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filings

by global.rootz.origin
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Server Details

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

If you are the author of this connector, you can claim ownership by verifying the domain or GitHub account it belongs to. Claimed connector authors can inspect health checks, view analytics, and manage their listing.
Status
Healthy
Uptime
90.9% over the last 24 hours
Last Tested
Transport
Streamable HTTP · MCP 2025-03-26
URL
Repository
rootz-global/mcp-servers
GitHub Stars
0
ChatGPT
–
Claude
–

TDQS

A3.7/5.0

Scored across 9 tools

Disambiguation5/5

Each tool has a clearly distinct purpose: company lookup, digest, enrollment, filings index, person career, profile, search, timeline, and transcripts. No overlap in functionality.

Naming Consistency5/5

All tools follow a consistent 'origin_' prefix followed by a descriptive word. The naming pattern is predictable and uniform across the set.

Tool Count5/5

9 tools is appropriate for a filings and company research server. It covers core functionalities without being overwhelming or sparse.

Completeness5/5

The tool set covers the full domain of company research: lookup, profile, filings, transcripts, timeline, person career, cross-company search, digest, and user enrollment. No obvious gaps.

Available Tools

9 tools
origin_companyAInspect

Look up a US public company by ticker. SEC-verified, ~200 tokens. Use this FIRST for any company query.

Inputs: ticker (required).

origin_digestAInspect

Get the latest research digest for an enrolled user. Returns filing signals, recent facts, stock quotes, and AI agent interest levels for their watched companies. Use this to brief a user on their portfolio.

Inputs: email (required).

origin_engageAInspect

Enroll a user for company research briefings. The user provides their email and tickers to watch. They get weekly or daily digests with filing signals, earnings facts, and AI interest data. Use this when a user says they want to track companies or get regular updates.

Inputs: email (required), tickers (required), frequency.

origin_filingsCInspect

SEC filing index with EDGAR links.

Inputs: ticker (required), form.

origin_personBInspect

Career path across US public companies.

Inputs: name (required).

origin_profileCInspect

Full company profile: people, products, partnerships. ~800 tokens.

Inputs: ticker (required).

origin_searchCInspect

Cross-company search by keyword, technology, or person.

Inputs: query (required).

origin_timelineCInspect

Quarter-by-quarter history from SEC filings. ~2000 tokens.

Inputs: ticker (required).

origin_transcriptsAInspect

Search earnings call transcripts. Query by topic (ai, trusted_computing, blockchain, data_center, etc.), company ticker, or free text. Returns extracted facts, speakers, and metrics from earnings calls.

Inputs: q, first, topic, ticker.

Tool Schema Changelog

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