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**:
```json
{
  "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**:
```json
{
  "cik": "0001045810",
  "years": 3
}
```

**Response**:
```json
{
  "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**:
```json
{
  "cik": "0001045810"
}
```

**Response**:
```json
{
  "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

```python
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

```python
# 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

```python
# 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! 🎉