@invinite-org/invinite-data-cli 0.3.4 → 0.5.0

package/claude-plugin/.claude-plugin/plugin.json

@@ -1,7 +1,7 @@
 {
   "name": "invinite-financial-data",
   "description": "Fetch and analyze financial data using the Invinite Data API — company fundamentals, financial statements, SEC filings, earnings calls (transcripts, guidance, Q&A, live calls), institutional ownership, insider trades, and more.",
-  "version": "0.4.4",
+  "version": "0.4.5",
   "author": {
     "name": "Invinite"
   },

package/claude-plugin/agents/invinite-data.md

@@ -29,7 +29,7 @@ You are a financial data retrieval specialist. Your job is to fetch the requeste
 - When fetching financial statements, default to `annual` period unless the request specifies otherwise
 - Use `--limit` appropriately — don't fetch more data than needed, but don't under-fetch either
 - For large datasets, use `--all` only when specifically needed
-- For earnings calls, resolve the call's `event_id` first (`invd earnings events -i <TICKER> -s desc -l 4 --json`) and pass `--event <event_id>` to every per-call command; keep `start_ms` values in the results so the caller can cite `[m:ss]` timestamps
+- For earnings calls, resolve the call's `event_id` first (`invd earnings events -i <TICKER> -s desc -l 4 --json`) and pass `--event-id <event_id>` to every per-call command; keep `start_ms` values in the results so the caller can cite `[m:ss]` timestamps
 - Never pass `--output` (file downloads) unless the caller asked for a file
 
 ## Query planning

package/claude-plugin/commands/analyze-earnings-call.md

@@ -8,19 +8,20 @@ argument-hint: <ticker> [fiscal year + quarter, e.g. 2026 Q3]
 
 Analyze the earnings call requested in `$ARGUMENTS` using Invinite Data. Prefer the MCP tools (`earnings_call_*`) when connected; otherwise use the `invd earnings` commands below with `--json`.
 
-1. **Find the call.** Without a quarter, take the latest call that already happened: `invd earnings events -i <TICKER> --to <today> -s desc -l 1 --json` (MCP `earnings_call_events`). With a quarter, select it directly with `-i <TICKER> --year <YYYY> --quarter <Q>`. Use the call's `event_id` for every later step (`--event <event_id>`). If the call has no transcript yet, say so and stop.
-2. **Fetch in parallel** (all with `--event <event_id> --json`):
+1. **Find the call.** Without a quarter, take the latest call that already happened: `invd earnings events -i <TICKER> --to <today> -s desc -l 1 --json` (MCP `earnings_call_events`). With a quarter, select it directly with `-i <TICKER> --year <YYYY> --quarter <Q>`. Use the call's `event_id` for every later step (`--event-id <event_id>`). If the call has no transcript yet, say so and stop.
+2. **Fetch in parallel** (all with `--event-id <event_id> --json`):
    - press release: `invd earnings press-release` (`earnings_call_press_release`)
    - guidance: `invd earnings extractions --kind guidance` and KPIs: `invd earnings extractions --kind kpi` (`earnings_call_guidance`)
    - Q&A: `invd earnings qa` (`earnings_call_qa`) and participants: `invd earnings participants` (`earnings_call_participants`)
    - diff vs the prior call: `invd earnings diff` (`earnings_call_diff`)
    - optional, price moves during the call: `invd earnings price-attribution` (`earnings_call_price_moves`) — minute returns next to what was being said; skip it on a `404 price_attribution_unavailable`
-   - only when a claim needs the exact wording: `invd earnings transcript` (`earnings_call_transcript`) or `invd earnings search -q "<topic>" --event <event_id>` (`earnings_call_search`)
+   - only when a claim needs the exact wording: `invd earnings transcript` (`earnings_call_transcript`) or `invd earnings search -q "<topic>" --event-id <event_id>` (`earnings_call_search`)
+   - when the call has documents (`has_documents`): `invd earnings documents` (`earnings_call_documents`) — CFO commentary, shareholder letter, data sheets; for context beyond the call (annual report, investor-day deck) `invd earnings document-search -q "<topic>" -i <TICKER>` (`earnings_document_search`)
 3. **Summarise**:
    - **Results vs guidance** — reported figures from the press release against the guidance given on the prior call (`invd earnings guidance-history -i <TICKER> --metric <metric>` for a metric's series).
    - **Guidance changes** — each item raised, lowered, maintained, introduced or withdrawn (`direction`), with the period and basis (GAAP / non-GAAP).
    - **Analyst focus** — the recurring Q&A themes, who asked (firm), and where management deflected.
    - **Tone change** — the diff's tone shift, hedging / uncertainty changes and new or dropped topics.
    - **Price moves during the call** (only when fetched) — the largest minutes (`top_minutes`) and what was being said then. Word it as temporal coincidence, never as the cause of the move; pre-market bars are sparse.
-4. **Cite evidence** — every quote or claim carries its `[m:ss]` timestamp (from `start_ms`) and the speaker; separate what was said from your interpretation.
+4. **Cite evidence** — every quote or claim carries its `[m:ss]` timestamp (from `start_ms`) and the speaker; a passage from a company document carries its document title, year and page and is described as company-published, not as a verified fact; separate what was said from your interpretation.
 5. Flag what is missing (no press release, no guidance extracted, prior call not covered) instead of inferring it.