Skip to main content
Glama

Sec Financial Statements

Server Details

SEC Financial Statement & Notes data sets — dimensional facts + note text.

The last two health checks of this connector failed. If this server requires authentication, missing or expired test credentials may be the cause. A test profile lets Glama authenticate for health checks and discover tools; it is separate from your personal connections.

If you are the author, claim ownership, then add or update a test profile under Admin → Test Profile.

Status
Unhealthy
Uptime
0.3% over 23 days
Last Tested
Transport
Streamable HTTP
URL
Repository
pipeworx-io/mcp-sec-financial-statements
GitHub Stars
0
Server Listing
sec-financial-statements

TDQS

A3.8/5.0

Scored across 44 tools

Disambiguation2/5

The surface contains several near-duplicate meta-tools: ask_pipeworx, ask_pipeworx_beta, and ask_pipeworx_grounded are three routers with the same routing contract, and several agent-driven SEC tools (company_facts, company_financial_facts, note_text_search, tag_cross_company_screen) require careful reading to distinguish. Tools also span many unrelated domains (SEC, Polymarket, weather, npm, AI marketing), so an agent can easily misselect.

Naming Consistency3/5

Consistent verb_noun snake_case for most names (compare_entities, resolve_entity, list_subscriptions, generate_llms_txt), but the meta-tool family mixes a verb phrase (ask_pipeworx, ask_pipeworx_grounded) with _beta suffixing and multiple domains. Readable but not one uniform pattern.

Tool Count2/5

44 tools is heavy for what is nominally a financial-statements server, and a large share (Polymarket betting, Kalshi weather, npm dependency scanning, AI visibility) is off-domain. Beta and grounded variants of the same router add redundancy without distinct capability.

Completeness3/5

The SEC/XBRL side is genuinely deep (period-precise facts, dimensioned facts, note text search, cross-company tag screens, coverage check). But the tool set as a whole is a grab bag with obvious holes for its advertised macro markets/agent scope, and some operations (e.g. writing/subscribing workflows) depend on out-of-band dashboard state.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

  1. 7 tool updates
    • Addedarchive_compare
    • Addedarchive_evidence
    • Changedask_pipeworx1 field changed
      • addedInput schema / properties / packs
        Added value: +{
        +  "description": "OPTIONAL. Restrict routing to these pack slugs (e.g. [\"sec-form-d\",\"sec-13f\"]) — the router then picks only from tools in those packs. Omit for the default full-catalog routing. Slugs come from list_packs / search_packs / https://pipeworx.io/directory; unlisted or unknown slugs are ignored and named in _meta.pack_scope.ignored, and if none of them resolves the question is routed across the whole catalog with _meta.pack_scope.full_catalog:true (never an empty answer).",
        +  "items": {
        +    "type": "string"
        +  },
        +  "type": "array"
        +}
    • Changedask_pipeworx_beta1 field changed
      • addedInput schema / properties / packs
        Added value: +{
        +  "description": "OPTIONAL. Restrict routing to these pack slugs (e.g. [\"sec-form-d\",\"sec-13f\"]) — the router then picks only from tools in those packs. Omit for the default full-catalog routing. Slugs come from list_packs / search_packs / https://pipeworx.io/directory; unlisted or unknown slugs are ignored and named in _meta.pack_scope.ignored, and if none of them resolves the question is routed across the whole catalog with _meta.pack_scope.full_catalog:true (never an empty answer).",
        +  "items": {
        +    "type": "string"
        +  },
        +  "type": "array"
        +}
    • Addedclassify_row
    • Addedresearch_row
    • Changedsubscribe2 fields changed
      • changedInput schema / properties / params / description
        Previous value: -"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"}. clinical_trial: {sponsor?:\"Pfizer\", condition?:\"lung cancer\", phase?:\"PHASE3\"} (sponsor or condition required)."New value: +"Type-specific filter. sec_8k: {ticker:\"AAPL\", items?:[\"5.02\",\"1.01\"]}. polymarket_edge: {topic:\"fed\", min_spread_bps?:500}. fred_series: {series_id:\"UNRATE\"}. patent_grant: {applicant:\"Apple Inc.\"}. clinical_trial: {sponsor?:\"Pfizer\", condition?:\"lung cancer\", phase?:\"PHASE3\"} (sponsor or condition required). form_d: {state?:\"CA\", industry?:\"Biotechnology\", min_amount?:500000, exemption?:\"06B\"} (all optional — omit all to watch every new Form D nationwide). news_keyword: {query:\"\\\"semiconductor sanctions\\\"\", lang?:\"eng\", domains?:[\"reuters.com\"]} (query required). job_post: EITHER {ats:\"greenhouse\", board_token:\"acme\"} (exact board) OR {domain:\"acme.com\"} (auto-detected), plus optional title_query/location_query substrings. tool_diff: {tool:\"form5500\", args?:{...}, fields:[\"headcount\"], schedule:\"daily\"} — re-runs that tool on schedule and fires when the named fields change; tool must be read-only and not need a Pipeworx-held platform key; schedule \"hourly\" needs the paid tier. new_entity: {state:\"CO\", name_query?:\"dental\", entity_type?:\"limited liability\"} — state is required and must be one of FL, NY, CO, OR, CT, TX, PA. Unknown keys in form_d/news_keyword/job_post/tool_diff/new_entity params are rejected at subscribe time."
      • changedInput schema / properties / type / enum
        Previous value: -[
        -  "sec_8k",
        -  "polymarket_edge",
        -  "fred_series",
        -  "patent_grant",
        -  "clinical_trial"
        -]New value: +[
        +  "sec_8k",
        +  "polymarket_edge",
        +  "fred_series",
        +  "patent_grant",
        +  "clinical_trial",
        +  "form_d",
        +  "news_keyword",
        +  "job_post",
        +  "tool_diff",
        +  "new_entity"
        +]
  2. 40 tool updates
    • First observedai_visibility_check
    • First observedask_pipeworx
    • First observedask_pipeworx_beta
    • First observedask_pipeworx_grounded
    • First observedbet_research
    • First observedcompany_facts
    • First observedcompany_financial_facts
    • First observedcompare_entities
    • First observeddeep_research
    • First observeddiscover_tools
    • First observedentity_profile
    • First observedforget
    • First observedfsn_coverage
    • First observedgenerate_llms_txt
    • First observedkalshi_weather_edge
    • First observedlist_subscriptions
    • First observednote_text_search
    • First observedpipeworx_feedback
    • First observedpipeworx_trending
    • First observedpolymarket_arbitrage
    • First observedpolymarket_edge_tracker
    • First observedpolymarket_edges
    • First observedpolymarket_fill_risk
    • First observedpolymarket_kalshi_spread
    • First observedrecall
    • First observedrecent_alerts
    • First observedrecent_changes
    • First observedrelease_calendar_markets
    • First observedremember
    • First observedresolution_audit
    • First observedresolution_diff
    • First observedresolve_entity
    • First observedscan_competitor_ai_presence
    • First observedscan_dependency
    • First observedsearch_within
    • First observedsubscribe
    • First observedsuggest_questions
    • First observedtag_cross_company_screen
    • First observedunsubscribe
    • First observedvalidate_claim

Related MCP Connectors

Related MCP Servers

  • A
    license
    B
    quality
    D
    maintenance
    Enables comprehensive access to SEC EDGAR filings, allowing users to search companies, retrieve financial statements, and analyze dimensional XBRL data including revenue breakdowns by geography, business segments, and product lines.
    1
    3
    MIT
  • A
    license
    A
    quality
    C
    maintenance
    Standardizes XBRL financial data from US SEC and European ESEF filings for LLM agents, enabling querying normalized financial facts like revenue and total assets across issuers and taxonomies.
    21
    52 PyPI
    Apache 2.0
  • A
    license
    Not graded
    quality
    B
    maintenance
    SEC-filed financial statements back to 1985 for US-listed companies, plus global coverage, every number cited to its filing with an accession number. 59 tools for income statements, balance sheets, cash flow, growth rates, valuation (DCF, reverse DCF, comparables, fair-value range), SEC filing and earnings-call search, supply chains, 13F holders, options positioning and thesis monitoring.
    MIT
  • -
    license
    Not graded
    quality
    Not graded
    maintenance
    Enables deep analysis of SEC EDGAR filings through universal company search, document content extraction, and advanced filing search capabilities. Provides AI-ready access to business descriptions, risk factors, financial statements, and full-text search across any public company's SEC documents.
    -
Try in Browser

Glama MCP Gateway

Add one secure layer between your agents and this server.