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9 commits

Author SHA1 Message Date
9b46161566 fix(mcp): hand a call's warnings to the agent
idx-core reports what it works around (history falling back to yahoo when
Stockbit refuses the session, a stale cache served after a failed fetch, a
movements query cut short) as warnings on stderr. An agent never reads
idx-mcp's stderr, so it saw `source: "yahoo"` or `stale: true` with no reason.

- Each tool call collects its warnings with runtime::on_warning and returns
  them as `warnings` on the answer or the error, when there are any.
- The stale-cache warning names the failure behind it.
- The mock's session API 403 is the real session API's block message; the
  public page's block names IDX_PROVIDER=msn as well as `--provider msn`.

Goldens: error-intraday-blocked (json, table) carry the reworded block hint.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-04 19:26:10 +07:00
ae0ca0c109 feat: shareholder movements from the Stockbit session (ownership movements)
`idx ownership movements [SYMBOL]` and the MCP tool
`get_shareholder_movements` list reported changes in insiders' and major
holders' stakes, newest first, from Stockbit's
/insider/company/majorholder: IDX insider disclosures (any size, with the
trade price) and KSEI changes of holders at 5% and above (Stockbit's
estimated price). Stockbit filters by date range, holder id, action and
source; each page is 50 rows and one request, up to 10 pages, cached an
hour per page under every filter.

Rows keep exact signed share counts and the stake in basis points as
Stockbit rounds it; unknown action labels are kept as `other` rather than
dropped. JSON is {movements, more}; JSONL is one movement per line. The
command lives under `ownership` but needs no import, and `ownership`
commands now take --offline / --no-cache for it.

The per-symbol summary score is the next PR; docs/STOCKBIT.md records the
endpoint's parameters and action types as checked on 2026-11-03.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-03 16:02:26 +07:00
43ff4aa433 feat: corporate actions from the Stockbit session (stocks actions, stocks calendar)
`idx stocks actions SYM [--kind ...]`: one stock's cash and stock
dividends, bonus shares, rights, warrants, splits and reverse splits,
meetings, public exposes and tender offers (`--kind ipo` adds its IPO),
newest first. `idx stocks calendar [--from] [--to] [--kind ...]`: the
market's actions dated in the range (default today and 30 days ahead),
oldest first. MCP: get_corporate_actions, get_corporate_calendar.

Stockbit's `/corpaction/{type}` serves one kind per request; each type has
its own field prefix and list key, so entitlements are read by field
suffix. An action's `date` is the cum date for entitlements, else the
event's first day. Dividends keep their decimals. One request per kind,
cached 6 hours. AUTHERROR without a session.

Fixtures are the 2026-11-03 recordings (market-wide ones trimmed to
October-December). Goldens added; help-stocks and completions-bash gain
the two subcommands, MCP tools.json the two tools (regenerated with
UPDATE_GOLDEN=1). The MCP docs counted 17 tools without stockbit_login;
now 20.

Claude-Session: https://claude.ai/code/session_01RqPPVeVDrnLoP7NUZmLRxY
2026-11-03 14:35:20 +07:00
hermes
b5ae9b98de feat: Stockbit login for the order book, live quotes and daily history
Opt-in, with the user's own Stockbit session from a pasted
credentialStorage cookie (or IDX_STOCKBIT_REFRESH_TOKEN):

- idx stockbit login/status/logout; session file 0600, tokens never shown
- rotating refresh under a cross-process lock; one refresh+retry on 401
- stocks orderbook: depth with lots and orders, OHLC, value, foreign flow
- --provider stockbit quotes from the session API when logged in
- --history-provider stockbit, and auto under the stockbit provider for
  5d-1y daily windows
- MCP get_orderbook and stockbit_status (17 tools)

Endpoints, units and recorded responses from fzn0x/idx (MIT).
2026-10-23 08:35:57 +00:00
hermes
74e5bb0536 feat: login-free Stockbit intraday and quote provider
Read Stockbit's public symbol page (__NEXT_DATA__) with a plain ureq
request and an honest user agent: `stocks intraday` (today by the
minute, any provider), `--provider stockbit` quotes with the best
bid/offer only while the market is open, and MCP `get_intraday`.

- UPSTREAMBLOCKED error (exit 4) for a CDN 403; never retried
- requests paced 1 s apart across idx processes, 5 s snapshot cache
- global --provider flag (yahoo, msn, stockbit)
- roadmap: L1 ships from Stockbit; depth stays a login follow-on
2026-10-23 04:58:32 +00:00
018d9ba936 docs: catch up the site and README with v0.4.0
The MCP overview and README still counted 11 tools and left out broker
summaries, bandarmology and foreign flow; the providers note still said
foreign flow comes from IDX, though IPOT is the default since #68; the
quickstart had no example of the new commands; and the stocks guide never
explained the behind-session note on quotes.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012YsmjNoLBrGi9daeU3kj7k
2026-10-20 16:10:46 +07:00
hermes
db7c90861c feat(mcp): page get_ownership_changes and summarize all changes
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
2026-10-16 09:54:30 +00:00
hermes
3623c50953 fix(web): address PR review (clean .md output, one MCP config source)
- .md output rewrites MDX-only syntax (Tabs, TabItem, asides, the MCP
  client component) into plain Markdown.
- MCP client setups live in one data file used by the landing page, the
  setup page and agents/install; the smoke-test claim names the five
  agents agent-smoke.sh actually drives (not Cursor).
- The landing page reads the version from Cargo.toml; the hand-copied BBCA
  data stays dated, and the design doc no longer promises capture.sh.
- MCP overview counts 11 tools plus the opt-in ownership_sync.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-15 05:29:02 +00:00
hermes
e6805474f5 feat(web): idx website and user docs (Astro Starlight)
Landing page plus docs for install, quickstart, config, the stocks and
ownership CLI, output and exit codes, the MCP server and per-agent setup,
agent usage, and an agent-led install page (agents/install.md) that a
coding agent follows from a one-line prompt.

- Every docs page is also served as Markdown at <path>.md; llms.txt and
  llms-full.txt come from starlight-llms-txt; a SKILL.md for skill-based
  harnesses is under /skills/idx/.
- The CLI reference and MCP tools pages are generated from idx --help and
  the tools golden; a new web-generated flake check fails when they drift.
- nix develop .#web provides bun; Cloudflare Pages builds web/ on pushes.
- Package homepage metadata points at https://idx.rasyidanaf.com.
- .cloudflare/ (the cf CLI's account cache) is git-ignored.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-15 05:12:45 +00:00