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MakAcp

SEC EDGAR MCP Server

by MakAcp

edgar_read

Read text content of specific sections from SEC filings, including risk factors, MD&A, and financial tables. Works with forms like 10-K, 8-K, and DEF 14A.

Instructions

Use this to read the text content of specific sections from a filing. Extracts narrative content like risk factors, MD&A, business descriptions, financial tables, and event items.

Use edgar_filing first to identify a filing, then edgar_read to extract its content.

Available sections by form type:

  • 10-K/10-Q: business, risk_factors, mda, financials, controls, legal

  • 20-F: business, risk_factors, mda, financials, directors, shareholders, controls

  • 8-K: items, press_release, earnings

  • DEF 14A: compensation, pay_performance, governance

  • SC 13D/13G: ownership, purpose

  • 13F-HR: holdings, summary

Examples:

  • Read risk factors: identifier="AAPL", form="10-K", sections=["risk_factors"]

  • Read 8-K event: identifier="AAPL", form="8-K", sections=["items"]

  • Read CEO pay: identifier="AAPL", form="DEF 14A", sections=["compensation"]

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
formNoForm type (used with identifier to get most recent)
sectionsNoSections to extract. Use 'summary' for metadata only, 'all' for everything. Available sections depend on form type.
identifierNoCompany identifier (alternative - gets most recent filing of form type)
accession_numberNoFiling accession number (e.g., 0000320193-23-000077)
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden. It explains the tool extracts narrative content and lists available sections per form type. It implies read-only behavior but does not detail edge cases like conflicting parameters or output format.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is concise, well-structured with bullet points and examples. Each sentence adds value, and the most critical information is front-loaded.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no output schema and no annotations, the description covers the workflow, section availability, and examples. It lacks clarification on behavior when both identifier and accession_number are provided, and does not describe the return format. Overall, it is fairly complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so the baseline is 3. The description adds significant value by providing a detailed list of available sections per form type, usage guidance for identifier vs accession_number, and examples that clarify param combinations.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool reads text content of specific sections from a filing, distinguishing it from siblings like edgar_filing (which identifies filings) and edgar_text_search (which searches text). It provides a specific verb and resource, and includes form-specific section lists.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly instructs to use edgar_filing first to identify a filing before using edgar_read, and provides examples for different forms. It does not explicitly state when not to use it, but the context is clear.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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