@insightsentry/mcp 1.4.2 → 1.4.4

package/dist/index.js

@@ -2,12 +2,14 @@ import { McpServer } from "@modelcontextprotocol/sdk/server/mcp.js";
 import { StdioServerTransport } from "@modelcontextprotocol/sdk/server/stdio.js";
 import { z } from "zod";
 import { ApiClient } from "./api-client.js";
-import { toolDefinitions } from "./tool-definitions.js";
-import { docResources } from "./resources.js";
+import { flexibleInputSchema } from "./arg-coercion.js";
+import { getAuthStatus, getWhoami } from "./auth-status.js";
 import { renderChart } from "./chart.js";
+import { resolveApiKeyWithSource } from "./config.js";
 import { downloadHistory } from "./history.js";
+import { docResources } from "./resources.js";
+import { toolDefinitions } from "./tool-definitions.js";
 import { runApiTool } from "./tool-runner.js";
-import { flexibleInputSchema } from "./arg-coercion.js";
 const INSTRUCTIONS = `You are connected to the InsightSentry financial data API. You have access to real-time and historical market data for equities, futures, options, crypto, forex, and more.
 
 ## IMPORTANT: Symbol Code Format
@@ -26,6 +28,9 @@ If you're unsure about a symbol code, search for it: \`search_symbols({ query: "
 
 ## Common Workflows
 
+### "Am I logged in?" / "Is InsightSentry configured?"
+Call \`whoami\` to check whether this MCP server has an InsightSentry API key configured. It parses the local JWT and returns the logged-in user's email/uuid without calling the external API.
+
 ### "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:
@@ -89,23 +94,23 @@ API responses can be large (e.g., 30k bars of time series, hundreds of fundament
 **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_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='Statistics'].{ \"id\": id, \"name\": name, \"value\": value }" })\` — then grab specific category with values
+- \`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='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($)" })\` — list all available fields first
-- \`get_symbol_info({ symbol: "NASDAQ:AAPL", filter: "{ \"sector\": sector, \"industry\": industry, \"market_cap\": market_cap, \"ceo\": ceo }" })\` — then pick specific fields
-- \`get_newsfeed({ keywords: "tesla", filter: "data[[0..2]].{ \"title\": title, \"published_at\": published_at }" })\` — first 3 headlines only
-- \`get_fundamentals_meta({ filter: "base[$contains($lowercase(name), \"cash flow\")].{ \"id\": id, \"name\": name, \"period\": period }" })\` — search available fields by keyword
+- \`get_symbol_info({ symbol: "NASDAQ:AAPL", filter: "{ "sector": sector, "industry": industry, "market_cap": market_cap, "ceo": ceo }" })\` — then pick specific fields
+- \`get_newsfeed({ keywords: "tesla", filter: "data[[0..2]].{ "title": title, "published_at": published_at }" })\` — first 3 headlines only
+- \`get_fundamentals_meta({ filter: "base[$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\": $sum(series.volume) }" })\` — compute period return and total volume
-- \`screen_stocks({ fields: ["close", "volume", "market_cap", "change_percent"], filter: "data[change_percent][change_percent > 0].{ \"name\": name, \"change_percent\": change_percent }" })\` — only gainers (first predicate filters out nulls)
-- \`get_documents({ code: "NASDAQ:AAPL", filter: "$[form=\"10-K\" or form=\"10-Q\"].{ \"id\": id, \"title\": title, \"form\": form }" })\` — only SEC filings (10-K/10-Q)
+- \`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": $sum(series.volume) }" })\` — compute period return and total volume
+- \`screen_stocks({ fields: ["close", "volume", "market_cap", "change_percent"], filter: "data[change_percent][change_percent > 0].{ "name": name, "change_percent": change_percent }" })\` — only gainers (first predicate filters out nulls)
+- \`get_documents({ code: "NASDAQ:AAPL", filter: "$[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), then combine it with \`filter\` when you need additional shaping.
 
@@ -113,16 +118,16 @@ 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][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 }" })\`
+\`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][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 }" })\`
+\`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][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 }" })\`
+\`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][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 }" })\`
+\`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 }" })\`
 
 ## Charting with \`render_chart\`
 
@@ -133,81 +138,94 @@ Use \`render_chart\` to visualize data as PNG images. It accepts a full [Chart.j
 \`\`\`json
 { "code": "NASDAQ:AAPL", "bar_type": "1d", "series": [{ "time": 1733432340, "open": 242.89, "high": 243.09, "low": 242.82, "close": 243.08, "volume": 533779 }, ...] }
 \`\`\`
-Use \`filter\` to extract parallel arrays for charting — e.g., \`filter: "{ \"labels\": series.$fromMillis(time * 1000, \"[M01]/[D01]\"), \"close\": series.close }"\`.
+Use \`filter\` to extract parallel arrays for charting — e.g., \`filter: "{ "labels": series.$fromMillis(time * 1000, "[M01]/[D01]"), "close": series.close }"\`.
 
 ### Example: Line chart — daily closing prices
 Step 1: Fetch data with filter to extract labels and values:
-\`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 30, filter: "{ \"labels\": series.$fromMillis(time * 1000, \"[M01]/[D01]\"), \"close\": series.close }" })\`
+\`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 30, filter: "{ "labels": series.$fromMillis(time * 1000, "[M01]/[D01]"), "close": series.close }" })\`
 → returns \`{ "labels": ["03/01", "03/02", ...], "close": [242.5, 243.1, ...] }\`
 
 Step 2: Pass to render_chart:
-\`render_chart({ config: "{ \"type\": \"line\", \"data\": { \"labels\": [\"03/01\", \"03/02\", ...], \"datasets\": [{ \"label\": \"AAPL Close\", \"data\": [242.5, 243.1, ...], \"borderColor\": \"rgb(59,130,246)\", \"fill\": false, \"pointRadius\": 0 }] }, \"options\": { \"plugins\": { \"title\": { \"display\": true, \"text\": \"AAPL Daily Close (30 days)\" } } } }" })\`
+\`render_chart({ config: "{ "type": "line", "data": { "labels": ["03/01", "03/02", ...], "datasets": [{ "label": "AAPL Close", "data": [242.5, 243.1, ...], "borderColor": "rgb(59,130,246)", "fill": false, "pointRadius": 0 }] }, "options": { "plugins": { "title": { "display": true, "text": "AAPL Daily Close (30 days)" } } } }" })\`
 
 ### Example: Bar chart — daily volume
-\`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 30, filter: "{ \"labels\": series.$fromMillis(time * 1000, \"[M01]/[D01]\"), \"volume\": series.volume }" })\`
-\`render_chart({ config: "{ \"type\": \"bar\", \"data\": { \"labels\": [...], \"datasets\": [{ \"label\": \"Volume\", \"data\": [...], \"backgroundColor\": \"rgba(59,130,246,0.5)\" }] }, \"options\": { \"plugins\": { \"title\": { \"display\": true, \"text\": \"AAPL Daily Volume\" } } } }" })\`
+\`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 30, filter: "{ "labels": series.$fromMillis(time * 1000, "[M01]/[D01]"), "volume": series.volume }" })\`
+\`render_chart({ config: "{ "type": "bar", "data": { "labels": [...], "datasets": [{ "label": "Volume", "data": [...], "backgroundColor": "rgba(59,130,246,0.5)" }] }, "options": { "plugins": { "title": { "display": true, "text": "AAPL Daily Volume" } } } }" })\`
 
 ### Example: Multi-line — comparing two symbols
 Fetch both series (can be parallel), then combine into one chart:
-\`render_chart({ config: "{ \"type\": \"line\", \"data\": { \"labels\": [...dates...], \"datasets\": [{ \"label\": \"AAPL\", \"data\": [...], \"borderColor\": \"rgb(59,130,246)\", \"pointRadius\": 0 }, { \"label\": \"MSFT\", \"data\": [...], \"borderColor\": \"rgb(239,68,68)\", \"pointRadius\": 0 }] }, \"options\": { \"plugins\": { \"title\": { \"display\": true, \"text\": \"AAPL vs MSFT\" } } } }" })\`
+\`render_chart({ config: "{ "type": "line", "data": { "labels": [...dates...], "datasets": [{ "label": "AAPL", "data": [...], "borderColor": "rgb(59,130,246)", "pointRadius": 0 }, { "label": "MSFT", "data": [...], "borderColor": "rgb(239,68,68)", "pointRadius": 0 }] }, "options": { "plugins": { "title": { "display": true, "text": "AAPL vs MSFT" } } } }" })\`
 
 ### Example: Candlestick-style OHLC using floating bars
 Chart.js doesn't have a native candlestick type, but you can approximate with floating bar charts:
-\`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 20, filter: "{ \"labels\": series.$fromMillis(time * 1000, \"[M01]/[D01]\"), \"open\": series.open, \"close\": series.close, \"high\": series.high, \"low\": series.low }" })\`
+\`get_symbol_series({ symbol: "NASDAQ:AAPL", bar_type: "day", dp: 20, filter: "{ "labels": series.$fromMillis(time * 1000, "[M01]/[D01]"), "open": series.open, "close": series.close, "high": series.high, "low": series.low }" })\`
 Use the \`open\` and \`close\` arrays as \`[low, high]\` pairs in a floating bar dataset, with color conditional on open vs close.
 
 ### Example: Intraday chart from history
-\`get_symbol_history({ symbol: "NASDAQ:AAPL", bar_type: "minute", bar_interval: 5, start_date: "2026-03", filter: "{ \"labels\": series.$fromMillis(time * 1000, \"[H01]:[m01]\"), \"close\": series.close }" })\`
+\`get_symbol_history({ symbol: "NASDAQ:AAPL", bar_type: "minute", bar_interval: 5, start_date: "2026-03", filter: "{ "labels": series.$fromMillis(time * 1000, "[H01]:[m01]"), "close": series.close }" })\`
 Then pass labels and close arrays to \`render_chart\` as a line chart.
 
 ### Tips
-- Use \`filter\` with \`$fromMillis(time * 1000, \"[pattern]\")\` to format Unix timestamps as readable labels. The \`time\` field is in seconds — multiply by 1000 for milliseconds.
+- Use \`filter\` with \`$fromMillis(time * 1000, "[pattern]")\` to format Unix timestamps as readable labels. The \`time\` field is in seconds — multiply by 1000 for milliseconds.
 - Set \`pointRadius: 0\` on line charts with many data points for cleaner output.
 - For large datasets (hundreds of points), use \`dp\` to limit data points or increase chart \`width\`.
 - Supported chart types: line, bar, pie, doughnut, radar, polarArea, bubble, scatter.
 - Default dimensions: 800×400px. Use \`width\`/\`height\` params to customize (200–2000px).
 `;
-const apiKey = process.env.INSIGHTSENTRY_API_KEY?.trim();
-function isJwt(token) {
-    const parts = token.split(".");
-    if (parts.length !== 3)
-        return false;
-    try {
-        for (const part of parts.slice(0, 2)) {
-            atob(part.replace(/-/g, "+").replace(/_/g, "/"));
-        }
-        return true;
-    }
-    catch {
-        return false;
-    }
-}
+const { apiKey } = resolveApiKeyWithSource();
 let client = null;
 let apiKeyError = null;
+const authStatus = getAuthStatus();
 if (!apiKey) {
     apiKeyError =
-        "INSIGHTSENTRY_API_KEY environment variable is not set. Get your API key from https://insightsentry.com/dashboard";
+        "No InsightSentry API key found. Set INSIGHTSENTRY_API_KEY or run `insight login --key <your-api-key>`. Get your API key from https://insightsentry.com/dashboard";
 }
-else if (!isJwt(apiKey)) {
+else if (!authStatus.key_format_valid) {
     apiKeyError =
-        "INSIGHTSENTRY_API_KEY is not a valid API key. InsightSentry API keys are JWT tokens. Get your API key from https://insightsentry.com/dashboard";
+        "InsightSentry API key is not a valid API key. InsightSentry API keys are JWT tokens. Get your API key from https://insightsentry.com/dashboard";
+}
+else if (authStatus.expired) {
+    apiKeyError =
+        "InsightSentry API key is expired. Get a new API key from https://insightsentry.com/dashboard";
 }
 else {
     client = new ApiClient(apiKey);
 }
 const server = new McpServer({ name: "insightsentry", version: "1.0.0" }, { instructions: INSTRUCTIONS });
+server.registerTool("whoami", {
+    description: "Print the logged-in InsightSentry user's email/uuid by parsing the configured API key JWT locally. This does not call the external API.",
+    inputSchema: {},
+}, async () => {
+    const result = getWhoami();
+    if (!result.ok || !result.identity) {
+        return {
+            content: [{ type: "text", text: `Error: ${result.error}` }],
+            isError: true,
+        };
+    }
+    const identity = result.identity;
+    return {
+        content: [{ type: "text", text: identity }],
+    };
+});
 // Register all API tools with Zod schemas for type-safe parameter validation
 for (const tool of toolDefinitions) {
     const schema = {
         ...flexibleInputSchema(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(),
+        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(),
         store: z
             .enum(["none", "json", "csv"])
             .default("none")
             .optional()
             .describe("Store the response locally instead of returning it. Default is none. csv is only supported for get_symbol_series."),
         output_file: z.string().optional().describe("File path for stored response."),
-        output_dir: z.string().optional().describe("Directory for stored response when output_file is not set."),
+        output_dir: z
+            .string()
+            .optional()
+            .describe("Directory for stored response when output_file is not set."),
     };
     server.registerTool(tool.name, { description: tool.description, inputSchema: schema }, async (args) => {
         if (!client) {
@@ -229,18 +247,14 @@ for (const tool of toolDefinitions) {
                 args,
                 request: (method, pathTemplate, params) => client.request(method, pathTemplate, params),
             });
-            const content = typeof output === "string"
-                ? output
-                : JSON.stringify(output, null, 2);
+            const content = typeof output === "string" ? output : JSON.stringify(output, null, 2);
             return {
                 content: [{ type: "text", text: content }],
             };
         }
         catch (error) {
             return {
-                content: [
-                    { type: "text", text: `Error: ${error.message}` },
-                ],
+                content: [{ type: "text", text: `Error: ${error.message}` }],
                 isError: true,
             };
         }
@@ -253,12 +267,8 @@ server.registerTool("download_history", {
         symbol: z
             .string()
             .describe("Symbol code in EXCHANGE:SYMBOL format, e.g. NASDAQ:AAPL or CME_MINI:NQ1!"),
-        from: z
-            .string()
-            .describe("Start date. Use YYYY-MM or YYYY-MM-DD."),
-        to: z
-            .string()
-            .describe("End date. Use YYYY-MM or YYYY-MM-DD."),
+        from: z.string().describe("Start date. Use YYYY-MM or YYYY-MM-DD."),
+        to: z.string().describe("End date. Use YYYY-MM or YYYY-MM-DD."),
         bar_type: z
             .enum(["second", "minute", "hour", "day", "week", "month"])
             .describe("Bar type. second/minute/hour use /history; day/week/month use /series."),
@@ -296,9 +306,10 @@ server.registerTool("download_history", {
         };
     }
     try {
+        const activeClient = client;
         const progress = [];
         const result = await downloadHistory(args, {
-            request: (method, path, params) => client.request(method, path, params),
+            request: (method, path, params) => activeClient.request(method, path, params),
             onProgress: (event) => {
                 progress.push(`[${event.completed}/${event.total}] ${event.status} ${event.symbol} ${event.start_date}`);
             },
@@ -374,9 +385,7 @@ server.registerTool("render_chart", {
     }
     catch (error) {
         return {
-            content: [
-                { type: "text", text: `Error: ${error.message}` },
-            ],
+            content: [{ type: "text", text: `Error: ${error.message}` }],
             isError: true,
         };
     }
@@ -384,9 +393,7 @@ server.registerTool("render_chart", {
 // Register documentation resources
 for (const doc of docResources) {
     server.registerResource(doc.name, doc.uri, { mimeType: doc.mimeType, description: doc.description }, async () => ({
-        contents: [
-            { uri: doc.uri, mimeType: doc.mimeType, text: doc.content },
-        ],
+        contents: [{ uri: doc.uri, mimeType: doc.mimeType, text: doc.content }],
     }));
 }
 // Start the server

package/dist/index.js.map

@@ -1 +1 @@
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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,EAitFrC,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,EAwtFrC,CAAC"}

package/dist/resources.js

@@ -2770,6 +2770,6 @@ def main():
                 fetch_and_save(symbol_code, start_date)
 
     main()\``,
-    }
+    },
 ];
 //# sourceMappingURL=resources.js.map

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,EACT,2GAA2G;QAC7G,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAqHZ;KACE;IACD;QACE,GAAG,EAAE,gCAAgC;QACrC,IAAI,EAAE,qCAAqC;QAC3C,WAAW,EACT,uHAAuH;QACzH,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmOZ;KACE;IACD;QACE,GAAG,EAAE,gCAAgC;QACrC,IAAI,EAAE,mCAAmC;QACzC,WAAW,EACT,6IAA6I;QAC/I,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;iDAszBoC;KAC9C;IACD;QACE,GAAG,EAAE,+BAA+B;QACpC,IAAI,EAAE,kCAAkC;QACxC,WAAW,EACT,+FAA+F;QACjG,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;0BAsXa;KACvB;IACD;QACE,GAAG,EAAE,8BAA8B;QACnC,IAAI,EAAE,iCAAiC;QACvC,WAAW,EACT,uFAAuF;QACzF,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;oFAo5BuE;KACjF;IACD;QACE,GAAG,EAAE,8BAA8B;QACnC,IAAI,EAAE,uCAAuC;QAC7C,WAAW,EACT,2IAA2I;QAC7I,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;OAyGN;KACJ;IACD;QACE,GAAG,EAAE,sCAAsC;QAC3C,IAAI,EAAE,qCAAqC;QAC3C,WAAW,EACT,8FAA8F;QAChG,QAAQ,EAAE,eAAe;QACzB,OAAO,EAAE;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;aA8JA;KACV;CACF,CAAC"}

package/dist/response-storage.js

@@ -47,13 +47,17 @@ async function writeStoredFile(outputFile, content, unique) {
 function resolveOutputFile(response, options, format) {
     if (options.output_file)
         return path.resolve(options.output_file);
+    const outputDir = options.output_dir;
+    if (!outputDir) {
+        throw new Error("output_file or output_dir is required when store is json or csv");
+    }
     const paramsHash = options.requestParams
         ? createHash("sha256").update(stableStringify(options.requestParams)).digest("hex").slice(0, 10)
         : undefined;
     const parts = [options.toolName, paramsHash, response?.code, response?.bar_type]
         .filter((part) => typeof part === "string" && part.trim())
         .map((part) => sanitizePathPart(String(part)));
-    return path.join(path.resolve(options.output_dir), `${parts.join("_")}.${format}`);
+    return path.join(path.resolve(outputDir), `${parts.join("_")}.${format}`);
 }
 function stableStringify(value) {
     if (Array.isArray(value))

package/dist/response-storage.js.map

@@ -1 +1 @@
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package/dist/tool-runner.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"tool-runner.d.ts","sourceRoot":"","sources":["../src/tool-runner.ts"],"names":[],"mappings":"AAGA,MAAM,MAAM,gBAAgB,GAAG,CAC7B,MAAM,EAAE,MAAM,EACd,YAAY,EAAE,MAAM,EACpB,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,KACxB,OAAO,CAAC,GAAG,CAAC,CAAC;AAElB,MAAM,WAAW,iBAAiB;IAChC,QAAQ,EAAE,MAAM,CAAC;IACjB,MAAM,EAAE,MAAM,CAAC;IACf,YAAY,EAAE,MAAM,CAAC;IACrB,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC;IAC1B,OAAO,EAAE,gBAAgB,CAAC;CAC3B;AAED,wBAAsB,UAAU,CAAC,OAAO,EAAE,iBAAiB,GAAG,OAAO,CAAC,GAAG,CAAC,CAoBzE"}
+{"version":3,"file":"tool-runner.d.ts","sourceRoot":"","sources":["../src/tool-runner.ts"],"names":[],"mappings":"AAOA,MAAM,MAAM,gBAAgB,GAAG,CAC7B,MAAM,EAAE,MAAM,EACd,YAAY,EAAE,MAAM,EACpB,MAAM,EAAE,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,KACxB,OAAO,CAAC,GAAG,CAAC,CAAC;AAElB,MAAM,WAAW,iBAAiB;IAChC,QAAQ,EAAE,MAAM,CAAC;IACjB,MAAM,EAAE,MAAM,CAAC;IACf,YAAY,EAAE,MAAM,CAAC;IACrB,IAAI,EAAE,MAAM,CAAC,MAAM,EAAE,GAAG,CAAC,CAAC;IAC1B,OAAO,EAAE,gBAAgB,CAAC;CAC3B;AAED,wBAAsB,UAAU,CAAC,OAAO,EAAE,iBAAiB,GAAG,OAAO,CAAC,GAAG,CAAC,CAoBzE"}

package/dist/tool-runner.js

@@ -1,5 +1,5 @@
 import jsonata from "jsonata";
-import { storeResponse, validateResponseStorage } from "./response-storage.js";
+import { storeResponse, validateResponseStorage, } from "./response-storage.js";
 export async function runApiTool(options) {
     const { filter: filterExpr, store, output_file, output_dir, ...apiArgs } = options.args;
     const storeOptions = {

package/dist/tool-runner.js.map

@@ -1 +1 @@
-{"version":3,"file":"tool-runner.js","sourceRoot":"","sources":["../src/tool-runner.ts"],"names":[],"mappings":"AAAA,OAAO,OAAO,MAAM,SAAS,CAAC;AAC9B,OAAO,EAAE,aAAa,EAAE,uBAAuB,EAA4B,MAAM,uBAAuB,CAAC;AAgBzG,MAAM,CAAC,KAAK,UAAU,UAAU,CAAC,OAA0B;IACzD,MAAM,EAAE,MAAM,EAAE,UAAU,EAAE,KAAK,EAAE,WAAW,EAAE,UAAU,EAAE,GAAG,OAAO,EAAE,GAAG,OAAO,CAAC,IAAI,CAAC;IACxF,MAAM,YAAY,GAAG;QACnB,QAAQ,EAAE,OAAO,CAAC,QAAQ;QAC1B,KAAK,EAAE,KAAwC;QAC/C,WAAW;QACX,UAAU;QACV,aAAa,EAAE,OAAO;KACvB,CAAC;IAEF,uBAAuB,CAAC,YAAY,CAAC,CAAC;IACtC,MAAM,MAAM,GAAG,MAAM,OAAO,CAAC,OAAO,CAAC,OAAO,CAAC,MAAM,EAAE,OAAO,CAAC,YAAY,EAAE,OAAO,CAAC,CAAC;IACpF,MAAM,MAAM,GAAG,MAAM,aAAa,CAAC,MAAM,EAAE,YAAY,CAAC,CAAC;IAEzD,IAAI,UAAU,IAAI,OAAO,UAAU,KAAK,QAAQ,EAAE,CAAC;QACjD,MAAM,IAAI,GAAG,OAAO,CAAC,UAAU,CAAC,CAAC;QACjC,OAAO,MAAM,IAAI,CAAC,QAAQ,CAAC,MAAM,CAAC,CAAC;IACrC,CAAC;IAED,OAAO,MAAM,IAAI,MAAM,CAAC;AAC1B,CAAC"}
+{"version":3,"file":"tool-runner.js","sourceRoot":"","sources":["../src/tool-runner.ts"],"names":[],"mappings":"AAAA,OAAO,OAAO,MAAM,SAAS,CAAC;AAC9B,OAAO,EAEL,aAAa,EACb,uBAAuB,GACxB,MAAM,uBAAuB,CAAC;AAgB/B,MAAM,CAAC,KAAK,UAAU,UAAU,CAAC,OAA0B;IACzD,MAAM,EAAE,MAAM,EAAE,UAAU,EAAE,KAAK,EAAE,WAAW,EAAE,UAAU,EAAE,GAAG,OAAO,EAAE,GAAG,OAAO,CAAC,IAAI,CAAC;IACxF,MAAM,YAAY,GAAG;QACnB,QAAQ,EAAE,OAAO,CAAC,QAAQ;QAC1B,KAAK,EAAE,KAAwC;QAC/C,WAAW;QACX,UAAU;QACV,aAAa,EAAE,OAAO;KACvB,CAAC;IAEF,uBAAuB,CAAC,YAAY,CAAC,CAAC;IACtC,MAAM,MAAM,GAAG,MAAM,OAAO,CAAC,OAAO,CAAC,OAAO,CAAC,MAAM,EAAE,OAAO,CAAC,YAAY,EAAE,OAAO,CAAC,CAAC;IACpF,MAAM,MAAM,GAAG,MAAM,aAAa,CAAC,MAAM,EAAE,YAAY,CAAC,CAAC;IAEzD,IAAI,UAAU,IAAI,OAAO,UAAU,KAAK,QAAQ,EAAE,CAAC;QACjD,MAAM,IAAI,GAAG,OAAO,CAAC,UAAU,CAAC,CAAC;QACjC,OAAO,MAAM,IAAI,CAAC,QAAQ,CAAC,MAAM,CAAC,CAAC;IACrC,CAAC;IAED,OAAO,MAAM,IAAI,MAAM,CAAC;AAC1B,CAAC"}

package/package.json

@@ -1,7 +1,7 @@
 {
   "name": "@insightsentry/mcp",
   "mcpName": "io.github.rezmeplxrf/insightsentry_mcp",
-  "version": "1.4.2",
+  "version": "1.4.4",
   "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",
@@ -17,6 +17,12 @@
   "scripts": {
     "generate": "tsx scripts/generate.ts",
     "build": "npm run generate && tsc",
+    "typecheck": "tsc --noEmit",
+    "test": "node --import tsx --test test/*.test.ts",
+    "lint": "biome check .",
+    "lint:fix": "biome check --write .",
+    "format": "biome format --write .",
+    "check": "npm run lint && npm run typecheck && npm test",
     "dev": "tsx src/index.ts",
     "deploy": "npm run build && npm publish --access public",
     "deploy:mcp": "mcp-publisher publish",
@@ -45,6 +51,7 @@
     "zod": "^4.3.6"
   },
   "devDependencies": {
+    "@biomejs/biome": "2.4.10",
     "@types/node": "^22.19.17",
     "tsx": "^4.19.4",
     "typescript": "^5.8.3"
@@ -52,4 +59,4 @@
   "engines": {
     "node": ">=18"
   }
-}
+}