Remove prices and the pricing link from upgrade_required (1.15.1)

CHANGELOG.md

@@ -31,6 +31,18 @@ This ensures clients can always see what tools are available in a given version
 ### Added
 - `search` (hand-written) — resolve a company name, ticker fragment, or a person's name to a ticker or CIK in one call, returning separately-ranked `companies` and `insiders` lists. Free plan. Wraps `GET /v1/search` (backend insiderapi #314, live since 2026-09-25). Framed in `SERVER_INSTRUCTIONS` and its own description as the obvious first call when an agent has a name/fragment but no identifier yet. Kept hand-written (added to `HANDLED_BY_HANDWRITTEN` in `codegen/generate.mjs`) rather than left to codegen so the description could explicitly steer agents to call it before `get_company_overview`/`get_insider_profile`/etc., matching the pattern used for `research_company`.
 
+## [1.15.1] — 2026-10-02
+
+Tool count unchanged. No tools added, renamed, or removed.
+
+### Changed
+- The `upgrade_required` payload no longer contains prices. `unlocks` is now a neutral description of what the plan includes (for example "The Business plan includes cluster-buy signals and sentiment scores, ..."), with no dollar amounts.
+- `upgrade_url` is now optional: it is the backend's `upgradeUrl` when the error body has one, and is omitted when the backend sends none or null (previously it fell back to a hard-coded billing URL).
+- `research_company` and `verify_setup` no longer embed a hard-coded billing link in their plan-required messages.
+
+### Removed
+- `pricing_url` from the `upgrade_required` payload and its type.
+
 ## [1.15.0] — 2026-09-24
 
 **Tool count: 37** (+1: `list_schedule13_dg`). Free tools unchanged at 23; gated 13 → 14.

README.md

@@ -311,9 +311,7 @@ A gated call never surfaces a bare HTTP error. The MCP returns a structured
   "required_plan": "business",
   "current_plan": "Free",
   "message": "This endpoint requires the Business plan or higher. Your current plan is Free.",
-  "unlocks": "Business ($149/mo) adds cluster-buy signals and sentiment scores, 13F institutional holdings and managers, Form 144 notices, bulk CSV export, and 250,000 requests/day.",
-  "upgrade_url": "https://www.form4api.com/dashboard/billing",
-  "pricing_url": "https://www.form4api.com/pricing"
+  "unlocks": "The Business plan includes cluster-buy signals and sentiment scores, 13F institutional holdings and managers, Form 144 notices, bulk CSV export, and 250,000 requests/day."
 }
 ```
 
@@ -322,8 +320,7 @@ parameter that stopped the call, which is usually what the model needs to sugges
 alternative. The same shape is returned when a Pro-only *parameter* is used on an otherwise
 free tool, so the model can simply retry without that filter.
 
-Upgrade at [form4api.com/dashboard/billing](https://www.form4api.com/dashboard/billing), or
-compare tiers at [form4api.com/pricing](https://www.form4api.com/pricing).
+`upgrade_url` is included only when the API supplies one; it is omitted otherwise.
 
 ---
 

package.json

@@ -1,6 +1,6 @@
 {
   "name": "form4api-mcp",
-  "version": "1.15.0",
+  "version": "1.15.1",
   "mcpName": "io.github.theodor90/form4api-mcp",
   "description": "MCP server for Form4API — SEC Form 4 insider trading, Form 144 intent-to-sell, institutional 13F-HR, and congressional STOCK Act trading data, including the insider/Congress convergence signal. Lets Claude / Cursor / Windsurf / Zed query real-time US insider and congressional trading data via natural language.",
   "keywords": [

server.json

@@ -3,7 +3,7 @@
   "name": "io.github.theodor90/form4api-mcp",
   "title": "Form4API — SEC Insider Trading",
   "description": "Real-time SEC Form 4, Form 144, 13F-HR & congressional STOCK Act insider data. 38 tools + 6 prompts.",
-  "version": "1.15.0",
+  "version": "1.15.1",
   "websiteUrl": "https://www.form4api.com",
   "repository": {
     "url": "https://github.com/theodor90/form4api-mcp",
@@ -13,7 +13,7 @@
     {
       "registryType": "npm",
       "identifier": "form4api-mcp",
-      "version": "1.15.0",
+      "version": "1.15.1",
       "transport": { "type": "stdio" },
       "environmentVariables": [
         {

src/client.ts

@@ -15,47 +15,40 @@ const { version: PKG_VERSION } = JSON.parse(
 export type RequiredPlan = 'starter' | 'pro' | 'business' | 'enterprise' | 'higher'
 
 // Structured payload the MCP returns when an upstream call needs a plan
-// upgrade. The LLM router can read the JSON shape and surface the upgrade
-// path to the user cleanly (e.g. "you need Business for sentiment scores,
-// upgrade at form4api.com/dashboard/billing") instead of swallowing an
-// opaque 402 text. PLAN_MCP_DEFENSE Decision 1 (2026-06-01).
+// upgrade. The LLM router can read the JSON shape and explain to the user
+// cleanly which plan a call needs, instead of swallowing an opaque 402 text. PLAN_MCP_DEFENSE Decision 1 (2026-06-01).
 //
 // `message` is the backend's own text, verbatim. That matters: the API
 // explains each gate specifically (which page depth was exceeded, which
 // filter param is Pro-only, that /v1/transactions/export exists for bulk
 // pulls), and that detail is far more useful to a calling agent than any
-// sentence this client could synthesise. `unlocks` adds what the target plan
-// buys, so the agent can relay a complete upgrade pitch in one turn instead
-// of making the user go read the pricing page to find out.
+// sentence this client could synthesise. `unlocks` states what the target plan
+// includes. `upgrade_url` is present only when the backend supplies one.
 export interface UpgradeRequiredPayload {
   error: 'upgrade_required'
   required_plan: RequiredPlan
   current_plan?: string
   message: string
   unlocks?: string
-  upgrade_url: string
-  pricing_url: string
+  upgrade_url?: string
 }
 
-// What each paid tier adds, phrased as the answer to "why would I pay for
-// this". Kept in sync with form4api-web/app/lib/plans.ts, which is the
-// single source of truth for plan contents.
+// A neutral, factual description of what each plan includes. No prices: the
+// site does not publish them. Kept in sync with form4api-web/app/lib/plans.ts,
+// which is the single source of truth for plan contents.
 const PLAN_UNLOCKS: Record<Exclude<RequiredPlan, 'higher'>, string> = {
   starter:
-    'Starter ($19/mo) adds a commercial-use license, 7,500 requests/day, and 100 pages of query depth.',
+    'The Starter plan includes a commercial-use license, 7,500 requests/day, and 100 pages of query depth.',
   pro:
-    'Pro ($49/mo) adds insider scorecards and career summaries, congressional trading data and convergence signals, ' +
+    'The Pro plan includes insider scorecards and career summaries, congressional trading data and convergence signals, ' +
     'return and trade-size filters, unlimited query depth, and 50,000 requests/day.',
   business:
-    'Business ($149/mo) adds cluster-buy signals and sentiment scores, 13F institutional holdings and managers, ' +
+    'The Business plan includes cluster-buy signals and sentiment scores, 13F institutional holdings and managers, ' +
     'Form 144 notices, bulk CSV export, and 250,000 requests/day.',
   enterprise:
-    'Enterprise ($499/mo) adds unlimited requests, unlimited webhooks, and Slack support with an SLA.',
+    'The Enterprise plan includes unlimited requests, unlimited webhooks, and Slack support with an SLA.',
 }
 
-const PRICING_URL = 'https://www.form4api.com/pricing'
-const BILLING_URL = 'https://www.form4api.com/dashboard/billing'
-
 export class Form4ApiError extends Error {
   constructor(
     message: string,
@@ -148,8 +141,8 @@ export class Form4ApiClient {
           ...(currentPlan ? { current_plan: currentPlan } : {}),
           message,
           ...(requiredPlan !== 'higher' ? { unlocks: PLAN_UNLOCKS[requiredPlan] } : {}),
-          upgrade_url: upgradeUrl ?? BILLING_URL,
-          pricing_url: PRICING_URL,
+          // Only the backend's own link; omitted when it sends none/null.
+          ...(upgradeUrl ? { upgrade_url: upgradeUrl } : {}),
         }
         // The structured payload is JSON-encoded into the error message so
         // the MCP server's text-channel response carries the full shape.

src/tools/research.ts

@@ -79,13 +79,13 @@ export async function researchCompany(
   const signals = signalsResult.status === 'fulfilled' ? signalsResult.value : null
   const signalsUnavailable =
     signalsResult.status === 'rejected'
-      ? 'Cluster signals require Business plan. Upgrade at https://www.form4api.com/dashboard/billing'
+      ? 'Cluster signals require the Business plan.'
       : null
 
   const sentiment = sentimentResult.status === 'fulfilled' ? sentimentResult.value : null
   const sentimentUnavailable =
     sentimentResult.status === 'rejected'
-      ? 'Sentiment scores require Business plan. Upgrade at https://www.form4api.com/dashboard/billing'
+      ? 'Sentiment scores require the Business plan.'
       : null
 
   // Compute summary from real fetched data only

src/tools/verify-setup.ts

@@ -104,7 +104,7 @@ export async function verifySetup(_input: VerifySetupInput): Promise<VerifySetup
             status: 'fail',
             detail: `Requires ${body.required_plan ?? 'higher'} plan; current plan is ${body.currentPlan ?? 'unknown'}`,
           })
-          nextSteps.push('Upgrade your plan at https://www.form4api.com/dashboard/billing to access this tool')
+          nextSteps.push('This tool requires a higher plan than your current one; see your account dashboard at https://www.form4api.com/dashboard')
         } else {
           let errorText = res.statusText
           try {

test/client-errors.mjs

@@ -77,7 +77,9 @@ async function run() {
       p?.message === 'This endpoint requires the Business plan or higher. Your current plan is Free.',
       'preserves the backend message verbatim',
     )
-    assert(p?.pricing_url === 'https://www.form4api.com/pricing', 'includes the pricing URL')
+    assert(p?.pricing_url === undefined, 'has no pricing_url')
+    assert(p?.upgrade_url === undefined, 'omits upgrade_url when the backend sends none')
+    assert(!/\$|\/mo\b/.test(p?.unlocks ?? ''), 'unlocks carries no prices')
     assert(JSON.parse(err.message).required_plan === 'business', 'message is the JSON payload for the LLM router')
   }