edgar-mcp
The edgar-mcp server provides access to SEC EDGAR financial data, enabling AI agents to retrieve and analyze structured financial information from public company filings.
Fetch Filing Metadata (
get_filings): Retrieve SEC filing metadata (10-Q, 10-K, 8-K) for a company by ticker, year, and quarter — including URLs, dates, and fiscal period assignments.Extract Financial Data (
get_financials): Pull all structured financial facts from SEC filings, including income statement, balance sheet, and cash flow data in JSON format; supports file output and full-year mode.Get a Specific Financial Metric (
get_metric): Look up a particular financial metric by common name or XBRL tag, returning current, prior, and year-over-year values.List Available Metrics (
list_metrics): Discover all available metric tags for a given filing period to identify exact metric names before querying.Search Metrics by Natural Language (
search_metrics): Find relevant financial metrics using a natural-language query — useful for locating the right metric without knowing the exact XBRL tag.Extract Qualitative Filing Sections (
get_filing_sections): Parse narrative sections and embedded tables from 10-K or 10-Q filings, with options for summary or full format, word limits, and section filtering.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@edgar-mcpFind the revenue and net income for Apple in their most recent 10-K filing"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
edgar-mcp
SEC EDGAR financial data for AI agents, exposed as an MCP stdio server.
Install
pip install edgar-mcpRelated MCP server: Aegis Gov SEC Filings MCP
Configuration
Variable | Required | Purpose |
| hosted tools | API key for the hosted EDGAR API; not used by |
| no | Override the API base URL. Defaults to |
| no | Directory for |
Claude Desktop / Claude Code config:
{
"mcpServers": {
"edgar-financials": {
"type": "stdio",
"command": "edgar-mcp",
"env": {
"EDGAR_API_KEY": "YOUR_KEY_HERE"
}
}
}
}Tool Inventory
This package exposes 32 public MCP tools. The inventory below is generated from the same manifest that drives the hosted API documentation.
Tool | Summary | Tier | Cache Behavior |
| Return filing metadata and SEC accession details for one ticker period. |
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| Discover event filings by ticker, CIK, date range, form type, or query. |
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| Show cached availability for financials, sections, tables, markdown, and extractions for one filing. |
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| Return a readable markdown filing document with section filtering and pagination. |
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| Extract selected qualitative filing sections and optional embedded tables. |
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| Return exact DEI cover-page facts such as shares outstanding with citations. |
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| Plan and retrieve citation-ready filing evidence for qualitative SEC questions. |
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| Return an issuer's SEC submissions header metadata directly from the public SEC JSON endpoint. |
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| Research filing narrative and markdown tables for operational KPI values and driver context. |
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| Return the strict producer-owned operational KPI driver row DTO without transport reinterpretation. |
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| Return cached langextract spans for one filing or run paid extraction on cache miss. |
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| Search cached langextract spans across filings with structured filters. |
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| Return periodized counts and optional hits for cached langextract spans. |
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| Run a selected extraction schema against a short-lived filing artifact issued by get_filing_sections. |
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| List document extraction schemas available to the internal document API. |
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| Return filing table metadata or one hydrated structured table. |
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| Search cached filing table metadata across a ticker and period range. |
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| Compare matching filing tables across multiple tickers. |
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| Search cached markdown within one filing and return matching spans. |
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| Return matcher-produced numeric financial rows for one fiscal filing period. |
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| Retrieve known exact-QName XBRL facts from one exact SEC filing accession via cache-only lookup or allowed fetch; use metric tools for discovery. |
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| Return one discovered metric or XBRL tag with current, prior, and YoY values. |
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| Return one metric across multiple periods with per-period cache and coverage status. |
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| List exact metric candidates available in one filing period. |
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| Search filing metrics by natural-language query and return ranked exact candidates. |
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| Return a template-backed income statement, balance sheet, or cash flow statement from cached concepts. |
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| Resolve one registry-backed financial concept from cached filing facts. |
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| Compare one registry-backed concept across a caller-provided ticker set. |
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| Return a cache-only concept time series across a requested period range. |
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| Join a registry-backed concept value to filing prose and optional extraction evidence. |
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| Queue paid-tier background warming for metric periods before follow-up reads. |
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| Poll a background cache-warming job returned by warm_metric_cache. |
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Tool Families
Filing Metadata and Documents
get_filings, get_event_filings, describe_filing, get_filing_document, get_filing_sections, get_filing_cover_facts, get_filing_evidence, get_issuer_submissions_meta
Operational KPIs
get_operational_kpi_drivers, get_operational_kpi_driver_rows
LangExtract
get_filing_extractions, search_extractions, get_extraction_series, extract_filing_file, list_extraction_schemas
Filing Tables
get_filing_tables, search_filing_tables, compare_filing_tables
Filing Text
search_filing_text
XBRL and Concepts
get_financials, get_filing_facts, get_metric, get_metric_series, list_metrics, search_metrics, get_statement, get_concept, compare_concept, concept_trend, cite_concept, warm_metric_cache, warm_metric_cache_status
Runtime Notes
This is a thin client for the hosted EDGAR API and the public SEC submissions endpoint; it does not parse filings locally.
Missing or invalid
EDGAR_API_KEYlets the server start, but hosted API tool calls return authentication errors;get_issuer_submissions_metadoes not require the key.Large payload tools support
output="file"and write toEDGAR_MCP_OUTPUT_DIRor a local fallback directory.API rate limits and paid-tool access are enforced by the hosted service.
Links
Hosted API: https://www.edgarparser.com
Documentation: https://docs.edgarparser.com
MCP setup: https://docs.edgarparser.com/mcp
Tool reference: https://docs.edgarparser.com/tools
Changelog RSS: https://docs.edgarparser.com/rss.xml
In-app developer page: https://www.edgarparser.com/developers
Open parser package: https://github.com/henrysouchien/edgar-parser
Source package: https://github.com/henrysouchien/edgar-mcp
Available Tools
6 toolsget_filingsC
Fetch SEC filing metadata for a company. Returns list of 10-Q, 10-K, and 8-K (earnings release) filings with URLs, dates, and fiscal period assignments.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| year | Yes | ||
| quarter | Yes |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. It mentions the tool returns a list with URLs, dates, and fiscal period assignments, which gives some context about output format. However, it doesn't disclose critical behavioral traits such as whether this is a read-only operation, potential rate limits, authentication needs, error handling, or pagination behavior. For a tool with no annotations, this leaves significant gaps.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is appropriately concise with two sentences that efficiently convey the tool's purpose and what it returns. It's front-loaded with the main action ('Fetch SEC filing metadata'), and the second sentence adds necessary detail about filing types and returned data. There's no wasted verbiage, making it easy to parse.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (3 required parameters, no annotations, but with an output schema), the description is partially complete. It explains what the tool does and the types of filings returned, which is helpful. However, it lacks details on parameter usage, behavioral traits, and how it differs from siblings. The presence of an output schema means the description doesn't need to explain return values, but other gaps remain, making it adequate but with clear room for improvement.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has 3 parameters (ticker, year, quarter) with 0% description coverage, meaning the schema provides no semantic information. The description doesn't add any parameter-specific details—it doesn't explain what 'ticker' represents, the format of 'year' and 'quarter', or how they filter results. However, since the tool has an output schema (as per context signals), the baseline is adjusted; the description implies parameters are used to fetch metadata but doesn't compensate for the low schema coverage.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose: 'Fetch SEC filing metadata for a company' specifies the verb (fetch) and resource (SEC filing metadata). It distinguishes from siblings like 'get_filing_sections' (which likely extracts sections) and 'get_financials' (which likely provides financial data), but doesn't explicitly contrast them. The description is specific about what types of filings are returned (10-Q, 10-K, 8-K), which adds clarity.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives. It doesn't mention when to choose 'get_filings' over 'get_financials' or 'search_metrics', nor does it specify prerequisites or exclusions. The context is implied (fetching metadata for SEC filings), but explicit usage guidelines are missing.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_filing_sectionsC
Parse qualitative sections from SEC 10-K or 10-Q filings and return narrative/tables with metadata.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| year | Yes | ||
| quarter | Yes | ||
| sections | No | ||
| format | No | summary | |
| max_words | No | ||
| tables_only | No | ||
| output | No | file |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. It mentions parsing and returning narrative/tables with metadata, but lacks details on permissions, rate limits, data sources, or error handling. For a tool with 8 parameters and no annotation coverage, this is a significant gap in transparency.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, well-structured sentence that efficiently conveys the core functionality. It is front-loaded with the main action and output, with no wasted words. Every part of the sentence earns its place by specifying the source (SEC filings), action (parse), and result (narrative/tables with metadata).
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (8 parameters, no annotations, but with an output schema), the description is moderately complete. The output schema likely covers return values, reducing the need for output details in the description. However, for a parsing tool with many configuration options, more guidance on parameter usage and behavioral context would improve completeness.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate for undocumented parameters. It only vaguely references 'sections' and 'format' without explaining what specific sections are available (e.g., 'Management Discussion'), what 'summary' vs 'full' entails, or the purpose of parameters like 'tables_only' and 'output'. The description adds minimal value beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose: parsing qualitative sections from SEC 10-K or 10-Q filings and returning narrative/tables with metadata. It specifies the verb ('parse'), resource ('qualitative sections from SEC 10-K or 10-Q filings'), and output type. However, it doesn't explicitly differentiate from sibling tools like 'get_filings' or 'get_financials', which likely retrieve different aspects of filings.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives. It doesn't mention sibling tools like 'get_filings' (which might retrieve entire filings) or 'get_financials' (which might focus on quantitative data), leaving the agent without context for tool selection. Usage is implied only by the purpose statement.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_financialsB
Extract all financial facts from SEC filings. Returns structured JSON with income statement, balance sheet, and cash flow data.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| year | Yes | ||
| quarter | Yes | ||
| full_year_mode | No | ||
| source | No | auto | |
| output | No | file |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations provided, the description carries the full burden of behavioral disclosure. It states the tool extracts data and returns JSON, but lacks critical details such as authentication requirements, rate limits, error handling, or whether it performs destructive operations. For a tool with 6 parameters and no annotation coverage, this is a significant gap in transparency.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is highly concise and front-loaded, using only two sentences that directly state the tool's purpose and output. Every word earns its place, with no redundant or vague phrasing, making it efficient for an agent to parse quickly.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (6 parameters, no annotations) and the presence of an output schema, the description is minimally adequate. It covers the core purpose and output format, but lacks behavioral context and usage guidelines. The output schema likely details the JSON structure, reducing the need for return value explanation, but overall completeness is limited.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The description adds no parameter-specific information beyond implying financial data extraction. With 0% schema description coverage and 6 parameters (including enums for 'source' and 'output'), the schema alone documents the parameters. The description doesn't compensate for the coverage gap, so it meets the baseline of 3 where the schema handles parameter documentation.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the specific action ('Extract all financial facts from SEC filings') and resource ('SEC filings'), distinguishing it from siblings like get_filings or get_filing_sections by focusing on financial data extraction rather than document retrieval. It also specifies the structured output format, which further clarifies its unique purpose.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives like get_metric or search_metrics. It mentions the data source (SEC filings) but doesn't specify prerequisites, exclusions, or comparative contexts with sibling tools, leaving the agent to infer usage scenarios.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_metricC
Get a specific financial metric by common name or XBRL tag and return current/prior values with YoY comparison.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| year | Yes | ||
| quarter | Yes | ||
| metric_name | Yes | ||
| full_year_mode | No | ||
| source | No | auto | |
| date_type | No |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. It mentions the tool returns 'current/prior values with YoY comparison,' which hints at read-only behavior, but doesn't cover critical aspects like authentication needs, rate limits, error handling, or data freshness. For a financial data tool with no annotation coverage, this is a significant gap.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, well-structured sentence that efficiently conveys the core purpose. It's front-loaded with the main action and avoids unnecessary details. However, it could be slightly more concise by integrating parameter hints more directly, but overall it's appropriately sized.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's complexity (7 parameters, financial data) and the presence of an output schema (which likely covers return values), the description is moderately complete. It states the purpose and output format but lacks usage guidelines, detailed parameter semantics, and behavioral context. With no annotations and low schema coverage, it should do more to be fully adequate.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, meaning none of the 7 parameters are documented in the schema. The description only vaguely references 'common name or XBRL tag' (related to 'metric_name') and implies temporal aspects ('current/prior values'), but doesn't explain parameters like 'ticker', 'year', 'quarter', 'full_year_mode', 'source', or 'date_type'. It adds minimal value beyond the schema, failing to compensate for the coverage gap.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose: 'Get a specific financial metric by common name or XBRL tag and return current/prior values with YoY comparison.' This specifies the verb ('Get'), resource ('financial metric'), and scope ('return current/prior values with YoY comparison'). However, it doesn't explicitly differentiate from sibling tools like 'list_metrics' or 'search_metrics', which likely serve different purposes.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives. It doesn't mention sibling tools like 'list_metrics' (which might list available metrics) or 'search_metrics' (which might search metrics), nor does it specify prerequisites or exclusions. Usage is implied by the purpose but lacks explicit context.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_metricsA
List available metric tags for a filing period so an agent can choose an exact metric_name before calling get_metric.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| year | Yes | ||
| quarter | Yes | ||
| full_year_mode | No | ||
| source | No | auto | |
| date_type | No | ||
| limit | No | ||
| include_values | No |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. While it mentions the tool's purpose in the workflow, it doesn't describe key behavioral traits such as whether this is a read-only operation, what authentication is required, rate limits, pagination behavior (despite having a 'limit' parameter), or what the output looks like. The description is insufficient for a tool with 8 parameters and no annotation coverage.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, well-structured sentence that efficiently communicates the tool's purpose and usage context. Every word earns its place, with no redundant information or unnecessary elaboration. It's appropriately sized for a list operation tool.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
While the description clearly explains the tool's purpose and relationship to 'get_metric', it lacks crucial information about parameters and behavioral traits. The presence of an output schema helps somewhat, but for a tool with 8 parameters (3 required) and no annotations, the description should provide more context about how to use the tool effectively. It's minimally adequate but has significant gaps.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With 0% schema description coverage for 8 parameters, the description provides no information about any parameters. It doesn't explain what 'ticker', 'year', 'quarter', 'full_year_mode', 'source', 'date_type', 'limit', or 'include_values' mean or how they affect the listing. The description fails to compensate for the complete lack of parameter documentation in the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the specific action ('List available metric tags') and resource ('for a filing period'), and explicitly distinguishes it from its sibling tool 'get_metric' by explaining its preparatory role. It provides a concrete verb+resource combination with clear sibling differentiation.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly states when to use this tool ('so an agent can choose an exact metric_name before calling get_metric') and names the alternative tool ('get_metric'). This provides clear guidance on the tool's purpose in the workflow and distinguishes it from other sibling tools like 'search_metrics' or 'get_financials'.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
search_metricsC
Search available filing metrics by natural-language query and return ranked candidates.
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | Yes | ||
| year | Yes | ||
| quarter | Yes | ||
| query | Yes | ||
| full_year_mode | No | ||
| source | No | auto | |
| date_type | No | ||
| limit | No | ||
| include_values | No |
Output Schema
| Name | Required | Description |
|---|---|---|
No output parameters | ||
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden of behavioral disclosure. It mentions 'search' and 'return ranked candidates,' which implies a read-only operation with ranking, but it lacks details on permissions, rate limits, error handling, or what 'ranked candidates' entails. For a tool with 9 parameters and no annotation coverage, this is insufficient.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, well-structured sentence that efficiently conveys the core functionality. It's front-loaded with the main action and outcome, with no wasted words or redundancy, making it easy to parse quickly.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the complexity (9 parameters, 0% schema coverage, no annotations) and the presence of an output schema, the description is incomplete. It covers the basic purpose but lacks parameter explanations, usage context, and behavioral details. The output schema may help with return values, but overall, it's inadequate for a tool of this complexity.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate for undocumented parameters. It only references 'natural-language query,' which maps to the 'query' parameter, but ignores the other 8 parameters (e.g., ticker, year, quarter, source). This leaves most parameters unexplained, failing to add meaningful semantics beyond the bare schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose: 'Search available filing metrics by natural-language query and return ranked candidates.' It specifies the action (search), resource (filing metrics), and method (natural-language query). However, it doesn't explicitly differentiate from sibling tools like 'list_metrics' or 'get_metric', which appear related to metrics retrieval.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides no guidance on when to use this tool versus alternatives. It doesn't mention sibling tools like 'list_metrics' or 'get_metric', nor does it specify prerequisites, exclusions, or contextual cues for selection. Usage is implied only by the action described.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.
6 tool updates
v0.1.0- First observed
get_filing_sections - First observed
get_filings - First observed
get_financials - First observed
get_metric - First observed
list_metrics - First observed
search_metrics
TDQS
Each tool has a clearly distinct purpose with no ambiguity: get_filings retrieves metadata, get_filing_sections parses qualitative content, get_financials extracts structured financial data, get_metric fetches specific metrics, list_metrics enumerates available metrics, and search_metrics enables natural-language discovery. The boundaries are well-defined and complementary.
All tool names follow a consistent verb_noun pattern with snake_case throughout (e.g., get_filings, get_filing_sections, get_financials, get_metric, list_metrics, search_metrics). The naming is predictable and enhances readability across the set.
With 6 tools, the count is well-scoped for the SEC filing analysis domain. Each tool earns its place by covering distinct aspects like metadata retrieval, content parsing, data extraction, and metric access, without being overly sparse or bloated.
The tool set provides comprehensive coverage for analyzing SEC filings, including metadata, qualitative sections, financial data, and metrics. A minor gap exists in lacking explicit update or delete operations, but this is reasonable for a read-only data retrieval server focused on financial analysis workflows.
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