filingexplorer-mcp 0.1.0__tar.gz

filingexplorer_mcp-0.1.0/.githooks/commit-msg

@@ -0,0 +1,3 @@
+#!/bin/sh
+# Check the commit message.
+exec python3 "$(git rev-parse --show-toplevel)/scripts/scrub_check.py" --message "$1"

filingexplorer_mcp-0.1.0/.githooks/pre-commit

@@ -0,0 +1,3 @@
+#!/bin/sh
+# Check staged changes before each commit.
+exec python3 "$(git rev-parse --show-toplevel)/scripts/scrub_check.py" --staged

filingexplorer_mcp-0.1.0/.githooks/pre-push

@@ -0,0 +1,37 @@
+#!/bin/sh
+# Only main and tags may be pushed, each to the same name. Every pushed commit is checked.
+# stdin: <local ref> <local sha> <remote ref> <remote sha>
+top="$(git rev-parse --show-toplevel)"
+zero=0000000000000000000000000000000000000000
+status=0
+while read -r local_ref local_sha remote_ref remote_sha; do
+  # Only main -> main and tags -> the same tag.
+  case "$remote_ref" in
+    refs/heads/main | refs/tags/*) ;;
+    *) remote_ref="(not allowed) $remote_ref" ;;
+  esac
+  if [ "$local_ref" != "$remote_ref" ]; then
+    echo "pre-push: refusing to push $local_ref -> $remote_ref (only main and tags)" >&2
+    status=1
+    continue
+  fi
+  if [ "$local_sha" = "$zero" ]; then
+    echo "pre-push: refusing to delete $remote_ref" >&2
+    status=1
+    continue
+  fi
+  if [ "$(git cat-file -t "$local_sha")" = "tag" ]; then
+    msg="$(mktemp)"
+    git cat-file tag "$local_sha" >"$msg"
+    python3 "$top/scripts/scrub_check.py" --message "$msg" || status=1
+    rm -f "$msg"
+  fi
+  commit="$(git rev-parse "$local_sha^{commit}")"
+  if [ "$remote_sha" = "$zero" ]; then
+    spec="$commit"
+  else
+    spec="$remote_sha..$commit"
+  fi
+  python3 "$top/scripts/scrub_check.py" --range "$spec" || status=1
+done
+exit $status

filingexplorer_mcp-0.1.0/.github/pull_request_template.md

@@ -0,0 +1,17 @@
+## Summary
+
+<!-- What changes for someone using the server? -->
+
+## Checks
+
+- [ ] `uv run ruff check .`, `uv run ruff format --check .` and `uv run pytest` pass.
+- [ ] `python3 scripts/scrub_check.py --staged` (or `--generic-only`) reported nothing.
+
+## Publication review
+
+- [ ] No personal names, email addresses or file paths from my machine.
+- [ ] No credentials, tokens or keys, including in test fixtures.
+- [ ] No references to other trackers, internal tools or private documents.
+- [ ] Commit messages describe the user-visible change and carry no trailers.
+- [ ] Test fixtures contain only public data or made-up values.
+- [ ] A maintainer has completed the publication review (maintainers tick this).

filingexplorer_mcp-0.1.0/.github/workflows/ci.yml

@@ -0,0 +1,29 @@
+name: CI
+
+on:
+  push:
+    branches: [main]
+  pull_request:
+
+permissions:
+  contents: read
+
+jobs:
+  test:
+    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        python-version: ["3.10", "3.12", "3.13"]
+    steps:
+      - uses: actions/checkout@v4
+      - uses: astral-sh/setup-uv@v5
+        with:
+          python-version: ${{ matrix.python-version }}
+      - name: Install
+        run: uv sync --all-groups
+      - name: Lint
+        run: |
+          uv run ruff check .
+          uv run ruff format --check .
+      - name: Tests
+        run: uv run pytest -q

filingexplorer_mcp-0.1.0/.github/workflows/release.yml

@@ -0,0 +1,83 @@
+name: Release
+
+# Publishes to PyPI when a version tag (v0.1.0, v0.2.0, ...) is pushed.
+# PyPI trusted publishing: the "pypi" environment and this workflow must be registered
+# as a trusted publisher on the PyPI project. No API token is stored in the repository.
+
+on:
+  push:
+    tags: ["v*"]
+
+permissions:
+  contents: read
+
+jobs:
+  verify:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+      - uses: astral-sh/setup-uv@v5
+        with:
+          python-version: "3.12"
+      - name: Tag matches package version
+        run: |
+          tag="${GITHUB_REF_NAME#v}"
+          project=$(python -c "import tomllib; print(tomllib.load(open('pyproject.toml','rb'))['project']['version'])")
+          module=$(python -c "import re; print(re.search(r'__version__ = \"([^\"]+)\"', open('src/filingexplorer_mcp/__init__.py').read()).group(1))")
+          if [ "$tag" != "$project" ] || [ "$tag" != "$module" ]; then
+            echo "Tag $GITHUB_REF_NAME does not match pyproject ($project) and __init__ ($module)." >&2
+            exit 1
+          fi
+      - name: Tag is on main
+        run: |
+          git fetch origin main
+          git merge-base --is-ancestor "$GITHUB_SHA" origin/main
+      - name: Write pattern file
+        env:
+          SCRUB_TERMS: ${{ secrets.SCRUB_TERMS }}
+        run: |
+          if [ -z "$SCRUB_TERMS" ]; then
+            echo "The SCRUB_TERMS secret is not available." >&2
+            exit 1
+          fi
+          umask 077
+          printf '%s\n' "$SCRUB_TERMS" > "$RUNNER_TEMP/scrub_terms.txt"
+          echo "FE_SCRUB_TERMS=$RUNNER_TEMP/scrub_terms.txt" >> "$GITHUB_ENV"
+      - name: Publication check (full history)
+        run: python scripts/scrub_check.py --history --release
+      - name: Remove pattern file
+        if: always()
+        run: rm -f "$RUNNER_TEMP/scrub_terms.txt"
+      - name: Lint and test
+        run: |
+          uv sync --all-groups
+          uv run ruff check .
+          uv run ruff format --check .
+          uv run pytest -q
+      - name: Build
+        run: uv build
+      - name: List built files
+        run: |
+          python -m zipfile -l dist/*.whl
+          tar -tzf dist/*.tar.gz
+      - uses: actions/upload-artifact@v4
+        with:
+          name: dist
+          path: dist/
+
+  publish:
+    needs: verify
+    runs-on: ubuntu-latest
+    environment:
+      name: pypi
+      url: https://pypi.org/project/filingexplorer-mcp/
+    permissions:
+      id-token: write
+    steps:
+      - uses: actions/download-artifact@v4
+        with:
+          name: dist
+          path: dist/
+      - uses: pypa/gh-action-pypi-publish@release/v1

filingexplorer_mcp-0.1.0/.github/workflows/scrub.yml

@@ -0,0 +1,61 @@
+name: Scrub
+
+on:
+  push:
+  pull_request:
+  workflow_dispatch:
+
+permissions:
+  contents: read
+
+jobs:
+  scrub:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+          ref: ${{ github.event_name == 'pull_request' && github.event.pull_request.head.sha || github.sha }}
+      - uses: actions/setup-python@v5
+        with:
+          python-version: "3.12"
+      - name: Built-in checks (pull requests from forks)
+        if: github.event_name == 'pull_request' && github.event.pull_request.head.repo.full_name != github.repository
+        env:
+          CI: "false"
+        run: python scripts/scrub_check.py --generic-only --tree
+      - name: Write pattern file
+        if: ${{ !(github.event_name == 'pull_request' && github.event.pull_request.head.repo.full_name != github.repository) }}
+        env:
+          SCRUB_TERMS: ${{ secrets.SCRUB_TERMS }}
+        run: |
+          if [ -z "$SCRUB_TERMS" ]; then
+            echo "The SCRUB_TERMS secret is not available." >&2
+            exit 1
+          fi
+          umask 077
+          printf '%s\n' "$SCRUB_TERMS" > "$RUNNER_TEMP/scrub_terms.txt"
+          echo "FE_SCRUB_TERMS=$RUNNER_TEMP/scrub_terms.txt" >> "$GITHUB_ENV"
+      - name: Check commits in this event
+        if: ${{ !(github.event_name == 'pull_request' && github.event.pull_request.head.repo.full_name != github.repository) }}
+        env:
+          EVENT: ${{ github.event_name }}
+          PUSH_BEFORE: ${{ github.event.before }}
+          PR_BASE: ${{ github.event.pull_request.base.sha }}
+          PR_HEAD: ${{ github.event.pull_request.head.sha }}
+        run: |
+          case "$EVENT" in
+            pull_request) spec="$PR_BASE..$PR_HEAD" ;;
+            push) spec="${PUSH_BEFORE:-0000000000000000000000000000000000000000}..$GITHUB_SHA" ;;
+            *) spec="$GITHUB_SHA" ;;
+          esac
+          python scripts/scrub_check.py --range "$spec"
+      - name: Check tracked files
+        if: ${{ !(github.event_name == 'pull_request' && github.event.pull_request.head.repo.full_name != github.repository) }}
+        run: python scripts/scrub_check.py --tree
+      - name: Check full history
+        if: startsWith(github.ref, 'refs/tags/') || github.event_name == 'workflow_dispatch'
+        run: python scripts/scrub_check.py --history --release
+      - name: Remove pattern file
+        if: always()
+        run: rm -f "$RUNNER_TEMP/scrub_terms.txt"

filingexplorer_mcp-0.1.0/.gitignore

@@ -0,0 +1,11 @@
+.venv/
+__pycache__/
+*.py[cod]
+*.egg-info/
+dist/
+build/
+.pytest_cache/
+.ruff_cache/
+.coverage
+.env
+.DS_Store

filingexplorer_mcp-0.1.0/CHANGELOG.md

@@ -0,0 +1,18 @@
+# Changelog
+
+All notable changes to this project are recorded here. During 0.x, tool names, parameters and
+outputs may change between minor versions; such changes are listed under **Changed**.
+
+## [0.1.0] - 2026-10-30
+
+First public release.
+
+### Added
+
+- Tools for company search and profiles, filing lists and the filing calendar.
+- Reported financials.
+- Filing document lists and verbatim document text, and 10-K/10-Q section text.
+- Form 13-F manager search, submissions and the institutional holders of a security.
+- Form 4 filings, filing detail and insider-trade clusters.
+- ETF holdings.
+- Watchlist management for your own account.

filingexplorer_mcp-0.1.0/CONTRIBUTING.md

@@ -0,0 +1,55 @@
+# Contributing
+
+Thanks for your interest in the FilingExplorer MCP server. Bug reports and pull requests are
+welcome.
+
+## Setup
+
+```bash
+uv sync --all-groups
+sh scripts/install-hooks.sh
+```
+
+`install-hooks.sh` points git at the hooks in `.githooks/`:
+
+- **pre-commit** checks the lines you are adding and any new file names.
+- **commit-msg** checks the commit message.
+- **pre-push** checks every commit you push, and only allows pushes of `main` and tags.
+
+The hooks run `scripts/scrub_check.py`, which looks for content that does not belong in a public
+repository: personal file paths, local tool directories, credentials and tokens, email addresses,
+issue numbers from other trackers, and commit trailers. Maintainers run additional checks
+before merging. To run the built-in checks yourself:
+
+```bash
+python3 scripts/scrub_check.py --staged --generic-only
+python3 scripts/scrub_check.py --tree --generic-only
+```
+
+## Commits
+
+- Commits on `main` use the project identity, `Giant Octopus, LLC <hello@giantoctopus.ink>`.
+  A maintainer applies it when merging an outside contribution.
+- Do not add trailers to commit messages (co-author, session or tool lines).
+- Do not reference issue numbers in commit messages. Describe the change a user would notice.
+
+## Pull requests
+
+- Run `uv run ruff check .`, `uv run ruff format --check .` and `uv run pytest` before opening a
+  pull request.
+- Every pull request needs a maintainer's publication review before it is merged. The reviewer
+  checks the diff, the commit messages and the commit identities, and runs the full check.
+- Fill in the checklist in the pull request template.
+
+## Releases (maintainers)
+
+1. Update the version in `pyproject.toml` and `src/filingexplorer_mcp/__init__.py`, and move
+   the changelog entry from "unreleased" to the release date. Merge that to `main`.
+2. Tag the merge commit on `main` and push the tag: `git tag v0.1.0 && git push origin v0.1.0`.
+3. The release workflow checks that the tag matches both versions and is on `main`, runs the
+   full publication check, lint and tests, builds, and publishes to PyPI through trusted
+   publishing. Publishing waits for approval in the `pypi` environment.
+
+## License
+
+By contributing you agree that your contribution is licensed under the Apache License 2.0.

filingexplorer_mcp-0.1.0/LICENSE

@@ -0,0 +1,177 @@
+
+                                 Apache License
+                           Version 2.0, January 2004
+                        http://www.apache.org/licenses/
+
+   TERMS AND CONDITIONS FOR USE, REPRODUCTION, AND DISTRIBUTION
+
+   1. Definitions.
+
+      "License" shall mean the terms and conditions for use, reproduction,
+      and distribution as defined by Sections 1 through 9 of this document.
+
+      "Licensor" shall mean the copyright owner or entity authorized by
+      the copyright owner that is granting the License.
+
+      "Legal Entity" shall mean the union of the acting entity and all
+      other entities that control, are controlled by, or are under common
+      control with that entity. For the purposes of this definition,
+      "control" means (i) the power, direct or indirect, to cause the
+      direction or management of such entity, whether by contract or
+      otherwise, or (ii) ownership of fifty percent (50%) or more of the
+      outstanding shares, or (iii) beneficial ownership of such entity.
+
+      "You" (or "Your") shall mean an individual or Legal Entity
+      exercising permissions granted by this License.
+
+      "Source" form shall mean the preferred form for making modifications,
+      including but not limited to software source code, documentation
+      source, and configuration files.
+
+      "Object" form shall mean any form resulting from mechanical
+      transformation or translation of a Source form, including but
+      not limited to compiled object code, generated documentation,
+      and conversions to other media types.
+
+      "Work" shall mean the work of authorship, whether in Source or
+      Object form, made available under the License, as indicated by a
+      copyright notice that is included in or attached to the work
+      (an example is provided in the Appendix below).
+
+      "Derivative Works" shall mean any work, whether in Source or Object
+      form, that is based on (or derived from) the Work and for which the
+      editorial revisions, annotations, elaborations, or other modifications
+      represent, as a whole, an original work of authorship. For the purposes
+      of this License, Derivative Works shall not include works that remain
+      separable from, or merely link (or bind by name) to the interfaces of,
+      the Work and Derivative Works thereof.
+
+      "Contribution" shall mean any work of authorship, including
+      the original version of the Work and any modifications or additions
+      to that Work or Derivative Works thereof, that is intentionally
+      submitted to Licensor for inclusion in the Work by the copyright owner
+      or by an individual or Legal Entity authorized to submit on behalf of
+      the copyright owner. For the purposes of this definition, "submitted"
+      means any form of electronic, verbal, or written communication sent
+      to the Licensor or its representatives, including but not limited to
+      communication on electronic mailing lists, source code control systems,
+      and issue tracking systems that are managed by, or on behalf of, the
+      Licensor for the purpose of discussing and improving the Work, but
+      excluding communication that is conspicuously marked or otherwise
+      designated in writing by the copyright owner as "Not a Contribution."
+
+      "Contributor" shall mean Licensor and any individual or Legal Entity
+      on behalf of whom a Contribution has been received by Licensor and
+      subsequently incorporated within the Work.
+
+   2. Grant of Copyright License. Subject to the terms and conditions of
+      this License, each Contributor hereby grants to You a perpetual,
+      worldwide, non-exclusive, no-charge, royalty-free, irrevocable
+      copyright license to reproduce, prepare Derivative Works of,
+      publicly display, publicly perform, sublicense, and distribute the
+      Work and such Derivative Works in Source or Object form.
+
+   3. Grant of Patent License. Subject to the terms and conditions of
+      this License, each Contributor hereby grants to You a perpetual,
+      worldwide, non-exclusive, no-charge, royalty-free, irrevocable
+      (except as stated in this section) patent license to make, have made,
+      use, offer to sell, sell, import, and otherwise transfer the Work,
+      where such license applies only to those patent claims licensable
+      by such Contributor that are necessarily infringed by their
+      Contribution(s) alone or by combination of their Contribution(s)
+      with the Work to which such Contribution(s) was submitted. If You
+      institute patent litigation against any entity (including a
+      cross-claim or counterclaim in a lawsuit) alleging that the Work
+      or a Contribution incorporated within the Work constitutes direct
+      or contributory patent infringement, then any patent licenses
+      granted to You under this License for that Work shall terminate
+      as of the date such litigation is filed.
+
+   4. Redistribution. You may reproduce and distribute copies of the
+      Work or Derivative Works thereof in any medium, with or without
+      modifications, and in Source or Object form, provided that You
+      meet the following conditions:
+
+      (a) You must give any other recipients of the Work or
+          Derivative Works a copy of this License; and
+
+      (b) You must cause any modified files to carry prominent notices
+          stating that You changed the files; and
+
+      (c) You must retain, in the Source form of any Derivative Works
+          that You distribute, all copyright, patent, trademark, and
+          attribution notices from the Source form of the Work,
+          excluding those notices that do not pertain to any part of
+          the Derivative Works; and
+
+      (d) If the Work includes a "NOTICE" text file as part of its
+          distribution, then any Derivative Works that You distribute must
+          include a readable copy of the attribution notices contained
+          within such NOTICE file, excluding those notices that do not
+          pertain to any part of the Derivative Works, in at least one
+          of the following places: within a NOTICE text file distributed
+          as part of the Derivative Works; within the Source form or
+          documentation, if provided along with the Derivative Works; or,
+          within a display generated by the Derivative Works, if and
+          wherever such third-party notices normally appear. The contents
+          of the NOTICE file are for informational purposes only and
+          do not modify the License. You may add Your own attribution
+          notices within Derivative Works that You distribute, alongside
+          or as an addendum to the NOTICE text from the Work, provided
+          that such additional attribution notices cannot be construed
+          as modifying the License.
+
+      You may add Your own copyright statement to Your modifications and
+      may provide additional or different license terms and conditions
+      for use, reproduction, or distribution of Your modifications, or
+      for any such Derivative Works as a whole, provided Your use,
+      reproduction, and distribution of the Work otherwise complies with
+      the conditions stated in this License.
+
+   5. Submission of Contributions. Unless You explicitly state otherwise,
+      any Contribution intentionally submitted for inclusion in the Work
+      by You to the Licensor shall be under the terms and conditions of
+      this License, without any additional terms or conditions.
+      Notwithstanding the above, nothing herein shall supersede or modify
+      the terms of any separate license agreement you may have executed
+      with Licensor regarding such Contributions.
+
+   6. Trademarks. This License does not grant permission to use the trade
+      names, trademarks, service marks, or product names of the Licensor,
+      except as required for reasonable and customary use in describing the
+      origin of the Work and reproducing the content of the NOTICE file.
+
+   7. Disclaimer of Warranty. Unless required by applicable law or
+      agreed to in writing, Licensor provides the Work (and each
+      Contributor provides its Contributions) on an "AS IS" BASIS,
+      WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or
+      implied, including, without limitation, any warranties or conditions
+      of TITLE, NON-INFRINGEMENT, MERCHANTABILITY, or FITNESS FOR A
+      PARTICULAR PURPOSE. You are solely responsible for determining the
+      appropriateness of using or redistributing the Work and assume any
+      risks associated with Your exercise of permissions under this License.
+
+   8. Limitation of Liability. In no event and under no legal theory,
+      whether in tort (including negligence), contract, or otherwise,
+      unless required by applicable law (such as deliberate and grossly
+      negligent acts) or agreed to in writing, shall any Contributor be
+      liable to You for damages, including any direct, indirect, special,
+      incidental, or consequential damages of any character arising as a
+      result of this License or out of the use or inability to use the
+      Work (including but not limited to damages for loss of goodwill,
+      work stoppage, computer failure or malfunction, or any and all
+      other commercial damages or losses), even if such Contributor
+      has been advised of the possibility of such damages.
+
+   9. Accepting Warranty or Additional Liability. While redistributing
+      the Work or Derivative Works thereof, You may choose to offer,
+      and charge a fee for, acceptance of support, warranty, indemnity,
+      or other liability obligations and/or rights consistent with this
+      License. However, in accepting such obligations, You may act only
+      on Your own behalf and on Your sole responsibility, not on behalf
+      of any other Contributor, and only if You agree to indemnify,
+      defend, and hold each Contributor harmless for any liability
+      incurred by, or claims asserted against, such Contributor by reason
+      of your accepting any such warranty or additional liability.
+
+   END OF TERMS AND CONDITIONS

filingexplorer_mcp-0.1.0/NOTICE

@@ -0,0 +1,10 @@
+FilingExplorer MCP Server
+Copyright 2026 Giant Octopus, LLC
+
+This product is licensed under the Apache License, Version 2.0
+(see the LICENSE file).
+
+It connects to the FilingExplorer API, which serves data derived from
+public U.S. Securities and Exchange Commission (SEC) filings. Use of the
+API is governed by the FilingExplorer terms of service, separately from
+this license.