Zovo SEC Filings
SEC filings and financials
Should I use this
Quality & Safety
A
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
~1,686Tokens (tool definitions)
~7.9 KBTypical response size
Moderate attention impact (1.32% of 128k context)
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-filings": {
"url": "https://sec-filings.zovo.one/mcp"
}
}
}Remote endpoints
https://sec-filings.zovo.one/mcpstreamable-httpWhat it can do
Tool inventory
Tools (2)
🟢 Read-only🟡 Write🔴 Delete⚪ Unknown
🟢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.
Input Schema
{
"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#"
}Output Schema
{
"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.
Input Schema
{
"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"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}Output Schema
{
"type": "object",
"properties": {
"status": {
"type": "string"
},
"query": {
"type": "string"
},
"company": {
"type": [
"string",
"null"
]
},
"ticker": {
"type": [
"string",
"null"
]
},
"cik": {
"type": [
"string",
"null"
]
},
"forms": {
"type": "array",
"items": {
"type": "string"
}
},
"count": {
"type": "number"
},
"filings": {
"type": "array",
"items": {
"type": "object",
"properties": {
"form": {
"type": "string"
},
"filing_date": {
"type": "string"
},
"report_date": {
"type": [
"string",
"null"
]
},
"description": {
"type": "string"
},
"link": {
"type": "string"
}
},
"required": [
"form",
"filing_date",
"report_date",
"description",
"link"
],
"additionalProperties": false
}
},
"candidates": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"cik": {
"type": "string"
}
},
"required": [
"ticker",
"name",
"cik"
],
"additionalProperties": false
}
},
"source": {
"anyOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string"
},
"retrieved_utc": {
"type": "string"
}
},
"required": [
"name",
"url",
"retrieved_utc"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"notes": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"status",
"query",
"company",
"ticker",
"cik",
"forms",
"count",
"filings",
"candidates",
"source",
"notes"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}Community
Evidence
Recent observations
verifiedversion not recorded2 tools