SEC filings and financials
Scored across 2 tools
The two tools have clearly distinct purposes: one lists recent filings metadata and the other returns XBRL financial statement data. Descriptions explicitly disclaim out-of-scope uses, so an agent can easily choose correctly.
Both names follow a verb_noun pattern (find_latest_filings, get_company_financials), though the verbs differ (find vs get) and 'latest' adds a modifier to one. Still readable and predictable.
Only two tools, which is thin for a filings data server; a ticker/CIK lookup or document retrieval tool would round it out. Each tool is meaningful, but the surface feels minimal.
Core workflows—recent filings and annual/quarterly financials—are covered, but there is no company/ticker resolution, full-text EDGAR search, filing document fetch, or ownership/insider form coverage. Agents hitting those needs will dead-end.
Use this when the user wants the latest SEC filings or EDGAR search results for a US public company, for example the latest 10-Q, 8-K filings, or a 10-K. Reads live SEC EDGAR submissions data and returns each filing's form, filing date, report date, description and a link to the document on sec.gov. Returns the 1,000 most recent submissions held by EDGAR's API; older filings are not included. Do not use for share prices, insider trading analysis, or investment advice.
Inputs: company (required), forms, limit. Returns: cik, count, forms, notes, +7 more
Use this when the user wants company financials or revenue history from SEC filings for a US public company, for example 10-K revenue, net income by year, or a financial statements download. Reads live SEC EDGAR XBRL data and returns revenue, net income, total assets, liabilities, cash, operating cash flow and diluted EPS per annual or quarterly period, with year-over-year growth, plus CSV and XLSX files. Values are as reported, not adjusted; some filers use other concepts, which show 'not reported'. Do not use for share prices, forecasts, or investment advice.
Inputs: company (required), years, period. Returns: cik, notes, query, years, +15 more
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SEC filings, insider trades, and earnings data
SEC filings, company financials, holdings, earnings calls, stock prices, options and macro data.
SEC filings, financial statements, metrics, insider and institutional holdings as structured data
Research U.S. public companies from their SEC filings: financials, XBRL facts and filing text.
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