API_ENHANCEMENTS.md

API Enhancements Summary

Overview

The MCP Server has been enhanced to include all important methods from FinancialAnalyzer, providing both basic and advanced financial data analysis capabilities.

Total API Endpoints: 9

Basic Endpoints (6) - Using EdgarDataClient

1. POST /api/search_company

   • Search company by name
   • Returns: CIK, name, ticker

2. POST /api/get_company_info

   • Get detailed company information
   • Returns: Full company details with SIC

3. POST /api/get_company_filings

   • Get company SEC filings
   • Supports: 10-K, 10-Q, 20-F, etc.

4. POST /api/get_company_facts

   • Get complete XBRL financial facts
   • Returns: Raw financial data

5. POST /api/get_financial_data

   • Get financial data for specific period
   • Supports: Annual (YYYY) and Quarterly (YYYYQX)

6. GET /health

   • Health check endpoint
   • Returns: Server status

Advanced Endpoints (3) - Using FinancialAnalyzer ⭐

7. POST /api/advanced_search

Purpose: Intelligent company search supporting both name and CIK

From: FinancialAnalyzer.search_company()

Request:

{
  "company_input": "Apple"  // or "0000320193"
}

Features:

• Auto-detects input type (name vs CIK)
• Returns complete company information
• More intelligent than basic search

Use Case: When you don't know if user input is name or CIK

---

8. POST /api/extract_financial_metrics

Purpose: Extract multi-year financial metrics (annual + quarterly)

From: FinancialAnalyzer.extract_financial_metrics()

Request:

{
  "cik": "0001045810",
  "years": 3
}

Response:

{
  "metrics": [
    {
      "period": "2024",
      "total_revenue": 60922000000,
      "net_income": 29760000000,
      "earnings_per_share": 12.04,
      ...
    },
    {
      "period": "2024Q4",
      ...
    },
    {
      "period": "2024Q3",
      ...
    }
  ],
  "count": 15
}

Features:

• Returns both annual and quarterly data
• Automatically formats data
• Sorted by period (newest first)
• Configurable years (1-10)

Use Cases:

• Historical trend analysis
• Multi-period comparison
• Financial modeling
• Data visualization

---

9. POST /api/get_latest_financial_data

Purpose: Get the most recent annual financial data

From: FinancialAnalyzer.get_latest_financial_data()

Request:

{
  "cik": "0001045810"
}

Response:

{
  "period": "2024",
  "total_revenue": 60922000000,
  "net_income": 29760000000,
  "earnings_per_share": 12.04,
  "operating_expenses": 11822000000,
  "operating_cash_flow": 28091000000,
  "source_url": "https://www.sec.gov/...",
  "source_form": "10-K"
}

Features:

• Automatically finds latest fiscal year
• No need to know the year
• Returns most recent 10-K or 20-F data

Use Cases:

• Quick company snapshot
• Current financial position
• Latest performance metrics

---

Key Benefits

1. Flexibility

• Basic endpoints for precise queries
• Advanced endpoints for intelligent analysis

2. Efficiency

• extract_financial_metrics - Get multiple years in one call
• get_latest_financial_data - No need to determine fiscal year
• advanced_search - Flexible input handling

3. Complete Coverage

All important FinancialAnalyzer methods are now exposed:

• ✅ search_company() → /api/advanced_search
• ✅ extract_financial_metrics() → /api/extract_financial_metrics
• ✅ get_latest_financial_data() → /api/get_latest_financial_data

4. Data Quality

• Automatic data formatting
• Consistent response structure
• Comprehensive error handling

Comparison: Basic vs Advanced

Feature	Basic Endpoint	Advanced Endpoint
Company Search	/api/search_company	/api/advanced_search
Input Type	Name only	Name or CIK
Return Data	Basic (CIK, name, ticker)	Complete (includes SIC)
Financial Data	/api/get_financial_data	/api/extract_financial_metrics
Period	Single period	Multiple years
Data Type	Annual OR quarterly	Annual AND quarterly
Request Count	1 per period	1 for all periods
Latest Data	/api/get_financial_data	/api/get_latest_financial_data
Year Required	Yes (must specify)	No (auto-detects)
Convenience	Manual	Automatic

Usage Examples

Example 1: Quick Company Analysis

import requests

BASE_URL = "https://YOUR_SPACE.hf.space"

# Step 1: Advanced search (works with name or CIK)
response = requests.post(
    f"{BASE_URL}/api/advanced_search",
    json={"company_input": "NVIDIA"}
)
company = response.json()
cik = company['cik']

# Step 2: Get latest data (no year needed!)
response = requests.post(
    f"{BASE_URL}/api/get_latest_financial_data",
    json={"cik": cik}
)
latest = response.json()
print(f"Latest FY{latest['period']} Revenue: ${latest['total_revenue']:,.0f}")

Example 2: Multi-Year Trend Analysis

# Get 5 years of data in one call
response = requests.post(
    f"{BASE_URL}/api/extract_financial_metrics",
    json={"cik": cik, "years": 5}
)
data = response.json()

# Analyze trends
import pandas as pd
df = pd.DataFrame(data['metrics'])
annual_data = df[~df['period'].str.contains('Q')]  # Filter annual only
print(annual_data[['period', 'total_revenue', 'net_income']])

Example 3: Flexible Search

# Works with either input type
def search_company(input_str):
    response = requests.post(
        f"{BASE_URL}/api/advanced_search",
        json={"company_input": input_str}
    )
    return response.json()

# Both work!
result1 = search_company("Apple")         # By name
result2 = search_company("0000320193")    # By CIK

Documentation

• Complete API Examples: See mcp_client_examples.json
• Interactive Testing: Visit /docs (Swagger UI)
• Detailed Usage: See API_USAGE.md

Summary

The MCP Server now provides 9 comprehensive API endpoints covering:

• ✅ Basic data retrieval (EdgarDataClient)
• ✅ Advanced analysis (FinancialAnalyzer)
• ✅ Flexible search options
• ✅ Multi-year data extraction
• ✅ Automatic latest data retrieval

All important functionality from both edgar_client.py and financial_analyzer.py is now accessible via RESTful APIs! 🎉