Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_companies | Search for companies by name or ticker to find their CIK (Central Index Key). Returns matching companies with CIK, ticker, and name. |
| get_company_filings | Get recent SEC filings for a company. Returns 10-K, 10-Q, 8-K, and other filing types with dates and links. |
| get_company_facts | Get all XBRL financial facts for a company. Returns revenues, assets, liabilities, and other financial metrics from filings. |
| get_financial_metric | Get a specific financial metric's history for a company (e.g., Revenue, Assets, NetIncome over multiple years). |
| get_industry_metric | Get a financial metric aggregated across all companies for a specific period. Useful for industry comparisons. |
| list_common_metrics | List commonly used XBRL financial metrics with their tags. Helpful for finding the right metric name. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |