feat(mcp): add idx-mcp, a stdio MCP server over idx-core

Phase 4 of docs/DESIGN.md. Eleven grouped tools (quotes, history, screen,
company, analysis, compare, shareholders, investor holdings, search,
ownership changes, status); ownership_sync is listed only with
--allow-sync. Live results keep the Fetched envelope, errors use the CLI's
{error, code, message} body, and investor tools on an empty database
point at the sync path.

idx-core gains Period/Interval FromStr, Investor::status, a ticker
filter on changes, and Display for ErrorCode (now used by the CLI too).
CLI output and goldens are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
This commit is contained in:
hermes 2026-10-14 18:19:04 +00:00
commit cda12fe2db
18 changed files with 1546 additions and 38 deletions

View file

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//! Tool inputs. String enums are validated by idx-core's `FromStr`, so the
//! accepted values and error messages match the CLI; the schemas list them.
use idx_core::api::types::{Interval, Period};
use idx_core::market::{ScreenFilter, ScreenRegion};
use schemars::{JsonSchema, Schema, SchemaGenerator, json_schema};
use serde::Deserialize;
#[derive(Debug, Deserialize, JsonSchema)]
pub struct SymbolsParams {
/// IDX tickers, e.g. ["BBCA", "BBRI"]; the `.JK` suffix is optional.
pub symbols: Vec<String>,
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct HistoryParams {
/// IDX ticker, e.g. "BBCA".
pub symbol: String,
/// Lookback window (default "3mo").
#[serde(default)]
#[schemars(schema_with = "period_schema")]
pub period: Option<String>,
/// Candle size (default "1d").
#[serde(default)]
#[schemars(schema_with = "interval_schema")]
pub interval: Option<String>,
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct ScreenParams {
/// Screen to run (default "top-performers").
#[serde(default)]
#[schemars(schema_with = "filter_schema")]
pub filter: Option<String>,
/// Market region (default "id").
#[serde(default)]
#[schemars(schema_with = "region_schema")]
pub region: Option<String>,
/// Maximum results (default 50).
#[serde(default)]
pub limit: Option<usize>,
}
#[derive(Debug, Clone, Copy, PartialEq, Eq, Deserialize, JsonSchema)]
#[serde(rename_all = "lowercase")]
pub enum CompanySection {
Profile,
Financials,
Earnings,
Sentiment,
Insights,
News,
}
impl CompanySection {
pub const ALL: [Self; 6] = [
Self::Profile,
Self::Financials,
Self::Earnings,
Self::Sentiment,
Self::Insights,
Self::News,
];
pub fn as_str(self) -> &'static str {
match self {
Self::Profile => "profile",
Self::Financials => "financials",
Self::Earnings => "earnings",
Self::Sentiment => "sentiment",
Self::Insights => "insights",
Self::News => "news",
}
}
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct CompanyParams {
/// IDX ticker, e.g. "BBCA".
pub symbol: String,
/// Sections to fetch (default: all).
#[serde(default)]
pub sections: Option<Vec<CompanySection>>,
}
#[derive(Debug, Clone, Copy, PartialEq, Eq, Deserialize, JsonSchema)]
#[serde(rename_all = "lowercase")]
pub enum AnalysisKind {
Technical,
Growth,
Valuation,
Risk,
}
impl AnalysisKind {
pub const ALL: [Self; 4] = [Self::Technical, Self::Growth, Self::Valuation, Self::Risk];
pub fn as_str(self) -> &'static str {
match self {
Self::Technical => "technical",
Self::Growth => "growth",
Self::Valuation => "valuation",
Self::Risk => "risk",
}
}
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct AnalyzeParams {
/// IDX ticker, e.g. "BBCA".
pub symbol: String,
/// Analyses to run (default: all).
#[serde(default)]
pub kinds: Option<Vec<AnalysisKind>>,
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct ShareholdersParams {
/// IDX ticker, e.g. "BBCA".
pub ticker: String,
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct EntityParams {
/// Investor name or part of it, e.g. "DWIMURIA"; the closest match is used.
pub entity: String,
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct SearchParams {
/// Full-text query over investor names.
pub query: String,
/// Maximum results (default 20).
#[serde(default)]
pub limit: Option<usize>,
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct ChangesParams {
/// Earlier release date, YYYY-MM-DD (see ownership_status).
pub from: String,
/// Later release date, YYYY-MM-DD.
pub to: String,
/// Only this ticker's changes.
#[serde(default)]
pub ticker: Option<String>,
/// Maximum rows returned (default 200); `total` reports the full count.
#[serde(default)]
pub limit: Option<usize>,
}
#[derive(Debug, Deserialize, JsonSchema)]
pub struct SyncParams {
/// Re-download even when the local snapshot is current.
#[serde(default)]
pub force: bool,
}
fn string_enum(values: Vec<&'static str>) -> Schema {
json_schema!({ "type": "string", "enum": values })
}
fn period_schema(_: &mut SchemaGenerator) -> Schema {
string_enum(Period::ALL.iter().map(Period::as_str).collect())
}
fn interval_schema(_: &mut SchemaGenerator) -> Schema {
string_enum(Interval::ALL.iter().map(Interval::as_str).collect())
}
fn filter_schema(_: &mut SchemaGenerator) -> Schema {
string_enum(ScreenFilter::ALL.map(ScreenFilter::as_str).to_vec())
}
fn region_schema(_: &mut SchemaGenerator) -> Schema {
string_enum(ScreenRegion::ALL.map(ScreenRegion::as_str).to_vec())
}