Edgar & Edgarette: SEC Filing Boards

SEC filings the day they are filed, on nine boards, plus an actuarial reading of any US filer.

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Calidad y seguridad

A
Calidad de la descripción
99%
Integridad del esquema
84%
Calidad de los nombres
98%
Riesgo de envenenamiento
100%
Coincidencia de permisos
100%
Cumplimiento del protocolo
100%

Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.

Costo de contexto

~2,423Tokens (definiciones de herramientas)
~602 BTamaño de respuesta típico
Impacto moderado en la atención (1.89% del contexto de 128k)

Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.

Instalar

Instalación con un clic

Agrega esto a tu archivo `claude_desktop_config.json`:

{
  "mcpServers": {
    "edgar-and-edgarette": {
      "url": "https://www.pops4.com/boards/mcp"
    }
  }
}

Puntos de conexión remotos

https://www.pops4.com/boards/mcpstreamable-http

Qué puede hacer

Inventario de herramientas

Herramientas (17)

🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢get_breaches(limit)

Answers: Which public companies have disclosed a cybersecurity incident to the SEC? The reply opens with a one-line answer and its date. Breach Clock. SEC 8-K Item 1.05 · every filer · same day. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_charter_amendments(limit)

Answers: Which public companies changed their name, charter or bylaws this week? The reply opens with a one-line answer and its date. Charter Amendments. SEC 8-K Item 5.03 · articles, bylaws, fiscal year · renames flagged. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_mergers(limit)

Answers: Which public companies completed an acquisition or changed control this week? The reply opens with a one-line answer and its date. Identity Mergers. SEC 8-K Items 2.01 and 5.01 · completed acquisitions and control changes. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_agreements(limit)

Answers: Which public companies signed a material agreement this week? The reply opens with a one-line answer and its date. Material Agreements. SEC 8-K Item 1.01 · sponsorships, naming rights, partnerships. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_restructuring(limit)

Answers: Which public companies reported restructuring costs this week? The reply opens with a one-line answer and its date. Restructuring. SEC 8-K Item 2.05 · costs associated with exit or disposal. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_cmo_moves(limit)

Answers: Which public companies changed a top officer this week? The reply opens with a one-line answer and its date. Officer Moves. SEC 8-K Item 5.02 · departures and appointments. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_ipo_watch(limit)

Answers: Which companies filed to go public this week? The reply opens with a one-line answer and its date. IPO Watch. SEC Form S-1 · companies registering to go public. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_annual_meetings(limit)

Answers: Which public companies filed an annual meeting proxy this week? The reply opens with a one-line answer and its date. Annual Meetings. SEC Form DEF 14A · definitive proxy statements. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
🟢get_auditor_watch(limit)

Answers: Which public companies changed auditors, or said past financials cannot be relied on, this week? The reply opens with a one-line answer and its date. Auditor Watch. SEC 8-K Items 4.01 and 4.02 · auditor changes and non-reliance. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "limit": {
      "type": "number",
      "description": "max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board"
    }
  }
}
⚪watch_company(company, email, cik, board)

Ask Edgar (POPS4) to email a person the day a company files with the SEC. Needs the person's email and the company name as it files (or its CIK). Each note carries a one-click stop link.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "company": {
      "type": "string"
    },
    "email": {
      "type": "string"
    },
    "cik": {
      "type": "string",
      "description": "optional SEC CIK, exact match"
    },
    "board": {
      "type": "string",
      "enum": [
        "breaches",
        "charter-amendments",
        "mergers",
        "agreements",
        "restructuring",
        "cmo-moves",
        "ipo-watch",
        "annual-meetings",
        "auditor-watch"
      ]
    }
  },
  "required": [
    "company",
    "email"
  ]
}
⚪price_program(board, attendees, tier)

Price the program a filing usually calls for (e.g. mergers -> welcoming the new team; cmo-moves -> a new leader's launch), live from the POPS4 catalogue at wholesale. Returns total, per head, tier band, links to price it further, and the person who confirms it: Jenny Huang Goodman MPA MSc MHSA, Principal.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "board": {
      "type": "string",
      "enum": [
        "breaches",
        "charter-amendments",
        "mergers",
        "agreements",
        "restructuring",
        "cmo-moves",
        "ipo-watch",
        "annual-meetings",
        "auditor-watch"
      ]
    },
    "attendees": {
      "type": "number"
    },
    "tier": {
      "type": "string",
      "enum": [
        "essential",
        "professional",
        "executive",
        "luxury",
        "bespoke",
        "whiteglove"
      ]
    }
  },
  "required": [
    "board"
  ]
}
🟢get_company_performance(company, price)

Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "company": {
      "type": "string",
      "description": "company name, ticker or CIK"
    },
    "price": {
      "type": "number",
      "description": "optional share price YOU supply. Adds price/earnings, price/book, price/sales, dividend yield and market value, computed from that price and the company's filed per-share figures. The price is never stored or published; the card sources none."
    }
  },
  "required": [
    "company"
  ]
}
🟢get_brand_record(company)

Answers: what is this company’s brand record, as filed? For any US SEC filer (name, ticker or CIK): every name it has filed under with dates (renames told apart from style-only changes), tickers and exchanges, and its brand-moving 8-K filings (officer changes, charter amendments, acquisitions, control changes, material agreements, cybersecurity incidents), each linked to the filing, with a one-line answer and a citation line for media. From SEC EDGAR via POPS4. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "company": {
      "type": "string",
      "description": "company name, ticker or CIK"
    }
  },
  "required": [
    "company"
  ]
}
🟢get_ai_leaders

AI Leaders: 12 US public companies in the AI business, read from their own SEC annual reports — revenue, growth, operating margin, research spending, equity, return on equity, Edgarette’s 80% revenue range. No prices, no ratings. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {}
}
🟢get_energy_leaders

Renewable & Geothermal Energy: 12 US public companies in solar, wind, grid, fuel cells and geothermal, read from their own SEC annual reports — the same fields as get_ai_leaders. No prices, no ratings. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {}
}
🟢get_etf_health(ticker)

Look through a US-registered ETF (e.g. SPY, QQQ, DIA, IWM, XLF): its latest SEC N-PORT holdings, each stock matched to its SEC filer, and Health Watch (late filings, bankruptcy, listing notices, restructuring, impairments, cyber incidents, auditor changes) on the largest holdings, with the share of the fund they represent. Display only, not a rating. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "ticker": {
      "type": "string",
      "description": "ETF ticker, e.g. QQQ"
    }
  },
  "required": [
    "ticker"
  ]
}
🟢get_portfolio_health(cik, holdings)

Read a whole stock portfolio through SEC filings: give a 13F filer’s CIK (a pension fund or manager) or a list of holdings [{ticker, weight}]. Funds are looked through to their N-PORT holdings. Returns Health Watch warning share, concentration (top 10, effective holdings), sector mix, Edgarette’s revenue-range width, cash conversion, growth, dividends, equity ratio, the Cash Compass mix, the Health Harbor boat, overlap and risks. Display only, not a rating. Free, CC BY 4.0.

Esquema de entrada

{
  "type": "object",
  "properties": {
    "cik": {
      "type": "string",
      "description": "SEC CIK of a 13F filer, e.g. 714142"
    },
    "holdings": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "ticker": {
            "type": "string"
          },
          "weight": {
            "type": "number"
          }
        },
        "required": [
          "ticker"
        ]
      },
      "description": "holdings with weights or dollar amounts"
    }
  }
}

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