filings
SEC-signed profiles for 8,000+ US public companies from EDGAR filings. Token-efficient.
我該用這個嗎
品質與安全性
發現項目（4）
- LOWTool 'origin_profile' description lacks action verb在 origin_profile 中
- LOWTool 'origin_timeline' description lacks action verb在 origin_timeline 中
- LOWTool 'origin_person' description lacks action verb在 origin_person 中
- LOWTool 'origin_filings' description lacks action verb在 origin_filings 中
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高，可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案：
{
"mcpServers": {
"filings": {
"url": "https://origin.rootz.global/mcp"
}
}
}遠端端點
https://origin.rootz.global/mcpstreamable-http它能做什麼
工具清單
工具（9）
⚪origin_company(ticker)
Look up a US public company by ticker. SEC-verified, ~200 tokens. Use this FIRST for any company query.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Stock ticker (e.g. AAPL, MSFT, WAVX) or CIK number"
}
},
"required": [
"ticker"
]
}⚪origin_profile(ticker)
Full company profile: people, products, partnerships. ~800 tokens.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
}
},
"required": [
"ticker"
]
}⚪origin_timeline(ticker)
Quarter-by-quarter history from SEC filings. ~2000 tokens.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
}
},
"required": [
"ticker"
]
}⚪origin_person(name)
Career path across US public companies.
輸入結構描述
{
"type": "object",
"properties": {
"name": {
"type": "string",
"description": "Person name"
}
},
"required": [
"name"
]
}🟢origin_search(query)
Cross-company search by keyword, technology, or person.
輸入結構描述
{
"type": "object",
"properties": {
"query": {
"type": "string"
}
},
"required": [
"query"
]
}⚪origin_filings(ticker, form)
SEC filing index with EDGAR links.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"type": "string"
},
"form": {
"type": "string",
"description": "Optional: 10-K, 10-Q, 8-K"
}
},
"required": [
"ticker"
]
}🟢origin_transcripts(ticker, topic, q, first)
Search earnings call transcripts. Query by topic (ai, trusted_computing, blockchain, data_center, etc.), company ticker, or free text. Returns extracted facts, speakers, and metrics from earnings calls.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Optional: filter by company ticker"
},
"topic": {
"type": "string",
"description": "Optional: topic tag (ai, trusted_computing, blockchain, data_center, quantum, cybersecurity, robotics, autonomous, gaming, etc.)"
},
"q": {
"type": "string",
"description": "Optional: free text search across facts"
},
"first": {
"type": "boolean",
"description": "Optional: if true, returns first-mention date per company for the topic"
}
},
"required": []
}🟢origin_engage(email, tickers, frequency)
Enroll a user for company research briefings. The user provides their email and tickers to watch. They get weekly or daily digests with filing signals, earnings facts, and AI interest data. Use this when a user says they want to track companies or get regular updates.
輸入結構描述
{
"type": "object",
"properties": {
"email": {
"type": "string",
"description": "User email address"
},
"tickers": {
"type": "array",
"items": {
"type": "string"
},
"description": "Array of stock tickers to watch (max 20)"
},
"frequency": {
"type": "string",
"enum": [
"daily",
"weekly",
"monthly"
],
"description": "How often to send briefings (default: weekly)"
}
},
"required": [
"email",
"tickers"
]
}🟢origin_digest(email)
Get the latest research digest for an enrolled user. Returns filing signals, recent facts, stock quotes, and AI agent interest levels for their watched companies. Use this to brief a user on their portfolio.
輸入結構描述
{
"type": "object",
"properties": {
"email": {
"type": "string",
"description": "User email address"
}
},
"required": [
"email"
]
}社群
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