MosaicIQ/packages/shared/src/tools/companyTools.ts

/**
 * Custom tools: Company, filings, and earnings data access
 */

import { Type } from "typebox";
import { defineTool } from "@earendil-works/pi-coding-agent";
import type { Db } from "../db/database.js";
import {
  getCompany,
  getCompanyByTicker,
  resolveCompany,
  listFilings,
  getEarningsSchedule,
  listCatalysts,
  listRisks,
  listAlerts,
} from "../db/queries.js";

export function createCompanyTools(db: Db) {
  const getCompanyInfo = defineTool({
    name: "get_company_info",
    label: "Get Company Info",
    description:
      "Get company details including name, ticker, sector, price, thesis, and metadata. Accepts either a company ID or ticker symbol.",
    parameters: Type.Object({
      companyIdOrTicker: Type.String({
        description: "Company ID or ticker symbol (e.g. 'AAPL' or 'company-123')",
      }),
    }),
    execute: async (_, params) => {
      const company = resolveCompany(db, params.companyIdOrTicker);
      if (!company) {
        return {
          content: [
            {
              type: "text" as const,
              text: `Company "${params.companyIdOrTicker}" not found.`,
            },
          ],
          isError: true,
          details: {},
        };
      }
      return {
        content: [
          {
            type: "text" as const,
            text: JSON.stringify(company, null, 2),
          },
        ],
        details: {},
      };
    },
  });

  const getFilingsTool = defineTool({
    name: "get_filings",
    label: "Get SEC Filings",
    description:
      "List SEC filings for a company (10-K, 10-Q, 8-K, DEF 14A, etc.). Returns form type, title, filed date, and key changes.",
    parameters: Type.Object({
      companyIdOrTicker: Type.String({
        description: "Company ID or ticker symbol",
      }),
      limit: Type.Optional(
        Type.Number({ description: "Max filings to return (default 20)", default: 20 }),
      ),
      since: Type.Optional(
        Type.String({ description: "Only filings after this date (YYYY-MM-DD)" }),
      ),
    }),
    execute: async (_, params) => {
      const company = resolveCompany(db, params.companyIdOrTicker);
      if (!company) {
        return {
          content: [{ type: "text" as const, text: `Company "${params.companyIdOrTicker}" not found.` }],
          isError: true,
          details: {},
        };
      }
      const filings = listFilings(db, company.id, params.since);
      const limited = filings.slice(0, params.limit ?? 20);
      return {
        content: [
          {
            type: "text" as const,
            text: JSON.stringify(
              { companyId: company.id, ticker: company.ticker, count: limited.length, filings: limited },
              null,
              2,
            ),
          },
        ],
        details: {},
      };
    },
  });

  const getEarningsTool = defineTool({
    name: "get_earnings",
    label: "Get Earnings Schedule",
    description:
      "Get upcoming and historical earnings dates, actual vs expected revenue and EPS.",
    parameters: Type.Object({
      companyIdOrTicker: Type.String({
        description: "Company ID or ticker symbol",
      }),
    }),
    execute: async (_, params) => {
      const company = resolveCompany(db, params.companyIdOrTicker);
      if (!company) {
        return {
          content: [{ type: "text" as const, text: `Company "${params.companyIdOrTicker}" not found.` }],
          isError: true,
          details: {},
        };
      }
      const schedule = getEarningsSchedule(db, company.id);
      return {
        content: [
          {
            type: "text" as const,
            text: JSON.stringify(schedule, null, 2),
          },
        ],
        details: {},
      };
    },
  });

  const getCatalystsTool = defineTool({
    name: "get_catalysts",
    label: "Get Catalysts",
    description: "List catalysts (upcoming events) for a company with impact assessment and thesis relevance.",
    parameters: Type.Object({
      companyIdOrTicker: Type.String({
        description: "Company ID or ticker symbol",
      }),
    }),
    execute: async (_, params) => {
      const company = resolveCompany(db, params.companyIdOrTicker);
      if (!company) {
        return {
          content: [{ type: "text" as const, text: `Company "${params.companyIdOrTicker}" not found.` }],
          isError: true,
          details: {},
        };
      }
      const catalysts = listCatalysts(db, company.id);
      return {
        content: [{ type: "text" as const, text: JSON.stringify(catalysts, null, 2) }],
        details: {},
      };
    },
  });

  const getRisksTool = defineTool({
    name: "get_risks",
    label: "Get Risks",
    description: "List identified risks for a company, categorized by type with severity and likelihood.",
    parameters: Type.Object({
      companyIdOrTicker: Type.String({
        description: "Company ID or ticker symbol",
      }),
    }),
    execute: async (_, params) => {
      const company = resolveCompany(db, params.companyIdOrTicker);
      if (!company) {
        return {
          content: [{ type: "text" as const, text: `Company "${params.companyIdOrTicker}" not found.` }],
          isError: true,
          details: {},
        };
      }
      const risks = listRisks(db, company.id);
      return {
        content: [{ type: "text" as const, text: JSON.stringify(risks, null, 2) }],
        details: {},
      };
    },
  });

  const getAlertsTool = defineTool({
    name: "get_alerts",
    label: "Get Alerts",
    description: "List recent alerts (filing, price move, earnings surprise, peer event) for a company.",
    parameters: Type.Object({
      companyIdOrTicker: Type.Optional(
        Type.String({ description: "Company ID or ticker symbol (omit for all companies)" }),
      ),
      since: Type.Optional(
        Type.String({ description: "Only alerts after this timestamp" }),
      ),
    }),
    execute: async (_, params) => {
      const company = params.companyIdOrTicker
        ? resolveCompany(db, params.companyIdOrTicker)
        : undefined;
      const alerts = listAlerts(db, company?.id, params.since);
      return {
        content: [{ type: "text" as const, text: JSON.stringify(alerts, null, 2) }],
        details: {},
      };
    },
  });

  return [getCompanyInfo, getFilingsTool, getEarningsTool, getCatalystsTool, getRisksTool, getAlertsTool];
}