Filings Intel MCP
SEC EDGAR filings for AI agents: company lookup, filings, financials, insider trades. No keys.
我该使用它吗
质量与安全性
基于对工具定义和协议合规性的自动分析。
上下文开销
这是每次将服务器的工具加载到模型上下文窗口时所消耗的大致 token 数。数值越高，可用于其他任务的注意力就越少。
安装
一键安装
将以下内容添加到你的 `claude_desktop_config.json` 文件中：
{
"mcpServers": {
"sec-edgar-filings": {
"url": "https://filings.datakoot.com/mcp"
}
}
}远程端点
https://filings.datakoot.com/mcpstreamable-http它能做什么
工具清单
工具（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.
输入模式
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Ticker (e.g. AAPL), company name, or CIK"
}
},
"required": [
"query"
]
}🟢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.
输入模式
{
"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"
]
}🟢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.
输入模式
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Search phrase"
},
"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"
]
}🟢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.
输入模式
{
"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"
]
}🟡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.
输入模式
{
"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"
]
}社区
证据