@finchagentic/mcp 4.6.1 → 4.6.2

package/dist/tools/events.js

@@ -1,182 +0,0 @@
-"use strict";
-// Material events from SEC Form 8-K.
-//
-// Companies must file an 8-K within four business days of a material event, and
-// each one is tagged with standardised item codes. The codes are where the
-// signal lives — and where it hides, because "Item 5.02" means nothing to a
-// reader who has not memorised the schedule. This decodes them.
-//
-// The item codes come straight from the submissions index, so building a
-// timeline costs one request rather than one per filing.
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.EVENT_TOOLS = void 0;
-exports.buildStockEvents = buildStockEvents;
-exports.handleEventTool = handleEventTool;
-const zod_1 = require("zod");
-const SEC_UA = "Finch MCP research (contact: support@finchagentic.com)";
-/** 8-K item codes. `signal` marks the ones that usually move a thesis. */
-const ITEMS = {
-    "1.01": { label: "Entered a material agreement", signal: true },
-    "1.02": { label: "Terminated a material agreement", signal: true },
-    "1.03": { label: "Bankruptcy or receivership", signal: true },
-    "2.01": { label: "Completed an acquisition or disposal of assets", signal: true },
-    "2.02": { label: "Results of operations — earnings release", signal: true },
-    "2.03": { label: "Took on debt or an off-balance-sheet obligation", signal: true },
-    "2.04": { label: "Debt acceleration or default triggered", signal: true },
-    "2.05": { label: "Restructuring / exit costs (often layoffs or closures)", signal: true },
-    "2.06": { label: "Material impairment (asset written down)", signal: true },
-    "3.01": { label: "Delisting notice or listing-rule failure", signal: true },
-    "3.02": { label: "Unregistered equity sale — dilution", signal: true },
-    "3.03": { label: "Material change to shareholder rights", signal: true },
-    "4.01": { label: "Changed auditors", signal: true },
-    "4.02": { label: "Prior financials no longer reliable — restatement", signal: true },
-    "5.01": { label: "Change in control of the company", signal: true },
-    "5.02": { label: "Executive or director appointed, departed, or compensated", signal: true },
-    "5.03": { label: "Amended charter or bylaws / changed fiscal year", signal: false },
-    "5.05": { label: "Amended the code of ethics", signal: false },
-    "5.07": { label: "Shareholder vote results", signal: false },
-    "7.01": { label: "Regulation FD disclosure (investor-facing statement)", signal: false },
-    "8.01": { label: "Other events the company chose to report", signal: false },
-    "9.01": { label: "Exhibits attached (accompanies other items)", signal: false },
-};
-exports.EVENT_TOOLS = [
-    {
-        name: "stock_events",
-        description: "Timeline of a US company's material events from SEC Form 8-K, with the item codes decoded " +
-            "into plain language — earnings releases, executive departures, debt raises, dilution, " +
-            "restatements, impairments, layoffs. Companies must file within four business days, so this " +
-            "is the fastest authoritative record of what actually happened. No API key needed.",
-        inputSchema: {
-            type: "object",
-            properties: {
-                ticker: { type: "string", description: "US ticker symbol, e.g. 'HOOD', 'NVDA'" },
-                limit: { type: "number", description: "How many recent 8-K filings (default 15, max 40)" },
-                signalOnly: {
-                    type: "boolean",
-                    description: "Only show filings carrying a thesis-relevant item (skips routine votes/exhibits)",
-                },
-            },
-            required: ["ticker"],
-        },
-    },
-];
-const Schema = zod_1.z.object({
-    ticker: zod_1.z.string().min(1).max(10),
-    limit: zod_1.z.number().int().min(1).max(40).optional(),
-    signalOnly: zod_1.z.boolean().optional(),
-});
-// Pure map to the stock_events structuredContent payload.
-function buildStockEvents(ticker, companyName, signalOnly, events) {
-    return {
-        ticker,
-        companyName,
-        signalOnly,
-        count: events.length,
-        events: events.map((e) => ({
-            filingDate: e.date,
-            reportDate: e.reportDate ?? null,
-            codes: e.codes,
-            hasSignal: e.hasSignal,
-            url: e.url,
-        })),
-    };
-}
-async function secFetch(url) {
-    try {
-        const res = await fetch(url, { headers: { "User-Agent": SEC_UA }, signal: AbortSignal.timeout(20000) });
-        if (!res.ok)
-            return null;
-        return await res.text();
-    }
-    catch {
-        return null;
-    }
-}
-async function handleEventTool(name, args) {
-    if (name !== "stock_events")
-        return null;
-    const parsed = Schema.safeParse(args);
-    if (!parsed.success) {
-        return { content: [{ type: "text", text: `${parsed.error.issues[0].message}` }], isError: true };
-    }
-    const ticker = parsed.data.ticker.trim().toUpperCase();
-    const limit = parsed.data.limit ?? 15;
-    const signalOnly = parsed.data.signalOnly === true;
-    const tickersRaw = await secFetch("https://www.sec.gov/files/company_tickers.json");
-    if (!tickersRaw) {
-        return { content: [{ type: "text", text: "SEC ticker index unavailable — try again shortly." }], isError: true };
-    }
-    const hit = Object.values(JSON.parse(tickersRaw)).find((x) => String(x.ticker).toUpperCase() === ticker);
-    if (!hit) {
-        return {
-            content: [{ type: "text", text: `No SEC filer found for **${ticker}**. US-listed SEC filers only.` }],
-            isError: true,
-        };
-    }
-    const cik = String(hit.cik_str).padStart(10, "0");
-    const subsRaw = await secFetch(`https://data.sec.gov/submissions/CIK${cik}.json`);
-    if (!subsRaw) {
-        return { content: [{ type: "text", text: `Could not load SEC filings for ${ticker}.` }], isError: true };
-    }
-    const subs = JSON.parse(subsRaw);
-    const r = subs.filings?.recent;
-    if (!r?.form) {
-        return { content: [{ type: "text", text: `No filing index for ${ticker}.` }], isError: true };
-    }
-    const events = [];
-    const cikNum = String(Number(cik));
-    for (let i = 0; i < r.form.length && events.length < limit; i++) {
-        if (r.form[i] !== "8-K")
-            continue;
-        const codes = String(r.items?.[i] ?? "")
-            .split(",")
-            .map((c) => c.trim())
-            .filter(Boolean);
-        const hasSignal = codes.some((c) => ITEMS[c]?.signal);
-        if (signalOnly && !hasSignal)
-            continue;
-        const acc = String(r.accessionNumber[i]).replace(/-/g, "");
-        events.push({
-            date: r.filingDate[i],
-            reportDate: r.reportDate?.[i],
-            codes,
-            url: `https://www.sec.gov/Archives/edgar/data/${cikNum}/${acc}/${r.primaryDocument[i]}`,
-            hasSignal,
-        });
-    }
-    if (!events.length) {
-        return {
-            content: [{
-                    type: "text",
-                    text: `# ${subs.name} (${ticker}) — material events\n\n` +
-                        (signalOnly
-                            ? `No 8-K filings with thesis-relevant items in the recent window. Re-run without \`signalOnly\` to see routine filings.`
-                            : `No 8-K filings found.`),
-                }],
-            structuredContent: buildStockEvents(ticker, subs.name ?? null, !!signalOnly, events),
-        };
-    }
-    const lines = [
-        `# ${subs.name} (${ticker}) — material events`,
-        ``,
-        `**${events.length}** Form 8-K filing(s) from SEC EDGAR${signalOnly ? " (thesis-relevant only)" : ""}. ` +
-            `Companies must file within four business days of the event.`,
-        ``,
-    ];
-    for (const e of events) {
-        const decoded = e.codes.map((c) => ({ code: c, ...(ITEMS[c] ?? { label: "Unclassified item", signal: false }) }));
-        const headline = decoded.find((d) => d.signal) ?? decoded[0];
-        lines.push(`### ${e.hasSignal ? "🔔" : "▫️"} ${e.date}${e.reportDate && e.reportDate !== e.date ? ` _(event ${e.reportDate})_` : ""}`, `**${headline?.label ?? "8-K filed"}**`, ...decoded
-            .filter((d) => d !== headline)
-            .map((d) => `- ${d.signal ? "🔔 " : ""}Item ${d.code} — ${d.label}`), `${e.url}`, ``);
-    }
-    lines.push(`---`, ``, `## How to read this`, ``, `- 🔔 marks items that usually move a thesis. ▫️ items (shareholder votes, exhibit lists, ` +
-        `Reg FD statements) are filed constantly and are mostly noise.`, `- **Item 5.02 is ambiguous by design** — it covers a resignation, a firing, a new hire and a ` +
-        `pay change with the same code. Open the filing before concluding which one it was.`, `- **4.02 is the loudest code here**: prior financial statements can no longer be relied on. ` +
-        `Treat any fundamentals you already pulled as suspect until the restatement lands.`, `- An 8-K states that something happened, not whether it was good. The filing text carries the ` +
-        `detail; the item code only tells you where to look.`, ``, `_Source: SEC EDGAR Form 8-K. Not investment advice._`);
-    return {
-        content: [{ type: "text", text: lines.join("\n") }],
-        structuredContent: buildStockEvents(ticker, subs.name ?? null, !!signalOnly, events),
-    };
-}