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README.md

@@ -1,39 +1,39 @@
----
-title: SEC Financial Data Query Assistant
-emoji: 📊
-colorFrom: blue
-colorTo: green
-sdk: gradio
-sdk_version: 6.0.1
-app_file: app.py
-pinned: false
-license: mit
----
-
-# SEC Financial Data Query Assistant
-
-A Gradio-based web application for querying SEC financial data through MCP Server.
-
-## Features
-
-- 🔍 Search companies by name or ticker symbol
-- 📈 View latest financial data
-- 📊 Analyze 3-year and 5-year financial trends
-- 💰 Display revenue, net income, EPS, operating expenses, and cash flow metrics
-
-## Usage
-
-Simply enter a company name or ticker symbol (e.g., NVIDIA, AAPL, Microsoft) and select the query type:
-- **Latest Financial Data**: Shows the most recent fiscal year data
-- **3-Year Trend**: Displays financial trends over 3 years
-- **5-Year Trend**: Displays financial trends over 5 years
-
-## Data Source
-
-SEC EDGAR data via MCP Server: https://jc321-easyreportdatemcp.hf.space
-
-## Technology Stack
-
-- **Frontend**: Gradio 4.0+
-- **Backend**: Python with requests
-- **Data Source**: SEC EDGAR via MCP Server
+---
+title: SEC Financial Data Query Assistant
+emoji: 📊
+colorFrom: blue
+colorTo: green
+sdk: gradio
+sdk_version: 4.0.0
+app_file: app.py
+pinned: false
+license: mit
+---
+
+# SEC Financial Data Query Assistant
+
+A Gradio-based web application for querying SEC financial data through MCP Server.
+
+## Features
+
+- 🔍 Search companies by name or ticker symbol
+- 📈 View latest financial data
+- 📊 Analyze 3-year and 5-year financial trends
+- 💰 Display revenue, net income, EPS, operating expenses, and cash flow metrics
+
+## Usage
+
+Simply enter a company name or ticker symbol (e.g., NVIDIA, AAPL, Microsoft) and select the query type:
+- **Latest Financial Data**: Shows the most recent fiscal year data
+- **3-Year Trend**: Displays financial trends over 3 years
+- **5-Year Trend**: Displays financial trends over 5 years
+
+## Data Source
+
+SEC EDGAR data via MCP Server: https://jc321-easyreportdatemcp.hf.space
+
+## Technology Stack
+
+- **Frontend**: Gradio 4.0+
+- **Backend**: Python with requests
+- **Data Source**: SEC EDGAR via MCP Server

app.py

@@ -22,6 +22,37 @@ def format_value(value, is_money=True):
     else:
         return f"{value:.2f}"
 
+# MCP 工具定义
+def create_mcp_tools():
+    """创建 MCP 工具列表"""
+    return [
+        {
+            "name": "query_financial_data",
+            "description": "Query SEC financial data for US listed companies",
+            "parameters": {
+                "type": "object",
+                "properties": {
+                    "company_name": {
+                        "type": "string",
+                        "description": "Company name or stock symbol (e.g., Apple, NVIDIA, AAPL)"
+                    },
+                    "query_type": {
+                        "type": "string",
+                        "enum": ["Latest Financial Data", "3-Year Trends", "5-Year Trends"],
+                        "description": "Type of financial query"
+                    }
+                },
+                "required": ["company_name", "query_type"]
+            }
+        }
+    ]
+
+# 工具执行函数
+def execute_tool(tool_name, **kwargs):
+    """执行 MCP 工具"""
+    if tool_name == "query_financial_data":
+        return query_financial_data(kwargs.get("company_name"), kwargs.get("query_type"))
+    return f"Unknown tool: {tool_name}"
 # 创建超链接
 def create_source_link(source_form, cik=None):
     """为Source Form创建SEC EDGAR超链接"""
@@ -207,20 +238,28 @@ def chatbot_response(message, history):
     """聊天机器人响应函数，集成MCP工具"""
     try:
         # 检查是否是财务查询相关问题
-        if any(keyword in message.lower() for keyword in ['financial', 'revenue', 'income', 'earnings', 'cash flow', 'expenses', '财务', '收入', '利润']):
+        financial_keywords = ['financial', 'revenue', 'income', 'earnings', 'cash flow', 'expenses', '财务', '收入', '利润', 'data', 'trend', 'performance']
+        
+        if any(keyword in message.lower() for keyword in financial_keywords):
             # 提取公司名称和查询类型
-            company_keywords = ['apple', 'microsoft', 'nvidia', 'tesla', 'alibaba', 'google', 'amazon']
+            company_keywords = ['apple', 'microsoft', 'nvidia', 'tesla', 'alibaba', 'google', 'amazon', 'meta', 'tsla', 'aapl', 'msft', 'nvda', 'googl', 'amzn']
             detected_company = None
             
             for company in company_keywords:
                 if company in message.lower():
-                    detected_company = company.capitalize()
+                    if company in ['aapl']: detected_company = 'Apple'
+                    elif company in ['msft']: detected_company = 'Microsoft' 
+                    elif company in ['nvda']: detected_company = 'NVIDIA'
+                    elif company in ['tsla']: detected_company = 'Tesla'
+                    elif company in ['googl']: detected_company = 'Google'
+                    elif company in ['amzn']: detected_company = 'Amazon'
+                    else: detected_company = company.capitalize()
                     break
             
             if detected_company:
                 # 根据问题内容选择查询类型
-                if 'trend' in message.lower() or '趋势' in message:
-                    if '5' in message or 'five' in message:
+                if any(word in message.lower() for word in ['trend', '趋势', 'history', 'historical', 'over time']):
+                    if any(word in message for word in ['5', 'five', '五年']):
                         query_type = '5-Year Trends'
                     else:
                         query_type = '3-Year Trends'
@@ -229,98 +268,75 @@ def chatbot_response(message, history):
                 
                 # 调用财务查询函数
                 result = query_financial_data(detected_company, query_type)
-                return f"I found financial information for {detected_company}:\n\n{result}"
+                return f"Here's the financial information for {detected_company}:\n\n{result}"
+            else:
+                return "I can help you query financial data! Please specify a company name. For example: 'Show me Apple's latest financial data' or 'What's NVIDIA's 3-year trend?' \n\nSupported companies include: Apple, Microsoft, NVIDIA, Tesla, Alibaba, Google, Amazon, and more."
         
         # 如果不是财务查询，返回通用回复
-        return "Hello! I'm a financial data assistant. I can help you query SEC financial data for US listed companies. Try asking about companies like Apple, Microsoft, NVIDIA, Tesla, or Alibaba. For example: 'Show me Apple's latest financial data' or 'What's NVIDIA's 3-year trend?'"
+        return "Hello! I'm a financial data assistant powered by SEC EDGAR data. I can help you query financial information for US listed companies.\n\n**What I can do:**\n- Get latest financial data (revenue, income, EPS, etc.)\n- Show 3-year or 5-year financial trends\n- Provide detailed financial metrics\n\n**Try asking:**\n- 'Show me Apple's latest financial data'\n- 'What's NVIDIA's 3-year financial trend?'\n- 'How is Microsoft performing financially?'"
     
     except Exception as e:
-        return f"Sorry, I encountered an error: {str(e)}. Please try asking about financial data for specific companies."
+        return f"Sorry, I encountered an error: {str(e)}. Please try asking about financial data for specific companies like Apple, Microsoft, NVIDIA, Tesla, etc."
 
 # 创建 Gradio 界面
 with gr.Blocks(title="SEC Financial Data Query Assistant") as demo:
     gr.Markdown("# 🤖 SEC Financial Data Query Assistant")
     gr.Markdown("Query SEC financial data for US listed companies through MCP Server")
     
-    with gr.Row():
-        # 左侧：聊天机器人
-        with gr.Column(scale=1):
-            gr.Markdown("## 💬 AI Financial Assistant")
-            gr.Markdown("*Ask me about financial data for any US listed company!*")
-            chatbot = gr.Chatbot(
-                height=500,
-                label="Chat with AI Assistant"
+    with gr.Tab("AI Assistant"):
+        # 使用 Gradio 6.0.1 的 ChatInterface 和 MCP 支持
+        chat = gr.ChatInterface(
+            fn=chatbot_response,
+            title="💬 Financial AI Assistant",
+            description="Ask me about financial data for any US listed company! I can help you query latest data or analyze trends.",
+            examples=[
+                "Show me Apple's latest financial data",
+                "What's NVIDIA's 3-year financial trend?",
+                "Get Microsoft's 5-year financial trends",
+                "How is Tesla performing financially?"
+            ],
+            cache_examples=False
+        )
+    
+    with gr.Tab("Direct Query"):
+        gr.Markdown("## 🔍 Direct Financial Data Query")
+        
+        with gr.Row():
+            company_input = gr.Textbox(
+                label="Company Name or Stock Symbol",
+                placeholder="e.g., NVIDIA, Apple, Alibaba, AAPL",
+                scale=2
             )
-            chat_input = gr.Textbox(
-                placeholder="e.g., 'Show me Apple's latest financial data' or 'What's NVIDIA's 3-year trend?'",
-                label="Your Question",
-                lines=2
+            query_type = gr.Radio(
+                ["Latest Financial Data", "3-Year Trends", "5-Year Trends"],
+                label="Query Type",
+                value="Latest Financial Data",
+                scale=1
             )
-            chat_submit = gr.Button("🗨️ Send", variant="primary")
         
-        # 右侧：原有的查询界面
-        with gr.Column(scale=1):
-            gr.Markdown("## 🔍 Direct Query")
-            with gr.Row():
-                company_input = gr.Textbox(
-                    label="Company Name or Stock Symbol",
-                    placeholder="e.g., NVIDIA, Apple, Alibaba, AAPL",
-                    scale=2
-                )
-                query_type = gr.Radio(
-                    ["Latest Financial Data", "3-Year Trends", "5-Year Trends"],
-                    label="Query Type",
-                    value="Latest Financial Data",
-                    scale=1
-                )
-            
-            submit_btn = gr.Button("🔍 Query", variant="primary", size="lg")
-            output = gr.Markdown(label="Query Results")
-    
-    # Chatbot 事件处理
-    def clear_input():
-        return ""
-    
-    chat_submit.click(
-        fn=chatbot_response,
-        inputs=[chat_input, chatbot],
-        outputs=chatbot
-    )
-    chat_submit.click(
-        fn=clear_input,
-        outputs=chat_input
-    )
-    
-    chat_input.submit(
-        fn=chatbot_response,
-        inputs=[chat_input, chatbot], 
-        outputs=chatbot
-    )
-    chat_input.submit(
-        fn=clear_input,
-        outputs=chat_input
-    )
-    
-    # 示例
-    gr.Examples(
-        examples=[
-            ["NVIDIA", "Latest Financial Data"],
-            ["Apple", "3-Year Trends"],
-            ["Microsoft", "5-Year Trends"],
-            ["Alibaba", "Latest Financial Data"],
-            ["Tesla", "3-Year Trends"]
-        ],
-        inputs=[company_input, query_type],
-        outputs=output,
-        fn=query_financial_data,
-        cache_examples=False
-    )
-    
-    submit_btn.click(
-        fn=query_financial_data,
-        inputs=[company_input, query_type],
-        outputs=output
-    )
+        submit_btn = gr.Button("🔍 Query", variant="primary", size="lg")
+        output = gr.Markdown(label="Query Results")
+        
+        # 示例
+        gr.Examples(
+            examples=[
+                ["NVIDIA", "Latest Financial Data"],
+                ["Apple", "3-Year Trends"],
+                ["Microsoft", "5-Year Trends"],
+                ["Alibaba", "Latest Financial Data"],
+                ["Tesla", "3-Year Trends"]
+            ],
+            inputs=[company_input, query_type],
+            outputs=output,
+            fn=query_financial_data,
+            cache_examples=False
+        )
+        
+        submit_btn.click(
+            fn=query_financial_data,
+            inputs=[company_input, query_type],
+            outputs=output
+        )
     
     gr.Markdown("---")
     gr.Markdown(f"**Data Source**: SEC EDGAR | **MCP Server**: `{MCP_URL}`")

requirements.txt

@@ -1,2 +1,2 @@
-gradio>=4.44.0
+gradio[mcp,oauth]==6.0.1
 requests