toolstem-sec-mcp-server
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SEC_USER_AGENT_CONTACT | No | Override the contact email for SEC EDGAR User-Agent header. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_company_filings_summaryA | Retrieve a structured overview of a company's SEC filing activity. Returns the most recent 20 filings and pre-computed signals: filing velocity (ACCELERATING / NORMAL / SLOWING vs. trailing 365-day average), material event count in the last 90 days, 10-K disclosure volume trend (RISING / STABLE / FALLING), and the unique form types filed in the last 90 days. Use this as a first-pass signal before digging into insider or material-event detail. |
| get_insider_signalA | Probe insider filing activity (Form 3, 4, 4/A) for a company over a configurable lookback window. Answers: "Are insiders filing recently?" Returns recent Form 4 filing references and counts. NOTE: Direction-aware buy/sell signals (insider_signal, buy_count, sell_count) are null/0 in v0.1 — Form 4 XML parsing ships in v0.2. |
| get_institutional_signalA | Probe institutional and activist investor signals for a company. Returns a live activist_risk_flag (true if any SC 13D or 13D/A was filed in the last 365 days — an activist investor has disclosed a large stake). Also lists the 13D filings and their SEC URLs. NOTE: Institutional accumulation/distribution signal (institutional_signal) and recent_13f_count are null/0 in v0.1 — quarterly 13F XBRL parsing ships in v0.2. |
| get_material_events_digestA | Retrieve a severity-ranked digest of all 8-K and 8-K/A filings for a company within a configurable lookback window. Each event is tagged with item codes mapped to plain-English labels, categories, and severity (RED / YELLOW / GREEN). Returns redflag_count (events with any RED item) and category_counts for quick categorical analysis. Answers: "Has this company disclosed a cybersecurity incident, restatement, or going-concern risk recently?" Premium-tier tool. See the actor pricing page for current per-call cost. |
| compare_disclosure_signalsA | Side-by-side comparison of 2-5 companies across key SEC disclosure signals: filing velocity, material event count (90d), red-flag count (365d), activist risk flag, and most recent filing date. Returns derived "winners" for each dimension — quietest disclosure, most active filer, most red flags, and companies with active activist investors. All lookups run in parallel. Use for competitive intelligence or risk triage across a watchlist. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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