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- # API Enhancements Summary
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-
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- ## Overview
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-
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- The MCP Server has been enhanced to include all important methods from `FinancialAnalyzer`, providing both basic and advanced financial data analysis capabilities.
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-
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- ## Total API Endpoints: 9
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-
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- ### Basic Endpoints (6) - Using `EdgarDataClient`
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-
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- 1. **POST /api/search_company**
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- - Search company by name
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- - Returns: CIK, name, ticker
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-
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- 2. **POST /api/get_company_info**
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- - Get detailed company information
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- - Returns: Full company details with SIC
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-
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- 3. **POST /api/get_company_filings**
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- - Get company SEC filings
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- - Supports: 10-K, 10-Q, 20-F, etc.
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-
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- 4. **POST /api/get_company_facts**
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- - Get complete XBRL financial facts
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- - Returns: Raw financial data
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-
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- 5. **POST /api/get_financial_data**
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- - Get financial data for specific period
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- - Supports: Annual (YYYY) and Quarterly (YYYYQX)
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-
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- 6. **GET /health**
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- - Health check endpoint
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- - Returns: Server status
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-
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- ### Advanced Endpoints (3) - Using `FinancialAnalyzer` ⭐
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-
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- #### 7. POST /api/advanced_search
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- **Purpose**: Intelligent company search supporting both name and CIK
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-
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- **From**: `FinancialAnalyzer.search_company()`
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-
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- **Request**:
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- ```json
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- {
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- "company_input": "Apple" // or "0000320193"
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- }
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- ```
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-
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- **Features**:
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- - Auto-detects input type (name vs CIK)
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- - Returns complete company information
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- - More intelligent than basic search
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-
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- **Use Case**: When you don't know if user input is name or CIK
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-
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- ---
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-
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- #### 8. POST /api/extract_financial_metrics
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- **Purpose**: Extract multi-year financial metrics (annual + quarterly)
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-
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- **From**: `FinancialAnalyzer.extract_financial_metrics()`
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-
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- **Request**:
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- ```json
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- {
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- "cik": "0001045810",
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- "years": 3
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- }
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- ```
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-
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- **Response**:
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- ```json
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- {
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- "metrics": [
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- {
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- "period": "2024",
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- "total_revenue": 60922000000,
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- "net_income": 29760000000,
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- "earnings_per_share": 12.04,
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- ...
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- },
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- {
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- "period": "2024Q4",
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- ...
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- },
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- {
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- "period": "2024Q3",
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- ...
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- }
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- ],
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- "count": 15
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- }
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- ```
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- **Features**:
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- - Returns both annual and quarterly data
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- - Automatically formats data
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- - Sorted by period (newest first)
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- - Configurable years (1-10)
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-
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- **Use Cases**:
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- - Historical trend analysis
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- - Multi-period comparison
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- - Financial modeling
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- - Data visualization
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-
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- ---
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-
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- #### 9. POST /api/get_latest_financial_data
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- **Purpose**: Get the most recent annual financial data
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- **From**: `FinancialAnalyzer.get_latest_financial_data()`
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- **Request**:
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- ```json
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- {
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- "cik": "0001045810"
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- }
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- ```
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-
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- **Response**:
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- ```json
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- {
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- "period": "2024",
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- "total_revenue": 60922000000,
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- "net_income": 29760000000,
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- "earnings_per_share": 12.04,
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- "operating_expenses": 11822000000,
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- "operating_cash_flow": 28091000000,
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- "source_url": "https://www.sec.gov/...",
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- "source_form": "10-K"
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- }
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- ```
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- **Features**:
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- - Automatically finds latest fiscal year
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- - No need to know the year
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- - Returns most recent 10-K or 20-F data
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- **Use Cases**:
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- - Quick company snapshot
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- - Current financial position
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- - Latest performance metrics
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-
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- ---
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- ## Key Benefits
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- ### 1. **Flexibility**
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- - Basic endpoints for precise queries
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- - Advanced endpoints for intelligent analysis
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-
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- ### 2. **Efficiency**
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- - `extract_financial_metrics` - Get multiple years in one call
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- - `get_latest_financial_data` - No need to determine fiscal year
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- - `advanced_search` - Flexible input handling
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- ### 3. **Complete Coverage**
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- All important `FinancialAnalyzer` methods are now exposed:
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- - ✅ `search_company()` → `/api/advanced_search`
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- - ✅ `extract_financial_metrics()` → `/api/extract_financial_metrics`
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- - ✅ `get_latest_financial_data()` → `/api/get_latest_financial_data`
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- ### 4. **Data Quality**
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- - Automatic data formatting
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- - Consistent response structure
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- - Comprehensive error handling
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- ## Comparison: Basic vs Advanced
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- | Feature | Basic Endpoint | Advanced Endpoint |
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- |---------|---------------|-------------------|
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- | Company Search | `/api/search_company` | `/api/advanced_search` |
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- | Input Type | Name only | Name or CIK |
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- | Return Data | Basic (CIK, name, ticker) | Complete (includes SIC) |
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- | | | |
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- | Financial Data | `/api/get_financial_data` | `/api/extract_financial_metrics` |
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- | Period | Single period | Multiple years |
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- | Data Type | Annual OR quarterly | Annual AND quarterly |
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- | Request Count | 1 per period | 1 for all periods |
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- | | | |
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- | Latest Data | `/api/get_financial_data` | `/api/get_latest_financial_data` |
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- | Year Required | Yes (must specify) | No (auto-detects) |
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- | Convenience | Manual | Automatic |
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-
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- ## Usage Examples
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-
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- ### Example 1: Quick Company Analysis
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- ```python
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- import requests
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-
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- BASE_URL = "https://YOUR_SPACE.hf.space"
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-
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- # Step 1: Advanced search (works with name or CIK)
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- response = requests.post(
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- f"{BASE_URL}/api/advanced_search",
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- json={"company_input": "NVIDIA"}
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- )
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- company = response.json()
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- cik = company['cik']
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-
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- # Step 2: Get latest data (no year needed!)
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- response = requests.post(
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- f"{BASE_URL}/api/get_latest_financial_data",
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- json={"cik": cik}
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- )
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- latest = response.json()
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- print(f"Latest FY{latest['period']} Revenue: ${latest['total_revenue']:,.0f}")
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- ```
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- ### Example 2: Multi-Year Trend Analysis
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- ```python
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- # Get 5 years of data in one call
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- response = requests.post(
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- f"{BASE_URL}/api/extract_financial_metrics",
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- json={"cik": cik, "years": 5}
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- )
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- data = response.json()
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-
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- # Analyze trends
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- import pandas as pd
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- df = pd.DataFrame(data['metrics'])
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- annual_data = df[~df['period'].str.contains('Q')] # Filter annual only
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- print(annual_data[['period', 'total_revenue', 'net_income']])
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- ```
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- ### Example 3: Flexible Search
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- ```python
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- # Works with either input type
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- def search_company(input_str):
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- response = requests.post(
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- f"{BASE_URL}/api/advanced_search",
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- json={"company_input": input_str}
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- )
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- return response.json()
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-
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- # Both work!
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- result1 = search_company("Apple") # By name
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- result2 = search_company("0000320193") # By CIK
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- ```
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- ## Documentation
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- - **Complete API Examples**: See `mcp_client_examples.json`
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- - **Interactive Testing**: Visit `/docs` (Swagger UI)
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- - **Detailed Usage**: See `API_USAGE.md`
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-
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- ## Summary
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- The MCP Server now provides **9 comprehensive API endpoints** covering:
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- - ✅ Basic data retrieval (EdgarDataClient)
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- - ✅ Advanced analysis (FinancialAnalyzer)
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- - ✅ Flexible search options
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- - ✅ Multi-year data extraction
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- - ✅ Automatic latest data retrieval
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- All important functionality from both `edgar_client.py` and `financial_analyzer.py` is now accessible via RESTful APIs! 🎉