idx-cli/AGENTS.md
hermes cda12fe2db 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>
2026-10-14 18:19:04 +00:00

3 KiB

AGENTS.md

idx-cli is a Rust CLI (binary idx) for Indonesian stock market analysis (stocks) and KSEI shareholder ownership (ownership), plus an MCP server (binary idx-mcp) over the same library.

Navigation

crates/idx-core/            library: all data access and analysis
├── src/client.rs           Idx entry point, CachePolicy, Fetched<T>
├── src/{market,financial,investor}.rs   domain APIs over providers and the DB
├── src/api/                providers: msn/ (default), yahoo/ (history/OHLCV)
├── src/analysis/           technical, fundamental, signals
├── src/ownership/          xlsx + pdf parsers, archive (ZIP/TXT), remote discovery,
│                           snapshot sync, db (SQLite/FTS5), entities, search, graph
├── src/{cache,config,error,curl_impersonate}.rs, lib.rs (runtime)
└── tests/fixtures/         shared fixtures (also read by the mock provider)
crates/idx-cli/             binary `idx`
├── src/cli/                clap commands: stocks, ownership, config, cache
├── src/config.rs           IdxConfig: output format and color resolution
├── src/output/             table.rs, json.rs, style.rs
└── tests/                  cli.rs (behavior), golden.rs + golden/ (output parity)
crates/idx-mcp/             binary `idx-mcp`: stdio MCP tools (server.rs), inputs (params.rs)
└── tests/mcp.rs            JSON-RPC over stdio against the mock provider
scripts/                    smoke, installer, and ownership snapshot publisher

Docs:

  • docs/ARCHITECTURE.md: providers, ownership ingest/discovery, error and output contract
  • docs/CONVENTIONS.md: types, naming, testing, and git rules
  • docs/OWNERSHIP_SYNC.md / docs/OWNERSHIP_PUBLISH.md: snapshot consumer contract / maintainer publishing
  • docs/SMOKE.md: Nix checks, test layout, and the live drift check
  • docs/DESIGN.md: idx-core / idx-mcp design and parity gates
  • ROADMAP.md: open work

Rules

  1. Keep data access provider-driven; no ad hoc fetches in cli/.
  2. Keep parse/normalize functions pure.
  3. Tests use fixtures and IDX_USE_MOCK_PROVIDER=1 (needs idx-core's testing feature, on under cargo test); never hit the live network.
  4. Output contract: tables on stdout, one JSON document with -o json, errors on stderr (JSON-shaped in JSON mode), stdout empty on failure.
  5. Keep ownership queries (releases, ticker, changes, ...) working across every ingest path: XLSX, legacy PDF, archive ZIP/TXT, and snapshot sync.
  6. ownership import --fetch-bing is intentionally unsupported.
  7. Output parity is a contract: never edit golden files to make a change pass. After changing CLI behavior, run the live check and report its summary; report IDX 403s explicitly rather than counting them as passes.

Verify

nix flake check -L                       # canonical gate (fmt, clippy, tests, package)
nix develop --command cargo test <name>  # focused loop
scripts/live-smoke.sh --compare <old>    # live drift check, A/B against an older build