filings

SEC-signed profiles for 8,000+ US public companies from EDGAR filings.

CommunityOnlineNo sign-inGlobalFreeRead-only

What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    SEC-signed profiles for 8,000+ US public companies from EDGAR filings. Token-efficient.

    How to connect

    How to connect filings to Claude

    The server address to paste into Claude settings:

    https://origin.rootz.global/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect filings to ChatGPT

    The server address to paste into ChatGPT settings:

    https://origin.rootz.global/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect filings to Cursor

    The server address to paste into Cursor settings:

    https://origin.rootz.global/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (9)

    Raw names from tools/list. Only developers need these.

    origin_companyLook up a US public company by ticker. SEC-verified, ~200 tokens. Use this FIRST for any company query.
    origin_profileFull company profile: people, products, partnerships. ~800 tokens.
    origin_timelineQuarter-by-quarter history from SEC filings. ~2000 tokens.
    origin_personCareer path across US public companies.
    origin_searchCross-company search by keyword, technology, or person.
    origin_filingsSEC filing index with EDGAR links.
    origin_transcriptsSearch earnings call transcripts. Query by topic (ai, trusted_computing, blockchain, data_center, etc.), company ticker, or free text. Returns extracted facts, speakers, and metrics from earnings calls.
    origin_engageEnroll a user for company research briefings. The user provides their email and tickers to watch. They get weekly or daily digests with filing signals, earnings facts, and AI interest data. Use this when a user says they want to track companies or get regular updates.
    origin_digestGet the latest research digest for an enrolled user. Returns filing signals, recent facts, stock quotes, and AI agent interest levels for their watched companies. Use this to brief a user on their portfolio.