Skip to main content
Glama
xerktech

mcp-financex

by xerktech

get_8k_material_events

Retrieve SEC Form 8-K material event filings with filters for symbol, category (business, financial, etc.), and item numbers (e.g., 2.02 for earnings). Get event details, filing dates, and direct SEC links.

Instructions

8-K Material Events | Corporate News | SEC Current Reports - Get SEC Form 8-K current reports of material corporate events. 8-K filings are filed within 4 business days of significant events.

Event Categories Tracked:

  • Business Events: Material agreements, bankruptcy, cybersecurity incidents

  • Financial Events: M&A completion, earnings releases, impairments, debt changes

  • Securities Events: Delisting notices, unregistered sales, rights modifications

  • Governance Events: Director/officer changes, control changes, voting results

  • Disclosure Events: Regulation FD disclosures

Key Item Numbers:

  • Item 1.01: Material agreements

  • Item 1.05: Cybersecurity incidents

  • Item 2.01: M&A completion

  • Item 2.02: Earnings releases

  • Item 5.02: Director/officer changes

  • Item 8.01: Other material events

Use Cases:

  • "Show me recent 8-K filings for Apple"

  • "What are the latest material events?"

  • "Show me earnings-related 8-Ks" (Item 2.02)

  • "Recent management changes" (Item 5.02)

Returns: Event details, item categories, filing dates, company info, direct SEC links.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum number of events to return (default: 20, max: 50)
symbolNoStock ticker symbol to get material events for (e.g., "AAPL", "TSLA"). Omit to get market-wide recent events.
categoryNoFilter by event category: "business" = Material agreements, bankruptcy, cybersecurity; "financial" = M&A, earnings, impairments; "securities" = Delisting, stock sales; "governance" = Management changes, voting; "disclosure" = Regulation FD; "all" = All events (default).
itemNumbersNoFilter by specific 8-K item numbers (e.g., ["2.02", "5.02"]). Useful for tracking specific event types like earnings (2.02) or management changes (5.02).
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description must cover behavioral traits. It mentions filing timeliness (4 business days) and return content, but does not disclose potential rate limits, authentication needs, or any destructive actions. The return format is vague.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is fairly long but well-organized with sections and bullet points. It starts with a clear summary and uses whitespace effectively. Every sentence adds information, though it could be slightly tightened.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given no output schema, the description provides a reasonable overview of return contents. With 4 optional parameters fully documented in schema, the description covers usage scenarios and parameter values. It could mention pagination or default behaviors, but overall it is adequate.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so baseline is 3. The description adds significant value by explaining event categories, item numbers, and their meanings, which goes beyond the schema's short descriptions. This helps the agent understand parameter semantics deeply.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool retrieves SEC Form 8-K current reports, listing event categories and item numbers. It distinguishes itself from sibling tools like get_earnings_calendar and get_market_news by focusing exclusively on 8-K filings.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Use cases are provided (e.g., 'Show me recent 8-K filings for Apple'), and the description implies when to use this tool vs. others (e.g., for 8-Ks vs. other forms). However, it lacks explicit 'when not to use' or direct alternative tool references.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/xerktech/mcp-financex'

If you have feedback or need assistance with the MCP directory API, please join our Discord server