Upload 3 files

edgar_client.py

@@ -118,42 +118,60 @@ class EdgarDataClient:
         return None
         
     def search_company_by_name(self, company_name):
-        """Search company CIK by company name"""
+        """Search company CIK by company name with caching"""
         try:
-            # Use SEC company ticker database
-            url = "https://www.sec.gov/files/company_tickers.json"
+            # Check cache for company_tickers.json
+            cache_key = "company_tickers_json"
+            companies = self._get_cached(cache_key)
             
-            response = self._make_request_with_retry(url)
-            if not response:
-                return None
-            
-            companies = response.json()
+            if not companies:
+                # Use SEC company ticker database
+                url = "https://www.sec.gov/files/company_tickers.json"
+                
+                response = self._make_request_with_retry(url)
+                if not response:
+                    return None
+                
+                companies = response.json()
+                # Cache the entire company list for 5 minutes
+                self._set_cache(cache_key, companies)
             
             # Search for matching company names
             matches = []
             exact_matches = []
+            ticker_matches = []
+            search_name = company_name.lower().strip()
+            
             for _, company in companies.items():
                 company_title = company["title"].lower()
-                search_name = company_name.lower()
+                company_ticker = company["ticker"].lower()
                 
-                # Exact match
-                if search_name == company_title:
+                # Exact ticker match (highest priority)
+                if search_name == company_ticker:
+                    ticker_matches.append({
+                        "cik": str(company["cik_str"]).zfill(10),
+                        "name": company["title"],
+                        "ticker": company["ticker"]
+                    })
+                # Exact name match
+                elif search_name == company_title:
                     exact_matches.append({
                         "cik": str(company["cik_str"]).zfill(10),
                         "name": company["title"],
                         "ticker": company["ticker"]
                     })
-                # Partial match
-                elif search_name in company_title or \
-                     search_name in company["ticker"].lower():
+                # Partial match in name or ticker
+                elif search_name in company_title or search_name in company_ticker:
                     matches.append({
                         "cik": str(company["cik_str"]).zfill(10),
                         "name": company["title"],
                         "ticker": company["ticker"]
                     })
             
-            # Return exact match first, then partial match
-            if exact_matches:
+            # Return ticker match first, then exact name match, then partial match
+            if ticker_matches:
+                return ticker_matches[0]
+            elif exact_matches:
                 return exact_matches[0]
             elif matches:
                 return matches[0]

financial_analyzer.py

@@ -17,51 +17,82 @@ class FinancialAnalyzer:
         
     def search_company(self, company_input):
         """
-        Search company information (by name or CIK)
+        Search company information (by name, ticker, or CIK) - Optimized version
         
         Args:
-            company_input (str): Company name or CIK
+            company_input (str): Company name, ticker, or CIK
             
         Returns:
             dict: Company information
         """
-        # If input is numeric, assume it's a CIK
+        # Strip whitespace
+        company_input = company_input.strip()
+        
+        # Strategy 1: If input is numeric and looks like CIK (8-10 digits), treat as CIK
         if company_input.isdigit() and len(company_input) >= 8:
-            # Get company information
-            company_info = self.edgar_client.get_company_info(company_input)
+            # Pad to 10 digits if needed
+            cik = company_input.zfill(10)
+            company_info = self.edgar_client.get_company_info(cik)
             if company_info:
                 return company_info
             else:
                 return {"error": "Company not found for specified CIK"}
+        
+        # Strategy 2: Search by name/ticker
+        # This returns basic info: {cik, name, ticker}
+        basic_info = self.edgar_client.search_company_by_name(company_input)
+        
+        if not basic_info:
+            return {"error": "No matching company found"}
+        
+        # Strategy 3: Decide whether to fetch detailed info
+        # If user input is short (likely a ticker), return enriched basic info quickly
+        # If user input is long (likely a full name), get detailed info
+        
+        input_length = len(company_input)
+        is_likely_ticker = input_length <= 5 and company_input.isupper()
+        
+        # For ticker searches, return enriched basic info without additional API call
+        if is_likely_ticker:
+            # Quick response with basic info + some enrichment
+            return {
+                "cik": basic_info['cik'],
+                "name": basic_info['name'],
+                "tickers": [basic_info['ticker']] if basic_info.get('ticker') else [],
+                "ein": None,  # Not available in basic search
+                "fiscal_year_end": None,  # Not available in basic search
+                "sic_description": None,  # Not available in basic search
+                "_source": "quick_search",
+                "_note": "Basic info from ticker search. Use get_company_info for full details."
+            }
+        
+        # For name searches, fetch detailed info (worth the extra API call)
+        company_info = self.edgar_client.get_company_info(basic_info['cik'])
+        
+        if company_info:
+            return company_info
         else:
-            # Search company by name
-            company = self.edgar_client.search_company_by_name(company_input)
-            if company:
-                # Get detailed information
-                company_info = self.edgar_client.get_company_info(company['cik'])
-                if company_info:
-                    return company_info
-                else:
-                    # If detailed info unavailable, return basic info
-                    return {
-                        "cik": company['cik'],
-                        "name": company['name'],
-                        "tickers": [company['ticker']] if company['ticker'] else []
-                    }
-            else:
-                return {"error": "No matching company found"}
+            # Fallback to basic info if detailed fetch fails
+            return {
+                "cik": basic_info['cik'],
+                "name": basic_info['name'],
+                "tickers": [basic_info['ticker']] if basic_info.get('ticker') else [],
+                "_source": "basic_search_fallback"
+            }
     
-    def get_company_filings_list(self, cik, form_types=['10-K', '10-Q']):
+    def get_company_filings_list(self, cik, form_types=None):
         """
         Get company filings list
         
         Args:
             cik (str): Company CIK
-            form_types (list): List of form types
+            form_types (list): List of form types (default: ['10-K', '10-Q'])
             
         Returns:
             list: Filings list
         """
+        if form_types is None:
+            form_types = ['10-K', '10-Q']
         filings = self.edgar_client.get_company_filings(cik, form_types)
         return filings
     

mcp_server_sse.py

@@ -24,7 +24,7 @@ from contextlib import contextmanager
 app = FastAPI(
     title="SEC Financial Report MCP Server",
     description="Model Context Protocol Server for SEC EDGAR Financial Data",
-    version="2.2.3"
+    version="2.3.0"
 )
 
 # Server startup time for monitoring
@@ -403,7 +403,7 @@ async def handle_mcp_message(request: MCPRequest):
                 },
                 "serverInfo": {
                     "name": "sec-financial-data",
-                    "version": "2.2.3"
+                    "version": "2.3.0"
                 }
             }
         ).dict()
@@ -1280,7 +1280,7 @@ async def health_check():
     return {
         "status": "healthy",
         "server": "sec-financial-data",
-        "version": "2.2.3",
+        "version": "2.3.0",
         "protocol": "MCP",
         "transport": "SSE",
         "tools_count": len(MCP_TOOLS),