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 or 10-Q, 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 filing accession; default is the latest of |
| get_segment_revenueA | Dimensioned XBRL revenue facts from a 10-K or 10-Q (product, business, geographic axes). This is filing data, not a consolidated income statement.
ticker_or_cik: ticker like NVDA or a CIK.
accession: optional filing accession; default is the latest of |
| get_bdc_nonaccrualA | Non-accrual investments from a BDC 10-K or 10-Q, cited to the filing. Use this instead of guessing private-credit quality. ticker_or_cik must be an SEC BDC (814- filer) such as ARCC. Operating companies like NVDA raise. Non-accrual is the filer's tagged status, not Fitch PCDR and not PIK. |
| get_form4A | Recent Form 4 insider filings: who, role, activity, and transaction lines. limit: 1-20 filings, newest first. P/S are open_market true; A/M/F are false. |
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 4 tools
Each tool targets a distinct data type: trading symbols, segment revenue, BDC non-accrual status, and Form 4 insider filings. There is no overlap in purpose or output, so an agent can reliably select the correct tool.
All four tools follow the consistent 'get_' prefix followed by a descriptive noun phrase (trading_symbols, segment_revenue, bdc_nonaccrual, form4). The naming pattern is predictable and uniform.
Four tools is a modest but reasonable number for a focused EDGAR data extraction server. Each tool addresses a specific analytical need, and the scope does not feel inflated; however, a few more supporting tools could round it out slightly.
The tool set covers a few specialized extractors (symbols, segment revenue, BDC non-accrual, Form 4) but misses obvious core EDGAR operations like retrieving standard financial statements (balance sheet, income statement) or general filing search. The selection feels arbitrary and leaves significant gaps for a server claiming to cover 'edgar-filings'.