search_filing_content
Semantic search within the full text of company filings (annual and interim reports, stock exchange releases, SEC filings) for qualitative questions: strategy, risk factors, guidance, accounting policies. Covers US (NYSE, NASDAQ) and Nordic (HEL, STO) filings. Results are ranked by meaning, not keywords: check each result's company_name, and put synonyms (and for Nordic filings, local-language terms) in the query. Ask one topic per call: several topics in one query ("compute, customer concentration and key people") blend into passages about none of them. For a US filer's risk factors as a list, or what changed between two filings, use search_filings(mode="risk_factors" / "risk_changes").
Args:
company: Name or ticker, fuzzy-matched ("DHI", "D.R. Horton"). A
company named only in the query is auto-detected
(resolution.auto_detected); set it explicitly to be certain.
year: Fiscal year. quarter: 1-4; unpopulated for part of the corpus,
so use only for one quarter's interim report. With quarter unset,
a period in the query ("Q3 2026", "H1 2025", "FY2024") is applied
as the filter; period_scope reports it. Passages from another
period are never in results: they come under
other_period_results (period_scope.status is
period_not_indexed when none match the period asked).
document_type: "annual_report", "interim_report",
"stock_exchange_release", "10-K", "10-Q"; aliases normalized.
market: "us" or "nordic"; omit to auto-detect. With no company or
index the search covers Nordic filings only (market="us" alone
returns nothing).
index: Only "sp500" (forces US, queries every constituent). Cannot be
combined with company.
limit: Passages to return (default 5, max 20). max_total_results caps
rows after adjacent-page expansion.
include_adjacent_pages: Also return the page before and after each
Nordic hit (is_adjacent_page, supports: "context"), for
policy text that spans pages. For a full page use
get_filing_snapshot with include_text=true.
topic_tags / ifrs_tags: Restrict to pages tagged with these concepts
(deterministic; unknown values are ignored and reported back).
Topics are snake_case, e.g. leases, goodwill, impairment,
segment_reporting, risks_uncertainty, strategy_outlook, ceo_review,
dividends, sustclimate. IFRS (Nordic only): "IAS 1" .. "IAS 40",
"IFRS 1" .. "IFRS 18", e.g. "IFRS 16".
auto_detect_tags: Default True: with no explicit tags, tags are
detected from the query. A tag filter matching nothing is retried
untagged (tag_filters.applied: false). For US filings detected
tags only order the passages.
response_mode: "detailed" (default) or "concise" (drops long excerpts,
keeps citation fields); use "concise" across several companies.
Returns results (content, page_id, page_number,
evidence, citation_markdown, source_url), sources,
source_policy, resolution, tag_filters, and a diagnostic
when nothing is found. Keyword-fallback hits (pages not yet vectorised)
carry retrieval: "keyword". Each result has relevance (high /
medium / low against the best passage of this search, not a judgement of
the answer), its topic_tags, risk_factor (heading, category) for
a SEC risk-section passage, and also_in_versions when the same text is
in another version of the filing (an S-1 and its S-1/A). Cite as numbered links to
citation_markdown's URL; page_id is only for follow-up calls
(get_filing_snapshot) and never shown to the user.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"query": "<query>"
},
"name": "search_filing_content"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| year | No | ||
| index | No | ||
| limit | No | ||
| query | Yes | ||
| market | No | ||
| company | No | ||
| quarter | No | ||
| ifrs_tags | No | ||
| topic_tags | No | ||
| document_type | No | ||
| response_mode | No | detailed | |
| auto_detect_tags | No | ||
| max_total_results | No | ||
| include_adjacent_pages | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||