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EasyReportDataMCP
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Upload mcp_server.py

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  1. mcp_server.py +311 -2
mcp_server.py CHANGED
@@ -5,6 +5,8 @@ Based on FastAPI framework
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  from fastapi import FastAPI, HTTPException
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  from fastapi.middleware.cors import CORSMiddleware
 
 
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  from pydantic import BaseModel, Field
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  from typing import Optional, List, Dict, Any
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  from edgar_client import EdgarDataClient
@@ -141,9 +143,316 @@ class MetricsListResponse(BaseModel):
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  # API Endpoints
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- @app.get("/")
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  async def root():
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- """Root endpoint with API information and usage guide"""
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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  return {
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  "service": "SEC Financial Report MCP Server",
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  "version": "1.0.0",
 
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  from fastapi import FastAPI, HTTPException
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  from fastapi.middleware.cors import CORSMiddleware
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+ from fastapi.responses import HTMLResponse
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+ from fastapi.staticfiles import StaticFiles
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  from pydantic import BaseModel, Field
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  from typing import Optional, List, Dict, Any
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  from edgar_client import EdgarDataClient
 
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  # API Endpoints
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+ @app.get("/", response_class=HTMLResponse)
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  async def root():
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+ """Root endpoint with beautiful HTML interface"""
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+ html_content = """
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+ <!DOCTYPE html>
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+ <html lang="en">
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+ <head>
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+ <meta charset="UTF-8">
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+ <meta name="viewport" content="width=device-width, initial-scale=1.0">
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+ <title>SEC Financial Report MCP Server</title>
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+ <style>
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+ body {
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+ font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif;
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+ line-height: 1.6;
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+ color: #333;
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+ max-width: 1200px;
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+ margin: 0 auto;
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+ padding: 20px;
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+ background: linear-gradient(135deg, #667eea 0%, #764ba2 100%);
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+ min-height: 100vh;
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+ }
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+ .container {
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+ background: white;
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+ border-radius: 12px;
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+ padding: 40px;
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+ box-shadow: 0 10px 30px rgba(0,0,0,0.1);
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+ }
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+ .header {
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+ text-align: center;
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+ margin-bottom: 40px;
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+ padding-bottom: 20px;
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+ border-bottom: 3px solid #667eea;
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+ }
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+ .header h1 {
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+ color: #667eea;
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+ margin: 0;
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+ font-size: 2.5em;
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+ font-weight: 700;
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+ }
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+ .status {
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+ display: inline-block;
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+ background: #10b981;
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+ color: white;
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+ padding: 8px 16px;
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+ border-radius: 20px;
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+ font-size: 0.9em;
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+ margin-top: 10px;
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+ }
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+ .quick-start {
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+ background: linear-gradient(135deg, #667eea, #764ba2);
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+ color: white;
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+ padding: 30px;
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+ border-radius: 10px;
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+ margin-bottom: 30px;
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+ }
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+ .quick-start h2 {
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+ margin-top: 0;
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+ font-size: 1.8em;
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+ }
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+ .steps {
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+ display: grid;
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+ grid-template-columns: repeat(auto-fit, minmax(300px, 1fr));
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+ gap: 20px;
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+ margin-top: 20px;
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+ }
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+ .step {
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+ background: rgba(255,255,255,0.1);
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+ padding: 20px;
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+ border-radius: 8px;
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+ border: 1px solid rgba(255,255,255,0.2);
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+ }
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+ .step h3 {
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+ margin: 0 0 10px 0;
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+ font-size: 1.1em;
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+ }
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+ .code {
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+ background: rgba(0,0,0,0.1);
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+ padding: 10px;
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+ border-radius: 6px;
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+ font-family: 'Monaco', 'Consolas', monospace;
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+ font-size: 0.9em;
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+ overflow-x: auto;
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+ }
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+ .endpoints-grid {
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+ display: grid;
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+ grid-template-columns: 1fr 1fr;
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+ gap: 30px;
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+ margin-bottom: 30px;
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+ }
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+ .endpoint-section {
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+ border: 2px solid #e5e7eb;
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+ border-radius: 10px;
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+ padding: 25px;
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+ background: #f9fafb;
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+ }
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+ .endpoint-section.advanced {
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+ border-color: #667eea;
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+ background: #f0f4ff;
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+ }
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+ .endpoint-section h3 {
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+ margin-top: 0;
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+ color: #667eea;
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+ font-size: 1.4em;
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+ display: flex;
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+ align-items: center;
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+ gap: 10px;
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+ }
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+ .recommended {
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+ background: #fef3c7;
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+ color: #92400e;
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+ padding: 4px 8px;
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+ border-radius: 12px;
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+ font-size: 0.75em;
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+ font-weight: 600;
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+ }
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+ .endpoint {
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+ margin-bottom: 15px;
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+ padding: 15px;
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+ background: white;
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+ border-radius: 6px;
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+ border-left: 4px solid #10b981;
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+ }
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+ .endpoint-path {
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+ font-family: 'Monaco', 'Consolas', monospace;
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+ color: #059669;
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+ font-weight: 600;
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+ font-size: 0.9em;
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+ }
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+ .endpoint-desc {
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+ color: #6b7280;
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+ margin-top: 5px;
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+ font-size: 0.9em;
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+ }
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+ .workflows {
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+ background: #f8fafc;
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+ padding: 30px;
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+ border-radius: 10px;
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+ margin-top: 30px;
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+ }
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+ .workflow {
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+ margin-bottom: 25px;
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+ padding: 20px;
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+ background: white;
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+ border-radius: 8px;
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+ border-left: 4px solid #8b5cf6;
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+ }
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+ .workflow h4 {
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+ margin: 0 0 10px 0;
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+ color: #8b5cf6;
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+ font-size: 1.1em;
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+ }
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+ .workflow-step {
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+ background: #f3f4f6;
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+ padding: 10px;
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+ margin: 5px 0;
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+ border-radius: 4px;
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+ font-family: 'Monaco', 'Consolas', monospace;
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+ font-size: 0.85em;
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+ }
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+ .links {
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+ text-align: center;
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+ margin-top: 40px;
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+ padding-top: 20px;
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+ border-top: 2px solid #e5e7eb;
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+ }
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+ .link-btn {
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+ display: inline-block;
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+ background: #667eea;
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+ color: white;
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+ padding: 12px 24px;
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+ margin: 0 10px;
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+ text-decoration: none;
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+ border-radius: 6px;
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+ font-weight: 600;
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+ transition: background-color 0.3s;
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+ }
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+ .link-btn:hover {
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+ background: #5a67d8;
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+ }
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+ .link-btn.secondary {
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+ background: #6b7280;
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+ }
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+ .link-btn.secondary:hover {
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+ background: #4b5563;
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+ }
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+ @media (max-width: 768px) {
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+ .endpoints-grid {
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+ grid-template-columns: 1fr;
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+ }
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+ .steps {
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+ grid-template-columns: 1fr;
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+ }
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+ .container {
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+ padding: 20px;
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+ }
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+ }
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+ </style>
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+ </head>
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+ <body>
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+ <div class="container">
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+ <div class="header">
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+ <h1>📊 SEC Financial Report MCP Server</h1>
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+ <div class="status">✅ Operational</div>
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+ <p>MCP Server for querying SEC EDGAR financial data - A tool-ready API for AI agents and applications</p>
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+ </div>
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+
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+ <div class="quick-start">
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+ <h2>🚀 Quick Start</h2>
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+ <div class="steps">
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+ <div class="step">
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+ <h3>Step 1: Search Company</h3>
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+ <div class="code">POST /api/advanced_search<br>{"company_input": "NVIDIA"}</div>
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+ </div>
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+ <div class="step">
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+ <h3>Step 2: Get Latest Data</h3>
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+ <div class="code">POST /api/get_latest_financial_data<br>{"cik": "0001045810"}</div>
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+ </div>
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+ <div class="step">
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+ <h3>Step 3: Analyze Trends</h3>
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+ <div class="code">POST /api/extract_financial_metrics<br>{"cik": "0001045810", "years": 3}</div>
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+ </div>
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+ </div>
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+ </div>
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+
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+ <div class="endpoints-grid">
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+ <div class="endpoint-section">
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+ <h3>🔧 Basic Tools</h3>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/search_company</div>
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+ <div class="endpoint-desc">Search company by name only</div>
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+ </div>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/get_company_info</div>
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+ <div class="endpoint-desc">Get company information by CIK</div>
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+ </div>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/get_company_filings</div>
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+ <div class="endpoint-desc">Get company SEC filings (10-K, 10-Q, 20-F)</div>
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+ </div>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/get_company_facts</div>
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+ <div class="endpoint-desc">Get complete XBRL financial facts</div>
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+ </div>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/get_financial_data</div>
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+ <div class="endpoint-desc">Get financial data for specific period</div>
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+ </div>
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+ <div class="endpoint">
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+ <div class="endpoint-path">GET /health</div>
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+ <div class="endpoint-desc">Server health check</div>
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+ </div>
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+ </div>
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+
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+ <div class="endpoint-section advanced">
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+ <h3>⭐ Advanced Tools <span class="recommended">RECOMMENDED</span></h3>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/advanced_search</div>
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+ <div class="endpoint-desc">Smart search - accepts company name OR CIK</div>
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+ </div>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/extract_financial_metrics</div>
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+ <div class="endpoint-desc">Extract multi-year metrics (annual + quarterly)</div>
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+ </div>
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+ <div class="endpoint">
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+ <div class="endpoint-path">POST /api/get_latest_financial_data</div>
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+ <div class="endpoint-desc">Get most recent annual financial data automatically</div>
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+ </div>
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+ </div>
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+ </div>
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+
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+ <div class="workflows">
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+ <h3>📋 Example Workflows</h3>
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+ <div class="workflow">
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+ <h4>Get Latest Company Financials</h4>
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+ <div class="workflow-step">1. POST /api/advanced_search {"company_input": "Apple"}</div>
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+ <div class="workflow-step">2. POST /api/get_latest_financial_data {"cik": "&lt;from_step_1&gt;"}</div>
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+ </div>
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+ <div class="workflow">
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+ <h4>Analyze 5-Year Trends</h4>
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+ <div class="workflow-step">1. POST /api/advanced_search {"company_input": "TSMC"}</div>
426
+ <div class="workflow-step">2. POST /api/extract_financial_metrics {"cik": "&lt;from_step_1&gt;", "years": 5}</div>
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+ </div>
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+ <div class="workflow">
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+ <h4>Get Specific Quarter Data</h4>
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+ <div class="workflow-step">1. POST /api/advanced_search {"company_input": "NVIDIA"}</div>
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+ <div class="workflow-step">2. POST /api/get_financial_data {"cik": "&lt;from_step_1&gt;", "period": "2024Q3"}</div>
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+ </div>
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+ </div>
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+
435
+ <div class="links">
436
+ <a href="/docs" class="link-btn">📚 Interactive API Docs</a>
437
+ <a href="/redoc" class="link-btn">📖 ReDoc Documentation</a>
438
+ <a href="/health" class="link-btn secondary">💚 Health Check</a>
439
+ <a href="/api" class="link-btn secondary">🔗 JSON API Info</a>
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+ </div>
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+
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+ <div style="text-align: center; margin-top: 30px; color: #6b7280; font-size: 0.9em;">
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+ <p><strong>Data Source:</strong> US SEC EDGAR system (real-time) | <strong>Rate Limit:</strong> 10 requests/second</p>
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+ <p><strong>User Agent:</strong> Juntao Peng (jtyxabc@gmail.com) | <strong>Always-On:</strong> HF CPU Upgrade</p>
445
+ </div>
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+ </div>
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+ </body>
448
+ </html>
449
+ """
450
+ return html_content
451
+
452
+
453
+ @app.get("/api")
454
+ async def api_info():
455
+ """JSON API information for programmatic access"""
456
  return {
457
  "service": "SEC Financial Report MCP Server",
458
  "version": "1.0.0",