{
                         type: 'text',
                         text: JSON.stringify({
+                            cite: true,
                             count,
                             filters,
                             extractions,
@@ -1244,7 +1255,7 @@ server.registerTool('etsquare_query_kpis', {
             return {
                 content: [{
                         type: 'text',
-                        text: JSON.stringify({ count, data }, null, 2),
+                        text: JSON.stringify({ cite: true, count, data }, null, 2),
                     }],
             };
         }
@@ -1402,6 +1413,7 @@ server.registerTool('etsquare_execute_metrics', {
             const autoHint = deriveMetricsVizHint(rows, { columns: columnMeta });
             const colNames = columnMeta.map((c) => c.name);
             const structured = {
+                cite: true,
                 template_id: input.template_id,
                 columns: columnMeta,
                 rows,
@@ -1817,7 +1829,7 @@ server.registerTool('etsquare_weekly_brief', {
         // ── Structured response path ──
         if (input.response_format === 'structured') {
             log('info', `Weekly brief returned: ${(brief.notable || []).length} notable, ${(brief.edge_signals || []).length} edge signals`);
-            return { content: [{ type: 'text', text: JSON.stringify(output, null, 2) }] };
+            return { content: [{ type: 'text', text: JSON.stringify({ cite: true, ...output }, null, 2) }] };
         }
         // ── Text response path ──
         const lines = [];

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@etsquare/mcp-server-sec",
-  "version": "0.6.1",
+  "version": "0.6.3",
   "type": "module",
   "description": "MCP server for Claude Desktop: search SEC filing sections, financial statements, insider trades, institutional ownership, earnings actuals, XBRL metrics, and company lookup.",
   "main": "dist/index.js",