Filings Intel MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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 | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| company_lookupA | Resolve a stock ticker or company name to its SEC identity: CIK number, official name, ticker(s), exchange(s), industry (SIC), and fiscal year end. Start here before other Filings Intel calls. |
| recent_filingsA | List a company's most recent SEC filings (10-K annual reports, 10-Q quarterly, 8-K material events, S-1 IPO registrations, etc.) with filing dates and direct document links. Optionally filter by form type. |
| filing_searchA | Full-text search across all EDGAR filings for a keyword or phrase (e.g. a risk factor, product name, or executive). Returns matching filings with company, form type, and date. Optionally restrict to a form type. |
| financialsA | Get reported financial facts for a company from XBRL data in its filings: revenue, net income, total assets, liabilities, equity, EPS, and cash — most recent reported values, or the full history of one specific us-gaap concept. |
| insider_transactionsA | List recent insider ownership filings (Form 3/4/5) for a company — the filings officers, directors, and 10% owners submit when they buy or sell shares. Returns the filings with dates and links. |
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 5 tools
Each tool targets a distinct facet: identity resolution (company_lookup), financial facts (financials), insider forms (insider_transactions), per-company filing lists (recent_filings), and keyword search (filing_search). The only mild overlap is between recent_filings and filing_search (both return filing lists) and insider_transactions vs recent_filings, but descriptions clearly separate per-company listing from full-text search and specialized insider forms.
All names use consistent snake_case, which is the important factor. The style varies slightly between bare nouns (financials) and noun_noun compounds (company_lookup, filing_search, insider_transactions, recent_filings), but overall the set reads predictably.
Five tools is a lean but reasonable scope for an SEC filings intel server, covering lookup, listings, search, financials, and insider activity. It is slightly thin — a document-retrieval tool would round it out — but nothing feels redundant.
Core lifecycle is covered: resolve identity, list filings, full-text search, pull financial facts, and inspect insider transactions. The main gap is that no tool returns filing document content/sections directly, though the returned links mitigate this since agents can fetch documents externally.