filingpulse
Hosted SEC EDGAR filings: Form 4 insider trades, 8-K events, S-1/IPO registrations. Read-only.
我該用這個嗎
品質與安全性
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": {
"filingpulse": {
"url": "https://mcp.filingpulse.io/mcp"
}
}
}遠端端點
https://mcp.filingpulse.io/mcpstreamable-http它能做什麼
工具清單
工具(7)
🟢get_insider_trades(ticker, cik, owner_cik, form_type, since, ...)
List normalized SEC insider ownership filings (Form 4 transactions, plus Form 3 initial statements and Form 5 annual statements — 3/5 live-forward since 2026-09-23), newest first: non-derivative and derivative transaction legs, holdings, owner roles (director/officer/10% owner), footnotes, and amendment (/A) links. Numeric values are strings exactly as filed; every object carries 'accession' and 'filed_date'. Filter by issuer ticker, issuer CIK, reporting-owner CIK (owner_cik — one insider's filings across every issuer), form_type, or since-date. Returns a {data, total, limit, offset} envelope for paging. Hosted and already normalized — no EDGAR crawling, parsing, or local install needed.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"description": "Issuer ticker symbol as filed, e.g. KMI. Case-insensitive exact match."
},
"cik": {
"type": "string",
"pattern": "^\\d{1,10}$",
"description": "SEC CIK number, digits only (leading zeros optional)."
},
"owner_cik": {
"type": "string",
"pattern": "^\\d{1,10}$",
"description": "Reporting owner (insider) CIK, digits only — one person or entity's filings across every issuer. Owner CIKs appear in each filing's reporting_owners[]."
},
"form_type": {
"type": "string",
"enum": [
"3",
"3/A",
"4",
"4/A",
"5",
"5/A"
],
"description": "3 = initial ownership, 4 = transactions, 5 = annual statement; /A = amendment. Forms 3/5 are live-forward since 2026-09-23."
},
"since": {
"type": "string",
"description": "Only filings filed on/after this date (YYYY-MM-DD)."
},
"until": {
"type": "string",
"description": "Only filings filed on/before this date (YYYY-MM-DD) — with since, a fixed reproducible window."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 25,
"default": 10,
"description": "Rows to return (max 25 on this endpoint)."
},
"offset": {
"type": "integer",
"minimum": 0,
"maximum": 10000,
"default": 0,
"description": "Rows to skip — page through 'total' with limit+offset."
}
},
"additionalProperties": false
}🟢get_insider_filing(accession)
Fetch one insider ownership filing (Form 3/4/5) by SEC accession number (e.g. 0001653558-26-000110), with all transaction legs, holdings, and footnotes.
輸入結構描述
{
"type": "object",
"properties": {
"accession": {
"type": "string",
"description": "SEC accession number, e.g. 0001653558-26-000110."
}
},
"required": [
"accession"
],
"additionalProperties": false
}🟢get_corporate_events(item, ticker, cik, since, until, ...)
List SEC 8-K corporate events classified by official item code, newest first — e.g. 2.02 results of operations, 5.02 executive/director changes, 1.01 material agreements, 7.01 Reg FD. Filter by item code, issuer ticker or CIK, or since-date. Returns a {data, total, limit, offset} envelope.
輸入結構描述
{
"type": "object",
"properties": {
"item": {
"type": "string",
"pattern": "^\\d\\.\\d{2}$",
"description": "Official 8-K item code, e.g. 2.02 or 5.02."
},
"ticker": {
"type": "string",
"description": "Issuer ticker symbol, e.g. KMI. 8-K headers carry no ticker, so it is resolved to a CIK via this dataset's Form 4 filings — an issuer with no Form 4 yet needs 'cik' instead."
},
"cik": {
"type": "string",
"pattern": "^\\d{1,10}$",
"description": "SEC CIK number, digits only (leading zeros optional)."
},
"since": {
"type": "string",
"description": "Only filings filed on/after this date (YYYY-MM-DD)."
},
"until": {
"type": "string",
"description": "Only filings filed on/before this date (YYYY-MM-DD) — with since, a fixed reproducible window."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 25,
"default": 10,
"description": "Rows to return (max 25 on this endpoint)."
},
"offset": {
"type": "integer",
"minimum": 0,
"maximum": 10000,
"default": 0,
"description": "Rows to skip — page through 'total' with limit+offset."
}
},
"additionalProperties": false
}🟢get_ipo_registrations(stage, form_type, cik, file_number, since, ...)
List S-1/F-1 registration lifecycle events, newest first: registration statements, amendments, notices of effectiveness, and priced prospectuses (424B1/424B4), threaded across stages by SEC file number (e.g. 333-297472). Issuer objects include SIC code, state of incorporation, and former names. Coverage is live-forward since 2026-08-01. Returns a {data, total, limit, offset} envelope.
輸入結構描述
{
"type": "object",
"properties": {
"stage": {
"type": "string",
"enum": [
"registration",
"amendment",
"effectiveness",
"prospectus"
],
"description": "Lifecycle stage to filter on."
},
"form_type": {
"type": "string",
"enum": [
"S-1",
"S-1/A",
"F-1",
"F-1/A",
"EFFECT",
"424B1",
"424B4"
]
},
"cik": {
"type": "string",
"pattern": "^\\d{1,10}$",
"description": "SEC CIK number, digits only (leading zeros optional)."
},
"file_number": {
"type": "string",
"pattern": "^[\\d-]{1,20}$",
"description": "SEC file number, e.g. 333-297472 — follows one offering across stages."
},
"since": {
"type": "string",
"description": "Only filings filed on/after this date (YYYY-MM-DD)."
},
"until": {
"type": "string",
"description": "Only filings filed on/before this date (YYYY-MM-DD) — with since, a fixed reproducible window."
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 25,
"default": 10,
"description": "Rows to return (max 25 on this endpoint)."
},
"offset": {
"type": "integer",
"minimum": 0,
"maximum": 10000,
"default": 0,
"description": "Rows to skip — page through 'total' with limit+offset."
}
},
"additionalProperties": false
}🟢get_registration_event(accession)
Fetch one S-1/IPO registration lifecycle event by SEC accession number.
輸入結構描述
{
"type": "object",
"properties": {
"accession": {
"type": "string",
"description": "SEC accession number."
}
},
"required": [
"accession"
],
"additionalProperties": false
}🟢get_dataset_status
Row counts, latest ingest timestamps, and earliest covered filing date for each dataset (Form 4, 8-K, registrations). Call this to learn what date range a query can be answered from.
輸入結構描述
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢get_schema(section)
The frozen schema-v1 contract for FilingPulse objects: field-by-field documentation for form4 / event_8k / registration_event, the list envelope, design rules (strings-as-filed, null-never-missing, additive-only), and the Form 4 transaction-code table.
輸入結構描述
{
"type": "object",
"properties": {
"section": {
"type": "string",
"enum": [
"overview",
"form4",
"event_8k",
"registration_event",
"list_envelope",
"transaction_codes"
],
"default": "overview"
}
},
"additionalProperties": false
}社群
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