agentladle/mcp-sec
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SEC_EMAIL | Yes | Your email address required by SEC for User-Agent header. |
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 |
|---|---|
| download_sec_reportA | Download a SEC report from EDGAR for the specified company, form type, and report date. For 6-K/8-K, also downloads HTML exhibits by default (PDF exhibits are skipped, not parsed). Args: ticker: Stock ticker symbol, e.g. "AAPL" form: Report type, e.g. "10-K", "10-Q", "20-F", "6-K", "8-K", "40-F" report_date: Report date (fiscal period end date) or fiscal year, e.g. "2023" or "2025-01-31" include_exhibits: Whether to download HTML exhibits. Default: true for 6-K/8-K, false otherwise. PDF exhibits are never parsed. |
| parse_sec_reportA | Parse a downloaded HTML report (and HTML exhibits, if present) into a page-split JSON file. Typically called immediately after download_sec_report completes. Args: ticker: Stock ticker symbol, e.g. "AAPL" form: Report type, e.g. "10-K", "10-Q", "6-K", "8-K" report_date: Report date (fiscal period end date), e.g. "2025-01-31" |
| keyword_searchA | Search parsed reports by keyword full-text search, results sorted by relevance (TF). Uses word-boundary matching for precise results. User: "Did Tesla mention self-driving risks?" -> keywords=["self-driving", "autonomous", "FSD", "risk", "liability"], match_mode="ANY" Args: ticker: Stock ticker symbol form: Report type report_date: Report date (fiscal period end date) keywords: 1-5 search keywords match_mode: "ANY" (any match) or "ALL" (all must match), default ANY max_results: Maximum number of matching snippets to return, default 5 |
| get_report_pagesA | Retrieve full page content for a range of pages from a report. Args: ticker: Stock ticker symbol form: Report type report_date: Report date (fiscal period end date) start_page: Starting page number (1-based) page_count: Number of consecutive pages to return, default 3, max 5 |
| get_report_tocA | Retrieve the Table of Contents of a report. Also returns structured section metadata (Item numbers and page locations) if available. Args: ticker: Stock ticker symbol form: Report type report_date: Report date (fiscal period end date) |
| list_sec_filingsA | List available SEC filings for a company. User: "Give me Microsoft's latest 10-K details." -> Use list_sec_filings to find the most recent report_date, then proceed. Args: ticker: Stock ticker, e.g. "AAPL" form: Filing type filter, e.g. "10-K". Omit to list all financial report types. limit: Max number of filings to return, default 5, max 20 |
| lookup_ticker_cikA | Look up the SEC CIK mapping for a ticker symbol. Diagnostic / recovery tool. Args: ticker: Stock ticker symbol, e.g. "BABA" refresh: Force re-download of company_tickers.json from SEC (default: 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 7 tools
Each tool targets a distinct stage of the SEC report lifecycle: discovery (list_sec_filings, lookup_ticker_cik), acquisition (download_sec_report), processing (parse_sec_report), and content access (keyword_search, get_report_pages, get_report_toc). The detailed strategy notes explicitly separate search vs. page reading vs. TOC retrieval, so an agent can reliably select the right tool.
Six of seven tools follow a clear verb_noun pattern (download_, parse_, get_, list_, lookup_), but keyword_search breaks the convention by leading with a noun/modifier instead of a verb (e.g., search_keywords would be consistent). Overall the pattern is still predictable and readable.
Seven tools is well-scoped for the server's purpose: a complete pipeline from ticker resolution to full-text search and page retrieval. Each tool covers a distinct function without redundancy, and the count sits comfortably in the ideal 3-15 range.
The tooling covers the full lifecycle of SEC report analysis: listing available filings, resolving tickers, downloading, parsing, searching, navigating via TOC, and reading specific page ranges. There are no obvious dead ends; the explicit fallback flow from error-prone tools to download/parse/lookup ensures agents can recover.