@etsquare/mcp-server-sec 0.6.2 → 0.6.3

package/dist/index.js

@@ -419,17 +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"'),

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@etsquare/mcp-server-sec",
-  "version": "0.6.2",
+  "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",