Skip to main content
Glama

Server Details

SEC filings, financial statements, metrics, insider and institutional holdings as structured data

Ownership verified

The last two health checks of this connector failed. If this server requires authentication, missing or expired test credentials may be the cause. A test profile lets Glama authenticate for health checks and discover tools; it is separate from your personal connections.

If you are the author, claim ownership, then add or update a test profile under Admin → Test Profile.

Status
Unhealthy
Uptime
39.0% over 43 days
OAuth
Works in Glama
Last Tested
Transport
Streamable HTTP
URL

TDQS

A4/5.0

Scored across 50 tools

Disambiguation3/5

Multiple tool families overlap heavily: get_filing_statement vs. the five dedicated statement shortcuts, get_metrics_bundle vs. get_metrics_subset vs. get_metrics_bundle_filing_date, get_valuation_metrics vs. get_valuation_metrics_filing_date, and the list/search/get_stats/get_by_id ownership clusters. The unusually detailed descriptions explicitly disambiguate most cases, but with 50 tools an agent still faces many fine-grained choices.

Naming Consistency5/5

Every tool follows a clean snake_case verb_noun pattern (e.g., list_filings, get_balance_sheet, search_stocks, compare_line_items), with predictable verbs for discovery, retrieval, comparison, and screening. No camelCase or stylistic drift.

Tool Count2/5

50 tools is far above the 3-15 sweet spot and sits in the 'too many' range; the surface spans statements, metrics, ownership, events, and screening, so each domain is broad, but the aggregate set is heavy and increases selection risk. It is not an absurd single-domain mismatch, but it is over-scoped for easy agent navigation.

Completeness5/5

The surface covers discovery, filing/statement retrieval, XBRL facts, dimensional breakdowns, comprehensive metric families, ownership (insider, initial, institutional), corporate events, and multi-domain screening. For a read-only financial-analytics API, CRUD lifecycle is not expected, and no obvious operational gap remains.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 27 tool updates
    • Changedget_balance_sheet1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_cash_flow_statement1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_comprehensive_income1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_dimensional_breakdown_by_fact_id1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_dimensional_breakdown_by_line_item1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_equity_statement1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_filing_facts1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_filing_statement1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_income_statement1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedget_initial_holding_stats2 fields changed
      • addedInput schema / properties / cik
        Added value: +{
        +  "anyOf": [
        +    {
        +      "type": "string"
        +    },
        +    {
        +      "type": "null"
        +    }
        +  ],
        +  "default": null,
        +  "description": "Company SEC CIK, 1–10 digits as a string; leading zeros are optional; any CIK the company has filed under. Provide cik or ticker, not both.",
        +  "title": "Cik"
        +}
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker. Provide this and/or insider_cik."New value: +"Company ticker; any symbol the company has traded under. Provide this and/or insider_cik."
    • Changedget_insider_stats2 fields changed
      • addedInput schema / properties / cik
        Added value: +{
        +  "anyOf": [
        +    {
        +      "type": "string"
        +    },
        +    {
        +      "type": "null"
        +    }
        +  ],
        +  "default": null,
        +  "description": "Company SEC CIK, 1–10 digits as a string; leading zeros are optional; any CIK the company has filed under. Provide cik or ticker, not both.",
        +  "title": "Cik"
        +}
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker. Provide this and/or insider_cik."New value: +"Company ticker; any symbol the company has traded under. Provide this and/or insider_cik."
    • Changedget_institutional_portfolio1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Ticker to pin one security inside the quarter."New value: +"Ticker to pin inside the quarter; any symbol the company has traded under. A former symbol can pin several CUSIPs."
    • Changedget_institutional_security_holders1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Ticker. A ticker can match several CUSIPs (share classes, renumberings) — rows for all of them are included and the securities block lists each one."New value: +"Ticker; any symbol the company has traded under. A ticker can match several CUSIPs — rows for all of them are included and the securities block lists each one."
    • Changedget_metrics_timeseries1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US) or \"000100\" (Korea)."New value: +"Company ticker, e.g. \"AAPL\" (US) or \"000100\" (Korea); any symbol the company has traded under."
    • Changedlist_company_insiders6 fields changed
      • addedInput schema / properties / cik
        Added value: +{
        +  "anyOf": [
        +    {
        +      "type": "string"
        +    },
        +    {
        +      "type": "null"
        +    }
        +  ],
        +  "default": null,
        +  "description": "Company SEC CIK, 1–10 digits as a string; leading zeros are optional; any CIK the company has filed under. Provide cik or ticker, not both.",
        +  "title": "Cik"
        +}
      • addedInput schema / properties / ticker / anyOf
        Added value: +[
        +  {
        +    "type": "string"
        +  },
        +  {
        +    "type": "null"
        +  }
        +]
      • addedInput schema / properties / ticker / default
        Added value: +null
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker."New value: +"Company ticker; any symbol the company has traded under. Provide ticker or cik."
      • removedInput schema / properties / ticker / type
        Removed value: -"string"
      • removedInput schema / required
        Removed value: -[
        -  "ticker"
        -]
    • Changedlist_event_filings2 fields changed
      • changedInput schema / properties / cik / description
        Previous value: -"Company SEC CIK, 1–10 digits as a string; leading zeros are optional. Provide cik or ticker, not both."New value: +"Company SEC CIK, 1–10 digits as a string; leading zeros are optional; any CIK the company has filed under. Provide cik or ticker, not both."
      • changedInput schema / properties / ticker / description
        Previous value: -"Company stock symbol, 1–32 characters. Provide ticker or cik, not both."New value: +"Company stock symbol, 1–32 characters; any symbol the company has traded under. Provide ticker or cik, not both."
    • Changedlist_filing_statements1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedlist_filings1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US) or \"000100\" (Korea)."New value: +"Company ticker, e.g. \"AAPL\" (US) or \"000100\" (Korea); any symbol the company has traded under."
    • Changedlist_initial_holdings2 fields changed
      • addedInput schema / properties / cik
        Added value: +{
        +  "anyOf": [
        +    {
        +      "type": "string"
        +    },
        +    {
        +      "type": "null"
        +    }
        +  ],
        +  "default": null,
        +  "description": "Company SEC CIK, 1–10 digits as a string; leading zeros are optional; any CIK the company has filed under. Provide cik or ticker, not both.",
        +  "title": "Cik"
        +}
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker. Provide this and/or insider_cik."New value: +"Company ticker; any symbol the company has traded under. Provide this and/or insider_cik."
    • Changedlist_insider_transactions2 fields changed
      • addedInput schema / properties / cik
        Added value: +{
        +  "anyOf": [
        +    {
        +      "type": "string"
        +    },
        +    {
        +      "type": "null"
        +    }
        +  ],
        +  "default": null,
        +  "description": "Company SEC CIK, 1–10 digits as a string; leading zeros are optional; any CIK the company has filed under. Provide cik or ticker, not both.",
        +  "title": "Cik"
        +}
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker. Provide this and/or insider_cik."New value: +"Company ticker; any symbol the company has traded under. Provide this and/or insider_cik."
    • Changedlist_metric_snapshots1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US) or \"000100\" (Korea)."New value: +"Company ticker, e.g. \"AAPL\" (US) or \"000100\" (Korea); any symbol the company has traded under."
    • Changedlookup_company3 fields changed
      • addedInput schema / properties / lei
        Added value: +{
        +  "anyOf": [
        +    {
        +      "type": "string"
        +    },
        +    {
        +      "type": "null"
        +    }
        +  ],
        +  "default": null,
        +  "description": "Legal Entity Identifier, 20 characters, e.g. \"213800LRO7NS5CYQMN21\" (European companies only).",
        +  "title": "Lei"
        +}
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe: ticker + country marker), or \"600519_CN\" (China A-share: 6-digit code + _cn). Provide exactly one of ticker / cik / dart_corp_code / edinet_code."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe: ticker + country marker), or \"600519_CN\" (China A-share: 6-digit code + _cn). Provide exactly one of ticker / cik / dart_corp_code / edinet_code / lei / uscc."
      • addedInput schema / properties / uscc
        Added value: +{
        +  "anyOf": [
        +    {
        +      "type": "string"
        +    },
        +    {
        +      "type": "null"
        +    }
        +  ],
        +  "default": null,
        +  "description": "China Unified Social Credit Code, 18 characters, e.g. \"9152000071430580XT\" (China A-share companies only).",
        +  "title": "Uscc"
        +}
    • Changedquery_line_items1 field changed
      • changedInput schema / properties / ticker / description
        Previous value: -"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share). Use with fiscal_year when filing_id is omitted."New value: +"Company ticker, e.g. \"AAPL\" (US), \"000100\" (Korea), \"1332\" (Japan), \"VIRI_F\" (Europe), \"600519_CN\" (China A-share); any symbol the company has traded under. Use with fiscal_year when filing_id is omitted."
    • Changedsearch_events1 field changed
      • changedInput schema / properties / tickers / description
        Previous value: -"Optional company symbols, 1–100 entries. Omit to search all available US companies."New value: +"Optional company symbols, 1–100 entries; any symbol a company has traded under. Omit to search all available US companies."
    • Changedsearch_initial_holdings2 fields changed
      • changedInput schema / properties / group_by_ticker / description
        Previous value: -"When true (default), group rows by ticker; when false, return flat rows."New value: +"When true (default), one group per company; when false, flat rows, each carrying company_id."
      • changedInput schema / properties / tickers / description
        Previous value: -"Whitelist, <= 100. Omit to scan the whole library."New value: +"Whitelist, <= 100; any symbol a company has traded under. Omit to scan the whole library."
    • Changedsearch_insider_trades2 fields changed
      • changedInput schema / properties / group_by_ticker / description
        Previous value: -"When true (default), group rows by ticker; when false, return flat rows."New value: +"When true (default), one group per company; when false, flat rows, each carrying company_id."
      • changedInput schema / properties / tickers / description
        Previous value: -"Whitelist, <= 100. Omit to scan the whole library."New value: +"Whitelist, <= 100; any symbol a company has traded under. Omit to scan the whole library."
    • Changedsearch_stocks2 fields changed
      • changedInput schema / properties / group_by_ticker / description
        Previous value: -"When true (default), return one row per ticker; when false, one row per filing."New value: +"When true (default), one row per company; when false, one row per filing."
      • changedInput schema / properties / tickers / description
        Previous value: -"Optional whitelist restricting the search to these tickers (≤ 100)."New value: +"Optional whitelist restricting the search to these tickers (≤ 100); any symbol a company has traded under."
  2. 50 tool updates
    • First observedcompare_facts
    • First observedcompare_line_items
    • First observedget_balance_sheet
    • First observedget_cash_flow_metrics
    • First observedget_cash_flow_statement
    • First observedget_comprehensive_income
    • First observedget_dimensional_breakdown_by_fact_id
    • First observedget_dimensional_breakdown_by_line_item
    • First observedget_efficiency_metrics
    • First observedget_equity_statement
    • First observedget_event_filing
    • First observedget_filing_excel
    • First observedget_filing_facts
    • First observedget_filing_statement
    • First observedget_financial_health_metrics
    • First observedget_growth_metrics
    • First observedget_income_statement
    • First observedget_initial_holding_stats
    • First observedget_initial_holdings_by_id
    • First observedget_insider_stats
    • First observedget_insider_transactions_by_id
    • First observedget_institutional_manager_history
    • First observedget_institutional_portfolio
    • First observedget_institutional_security_holders
    • First observedget_metrics_bundle
    • First observedget_metrics_bundle_filing_date
    • First observedget_metrics_subset
    • First observedget_metrics_timeseries
    • First observedget_profitability_metrics
    • First observedget_valuation_metrics
    • First observedget_valuation_metrics_filing_date
    • First observedlist_companies
    • First observedlist_company_insiders
    • First observedlist_event_filings
    • First observedlist_event_types
    • First observedlist_filing_statements
    • First observedlist_filings
    • First observedlist_initial_holdings
    • First observedlist_insider_tickers
    • First observedlist_insider_transaction_types
    • First observedlist_insider_transactions
    • First observedlist_metric_snapshots
    • First observedlist_screener_filters
    • First observedlookup_company
    • First observedquery_line_items
    • First observedsearch_events
    • First observedsearch_initial_holdings
    • First observedsearch_insider_trades
    • First observedsearch_institutional_holdings
    • First observedsearch_stocks

Publisher details

Operator
Akkru Inc. · Publisher source
Vendor relationship
First-party · Publisher source
Trust center
Not applicable
Restrictions
A free account is required — self-serve sign-up with email verification, no approval or invite. OAuth uses dynamic client registration, so no custom OAuth app is needed. The free plan covers S&P 500 issuers and three years of history; Russell 3000 and calculated metrics need Starter, and screening plus non-US markets (KR / JP / EU / CN) need Pro. Usage is metered in credits — 5,000 on sign-up and 1,500 monthly on the free plan. · Publisher source

Related MCP Connectors

Related MCP Servers

  • A
    license
    A
    quality
    D
    maintenance
    Provides as-reported US equity fundamentals, live quotes, financial statements, valuation comps, and a screener from SEC filings, with per-cell filing provenance for citations.
    7
    MIT
  • A
    license
    Not graded
    quality
    B
    maintenance
    Provides free SEC filing fundamentals for US public companies, including financial statements, 10-K/10-Q summaries, and 8-K event histories. No API key or signup required.
    MIT
  • F
    license
    A
    quality
    D
    maintenance
    Provides access to SEC filings and detailed XBRL financial data for all publicly traded U.S. companies. It enables users to search for company info, retrieve historical metrics like revenue and assets, and compare financial performance across different industries.
    6
    1
    -
  • A
    license
    A
    quality
    C
    maintenance
    Give your AI agent live SEC EDGAR data: company financials, insider trades, 8-K events, 13F holdings, and the raw filings stream — all normalized to clean JSON, every number traceable back to its sec.gov source filing.
    8
    148 PyPI
    MIT
Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.

Resources