SEC Filings
Read SEC filings, reported financial facts and sampled filing comparisons with original sources.
사용해야 할까요
품질 및 안전성
도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.
컨텍스트 비용
이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.
설치
원클릭 설치
`claude_desktop_config.json` 파일에 다음을 추가하세요:
{
"mcpServers": {
"sec-filings": {
"url": "https://filings.tools/mcp"
}
}
}원격 엔드포인트
https://filings.tools/mcpstreamable-http할 수 있는 일
도구 목록
도구 (4)
🟢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.
입력 스키마
{
"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#"
}출력 스키마
{
"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"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢read_filing_section(filing_id, section, max_characters)
Read a named section from an SEC filing id. Omitting section returns the section index without text. A section reply contains at most 20,000 characters, with its original length and an explicit truncation flag.
입력 스키마
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
},
"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#"
}출력 스키마
{
"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"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢filing_facts(filing_id, limit)
Read XBRL facts tagged to one filing's accession, covering the API's ten supported concepts. Returns up to 200 reported values with units and periods. It does not return all company periods or calculate investment advice.
입력 스키마
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
},
"limit": {
"default": 50,
"type": "integer",
"minimum": 1,
"maximum": 200
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}출력 스키마
{
"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.
입력 스키마
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}출력 스키마
{
"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
}커뮤니티
증거