"A TypeScript library for accessing SEC company filings" matching MCP tools:

• issuer_diligence_dossierA

  LiveDataLinkB

  One-call NARRATIVE public-record diligence dossier for a public company / SEC issuer. Joins SEC EDGAR (registrant identity, CIK/ticker, recent filings and their form mix), federal courts via CourtListener (RECAP dockets whose name references the issuer), USAspending (federal contract awards, name-matched), and CPSC product-safety recalls into a readable brief with a short headline and four sections: Identity & SEC, Litigation, Federal business, and Product-safety. Every source degrades gracefully - a failing leg is noted, not fatal. This is a narrative synthesis, deliberately distinct from counterparty_risk_score (a 0-100 score) and entity_dossier (SEC+EPA+sanctions only). Informational public-record synthesis, not a background check or legal/financial advice.

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• company_snapshotA

  TollkitA

  Get a one-call snapshot of a US public company from SEC EDGAR: profile, most recent filings with links, and key financials (revenue, net income, EPS, assets, cash, operating cash flow) for the last two fiscal years and the latest quarter. $0.006 USDC per call over x402. Failed calls cost nothing. Call without `payment` to get a quote. When to use: You want one overview of a US public company: who it is, recent filings and headline numbers. Use instead: company_due_diligence for growth, margins, leverage and 8-K summaries; sec_company or sec_financials for just one part (cheaper). Parameters: ticker or cik (one is required). filings: how many recent filings, 1-40, default 8. form: only this form type. Returns: profile, filings[] with links, and key financials for the last two fiscal years and the latest quarter.

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• search_edgar_companyA

  FinBridgeA

  Search SEC EDGAR registrants (US-listed companies) by ticker, company name, or CIK. Returns the 10-digit zero-padded CIK needed by the other edgar_* tools. Not this tool for: Korean companies (use search_dart_company). Japan, Taiwan and Europe have no search tool — reach them through query_db on the companies table. Args: - query (required): ticker ('AAPL', 'BRK-B' or 'BRK.B'), company-name fragment ('Berkshire'), or CIK number ('320193') - limit: max results, 1-50 (default 10) Returns: {count, companies: [{cik, ticker, title}]} ranked exact-ticker > exact-name > prefix > substring. Examples: - "find Apple's CIK" -> {query: 'AAPL'} - "companies named Berkshire" -> {query: 'Berkshire', limit: 5} Use when: you need a CIK or to disambiguate a company name before calling get_edgar_financials/filings/insider_trades (those also accept tickers directly, so for an exact ticker you can skip this step). Don't use for: Korean companies (use search_dart_company) or private companies not registered with the SEC. Errors: no match -> error suggesting a shorter name fragment; only SEC registrants with a listed ticker are searchable.

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• edgar_company_filingsA

  EdgarA

  AUTHORITATIVE list of recent SEC filings for a specific US public company. Send the company as `ticker_or_cik` — that argument takes a ticker ("AAPL") or a CIK ("320193"), and `cik` / `ticker` are accepted as aliases for it. **When the question is about ONE filing rather than the list, say which one**: pass `accession` to narrow to it, or `filed` ("2026-09-29", "2026-09") when you know only the date, and add `include_primary_text:true` to get that filing's text back here instead of chaining a second call. Filter by form type — "10-K" (annual report), "10-Q" (quarterly), "8-K" (material event — but for severity-classified 8-Ks specifically, prefer sec_8k_recent), "DEF 14A" (proxy), "S-1" (IPO registration), etc. Returns filing dates, form types, accession numbers, document links. Needs a ticker or CIK: a company that has only just filed its S-1 has no ticker, so for "find <company> S-1" or "S-1 filings filed today" use edgar_search_filings (form_type "S-1", company name as the query). Use for "what did $TICKER recently file" or "show me the last N proxy statements for $TICKER". For specific financial metrics over time use edgar_company_concept; for the full XBRL dump use edgar_company_facts. If you also need the headline financials alongside the filings, edgar_company_snapshot returns both in one call. A retired or reassigned ticker returns found:false with empty_reason ticker_not_current and the nearest company-name candidates, never a different company.

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• edgar_company_snapshotA

  EdgarA

  ONE CALL for "give me the SEC picture on $TICKER" / "what has $COMPANY filed recently and what are its numbers" / "pull the filings and financials for X". Resolves a ticker, company name or CIK and returns, from SEC EDGAR, the three things callers otherwise chain by hand across edgar_ticker_to_cik -> edgar_company_filings -> edgar_company_concept: the identity (cik, company_name, tickers, SIC code, fiscal year end), the recent filings list (accession numbers, form types, filing dates, document links — by default the substantive forms 10-K/10-Q/8-K/20-F/40-F/6-K/DEF 14A, so insider Form 4 noise is excluded; pass `form_type` for one form or "all"), and the headline XBRL figures from the latest annual report (revenue, net income, operating income, gross profit, assets, liabilities, equity, cash, EPS, shares, R&D — each resolved to the concept the filer CURRENTLY reports under, with retired concepts listed separately as stale). Send the company as `ticker_or_cik`; `cik` / `ticker` are accepted aliases. A filer with no XBRL facts (a fund, a trust, a foreign private issuer on paper forms) still returns its filings, with `financials_status: "unavailable"` and a reason, not an error. Drill down from here: edgar_filing_text for a filing's text, edgar_company_concept for one metric's multi-year history, edgar_company_facts for every concept. For a cross-source view (patents, contracts, hiring, news) use entity_profile instead. Response field matched_by says whether the company was matched by ticker or by company name.

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• sec_filings_batchA

  P0 Agent Economy IndexA

  Use when you need recent SEC EDGAR filings for several US public companies at once: up to 10 tickers or CIKs in one POST (duplicates removed). Returns the paid x402 request for your input (POST /sec/filings/batch, $0.03 per call; schema linked). POST that JSON body to the URL with an x402 or MPP client to get the data. Bad input is refused before any charge. For one company use sec_filings. First call each day returns the data itself, free; later calls return the paid request.

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• get_stock_filingsA

  Stocklake — AI Stock IntelligenceA

  The latest SEC 8-K filings of one company, newest first: when each was filed, what it reports and, on Pro, what it says. 8-Ks are how a US-listed company announces results, deals, financings, leadership changes and other material events. Free returns the 5 most recent filings (`items_note` says so when more exist); Pro up to 25. Per filing, for every account: - filed_at (ISO 8601 with the New York offset), date, time (New York time) and session (before open / during trading / after close) - items: what the filing covers, as plain labels (for example "Results of operations", "Director or officer change", "Material agreement") - company, symbol and the SEC accession number Pro adds `headline` (one line on what it says), `summary` (two or three sentences), `sentiment` (Positive/Negative/Neutral, the tone of the news for the company, not a price call) and `relevance` (0-100, how material the filing looks; routine filings are left out for everyone). A filing with no usable text has no summary. Coverage: US-listed companies in USD with a market cap of about $1 billion or more. Filings are recorded in the morning, before the US open and after the close, so one filed minutes ago may not be there yet. For the filing together with news, insider and analyst activity in one timeline, use get_stock_activity. For informational purposes only. Not financial advice.

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• get_stock_filingsA

  Stocklake — AI Stock IntelligenceA

  The latest SEC 8-K filings of one company, newest first: when each was filed, what it reports and, on Pro, what it says. 8-Ks are how a US-listed company announces results, deals, financings, leadership changes and other material events. Free returns the 5 most recent filings (`items_note` says so when more exist); Pro up to 25. Per filing, for every account: - filed_at (ISO 8601 with the New York offset), date, time (New York time) and session (before open / during trading / after close) - items: what the filing covers, as plain labels (for example "Results of operations", "Director or officer change", "Material agreement") - company, symbol and the SEC accession number Pro adds `headline` (one line on what it says), `summary` (two or three sentences), `sentiment` (Positive/Negative/Neutral, the tone of the news for the company, not a price call) and `relevance` (0-100, how material the filing looks; routine filings are left out for everyone). A filing with no usable text has no summary. Coverage: US-listed companies in USD with a market cap of about $1 billion or more. Filings are recorded in the morning, before the US open and after the close, so one filed minutes ago may not be there yet. For the filing together with news, insider and analyst activity in one timeline, use get_stock_activity. For informational purposes only. Not financial advice.

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• company_financialsA

  Fivebar TradingA

  A US-listed company's reported numbers, from the financial data tagged in its SEC filings (10-K and 10-Q; not the reports' text, which is filing_text): revenue, gross and operating profit, net income, diluted EPS, operating cash flow, capital spending, free cash flow, R&D, cash, long-term debt, assets, liabilities, equity and share count, for the last few fiscal years or quarters, with growth and net margin, and its latest filings (10-K, 10-Q, 8-K with item numbers). Every value links to the filing it came from. Look a company up by ticker (AAPL), name or SEC CIK. Use for 'how is X doing', 'is X profitable', 'how much debt does X have', due diligence on a public company. Only companies that file with the SEC; not private companies or crypto projects.

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• sec_filings_batchA

  P0: SEC filings and public contractsA

  Use when you need recent SEC EDGAR filings for several US public companies at once: up to 10 tickers or CIKs in one POST (duplicates removed). Returns the paid x402 request for your input (POST /sec/filings/batch, $0.03 per call; schema linked). POST that JSON body to the URL with an x402 or MPP client to get the data. Bad input is refused before any charge. For one company use sec_filings. First call each day returns the data itself, free; later calls return the paid request.

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• activism_campaignsA

  Kaleidoscope MCP (SEC & financial data)A

  Activist campaign timelines — Console's Corporate Activism (ACTV) report. Two modes: - **company** (`ticker_or_cik` or `company_id`): every activist campaign at the company, newest first. - **activist** (`activist` name, e.g. 'Elliott', 'Trian', 'Starboard'): every campaign that activist ran. Each campaign: activist (name, mars investor_id when resolved), start / end, `status` (settled / withdrawn / election result / ongoing / no outcome reported) with the outcome text — set only by a withdrawal, settlement / cooperation agreement or contested election result; a proxy fight takes the company's election result even when it was reported under another activist on the same ballot (`outcome_source` says so), `demands` (board demands and nominations, plus 13D intent types), latest 13D stake %, and `events` in date order — 13D and 13D/A filings (stake %), demands and nominations, proxy solicitations, settlements / cooperation agreements, withdrawals, contested election results, and company responses (poison pill, anti-takeover provisions) — each with its SEC accession. Repeated proxy-solicitation filings are collapsed (`n_filings`). A campaign is one activist family at one company, split after a year of no activity. Sources: mars activism events (contested proxy filings, vouched) + holdings 13D trail with intent. Takeover defenses beyond what filings disclose (SharkRepellent-style) are not available. For current 13D/13G positions use search_activist_positions.

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• axint.schema.compileA

  AxintA

  Compile a minimal JSON schema directly to Swift, bypassing the TypeScript DSL entirely. Supports intents, views, components, widgets, and full apps via the 'type' parameter. Uses ~20 input tokens vs hundreds for TypeScript — ideal for LLM agents optimizing token budgets. Use: use for token-light JSON-to-Swift generation; use compile for full TypeScript DSL control and scaffold for TS starters. Inputs: schema kind selects intent, view, widget, or app output; options add companion metadata. Effects: read-only Swift generation; writes no files and uses no network.

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• company_filingsA

  SEC Fundamentals APIA

  SEC filing index for one company, newest first: form, filing date, report period, accession number, 8-K item codes and a direct sec.gov document_url. Use it to find or cite a specific 10-K, 10-Q, 8-K or Form 4; use company_facts or company_financials for the numbers in the filings. Cost: $0.005 per call; unpaid calls return a payment-required error.

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• search_companiesA

  MeritValueA

  Resolve a company name or partial ticker to covered companies — 'coca cola' finds KO. Use this before the other tools when you have a name rather than a symbol. Coverage is US filers with SEC filings.

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• ask_filingsA

  StockPortfolio.proA

  Ask a question about one US-listed company and get an answer researched from its SEC filings, with the SEC filing URLs it drew on. Use this when the question needs reasoning over filing content — what management said about margins, why a segment declined, what the risk factors are — rather than a single reported number, for which get_company_fundamentals is faster and exact. The answer states what it could not source rather than estimating, and its figures can be checked against the cited filings. Metered: consumes the account’s allowance. Not investment advice. Needs a StockPortfolio.pro account on a plan with API/MCP access.

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• searchA

  ScrapeMole CompaniesA

  Use when you have a company name (or partial ticker) and need its exact ticker and SEC CIK before looking up financials or filings: matches against SEC's official ticker list (NYSE, Nasdaq, OTC, CBOE; about 10,000 SEC-registered companies), exact ticker first, then ticker prefix and name words. Up to 25 results. Paid tool: x402 USDC on Base, $0.001 per successful call; call without payment to receive the PaymentRequired object.

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• find_latest_filingsA

  Zovo SEC FilingsA

  Use this when the user wants the latest SEC filings or EDGAR search results for a US public company, for example the latest 10-Q, 8-K filings, or a 10-K. Reads live SEC EDGAR submissions data and returns each filing's form, filing date, report date, description and a link to the document on sec.gov. Returns the 1,000 most recent submissions held by EDGAR's API; older filings are not included. Do not use for share prices, insider trading analysis, or investment advice.

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• get_capital_markets_filingsA

  Sec XbrlA

  List recent SEC capital-markets filings for a company — shelf and IPO registrations (S-1, S-3, S-3ASR and the F- equivalents), 424 prospectuses, free-writing prospectuses, effectiveness notices and post-effective amendments. Answers "has this company filed a shelf", "what has it registered recently" and "is there an active ATM programme on file". A registration or prospectus filing is an event, so it does not prove securities were sold or quantify remaining shelf or ATM capacity, and an empty result covers only the years requested — a company may hold an effective shelf filed before that window.

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• get_recent_filingsA

  Form4API — SEC Insider TradingA

  Live feed of the newest SEC Form 4 filings, sorted most-recent-first, optionally filtered to one ticker. New filings typically appear within ~60 seconds of SEC publication. Use this to check "what just happened" rather than get_transactions (built for filtered/historical search across date ranges and codes). Returns per-filing accession number, filed/period-of-report dates, company + insider identity, and transaction count; pass the accession number to get_filing for full detail. Free plan. Paginated, max 100/page.

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• get_transcriptA

  filingapiA

  Get all available earnings call transcripts for a company by ticker. Returns a list of transcripts (each with fiscal_quarter, fiscal_year, date, and speakers). If asked about a specific quarter, look for it within the returned list rather than expecting a single result - this endpoint does not currently filter server-side. Use this when asked what was said on an earnings call, as opposed to in written SEC filings.

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• SearchDocumentsA

  EquiblesA

  Search SEC filings and earnings-call transcripts with hybrid keyword and semantic retrieval, or with match 'phrase' for only the excerpts containing an exact phrase. Omit ticker to search every company, or provide one ticker to search only that company. Returns excerpts with document IDs for SearchDocument or ReadDocumentLines. Use excludeTickers and maxResultsPerCompany only for market-wide discovery; use ListFilings to browse filings newest first without a text query.

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