edgar-filings
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| EDGAR_IDENTITY | Yes | Your name and real email address for SEC fair-access User-Agent, e.g. 'Your Name you@example.com' |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_trading_symbolsA | Every dei:TradingSymbol fact on a 10-K, plus the legacy entity_info ticker scalar. Use this when you need the common stock ticker versus preferred, notes, or dual-class symbols. ticker_or_cik: ticker like NVDA or a CIK. accession: optional 10-K accession; default is the latest 10-K. |
| get_segment_revenueA | Dimensioned XBRL revenue facts from the latest 10-K (product, business, geographic axes). This is filing data, not a consolidated income statement. ticker_or_cik: ticker like NVDA or a CIK. accession: optional 10-K accession; default is the latest 10-K. |
| get_form4B | Recent Form 4 insider filings: who, role, activity, and transaction lines. limit: 1-20 filings, newest first. P/S are open market; A/M/F are not. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 3 tools
Each tool targets a clearly distinct concern: trading symbols, segment revenue, and Form 4 insider filings. There is no overlap in purpose or output.
All tool names follow the same get_verb_noun pattern in snake_case, making the API predictable and easy to navigate.
Three tools is on the smaller side but still within a reasonable scope for a focused EDGAR utility server. Each tool earns its place, though the count feels slightly thin given the breadth of SEC filings.
The set covers only selected 10-K XBRL facts and Form 4 filings, leaving out major EDGAR capabilities like full financial statements, other form types, and company facts. Agents needing common SEC data beyond these three functions will likely hit dead ends.