filingapi

Get SEC filings (8-K, 10-Q, etc.) for a company by ticker symbol. Use this to see what filings are available for a company, with dates and accession numbers. Does not include guidance extraction - use get_guidance for that.

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "filing_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Filing Type"
    }
  },
  "required": [
    "ticker"
  ],
  "title": "get_filingsArguments"
}

Get forward-looking guidance language extracted from a company's SEC filings, by ticker symbol. Use this when asked what a company said about future performance, revenue outlook, margin expectations, or other forward-looking statements. Note: results are keyword-matched sentences from filings and may include both forward guidance and recent reported results - read each sentence carefully to distinguish actual forward guidance from historical figures.

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ],
  "title": "get_guidanceArguments"
}

Get the full detail of a single SEC filing by ticker and accession number (the unique SEC filing ID, e.g. '0000320193-26-000011'). Use this after get_filings or get_guidance has identified a specific filing you want to inspect in full.

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    },
    "accession_number": {
      "title": "Accession Number",
      "type": "string"
    }
  },
  "required": [
    "ticker",
    "accession_number"
  ],
  "title": "get_filing_detailArguments"
}

Search across all SEC filings in the database by keyword, optionally filtered by ticker and date range (YYYY-MM-DD format). Use this for open-ended questions like "which companies mentioned supply chain issues" rather than looking up one known ticker.

{
  "type": "object",
  "properties": {
    "query": {
      "title": "Query",
      "type": "string"
    },
    "ticker": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Ticker"
    },
    "date_from": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Date From"
    },
    "date_to": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Date To"
    }
  },
  "required": [
    "query"
  ],
  "title": "search_filingsArguments"
}

Get all available earnings call transcripts for a company by ticker. Returns a list of transcripts (each with fiscal_quarter, fiscal_year, date, and speakers). If asked about a specific quarter, look for it within the returned list rather than expecting a single result - this endpoint does not currently filter server-side. Use this when asked what was said on an earnings call, as opposed to in written SEC filings.

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ],
  "title": "get_transcriptArguments"
}

Get upcoming earnings announcement dates with EPS and revenue estimates. Defaults to the next 7 days if no dates specified. Use this when asked about upcoming earnings, who reports this week, or when a specific company's next earnings date is.

{
  "type": "object",
  "properties": {
    "date_from": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Date From"
    },
    "date_to": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Date To"
    },
    "ticker": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Ticker"
    }
  },
  "title": "get_earnings_calendarArguments"
}

List all available sectors with the number of tickers in each. Use this when asked about sectors, industries, or to find which sector a type of company falls under. Returns 11 GICS sectors covering the S&P 500.

{
  "type": "object",
  "properties": {},
  "title": "list_sectorsArguments"
}

Get recent SEC filings for all companies in a given sector. Sector names are case-insensitive, e.g. "Technology", "Energy", "Healthcare". Use list_sectors first if unsure of exact names. Optionally filter by event_type (earnings_release, acquisition, executive_change, restructuring, dividend, guidance_update).

{
  "type": "object",
  "properties": {
    "sector": {
      "title": "Sector",
      "type": "string"
    },
    "event_type": {
      "anyOf": [
        {
          "type": "string"
        },
        {
          "type": "null"
        }
      ],
      "default": null,
      "title": "Event Type"
    }
  },
  "required": [
    "sector"
  ],
  "title": "get_sector_filingsArguments"
}

Get sector, industry, and data coverage info for a company. Returns the company's GICS sector and industry classification, plus counts of available filings and transcripts.

{
  "type": "object",
  "properties": {
    "ticker": {
      "title": "Ticker",
      "type": "string"
    }
  },
  "required": [
    "ticker"
  ],
  "title": "get_company_infoArguments"
}

Get real-time AI sentiment signals derived from SEC 8-K filings. Each signal includes: ticker, bullish/bearish/neutral classification, confidence score (-100 to 100), a one-line summary, and key factors. Signals are generated by Claude Haiku within minutes of EDGAR publication. Use this when asked which companies have recently filed bullish or bearish 8-Ks, or to screen for sentiment shifts across the S&P 500. Default window is 30 days; set hours=24 for today only.

{
  "type": "object",
  "properties": {
    "hours": {
      "default": 720,
      "title": "Hours",
      "type": "integer"
    },
    "limit": {
      "default": 20,
      "title": "Limit",
      "type": "integer"
    }
  },
  "title": "get_signalsArguments"
}