search_filings
Search over 10,000 SEC filings by ticker, form type, or company. Returns a filtered catalog with readiness scores and URLs to shortlist filings for detailed analysis.
Instructions
PRIMARY discovery tool — lightweight catalog over 10k+ SEC filings (fi_listings_portfolio). [COST: low xpay per-call fee] Does NOT return alpha_signals, causality_events, or financial_metrics (use get_filing_sample / purchase_filing). Always returns agent_readiness_score (higher = better structured data) and edgar_url.
Required: at least one of ticker, form_type, company_name, fiscal_period, cik (avoids full-table scans).
Agent workflow after this call:
Shortlist by agent_readiness_score and optional agent_one_liner
get_filing_sample(document_id) — free preview
purchase_filing(document_id) — paid full JSON (x402)
[EXAMPLE ARGUMENTS - MINIMAL]: {"ticker": "AAPL", "limit": 5}
"ticker": "ADM", "form_type": "10-Q", "company_name": "Archer", "fiscal_period": "2026Q1", "min_agent_readiness_score": 70, "limit": 20, "offset": 0, "include_one_liner": true }
[EXAMPLE ARGUMENTS - PAGINATION (page 2)]: {"ticker": "MSFT", "form_type": "10-K", "limit": 10, "offset": 10}
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ticker | No | Ticker prefix, case-insensitive (e.g. AAPL, MSFT). At least one filter required. | |
| form_type | No | SEC form: 10-K, 10-Q, 8-K, etc. | |
| company_name | No | Substring match on company_name (e.g. Apple, Archer-Daniels). | |
| fiscal_period | No | Fiscal period label (e.g. 2026Q1, 2025FY). | |
| cik | No | SEC CIK prefix (digits, e.g. 0000320193). | |
| min_agent_readiness_score | No | Minimum agent_readiness_score (0–100). Use 70+ for production-quality rows. | |
| limit | No | Page size (1–100). Default 10 keeps payloads small for LLM context. | |
| offset | No | Skip rows for pagination (e.g. 10 for page 2 when limit=10). | |
| include_one_liner | No | If true, adds agent_one_liner (~1 sentence) per row for triage without calling get_filing_sample. Slightly heavier response. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |