Zovo SEC Filings
SEC filings and financials
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-filings": {
"url": "https://sec-filings.zovo.one/mcp"
}
}
}远程端点
https://sec-filings.zovo.one/mcpstreamable-http它能做什么
工具清单
工具(2)
🟢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.
输入模式
{
"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#"
}输出模式
{
"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.
输入模式
{
"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"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}输出模式
{
"type": "object",
"properties": {
"status": {
"type": "string"
},
"query": {
"type": "string"
},
"company": {
"type": [
"string",
"null"
]
},
"ticker": {
"type": [
"string",
"null"
]
},
"cik": {
"type": [
"string",
"null"
]
},
"forms": {
"type": "array",
"items": {
"type": "string"
}
},
"count": {
"type": "number"
},
"filings": {
"type": "array",
"items": {
"type": "object",
"properties": {
"form": {
"type": "string"
},
"filing_date": {
"type": "string"
},
"report_date": {
"type": [
"string",
"null"
]
},
"description": {
"type": "string"
},
"link": {
"type": "string"
}
},
"required": [
"form",
"filing_date",
"report_date",
"description",
"link"
],
"additionalProperties": false
}
},
"candidates": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"cik": {
"type": "string"
}
},
"required": [
"ticker",
"name",
"cik"
],
"additionalProperties": false
}
},
"source": {
"anyOf": [
{
"type": "object",
"properties": {
"name": {
"type": "string"
},
"url": {
"type": "string"
},
"retrieved_utc": {
"type": "string"
}
},
"required": [
"name",
"url",
"retrieved_utc"
],
"additionalProperties": false
},
{
"type": "null"
}
]
},
"notes": {
"type": "array",
"items": {
"type": "string"
}
}
},
"required": [
"status",
"query",
"company",
"ticker",
"cik",
"forms",
"count",
"filings",
"candidates",
"source",
"notes"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}社区
证据