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mcp_server.py
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"""
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MCP Server for SEC Financial Report Data Query
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Based on FastAPI framework
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"""
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from fastapi import FastAPI, HTTPException, Request
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from fastapi.middleware.cors import CORSMiddleware
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from fastapi.responses import HTMLResponse, JSONResponse
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from fastapi.staticfiles import StaticFiles
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from fastapi.exceptions import RequestValidationError
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from pydantic import BaseModel, Field, ValidationError
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from typing import Optional, List, Dict, Any
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from edgar_client import EdgarDataClient
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from financial_analyzer import FinancialAnalyzer
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import uvicorn
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# Initialize FastAPI app
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app = FastAPI(
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title="SEC Financial Report MCP Server",
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description="MCP Server for querying SEC EDGAR financial data",
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version="1.0.0"
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)
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# Configure CORS
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app.add_middleware(
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CORSMiddleware,
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allow_origins=["*"],
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allow_credentials=True,
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allow_methods=["*"],
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allow_headers=["*"],
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)
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# Initialize EDGAR client with user information
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edgar_client = EdgarDataClient(
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user_agent="Juntao Peng Financial Report Metrics App (jtyxabc@gmail.com)"
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)
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# Initialize Financial Analyzer
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financial_analyzer = FinancialAnalyzer(
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user_agent="Juntao Peng Financial Report Metrics App (jtyxabc@gmail.com)"
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)
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# Custom error handler for validation errors (422)
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@app.exception_handler(RequestValidationError)
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async def validation_exception_handler(request: Request, exc: RequestValidationError):
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"""
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Custom handler for 422 Unprocessable Entity errors
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Provides user-friendly error messages
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"""
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errors = exc.errors()
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# Build friendly error message
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error_messages = []
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for error in errors:
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field = " -> ".join(str(loc) for loc in error['loc'])
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msg = error['msg']
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error_type = error['type']
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if error_type == 'missing':
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error_messages.append(f"Missing required field: {field}")
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elif 'type_error' in error_type:
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error_messages.append(f"Invalid type for field '{field}': {msg}")
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else:
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error_messages.append(f"Validation error in '{field}': {msg}")
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return JSONResponse(
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status_code=422,
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content={
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"error": "Request validation failed",
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"details": error_messages,
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"help": {
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"note": "Please ensure you send data in the request BODY (not URL parameters)",
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"example": {
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"cik": "1577552",
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"period": "2024" # if applicable
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},
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"common_issues": [
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"Don't put parameters in the URL query string",
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"Ensure CIK has no extra spaces",
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"Send Content-Type: application/json header",
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"Use POST method with JSON body"
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]
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}
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}
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)
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# Request/Response Models
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class UserAgentRequest(BaseModel):
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user_agent: str = Field(
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default="Financial Report Metrics App (your-email@example.com)",
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description="User agent string for identifying request source"
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)
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class CompanySearchRequest(BaseModel):
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company_name: str = Field(..., description="Company name to search")
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class CompanyInfoRequest(BaseModel):
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cik: str = Field(..., description="Company CIK code")
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class Config:
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# Enable validation for strings
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str_strip_whitespace = True
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def __init__(self, **data):
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# Strip whitespace and clean CIK
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if 'cik' in data and data['cik']:
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data['cik'] = str(data['cik']).strip()
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super().__init__(**data)
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class CompanyFilingsRequest(BaseModel):
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cik: str = Field(..., description="Company CIK code")
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form_types: Optional[List[str]] = Field(
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None,
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description="List of form types (e.g., ['10-K', '10-Q']), None for all types"
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)
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class Config:
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# Enable validation for strings
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str_strip_whitespace = True
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def __init__(self, **data):
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# Strip whitespace and clean CIK
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if 'cik' in data and data['cik']:
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data['cik'] = str(data['cik']).strip()
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super().__init__(**data)
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class CompanyFactsRequest(BaseModel):
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cik: str = Field(..., description="Company CIK code")
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class Config:
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# Enable validation for strings
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str_strip_whitespace = True
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def __init__(self, **data):
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# Strip whitespace and clean CIK
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if 'cik' in data and data['cik']:
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data['cik'] = str(data['cik']).strip()
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super().__init__(**data)
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class FinancialDataRequest(BaseModel):
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cik: str = Field(..., description="Company CIK code")
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period: str = Field(
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...,
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description="Period in format 'YYYY' or 'YYYYQX' (e.g., '2025' or '2025Q3')"
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)
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class Config:
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# Enable validation for strings
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str_strip_whitespace = True
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def __init__(self, **data):
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# Strip whitespace and clean inputs
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if 'cik' in data and data['cik']:
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data['cik'] = str(data['cik']).strip()
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if 'period' in data and data['period']:
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data['period'] = str(data['period']).strip()
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super().__init__(**data)
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class AdvancedSearchRequest(BaseModel):
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company_input: str = Field(..., description="Company name or CIK code")
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class ExtractMetricsRequest(BaseModel):
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cik: str = Field(..., description="Company CIK code")
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years: int = Field(default=3, description="Number of years to extract", ge=1, le=10)
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class Config:
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# Enable validation for strings
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str_strip_whitespace = True
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def __init__(self, **data):
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# Strip whitespace and clean CIK
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if 'cik' in data and data['cik']:
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data['cik'] = str(data['cik']).strip()
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super().__init__(**data)
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class LatestDataRequest(BaseModel):
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cik: str = Field(..., description="Company CIK code")
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class Config:
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# Enable validation for strings
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str_strip_whitespace = True
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def __init__(self, **data):
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# Strip whitespace and clean CIK
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if 'cik' in data and data['cik']:
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data['cik'] = str(data['cik']).strip()
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super().__init__(**data)
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class CompanySearchResponse(BaseModel):
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cik: Optional[str] = None
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name: Optional[str] = None
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ticker: Optional[str] = None
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error: Optional[str] = None
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class CompanyInfoResponse(BaseModel):
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cik: Optional[str] = None
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name: Optional[str] = None
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tickers: Optional[List[str]] = None
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sic: Optional[str] = None
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sic_description: Optional[str] = None
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error: Optional[str] = None
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class FilingItem(BaseModel):
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form_type: str
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filing_date: str
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accession_number: str
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primary_document: str
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class CompanyFilingsResponse(BaseModel):
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filings: List[FilingItem] = []
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error: Optional[str] = None
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class CompanyFactsResponse(BaseModel):
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facts: Dict[str, Any] = {}
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error: Optional[str] = None
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class FinancialDataResponse(BaseModel):
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period: Optional[str] = None
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total_revenue: Optional[float] = None
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net_income: Optional[float] = None
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earnings_per_share: Optional[float] = None
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operating_expenses: Optional[float] = None
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operating_cash_flow: Optional[float] = None
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source_url: Optional[str] = None
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source_form: Optional[str] = None
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data_source: Optional[str] = None
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additional_details: Optional[Dict[str, Any]] = None
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error: Optional[str] = None
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class MetricsListResponse(BaseModel):
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metrics: List[Dict[str, Any]] = []
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count: int = 0
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error: Optional[str] = None
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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;
|
| 416 |
-
padding-top: 20px;
|
| 417 |
-
border-top: 2px solid #e5e7eb;
|
| 418 |
-
}
|
| 419 |
-
.link-btn {
|
| 420 |
-
display: inline-block;
|
| 421 |
-
background: #667eea;
|
| 422 |
-
color: white;
|
| 423 |
-
padding: 12px 24px;
|
| 424 |
-
margin: 0 10px;
|
| 425 |
-
text-decoration: none;
|
| 426 |
-
border-radius: 6px;
|
| 427 |
-
font-weight: 600;
|
| 428 |
-
transition: background-color 0.3s;
|
| 429 |
-
}
|
| 430 |
-
.link-btn:hover {
|
| 431 |
-
background: #5a67d8;
|
| 432 |
-
}
|
| 433 |
-
.link-btn.secondary {
|
| 434 |
-
background: #6b7280;
|
| 435 |
-
}
|
| 436 |
-
.link-btn.secondary:hover {
|
| 437 |
-
background: #4b5563;
|
| 438 |
-
}
|
| 439 |
-
@media (max-width: 768px) {
|
| 440 |
-
.endpoints-grid {
|
| 441 |
-
grid-template-columns: 1fr;
|
| 442 |
-
}
|
| 443 |
-
.steps {
|
| 444 |
-
grid-template-columns: 1fr;
|
| 445 |
-
}
|
| 446 |
-
.container {
|
| 447 |
-
padding: 20px;
|
| 448 |
-
}
|
| 449 |
-
}
|
| 450 |
-
</style>
|
| 451 |
-
</head>
|
| 452 |
-
<body>
|
| 453 |
-
<div class="container">
|
| 454 |
-
<div class="header">
|
| 455 |
-
<h1>📊 SEC Financial Report MCP Server</h1>
|
| 456 |
-
<div class="status">✅ Operational</div>
|
| 457 |
-
<p>MCP Server for querying SEC EDGAR financial data - A tool-ready API for AI agents and applications</p>
|
| 458 |
-
</div>
|
| 459 |
-
|
| 460 |
-
<div class="quick-start">
|
| 461 |
-
<h2>🚀 Quick Start</h2>
|
| 462 |
-
<div class="steps">
|
| 463 |
-
<div class="step">
|
| 464 |
-
<h3>Step 1: Search Company</h3>
|
| 465 |
-
<div class="code">POST /api/advanced_search<br>{"company_input": "NVIDIA"}</div>
|
| 466 |
-
</div>
|
| 467 |
-
<div class="step">
|
| 468 |
-
<h3>Step 2: Get Latest Data</h3>
|
| 469 |
-
<div class="code">POST /api/get_latest_financial_data<br>{"cik": "0001045810"}</div>
|
| 470 |
-
</div>
|
| 471 |
-
<div class="step">
|
| 472 |
-
<h3>Step 3: Analyze Trends</h3>
|
| 473 |
-
<div class="code">POST /api/extract_financial_metrics<br>{"cik": "0001045810", "years": 3}</div>
|
| 474 |
-
</div>
|
| 475 |
-
</div>
|
| 476 |
-
</div>
|
| 477 |
-
|
| 478 |
-
<div class="endpoints-grid">
|
| 479 |
-
<div class="endpoint-section">
|
| 480 |
-
<h3>🔧 Basic Tools</h3>
|
| 481 |
-
<div class="endpoint">
|
| 482 |
-
<div class="endpoint-path">POST /api/search_company</div>
|
| 483 |
-
<div class="endpoint-desc">Search company by name only</div>
|
| 484 |
-
</div>
|
| 485 |
-
<div class="endpoint">
|
| 486 |
-
<div class="endpoint-path">POST /api/get_company_info</div>
|
| 487 |
-
<div class="endpoint-desc">Get company information by CIK</div>
|
| 488 |
-
</div>
|
| 489 |
-
<div class="endpoint">
|
| 490 |
-
<div class="endpoint-path">POST /api/get_company_filings</div>
|
| 491 |
-
<div class="endpoint-desc">Get company SEC filings (10-K, 10-Q, 20-F)</div>
|
| 492 |
-
</div>
|
| 493 |
-
<div class="endpoint">
|
| 494 |
-
<div class="endpoint-path">POST /api/get_company_facts</div>
|
| 495 |
-
<div class="endpoint-desc">Get complete XBRL financial facts</div>
|
| 496 |
-
</div>
|
| 497 |
-
<div class="endpoint">
|
| 498 |
-
<div class="endpoint-path">POST /api/get_financial_data</div>
|
| 499 |
-
<div class="endpoint-desc">Get financial data for specific period</div>
|
| 500 |
-
</div>
|
| 501 |
-
<div class="endpoint">
|
| 502 |
-
<div class="endpoint-path">GET /health</div>
|
| 503 |
-
<div class="endpoint-desc">Server health check</div>
|
| 504 |
-
</div>
|
| 505 |
-
</div>
|
| 506 |
-
|
| 507 |
-
<div class="endpoint-section advanced">
|
| 508 |
-
<h3>⭐ Advanced Tools <span class="recommended">RECOMMENDED</span></h3>
|
| 509 |
-
<div class="endpoint">
|
| 510 |
-
<div class="endpoint-path">POST /api/advanced_search</div>
|
| 511 |
-
<div class="endpoint-desc">Smart search - accepts company name OR CIK</div>
|
| 512 |
-
</div>
|
| 513 |
-
<div class="endpoint">
|
| 514 |
-
<div class="endpoint-path">POST /api/extract_financial_metrics</div>
|
| 515 |
-
<div class="endpoint-desc">Extract multi-year metrics (annual + quarterly)</div>
|
| 516 |
-
</div>
|
| 517 |
-
<div class="endpoint">
|
| 518 |
-
<div class="endpoint-path">POST /api/get_latest_financial_data</div>
|
| 519 |
-
<div class="endpoint-desc">Get most recent annual financial data automatically</div>
|
| 520 |
-
</div>
|
| 521 |
-
</div>
|
| 522 |
-
</div>
|
| 523 |
-
|
| 524 |
-
<div class="workflows">
|
| 525 |
-
<h3>📋 Example Workflows</h3>
|
| 526 |
-
<div class="workflow">
|
| 527 |
-
<h4>Get Latest Company Financials</h4>
|
| 528 |
-
<div class="workflow-step">1. POST /api/advanced_search {"company_input": "Apple"}</div>
|
| 529 |
-
<div class="workflow-step">2. POST /api/get_latest_financial_data {"cik": "<from_step_1>"}</div>
|
| 530 |
-
</div>
|
| 531 |
-
<div class="workflow">
|
| 532 |
-
<h4>Analyze 5-Year Trends</h4>
|
| 533 |
-
<div class="workflow-step">1. POST /api/advanced_search {"company_input": "TSMC"}</div>
|
| 534 |
-
<div class="workflow-step">2. POST /api/extract_financial_metrics {"cik": "<from_step_1>", "years": 5}</div>
|
| 535 |
-
</div>
|
| 536 |
-
<div class="workflow">
|
| 537 |
-
<h4>Get Specific Quarter Data</h4>
|
| 538 |
-
<div class="workflow-step">1. POST /api/advanced_search {"company_input": "NVIDIA"}</div>
|
| 539 |
-
<div class="workflow-step">2. POST /api/get_financial_data {"cik": "<from_step_1>", "period": "2024Q3"}</div>
|
| 540 |
-
</div>
|
| 541 |
-
</div>
|
| 542 |
-
|
| 543 |
-
<div class="links">
|
| 544 |
-
<a href="/docs" class="link-btn">📚 Interactive API Docs</a>
|
| 545 |
-
<a href="/redoc" class="link-btn">📖 ReDoc Documentation</a>
|
| 546 |
-
<a href="/health" class="link-btn secondary">💚 Health Check</a>
|
| 547 |
-
<a href="/api" class="link-btn secondary">🔗 JSON API Info</a>
|
| 548 |
-
</div>
|
| 549 |
-
|
| 550 |
-
<div style="text-align: center; margin-top: 30px; color: #6b7280; font-size: 0.9em;">
|
| 551 |
-
<p><strong>Data Source:</strong> US SEC EDGAR system (real-time) | <strong>Rate Limit:</strong> 10 requests/second</p>
|
| 552 |
-
<p><strong>User Agent:</strong> Juntao Peng (jtyxabc@gmail.com) | <strong>Always-On:</strong> HF CPU Upgrade</p>
|
| 553 |
-
</div>
|
| 554 |
-
</div>
|
| 555 |
-
</body>
|
| 556 |
-
</html>
|
| 557 |
-
"""
|
| 558 |
-
return html_content
|
| 559 |
-
|
| 560 |
-
|
| 561 |
-
@app.get("/api")
|
| 562 |
-
async def api_info():
|
| 563 |
-
"""JSON API information for programmatic access"""
|
| 564 |
-
return {
|
| 565 |
-
"service": "SEC Financial Report MCP Server",
|
| 566 |
-
"version": "1.0.0",
|
| 567 |
-
"description": "MCP Server for querying SEC EDGAR financial data - A tool-ready API for AI agents and applications",
|
| 568 |
-
"status": "operational",
|
| 569 |
-
"user_agent": "Juntao Peng (jtyxabc@gmail.com)",
|
| 570 |
-
|
| 571 |
-
"quick_start": {
|
| 572 |
-
"interactive_docs": "/docs",
|
| 573 |
-
"api_documentation": "/redoc",
|
| 574 |
-
"health_check": "/health",
|
| 575 |
-
"example_usage": {
|
| 576 |
-
"step_1": "Search company: POST /api/advanced_search with {\"company_input\": \"NVIDIA\"}",
|
| 577 |
-
"step_2": "Get latest data: POST /api/get_latest_financial_data with {\"cik\": \"0001045810\"}",
|
| 578 |
-
"step_3": "Get trends: POST /api/extract_financial_metrics with {\"cik\": \"0001045810\", \"years\": 3}"
|
| 579 |
-
}
|
| 580 |
-
},
|
| 581 |
-
|
| 582 |
-
"endpoints": {
|
| 583 |
-
"basic_tools": {
|
| 584 |
-
"search_company": {
|
| 585 |
-
"path": "/api/search_company",
|
| 586 |
-
"method": "POST",
|
| 587 |
-
"description": "Search company by name only",
|
| 588 |
-
"input": {"company_name": "string"}
|
| 589 |
-
},
|
| 590 |
-
"get_company_info": {
|
| 591 |
-
"path": "/api/get_company_info",
|
| 592 |
-
"method": "POST",
|
| 593 |
-
"description": "Get company information by CIK",
|
| 594 |
-
"input": {"cik": "string"}
|
| 595 |
-
},
|
| 596 |
-
"get_company_filings": {
|
| 597 |
-
"path": "/api/get_company_filings",
|
| 598 |
-
"method": "POST",
|
| 599 |
-
"description": "Get company SEC filings (10-K, 10-Q, 20-F)",
|
| 600 |
-
"input": {"cik": "string", "form_types": "array or null"}
|
| 601 |
-
},
|
| 602 |
-
"get_company_facts": {
|
| 603 |
-
"path": "/api/get_company_facts",
|
| 604 |
-
"method": "POST",
|
| 605 |
-
"description": "Get complete XBRL financial facts",
|
| 606 |
-
"input": {"cik": "string"}
|
| 607 |
-
},
|
| 608 |
-
"get_financial_data": {
|
| 609 |
-
"path": "/api/get_financial_data",
|
| 610 |
-
"method": "POST",
|
| 611 |
-
"description": "Get financial data for specific period",
|
| 612 |
-
"input": {"cik": "string", "period": "YYYY or YYYYQX"}
|
| 613 |
-
},
|
| 614 |
-
"health": {
|
| 615 |
-
"path": "/health",
|
| 616 |
-
"method": "GET",
|
| 617 |
-
"description": "Server health check"
|
| 618 |
-
}
|
| 619 |
-
},
|
| 620 |
-
|
| 621 |
-
"advanced_tools": {
|
| 622 |
-
"advanced_search": {
|
| 623 |
-
"path": "/api/advanced_search",
|
| 624 |
-
"method": "POST",
|
| 625 |
-
"description": "Smart search - accepts company name OR CIK",
|
| 626 |
-
"input": {"company_input": "string"},
|
| 627 |
-
"recommended": True
|
| 628 |
-
},
|
| 629 |
-
"extract_financial_metrics": {
|
| 630 |
-
"path": "/api/extract_financial_metrics",
|
| 631 |
-
"method": "POST",
|
| 632 |
-
"description": "Extract multi-year metrics (annual + quarterly)",
|
| 633 |
-
"input": {"cik": "string", "years": "integer (1-10)"},
|
| 634 |
-
"recommended": True
|
| 635 |
-
},
|
| 636 |
-
"get_latest_financial_data": {
|
| 637 |
-
"path": "/api/get_latest_financial_data",
|
| 638 |
-
"method": "POST",
|
| 639 |
-
"description": "Get most recent annual financial data automatically",
|
| 640 |
-
"input": {"cik": "string"},
|
| 641 |
-
"recommended": True
|
| 642 |
-
}
|
| 643 |
-
}
|
| 644 |
-
},
|
| 645 |
-
|
| 646 |
-
"usage_guide": {
|
| 647 |
-
"for_ai_agents": "Use advanced_search → get_latest_financial_data for quick queries. Use extract_financial_metrics for trend analysis.",
|
| 648 |
-
"for_developers": "Visit /docs for interactive API testing with Swagger UI",
|
| 649 |
-
"data_source": "US SEC EDGAR system (real-time)",
|
| 650 |
-
"supported_forms": ["10-K (annual)", "10-Q (quarterly)", "20-F (foreign annual)"],
|
| 651 |
-
"rate_limit": "Follow SEC guidelines: 10 requests/second"
|
| 652 |
-
},
|
| 653 |
-
|
| 654 |
-
"example_workflows": [
|
| 655 |
-
{
|
| 656 |
-
"name": "Get Latest Company Financials",
|
| 657 |
-
"steps": [
|
| 658 |
-
"POST /api/advanced_search {\"company_input\": \"Apple\"}",
|
| 659 |
-
"POST /api/get_latest_financial_data {\"cik\": \"<from_step_1>\"}"
|
| 660 |
-
]
|
| 661 |
-
},
|
| 662 |
-
{
|
| 663 |
-
"name": "Analyze 5-Year Trends",
|
| 664 |
-
"steps": [
|
| 665 |
-
"POST /api/advanced_search {\"company_input\": \"TSMC\"}",
|
| 666 |
-
"POST /api/extract_financial_metrics {\"cik\": \"<from_step_1>\", \"years\": 5}"
|
| 667 |
-
]
|
| 668 |
-
},
|
| 669 |
-
{
|
| 670 |
-
"name": "Get Specific Quarter Data",
|
| 671 |
-
"steps": [
|
| 672 |
-
"POST /api/advanced_search {\"company_input\": \"NVIDIA\"}",
|
| 673 |
-
"POST /api/get_financial_data {\"cik\": \"<from_step_1>\", \"period\": \"2024Q3\"}"
|
| 674 |
-
]
|
| 675 |
-
}
|
| 676 |
-
],
|
| 677 |
-
|
| 678 |
-
"links": {
|
| 679 |
-
"interactive_docs": "/docs",
|
| 680 |
-
"redoc": "/redoc",
|
| 681 |
-
"github": "https://github.com/JC321/EasyReportDateMCP",
|
| 682 |
-
"huggingface_space": "https://huggingface.co/spaces/JC321/EasyReportDateMCP"
|
| 683 |
-
}
|
| 684 |
-
}
|
| 685 |
-
|
| 686 |
-
|
| 687 |
-
@app.get("/health")
|
| 688 |
-
async def health_check():
|
| 689 |
-
"""Health check endpoint"""
|
| 690 |
-
return {"status": "healthy", "service": "SEC Financial Report MCP Server"}
|
| 691 |
-
|
| 692 |
-
|
| 693 |
-
@app.post("/api/search_company", response_model=CompanySearchResponse)
|
| 694 |
-
async def search_company_by_name(request: CompanySearchRequest):
|
| 695 |
-
"""
|
| 696 |
-
Search company CIK by company name
|
| 697 |
-
|
| 698 |
-
Args:
|
| 699 |
-
company_name (str): Company name
|
| 700 |
-
|
| 701 |
-
Returns:
|
| 702 |
-
dict: Dictionary containing company information
|
| 703 |
-
"""
|
| 704 |
-
try:
|
| 705 |
-
result = edgar_client.search_company_by_name(request.company_name)
|
| 706 |
-
|
| 707 |
-
if result is None:
|
| 708 |
-
return CompanySearchResponse(
|
| 709 |
-
error=f"No company found matching '{request.company_name}'"
|
| 710 |
-
)
|
| 711 |
-
|
| 712 |
-
return CompanySearchResponse(
|
| 713 |
-
cik=result.get("cik"),
|
| 714 |
-
name=result.get("name"),
|
| 715 |
-
ticker=result.get("ticker")
|
| 716 |
-
)
|
| 717 |
-
except Exception as e:
|
| 718 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 719 |
-
|
| 720 |
-
|
| 721 |
-
@app.post("/api/get_company_info", response_model=CompanyInfoResponse)
|
| 722 |
-
async def get_company_info(request: CompanyInfoRequest):
|
| 723 |
-
"""
|
| 724 |
-
Get basic company information
|
| 725 |
-
|
| 726 |
-
Args:
|
| 727 |
-
cik (str): Company CIK code
|
| 728 |
-
|
| 729 |
-
Returns:
|
| 730 |
-
dict: Dictionary containing company information
|
| 731 |
-
"""
|
| 732 |
-
try:
|
| 733 |
-
result = edgar_client.get_company_info(request.cik)
|
| 734 |
-
|
| 735 |
-
if result is None:
|
| 736 |
-
return CompanyInfoResponse(
|
| 737 |
-
error=f"No company information found for CIK: {request.cik}"
|
| 738 |
-
)
|
| 739 |
-
|
| 740 |
-
return CompanyInfoResponse(
|
| 741 |
-
cik=result.get("cik"),
|
| 742 |
-
name=result.get("name"),
|
| 743 |
-
tickers=result.get("tickers"),
|
| 744 |
-
sic=result.get("sic"),
|
| 745 |
-
sic_description=result.get("sic_description")
|
| 746 |
-
)
|
| 747 |
-
except Exception as e:
|
| 748 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 749 |
-
|
| 750 |
-
|
| 751 |
-
@app.post("/api/get_company_filings", response_model=CompanyFilingsResponse)
|
| 752 |
-
async def get_company_filings(request: CompanyFilingsRequest):
|
| 753 |
-
"""
|
| 754 |
-
Get all company filing documents
|
| 755 |
-
|
| 756 |
-
Args:
|
| 757 |
-
cik (str): Company CIK code
|
| 758 |
-
form_types (list): List of form types (e.g., ['10-K', '10-Q']), None for all types
|
| 759 |
-
|
| 760 |
-
Returns:
|
| 761 |
-
list: List of filing documents
|
| 762 |
-
"""
|
| 763 |
-
try:
|
| 764 |
-
result = edgar_client.get_company_filings(request.cik, request.form_types)
|
| 765 |
-
|
| 766 |
-
if not result:
|
| 767 |
-
return CompanyFilingsResponse(
|
| 768 |
-
filings=[],
|
| 769 |
-
error=f"No filings found for CIK: {request.cik}"
|
| 770 |
-
)
|
| 771 |
-
|
| 772 |
-
filings = [
|
| 773 |
-
FilingItem(
|
| 774 |
-
form_type=filing.get("form_type", ""),
|
| 775 |
-
filing_date=filing.get("filing_date", ""),
|
| 776 |
-
accession_number=filing.get("accession_number", ""),
|
| 777 |
-
primary_document=filing.get("primary_document", "")
|
| 778 |
-
)
|
| 779 |
-
for filing in result
|
| 780 |
-
]
|
| 781 |
-
|
| 782 |
-
return CompanyFilingsResponse(filings=filings)
|
| 783 |
-
except Exception as e:
|
| 784 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 785 |
-
|
| 786 |
-
|
| 787 |
-
@app.post("/api/get_company_facts", response_model=CompanyFactsResponse)
|
| 788 |
-
async def get_company_facts(request: CompanyFactsRequest):
|
| 789 |
-
"""
|
| 790 |
-
Get all company financial facts data
|
| 791 |
-
|
| 792 |
-
Args:
|
| 793 |
-
cik (str): Company CIK code
|
| 794 |
-
|
| 795 |
-
Returns:
|
| 796 |
-
dict: Company financial facts data
|
| 797 |
-
"""
|
| 798 |
-
try:
|
| 799 |
-
result = edgar_client.get_company_facts(request.cik)
|
| 800 |
-
|
| 801 |
-
if not result:
|
| 802 |
-
return CompanyFactsResponse(
|
| 803 |
-
facts={},
|
| 804 |
-
error=f"No financial facts found for CIK: {request.cik}"
|
| 805 |
-
)
|
| 806 |
-
|
| 807 |
-
return CompanyFactsResponse(facts=result)
|
| 808 |
-
except Exception as e:
|
| 809 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 810 |
-
|
| 811 |
-
|
| 812 |
-
@app.post("/api/get_financial_data", response_model=FinancialDataResponse)
|
| 813 |
-
async def get_financial_data_for_period(request: FinancialDataRequest):
|
| 814 |
-
"""
|
| 815 |
-
Get financial data for a specific period (supports annual and quarterly)
|
| 816 |
-
|
| 817 |
-
Args:
|
| 818 |
-
cik (str): Company CIK code
|
| 819 |
-
period (str): Period in format 'YYYY' or 'YYYYQX' (e.g., '2025' or '2025Q3')
|
| 820 |
-
|
| 821 |
-
Returns:
|
| 822 |
-
dict: Financial data dictionary
|
| 823 |
-
"""
|
| 824 |
-
try:
|
| 825 |
-
result = edgar_client.get_financial_data_for_period(request.cik, request.period)
|
| 826 |
-
|
| 827 |
-
if not result or "period" not in result:
|
| 828 |
-
return FinancialDataResponse(
|
| 829 |
-
error=f"No financial data found for CIK: {request.cik}, Period: {request.period}"
|
| 830 |
-
)
|
| 831 |
-
|
| 832 |
-
# Collect additional details
|
| 833 |
-
additional_details = {}
|
| 834 |
-
for key, value in result.items():
|
| 835 |
-
if key.endswith("_details"):
|
| 836 |
-
additional_details[key] = value
|
| 837 |
-
|
| 838 |
-
return FinancialDataResponse(
|
| 839 |
-
period=result.get("period"),
|
| 840 |
-
total_revenue=result.get("total_revenue"),
|
| 841 |
-
net_income=result.get("net_income"),
|
| 842 |
-
earnings_per_share=result.get("earnings_per_share"),
|
| 843 |
-
operating_expenses=result.get("operating_expenses"),
|
| 844 |
-
operating_cash_flow=result.get("operating_cash_flow"),
|
| 845 |
-
source_url=result.get("source_url"),
|
| 846 |
-
source_form=result.get("source_form"),
|
| 847 |
-
data_source=result.get("data_source"),
|
| 848 |
-
additional_details=additional_details if additional_details else None
|
| 849 |
-
)
|
| 850 |
-
except Exception as e:
|
| 851 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 852 |
-
|
| 853 |
-
|
| 854 |
-
@app.post("/api/advanced_search", response_model=CompanyInfoResponse)
|
| 855 |
-
async def advanced_search_company(request: AdvancedSearchRequest):
|
| 856 |
-
"""
|
| 857 |
-
Advanced company search (supports both company name and CIK)
|
| 858 |
-
Uses FinancialAnalyzer.search_company() method
|
| 859 |
-
|
| 860 |
-
Args:
|
| 861 |
-
company_input (str): Company name or CIK code
|
| 862 |
-
|
| 863 |
-
Returns:
|
| 864 |
-
dict: Company information
|
| 865 |
-
"""
|
| 866 |
-
try:
|
| 867 |
-
result = financial_analyzer.search_company(request.company_input)
|
| 868 |
-
|
| 869 |
-
if result.get("error"):
|
| 870 |
-
return CompanyInfoResponse(error=result["error"])
|
| 871 |
-
|
| 872 |
-
return CompanyInfoResponse(
|
| 873 |
-
cik=result.get("cik"),
|
| 874 |
-
name=result.get("name"),
|
| 875 |
-
tickers=result.get("tickers"),
|
| 876 |
-
sic=result.get("sic"),
|
| 877 |
-
sic_description=result.get("sic_description")
|
| 878 |
-
)
|
| 879 |
-
except Exception as e:
|
| 880 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 881 |
-
|
| 882 |
-
|
| 883 |
-
@app.post("/api/extract_financial_metrics", response_model=MetricsListResponse)
|
| 884 |
-
async def extract_financial_metrics(request: ExtractMetricsRequest):
|
| 885 |
-
"""
|
| 886 |
-
Extract financial metrics for multiple years (annual and quarterly)
|
| 887 |
-
Uses FinancialAnalyzer.extract_financial_metrics() method
|
| 888 |
-
|
| 889 |
-
Args:
|
| 890 |
-
cik (str): Company CIK code
|
| 891 |
-
years (int): Number of years to extract (default: 3, max: 10)
|
| 892 |
-
|
| 893 |
-
Returns:
|
| 894 |
-
dict: List of financial metrics for multiple periods
|
| 895 |
-
"""
|
| 896 |
-
try:
|
| 897 |
-
metrics = financial_analyzer.extract_financial_metrics(request.cik, request.years)
|
| 898 |
-
|
| 899 |
-
if not metrics:
|
| 900 |
-
return MetricsListResponse(
|
| 901 |
-
metrics=[],
|
| 902 |
-
count=0,
|
| 903 |
-
error=f"No financial metrics found for CIK: {request.cik}"
|
| 904 |
-
)
|
| 905 |
-
|
| 906 |
-
# Format the metrics
|
| 907 |
-
formatted_metrics = financial_analyzer.format_financial_data(metrics)
|
| 908 |
-
|
| 909 |
-
return MetricsListResponse(
|
| 910 |
-
metrics=formatted_metrics,
|
| 911 |
-
count=len(formatted_metrics)
|
| 912 |
-
)
|
| 913 |
-
except Exception as e:
|
| 914 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 915 |
-
|
| 916 |
-
|
| 917 |
-
@app.post("/api/get_latest_financial_data", response_model=FinancialDataResponse)
|
| 918 |
-
async def get_latest_financial_data(request: LatestDataRequest):
|
| 919 |
-
"""
|
| 920 |
-
Get the latest financial data for a company
|
| 921 |
-
Uses FinancialAnalyzer.get_latest_financial_data() method
|
| 922 |
-
|
| 923 |
-
Args:
|
| 924 |
-
cik (str): Company CIK code
|
| 925 |
-
|
| 926 |
-
Returns:
|
| 927 |
-
dict: Latest financial data
|
| 928 |
-
"""
|
| 929 |
-
try:
|
| 930 |
-
result = financial_analyzer.get_latest_financial_data(request.cik)
|
| 931 |
-
|
| 932 |
-
if not result or "period" not in result:
|
| 933 |
-
return FinancialDataResponse(
|
| 934 |
-
error=f"No latest financial data found for CIK: {request.cik}"
|
| 935 |
-
)
|
| 936 |
-
|
| 937 |
-
# Collect additional details
|
| 938 |
-
additional_details = {}
|
| 939 |
-
for key, value in result.items():
|
| 940 |
-
if key.endswith("_details"):
|
| 941 |
-
additional_details[key] = value
|
| 942 |
-
|
| 943 |
-
return FinancialDataResponse(
|
| 944 |
-
period=result.get("period"),
|
| 945 |
-
total_revenue=result.get("total_revenue"),
|
| 946 |
-
net_income=result.get("net_income"),
|
| 947 |
-
earnings_per_share=result.get("earnings_per_share"),
|
| 948 |
-
operating_expenses=result.get("operating_expenses"),
|
| 949 |
-
operating_cash_flow=result.get("operating_cash_flow"),
|
| 950 |
-
source_url=result.get("source_url"),
|
| 951 |
-
source_form=result.get("source_form"),
|
| 952 |
-
data_source=result.get("data_source"),
|
| 953 |
-
additional_details=additional_details if additional_details else None
|
| 954 |
-
)
|
| 955 |
-
except Exception as e:
|
| 956 |
-
raise HTTPException(status_code=500, detail=str(e))
|
| 957 |
-
|
| 958 |
-
|
| 959 |
-
if __name__ == "__main__":
|
| 960 |
-
# Run the server
|
| 961 |
-
uvicorn.run(
|
| 962 |
-
"mcp_server:app",
|
| 963 |
-
host="0.0.0.0",
|
| 964 |
-
port=7860,
|
| 965 |
-
reload=True
|
| 966 |
-
)
|
|
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