SEC EDGAR Tools

Five tools for accessing SEC EDGAR data — company filings, financial statements, and insider trading activity.

search_sec_filings

Search the SEC EDGAR full-text index for filings matching a query.

Parameter	Type	Required	Description
query	string	Yes	Company name, ticker, or keywords
form_type	string	No	Filter: 10-K, 10-Q, 8-K, 4, DEF 14A
date_from	string	No	Start date (YYYY-MM-DD)
date_to	string	No	End date (YYYY-MM-DD)
limit	number	No	Results (default 10, max 50)

Example prompt: “Search for Apple’s most recent 10-K filing”

get_company_filings

Get the complete filing history for a company by CIK number or ticker.

Parameter	Type	Required	Description
cik	string	Yes	Company CIK number (e.g., 320193 for Apple)

Example prompt: “Get all filings for CIK 320193”

get_company_financials

Get XBRL-extracted financial data (revenue, net income, assets, etc.) across all filings.

Parameter	Type	Required	Description
cik	string	Yes	Company CIK number
concept	string	No	XBRL concept (default: us-gaap/NetIncomeLoss)

Common concepts:

• us-gaap/NetIncomeLoss — Net income (default)
• us-gaap/Assets — Total assets
• us-gaap/RevenueFromContractWithCustomerExcludingAssessedTax — Revenue
• us-gaap/StockholdersEquity — Shareholders’ equity

Example prompt: “Get Apple’s net income over the last 5 years”

lookup_company_cik

Look up a company’s CIK number by ticker symbol. Many other SEC tools require the CIK.

Parameter	Type	Required	Description
ticker	string	Yes	Stock ticker (e.g., AAPL, MSFT)

Example prompt: “What is Tesla’s CIK number?“

get_insider_trades

Get recent Form 4 insider transaction filings showing insider buying and selling activity.

Parameter	Type	Required	Description
cik	string	Yes	Company CIK number
limit	number	No	Results (default 10, max 20)

Example prompt: “Show me recent insider trades at Microsoft”