@insightsentry/mcp 1.2.7 → 1.2.8

package/dist/index.js

@@ -56,7 +56,7 @@ If you're unsure about a symbol code, search for it: \`search_symbols({ query: "
 
 ### "Fundamental analysis" (e.g., "What's Apple's free cash flow?", "Show me Tesla's balance sheet")
 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 {code, data: [...hundreds of fields...], last_update}. **Always use \`filter\`** to extract only what's needed: \`filter: "data[category='Valuation'].{ \\"id\\": id, \\"name\\": name, \\"value\\": value }"\`. Never return the full response.
+2. \`get_symbol_fundamentals\` — Returns {code, data: [...hundreds of fields...], last_update}. **Always use \`filter\`** to extract only what's needed: \`filter: "data[category='Statistics'].{ \\"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"
@@ -88,8 +88,8 @@ 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(data.category)" })\` — list available categories first
 - \`get_symbol_fundamentals({ symbol: "NASDAQ:AAPL", filter: "data.{ \"id\": id, \"name\": name }" })\` — list all field id+name pairs (without values, lightweight overview)
-- \`get_symbol_fundamentals({ symbol: "NASDAQ:AAPL", filter: "data[category='Valuation'].{ \"id\": id, \"name\": name, \"value\": value }" })\` — then grab specific category with values
-- \`screen_stocks({ fields: ["close", "volume", "market_cap"], filter: "$sum(data.market_cap)" })\` — aggregate instead of listing rows
+- \`get_symbol_fundamentals({ symbol: "NASDAQ:AAPL", filter: "data[category='Statistics'].{ \"id\": id, \"name\": name, \"value\": value }" })\` — then grab specific category with values
+- \`screen_stocks({ fields: ["close", "volume", "market_cap"], filter: "$sum(data[market_cap != null].market_cap)" })\` — aggregate instead of listing rows (filter nulls first, as some rows may lack a field)
 - \`get_stock_screener_params({ filter: "available_fields[$contains($, \\"volume\\")]" })\` — search screener fields by keyword (available_fields is a flat string array, not objects)
 - \`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
@@ -100,7 +100,7 @@ Examples:
 - \`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\": $sum(series.volume) }" })\` — compute period return and total volume
-- \`screen_stocks({ fields: ["close", "volume", "market_cap", "change_percent"], filter: "data[change_percent > 0].{ \"name\": name, \"change_percent\": change_percent }" })\` — only gainers
+- \`screen_stocks({ fields: ["close", "volume", "market_cap", "change_percent"], filter: "data[change_percent][change_percent > 0].{ \"name\": name, \"change_percent\": change_percent }" })\` — only gainers (first predicate filters out nulls)
 - \`get_documents({ code: "NASDAQ:AAPL", filter: "$[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.
@@ -109,16 +109,16 @@ Also prefer API-level filtering when available (screener field selection, option
 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 }" })\`
+\`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][price_free_cash_flow_ttm][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 }" })\`
+\`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][relative_volume_intraday][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 }" })\`
+\`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][debt_to_equity_fq][operating_margin_ttm][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 }" })\`
+\`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][volatility_week][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) {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@insightsentry/mcp",
-  "version": "1.2.7",
+  "version": "1.2.8",
   "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",