Verilex Data

Instructions

Implementation Reference

• src/tools/sec.ts:41-82 (registration)

  Registration of the 'search_sec_filings' tool including title, description, and input schema.

  server.registerTool(
    "search_sec_filings",
    {
      title: "Search SEC Filings",
      description:
        "Search SEC EDGAR filings by CIK number, form type (10-K, 10-Q, 8-K, etc.), " +
        "company name, and date range. Returns filing metadata including accession number, " +
        "filing date, and document URLs. Source: SEC EDGAR, updated every 15 minutes.",
      inputSchema: {
        cik: z
          .string()
          .optional()
          .describe(
            "Central Index Key — SEC's unique company identifier (e.g. 0001652044 for Alphabet)",
          ),
        form_type: z
          .string()
          .optional()
          .describe(
            "SEC form type (e.g. 10-K, 10-Q, 8-K, S-1, DEF 14A). Case-insensitive.",
          ),
        company_name: z
          .string()
          .optional()
          .describe("Company name to search for (partial match)"),
        date_from: z
          .string()
          .optional()
          .describe("Start date for filing date range (YYYY-MM-DD)"),
        date_to: z
          .string()
          .optional()
          .describe("End date for filing date range (YYYY-MM-DD)"),
        limit: z
          .number()
          .int()
          .min(1)
          .max(100)
          .optional()
          .describe("Maximum number of results (default 25, max 100)"),
      },
    },

• src/tools/sec.ts:83-113 (handler)

  Handler function for 'search_sec_filings' which calls the SEC filings API.

    async ({ cik, form_type, company_name, date_from, date_to, limit }) => {
      const res = await apiGet<SecFilingsResponse>("/api/v1/sec/filings", {
        cik,
        form_type,
        company_name,
        date_from,
        date_to,
        limit: limit ?? 25,
      });
  
      if (!res.ok) {
        return {
          content: [
            {
              type: "text" as const,
              text: `API error (${res.status}): ${JSON.stringify(res.data)}`,
            },
          ],
          isError: true,
        };
      }
  
      const { count, data } = res.data;
      const summary = `Found ${count} SEC filing(s).`;
      const json = JSON.stringify(data, null, 2);
  
      return {
        content: [{ type: "text" as const, text: `${summary}\n\n${json}` }],
      };
    },
  );