Search SEC filings
search_sec_filingsSearch SEC EDGAR filings of mortgage-related public companies (lenders, servicers, mortgage REITs, insurers, GSEs) that mtgmon has summarized. Newest filing date first.
Use for: finding a company's 10-K, 10-Q, 8-K, or other filings by ticker, CIK, form type, keyword, or date window, and getting the filing_id to pass to get_sec_filing. Do not use for: full filing text (only summaries are stored) or companies outside the mortgage sector.
Returns data.filings (at most limit rows of {filing_id, accession_number, filer_cik, form, filing_date, company_name, description, summary_status, summary_excerpt, summary_created_at, edgar_url}) and data.next_cursor (pass back as cursor for the next page; null when exhausted; meta.truncated is true when more pages exist). Only filings whose summary processing finished are listed; summaries are machine-generated and should be checked against edgar_url.
Behavior: read-only, no auth or API key, no PII, idempotent and safe to retry. The public endpoint https://mtgmon.com/mcp allows about 60 requests/min and 250 tool calls/day per client IP. Result shape is {data, meta}; meta carries available, as_of, source_scope, weighting, units, cache_status, caveats, and truncated. If meta.available is false, never report it as zero: retry after a few seconds only when meta.cache_status is 'miss' (warming); otherwise report the data as unavailable.
Tool call template
This tool declares no required parameters. Add optional parameters from the input schema as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {},
"name": "search_sec_filings"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | No | SEC Central Index Key of the filer, digits only, e.g. '1805284'. Empty (default) = any filer. | |
| form | No | SEC form type, e.g. '10-K', '10-Q', '8-K', 'S-1', 'DEF 14A'. Case-insensitive. Empty (default) = all forms. | |
| limit | No | Maximum filings per page, 1-25 (default 10). | |
| query | No | Free-text keyword search over company name and summary text, e.g. 'servicing portfolio sale'. Empty (default) = no text filter. | |
| cursor | No | Opaque pagination token copied from a previous result's data.next_cursor. Empty (default) = first page. | |
| ticker | No | Stock ticker of the filer, e.g. 'RKT', 'UWMC', 'PFSI'. Case-insensitive; retired symbols such as 'GHIV' also match. Empty (default) = any. | |
| to_date | No | Latest filing date, ISO YYYY-MM-DD; must not be before from_date. Default: no upper bound. | |
| from_date | No | Earliest filing date, ISO YYYY-MM-DD. Default: no lower bound. | |
| summary_status | No | '' (default: all), 'summarized' (a machine summary exists), or 'unavailable' (summary could not be produced). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| data | No | ||
| meta | Yes |