filingrail-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| RAPIDAPI_KEY | Yes | Your RapidAPI key for Filingrail API |
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
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_companiesA | Search SEC-registered companies by ticker, CIK, or name fragment. Args: q: search term (e.g. "AAPL", "Apple", "320193") limit: max results (1-100, default 10) Returns: list of {cik, ticker, name, ...} |
| get_recent_filingsA | Get recent SEC filings, optionally filtered by form type or CIK. Args: form_type: filter by form (e.g. "10-K", "10-Q", "8-K", "4", "13F-HR") cik: filter by company CIK limit: max results (1-500, default 25) Returns: list of filings, newest first |
| get_financialsA | Get latest XBRL-normalized financial statements (balance sheet, income, cash flow). Args: ticker_or_cik: company ticker (e.g. "AAPL") or CIK (e.g. "320193") limit: number of statements to return (1-50, default 4) Returns: {statements: [{statement_type, period_end, line_items: {total_assets, revenue, ...}}], source_filing_url} |
| get_financials_historyA | Get historical quarterly or annual financial-statement series. Args: ticker_or_cik: company ticker or CIK period: "Q" (quarterly) or "A" (annual), default Q limit: max periods (1-100, default 12) statement_type: filter to one of "balance_sheet" / "income_statement" / "cash_flow" line_item: filter to a single line-item key (e.g. "revenue", "total_assets") Returns: list of statements oldest-to-newest |
| get_insider_tradesA | Get insider transactions (Form 4) for a company. Args: ticker_or_cik: company ticker or CIK since: ISO date (YYYY-MM-DD) — only trades on or after this date limit: max trades (1-500, default 25) Returns: list of trades — insider_name, transaction_date, code, shares, price, USD value, plus filing_url: a direct link to the Form 4 on sec.gov that the trade came from, so any figure can be verified against the original filing. |
| get_8k_eventsB | Get 8-K material events with SEC item codes for a company. Args: ticker_or_cik: company ticker or CIK since: ISO date — only events on or after this date limit: max events (1-200, default 10) Returns: list of events — event_date, item_codes (e.g. ["5.02", "9.01"]), descriptions, plus filing_url: a direct link to the 8-K on sec.gov that the event came from, so the event can be read in full rather than taken on trust. |
| get_13f_holdingsA | Get 13F-HR institutional holdings for an investment manager. Args: institution_cik: institution's CIK (e.g. 1067983 for Berkshire Hathaway) quarter: YYYY-Qn format (e.g. "2026-Q1"), default latest limit: max holdings (1-5000, default 100) Returns: list of holdings — issuer_name, CUSIP, value_usd, shares, plus filing_url: a direct link to the 13F-HR on sec.gov that the position came from, so each holding can be traced to the quarter's filing it was reported in. |
| healthA | Check Filingrail API health. Returns {status: 'ok'} if live. |
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 8 tools
Each tool maps to a distinct SEC filing type or resource (financials, Form 4, 8-K, 13F, filings). The only mild overlap is get_financials vs get_financials_history, but the former returns a latest snapshot and the latter a filterable time series, so the descriptions keep them separable.
Nearly all tools use a consistent get_<resource> snake_case pattern, with search_companies as a readable verb_noun variant. health is the lone outlier lacking a verb prefix, but it is self-evident as a healthcheck.
Eight tools is well-scoped for an SEC filings data API, with each tool covering a distinct data type and no redundant entries. The single health tool is a minor but justifiable addition.
Core SEC datasets are covered: filings, XBRL financials (latest + history), insider trades, 8-K events, 13F holdings, and company search. Gaps remain for proxy statements (DEF 14A), ownership forms (13D/13G), and full-text filing search, but these are minor for typical workflows.