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Edgrapi — SEC EDGAR Financials

Server Details

Clean SEC EDGAR company financials for AI agents — normalized income statement, balance sheet, cash flow, computed ratios, company profiles, filings, and 10-K/10-Q narrative sections (Risk Factors, MD&A) for 10,000+ US public companies. 5 tools: get_fundamentals, get_ratios, get_company, get_filings, get_sections. Free tier, no card.

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Healthy
Last Tested
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Streamable HTTP
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Tool DescriptionsA

Average 4.1/5 across 7 of 7 tools scored.

Server CoherenceA
Disambiguation5/5

Each tool targets a distinct aspect of SEC EDGAR data: company info, events, filings, fundamentals, insider trades, ratios, and narrative sections. No overlap in purpose.

Naming Consistency5/5

All tools follow a consistent 'get_' prefix followed by a clear noun (e.g., get_company, get_events), making the pattern predictable and easy to navigate.

Tool Count5/5

With 7 tools, the server is well-scoped for its domain. Each tool adds distinct value without redundancy or excessive granularity.

Completeness4/5

Covers core EDGAR functionalities: company metadata, filings, events, financials, insider trading, ratios, and narrative sections. Minor gap: no direct search across all companies, but ticker-based access is sufficient.

Available Tools

7 tools
get_companyGet a company profileA
Read-onlyIdempotent
Inspect

CIK, legal name, SIC industry, fiscal-year end, exchanges and website for a ticker, resolved from SEC EDGAR submissions.

ParametersJSON Schema
NameRequiredDescriptionDefault
tickerYesUS stock ticker, e.g. 'AAPL'.
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and no destructiveness; description adds data source (SEC EDGAR) but no further behavioral context.

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

Conciseness5/5

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

Single sentence is concise, front-loaded, and conveys essential information without excess.

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?

For a simple retrieval tool with one parameter and good annotations, the description fully covers what the user needs to know.

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

Parameters3/5

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

Schema coverage is 100%; description does not add new information beyond the schema's description of 'ticker'.

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?

Description specifies a clear verb (get) and resource (company profile) listing specific attributes (CIK, legal name, SIC, etc.), and distinguishes from siblings like get_filings.

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

Usage Guidelines2/5

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

No guidance on when to use this tool versus alternatives like get_filings or get_fundamentals; sibling names are listed but no context provided.

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

get_eventsGet 8-K material eventsA
Read-onlyIdempotent
Inspect

8-K material events for a ticker as typed items (2.02 earnings, 5.02 executive change, 1.05 cybersecurity incident, 2.01 acquisition, etc.), each with a notable flag for the market-moving ones and a link to the filing.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoNumber of events, 1-100 (default 20).
tickerYesUS stock ticker, e.g. 'AAPL'.
notableNoOnly market-moving events (default false).
Behavior3/5

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

Annotations already indicate readOnlyHint, idempotentHint, and non-destructive nature. The description adds that events include a notable flag and filing link but does not elaborate on behavioral traits beyond what annotations provide, such as rate limits or authentication.

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

Conciseness5/5

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

The description is a single concise sentence that front-loads the purpose and key features, with no waste or redundancy.

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

Completeness4/5

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

For a retrieval tool with 3 parameters and no output schema, the description covers the key return elements (typed items, notable flag, filing link) and examples of event types. It lacks mention of default limit behavior, but that is in the schema. Overall fairly complete.

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

Parameters3/5

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

Schema coverage is 100% with parameter descriptions for ticker, limit, and notable. The description references the notable flag but does not add new semantics beyond the schema. Baseline score of 3 is appropriate.

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 retrieves 8-K material events for a ticker, specifying types (e.g., 2.02 earnings) and features (notable flag, filing link). It distinguishes itself from sibling tools like 'get_filings' and 'get_company' by focusing on events with typed details.

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

Usage Guidelines3/5

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

The description implies usage for retrieving 8-K events but does not explicitly state when to use this tool over alternatives, such as 'get_filings' for broader filings or 'get_sections' for specific sections. No exclusions or prerequisites are provided.

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

get_filingsGet recent SEC filingsA
Read-onlyIdempotent
Inspect

Recent SEC filings for a ticker (10-K/10-Q/8-K) with filing/report dates and document links.

ParametersJSON Schema
NameRequiredDescriptionDefault
formNoOptional form filter, e.g. '10-K', '10-Q', '8-K'.
limitNoNumber of filings to return, 1-100 (default 20).
tickerYesUS stock ticker, e.g. 'AAPL'.
Behavior3/5

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

Annotations already provide readOnlyHint, idempotentHint, etc. The description adds that the tool returns filing/report dates and document links, but doesn't disclose additional behaviors like pagination or rate limits beyond what annotations imply.

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

Conciseness5/5

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

The description is a single, front-loaded sentence with no waste. It efficiently conveys the tool's purpose and key details.

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

Completeness4/5

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

For a simple tool with rich annotations and full schema coverage, the description adequately covers purpose and output. While no output schema exists, the description hints at return content. Slightly more detail on default behavior could improve completeness.

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

Parameters3/5

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

Schema description coverage is 100% (all parameters described). The description does not add extra meaning beyond the schema, so baseline score of 3 is appropriate.

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 it retrieves recent SEC filings for a ticker, listing specific forms (10-K/10-Q/8-K) and output details (dates, document links), which distinguishes it from sibling tools like get_company or get_fundamentals.

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 implies usage for fetching recent filings by ticker, but lacks explicit when-to-use or when-not-to-use guidance. However, sibling tools have distinct purposes, making the context clear.

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

get_fundamentalsGet company financial statementsA
Read-onlyIdempotent
Inspect

Normalized income statement, balance sheet, and cash flow for a US-listed ticker, parsed from SEC EDGAR XBRL. Counts as one request on the Edgrapi plan.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoNumber of periods to return, 1-20 (default 5).
periodNoReporting period (default annual).
tickerYesUS stock ticker, e.g. 'AAPL'.
Behavior4/5

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

Annotations already declare readOnlyHint=true, idempotentHint=true, and destructiveHint=false. The description adds valuable context: data is 'normalized' and parsed from SEC EDGAR XBRL, and it counts as one request on the plan. These details inform the agent about data source and usage cost beyond the annotations.

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

Conciseness5/5

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

The description is two sentences long, front-loading the core purpose and data source, then adding a single operational detail. Every sentence adds value without redundancy or verbosity.

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

Completeness4/5

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

For a tool that returns financial statements, the description covers data source and normalization. It does not describe the return format or mention that multiple periods are returned (implied by the limit parameter). Slightly more detail about output structure would improve completeness, but it is adequate for a simple retrieval tool with good annotations.

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

Parameters3/5

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

The input schema has complete descriptions (100% coverage) for all three parameters. The description does not add extra meaning to the parameters beyond what the schema already provides. This meets the baseline but does not exceed it.

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 that the tool returns normalized income statement, balance sheet, and cash flow for a US-listed ticker from SEC EDGAR XBRL. The verb 'get' and resource 'fundamentals' make the purpose unambiguous, and it is naturally distinguished from sibling tools like get_ratios or get_filings.

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

Usage Guidelines3/5

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

The description does not explicitly state when to use this tool versus alternatives. It only describes what the tool returns, leaving the agent to infer usage context from sibling names. No when-not or exclusion criteria are provided.

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

get_insiderGet parsed insider transactionsA
Read-onlyIdempotent
Inspect

Parsed SEC Form 4 insider trades for a ticker: owner, role, transaction code (P open-market purchase, S sale, A award, M exercise, F tax withholding), shares, price, dollar value, and a 10b5-1 plan flag. Code P is the only own-money buy signal; A/M/F are automatic compensation.

ParametersJSON Schema
NameRequiredDescriptionDefault
limitNoNumber of filings, 1-100 (default 20).
tickerYesUS stock ticker, e.g. 'AAPL'.
Behavior5/5

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

Annotations already declare readOnlyHint, idempotentHint, and non-destructive behavior. The description complements this by detailing the returned fields and explaining transaction codes (e.g., P = own-money buy), adding value beyond annotations.

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

Conciseness5/5

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

Two sentences with no wasted words. The key information (what the tool does, fields returned, code meanings) is front-loaded and efficiently communicated.

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

Completeness4/5

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

Despite no output schema, the description explains the returned fields and code meanings, which is sufficient for a read-only data retrieval tool. It could mention pagination or date range but is adequate given the limit parameter.

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 100% (both parameters described), so baseline is 3. The description adds semantic value by explaining transaction codes and clarifying that ticker is a US stock ticker, slightly exceeding baseline.

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 it returns 'Parsed SEC Form 4 insider trades for a ticker' and lists specific fields. This distinguishes it from sibling tools like get_filings (raw filings) or get_company.

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 explains when to use it (to get insider trades) and adds context on transaction codes, noting that code P is the only own-money buy signal. It does not explicitly exclude alternatives, but the context is sufficient.

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

get_ratiosGet computed financial ratiosA
Read-onlyIdempotent
Inspect

Margins, returns (ROE/ROA), leverage and liquidity ratios for a ticker, derived from SEC EDGAR fundamentals. Price-based ratios (P/E, P/B) excluded.

ParametersJSON Schema
NameRequiredDescriptionDefault
tickerYesUS stock ticker, e.g. 'AAPL'.
Behavior4/5

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

Description adds value beyond annotations by specifying derivation from SEC EDGAR fundamentals and exclusion of price-based ratios. Annotations already declare readOnlyHint, idempotentHint, etc., and description aligns with them, no contradiction.

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

Conciseness5/5

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

Single sentence, front-loaded with key output categories, zero waste. Concise yet informative.

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?

Given the tool's simplicity (one param), rich annotations, and no output schema, the description provides adequate context about included and excluded ratios. No gaps for effective use.

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

Parameters3/5

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

Schema coverage is 100% with clear description for the single parameter (ticker). Description does not add further parameter details beyond schema, so baseline 3 is appropriate.

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?

Description clearly states the tool returns margins, returns (ROE/ROA), leverage, and liquidity ratios for a given ticker, excluding price-based ratios. This distinctively defines the resource and scope, differentiating it from siblings like get_fundamentals (raw data) and get_company.

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?

Description implicitly indicates use case (getting financial ratios for a ticker) but does not explicitly state when not to use or provide alternatives. However, sibling tool names allow inference; no exclusions provided.

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

get_sectionsGet 10-K/10-Q narrative sectionsA
Read-onlyIdempotent
Inspect

Narrative sections from the latest 10-K/10-Q as clean text — Risk Factors (item 1A), MD&A (item 7), Business (item 1), etc. Built for LLM/RAG equity research. Omit 'item' to list the available sections first.

ParametersJSON Schema
NameRequiredDescriptionDefault
formNoFiling type: '10-K' (default) or '10-Q'.
itemNoSection to fetch, e.g. '1A' (Risk Factors) or '7' (MD&A). Omit to list available sections.
tickerYesUS stock ticker, e.g. 'AAPL'.
Behavior4/5

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

Annotations already declare the tool as read-only, idempotent, and non-destructive. The description adds value by explaining the use case (LLM/RAG research) and the discovery behavior when 'item' is omitted, which is not captured in annotations.

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

Conciseness5/5

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

The description is extremely concise (two sentences), front-loads the core purpose, and includes a key usage instruction. Every sentence serves a purpose without unnecessary words.

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

Completeness4/5

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

The tool has no output schema, but the description adequately explains it returns 'clean text' of narrative sections. It covers the main functionality and discovery pattern. Minor missing details on error handling or formatting, but sufficient for a simple retrieval tool.

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

Parameters3/5

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

Schema coverage is 100% with clear parameter descriptions. The description does not add significant parameter-level details beyond the schema, except for the usage tip about omitting 'item'. Baseline of 3 is appropriate.

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 explicitly states the tool retrieves narrative sections (Risk Factors, MD&A, Business) from 10-K/10-Q filings as clean text, and distinguishes itself from sibling tools (e.g., get_company, get_filings) by specifying its purpose for LLM/RAG equity research.

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 a clear usage tip: 'Omit 'item' to list the available sections first,' guiding the agent on how to discover sections. However, it does not explicitly discuss when to use this tool versus alternatives or when not to use it.

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

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