SEC EDGAR MCP Server

#!/usr/bin/env node const { buildFactTable, searchFactsByValue, getCompanySubmissions } = require('../src/edgar-api.js'); async function createDimensionalSubsegmentTable() { console.log('🎯 DIMENSIONAL SUBSEGMENT REVENUE TABLE CREATION'); console.log('═══════════════════════════════════════════════════════════════════════════════════════════'); console.log('📊 Building J&J Electrophysiology Revenue Breakdown (Geography × Time Periods)'); console.log(''); try { // Target the specific Electrophysiology subsegment revenue values const targetValues = [ { value: 638000000, description: 'Q1 2025 International EP', period: 'Q1 2025' }, { value: 584000000, description: 'Q1 2025 U.S. EP', period: 'Q1 2025' }, { value: 652000000, description: 'Q1 2024 International EP', period: 'Q1 2024' }, { value: 692000000, description: 'Q1 2024 U.S. EP', period: 'Q1 2024' } ]; console.log('🔍 STEP 1: Finding Recent Q1 Filings for Comparison'); const submissions = await getCompanySubmissions('0000200406'); const recent10Qs = submissions.recentFilings .filter(f => f.form === '10-Q') .slice(0, 4); // Get recent quarterly filings console.log(`📋 Found ${recent10Qs.length} recent 10-Q filings:`); recent10Qs.forEach((filing, idx) => { console.log(` ${idx + 1}. ${filing.accessionNumber} - ${filing.filingDate} (${filing.primaryDocument})`); }); console.log(''); console.log('🎯 STEP 2: Building Dimensional Fact Table for Target Values'); const allResults = []; for (const target of targetValues) { console.log(`\n🔍 Searching for ${target.description} (~$${(target.value / 1000000).toFixed(0)}M)...`); try { const result = await buildFactTable( '0000200406', // J&J CIK target.value, 25000000, // ±$25M tolerance null, // Let it find the most relevant filing { filters: { concept: 'RevenueFromContractWithCustomerExcludingAssessedTax', dimensions: { subsegment: 'Electrophysiology' } }, maxRows: 10, showDimensions: true, sortBy: 'deviation' } ); if (result && result.facts && result.facts.length > 0) { // Find the closest match const bestMatch = result.facts.find(fact => Math.abs(fact.value - target.value) < 50000000 ) || result.facts[0]; allResults.push({ targetDescription: target.description, period: target.period, targetValue: target.value, actualValue: bestMatch.value, geography: extractGeography(bestMatch), subsegment: extractSubsegment(bestMatch), concept: bestMatch.concept, dimensions: bestMatch.dimensions, deviation: bestMatch.value - target.value, source: bestMatch.source || 'SEC EDGAR' }); console.log(` ✅ Found match: $${(bestMatch.value / 1000000).toFixed(1)}M`); console.log(` Geography: ${extractGeography(bestMatch)}`); console.log(` Subsegment: ${extractSubsegment(bestMatch)}`); } else { console.log(` ⚠️ No close matches found for $${(target.value / 1000000).toFixed(0)}M`); } // Small delay to respect rate limits await new Promise(resolve => setTimeout(resolve, 200)); } catch (error) { console.log(` ❌ Error searching for ${target.description}: ${error.message}`); } } console.log('\n'); console.log('📊 STEP 3: DIMENSIONAL SUBSEGMENT REVENUE TABLE'); console.log('═══════════════════════════════════════════════════════════════════════════════════════════'); if (allResults.length > 0) { // Build the table structure console.log('ELECTROPHYSIOLOGY REVENUE BY GEOGRAPHY & TIME PERIOD'); console.log('─────────────────────────────────────────────────────────────────────────────────────────'); console.log('Period │ Geography │ Revenue │ Target │ Deviation │ Subsegment Classification'); console.log('─────────────────────────────────────────────────────────────────────────────────────────'); // Sort by period and geography for better presentation const sortedResults = allResults.sort((a, b) => { if (a.period !== b.period) return b.period.localeCompare(a.period); // Newest first return a.geography.localeCompare(b.geography); // US before International }); sortedResults.forEach(result => { const periodStr = result.period.padEnd(10); const geoStr = result.geography.padEnd(14); const revenueStr = `$${(result.actualValue / 1000000).toFixed(1)}M`.padEnd(9); const targetStr = `$${(result.targetValue / 1000000).toFixed(1)}M`.padEnd(9); const devStr = formatDeviation(result.deviation).padEnd(9); const subsegmentStr = result.subsegment; const matchIndicator = Math.abs(result.deviation) < 10000000 ? ' 🎯' : Math.abs(result.deviation) < 50000000 ? ' ✅' : ' 📍'; console.log(`${periodStr} │ ${geoStr} │ ${revenueStr} │ ${targetStr} │ ${devStr} │ ${subsegmentStr}${matchIndicator}`); // Show dimensional details if (result.dimensions && Object.keys(result.dimensions).length > 0) { console.log(` │ │ │ │ │ 🏷️ Dimensions:`); Object.entries(result.dimensions).forEach(([axis, member]) => { console.log(` │ │ │ │ │ ${axis}: ${member}`); }); } console.log(' │ │ │ │ │'); }); console.log('─────────────────────────────────────────────────────────────────────────────────────────'); console.log(''); // Summary analysis console.log('📈 BUSINESS INTELLIGENCE ANALYSIS:'); console.log(''); // Group by period const byPeriod = {}; sortedResults.forEach(result => { if (!byPeriod[result.period]) byPeriod[result.period] = []; byPeriod[result.period].push(result); }); Object.entries(byPeriod).forEach(([period, results]) => { console.log(`🗓️ ${period}:`); const totalRevenue = results.reduce((sum, r) => sum + r.actualValue, 0); console.log(` 📊 Total Electrophysiology: $${(totalRevenue / 1000000).toFixed(1)}M`); results.forEach(result => { const pct = ((result.actualValue / totalRevenue) * 100).toFixed(1); console.log(` 📍 ${result.geography}: $${(result.actualValue / 1000000).toFixed(1)}M (${pct}%)`); }); console.log(''); }); // Growth analysis if we have multiple periods const periods = Object.keys(byPeriod).sort(); if (periods.length >= 2) { console.log('📈 GROWTH ANALYSIS:'); const latestPeriod = byPeriod[periods[periods.length - 1]]; const previousPeriod = byPeriod[periods[periods.length - 2]]; latestPeriod.forEach(latest => { const previous = previousPeriod.find(p => p.geography === latest.geography); if (previous) { const growth = ((latest.actualValue - previous.actualValue) / previous.actualValue) * 100; const growthStr = growth >= 0 ? `+${growth.toFixed(1)}%` : `${growth.toFixed(1)}%`; const trendIcon = growth >= 5 ? '📈' : growth <= -5 ? '📉' : '➡️'; console.log(` ${trendIcon} ${latest.geography}: ${growthStr} growth vs prior year`); } }); } } else { console.log('❌ No dimensional facts found for the target values'); } console.log(''); console.log('🎯 DIMENSIONAL TABLE CREATION COMPLETE!'); console.log('✅ Successfully extracted subsegment revenue classification across geography and time'); console.log('📊 Business intelligence analysis provided with growth trends'); console.log('🏷️ Complete dimensional context from XBRL instance documents'); } catch (error) { console.error('❌ Error creating dimensional table:', error.message); console.error(error.stack); } } // Helper functions function extractGeography(fact) { if (!fact.dimensions) return 'Unknown'; // Look for geographical dimension indicators const geoDimensions = Object.entries(fact.dimensions).find(([axis, member]) => axis.toLowerCase().includes('geographical') || member.toLowerCase().includes('us') || member.toLowerCase().includes('international') ); if (geoDimensions) { const [axis, member] = geoDimensions; if (member.toLowerCase().includes('usmember') || member.toLowerCase().includes('us')) { return 'U.S.'; } else if (member.toLowerCase().includes('nonusmember') || member.toLowerCase().includes('international')) { return 'International'; } } return 'Worldwide'; } function extractSubsegment(fact) { if (!fact.dimensions) return 'Unknown'; // Look for subsegment dimension const subsegmentDim = Object.entries(fact.dimensions).find(([axis, member]) => axis.toLowerCase().includes('subsegment') || member.toLowerCase().includes('electrophysiology') ); if (subsegmentDim) { const [axis, member] = subsegmentDim; return member.split(':').pop().replace('Member', ''); } return 'Electrophysiology'; } function formatDeviation(deviation) { if (Math.abs(deviation) < 1000000) { return `${deviation >= 0 ? '+' : ''}${(deviation / 1000).toFixed(0)}K`; } else { return `${deviation >= 0 ? '+' : ''}${(deviation / 1000000).toFixed(1)}M`; } } // Run the demonstration if (require.main === module) { createDimensionalSubsegmentTable() .then(() => process.exit(0)) .catch(error => { console.error('Fatal error:', error); process.exit(1); }); } module.exports = { createDimensionalSubsegmentTable };