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
MSN's feed for a stock is often mostly general market news: of 10 items,
ADRO, BREN and CUAN had none about the company, BBRI one, yet they were
presented as the company's news. Fetch at least 50 items, label each
`relevance: company` (tagged by MSN with the stock's instrument id, or
naming the ticker or the company) or `market`, and return company items
first, newest first, trimmed to --limit.
Company names come from the quote's short and display names, best
effort: MSN tags Telkom articles with its NYSE ADR, not TLKM, so names
catch what tags miss. Classification stays a pure function in parse_news.
Output change, intentional: news JSON gains `relevance`, the table an
ABOUT column (goldens regenerated), and the get_company tool description
explains the field (tools.json and the website tools page regenerated).
News cache keys change so entries without the field are not reused.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01V3syn2fN2LNo5pvTSqc6eh
Findings from a Codex (gpt-6.1-sol, xhigh) review of v0.2.4..HEAD, each
verified in the code before fixing:
- high: ticker symbols reached cache file paths unchecked, so a symbol
like `../../REPORT` read (and deleted, if unparseable) .json files
outside the cache, reachable through MCP get_quotes. resolve_symbol now
accepts only ticker characters, and cache keys are encoded as single
safe path components.
- high: sync decided before downloading and replaced the database
without rechecking; an import that landed meanwhile was erased. It now
rechecks the local state before installing, and idx-mcp runs
ownership_sync exclusively with ownership reads.
- replaces_sqlite_sha256 never downgrades history: the client requires
the rebuild to keep at least the local release count, and the
publisher lists a replaced build only then.
- cache writes are atomic (temp file + rename), so concurrent readers
never see, and delete, a partial entry.
- idx-mcp caps symbols (20, deduplicated) and limits, and runs at most 4
tool calls at once.
- each Yahoo client gets its own cookie jar, paired with its crumb.
- ZIP entries (XLSX, KSEI archives) are read with a 256 MiB bound;
non-ASCII archive dates and huge percentages are parse errors instead
of panics or overflow.
- agent-smoke --keep deletes every copied agent config, not only auth
files.
CLI goldens unchanged; the MCP tool golden changes only to state the
new caps.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- tests/agents/agent-smoke.sh runs tests/agents/cases.json through
Claude Code, Codex, pi, Hermes Agent, and opencode headless against a
local idx-mcp build, each with an isolated config, and checks the
tools called, their key arguments, and (mock data) facts in the
answer. Opt-in; never part of the gate.
- crates/idx-mcp/tests/golden/tools.json pins tool names, descriptions,
and input schemas, so changes to what agents see are reviewed.
- nix develop .#agents adds Claude Code, Codex, and opencode from
nixpkgs after the host PATH.
First run: 30/30 (5 agents x 6 cases, mock data).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Sync hashed only the main database file, but local edits can sit in
the -wal sidecar, so an edited database could match an earlier build
and be replaced. Checkpoint the WAL before hashing; if changes remain,
never take the rebuilt-snapshot path.
- MCP tools rejected nothing for empty symbols/sections/kinds and
returned an empty success; they now fail with INVALIDINPUT, as the CLI
requires input.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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>
