Upload 3 files

edgar_client.py

@@ -689,9 +689,10 @@ class EdgarDataClient:
                 "meta": {
                     "year": year,
                     "quarter": quarter,
-                    "is_20f_filer": False  # will set below
+                    "is_20f_filer": False,  # will set below
+                    "primary_source": {}  # Common source info for all metrics in this period
                 },
-                "sources": {}
+                "sources": {}  # Per-metric source info (only if differs from primary)
             }
             
             # Detect if company uses 20-F (foreign filer)
@@ -877,14 +878,30 @@ class EdgarDataClient:
                                     result["source_url"] = url
                                     result["source_form"] = form_type
                                     result["data_source"] = data_source
+                                    
+                                    # Set primary source info (common for all metrics in this period)
+                                    result["meta"]["primary_source"] = {
+                                        "url": url,
+                                        "form": form_type,
+                                        "data_source": data_source,
+                                        "filed": matched_entry.get("filed", ""),
+                                        "accn": matched_entry.get("accn", ""),
+                                        "fy": matched_entry.get("fy", 0),
+                                        "fp": matched_entry.get("fp", ""),
+                                        "frame": matched_entry.get("frame", "")
+                                    }
                                 
-                                # Consolidated per-metric source info
-                                result["sources"][metric_key] = {
-                                    "url": url,
-                                    "form": form_type,
-                                    "data_source": data_source,
-                                    "filed": matched_entry.get("filed", "")
-                                }
+                                # Only add per-metric source if it differs from primary
+                                primary_src = result["meta"]["primary_source"]
+                                if (url != primary_src.get("url") or 
+                                    form_type != primary_src.get("form") or
+                                    data_source != primary_src.get("data_source")):
+                                    result["sources"][metric_key] = {
+                                        "url": url,
+                                        "form": form_type,
+                                        "data_source": data_source,
+                                        "filed": matched_entry.get("filed", "")
+                                    }
                                 
                                 # Add detailed information (kept for compatibility)
                                 result[f"{metric_key}_details"] = {

mcp_server_sse.py

@@ -27,7 +27,7 @@ from contextlib import contextmanager
 app = FastAPI(
     title="SEC Financial Report MCP Server API",
     description="Model Context Protocol Server for SEC EDGAR Financial Data",
-    version="2.3.5"
+    version="2.3.6"
 )
 
 # Server startup time for monitoring
@@ -415,7 +415,7 @@ async def handle_mcp_message(request: MCPRequest):
                 },
                 "serverInfo": {
                     "name": "sec-financial-data",
-                    "version": "2.3.5"
+                    "version": "2.3.6"
                 }
             }
         ).dict()
@@ -547,7 +547,7 @@ async def health_check():
     return {
         "status": "healthy",
         "server": "sec-financial-data",
-        "version": "2.3.5",
+        "version": "2.3.6",
         "protocol": "MCP",
         "transport": "SSE",
         "tools_count": len(MCP_TOOLS),