SEC Filings
Read SEC filings, reported financial facts and sampled filing comparisons with original sources.
¿Debería usar esto?
Calidad y seguridad
A
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
~2,622Tokens (definiciones de herramientas)
~6.5 KBTamaño de respuesta típico
Impacto significativo en la atención (2.05% 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://filings.tools/mcp"
}
}
}Puntos de conexión remotos
https://filings.tools/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (4)
🟢 Solo lectura🟡 Escritura🔴 Eliminación⚪ Desconocido
🟢list_filings(ticker, form, limit)
Find recent SEC filings for any company in the SEC's ticker list, by ticker or CIK, with filing ids, form types, dates, accession numbers and original SEC links. Returns up to 20 filings from the company's recent EDGAR window.
Esquema de entrada
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"pattern": "^[A-Za-z0-9.-]{1,13}$",
"description": "A ticker in EDGAR spelling (BRK-B), or a CIK such as 320193."
},
"form": {
"type": "string",
"enum": [
"10-K",
"10-Q",
"8-K",
"10-K/A",
"10-Q/A",
"20-F",
"40-F"
]
},
"limit": {
"default": 10,
"type": "integer",
"minimum": 1,
"maximum": 20
}
},
"required": [
"ticker"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"company": {
"type": "object",
"properties": {
"cik": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"sic": {
"type": "string"
},
"sicDescription": {
"type": "string"
},
"fiscalYearEnd": {
"type": "string"
}
},
"required": [
"cik",
"ticker",
"name"
],
"additionalProperties": false
},
"filings": {
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"form": {
"type": "string"
},
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"sourceUrl": {
"type": "string"
},
"pageUrl": {
"type": "string"
},
"sectionsUrl": {
"type": "string"
}
},
"required": [
"id",
"form",
"accession",
"filingDate",
"reportDate",
"sourceUrl",
"pageUrl",
"sectionsUrl"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"message": {
"type": "string"
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢read_filing_section(filing_id, section, max_characters)
Read a named section from an SEC filing id. Omitting section returns the section index without text. A section reply contains at most 20,000 characters, with its original length and an explicit truncation flag.
Esquema de entrada
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
},
"section": {
"type": "string",
"pattern": "^[a-z0-9-]{1,80}$"
},
"max_characters": {
"default": 12000,
"type": "integer",
"minimum": 500,
"maximum": 20000
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"id": {
"type": "string"
},
"product": {
"type": "string",
"const": "filings"
},
"title": {
"type": "string"
},
"sourceUrl": {
"type": "string"
},
"parserVersion": {
"type": "string"
},
"topics": {
"type": "array",
"items": {
"type": "string"
}
},
"meta": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": [
"string",
"number",
"boolean",
"null"
]
}
},
"index_only": {
"type": "boolean"
},
"section_found": {
"type": "boolean"
},
"sections_truncated": {
"type": "boolean"
},
"sections": {
"maxItems": 80,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"chars": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"markdown": {
"type": "string",
"maxLength": 20000
},
"returned_characters": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"truncated": {
"type": "boolean"
}
},
"required": [
"id",
"title",
"chars"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"message": {
"type": "string"
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢filing_facts(filing_id, limit)
Read XBRL facts tagged to one filing's accession, covering the API's ten supported concepts. Returns up to 200 reported values with units and periods. It does not return all company periods or calculate investment advice.
Esquema de entrada
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
},
"limit": {
"default": 50,
"type": "integer",
"minimum": 1,
"maximum": 200
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"company": {
"type": "object",
"properties": {
"cik": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"sic": {
"type": "string"
},
"sicDescription": {
"type": "string"
},
"fiscalYearEnd": {
"type": "string"
}
},
"required": [
"cik",
"ticker",
"name"
],
"additionalProperties": false
},
"filing": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"form": {
"type": "string"
},
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"sourceUrl": {
"type": "string"
}
},
"required": [
"id",
"form",
"accession",
"filingDate",
"reportDate",
"sourceUrl"
],
"additionalProperties": false
},
"total_facts": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"truncated": {
"type": "boolean"
},
"facts": {
"maxItems": 200,
"type": "array",
"items": {
"type": "object",
"properties": {
"concept": {
"type": "string"
},
"friendly": {
"type": "string"
},
"value": {
"type": "number"
},
"unit": {
"type": "string"
},
"start": {
"type": "string"
},
"end": {
"type": "string"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"form": {
"type": "string"
},
"filed": {
"type": "string"
},
"accession": {
"type": "string"
}
},
"required": [
"concept",
"value",
"unit",
"end",
"form",
"filed",
"accession"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"message": {
"type": "string"
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢compare_filing(filing_id)
Compare an SEC filing with the preceding available reporting period of the same company and form. Returns full sentence-change counts and bounded examples for up to eight sections; reports when a prior filing is unavailable. It is a sampled comparison, not a complete redline.
Esquema de entrada
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Esquema de salida
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"id": {
"type": "string"
},
"ticker": {
"type": "string"
},
"form": {
"type": "string"
},
"comparable": {
"type": "boolean"
},
"current": {
"type": "object",
"properties": {
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"url": {
"type": "string"
},
"page": {
"type": "string"
}
},
"required": [
"accession",
"filingDate",
"reportDate",
"url",
"page"
],
"additionalProperties": false
},
"company": {
"type": "string"
},
"prior": {
"type": "object",
"properties": {
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"url": {
"type": "string"
},
"page": {
"type": "string"
}
},
"required": [
"accession",
"filingDate",
"reportDate",
"url",
"page"
],
"additionalProperties": false
},
"reportDate": {
"type": "string"
},
"reason": {
"type": "string"
},
"message": {
"type": "string"
},
"totals": {
"type": "object",
"properties": {
"added": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"removed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"changed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"unchanged": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"added",
"removed",
"changed",
"unchanged"
],
"additionalProperties": false
},
"total_sections": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"samples_only": {
"type": "boolean"
},
"sections": {
"maxItems": 8,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"counts": {
"type": "object",
"properties": {
"added": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"removed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"changed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"unchanged": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"added",
"removed",
"changed",
"unchanged"
],
"additionalProperties": false
},
"onlyIn": {
"type": "string",
"enum": [
"prior",
"current"
]
},
"added": {
"maxItems": 2,
"type": "array",
"items": {
"type": "string",
"maxLength": 400
}
},
"removed": {
"maxItems": 2,
"type": "array",
"items": {
"type": "string",
"maxLength": 400
}
},
"changed": {
"maxItems": 2,
"type": "array",
"items": {
"type": "object",
"properties": {
"before": {
"type": "string",
"maxLength": 400
},
"after": {
"type": "string",
"maxLength": 400
},
"similarity": {
"type": "number"
}
},
"required": [
"before",
"after",
"similarity"
],
"additionalProperties": false
}
}
},
"required": [
"id",
"title",
"counts",
"added",
"removed",
"changed"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}Comunidad
Evidencia
Observaciones recientes
verificadoversión no registrada4 herramientas