Zovo SEC Filings

SEC filings and financials

我該用這個嗎

品質與安全性

A
說明品質
100%
結構描述完整度
100%
命名品質
100%
汙染風險
100%
權限相符程度
100%
協定合規性
100%

根據工具定義與協定合規性的自動化分析。

上下文成本

~1,686Token(工具定義)
~7.9 KB典型回應大小
中等的注意力影響(128k 上下文的 1.32%)

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": {
    "sec-filings": {
      "url": "https://sec-filings.zovo.one/mcp"
    }
  }
}

遠端端點

https://sec-filings.zovo.one/mcpstreamable-http

它能做什麼

工具清單

工具(2)

🟢 唯讀🟡 寫入🔴 刪除⚪ 未知
🟢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.

輸入結構描述

{
  "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#"
}

輸出結構描述

{
  "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.

輸入結構描述

{
  "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#"
}

輸出結構描述

{
  "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
}

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