SEC EDGAR filings parsed: 8-K body-text classification, 13D activist tagging, S-3 ATM detection.
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Fetch one filing by SEC accession number, regardless of recency. Useful when an agent has an accession number from a citation or earlier tool call and needs the parsed details. Args: accession_number: SEC accession in 'XXXXXXXXXX-YY-NNNNNN' format. Returns: JSON for the filing if found in our archive, or {"found": false}.
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Fetch one filing by SEC accession number, regardless of recency. Useful when an agent has an accession number from a citation or earlier tool call and needs the parsed details. Args: accession_number: SEC accession in 'XXXXXXXXXX-YY-NNNNNN' format. Returns: JSON for the filing if found in our archive, or {"found": false}.
| Argument | Type | Description |
|---|---|---|
| accession_number* | string |
{
"type": "object",
"title": "get_filingArguments",
"required": [
"accession_number"
],
"properties": {
"accession_number": {
"type": "string",
"title": "Accession Number"
}
}
}Search recent SEC Schedule 13D / 13G filings from the past 72 hours. Args: activist: Filter to filings tagged with this activist filer name. Substring match, case-insensitive. Examples: 'Saba', 'Starboard', 'Icahn', 'Elliott', 'Pershing'. min_percent: Minimum percent of class disclosed. include_amendments: Include 13D/A and 13G/A amendments. Default True. include_passive_13g: Include passive Schedule 13G filings. Default False (only active 13D / 13D/A returned). limit: Max results (1-50, default 25). Returns: JSON list of filings with cusip, percent_of_class, aggregate_amount, activist_filers, and an Item 4 purpose excerpt.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| activist | any | |
| min_percent | any | |
| include_amendments | boolean | |
| include_passive_13g | boolean |
{
"type": "object",
"title": "search_13d_filingsArguments",
"properties": {
"limit": {
"type": "integer",
"title": "Limit",
"default": 25
},
"activist": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Activist",
"default": null
},
"min_percent": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"title": "Min Percent",
"default": null
},
"include_amendments": {
"type": "boolean",
"title": "Include Amendments",
"default": true
},
"include_passive_13g": {
"type": "boolean",
"title": "Include Passive 13G",
"default": false
}
}
}Search recent SEC 8-K filings (current report) from the past 72 hours. Args: items: Comma-separated 8-K item codes to filter on. Examples: '1.05' (cybersecurity), '5.02' (officer departure), '8.01' (other events), '1.01' (material agreement). Leave None for all 8-Ks. suspected_buried_only: If True, return only filings where our body-text classifier flagged a suspected misclassification — i.e. cyber language under Item 8.01 that should have been 1.05, officer-departure language under 8.01 that should have been 5.02. limit: Max results (1-50, default 25). Returns: JSON-formatted list of filings. Each includes: accession_number, company_name, filed_at, filer_reported_items, detected_items, discrepancy_items (in body but not reported), and suspected_buried_events (map of reported→suspected).
| Argument | Type | Description |
|---|---|---|
| items | any | |
| limit | integer | |
| suspected_buried_only | boolean |
{
"type": "object",
"title": "search_8k_filingsArguments",
"properties": {
"items": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Items",
"default": null
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 25
},
"suspected_buried_only": {
"type": "boolean",
"title": "Suspected Buried Only",
"default": false
}
}
}Search recent SEC at-the-market (ATM) equity offerings from the past 72 hours. Pulls from S-3 / 424B5 family filings where our parser flagged ATM-offering indicators in the body language. Args: sales_agent: Filter by sales agent name (substring, case-insensitive). Examples: 'Cantor Fitzgerald', 'Jefferies', 'Roth Capital', 'H.C. Wainwright'. min_shelf_million_usd: Minimum shelf size in millions USD. limit: Max results (1-50, default 25). Returns: JSON list with shelf_size_usd, is_atm, sales_agents, use_of_proceeds_excerpt.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| sales_agent | any | |
| min_shelf_million_usd | any |
{
"type": "object",
"title": "search_atm_offeringsArguments",
"properties": {
"limit": {
"type": "integer",
"title": "Limit",
"default": 25
},
"sales_agent": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Sales Agent",
"default": null
},
"min_shelf_million_usd": {
"anyOf": [
{
"type": "number"
},
{
"type": "null"
}
],
"title": "Min Shelf Million Usd",
"default": null
}
}
}