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AlphaCreek SEC Filings MCP

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Access SEC filings efficiently (10-K, 10-Q, etc), save time and tokens, and get cited answers.

Ownership verified
Status
Healthy
Uptime
100.0% over 57 days
Last Tested
Transport
Streamable HTTP · MCP 2025-03-26
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TDQS

A4.4/5.0

Scored across 5 tools

Disambiguation4/5

Most tools have clearly distinct purposes: one for TOC, one for node content, one for search, and two for filing metadata. However, get_latest_filing and list_filings both return filing metadata, which could cause minor confusion, though their descriptions clarify when to use each.

Naming Consistency5/5

All tool names follow a consistent snake_case verb_noun pattern (get_, list_, read_, search_). There is no mixing of conventions or styles, making the naming predictable and easy to understand.

Tool Count5/5

With 5 tools, the server is well-scoped for SEC filings research. Each tool serves a distinct purpose in the discovery, retrieval, and search workflow, and the count feels neither excessive nor insufficient.

Completeness4/5

The surface covers core operations: listing filings, getting the latest filing, retrieving TOC, reading node content, and searching within filings. Minor gaps exist, such as no direct tool for downloading full filing documents or comparing filings, but these are not critical for the stated purpose.

Available Tools

5 tools
get_filing_toc
Read-only
Inspect

Return the full filing table of contents for one filing. If artifact_document_id is omitted, resolves the single latest filing for ticker/company (and optional document_type) only. Use list_filings first to discover a specific reporting period. Pass document_type=DEF 14A for US proxy statements. For DEF 14A, TOC rows are native proxy section labels when the filing has a linked HTML TOC; otherwise they use sec-parser headings. For FCA filings, pass filing_registry=fca_nsm; TOC node ids are HTML page element ids (e.g. pf2a, page12, pageView1) for annual ESEF reports or sec-parser ids (e.g. sp-0000001) for half-year RNS HTML reports.

ParametersJSON Schema
NameRequiredDescriptionDefault
tickerNo
companyNo
document_typeNoOptional document type filter (canonical values only). See Field reference for allowed values per registry.
filing_registryNoFiling source registry. sec_edgar — US SEC EDGAR filings. fca_nsm — UK FCA National Storage Mechanism. Omit to search both registries.sec_edgar
artifact_document_idNo
get_latest_filing
Read-only
Inspect

Return latest filing metadata for a company or ticker. If ticker and company are omitted, return newly ingested filings newest-first. Omit filing_registry in that mode to include both SEC and FCA. Company results include one metadata object; newly ingested results include a filings list. Each row includes Filing metadata object. Includes document_type (Canonical document type. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K, DEF 14A. FCA: annual, half-year, press.) and, for FCA press rows, announcement_type (FCA press subtype when document_type is press; null for annual and half-year. Values: 1st Quarter Results, 2nd Quarter Results, 3rd Quarter Results, 4th Quarter Results, Final Results, Preliminary Results, Share Buyback, Trading Update.).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMax newly ingested filings when ticker and company are omitted
tickerNo
companyNo
document_typeNoOptional document type filter (canonical values only). See Field reference for allowed values per registry.
filing_registryNoFiling source registry. sec_edgar — US SEC EDGAR. fca_nsm — UK FCA NSM. Omit with no ticker/company to list newly ingested filings from both registries.
list_filings
Read-only
Inspect

List available filings for a ticker (newest first) with artifact_document_id and dates. Use filing_registry=fca_nsm for UK FCA NSM reports. Use this first when you need a specific reporting period, including DEF 14A proxy statements (pass document_type=DEF 14A). Each row includes Filing metadata object. Includes document_type (Canonical document type. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K, DEF 14A. FCA: annual, half-year, press.) and, for FCA press rows, announcement_type (FCA press subtype when document_type is press; null for annual and half-year. Values: 1st Quarter Results, 2nd Quarter Results, 3rd Quarter Results, 4th Quarter Results, Final Results, Preliminary Results, Share Buyback, Trading Update.).

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNo
tickerNo
companyNo
document_typeNoOptional document type filter (canonical values only). See Field reference for allowed values per registry.
filing_registryNoFiling source registry. sec_edgar — US SEC EDGAR filings. fca_nsm — UK FCA National Storage Mechanism. Omit to search both registries.sec_edgar
read_node_contentA
Read-only
Inspect

Return content for one or more navigation nodes in a filing. Pass one node via node_id or several via node_ids, using the node ids from TOC lines (the same values shown as NODE_ID lines in this tool's output). Returns plain MCP text: an ARTIFACT_DOCUMENT_ID header, then per-node blocks with NODE_ID, TITLE, CITATION_URL, CITATION_MARKDOWN, CONTENT_START … CONTENT_END. Each block's CITATION_URL links to the reader location for that node; CITATION_MARKDOWN is the same link as ready-to-paste markdown TITLE. A requested TOC node may expand into more granular child NODE_ID blocks, each with its own TITLE, CITATION_URL, and CITATION_MARKDOWN. Responses that include citations end with a CITATIONS_IN_THIS_RESPONSE list.

ParametersJSON Schema
NameRequiredDescriptionDefault
node_idNoSingle node id from TOC / NODE_ID lines. For FCA filings this is the HTML page id (e.g. pf2a, page12, pageView1).
node_idsNoBatch read: multiple node ids for one filing (same identifiers as NODE_ID / TOC).
artifact_document_idYes

TDQS

A4.6/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

The description goes well beyond the readOnlyHint annotation by detailing the output format (ARTIFACT_DOCUMENT_ID, NODE_ID, TITLE, CITATION_URL, etc.), the behavior of expanding TOC nodes into child blocks, and the inclusion of a CITATIONS_IN_THIS_RESPONSE list. This enriches the agent's understanding of what to expect from the invocation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single dense paragraph but well-structured with clear sequences: input method, output format, expansion behavior, and citations. Every sentence adds value, though it is longer than strictly necessary. Still, it avoids redundancy and effectively front-loads the core purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Despite lacking an output schema, the description thoroughly explains the return format, including field names and meanings, citation link behavior, and node expansion. This gives the agent everything needed to invoke the tool and interpret results without ambiguity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 67% (node_id and node_ids have descriptions, artifact_document_id does not). The description compensates by explaining how node_id and node_ids relate to TOC/NODE_ID lines, and it clarifies their usage with examples like 'pf2a, page12'. artifact_document_id is implied through the context 'in a filing,' though not explicitly described.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's function: 'Return content for one or more navigation nodes in a filing.' It specifies the resource (navigation nodes within a filing) and the action (return content), distinguishing it from sibling tools like get_filing_toc and list_filings, which handle different aspects.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description provides clear usage context by explaining how to pass node ids from TOC lines and the distinction between single and batch reads. It doesn't explicitly exclude alternatives, but the purpose (reading content) implies when it should be used versus TOC retrieval. This meets the 'clear context, no exclusions' benchmark.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

search_sec_event_filingsA
Read-only
Inspect

Search US SEC filing nodes for a disclosure claim. The search covers 8-K, 6-K, 10-K, 10-Q, and 20-F. Omit document_type to search all of those forms. Pass document_type to search only the forms you name. Do not use this for DEF 14A. How to search:

  1. Always pass concept_groups. Every group is required (AND). Within each group's any_of list, one alternative must match (OR). Use 2-5 groups for separate parts of the claim: topic, action, metric, and a causal link when that link is essential. Example: geography + weaker demand + decline, or AI + productivity + margin. Add synonyms. English stemming covers inflections (decline/declined), not synonyms (sales is not revenue). Do not add a group for a detail the filing may leave implicit.

  2. query is optional. Each item is an exact adjacent-token phrase. Put alternate full phrasings in the same list. Query plus concept_groups is hybrid search: an exact phrase ranks first, so a generic phrase such as "margin expansion" can outrank the causal sentence you want. Prefer phrases that state the relationship. Do not pass a broad topic word alone. Do not search with query only. Omit query for concept-only search.

  3. start_date and end_date are required. tickers limits issuers. Optional document_type limits the search to one or more of 8-K, 6-K, 10-K, 10-Q, and 20-F. Omit it to search all of those forms. How to continue:

  4. Each call returns one page. There is no total count. If HAS_MORE is true, call again with cursor set to NEXT_CURSOR and the same concept_groups, dates, query, tickers, ne_tickers, document_type, and match_scope. A cursor from different inputs is rejected. An empty page with HAS_MORE true is not the end: call again with that cursor. Stop when HAS_MORE is false or when later pages are not relevant.

  5. If a page is mostly co-occurrence (the terms appear, but not the claim), start a new search with no cursor. Add a concept group or exact causal phrases. If a page is too sparse, start a new search with no cursor and drop the least essential group. Do not change filters while passing a cursor.

  6. ne_tickers excludes issuers you have already reviewed. It does not load the next page. Results are candidates. Call read_node_content with document_id and node_id. node_id may start with sp-. Verify negation, causality, comparisons across periods, and numeric thresholds in the source text. Cite CITATION_MARKDOWN.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum matches on this page. Not a total count. At most 3 matches come from one filing. When HAS_MORE is true, pass cursor to read the next page.
queryNoOptional exact disclosure phrases for hybrid search (max 8). Each phrase requires adjacent tokens in order and does not use stemming. Send complete event phrasings, not standalone topics. Omit this field for concept-only search. Examples: ["reduced capital expenditures", "lower capital spending"]; ["lost a major customer", "termination by our largest customer"]; ["workforce reduction", "reduce headcount"].
cursorNoPage id from the previous NEXT_CURSOR line. Copy it unchanged. Pass it only with the same concept_groups, dates, query, tickers, ne_tickers, document_type, and match_scope. A mismatch is rejected. Omit it to start a new search.
tickersNoOptional. Search only these issuers (example: ["NVDA", "MSFT"]). Prefix a symbol with ! to omit it (same as ne_tickers). Max 50. Omit to search all issuers.
end_dateYesInclusive end date on filing_date (YYYY-MM-DD)
ne_tickersNoOptional. Omit these issuers (example: ["HOOD"] or ["!HOOD"]). This does not load the next page. Use cursor for that. Exclude wins if a ticker is in both lists. Max 50.
start_dateYesInclusive start date on filing_date (YYYY-MM-DD)
match_scopeNonode (default): Atlas ranks every matching filing node. window is accepted for compatibility and behaves like node.node
document_typeNoOptional. Limit the search to one or more of "8-K", "6-K", "10-K", "10-Q", and "20-F". Omit to search all of those forms.
concept_groupsYesRequired stemmed concept groups. Every group must match (AND). Any one alternative inside any_of can satisfy its group (OR). Atlas ranks the matching filing nodes. Use 2-5 focused groups in most searches. Supply synonyms and alternate filing terms, but omit simple inflections because English stemming handles them. Do not use this field to prove numeric thresholds, negation, causality, or changes across several filings; retrieve candidates and verify those claims with read_node_content.

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations only declare readOnlyHint/destructiveHint; the description goes well beyond by disclosing pagination semantics (one page per call, no total count, HAS_MORE/NEXT_CURSOR, cursor rejected on mismatched inputs, empty page with HAS_MORE still requiring another call), a max-3-matches-per-filing cap, and the hybrid-ranking behavior where a generic exact phrase can outrank the intended sentence.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Long but deliberately structured with numbered sections, front-loaded purpose, and no filler sentences; each rule carries operational weight. Slightly verbose repetition of the document_type/all-forms rule (stated twice) is the only waste.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

With no output schema and 10 parameters, the description still covers return shape (paged candidates, HAS_MORE/NEXT_CURSOR, CITATION_MARKDOWN), the verification requirement for negation/causality/numeric claims, and the follow-up call signature. Nothing an agent needs to invoke or continue correctly is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% so the baseline is 3, but the description meaningfully extends it: it explains why query plus concept_groups is hybrid search, warns that generic phrases can dominate, states that query must state a relationship and never be used alone, and clarifies ne_tickers does not page. These are semantics an agent cannot infer from the schema alone.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Specific verb+resource (search US SEC filing nodes for a disclosure claim) with explicit coverage of the five form types and an explicit exclusion (DEF 14A). It also names the downstream sibling read_node_content, so an agent can place it in a workflow without opening another schema.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Gives explicit when-to-use, when-not (DEF 14A), how to build concept_groups vs query, and full continuation rules including cursor reuse constraints and the no-cursor restart strategy for poor pages. Alternative tool (read_node_content) is named along with the verification it performs.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

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

  1. 3 tool updates
    • Changedget_filing_toc1 field changed
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K",
-      "annual",
-      "half-year",
-      "press"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K",
-        "annual",
-        "half-year",
-        "press"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "DEF 14A",
+      "annual",
+      "half-year",
+      "press"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "DEF 14A",
+        "annual",
+        "half-year",
+        "press"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
    • Changedget_latest_filing1 field changed
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K",
-      "annual",
-      "half-year",
-      "press"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K",
-        "annual",
-        "half-year",
-        "press"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "DEF 14A",
+      "annual",
+      "half-year",
+      "press"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "DEF 14A",
+        "annual",
+        "half-year",
+        "press"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
    • Changedlist_filings1 field changed
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K",
-      "annual",
-      "half-year",
-      "press"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K",
-        "annual",
-        "half-year",
-        "press"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "DEF 14A",
+      "annual",
+      "half-year",
+      "press"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "DEF 14A",
+        "annual",
+        "half-year",
+        "press"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
  2. 1 tool update
    • Changedsearch_sec_event_filings5 fields changed
      • changedInput schema / properties / cursor / description
        Previous value: -"Opaque NEXT_CURSOR from the previous response. Pass it with the same concept_groups, dates, query, tickers, ne_tickers, document_type, and match_scope to read the next page. Omit it to start from the first page."New value: +"Page id from the previous NEXT_CURSOR line. Copy it unchanged. Pass it only with the same concept_groups, dates, query, tickers, ne_tickers, document_type, and match_scope. A mismatch is rejected. Omit it to start a new search."
      • changedInput schema / properties / document_type / description
        Previous value: -"Optional. Search only these current-report forms: \"8-K\", \"6-K\", or both. Omit to search 8-K and 6-K."New value: +"Optional. Limit the search to one or more of \"8-K\", \"6-K\", \"10-K\", \"10-Q\", and \"20-F\". Omit to search all of those forms."
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "minLength": 1,
-    "type": "string"
-  },
-  {
-    "items": {
-      "minLength": 1,
-      "type": "string"
-    },
-    "maxItems": 2,
-    "minItems": 1,
-    "type": "array"
-  }
-]New value: +[
+  {
+    "minLength": 1,
+    "type": "string"
+  },
+  {
+    "items": {
+      "minLength": 1,
+      "type": "string"
+    },
+    "maxItems": 5,
+    "minItems": 1,
+    "type": "array"
+  }
+]
      • changedInput schema / properties / limit / description
        Previous value: -"Maximum matches to return on this page. At most 3 matches come from one filing. When has_more is true, pass cursor to read the next page."New value: +"Maximum matches on this page. Not a total count. At most 3 matches come from one filing. When HAS_MORE is true, pass cursor to read the next page."
      • changedInput schema / properties / ne_tickers / description
        Previous value: -"Optional. Omit these issuers (example: [\"HOOD\"] or [\"!HOOD\"]). This filter does not load the next page. Use cursor for that. Exclude wins if a ticker is in both lists. Max 50."New value: +"Optional. Omit these issuers (example: [\"HOOD\"] or [\"!HOOD\"]). This does not load the next page. Use cursor for that. Exclude wins if a ticker is in both lists. Max 50."
  3. 1 tool update
    • Changedsearch_sec_event_filings6 fields changed
      • changedInput schema / properties / concept_groups / description
        Previous value: -"Required stemmed concept groups. Every group must match in the same node (AND). Any one alternative inside any_of can satisfy its group (OR). Use 2-5 focused groups in most searches. Supply synonyms and alternate filing terms, but omit simple inflections because English stemming handles them. Do not use this field to prove numeric thresholds, negation, causality, or changes across several filings; retrieve candidates and verify those claims with read_node_content."New value: +"Required stemmed concept groups. Every group must match (AND). Any one alternative inside any_of can satisfy its group (OR). Atlas ranks the matching filing nodes. Use 2-5 focused groups in most searches. Supply synonyms and alternate filing terms, but omit simple inflections because English stemming handles them. Do not use this field to prove numeric thresholds, negation, causality, or changes across several filings; retrieve candidates and verify those claims with read_node_content."
      • addedInput schema / properties / cursor
        Added value: +{
+  "description": "Opaque NEXT_CURSOR from the previous response. Pass it with the same concept_groups, dates, query, tickers, ne_tickers, document_type, and match_scope to read the next page. Omit it to start from the first page.",
+  "minLength": 1,
+  "type": "string"
+}
      • addedInput schema / properties / document_type
        Added value: +{
+  "description": "Optional. Search only these current-report forms: \"8-K\", \"6-K\", or both. Omit to search 8-K and 6-K.",
+  "oneOf": [
+    {
+      "minLength": 1,
+      "type": "string"
+    },
+    {
+      "items": {
+        "minLength": 1,
+        "type": "string"
+      },
+      "maxItems": 2,
+      "minItems": 1,
+      "type": "array"
+    }
+  ]
+}
      • changedInput schema / properties / limit / description
        Previous value: -"Maximum unique matches to return across all query phrases. At most 3 matches come from one filing."New value: +"Maximum matches to return on this page. At most 3 matches come from one filing. When has_more is true, pass cursor to read the next page."
      • addedInput schema / properties / match_scope
        Added value: +{
+  "default": "node",
+  "description": "node (default): Atlas ranks every matching filing node. window is accepted for compatibility and behaves like node.",
+  "enum": [
+    "window",
+    "node"
+  ],
+  "type": "string"
+}
      • changedInput schema / properties / ne_tickers / description
        Previous value: -"Optional. Omit these issuers (example: [\"HOOD\"] or [\"!HOOD\"]). After you finish read_node_content for a ticker, search again with that ticker here. Exclude wins if a ticker is in both lists. Max 50."New value: +"Optional. Omit these issuers (example: [\"HOOD\"] or [\"!HOOD\"]). This filter does not load the next page. Use cursor for that. Exclude wins if a ticker is in both lists. Max 50."
  4. 1 tool update
    • Changedsearch_sec_event_filings3 fields changed
      • changedInput schema / properties / concept_groups / description
        Previous value: -"Optional stemmed concept fallback for broad discovery. Every group must match in the same node (AND). Any one alternative inside any_of can satisfy its group (OR). Use 2-5 focused groups in most searches. Supply synonyms and alternate filing terms, but omit simple inflections because English stemming handles them. Do not use this field to prove numeric thresholds, negation, causality, or changes across several filings; retrieve candidates and verify those claims with read_node_content."New value: +"Required stemmed concept groups. Every group must match in the same node (AND). Any one alternative inside any_of can satisfy its group (OR). Use 2-5 focused groups in most searches. Supply synonyms and alternate filing terms, but omit simple inflections because English stemming handles them. Do not use this field to prove numeric thresholds, negation, causality, or changes across several filings; retrieve candidates and verify those claims with read_node_content."
      • changedInput schema / properties / query / description
        Previous value: -"Required exact disclosure phrases (max 8). Each phrase requires adjacent tokens in order and does not use stemming. Send complete event phrasings, not standalone topics. Examples: [\"reduced capital expenditures\", \"lower capital spending\"]; [\"lost a major customer\", \"termination by our largest customer\"]; [\"workforce reduction\", \"reduce headcount\"]."New value: +"Optional exact disclosure phrases for hybrid search (max 8). Each phrase requires adjacent tokens in order and does not use stemming. Send complete event phrasings, not standalone topics. Omit this field for concept-only search. Examples: [\"reduced capital expenditures\", \"lower capital spending\"]; [\"lost a major customer\", \"termination by our largest customer\"]; [\"workforce reduction\", \"reduce headcount\"]."
      • changedInput schema / required
        Previous value: -[
-  "query",
-  "start_date",
-  "end_date"
-]New value: +[
+  "concept_groups",
+  "start_date",
+  "end_date"
+]
  5. 1 tool update
    • Changedsearch_sec_event_filings8 fields changed
      • addedInput schema / properties / concept_groups
        Added value: +{
+  "description": "Optional stemmed concept fallback for broad discovery. Every group must match in the same node (AND). Any one alternative inside any_of can satisfy its group (OR). Use 2-5 focused groups in most searches. Supply synonyms and alternate filing terms, but omit simple inflections because English stemming handles them. Do not use this field to prove numeric thresholds, negation, causality, or changes across several filings; retrieve candidates and verify those claims with read_node_content.",
+  "examples": [
+    [
+      {
+        "any_of": [
+          "capital expenditure",
+          "CapEx",
+          "capital spending"
+        ],
+        "name": "capital_spending"
+      },
+      {
+        "any_of": [
+          "reduce",
+          "lower",
+          "cut"
+        ],
+        "name": "direction"
+      },
+      {
+        "any_of": [
+          "guidance",
+          "outlook",
+          "expect"
+        ],
+        "name": "forward_looking"
+      }
+    ]
+  ],
+  "items": {
+    "additionalProperties": false,
+    "properties": {
+      "any_of": {
+        "description": "Synonyms or short phrases for one required concept. Any one can match. Multiword values are adjacent-token phrases. English stemming applies.",
+        "items": {
+          "minLength": 1,
+          "type": "string"
+        },
+        "maxItems": 16,
+        "minItems": 1,
+        "type": "array"
+      },
+      "name": {
+        "description": "Short role label, such as geography, direction, business_metric, technology, or customer_event.",
+        "maxLength": 64,
+        "minLength": 1,
+        "type": "string"
+      }
+    },
+    "required": [
+      "name",
+      "any_of"
+    ],
+    "type": "object"
+  },
+  "maxItems": 6,
+  "minItems": 2,
+  "type": "array"
+}
      • changedInput schema / properties / limit / default
        Previous value: -20New value: +30
      • changedInput schema / properties / limit / description
        Previous value: -"Maximum exact-match results to return"New value: +"Maximum unique matches to return across all query phrases. At most 3 matches come from one filing."
      • addedInput schema / properties / ne_tickers
        Added value: +{
+  "description": "Optional. Omit these issuers (example: [\"HOOD\"] or [\"!HOOD\"]). After you finish read_node_content for a ticker, search again with that ticker here. Exclude wins if a ticker is in both lists. Max 50.",
+  "oneOf": [
+    {
+      "minLength": 1,
+      "type": "string"
+    },
+    {
+      "items": {
+        "minLength": 1,
+        "type": "string"
+      },
+      "maxItems": 50,
+      "minItems": 1,
+      "type": "array"
+    }
+  ]
+}
      • changedInput schema / properties / query / description
        Previous value: -"Exact phrase to search for, e.g. private credit"New value: +"Required exact disclosure phrases (max 8). Each phrase requires adjacent tokens in order and does not use stemming. Send complete event phrasings, not standalone topics. Examples: [\"reduced capital expenditures\", \"lower capital spending\"]; [\"lost a major customer\", \"termination by our largest customer\"]; [\"workforce reduction\", \"reduce headcount\"]."
      • addedInput schema / properties / query / oneOf
        Added value: +[
+  {
+    "minLength": 1,
+    "type": "string"
+  },
+  {
+    "items": {
+      "minLength": 1,
+      "type": "string"
+    },
+    "maxItems": 8,
+    "minItems": 1,
+    "type": "array"
+  }
+]
      • removedInput schema / properties / query / type
        Removed value: -"string"
      • addedInput schema / properties / tickers
        Added value: +{
+  "description": "Optional. Search only these issuers (example: [\"NVDA\", \"MSFT\"]). Prefix a symbol with ! to omit it (same as ne_tickers). Max 50. Omit to search all issuers.",
+  "oneOf": [
+    {
+      "minLength": 1,
+      "type": "string"
+    },
+    {
+      "items": {
+        "minLength": 1,
+        "type": "string"
+      },
+      "maxItems": 50,
+      "minItems": 1,
+      "type": "array"
+    }
+  ]
+}
  6. 1 tool update
    • Changedget_latest_filing3 fields changed
      • removedInput schema / properties / filing_registry / default
        Removed value: -"sec_edgar"
      • changedInput schema / properties / filing_registry / description
        Previous value: -"Filing source registry. sec_edgar — US SEC EDGAR filings. fca_nsm — UK FCA National Storage Mechanism. Omit to search both registries."New value: +"Filing source registry. sec_edgar — US SEC EDGAR. fca_nsm — UK FCA NSM. Omit with no ticker/company to list newly ingested filings from both registries."
      • addedInput schema / properties / limit
        Added value: +{
+  "default": 25,
+  "description": "Max newly ingested filings when ticker and company are omitted",
+  "maximum": 50,
+  "minimum": 1,
+  "type": "integer"
+}
  7. 1 tool update
    • Addedsearch_sec_event_filings
  8. 3 tool updates
    • Changedget_filing_toc3 fields changed
      • changedInput schema / properties / document_type / description
        Previous value: -"Optional filing type filter. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: Annual Report."New value: +"Optional document type filter (canonical values only). See Field reference for allowed values per registry."
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K",
-      "Annual Report"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K",
-        "Annual Report"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "annual",
+      "half-year",
+      "press"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "annual",
+        "half-year",
+        "press"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • changedInput schema / properties / filing_registry / description
        Previous value: -"Filing source registry. Use sec_edgar (default) for US SEC filings or fca_nsm for UK FCA NSM annual reports."New value: +"Filing source registry. sec_edgar — US SEC EDGAR filings. fca_nsm — UK FCA National Storage Mechanism. Omit to search both registries."
    • Changedget_latest_filing3 fields changed
      • changedInput schema / properties / document_type / description
        Previous value: -"Optional filing type filter. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: Annual Report."New value: +"Optional document type filter (canonical values only). See Field reference for allowed values per registry."
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K",
-      "Annual Report"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K",
-        "Annual Report"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "annual",
+      "half-year",
+      "press"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "annual",
+        "half-year",
+        "press"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • changedInput schema / properties / filing_registry / description
        Previous value: -"Filing source registry. Use sec_edgar (default) for US SEC filings or fca_nsm for UK FCA NSM annual reports."New value: +"Filing source registry. sec_edgar — US SEC EDGAR filings. fca_nsm — UK FCA National Storage Mechanism. Omit to search both registries."
    • Changedlist_filings3 fields changed
      • changedInput schema / properties / document_type / description
        Previous value: -"Optional filing type filter. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: Annual Report."New value: +"Optional document type filter (canonical values only). See Field reference for allowed values per registry."
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K",
-      "Annual Report"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K",
-        "Annual Report"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "annual",
+      "half-year",
+      "press"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "annual",
+        "half-year",
+        "press"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • changedInput schema / properties / filing_registry / description
        Previous value: -"Filing source registry. Use sec_edgar (default) for US SEC filings or fca_nsm for UK FCA NSM annual reports."New value: +"Filing source registry. sec_edgar — US SEC EDGAR filings. fca_nsm — UK FCA National Storage Mechanism. Omit to search both registries."
  9. 1 tool update
    • Changedread_node_content2 fields changed
      • changedInput schema / properties / node_id / description
        Previous value: -"Single node id (same values as NODE_ID in tool output and TOC lines); alternative to node_ids."New value: +"Single node id from TOC / NODE_ID lines. For FCA filings this is the HTML page id (e.g. pf2a, page12, pageView1)."
      • changedInput schema / properties / node_ids / description
        Previous value: -"Batch read: multiple node ids for one filing (same identifiers as NODE_ID)."New value: +"Batch read: multiple node ids for one filing (same identifiers as NODE_ID / TOC)."
  10. 3 tool updates
    • Changedget_filing_toc3 fields changed
      • changedInput schema / properties / document_type / description
        Previous value: -"Optional SEC filing type filter. One of 10-K, 10-Q, 20-F, 6-K, 8-K; comma-separated (e.g. 10-K,10-Q); or a JSON array string."New value: +"Optional filing type filter. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: Annual Report."
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "Annual Report"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "Annual Report"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • addedInput schema / properties / filing_registry
        Added value: +{
+  "default": "sec_edgar",
+  "description": "Filing source registry. Use sec_edgar (default) for US SEC filings or fca_nsm for UK FCA NSM annual reports.",
+  "enum": [
+    "sec_edgar",
+    "fca_nsm"
+  ],
+  "type": "string"
+}
    • Changedget_latest_filing3 fields changed
      • changedInput schema / properties / document_type / description
        Previous value: -"Optional SEC filing type filter. One of 10-K, 10-Q, 20-F, 6-K, 8-K; comma-separated (e.g. 10-K,10-Q); or a JSON array string."New value: +"Optional filing type filter. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: Annual Report."
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "Annual Report"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "Annual Report"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • addedInput schema / properties / filing_registry
        Added value: +{
+  "default": "sec_edgar",
+  "description": "Filing source registry. Use sec_edgar (default) for US SEC filings or fca_nsm for UK FCA NSM annual reports.",
+  "enum": [
+    "sec_edgar",
+    "fca_nsm"
+  ],
+  "type": "string"
+}
    • Changedlist_filings3 fields changed
      • changedInput schema / properties / document_type / description
        Previous value: -"Optional SEC filing type filter. One of 10-K, 10-Q, 20-F, 6-K, 8-K; comma-separated (e.g. 10-K,10-Q); or a JSON array string."New value: +"Optional filing type filter. SEC: 10-K, 10-Q, 20-F, 6-K, 8-K. FCA: Annual Report."
      • changedInput schema / properties / document_type / oneOf
        Previous value: -[
-  {
-    "enum": [
-      "10-K",
-      "10-Q",
-      "20-F",
-      "6-K",
-      "8-K"
-    ],
-    "type": "string"
-  },
-  {
-    "items": {
-      "enum": [
-        "10-K",
-        "10-Q",
-        "20-F",
-        "6-K",
-        "8-K"
-      ],
-      "type": "string"
-    },
-    "type": "array"
-  }
-]New value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K",
+      "Annual Report"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K",
+        "Annual Report"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • addedInput schema / properties / filing_registry
        Added value: +{
+  "default": "sec_edgar",
+  "description": "Filing source registry. Use sec_edgar (default) for US SEC filings or fca_nsm for UK FCA NSM annual reports.",
+  "enum": [
+    "sec_edgar",
+    "fca_nsm"
+  ],
+  "type": "string"
+}
  11. 3 tool updates
    • Changedget_filing_toc4 fields changed
      • addedInput schema / properties / document_type / description
        Added value: +"Optional SEC filing type filter. One of 10-K, 10-Q, 20-F, 6-K, 8-K; comma-separated (e.g. 10-K,10-Q); or a JSON array string."
      • removedInput schema / properties / document_type / enum
        Removed value: -[
-  "10-K",
-  "10-Q",
-  "20-F",
-  "6-K",
-  "8-K"
-]
      • addedInput schema / properties / document_type / oneOf
        Added value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • removedInput schema / properties / document_type / type
        Removed value: -"string"
    • Changedget_latest_filing4 fields changed
      • addedInput schema / properties / document_type / description
        Added value: +"Optional SEC filing type filter. One of 10-K, 10-Q, 20-F, 6-K, 8-K; comma-separated (e.g. 10-K,10-Q); or a JSON array string."
      • removedInput schema / properties / document_type / enum
        Removed value: -[
-  "10-K",
-  "10-Q",
-  "20-F",
-  "6-K",
-  "8-K"
-]
      • addedInput schema / properties / document_type / oneOf
        Added value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • removedInput schema / properties / document_type / type
        Removed value: -"string"
    • Changedlist_filings4 fields changed
      • addedInput schema / properties / document_type / description
        Added value: +"Optional SEC filing type filter. One of 10-K, 10-Q, 20-F, 6-K, 8-K; comma-separated (e.g. 10-K,10-Q); or a JSON array string."
      • removedInput schema / properties / document_type / enum
        Removed value: -[
-  "10-K",
-  "10-Q",
-  "20-F",
-  "6-K",
-  "8-K"
-]
      • addedInput schema / properties / document_type / oneOf
        Added value: +[
+  {
+    "enum": [
+      "10-K",
+      "10-Q",
+      "20-F",
+      "6-K",
+      "8-K"
+    ],
+    "type": "string"
+  },
+  {
+    "items": {
+      "enum": [
+        "10-K",
+        "10-Q",
+        "20-F",
+        "6-K",
+        "8-K"
+      ],
+      "type": "string"
+    },
+    "type": "array"
+  }
+]
      • removedInput schema / properties / document_type / type
        Removed value: -"string"
  12. 4 tool updates
    • First observedget_filing_toc
    • First observedget_latest_filing
    • First observedlist_filings
    • First observedread_node_content

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