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Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
SEC_USER_AGENTYesThe SEC requires automated clients to identify themselves with a contact email in the User-Agent header. This server refuses to start without this variable. Format: 'Your Name you@example.com'

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": false
}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
sec_edgar_get_company_profileA

Resolves a ticker symbol to the company's SEC identity: CIK, official registrant name, industry classification and fiscal year end. Usually the first tool to call, since the other tools key off the company.

sec_edgar_list_filingsA

Lists a company's most recent SEC filings with links to the primary document. Pass form_type to restrict to one kind of filing, e.g. '10-K' for annual reports or '10-Q' for quarterly reports.

sec_edgar_get_concept_seriesA

Returns the reported time series for one financial concept (revenue, net income, total assets, ...). Use this for trend and ratio analysis. The most reliable way to call it is with one of THESE ALIASES: capex, cash, eps_diluted, gross_profit, net_income, operating_cash_flow, operating_income, revenue, rnd_expense, stockholders_equity, total_assets, total_liabilities. An alias merges every US-GAAP tag the company has used for that concept over time, so history is not silently truncated when a company switches tags after an accounting standard change. A raw US-GAAP tag is also accepted. If nothing is found, the error message explains how to proceed.

sec_edgar_list_available_conceptsA

Lists the US-GAAP tags a company actually reports to the SEC. Call this when sec_edgar_get_concept_series cannot find a concept: the returned 'tag' values can be passed straight back into that tool. Narrow the result with search (case-insensitive substring match on tag and label). Results are ordered by how many data points each tag has, so the company's primary line items come first.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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