"author:Yooki-K" matching MCP tools:

• sec_report_search

  Drillr — The financial MCP for AI agents

  Use when you need narrative content from company filings — risk factors, MD&A, guidance language, deal terms, accounting policies, share structure. For consolidated financial numbers use run_sql on financial_statements instead. Semantic search over the full text of company-filed reports; returns matching passages. Coverage: US + Japan + Hong Kong + China A-shares. US = SEC EDGAR (including foreign issuers' 20-F/6-K). Japan = EDINET, `.T` ticker (6758.T). Hong Kong = HKEX filings, 5-digit `.HK` ticker (00700.HK). A-shares = `.SH`/`.SZ` (600519.SH, 300750.SZ). Parameters: - query (required): natural-language search; phrase it as the concept or section name you want, e.g. "share repurchase authorization", "Risk Factors". Run a few phrasings rather than one broad query. - ticker (required): US bare (NVDA), Japan `.T`, HK `.HK`, A-share `.SH`/`.SZ`, ADRs as their US symbol (SONY). - filing_types (optional): US = SEC form names (10-K, 10-Q, 8-K, 20-F, 6-K, DEF 14A, S-1/F-1, + amendments). Japan = EDINET NUMERIC codes: 120 (annual), 140 (quarterly), 160 (semi-annual). HK/A-share = plain names — annual_report; A-share quarters per-quarter (q1_report, ...); HK quarterly results all quarterly_report. OMIT to search all types. - period_start / period_end (optional): yyyy-mm window; omit to search all history. - top_k (optional): max passages to return (default 10). Scope: indexes ONLY company-filed reports — NOT institutional filings (13F-HR/13D/13G; for those use insider_and_institution_activities with source='institution'). Section targets: non-GAAP reconciliations → earnings 8-K (Ex 99.1); dilution / SBC / buyback → "Shareholders' Equity"; segment breakdown → "Segment Information"; guidance → "Outlook" in MD&A; exec comp → DEF 14A.

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• get_sec_filing_links

  Valuein — SEC EDGAR Fundamentals & Smart-Money Data

  Get direct links to original SEC EDGAR filings for any US public company. Returns four per-filing deep links: `sec_url` (the EDGAR filing-index page listing every document), `viewer_url` (the cgi-bin Financial-Report viewer for the specific accession), `inline_viewer_url` (the SEC Inline-XBRL viewer opened on the rendered primary document — the strongest provenance link, `null` when the filing is not Inline-XBRL), and `document_url` (a direct link to the rendered primary document itself — opens the actual filing, never the index page, `null` only when primary_document is unknown). Prefer `inline_viewer_url ?? document_url ?? viewer_url ?? sec_url`. Supported form_types (enum): 10-K, 10-Q, 8-K, 20-F, 40-F, 10-K/A, 10-Q/A, 20-F/A, 40-F/A. Other forms (6-K, DEF 14A, Form 4, 13F) are NOT yet exposed by this tool — use `describe_schema` to confirm the parquet has them, then read raw via the SDK. 8-K item codes are filterable via `event_types` (e.g. ['2.02'] for earnings, ['1.01'] for material agreements, ['5.02'] for officer changes). PIT-safe — filings are filtered by accepted_at, never by report_date alone. Use this *instead of* `verify_fact_lineage` when you want a list of filings; use `verify_fact_lineage` when you want one specific fact-to-filing trace. Available on all plans.

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• edgar_company_filings

  Edgar

  AUTHORITATIVE list of recent SEC filings for a specific US public company. Pass a ticker ("AAPL") or CIK ("320193"). 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. 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.

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• load_filing_workflow

  Shibui Finance

  Load filing workflow for SEC/EDGAR metadata, 8-K events, 10-K/10-Q reports. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL whenever the user asks about filing dates, filing activity, "who filed", "filed a form", filing frequency, SEC filings, EDGAR, 8-K events, 10-K/10-Q reports, proxy statements, or any query involving the sec_filings table (metadata - when/what type, not transaction detail). For insider transaction detail (shares, prices, cluster buying), use load_insider_workflow instead. Can be combined with other workflow tools.

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• get_market_analogs

  mcp

  Nearest historical market-state analogs to right now: k-NN over the cross-asset state (SPX/NDX momentum, VIX level + term structure, DXY, yield curve) with what SPX/NDX/BTC actually did over the following 1d/5d (median, quartiles, hit-rate) per analog and in aggregate. k = 3-25 (default 12), episode-separated. Same data as REST /analogs. Conditioning context, NOT a prediction.

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• get_market_analogs

  n0brains

  Nearest historical market-state analogs to right now: k-NN over the cross-asset state (SPX/NDX momentum, VIX level + term structure, DXY, yield curve) with what SPX/NDX/BTC actually did over the following 1d/5d (median, quartiles, hit-rate) per analog and in aggregate. k = 3-25 (default 12), episode-separated. Same data as REST /analogs. Conditioning context, NOT a prediction.

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• list_restatements

  Valuein — SEC EDGAR Fundamentals & Smart-Money Data

  List financial-statement restatements — facts a later SEC filing materially changed (>0.5% swing) from what was originally reported. Each event carries the as-reported value, the restated value, the signed delta, a severity bucket, the RAW XBRL tag both filings used (the diff is same-tag, so it is apples-to-apples and checkable), both filings' accession numbers for one-click lineage, an analyst-importance tier (1 headline / 2 statement line / 3 footnote), the fact's rank within the company's restatement history, and — crucially — HOW the company told the market (`disclosure_class`): `non_reliance` (it filed an 8-K Item 4.02 telling the SEC not to rely on its prior financials), `amended` (a 10-K/A or 10-Q/A), or `undisclosed` (the number changed inside a routine 10-Q/10-K — no amendment, no 4.02). About 94% of events are `undisclosed`: most numbers that change, change quietly. `undisclosed` is a statement about the FILING CHAIN, not about the filer's intent — adopting a new accounting standard (ASC 606, ASC 842) legitimately restates prior comparatives with nobody doing anything wrong. Do NOT describe these as fraud, concealment, or wrongdoing. Filter by ticker, sector, severity, minimum swing, importance, disclosure class, or filing date; sort by recency (default) or significance; paginate with the returned cursor. Public data — available on every tier. Provenance: derived from SEC EDGAR filings; verify any figure with verify_fact_lineage.

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• fda_search_510k

  FDA Data MCP

  Search FDA 510(k) clearances across all companies. Filter by company name (fuzzy match), product code, decision code (e.g., SESE=substantially equivalent), clearance type (Traditional, Special, Abbreviated), and date range. Returns clearance number (K-number), applicant, device name, decision date, and product code. Related: fda_device_class (product code details and classification), fda_product_code_lookup (cross-reference a product code across 510(k) and PMA), fda_search_pma (PMA approvals for higher-risk devices).

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• fda_device_class

  FDA Data MCP

  Lookup FDA device classification details by product code. Returns device name, device class (I/II/III), medical specialty, regulation number, review panel, submission type, and definition. Requires: product code (3-letter code from 510(k), PMA, or device product listings). Related: fda_product_code_lookup (cross-reference across 510(k) and PMA), fda_search_510k (clearances for this product code), fda_search_pma (PMA approvals for this product code).

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• check_password

  Hibp

  Check whether a password appears in known breach corpora. Uses k-anonymity: the password is SHA-1ed locally, only the first 5 hex chars leave the worker, and the response is filtered to match the rest. Returns pwned count (0 = not seen). The password itself is never transmitted.

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• load_filing_workflow

  Shibui Finance

  Load filing workflow for SEC/EDGAR metadata, 8-K events, 10-K/10-Q reports. REQUIRES get_database_schema then get_query_patterns to be called first (in that order). Call BEFORE writing SQL whenever the user asks about filing dates, filing activity, "who filed", "filed a form", filing frequency, SEC filings, EDGAR, 8-K events, 10-K/10-Q reports, proxy statements, or any query involving the sec_filings table (metadata - when/what type, not transaction detail). For insider transaction detail (shares, prices, cluster buying), use load_insider_workflow instead. Can be combined with other workflow tools.

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• parse_ar_amount

  Velora LATAM Tools

  Use this before doing arithmetic on any amount typed by an Argentine user. Parses an Argentine peso amount string — e.g. '$1.234,56', '1234,56', '5.000', '5k' — into a plain number. Handles the Argentine convention where '.' is the thousands separator and ',' is the decimal separator. Also understands k/K suffixes ('5k' → 5000). Returns the parsed number and a normalised display string, or an error if the input cannot be parsed (null result, no number found, or zero). Always call this before operating on amounts received as text from chat or forms.

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• demand_pulse

  Skill of Skills

  Public, k-anonymous demand signal from the directory: trending searches, most-saved and most-installed tools. Aggregates only — sourced from ≥5 distinct anonymous sessions per entry.

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• search_device510k

  Scite

  Search FDA 510(k) premarket notification clearances from the scite device database. Use this tool to find medical device clearances by device name, product code, applicant, clearance type, or K number. Returns clearances with device details, decision info, applicant information, and regulatory classifications. 510(k) is the FDA's premarket notification process -- manufacturers must demonstrate that their device is substantially equivalent to a legally marketed device before it can be sold. **Parameters:** - q: Search query string (device name, product code, applicant, K number, etc.) - f: Space-delimited filters in `field:"value"` format (e.g. `device.deviceClass:"2" decision.decisionCode:"SESE"`) - p: Page number (default: 1) - s: Sort field (default: _relevance). Options: - _relevance: relevance score (sortDir ignored) - device.device_class: device risk classification - device.date_received: date FDA received the submission - decision.decision_date: date of FDA decision - sortDir: Sort direction, asc or desc (default: desc). Ignored when s is _relevance. **Returns:** Device 510(k) clearances with kNumber, title, summaryText, device info (name, class, productCode, clearanceType, regulationNumber), decision info (code, description, date, committee), applicant details, and tags. **Note:** This tool returns structured clearance metadata only. For the actual narrative content of 510(k) summary documents (test results, substantial equivalence reasoning, indications for use, performance data), use `search_510k_summaries` instead.

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• get_device510k

  Scite

  Fetch full details for a single FDA 510(k) clearance by K number. Use this after `search_device510k` when you need the complete record for a specific clearance, including the full `summaryText` (the complete 510(k) summary statement, often very long), full `applicant` details (address, contact, country), `registration` info (FEI and registration numbers), and the complete `decision` object (code, description, committee, review flags). The search tool returns a brief highlighted snippet of the summary text; call this tool for a specific K number when you need the full text or detailed applicant/registration information. **Parameters:** - id: K number identifier (e.g. `K210674`). **Returns:** A compact detail record with full summary text, complete applicant information, registration details, and decision metadata.

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• get_510k_summary

  Scite

  Fetch the full text of a single FDA 510(k) summary PDF by document ID. Use this after `search_510k_summaries` or `search_device510k` when you need the complete narrative text of a 510(k) summary, not just search snippets or structured metadata. Returns the full extracted text organized by page. **Parameters:** - id: Document identifier (the K number, e.g. `K192757`). Can be obtained from either `search_510k_summaries` or `search_device510k` results. **Returns:** The full-text content of the 510(k) summary PDF, organized by page, with file metadata and ontology tags.

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• explain_tax_document

  Arc & Ledger Tax Tools

  Use this when a user receives a US tax form or information document and wants to know what it is, why they got it, which boxes matter, where it goes on their return, what to double-check, or what to do if it is wrong, duplicated, or never arrived. Covers W-2, W-2G, the 1099 family (NEC, MISC, K, INT, DIV, B, DA, R, G, C, S, SA, Q), Schedule K-1 (partnership 1065, S-corp 1120-S, estate/trust 1041), SSA-1099, 1042-S, 5498, 1098, 1098-T, 1098-E, 1095-A/B/C, and W-9 / W-8BEN requests. For IRS letters and notices (CP or LT codes) use decode_irs_notice instead. Set brief:true for a shorter answer.

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• export_dataset

  Trillboards DOOH Advertising

  Export observation data as a structured dataset. Supports filtering by time, geography, venue type, and observation family. Applies k-anonymity (k=5) to protect individual privacy. Queries the relevant table based on the selected dataset type, applies filters, enforces k-anonymity by suppressing groups with fewer than 5 observations, and returns structured data. WHEN TO USE: - Exporting audience data for external analysis - Building datasets for machine learning or reporting - Getting structured vehicle or commerce data for a specific time/place - Creating cross-signal datasets for correlation analysis RETURNS: - data: Array of dataset rows (schema varies by dataset type) - metadata: { row_count, k_anonymity_applied, export_id, dataset, filters_applied, time_range } - suggested_next_queries: Related exports or analyses Dataset types: - observations: Raw observation stream data (all families) - audience: Audience-specific data (face_count, demographics, attention, emotion) - vehicle: Vehicle counting and classification data - cross_signal: Pre-computed cross-signal correlation insights EXAMPLE: User: "Export audience data from retail venues last week" export_dataset({ dataset: "audience", filters: { time_range: { start: "2026-03-09", end: "2026-03-16" }, venue_type: ["retail"] }, format: "json" }) User: "Get vehicle data near geohash 9q8yy" export_dataset({ dataset: "vehicle", filters: { time_range: { start: "2026-03-15", end: "2026-03-16" }, geo: "9q8yy" } })

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• k1_basis_compute

  mlp-tax

  Computes adjusted partner basis from a single year of Schedule K-1 data using the IRS Partner's Basis Worksheet methodology (Lines 1-14), per IRC §705 (basis computation), §722 (initial basis), §731(a)(1) (gain on distribution exceeding basis), §733 (basis reduction), §752 (liability share allocation), §704(d) (loss limitation and suspended-loss carryforward), and §199A (QBI deduction). Returns the ending adjusted basis, every worksheet line value, any §731 gain triggered when distributions exceed basis, and §704(d) suspended losses carried forward. Use when: User holds direct MLP units (EPD, ET, MPLX, WES, PAA, NRP, USAC, SUN, or similar publicly traded midstream partnerships) and has structured K-1 box values for one tax year — Box 1 ordinary income, Box 19A cash distributions, Item K liability change, optionally Box 5 interest income, Box 11 §179 deduction, Box 13W §199A QBI amount. Single tax year, single lot. Don't use for: 1099-DIV ETFs (AMLP, MLPX, AMZA — these use RIC structure, no K-1, different tax regime — use a standard cost-basis calculator instead). Multi-year basis carryforward across consecutive K-1s — use k1_basis_multi_year. General partnership interests outside publicly traded MLPs (different §1402 self-employment treatment). Limitations: Single tax year only — for multi-year basis tracking with §731 gain detection across years, use k1_basis_multi_year. Single-lot only — for multi-lot allocation and optimal sell ordering, see lucasandersen.ai. Federal-level only — does not include state basis adjustments. Maintained by Lucas Andersen, MS Finance, with direct positions in major midstream MLPs. Methodology auditable at lucasandersen.ai/methodology.

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• k1_basis_multi_year

  mlp-tax

  Computes a running adjusted partner basis across multiple years of Schedule K-1 data, per IRC §705 (basis computation), §731(a)(1) (gain on distributions exceeding basis), §751(a) (accumulated ordinary recapture), §752 (liability share allocation across years), §704(d) (suspended-loss carryforward), and §1014(a) (step-up if death today). Returns year-by-year basis trajectory, accumulated §751 recapture estimate, projected zero-basis year, §1014 step-up value if death today, and the broker-basis gap — the dollar amount by which a typical 1099-B understates true IRS-adjusted basis. Use when: User holds a direct MLP position (EPD, ET, MPLX, WES, PAA, NRP, USAC, SUN) across multiple consecutive tax years, has K-1s for those years, and wants to track adjusted basis year over year, identify the zero-basis year, quantify the gap between broker-reported basis and true IRS basis, or project §1014 step-up value if death occurred today. Don't use for: Single-year basis worksheet from one K-1 — use k1_basis_compute. Long-horizon forward projection from default assumptions when no actual K-1s are in hand — use mlp_projection. 1099-DIV ETFs (AMLP, MLPX, AMZA — RIC structure, no K-1, no basis-erosion mechanism; use a standard cost-basis calculator). Multi-position portfolio basis tracking — this tool handles one position per call. Limitations: Single position, single lot — for multi-lot or multi-position basis tracking with optimal sell ordering, see lucasandersen.ai. Federal-level only — does not include state-level basis adjustments. Accumulated §751 recapture is estimated across years; actual depends on the partnership's hot-asset disposition schedule and any year-specific §751(b) events. Maintained by Lucas Andersen, MS Finance, with direct positions in major midstream MLPs. Methodology auditable at lucasandersen.ai/methodology.

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