@etsquare/mcp-server-sec 0.6.3 → 0.7.1

package/dist/etsquare-client.d.ts

@@ -61,6 +61,21 @@ interface CompanyResearchApiInput {
     peers?: string[];
     n_periods?: number;
 }
+/** Ticker cohort resolver request. */
+interface ResolveTickerCohortApiInput {
+    question: string;
+    profile_code?: string;
+    boost_anchor_terms?: string[];
+    boost_topic_terms?: string[];
+    boost_negative_terms?: string[];
+    boost_positive_seeds?: string[];
+    boost_negative_seeds?: string[];
+    output_limit?: number;
+    semantic_mode?: 'auto' | 'off' | 'on';
+    grounding_context?: Record<string, unknown>;
+    ticker_cohort_candidate?: Record<string, unknown>;
+    response_mode?: 'full' | 'compact';
+}
 /** Server-side KPI query with metric filtering. */
 interface QueryKpisApiInput {
     select?: string[];
@@ -105,6 +120,7 @@ export declare class ETSquareClient {
     getEarningsActuals(input: EarningsActualsApiInput): Promise<Record<string, unknown>>;
     getKpiExtractions(input: KpiExtractionsApiInput): Promise<Record<string, unknown>>;
     getCompanyResearch(input: CompanyResearchApiInput): Promise<Record<string, unknown>>;
+    resolveTickerCohort(input: ResolveTickerCohortApiInput): Promise<Record<string, unknown>>;
     queryKpis(input: QueryKpisApiInput): Promise<Record<string, unknown>>;
     discoverMetrics(input: DiscoverMetricsApiInput): Promise<Record<string, unknown>>;
     getChunk(input: GetChunkInput): Promise<Record<string, unknown>>;

package/dist/etsquare-client.js

@@ -176,6 +176,37 @@ export class ETSquareClient {
             body: JSON.stringify(body),
         });
     }
+    async resolveTickerCohort(input) {
+        const body = {
+            question: input.question,
+            semantic_mode: input.semantic_mode || 'auto',
+        };
+        if (input.profile_code)
+            body.profile_code = input.profile_code;
+        if (input.boost_anchor_terms && input.boost_anchor_terms.length > 0)
+            body.boost_anchor_terms = input.boost_anchor_terms;
+        if (input.boost_topic_terms && input.boost_topic_terms.length > 0)
+            body.boost_topic_terms = input.boost_topic_terms;
+        if (input.boost_negative_terms && input.boost_negative_terms.length > 0)
+            body.boost_negative_terms = input.boost_negative_terms;
+        if (input.boost_positive_seeds && input.boost_positive_seeds.length > 0)
+            body.boost_positive_seeds = input.boost_positive_seeds;
+        if (input.boost_negative_seeds && input.boost_negative_seeds.length > 0)
+            body.boost_negative_seeds = input.boost_negative_seeds;
+        if (input.output_limit !== undefined)
+            body.output_limit = input.output_limit;
+        if (input.grounding_context)
+            body.grounding_context = input.grounding_context;
+        if (input.ticker_cohort_candidate)
+            body.ticker_cohort_candidate = input.ticker_cohort_candidate;
+        if (input.response_mode)
+            body.response_mode = input.response_mode;
+        return this.request('/api/v1/cohort/resolve', {
+            method: 'POST',
+            headers: this.headers,
+            body: JSON.stringify(body),
+        });
+    }
     async queryKpis(input) {
         const body = {
             limit: input.limit || 50,

package/dist/index.js

@@ -1,6 +1,6 @@
 #!/usr/bin/env node
 /**
- * @etsquare/mcp-server-sec  v0.6.0
+ * @etsquare/mcp-server-sec  v0.7.0
  * MCP server for SEC Intelligence: search SEC filings,
  * resolve company tickers, execute financial metrics templates,
  * compare companies, and access weekly briefs.
@@ -57,7 +57,7 @@ if (!apiKey) {
     process.exit(1);
 }
 const client = new ETSquareClient({ baseUrl, apiKey });
-log('info', `ETSquare MCP Server v0.6.0 starting with backend: ${baseUrl}`);
+log('info', `ETSquare MCP Server v0.7.0 starting with backend: ${baseUrl}`);
 // ─── Item Code Labels ───────────────────────────────────────────────────────
 const ITEM_CODE_LABELS = {
     // 10-K
@@ -358,7 +358,7 @@ function buildMarkdownTable(colNames, rows, maxRows = 20) {
 // ─── MCP Server ─────────────────────────────────────────────────────────────
 const server = new McpServer({
     name: 'etsquare-mcp-sec',
-    version: '0.6.0',
+    version: '0.7.0',
 });
 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.';
@@ -372,9 +372,7 @@ server.registerTool = ((name, config, handler) => {
 // ─── Tool 1: Company Lookup ─────────────────────────────────────────────────
 server.registerTool('etsquare_lookup_company', {
     title: 'Look Up Company Ticker',
-    description: 'Resolve a company name or partial ticker to its official SEC ticker symbol and CIK number. ' +
-        'Call this when a user mentions a company by name (e.g., "Apple" -> AAPL, "Texas Roadhouse" -> TXRH). ' +
-        'Returns ticker, company name, CIK, and SIC industry code.',
+    description: 'Resolve company name to ticker/CIK. Call before other tools when user gives a name, not a ticker.',
     inputSchema: {
         query: z.string().min(2).describe('Company name or partial ticker to look up (e.g., "Apple", "Texas Road", "NVDA")'),
         limit: z.number().min(1).max(10).default(5).describe('Max results to return'),
@@ -412,20 +410,82 @@ server.registerTool('etsquare_lookup_company', {
         };
     }
 });
-// ─── Tool 2: SEC Filing Search ──────────────────────────────────────────────
+// ─── Tool 2: Resolve Ticker Cohort ──────────────────────────────────────────
+server.registerTool('etsquare_resolve_ticker_cohort', {
+    title: 'Resolve Ticker Cohort',
+    description: 'Resolve a natural-language question into a ranked ticker cohort using corpus-grounded terms. ' +
+        'Use this before precision search for INDUSTRY/MACRO workflows, then pass selected tickers to etsquare_search with scope_lock=COMPANY.',
+    inputSchema: {
+        question: z.string().min(3).max(500)
+            .describe('Natural-language cohort question (e.g., "public SaaS companies discussing AI pricing power").'),
+        profile_code: z.string().min(2).max(80).optional()
+            .describe('Optional curated profile code override.'),
+        boost_anchor_terms: z.array(z.string()).max(5).optional()
+            .describe('WHO anchor terms (industry/exposure/entity class).'),
+        boost_topic_terms: z.array(z.string()).max(5).optional()
+            .describe('WHAT topic terms (KPI/theme/impact).'),
+        boost_negative_terms: z.array(z.string()).max(5).optional()
+            .describe('Negative terms to suppress confusable cohorts.'),
+        boost_positive_seeds: z.array(z.string().min(1).max(10)).max(5).optional()
+            .describe('Manual positive seed tickers (MCP/manual only).'),
+        boost_negative_seeds: z.array(z.string().min(1).max(10)).max(5).optional()
+            .describe('Manual negative seed tickers (MCP/manual only).'),
+        output_limit: z.number().int().min(1).max(50).optional()
+            .describe('Output ticker count override.'),
+        semantic_mode: z.enum(['auto', 'off', 'on']).default('auto')
+            .describe('Semantic embedding mode for resolver matching.'),
+        response_mode: z.enum(['full', 'compact']).default('full')
+            .describe('Response verbosity. Use "compact" for a consumer-focused payload and "full" for trace-rich output.'),
+        grounding_context: z.record(z.unknown()).optional()
+            .describe('Optional pre-computed grounding context from upstream workflow.'),
+        ticker_cohort_candidate: z.record(z.unknown()).optional()
+            .describe('Workflow candidate payload translated into resolver fields before resolution.'),
+    },
+}, async (input) => {
+    if (containsGuardrailBypass(input))
+        return guardrailViolationResponse();
+    try {
+        log('debug', 'Resolving ticker cohort', {
+            question: input.question,
+            profile_code: input.profile_code,
+            output_limit: input.output_limit,
+            semantic_mode: input.semantic_mode,
+        });
+        const result = await client.resolveTickerCohort({
+            question: input.question,
+            profile_code: input.profile_code,
+            boost_anchor_terms: input.boost_anchor_terms,
+            boost_topic_terms: input.boost_topic_terms,
+            boost_negative_terms: input.boost_negative_terms,
+            boost_positive_seeds: input.boost_positive_seeds?.map((t) => t.trim().toUpperCase()),
+            boost_negative_seeds: input.boost_negative_seeds?.map((t) => t.trim().toUpperCase()),
+            output_limit: input.output_limit,
+            semantic_mode: input.semantic_mode,
+            response_mode: input.response_mode,
+            grounding_context: input.grounding_context,
+            ticker_cohort_candidate: input.ticker_cohort_candidate,
+        });
+        log('info', 'Ticker cohort resolved', {
+            cohort_code: result?.cohort_code,
+            profile_match_mode: result?.profile_match_mode,
+            ticker_count: Array.isArray(result?.tickers) ? result.tickers.length : 0,
+        });
+        return { content: [{ type: 'text', text: JSON.stringify(result, null, 2) }] };
+    }
+    catch (error) {
+        log('error', 'Ticker cohort resolve failed', { error: error instanceof Error ? error.message : error });
+        return {
+            content: [{ type: 'text', text: `Ticker cohort resolution failed: ${error instanceof Error ? error.message : 'Unknown error'}` }],
+            isError: true,
+        };
+    }
+});
+// ─── Tool 3: SEC Filing Search ──────────────────────────────────────────────
 server.registerTool('etsquare_search', {
     title: 'Search SEC Filings',
-    description: 'Search 4.0M+ SEC filing sections (10-K, 10-Q, 8-K) with hybrid retrieval. ' +
-        '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 | 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.',
+    description: 'Search SEC filing text (10-K, 10-Q, 8-K). Returns verbatim excerpts with SEC URL citations.\n\n' +
+        'COMPANY + tickers = precision. INDUSTRY + sector = breadth. When precision matters, supply tickers.\n\n' +
+        'For financial statements use etsquare_financial_statements. For metrics use etsquare_discover_metrics.',
     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'),
@@ -613,12 +673,8 @@ server.registerTool('etsquare_search', {
 // ─── Tool 3: Execute Metrics ────────────────────────────────────────────────
 server.registerTool('etsquare_financial_statements', {
     title: 'Get Financial Statements',
-    description: 'Get canonical income statement, balance sheet, or cash flow statement for a company. ' +
-        'Assembles structured line items from XBRL facts with concept precedence and provenance.\n\n' +
-        'Each line item includes the selected XBRL concept, priority rank, and unit for auditability.\n\n' +
-        'Coverage: ~5,100 tickers for income statement and cash flow. ' +
-        'Balance sheet coverage is limited for some companies pending XBRL pipeline enhancement.\n\n' +
-        'For custom financial queries or peer comparisons, use etsquare_discover_metrics + etsquare_execute_metrics instead.',
+    description: 'Canonical income statement, balance sheet, or cash flow from XBRL. ~5,100 tickers. ' +
+        'For custom queries or peer comparisons, use etsquare_discover_metrics instead.',
     inputSchema: {
         ticker: z.string().min(1).max(10).describe('Company ticker (e.g., "AAPL", "NVDA")'),
         statement_type: z.enum(['income_statement', 'balance_sheet', 'cash_flow'])
@@ -715,11 +771,7 @@ server.registerTool('etsquare_financial_statements', {
 });
 server.registerTool('etsquare_insider_trades', {
     title: 'Insider Trading Activity',
-    description: 'Get insider buying and selling activity for a company from SEC Form 3/4/5 filings. ' +
-        'Shows officer/director stock purchases, sales, option exercises, and tax withholdings.\n\n' +
-        'Data is sourced directly from SEC EDGAR ownership filings, filed within 2 business days of each transaction.\n\n' +
-        'Summary includes open-market buy/sell counts, net shares, and total values. ' +
-        'Derivative transactions (options, RSUs) are separated from open-market trades.',
+    description: 'Insider buy/sell activity from SEC Form 3/4/5. Open-market trades + derivatives (options, RSUs).',
     inputSchema: {
         ticker: z.string().min(1).max(10).describe('Company ticker (e.g., "AAPL", "NVDA")'),
         days_back: z.number().min(1).max(730).default(90)
@@ -797,12 +849,7 @@ server.registerTool('etsquare_insider_trades', {
 });
 server.registerTool('etsquare_institutional_holdings', {
     title: 'Institutional Ownership (13F)',
-    description: 'Get institutional investor holdings for a company from SEC 13F filings. ' +
-        'Shows tracked managers holding the stock, their position sizes, and portfolio concentration.\n\n' +
-        'Data is from tracked institutional managers (top filers by AUM). ' +
-        'Coverage is partial — not all institutional holders are tracked. ' +
-        'Multiple rows per manager may appear due to sub-manager reporting. ' +
-        'Source: SEC EDGAR 13F-HR filings, filed quarterly.',
+    description: 'Institutional holdings from SEC 13F filings. Position sizes, portfolio concentration, quarterly changes.',
     inputSchema: {
         ticker: z.string().min(1).max(10).describe('Company ticker (e.g., "NVDA", "AAPL")'),
         quarters: z.number().min(1).max(8).default(2)
@@ -893,14 +940,8 @@ server.registerTool('etsquare_institutional_holdings', {
 });
 server.registerTool('etsquare_earnings_actuals', {
     title: 'Earnings Actuals & Guidance',
-    description: 'Get issuer-reported earnings actuals and forward guidance for a company from SEC 8-K filings. ' +
-        'Extracts revenue, EPS (basic/diluted), and net income from Item 2.02 press releases.\n\n' +
-        'Values are deterministically extracted from exhibit press releases (EX-99.1) attached to 8-K filings. ' +
-        'Only explicit issuer-reported values are included — no analyst estimates or consensus.\n\n' +
-        'Guidance shows forward-looking ranges (low/high) when the issuer provides them.\n\n' +
-        'Coverage: ~1,900 tickers, most recent 1-2 quarters (Dec 2025 onward). ' +
-        'Historical depth is expanding — some tickers may have fewer quarters than requested.\n\n' +
-        'Source: SEC EDGAR 8-K Item 2.02 filings with attached press releases.',
+    description: 'Issuer-reported earnings actuals + guidance from 8-K press releases. Revenue, EPS, net income. ' +
+        'No analyst estimates — SEC filings only. ~1,900 tickers.',
     inputSchema: {
         ticker: z.string().min(1).max(10).describe('Company ticker (e.g., "AAPL", "NVDA")'),
         quarters: z.number().min(1).max(20).default(4)
@@ -1015,14 +1056,8 @@ server.registerTool('etsquare_earnings_actuals', {
 });
 server.registerTool('etsquare_kpi_extractions', {
     title: 'Get KPI Extractions (Full Detail + Source Chunk IDs)',
-    description: 'Returns full KPI extraction detail including source_chunk_ids for provenance.\n\n' +
-        'USE THIS TOOL for the provenance chain:\n' +
-        '  1. etsquare_query_kpis -> find interesting metric + extraction_id\n' +
-        '  2. etsquare_kpi_extractions(ticker, sector) -> get source_chunk_ids array\n' +
-        '  3. etsquare_get_chunk(chunk_id) -> read actual filing paragraph\n\n' +
-        'Also use when you need the complete kpi_json payload for deep analysis of a single ticker.\n\n' +
-        'RETURNS: extraction_id, kpi_json (full), source_chunk_ids (array of chunk IDs), notes, extraction_model.\n\n' +
-        'For compact tabular queries across many tickers, prefer etsquare_query_kpis instead.',
+    description: 'Full KPI extraction with source_chunk_ids for provenance. Use etsquare_get_chunk to read the source filing text. ' +
+        'For tabular queries across many tickers, prefer etsquare_query_kpis.',
     inputSchema: {
         ticker: z.string().min(1).max(10).optional()
             .describe('Single ticker filter (e.g., "TXRH")'),
@@ -1137,20 +1172,9 @@ server.registerTool('etsquare_kpi_extractions', {
 });
 server.registerTool('etsquare_query_kpis', {
     title: 'Query KPI Extractions (Compare, Screen, Catalog)',
-    description: 'Server-side filtered KPI query. Returns compact tabular data with values + YoY changes + summary stats.\n\n' +
-        'WORKFLOW: action="list_metrics" -> discover metrics -> action="query" with select/filter\n\n' +
-        'EXAMPLES:\n' +
-        '  Peer comp:  select="net_interest_margin,cet1_ratio,return_on_tangible_common_equity", sector="banks", period="FY"\n' +
-        '  Screen:     filter="net_interest_margin>3;cet1_ratio>11", sector="banks", period="FY"\n' +
-        '  SaaS:       select="arr,net_dollar_retention,free_cash_flow_margin", sector="saas", sort_by="arr"\n' +
-        '  Catalog:    action="list_metrics", sector="banks"\n' +
-        '  Time series: select="net_interest_margin", tickers="JPM", limit=20\n\n' +
-        'OUTPUT: Each row includes ticker, company_name, extraction_id, metric_value, metric_chg (YoY), metric_unit.\n' +
-        '  Summary stats (min/max/avg/median) per metric included.\n\n' +
-        'PROVENANCE CHAIN: Results include extraction_id. To read source MD&A text:\n' +
-        '  1. etsquare_query_kpis -> get extraction_id\n' +
-        '  2. etsquare_kpi_extractions(ticker) -> get source_chunk_ids\n' +
-        '  3. etsquare_get_chunk(chunk_id) -> read actual filing paragraph\n' +
+    description: 'Tabular KPI query with select/filter/sort. Returns values + YoY changes + summary stats.\n\n' +
+        'action="list_metrics" to discover available metrics for a sector, then action="query" with select/filter.\n\n' +
+        'Examples: select="arr,net_dollar_retention", sector="saas" | filter="net_interest_margin>3", sector="banks"\n' +
         'Use when a number looks surprising or needs management context.',
     inputSchema: {
         select: z.string().optional()
@@ -1316,12 +1340,8 @@ server.registerTool('etsquare_query_kpis', {
 });
 server.registerTool('etsquare_execute_metrics', {
     title: 'Execute Financial Metrics Query',
-    description: 'Execute an XBRL metrics template by template_id to get structured financial data ' +
-        '(numbers, ratios, time series). Returns tabular rows with columns like revenue, margins, EPS, etc.\n\n' +
-        'Common bind_params: p_tickers (comma-separated tickers), p_ticker (single ticker), p_sic_code (industry), ' +
-        'p_start_year / p_end_year (time range, e.g., 2023-2025).\n\n' +
-        'Use the tickers array to pass multiple companies — automatically joins as p_tickers comma-separated string.\n\n' +
-        'Set response_format="structured" for typed JSON with column metadata, visualization hints, and summary stats.',
+    description: 'Execute XBRL metrics template by template_id. Returns tabular financial data. ' +
+        'Use tickers array for multi-company. Common params: p_ticker, p_tickers, p_sic_code, p_start_year, p_end_year.',
     inputSchema: {
         template_id: z.string().min(10).describe('Template ID for metrics execution'),
         bind_params: z.record(z.unknown()).optional().describe('Template parameters as key-value pairs'),
@@ -1469,14 +1489,9 @@ server.registerTool('etsquare_execute_metrics', {
 // ─── Tool 4: Discover Metrics Templates ─────────────────────────────────────
 server.registerTool('etsquare_discover_metrics', {
     title: 'Discover Financial Metrics Templates',
-    description: 'Find available XBRL metrics templates by business question. ' +
-        'Returns template IDs and metadata — use the template_id with etsquare_execute_metrics.\n\n' +
-        'Use this only for structured metrics such as revenue, gross margin, operating margin, EPS, debt, liquidity, or cash flow.\n\n' +
-        'Do not use this for narrative KPI questions like same-store sales, comparable sales, traffic, guest count, average check, or AUV. ' +
-        'For those, use etsquare_search in NARRATIVE mode instead.\n\n' +
-        'Example: "revenue trend by quarter" → returns matching templates with their required bind_params.\n\n' +
-        'Workflow: discover_metrics → pick template_id → execute_metrics with bind_params.\n\n' +
-        'Set response_format="structured" for JSON with similarity scores and visualization hints.',
+    description: 'Find XBRL metrics templates by question. Returns template_id → use with etsquare_execute_metrics.\n\n' +
+        'For XBRL metrics (revenue, margins, EPS, debt, cash flow) only. ' +
+        'For narrative KPIs (comps, traffic, ARR), use etsquare_search or etsquare_query_kpis instead.',
     inputSchema: {
         question: z.string().min(3).describe('Structured metrics question (e.g., "revenue trend by quarter", "gross margin trend", "EPS trend")'),
         scenario: z.enum(['snapshot', 'trends', 'peer_benchmark']).optional().describe('Filter by scenario type'),
@@ -1586,9 +1601,7 @@ server.registerTool('etsquare_discover_metrics', {
 // ─── Tool 5: Get Full Chunk Text ────────────────────────────────────────────
 server.registerTool('etsquare_get_chunk', {
     title: 'Get Full Chunk Text',
-    description: 'Fetch the full text for a specific search result chunk. ' +
-        'Use this when etsquare_search returns a truncated snippet and you need the complete chunk text. ' +
-        'Requires both chunk_id and execution_id from a prior search result.',
+    description: 'Fetch full chunk text when etsquare_search returned a truncated snippet.',
     inputSchema: {
         chunk_id: z.string().length(32).describe('Chunk ID from etsquare_search output'),
         execution_id: z.string().min(32).describe('Execution ID from the etsquare_search response header'),
@@ -1625,8 +1638,7 @@ server.registerTool('etsquare_get_chunk', {
 // ─── Tool 6: Get Chunk Context ──────────────────────────────────────────────
 server.registerTool('etsquare_get_chunk_context', {
     title: 'Get Chunk Context',
-    description: 'Fetch the highlighted chunk plus surrounding context from the same filing section. ' +
-        'Use this when you need the paragraphs immediately before and after a search hit.',
+    description: 'Fetch chunk with surrounding paragraphs from the same filing section.',
     inputSchema: {
         chunk_id: z.string().length(32).describe('Chunk ID from etsquare_search output'),
         neighbor_span: z.number().min(0).max(5).default(1).optional().describe('How many adjacent chunks to include before and after'),
@@ -1686,11 +1698,8 @@ server.registerTool('etsquare_get_chunk_context', {
 // ─── Tool 7: Compare Companies ──────────────────────────────────────────────
 server.registerTool('etsquare_compare', {
     title: 'Compare Companies in SEC Filings',
-    description: 'Compare 2-5 companies across SEC filings in a single call. ' +
-        'Returns per-ticker results grouped for easy side-by-side analysis.\n\n' +
-        'Resolve company names to tickers first with etsquare_lookup_company.\n\n' +
-        'Use mode_lock=HYBRID to include both narrative text and structured metrics.\n\n' +
-        'Always returns structured JSON (comparison results are inherently structured).',
+    description: 'Compare 2-5 companies side-by-side across SEC filings. Returns per-ticker grouped results. ' +
+        'Use HYBRID mode for text + metrics together.',
     inputSchema: {
         tickers: z.array(z.string()).min(2).max(5)
             .describe('Company tickers to compare (2-5). Resolve names first with etsquare_lookup_company.'),
@@ -1790,10 +1799,7 @@ server.registerTool('etsquare_compare', {
 // ─── Tool 8: Weekly Brief ───────────────────────────────────────────────────
 server.registerTool('etsquare_weekly_brief', {
     title: 'Weekly SEC Filing Intelligence Brief',
-    description: 'Get the latest weekly SEC filing intelligence brief. ' +
-        'Returns notable 8-K events, edge signals (unusual filings), and sector heatmap. ' +
-        'Updated weekly. Great for market monitoring and identifying emerging risks.\n\n' +
-        'Default response_format is "structured" (full JSON). Use "text" for readable summary.',
+    description: 'Weekly SEC filing brief: notable 8-K events, edge signals, sector heatmap. Updated weekly.',
     inputSchema: {
         sections: z.array(z.enum(['notable', 'edge_signals', 'heatmap', 'methodology'])).optional()
             .describe('Filter to specific sections. Returns all if omitted.'),
@@ -1879,8 +1885,7 @@ server.registerTool('etsquare_weekly_brief', {
 // ─── Tool 9: Company Research ──────────────────────────────────────────────
 server.registerTool('etsquare_company_research', {
     title: 'Company Research Packet',
-    description: 'Returns a citation-grounded research packet for one company in a single call. ' +
-        'Server-side orchestration assembles financials, earnings, narrative, ownership, and KPIs with SEC provenance.',
+    description: 'Full research packet for one company: financials, earnings, narrative, ownership, KPIs. Single call.',
     inputSchema: {
         ticker: z.string().min(1).max(10)
             .describe('Company ticker (e.g., "AAPL", "NVDA"). Resolve names first with etsquare_lookup_company.'),
@@ -1930,4 +1935,4 @@ server.registerTool('etsquare_company_research', {
 // ─── Start Server ───────────────────────────────────────────────────────────
 const transport = new StdioServerTransport();
 await server.connect(transport);
-log('info', 'ETSquare MCP Server v0.6.0 ready and listening on stdio (15 tools)');
+log('info', 'ETSquare MCP Server v0.7.0 ready and listening on stdio (16 tools)');

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@etsquare/mcp-server-sec",
-  "version": "0.6.3",
+  "version": "0.7.1",
   "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",