Resolve a company name or stock ticker to its SEC CIK number, which every other tool needs. Use this when a name is ambiguous or you want to confirm which entity you are about to read. Only companies that file with the SEC are here: no private companies, and most foreign issuers only if they file a 20-F. Returns ranked candidates with a confidence score.

List what a company has filed with the SEC, newest first. Filter by form type: 10-K is the annual report, 10-Q quarterly, 8-K a material event, DEF 14A the proxy statement (executive pay and board), S-1 an IPO registration, 20-F a foreign issuer's annual report, 4 an insider trade. The form filter matches on prefix, so '10-K' also returns 10-K/A amendments. Returns accession numbers, which read_filing_section needs.

Show which numbered items a filing actually contains, and how many tokens each one would cost to read. Call this before read_filing_section when you are not sure a section exists or want to budget the read. Many companies incorporate Part III by reference to their proxy, so Items 10-14 are often a single sentence pointing elsewhere.

Read ONE section of a filing rather than the whole document. This is the main tool: a 10-K is typically 50,000+ tokens and you almost never need all of it.

Sections: business (Item 1, what the company does), risk_factors (1A, what management says could go wrong — the most quoted section), properties (2), legal_proceedings (3), market_for_stock (5), mdna (7, management's own explanation of the results — read this before the financial statements), market_risk (7A), financial_statements (8), controls (9A), directors (10), executive_comp (11).

Output is capped at max_tokens. If the section is longer you get an offset to continue from; the response always says how much was cut.

Look up a reported financial figure across recent periods, from structured XBRL data. Use this for any number — it is far more reliable than reading figures out of filing prose.

Concepts: revenue, net_income, operating_income, gross_profit, total_assets, total_liabilities, stockholders_equity, cash, eps_basic, eps_diluted, rnd_expense, shares_outstanding, long_term_debt, operating_cash_flow.

Each maps to one or more US-GAAP tags and the response names the tag that answered, because the exact definition matters. Annual figures by default; set annual=false for every period as reported, including quarters.

Search the full text of all EDGAR filings from 2001 onward. Use this to find WHO discusses something — 'which companies mention quantum computing risk' — rather than to read a company you have already identified.

A multi-word query is matched as an exact phrase. Results are filings, not passages, so follow up with read_filing_section to read one. Narrow with forms (e.g. '10-K') and a date range when a query is common.