Zovo SEC Filings
SEC filings and financials
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Calidad y seguridad
A
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
~1,686Tokens (definiciones de herramientas)
~7.9 KBTamaño de respuesta típico
Impacto moderado en la atención (1.32% 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": {
"sec-filings": {
"url": "https://sec-filings.zovo.one/mcp"
}
}
}Puntos de conexión remotos
https://sec-filings.zovo.one/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (2)
🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢get_company_financials(company, period, years)
Use this when the user wants company financials or revenue history from SEC filings for a US public company, for example 10-K revenue, net income by year, or a financial statements download. Reads live SEC EDGAR XBRL data and returns revenue, net income, total assets, liabilities, cash, operating cash flow and diluted EPS per annual or quarterly period, with year-over-year growth, plus CSV and XLSX files. Values are as reported, not adjusted; some filers use other concepts, which show 'not reported'. Do not use for share prices, forecasts, or investment advice.
Esquema de entrada
{
"type": "object",
"properties": {
"company": {
"type": "string",
"minLength": 1,
"maxLength": 120,
"description": "Company ticker or name, e.g. AAPL or Apple. US-listed companies in the SEC EDGAR index."
},
"period": {
"description": "annual gives fiscal years (default); quarterly gives the latest reported 10-Q quarters. Example: annual.",
"type": "string",
"enum": [
"annual",
"quarterly"
]
},
"years": {
"description": "Years of history, a whole number 1 to 10 (default 5). Example: 5.",
"type": "integer",
"minimum": 1,
"maximum": 10
}
},
"required": [
"company"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string"
},
"query": {
"type": "string"
},
"company": {
"type": [
"string",
"null"
]
},
"ticker": {
"type": [
"string",
"null"
]
},
"cik": {
"type": [
"string",
"null"
]
},
"fiscal_year_end": {
"type": [
"string",
"null"
]
},
"period": {
"type": "string"
},
"years": {
"type": "number"
},
"metrics": {
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"label": {
"type": "string"
},
"unit": {
"type": [
"string",
"null"
]
}
},
"required": [
"key",
"label",
"unit"
],
"additionalProperties": false
}
},
"periods": {
"type": "array",
"items": {
"type": "object",
"properties": {
"label": {
"type": "string"
},
"end": {
"type": "string"
},
"start": {
"type": [
"string",
"null"
]
},
"values": {
"type": "array",
"items": {
"type": "object",
"properties": {
"key": {
"type": "string"
},
"value": {
"type": [
"number",
"null"
]
},
"unit": {
"type": [
"string",
"null"
]
},
"form": {
"type": [
"string",
"null"
]
},
"filed": {
"type": [
"string",
"null"
]
}
},
"required": [
"key",
"value",
"unit",
"form",
"filed"
],
"additionalProperties": false
}
},
"growth": {
"type": "object",
"properties": {
"revenue_pct": {
"type": [
"number",
"null"
]
},
"net_income_pct": {
"type": [
"number",
"null"
]
}
},
"required": [
"revenue_pct",
"net_income_pct"
],
"additionalProperties": false
}
},
"required": [
"label",
"end",
"start",
"values",
"growth"
],
"additionalProperties": false
}
},
"period_count": {
"type": "number"
},
"latest": {
"type": "object",
"properties": {
"revenue": {
"type": [
"number",
"null"
]
},
"net_income": {
"type": [
"number",
"null"
]
},
"assets": {
"type": [
"number",
"null"
]
},
"liabilities": {
"type": [
"number",
"null"
]
},
"cash": {
"type": [
"number",
"null"
]
},
"operating_cash_flow": {
"type": [
"number",
"null"
]
},
"diluted_eps": {
"type": [
"number",
"null"
]
}
},
"required": [
"revenue",
"net_income",
"assets",
"liabilities",
"cash",
"operating_cash_flow",
"diluted_eps"
],
"additionalProperties": false
},
"latest_label": {
"type": [
"string",
"null"
]
},
"revenue_growth": {
"type": [
"number",
"null"
]
},
"net_income_growth": {
"type": [
"number",
"null"
]
},
"candidates": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"cik": {
"type": "string"
}
},
"required": [
"ticker",
"name",
"cik"
],
"additionalProperties": false
}
},
"source": {
"anyOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string"
},
"retrieved_utc": {
"type": "string"
}
},
"required": [
"name",
"url",
"retrieved_utc"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"downloads": {
"anyOf": [
{
"type": "object",
"properties": {
"csv": {
"type": "string"
},
"xlsx": {
"type": "string"
}
},
"required": [
"csv",
"xlsx"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"notes": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"status",
"query",
"company",
"ticker",
"cik",
"fiscal_year_end",
"period",
"years",
"metrics",
"periods",
"period_count",
"latest",
"latest_label",
"revenue_growth",
"net_income_growth",
"candidates",
"source",
"downloads",
"notes"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢find_latest_filings(company, forms, limit)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"company": {
"type": "string",
"minLength": 1,
"maxLength": 120,
"description": "Company ticker or name, e.g. AAPL or Apple. US-listed companies in the SEC EDGAR index."
},
"forms": {
"description": "Filing types to include: a subset of 10-K, 10-Q, 8-K, S-1, DEF 14A, 20-F. Default 10-K, 10-Q, 8-K. Example: [\"10-K\",\"8-K\"].",
"minItems": 1,
"maxItems": 6,
"type": "array",
"items": {
"type": "string",
"enum": [
"10-K",
"10-Q",
"8-K",
"S-1",
"DEF 14A",
"20-F"
]
}
},
"limit": {
"description": "Maximum number of filings to return, a whole number 1 to 40 (default 12). Example: 10.",
"type": "integer",
"minimum": 1,
"maximum": 40
}
},
"required": [
"company"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string"
},
"query": {
"type": "string"
},
"company": {
"type": [
"string",
"null"
]
},
"ticker": {
"type": [
"string",
"null"
]
},
"cik": {
"type": [
"string",
"null"
]
},
"forms": {
"type": "array",
"items": {
"type": "string"
}
},
"count": {
"type": "number"
},
"filings": {
"type": "array",
"items": {
"type": "object",
"properties": {
"form": {
"type": "string"
},
"filing_date": {
"type": "string"
},
"report_date": {
"type": [
"string",
"null"
]
},
"description": {
"type": "string"
},
"link": {
"type": "string"
}
},
"required": [
"form",
"filing_date",
"report_date",
"description",
"link"
],
"additionalProperties": false
}
},
"candidates": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"cik": {
"type": "string"
}
},
"required": [
"ticker",
"name",
"cik"
],
"additionalProperties": false
}
},
"source": {
"anyOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string"
},
"retrieved_utc": {
"type": "string"
}
},
"required": [
"name",
"url",
"retrieved_utc"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"notes": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"status",
"query",
"company",
"ticker",
"cik",
"forms",
"count",
"filings",
"candidates",
"source",
"notes"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}Comunidad
Evidencia
Observaciones recientes
verificadoversión no registrada2 herramientas