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feat(mcp): page get_ownership_changes and summarize all changes

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Between the two latest releases there are 1,568 holder changes. With only
`limit` (up to 2000, ~200 KB), agents that wanted them all overflowed
their tool output: Hermes then paged ticker by ticker (32 calls), and
opencode 1 and 2 did the same and timed out.

- `offset` pages through the rows; responses carry `offset` and
  `next_offset` (null after the last page). Pages cap at 300 rows
  (~40 KB); the over-limit error points to `offset` and `summary`.
- Rows come largest |delta| first, so the first page holds the moves
  that matter rather than tickers starting with A.
- `summary` covers every row: counts by change type, the number of
  tickers, and the ten tickers with the most changes.

The CLI's `ownership changes` is unchanged. tools.json and the website's
MCP pages are regenerated for the new description and parameter.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
This commit is contained in:
hermes 2026-10-16 08:13:30 +00:00
commit db7c90861c
6 changed files with 124 additions and 12 deletions
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2
web/src/content/docs/mcp/index.md
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@ -45,7 +45,7 @@ body, so the agent can decide whether to retry:
| tickers per call (`get_quotes`, `compare_stocks`) | 20, duplicates removed |
| `screen_stocks` `limit` | 200 |
| `search_investors` `limit` | 100 |
| `get_ownership_changes` `limit` | 2000 (default 200) |
| `get_ownership_changes` `limit` | 300 per page (default 200); page with `offset` |
| concurrent tool calls | 4 |
## Ownership data

5
web/src/content/docs/mcp/tools.md
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@ -46,12 +46,13 @@ Every IDX holding (above 1%) of one investor, matched by name.
## `get_ownership_changes`
Holder changes (new, exit, increase, decrease) between two KSEI release dates, optionally for one ticker.
Holder changes (new, exited, increased, decreased) between two KSEI release dates, optionally for one ticker. Rows come largest change first, one page at a time: `summary` covers all of them (counts by type, tickers with the most changes), and `next_offset` is the `offset` for the next page, or null after the last.
| Input | Type | Required | Description |
| --- | --- | --- | --- |
| `from` | string | yes | Earlier release date, YYYY-MM-DD (see ownership_status). |
| `limit` | integer | no | Maximum rows returned (default 200, at most 2000); `total` reports the full count. |
| `limit` | integer | no | Rows per page (default 200, at most 300); `total` reports the full count. |
| `offset` | integer | no | Rows to skip, for the next page: the previous response's `next_offset`. |
| `ticker` | string | no | Only this ticker's changes. |
| `to` | string | yes | Later release date, YYYY-MM-DD. |