FilingLens
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| FL_API_KEY | No | FilingLens API key. Without FL_API_KEY the shared demo key is used (20 questions/month). Get a free key at https://filinglens.ai. |
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 |
|---|---|
| search_companyA | Find a US-listed company's ticker and CIK by name or ticker fragment. |
| get_financialsB | Exact fiscal-year financials from the company's XBRL filings (revenue, net_income, operating_income, gross_profit, total_assets, total_liabilities, stockholders_equity, cash, operating_cash_flow, capex, free_cash_flow, rnd, sga, eps_diluted, long_term_debt, buybacks, dividends_paid, gross_margin, operating_margin, net_margin, ...). Each value carries its XBRL tag and filing accession number. |
| list_metricsA | List every metric key get_financials understands. |
| index_companyA | Index the latest filings (default: most recent 10-K) for a ticker so ask_filing can use it. Returns a job id; indexing takes ~20–60 seconds. Poll with ingest_status. |
| ingest_statusC | Check an index_company job. |
| ask_filingA | Answer a question from one or more companies' SEC filings with citations (section, form, fiscal year, sec.gov URL). Figures come from XBRL. Requires the ticker to be indexed. |
| compare_companiesB | Side-by-side XBRL comparison of 2–10 companies, optionally with a cited narrative answer. |
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 step of the filing-analysis workflow (discover company, index, poll, query, exact numbers, compare). The only real overlap is ask_filing vs get_financials, since a numeric question could plausibly route to either, and get_financials vs compare_companies differ mainly by company count.
Names are uniformly snake_case and mostly follow a verb_noun pattern (list_metrics, index_company, ask_filing, search_company, get_financials, compare_companies). ingest_status is the one mild deviation, being a noun-style status check rather than an explicit verb_object.
Seven tools is well-scoped for an SEC-filing analysis server, with each tool owning a clear stage of the workflow (search, index, poll, QA, financials, comparison). No tool feels redundant or superfluous.
The surface covers the full pipeline: company lookup, indexing, job polling, cited QA, exact financials, metric discovery, and multi-company comparison. Minor gaps remain, such as no way to list already-indexed companies, inspect stored filings, or delete/re-index stale data.