filings
SEC-signed profiles for 8,000+ US public companies from EDGAR filings. Token-efficient.
Should I use this
Quality & Safety
Findings (4)
- LOWTool 'origin_profile' description lacks action verbin origin_profile
- LOWTool 'origin_timeline' description lacks action verbin origin_timeline
- LOWTool 'origin_person' description lacks action verbin origin_person
- LOWTool 'origin_filings' description lacks action verbin origin_filings
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"filings": {
"url": "https://origin.rootz.global/mcp"
}
}
}Remote endpoints
https://origin.rootz.global/mcpstreamable-httpWhat it can do
Tool inventory
Tools (9)
⚪origin_company(ticker)
Look up a US public company by ticker. SEC-verified, ~200 tokens. Use this FIRST for any company query.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker (e.g. AAPL, MSFT, WAVX) or CIK number"
}
},
"required": [
"ticker"
]
}⚪origin_profile(ticker)
Full company profile: people, products, partnerships. ~800 tokens.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
}
},
"required": [
"ticker"
]
}⚪origin_timeline(ticker)
Quarter-by-quarter history from SEC filings. ~2000 tokens.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
}
},
"required": [
"ticker"
]
}⚪origin_person(name)
Career path across US public companies.
Input Schema
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Person name"
}
},
"required": [
"name"
]
}🟢origin_search(query)
Cross-company search by keyword, technology, or person.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string"
}
},
"required": [
"query"
]
}⚪origin_filings(ticker, form)
SEC filing index with EDGAR links.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"form": {
"type": "string",
"description": "Optional: 10-K, 10-Q, 8-K"
}
},
"required": [
"ticker"
]
}🟢origin_transcripts(ticker, topic, q, first)
Search earnings call transcripts. Query by topic (ai, trusted_computing, blockchain, data_center, etc.), company ticker, or free text. Returns extracted facts, speakers, and metrics from earnings calls.
Input Schema
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Optional: filter by company ticker"
},
"topic": {
"type": "string",
"description": "Optional: topic tag (ai, trusted_computing, blockchain, data_center, quantum, cybersecurity, robotics, autonomous, gaming, etc.)"
},
"q": {
"type": "string",
"description": "Optional: free text search across facts"
},
"first": {
"type": "boolean",
"description": "Optional: if true, returns first-mention date per company for the topic"
}
},
"required": []
}🟢origin_engage(email, tickers, frequency)
Enroll a user for company research briefings. The user provides their email and tickers to watch. They get weekly or daily digests with filing signals, earnings facts, and AI interest data. Use this when a user says they want to track companies or get regular updates.
Input Schema
{
"type": "object",
"properties": {
"email": {
"type": "string",
"description": "User email address"
},
"tickers": {
"type": "array",
"items": {
"type": "string"
},
"description": "Array of stock tickers to watch (max 20)"
},
"frequency": {
"type": "string",
"enum": [
"daily",
"weekly",
"monthly"
],
"description": "How often to send briefings (default: weekly)"
}
},
"required": [
"email",
"tickers"
]
}🟢origin_digest(email)
Get the latest research digest for an enrolled user. Returns filing signals, recent facts, stock quotes, and AI agent interest levels for their watched companies. Use this to brief a user on their portfolio.
Input Schema
{
"type": "object",
"properties": {
"email": {
"type": "string",
"description": "User email address"
}
},
"required": [
"email"
]
}Community
Evidence