SEC Filings
Read SEC filings, reported financial facts and sampled filing comparisons with original sources.
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": {
"sec-filings": {
"url": "https://filings.tools/mcp"
}
}
}遠端端點
https://filings.tools/mcpstreamable-http它能做什麼
工具清單
工具(4)
🟢list_filings(ticker, form, limit)
Find recent SEC filings for any company in the SEC's ticker list, by ticker or CIK, with filing ids, form types, dates, accession numbers and original SEC links. Returns up to 20 filings from the company's recent EDGAR window.
輸入結構描述
{
"type": "object",
"properties": {
"ticker": {
"type": "string",
"pattern": "^[A-Za-z0-9.-]{1,13}$",
"description": "A ticker in EDGAR spelling (BRK-B), or a CIK such as 320193."
},
"form": {
"type": "string",
"enum": [
"10-K",
"10-Q",
"8-K",
"10-K/A",
"10-Q/A",
"20-F",
"40-F"
]
},
"limit": {
"default": 10,
"type": "integer",
"minimum": 1,
"maximum": 20
}
},
"required": [
"ticker"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}輸出結構描述
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"company": {
"type": "object",
"properties": {
"cik": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"sic": {
"type": "string"
},
"sicDescription": {
"type": "string"
},
"fiscalYearEnd": {
"type": "string"
}
},
"required": [
"cik",
"ticker",
"name"
],
"additionalProperties": false
},
"filings": {
"maxItems": 20,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"form": {
"type": "string"
},
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"sourceUrl": {
"type": "string"
},
"pageUrl": {
"type": "string"
},
"sectionsUrl": {
"type": "string"
}
},
"required": [
"id",
"form",
"accession",
"filingDate",
"reportDate",
"sourceUrl",
"pageUrl",
"sectionsUrl"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"message": {
"type": "string"
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢read_filing_section(filing_id, section, max_characters)
Read a named section from an SEC filing id. Omitting section returns the section index without text. A section reply contains at most 20,000 characters, with its original length and an explicit truncation flag.
輸入結構描述
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
},
"section": {
"type": "string",
"pattern": "^[a-z0-9-]{1,80}$"
},
"max_characters": {
"default": 12000,
"type": "integer",
"minimum": 500,
"maximum": 20000
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}輸出結構描述
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"id": {
"type": "string"
},
"product": {
"type": "string",
"const": "filings"
},
"title": {
"type": "string"
},
"sourceUrl": {
"type": "string"
},
"parserVersion": {
"type": "string"
},
"topics": {
"type": "array",
"items": {
"type": "string"
}
},
"meta": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": [
"string",
"number",
"boolean",
"null"
]
}
},
"index_only": {
"type": "boolean"
},
"section_found": {
"type": "boolean"
},
"sections_truncated": {
"type": "boolean"
},
"sections": {
"maxItems": 80,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"chars": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"markdown": {
"type": "string",
"maxLength": 20000
},
"returned_characters": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"truncated": {
"type": "boolean"
}
},
"required": [
"id",
"title",
"chars"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"message": {
"type": "string"
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢filing_facts(filing_id, limit)
Read XBRL facts tagged to one filing's accession, covering the API's ten supported concepts. Returns up to 200 reported values with units and periods. It does not return all company periods or calculate investment advice.
輸入結構描述
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
},
"limit": {
"default": 50,
"type": "integer",
"minimum": 1,
"maximum": 200
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}輸出結構描述
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"company": {
"type": "object",
"properties": {
"cik": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"ticker": {
"type": "string"
},
"name": {
"type": "string"
},
"sic": {
"type": "string"
},
"sicDescription": {
"type": "string"
},
"fiscalYearEnd": {
"type": "string"
}
},
"required": [
"cik",
"ticker",
"name"
],
"additionalProperties": false
},
"filing": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"form": {
"type": "string"
},
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"sourceUrl": {
"type": "string"
}
},
"required": [
"id",
"form",
"accession",
"filingDate",
"reportDate",
"sourceUrl"
],
"additionalProperties": false
},
"total_facts": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"truncated": {
"type": "boolean"
},
"facts": {
"maxItems": 200,
"type": "array",
"items": {
"type": "object",
"properties": {
"concept": {
"type": "string"
},
"friendly": {
"type": "string"
},
"value": {
"type": "number"
},
"unit": {
"type": "string"
},
"start": {
"type": "string"
},
"end": {
"type": "string"
},
"fy": {
"type": "number"
},
"fp": {
"type": "string"
},
"form": {
"type": "string"
},
"filed": {
"type": "string"
},
"accession": {
"type": "string"
}
},
"required": [
"concept",
"value",
"unit",
"end",
"form",
"filed",
"accession"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"message": {
"type": "string"
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}🟢compare_filing(filing_id)
Compare an SEC filing with the preceding available reporting period of the same company and form. Returns full sentence-change counts and bounded examples for up to eight sections; reports when a prior filing is unavailable. It is a sampled comparison, not a complete redline.
輸入結構描述
{
"type": "object",
"properties": {
"filing_id": {
"type": "string",
"pattern": "^\\d{1,10}-\\d{18}$"
}
},
"required": [
"filing_id"
],
"$schema": "http://json-schema.org/draft-07/schema#"
}輸出結構描述
{
"type": "object",
"properties": {
"status": {
"type": "string",
"enum": [
"success",
"tool_error",
"internal_error"
]
},
"usage": {
"type": "object",
"propertyNames": {
"type": "string"
},
"additionalProperties": {
"type": "string"
}
},
"api_url": {
"type": "string"
},
"docs_url": {
"type": "string"
},
"id": {
"type": "string"
},
"ticker": {
"type": "string"
},
"form": {
"type": "string"
},
"comparable": {
"type": "boolean"
},
"current": {
"type": "object",
"properties": {
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"url": {
"type": "string"
},
"page": {
"type": "string"
}
},
"required": [
"accession",
"filingDate",
"reportDate",
"url",
"page"
],
"additionalProperties": false
},
"company": {
"type": "string"
},
"prior": {
"type": "object",
"properties": {
"accession": {
"type": "string"
},
"filingDate": {
"type": "string"
},
"reportDate": {
"type": "string"
},
"url": {
"type": "string"
},
"page": {
"type": "string"
}
},
"required": [
"accession",
"filingDate",
"reportDate",
"url",
"page"
],
"additionalProperties": false
},
"reportDate": {
"type": "string"
},
"reason": {
"type": "string"
},
"message": {
"type": "string"
},
"totals": {
"type": "object",
"properties": {
"added": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"removed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"changed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"unchanged": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"added",
"removed",
"changed",
"unchanged"
],
"additionalProperties": false
},
"total_sections": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"samples_only": {
"type": "boolean"
},
"sections": {
"maxItems": 8,
"type": "array",
"items": {
"type": "object",
"properties": {
"id": {
"type": "string"
},
"title": {
"type": "string"
},
"counts": {
"type": "object",
"properties": {
"added": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"removed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"changed": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"unchanged": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
}
},
"required": [
"added",
"removed",
"changed",
"unchanged"
],
"additionalProperties": false
},
"onlyIn": {
"type": "string",
"enum": [
"prior",
"current"
]
},
"added": {
"maxItems": 2,
"type": "array",
"items": {
"type": "string",
"maxLength": 400
}
},
"removed": {
"maxItems": 2,
"type": "array",
"items": {
"type": "string",
"maxLength": 400
}
},
"changed": {
"maxItems": 2,
"type": "array",
"items": {
"type": "object",
"properties": {
"before": {
"type": "string",
"maxLength": 400
},
"after": {
"type": "string",
"maxLength": 400
},
"similarity": {
"type": "number"
}
},
"required": [
"before",
"after",
"similarity"
],
"additionalProperties": false
}
}
},
"required": [
"id",
"title",
"counts",
"added",
"removed",
"changed"
],
"additionalProperties": false
}
},
"error": {
"type": "string",
"maxLength": 80
},
"http_status": {
"type": "integer",
"minimum": -9007199254740991,
"maximum": 9007199254740991
},
"retry_after": {
"type": "string",
"maxLength": 80
}
},
"required": [
"status",
"docs_url"
],
"$schema": "http://json-schema.org/draft-07/schema#",
"additionalProperties": false
}社群
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