Filings Intel MCP
SEC EDGAR filings for AI agents: company lookup, filings, financials, insider trades. No keys.
Should I use this
Quality & Safety
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": {
"sec-edgar-filings": {
"url": "https://filings.datakoot.com/mcp"
}
}
}Remote endpoints
https://filings.datakoot.com/mcpstreamable-httpWhat it can do
Tool inventory
Tools (5)
🟢company_lookup(query)
Resolve a stock ticker or company name to its SEC identity: CIK number, official name, ticker(s), exchange(s), industry (SIC), and fiscal year end. Start here before other Filings Intel calls.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Ticker (e.g. AAPL), company name, or CIK"
}
},
"required": [
"query"
]
}Output Schema
{
"type": "object",
"properties": {
"cik": {},
"name": {},
"tickers": {},
"exchanges": {},
"sic": {},
"industry": {},
"category": {},
"fiscal_year_end": {},
"ein": {},
"state": {},
"former_names": {},
"provenance": {
"type": "object",
"description": "Where this answer came from. served_at is when Datakoot answered (UTC); upstream lists the official sources consulted. Datakoot may serve a briefly cached copy, so the source's own observation can be older than served_at.",
"properties": {
"served_at": {
"type": "string",
"format": "date-time"
},
"upstream": {
"type": "array",
"items": {
"type": "string"
}
},
"publisher": {
"type": "string"
},
"may_be_cached": {
"type": "boolean"
}
}
}
},
"additionalProperties": true
}🟢recent_filings(query, form_type, limit)
List a company's most recent SEC filings (10-K annual reports, 10-Q quarterly, 8-K material events, S-1 IPO registrations, etc.) with filing dates and direct document links. Optionally filter by form type.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Ticker, name, or CIK"
},
"form_type": {
"type": "string",
"description": "Optional filter, e.g. 10-K, 10-Q, 8-K, 4"
},
"limit": {
"type": "integer",
"default": 15,
"description": "Maximum number of results to return."
}
},
"required": [
"query"
]
}Output Schema
{
"type": "object",
"properties": {
"company": {},
"cik": {},
"count": {},
"filings": {},
"provenance": {
"type": "object",
"description": "Where this answer came from. served_at is when Datakoot answered (UTC); upstream lists the official sources consulted. Datakoot may serve a briefly cached copy, so the source's own observation can be older than served_at.",
"properties": {
"served_at": {
"type": "string",
"format": "date-time"
},
"upstream": {
"type": "array",
"items": {
"type": "string"
}
},
"publisher": {
"type": "string"
},
"may_be_cached": {
"type": "boolean"
}
}
}
},
"additionalProperties": true
}🟢filing_search(query, form_type, limit)
Full-text search across all EDGAR filings for a keyword or phrase (e.g. a risk factor, product name, or executive). Returns matching filings with company, form type, and date. Optionally restrict to a form type.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Words or an exact phrase to find anywhere in EDGAR filing text, e.g. \"going concern\" or a product name."
},
"form_type": {
"type": "string",
"description": "Optional form filter, e.g. 8-K"
},
"limit": {
"type": "integer",
"default": 10,
"description": "Maximum number of results to return."
}
},
"required": [
"query"
]
}Output Schema
{
"type": "object",
"properties": {
"query": {},
"total": {},
"results": {},
"provenance": {
"type": "object",
"description": "Where this answer came from. served_at is when Datakoot answered (UTC); upstream lists the official sources consulted. Datakoot may serve a briefly cached copy, so the source's own observation can be older than served_at.",
"properties": {
"served_at": {
"type": "string",
"format": "date-time"
},
"upstream": {
"type": "array",
"items": {
"type": "string"
}
},
"publisher": {
"type": "string"
},
"may_be_cached": {
"type": "boolean"
}
}
}
},
"additionalProperties": true
}🟢financials(query, concept)
Get reported financial facts for a company from XBRL data in its filings: revenue, net income, total assets, liabilities, equity, EPS, and cash — most recent reported values, or the full history of one specific us-gaap concept.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Ticker, name, or CIK"
},
"concept": {
"type": "string",
"description": "Optional specific us-gaap concept, e.g. Revenues, NetIncomeLoss, Assets"
}
},
"required": [
"query"
]
}Output Schema
{
"type": "object",
"properties": {
"company": {},
"concept": {},
"unit": {},
"annual_only": {},
"history": {},
"note": {},
"cik": {},
"revenue": {},
"latest_reported": {},
"provenance": {
"type": "object",
"description": "Where this answer came from. served_at is when Datakoot answered (UTC); upstream lists the official sources consulted. Datakoot may serve a briefly cached copy, so the source's own observation can be older than served_at.",
"properties": {
"served_at": {
"type": "string",
"format": "date-time"
},
"upstream": {
"type": "array",
"items": {
"type": "string"
}
},
"publisher": {
"type": "string"
},
"may_be_cached": {
"type": "boolean"
}
}
}
},
"additionalProperties": true
}🟢insider_transactions(query, limit)
List recent insider ownership filings (Form 3/4/5) for a company — the filings officers, directors, and 10% owners submit when they buy or sell shares. Returns the filings with dates and links.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Ticker, name, or CIK"
},
"limit": {
"type": "integer",
"default": 15,
"description": "Maximum number of results to return."
}
},
"required": [
"query"
]
}Output Schema
{
"type": "object",
"properties": {
"company": {},
"cik": {},
"note": {},
"filings": {},
"provenance": {
"type": "object",
"description": "Where this answer came from. served_at is when Datakoot answered (UTC); upstream lists the official sources consulted. Datakoot may serve a briefly cached copy, so the source's own observation can be older than served_at.",
"properties": {
"served_at": {
"type": "string",
"format": "date-time"
},
"upstream": {
"type": "array",
"items": {
"type": "string"
}
},
"publisher": {
"type": "string"
},
"may_be_cached": {
"type": "boolean"
}
}
}
},
"additionalProperties": true
}Community
Evidence