Edgar Company Concept
edgar_company_conceptAUTHORITATIVE historical financials for any US public company. Source: SEC XBRL filings (the official numbers companies file, not third-party scrapes). Send the company as cik — that argument takes a TICKER ("AAPL") or a CIK ("320193"), and ticker / ticker_or_cik are accepted as aliases for it — plus the metric as concept (alias metric), which takes a friendly name: Revenue, NetIncomeLoss, Cash, LongTermDebt, EarningsPerShareDiluted. The tool resolves the right XBRL tag for that filer (post-ASC-606 companies use RevenueFromContractWithCustomerExcludingAssessedTax instead of "Revenues", etc.). Returns both ANNUAL (10-K) and QUARTERLY (10-Q) values by default, each labeled with fiscal_period and form, newest first, PLUS a latest field holding the single freshest data point. Every row also carries period_start/period_end/duration_days so the window a value covers is never ambiguous. Q4 rows are DERIVED (FY minus Q1-Q3, marked derived:true) because SEC filers never report a standalone Q4 fact — so "revenue Q4 2024" questions are answerable directly from values. CASH-FLOW-STATEMENT concepts (OperatingCashFlow, Capex and siblings) are filed CUMULATIVELY by most filers — a 10-Q's six-month figure is reported under the SAME period label the discrete quarter would use. Those rows are labeled fiscal_period "H1" (six months) or "9M" (nine months) with ytd:true, never "Q2"/"Q3" bare, and a discrete-quarter sibling (derived:true, e.g. Q2 = H1 minus Q1) is added alongside so "capex Q2" is still answerable without presenting the six-month total as a quarter. Income-statement lines (Revenue, NetIncomeLoss) are usually filed quarter-only already and are unaffected. For one specific period, pass fiscal_year and/or fiscal_period as ARGUMENTS and the values array comes back filtered to it (they are also the names of the fields on each returned row, which is what to match on if you ask for every period instead); do not default to latest for a period question. Use latest for point-in-time metrics like cash, runway, and debt — it is the newest 10-Q when one is more recent than the last 10-K, so a stale annual figure never masks a newer quarter; for a YTD-shaped concept, latest prefers the discrete derived quarter over the as-filed cumulative figure, so it is never silently a 2-3x-too-large number. Use for "what was AAPL's revenue in 2024", "NVDA's latest cash position", "show me long-term debt trend", anything where you need the SEC-filed number rather than an estimate.
Example tool call
This call uses example arguments supplied in the tool’s input schema.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"cik": "320193",
"concept": "Revenue"
},
"name": "edgar_company_concept"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | No | REQUIRED (or one of its aliases `ticker` / `ticker_or_cik`). Ticker (e.g., "AAPL") or CIK number (e.g., "320193"). Tickers are auto-resolved. | |
| metric | No | Alias for `concept` — the word this tool's own description uses for the thing you are asking about. | |
| period | No | Which reporting periods to return: "all" (default — annual 10-K + quarterly 10-Q), "annual" (10-K/20-F/40-F only), or "quarterly" (10-Q only). Point-in-time metrics (cash/runway/debt) usually want the default so the freshest quarter is included; use "annual" for clean year-over-year trends. | |
| ticker | No | Alias for `cik` — same thing, a ticker or a CIK. Declared because sibling SEC tools name this argument differently (edgar_fund_holdings uses `ticker`, edgar_company_filings uses `ticker_or_cik`) and a caller filling arguments from prose reaches for whichever it read; all three spellings work here. | |
| concept | No | REQUIRED (alias `metric`). Metric name. Common: "Revenue" / "Revenues", "NetIncomeLoss", "Cash", "Assets", "Liabilities", "StockholdersEquity", "EarningsPerShareDiluted", "LongTermDebt", "SharesOutstanding" (newest cover-page count, dei), "Capex", "OperatingCashFlow", "ResearchAndDevelopment", "SGA", "CostOfRevenue", "DilutedShares", "PublicFloat". Exact us-gaap or dei tag names also work. | |
| fiscal_year | No | Optional filter: return only rows for this fiscal year, e.g. "2024". This is the filer's OWN fiscal year label (NVDA's FY2024 ended Jan 2024), not a calendar year. Unmatched years are reported with the years that ARE available rather than as an empty result. | |
| fiscal_period | No | Optional filter: return only rows for this period within the fiscal year — "FY" (annual), "Q1", "Q2", "Q3", "Q4" (derived: FY minus Q1-Q3), "H1" (six-month year-to-date, cash-flow-statement concepts only), or "9M" (nine-month year-to-date). Combine with fiscal_year for a single figure. Asking for "Q2"/"Q3" on a concept this filer reports cumulatively returns the DERIVED discrete quarter, not the H1/9M total. | |
| ticker_or_cik | No | Alias for `cik` — the spelling used by edgar_company_filings, edgar_insider_transactions and edgar_product_revenue. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| cik | Yes | Company CIK number | |
| label | Yes | Human-readable concept label | |
| concept | Yes | US-GAAP concept tag name | |
| description | Yes | Detailed concept description | |
| company_name | Yes | Official company name | |
| annual_values | Yes | Annual values sorted by fiscal year descending |