@insightsentry/mcp 1.2.4 → 1.2.6

package/dist/index.js

@@ -1,5 +1,7 @@
 import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
+import { z } from "zod";
+import jsonata from "jsonata";
 import { ApiClient } from "./api-client.js";
 import { toolDefinitions } from "./tool-definitions.js";
 import { docResources } from "./resources.js";
@@ -8,15 +10,14 @@ const INSTRUCTIONS = `You are connected to the InsightSentry financial data API.
 ## IMPORTANT: Symbol Code Format
 InsightSentry uses EXCHANGE:SYMBOL format for all symbol codes. This is NOT the same as ticker symbols used by brokers or Google Finance.
 
-**ALWAYS use \`search_symbols\` first** to find the correct code before calling any other tool. Do NOT guess symbol codes.
+**Use \`search_symbols\` first** to find the correct code before calling any other tool. Do NOT guess symbol codes.
 
 Examples of correct codes:
 - NASDAQ:AAPL (not just "AAPL")
 - NYSE:TSLA (not "TSLA")
 - BINANCE:BTCUSDT (not "BTC" or "BTCUSD")
 - CME_MINI:NQ1! (not "NQ" or "/NQ")
-- OPRA:AAPL260417P325.0 (option codes)
-- COMEX:GC1! (not "GC" or "GOLD")
+- COMEX:GCH2026 (not "GC26" or "GOLD")
 
 If you're unsure about a symbol code, search for it: \`search_symbols({ query: "apple" })\`
 
@@ -25,24 +26,24 @@ If you're unsure about a symbol code, search for it: \`search_symbols({ query: "
 ### "Get me data on a stock/crypto/asset"
 1. \`search_symbols\` — **Always start here.** Find the correct EXCHANGE:SYMBOL code.
 2. Then use any combination of:
-   - \`get_quotes\` — Current price, change, bid/ask, volume (up to 10 symbols at once)
-   - \`get_symbol_series\` — OHLCV bars (tick/second/minute/hour/day/week/month, up to 30k bars, with real-time option)
-   - \`get_symbol_info\` — Metadata: sector, industry, market cap, P/E, dividends, splits, option chains
-   - \`get_symbol_fundamentals\` — Deep fundamentals: valuation, profitability, balance sheet, income statement (call \`get_fundamentals_meta\` first to discover field IDs)
+   - \`get_quotes\` — Last price, change, bid/ask, volume, market status, market cap (up to 10 symbols at once)
+   - \`get_symbol_series\` — OHLCV bars (tick/second/minute/hour/day/week/month, up to 30k bars, with real-time long_poll option). Use \`filter\` to compute aggregates or extract specific bars instead of consuming all data.
+   - \`get_symbol_info\` — Metadata: sector, industry, market cap, P/E, dividends, splits, option chains. Response is large — use \`filter: "$keys($)"\` to discover fields, then pick only what's needed.
+   - \`get_symbol_fundamentals\` — Deep fundamentals: valuation, profitability, balance sheet, income statement. Returns hundreds of fields — use \`filter\` to list categories or grab specific ones (see examples below).
 
 ### "Screen/filter the market"
 1. \`get_stock_screener_params\` (or etf/bond/crypto) — Discover available fields, exchanges, countries
-2. \`screen_stocks\` (or etf/bond/crypto) — POST with fields, filters, sorting. Returns paginated results (1000/page).
+2. \`screen_stocks\` (or etf/bond/crypto) — POST with fields, sorting. Returns up to 1000 results/page — use \`filter\` to narrow results, compute aggregates, or extract only matching rows (see Screener Recipes below).
 
 ### "Options analysis"
 1. \`search_symbols\` — Find the underlying
-2. \`list_options\` — Get available option contracts
-3. \`get_options_expiration\` or \`get_options_strike\` — Get chain with Greeks (delta, gamma, theta, vega, IV)
-4. \`get_quotes\` — Real-time option quotes (use the OPRA:... option code)
-5. \`get_symbol_series\` — Historical option price data
+2. \`list_options\` — Get available option contracts. Narrow with API params: \`type\` (call/put), \`range\` (strike ±N% of price), \`expiration_min\`/\`expiration_max\` (date range).
+3. \`get_options_expiration\` or \`get_options_strike\` — Get chain with Greeks (delta, gamma, theta, vega, IV). API params: \`range\`, \`type\`, \`from\`/\`to\` (date range), \`sortBy\` (delta, implied_volatility, strike_price, etc.), \`sort\` (asc/desc). Use these to narrow at the API level, then \`filter\` to refine by Greeks (e.g., delta range, IV threshold).
+4. \`get_quotes\` — Real-time option quotes (use the OPRA:... or Futures option code)
+5. \`get_symbol_series\` — Historical option price data (Only available for OPRA)
 
 ### "What's happening in the market?"
-- \`get_newsfeed\` — Latest financial news (filter by keywords)
+- \`get_newsfeed\` — Latest financial news (filter by keywords). Use \`filter\` to limit results (e.g., first N headlines with title+date only).
 - \`get_earnings\` — Upcoming/recent earnings
 - \`get_dividends\` — Dividend calendar
 - \`get_ipos\` — IPO calendar
@@ -54,13 +55,12 @@ If you're unsure about a symbol code, search for it: \`search_symbols({ query: "
 - For extensive futures history, use specific contract codes (e.g., CME_MINI:NQH2024), not continuous (CME_MINI:NQ1!)
 
 ### "Fundamental analysis" (e.g., "What's Apple's free cash flow?", "Show me Tesla's balance sheet")
-1. \`get_fundamentals_meta\` — Call first if unsure which fields exist. Returns all available fields as \`{id, name, category, type, period}\` without values. Lightweight, no symbol needed. Skip if you already know the field IDs.
-2. Search the meta response to find relevant field IDs (e.g., search for "cash flow" → \`free_cash_flow_fq\`, \`free_cash_flow_fy\`).
-3. \`get_symbol_fundamentals\` — Returns the same fields but with \`value\` included. **Filter the response** to only the relevant fields — do NOT dump hundreds of fields to the user.
-4. (Optional) \`get_fundamentals_series\` — For historical trends of specific indicators (max 5 IDs per request).
+1. \`get_fundamentals_meta\` — Call with \`filter\` to discover fields: \`filter: "base[$contains($lowercase(name), \\"cash flow\\")].{ \\"id\\": id, \\"name\\": name }"\` or \`filter: "$distinct(base.category)"\`. Lightweight, no symbol needed. Skip if you already know the field IDs.
+2. \`get_symbol_fundamentals\` — Returns hundreds of fields. **Always use \`filter\`** to extract only what's needed: \`filter: "$[category='Valuation'].{ \\"id\\": id, \\"name\\": name, \\"value\\": value }"\`. Never return the full response.
+3. (Optional) \`get_fundamentals_series\` — For historical trends of specific indicators (max 5 IDs per request).
 
 ### "SEC filings and transcripts"
-1. \`get_documents\` — List available filings for a symbol
+1. \`get_documents\` — List available filings for a symbol. Use \`filter\` to narrow by form type (e.g., \`filter: "$[form=\\"10-K\\" or form=\\"10-Q\\"]"\`).
 2. \`get_document\` — Read a specific document's content
 
 ### "Help the user build an app with our API"
@@ -76,8 +76,48 @@ Read the documentation resources for comprehensive guides:
 - **Symbol format**: Always \`EXCHANGE:SYMBOL\` (e.g., NASDAQ:AAPL, BINANCE:BTCUSDT, CME_MINI:NQ1!)
 - **Option codes**: \`OPRA:AAPL260417P325.0\` = OPRA exchange, AAPL, expires 2026-04-17, Put, $325 strike
 - **Screeners**: First GET to discover fields, then POST to filter. Fields are case-insensitive.
-- **Time series**: \`bar_type\` (tick/second/minute/hour/day/week/month) + \`bar_interval\` (1-1440). Use \`dp\` to control data points (default 3000, max 30000). **Always use \`abbr=true\`** on \`get_symbol_series\` and \`get_symbol_history\` — it returns compact arrays instead of objects, significantly reducing token usage. Check \`series_keys\` for column order as it varies by bar type.
+- **Time series**: \`bar_type\` (tick/second/minute/hour/day/week/month) + \`bar_interval\` (1-1440). Use \`dp\` to control data points (default 3000, max 30000). When using \`filter\`, skip \`abbr\` — named keys (e.g., \`series.close\`) are more reliable than positional indices. Use \`abbr=true\` only when returning raw series without a filter.
 - **WebSocket**: For real-time streaming, read the websocket resource. Two endpoints: /live (market data) and /newsfeed (news).
+
+## Handling Large Responses — Use \`filter\` (JSONata)
+API responses can be large (e.g., 30k bars of time series, hundreds of fundamental fields, full screener pages). **Every tool supports an optional \`filter\` parameter** that accepts a [JSONata](https://jsonata.org) expression. The filter is applied server-side before the response reaches you, so you only receive the data you need — drastically reducing token usage.
+
+**Always use \`filter\` when you don't need the full response.** Only omit it when the user explicitly asks for raw data or when debugging.
+
+Examples:
+- \`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 2000, filter: "{ \"code\": code, \"avg_close\": $average(series.close), \"max_high\": $max(series.high), \"min_low\": $min(series.low) }" })\` — compute aggregates server-side instead of consuming all bars
+- \`get_symbol_fundamentals({ symbol: "NASDAQ:AAPL", filter: "$distinct($.category)" })\` — list available categories first
+- \`get_symbol_fundamentals({ symbol: "NASDAQ:AAPL", filter: "$.{ \"id\": id, \"name\": name }" })\` — list all field id+name pairs (without values, lightweight overview)
+- \`get_symbol_fundamentals({ symbol: "NASDAQ:AAPL", filter: "$[category='Valuation'].{ \"id\": id, \"name\": name, \"value\": value }" })\` — then grab specific category with values
+- \`screen_stocks({ fields: ["close", "volume", "market_cap"], filter: "$sum(data.market_cap)" })\` — aggregate instead of listing rows
+- \`get_symbol_info({ symbol: "NASDAQ:AAPL", filter: "$keys($)" })\` — list all available fields first
+- \`get_symbol_info({ symbol: "NASDAQ:AAPL", filter: "{ \"sector\": sector, \"industry\": industry, \"market_cap\": market_cap, \"ceo\": ceo }" })\` — then pick specific fields
+- \`get_newsfeed({ keywords: "tesla", filter: "data[[0..2]].{ \"title\": title, \"published_at\": published_at }" })\` — first 3 headlines only
+- \`get_fundamentals_meta({ filter: "base[$contains($lowercase(name), \"cash flow\")].{ \"id\": id, \"name\": name, \"period\": period }" })\` — search available fields by keyword
+- \`get_fundamentals_meta({ filter: "$distinct(base.category)" })\` — list all available categories
+- \`get_fundamentals_meta({ filter: "$distinct(base.group)" })\` — list all available groups
+- \`get_fundamentals_meta({ filter: "fundamental_series[$contains($lowercase(name), \"cash\") or $contains($lowercase(name), \"income\")].id" })\` — find series IDs for use with get_fundamentals_series
+- \`get_options_expiration({ code: "NASDAQ:AAPL", expiration: "2026-06-17", range: 10, type: "call", filter: "data[$abs(delta) >= 0.4 and $abs(delta) <= 0.6].{ \"code\": code, \"strike\": strike_price, \"delta\": delta, \"iv\": implied_volatility }" })\` — API narrows to ±10% strikes + calls, then filter refines by delta
+- \`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 300, filter: "{ \"code\": code, \"period_return_pct\": $round((series[-1].close - series[0].open) / series[0].open * 100, 2), \"total_volume\": $sum(series.volume) }" })\` — compute period return and total volume
+- \`screen_stocks({ fields: ["close", "volume", "market_cap", "change_percent"], filter: "data[change_percent > 0].{ \"name\": name, \"change_percent\": change_percent }" })\` — only gainers
+- \`get_documents({ code: "NASDAQ:AAPL", filter: "$[form=\"10-K\" or form=\"10-Q\"].{ \"id\": id, \"title\": title, \"form\": form }" })\` — only SEC filings (10-K/10-Q)
+
+Also prefer API-level filtering when available (screener field selection, option \`type\`/\`range\` filters) — combine with \`filter\` for maximum efficiency.
+
+### Screener Recipes
+Screener fields are limited to 10 per request — pick the most relevant ones and use \`filter\` to narrow and reshape results.
+
+**Value screen** — low P/E, cheap on cash flow:
+\`screen_stocks({ fields: ["close", "market_cap", "price_earnings_ttm", "price_free_cash_flow_ttm", "dividends_yield", "enterprise_value_ebitda_ttm"], exchanges: ["NYSE", "NASDAQ"], sortBy: "market_cap", sortOrder: "desc", filter: "data[price_earnings_ttm > 0 and price_earnings_ttm < 15 and price_free_cash_flow_ttm < 10].{ \"name\": name, \"code\": symbol_code, \"pe\": price_earnings_ttm, \"p_fcf\": price_free_cash_flow_ttm, \"div_yield\": dividends_yield, \"ev_ebitda\": enterprise_value_ebitda_ttm }" })\`
+
+**Momentum screen** — strong 3-month performance + unusual volume:
+\`screen_stocks({ fields: ["close", "market_cap", "change_percent_1W", "performance_3_month", "relative_volume_intraday", "average_volume_30d"], exchanges: ["NYSE", "NASDAQ"], sortBy: "performance_3_month", sortOrder: "desc", filter: "data[performance_3_month > 20 and relative_volume_intraday > 1.5].{ \"name\": name, \"code\": symbol_code, \"perf_3m\": performance_3_month, \"chg_1w\": change_percent_1W, \"rvol\": relative_volume_intraday }" })\`
+
+**Quality screen** — high ROIC, low leverage, strong margins:
+\`screen_stocks({ fields: ["close", "market_cap", "return_on_invested_capital_fq", "debt_to_equity_fq", "operating_margin_ttm", "free_cash_flow_margin_ttm", "gross_margin_ttm"], exchanges: ["NYSE", "NASDAQ"], sortBy: "market_cap", sortOrder: "desc", filter: "data[return_on_invested_capital_fq > 20 and debt_to_equity_fq < 1 and operating_margin_ttm > 25].{ \"name\": name, \"code\": symbol_code, \"roic\": return_on_invested_capital_fq, \"d_e\": debt_to_equity_fq, \"op_margin\": operating_margin_ttm, \"fcf_margin\": free_cash_flow_margin_ttm }" })\`
+
+**Volatility + volume spike** — unusual activity detection:
+\`screen_stocks({ fields: ["close", "market_cap", "volatility_week", "volatility_month", "relative_volume_intraday", "gap", "change_percent"], exchanges: ["NYSE", "NASDAQ"], sortBy: "relative_volume_intraday", sortOrder: "desc", filter: "data[relative_volume_intraday > 2 and volatility_week > 3].{ \"name\": name, \"code\": symbol_code, \"vol_w\": volatility_week, \"rvol\": relative_volume_intraday, \"gap\": gap, \"chg\": change_percent }" })\`
 `;
 const apiKey = process.env.INSIGHTSENTRY_API_KEY?.trim();
 function isJwt(token) {
@@ -110,7 +150,11 @@ else {
 const server = new McpServer({ name: "insightsentry", version: "1.0.0" }, { instructions: INSTRUCTIONS });
 // Register all API tools with Zod schemas for type-safe parameter validation
 for (const tool of toolDefinitions) {
-    server.registerTool(tool.name, { description: tool.description, inputSchema: tool.schema }, async (args) => {
+    const schema = {
+        ...tool.schema,
+        filter: z.string().describe("(Optional) JSONata expression to filter/transform the API response server-side before it reaches you. Use this to extract only the fields or rows you need, reducing token usage. See https://jsonata.org for syntax.").optional(),
+    };
+    server.registerTool(tool.name, { description: tool.description, inputSchema: schema }, async (args) => {
         if (!client) {
             return {
                 content: [
@@ -123,10 +167,16 @@ for (const tool of toolDefinitions) {
             };
         }
         try {
-            const result = await client.request(tool.method, tool.pathTemplate, args);
-            const content = typeof result === "string"
-                ? result
-                : JSON.stringify(result, null, 2);
+            const { filter: filterExpr, ...apiArgs } = args;
+            const result = await client.request(tool.method, tool.pathTemplate, apiArgs);
+            let output = result;
+            if (filterExpr && typeof filterExpr === "string") {
+                const expr = jsonata(filterExpr);
+                output = await expr.evaluate(result);
+            }
+            const content = typeof output === "string"
+                ? output
+                : JSON.stringify(output, null, 2);
             return {
                 content: [{ type: "text", text: content }],
             };

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package/dist/resources.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"resources.d.ts","sourceRoot":"","sources":["../src/resources.ts"],"names":[],"mappings":"AAKA,MAAM,WAAW,WAAW;IAC1B,GAAG,EAAE,MAAM,CAAC;IACZ,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,QAAQ,EAAE,MAAM,CAAC;IACjB,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,eAAO,MAAM,YAAY,EAAE,WAAW,EAgrFrC,CAAC"}
+{"version":3,"file":"resources.d.ts","sourceRoot":"","sources":["../src/resources.ts"],"names":[],"mappings":"AAKA,MAAM,WAAW,WAAW;IAC1B,GAAG,EAAE,MAAM,CAAC;IACZ,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,QAAQ,EAAE,MAAM,CAAC;IACjB,OAAO,EAAE,MAAM,CAAC;CACjB;AAED,eAAO,MAAM,YAAY,EAAE,WAAW,EA+rFrC,CAAC"}

package/dist/resources.js

@@ -1962,13 +1962,28 @@ GET https://api.insightsentry.com/v3/symbols/CME_MINI:NQZ2025/info
 ### Filter by Expiration Date
 
           Use the \`/v3/options/expiration\` endpoint to get options
-            expiring on a specific date:
+            by expiration. Provide either an exact date or a date range:
 
 
 \`\`\`bash
-GET https://api.insightsentry.com/v3/options/expiration?code=NASDAQ:AAPL&expiration=2027-06-17
+# Exact expiration date
+GET /v3/options/expiration?code=NASDAQ:AAPL&expiration=2027-06-17
+
+# Expiration date range
+GET /v3/options/expiration?code=NASDAQ:AAPL&from=2026-06-01&to=2026-12-31
+
+# Only from (all expirations after this date)
+GET /v3/options/expiration?code=NASDAQ:AAPL&from=2027-01-01
+
+# Only to (all expirations before this date)
+GET /v3/options/expiration?code=NASDAQ:AAPL&to=2026-06-30
 \`\`\`
 
+          - **expiration**: Exact date match (ignored when from/to is provided)
+          - **from**: Minimum expiration date (inclusive)
+          - **to**: Maximum expiration date (inclusive)
+          - At least one of expiration, from, or to must be provided.
+
 
 #### Strike Range Filter
 

package/dist/resources.js.map

@@ -1 +1 @@
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+{"version":3,"file":"resources.js","sourceRoot":"","sources":["../src/resources.ts"],"names":[],"mappings":"AAAA,6CAA6C;AAC7C,kFAAkF;AAClF,kEAAkE;AAClE,uCAAuC;AAUvC,MAAM,CAAC,MAAM,YAAY,GAAkB;IACzC;QACE,GAAG,EAAE,+BAA+B;QACpC,IAAI,EAAE,8BAA8B;QACpC,WAAW,EAAE,2GAA2G;QACxH,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAqIZ;KACE;IACD;QACE,GAAG,EAAE,gCAAgC;QACrC,IAAI,EAAE,qCAAqC;QAC3C,WAAW,EAAE,uHAAuH;QACpI,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmOZ;KACE;IACD;QACE,GAAG,EAAE,gCAAgC;QACrC,IAAI,EAAE,mCAAmC;QACzC,WAAW,EAAE,6IAA6I;QAC1J,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iDAuxBoC;KAC9C;IACD;QACE,GAAG,EAAE,+BAA+B;QACpC,IAAI,EAAE,kCAAkC;QACxC,WAAW,EAAE,+FAA+F;QAC5G,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;0BAsXa;KACvB;IACD;QACE,GAAG,EAAE,8BAA8B;QACnC,IAAI,EAAE,iCAAiC;QACvC,WAAW,EAAE,uFAAuF;QACpG,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;oFAk5BuE;KACjF;IACD;QACE,GAAG,EAAE,8BAA8B;QACnC,IAAI,EAAE,uCAAuC;QAC7C,WAAW,EAAE,2IAA2I;QACxJ,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAwGN;KACJ;IACD;QACE,GAAG,EAAE,sCAAsC;QAC3C,IAAI,EAAE,qCAAqC;QAC3C,WAAW,EAAE,8FAA8F;QAC3G,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;aA8JA;KACV;CACF,CAAC"}

package/dist/tool-definitions.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"tool-definitions.d.ts","sourceRoot":"","sources":["../src/tool-definitions.ts"],"names":[],"mappings":"AAEA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,MAAM,WAAW,cAAc;IAC7B,IAAI,EAAE,MAAM,CAAC;IACb,WAAW,EAAE,MAAM,CAAC;IACpB,MAAM,EAAE,MAAM,CAAC;IACf,YAAY,EAAE,MAAM,CAAC;IACrB,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,CAAC,CAAC,UAAU,CAAC,CAAC;CACtC;AAED,eAAO,MAAM,eAAe,EAAE,cAAc,EAiU3C,CAAC"}

package/dist/tool-definitions.js

@@ -131,12 +131,14 @@ export const toolDefinitions = [
     },
     {
         name: "get_options_expiration",
-        description: "Option chain by expiration. Retrieve option chain data for a specific expiration date. Use the /v3/symbols/quotes endpoint with the returned option codes to get last price and volume (up to 10 codes per request). → Returns {underlying_code, last_update, last_price?, data: [{code, type, strike_price, expiration, ask_price, bid_price, delta, gamma, theta, vega, rho, implied_volatility, theoretical_price, bid_iv, ask_iv}]}. last_price is included when range is provided. To get last price and volume of option contracts, use get_quotes with the option codes (e.g., codes=OPRA:AAPL270617C230.0,OPRA:AAPL270617C260.0, up to 10). For historical option price data use get_symbol_series.",
+        description: "Option chain by expiration. Retrieve option chain data by expiration. Provide either expiration (exact date) or from/to (date range). Use the /v3/symbols/quotes endpoint with the returned option codes to get last price and volume (up to 10 codes per request). → Returns {underlying_code, last_update, last_price?, data: [{code, type, strike_price, expiration, ask_price, bid_price, delta, gamma, theta, vega, rho, implied_volatility, theoretical_price, bid_iv, ask_iv}]}. Provide expiration for exact date, or from/to for a date range. last_price is included when range is provided. To get last price and volume of option contracts, use get_quotes with the option codes (e.g., codes=OPRA:AAPL270617C230.0,OPRA:AAPL270617C260.0, up to 10). For historical option price data use get_symbol_series.",
         method: "GET",
         pathTemplate: "/v3/options/expiration",
         schema: {
             code: z.string().describe("(Required) Symbol code in Exchange:Symbol format (e.g., NASDAQ:AAPL). Use search_symbols to find the correct code."),
-            expiration: z.string().describe("(Required) Expiration Date (format: YYYY-MM-DD)"),
+            expiration: z.string().describe("(Required if from/to not provided) Exact expiration date. Ignored when from or to is provided.").optional(),
+            from: z.string().describe("(Optional) Minimum expiration date. When provided, expiration parameter is ignored.").optional(),
+            to: z.string().describe("(Optional) Maximum expiration date. When provided, expiration parameter is ignored.").optional(),
             range: z.number().int().min(1).describe("(Optional) Strike price range as a percentage of the current underlying price. For example, range=10 returns only options with strikes within ±10% of the current price.").optional(),
             type: z.enum(["call", "put"]).describe("(Optional) Filter by option type.").optional(),
             sortBy: z.enum(["type", "ask_price", "bid_price", "delta", "gamma", "expiration", "implied_volatility", "rho", "strike_price", "theoretical_price", "theta", "vega"]).describe("(Optional) Sort by specified field").optional(),

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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@insightsentry/mcp",
-  "version": "1.2.4",
+  "version": "1.2.6",
   "description": "MCP server for InsightSentry financial data API - provides AI-accessible tools for market data, screening, options, and comprehensive API documentation resources",
   "type": "module",
   "main": "dist/index.js",
@@ -21,17 +21,16 @@
   },
   "keywords": [
     "mcp",
-    "model-context-protocol",
     "insightsentry",
     "financial-data",
     "stock-market",
-    "api",
-    "websocket",
-    "ai"
+    "financial analysis",
+    "ai financial analysis"
   ],
   "license": "MIT",
   "dependencies": {
     "@modelcontextprotocol/sdk": "^1.12.1",
+    "jsonata": "^2.1.0",
     "zod": "^4.3.6"
   },
   "devDependencies": {