filing-intelligence
SEC filing intelligence for AI agents.
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What it can do
- Search Companies: Search for companies by name or ticker with intelligent fuzzy matching. Handles partial names ("micro" -> Microsoft), typos, and variations. Returns ticker, full name, CIK, and busin
- Get Company Overview: Get comprehensive financial overview for a company in a single call. Includes: current price, valuation (P/E, P/B, EV multiples, PEG), profitability (revenue, margins, returns),
- Get Financials: Get multi-period financial statements: income statement, balance sheet, and cash flow in one call. Returns quantitative historical data with key metrics and trends. Default: all 3 stat
What data it sees
Do you need an account
No: the server works without sign-in
SEC filing intelligence for AI agents. Financials, filing analysis, screening, XBRL.
Server tool list (9)
Raw names from tools/list. Only developers need these.
| search_companies | Search for companies by name or ticker with intelligent fuzzy matching. Handles partial names ("micro" -> Microsoft), typos, and variations. Returns ticker, full name, CIK, and business description. Best for: finding the right ticker before using other tools. |
| get_company_overview | Get comprehensive financial overview for a company in a single call. Includes: current price, valuation (P/E, P/B, EV multiples, PEG), profitability (revenue, margins, returns), cash flow (OCF, FCF, yields), balance sheet (debt, equity, ratios), capital allocation (buybacks, shares outstanding, shareholder yield), latest earnings insights, filing intelligence highlights, and company flags. Latest snapshot only — use get_financials for multi-year trends, get_filing_intelligence for deep filing analysis, compare_companies for peer benchmarking. Use search_companies first if unsure of the exact ticker. |
| get_financials | Get multi-period financial statements: income statement, balance sheet, and cash flow in one call. Returns quantitative historical data with key metrics and trends. Default: all 3 statements, quarterly, 2 years. For qualitative analysis (risks, accounting quality, management tone), use get_filing_intelligence instead. Use Cases: - "Show me AAPL's financials" -> all statements - "MSFT revenue trend 5 years" -> period="annual", years=5 - "Is Tesla's debt increasing?" -> statements=["balance"] |
| get_filing_intelligence | Triage layer for SEC filings — ranked signals with drill-down pointers to specific sections. Returns severity-ranked findings across 5 passes (narrative, accounting, hidden liabilities, risk, segments) for 10-K/10-Q filings, plus latest 8-K earnings release data (revenue, EPS, beat/miss, guidance). Includes get_filing_section() hints for drilling into the raw filing text. Use this to discover what's interesting, then get_filing_section() to read the actual content. Pass-specific queries (saves tokens): - Risks and threats? -> passes=["risk_landscape"] - Accounting quality / red flags? -> passes=["accounting"] - Management tone and strategy? -> passes=["narrative"] - Off-balance-sheet exposure? -> passes=["hidden_liabilities"] - Business segment breakdown? -> passes=["segments"] - Latest earnings release? -> passes=["earnings"] Use Cases: - "What should I look at in Apple's latest filing?" -> get_filing_intelligence("AAPL", limit=1) - "What risks does Tesla face?" -> get_filing_intelligence("TSLA", passes=["risk_landscape"]) - "Red flags for ENPH?" -> get_filing_intelligence("ENPH", passes=["accounting"]) - "How were NVDA's latest earnings?" -> get_filing_intelligence("NVDA", passes=["earnings"]) |
| compare_companies | Compare a company against its peers with 70+ metrics, sector percentile rankings, and trends. Returns side-by-side comparison with pre-computed relative strengths and weaknesses. Peers auto-selected from same sector if custom_peers not specified. Use Cases: - "Compare AAPL vs MSFT" -> compare_companies("AAPL", custom_peers="MSFT") - "How does NVDA stack up?" -> compare_companies("NVDA") |
| screen_companies | Screen companies by financial criteria. Find stocks matching metric thresholds. Metric IDs: pe_ratio, pb_ratio, ev_ebitda, gross_margin, oper_margin, roe, roa, roic_v1, fcf_margin, debt_to_equity, etc. Sectors: TECH, FIN, HLTH, CONS, INDU, ENER, UTIL, REAL, MATL, COMM, COND Operators: gt (>), gte (>=), lt (<), lte (<=), eq (=), between Use Cases: - "High ROIC tech stocks" -> filters=[{metric_id:"roic_v1", operator:"gt", value:15}], sectors=["TECH"] - "Undervalued industrials" -> filters=[{metric_id:"pe_ratio", operator:"lt", value:15}], sectors=["INDU"] |
| list_filings | Browse a company's SEC filings and discover available sections before reading content. Returns filing metadata (form type, dates, accession numbers) and per-section details (word count, table count, preview). Use this to find what to read, then use get_filing_section to retrieve the actual text. Covers 10-K annual, 10-Q quarterly, and 8-K current report filings. 10-K/10-Q include per-section details; 8-K returns filing metadata. Default: last 2 years. Use Cases: - "What filings does Apple have?" -> list_filings("AAPL") - "Show me Tesla's 10-K filings" -> list_filings("TSLA", form_type="10-K") - "Recent 8-K filings for MSFT?" -> list_filings("MSFT", form_type="8-K") - "What sections are in CRM's latest filing?" -> list_filings("CRM", years=1) |
| get_filing_section | Read a specific section from an SEC filing (10-K, 10-Q, or 8-K earnings). Returns paginated section text (up to 10 chunks per page). Use list_filings first to discover available sections and accession numbers. If accession_number is omitted, returns the latest filing's section. 10-K/10-Q sections: risk_factors, mda_results_operations, mda_liquidity, mda_critical_accounting, business_description, footnote_revenue, footnote_segment, footnote_debt, footnote_accounting_policies 8-K earnings sections: earnings_press_release, earnings_financial_tables, earnings_segment_data, earnings_gaap_reconciliation, earnings_supplemental_tables For AI-generated filing analysis (scores, summaries), use get_filing_intelligence instead. Use Cases: - "Show me Apple's risk factors" -> get_filing_section("AAPL", "risk_factors") - "Read Tesla's MD&A" -> get_filing_section("TSLA", "mda_results_operations") - "What does CRM's revenue footnote say?" -> get_filing_section("CRM", "footnote_revenue") - "Read NVDA's earnings press release" -> get_filing_section("NVDA", "earnings_press_release") - "Show AAPL earnings tables" -> get_filing_section("AAPL", "earnings_financial_tables") |
| get_xbrl_facts | Search and extract raw XBRL facts from SEC filings. Access ~3,000 numeric facts per filing — the complete machine-readable data from SEC XBRL filings. Search by human-readable label (not XBRL concept names). Returns exact as-filed values with dimensional breakdowns (by segment, geography, product line, etc.). When to use this vs get_financials: - get_financials: derived metrics (revenue, margins, EPS) across multiple periods — use for standard analysis - get_xbrl_facts: raw filing data — use for industry-specific metrics, dimensional breakdowns, or verification How to discover concepts: - Search by what you're looking for: "medical cost", "goodwill", "revenue by segment" - Filing intelligence often names the metric — search for it here - Comma-separated terms for broader search: "debt,borrowing,credit facility" - Concept names in results are reusable across companies using the same taxonomy Use Cases: - "UNH medical cost ratio" -> search="medical cost ratio" - "AAPL revenue by segment" -> search="revenue,product" - "Compare goodwill across companies" -> search="goodwill" for each ticker - "Verify a number from filing text" -> search for the specific metric |