Skip to main content
Glama

sec_filing

Retrieve SEC filings for US-listed companies to access financial reports and regulatory documents directly from EDGAR.

Instructions

Get SEC filings for a US-listed company.

Returns links to actual filing documents on SEC EDGAR.

Args: symbol: US stock ticker (e.g., AAPL, MSFT, GOOGL) filing_type: Type of filing. Options: - 10-K: Annual report - 10-Q: Quarterly report - 8-K: Current events report - ALL: All filing types count: Number of filings to return (default: 5, max: 20)

Examples: sec_filing("AAPL", "10-K") → Apple annual reports sec_filing("TSLA", "10-Q", 3) → Tesla last 3 quarterly reports sec_filing("MSFT", "ALL", 10) → Microsoft all recent filings

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
symbolYes
filing_typeNo10-K
countNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations provided, description carries full burden and successfully discloses that it returns 'links to actual filing documents on SEC EDGAR'. Missing operational details like rate limits or caching, but covers the essential output behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Well-structured with front-loaded purpose statement followed by behavioral disclosure, then organized Args and Examples sections. Slightly verbose due to docstring format, but every section earns its place given the complete lack of schema documentation.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Comprehensive for a 3-parameter tool. Given presence of output schema, description appropriately focuses on input parameters and high-level purpose rather than return value structure. Successfully handles zero schema coverage through detailed description.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Excellent compensation for 0% schema description coverage. Documents all three parameters: symbol (with examples), filing_type (with enum options and meanings), and count (with default/max constraints). Args section fully replaces missing schema descriptions.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

Opens with specific verb ('Get') + resource ('SEC filings') + scope ('US-listed company'). Distinguishes from sibling 'sec_filing_search' by specifying it 'Returns links to actual filing documents on SEC EDGAR' rather than just metadata.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Provides filing_type options (10-K, 10-Q, etc.) with explanations and concrete examples showing different use cases. However, lacks explicit guidance on when to use this versus the sibling 'sec_filing_search' tool.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/finstacklabs/finstack-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server