Filings

Down since Oct 23

global.rootz.origin/filingsv0.1.0 Domain verified

SEC-signed profiles for 8,000+ US public companies from EDGAR filings. Token-efficient.

Finance & Payments

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https://origin.rootz.global/mcp

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origin_company

Look up a US public company by ticker. SEC-verified, ~200 tokens. Use this FIRST for any company query.

tickerstring, required

Stock ticker (e.g. AAPL, MSFT, WAVX) or CIK number

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

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Tools (9)

origin_company

Look up a US public company by ticker. SEC-verified, ~200 tokens. Use this FIRST for any company query.

Argument	Type	Description
ticker*	string	Stock ticker (e.g. AAPL, MSFT, WAVX) or CIK number

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string",
      "description": "Stock ticker (e.g. AAPL, MSFT, WAVX) or CIK number"
    }
  }
}

origin_digest

Get the latest research digest for an enrolled user. Returns filing signals, recent facts, stock quotes, and AI agent interest levels for their watched companies. Use this to brief a user on their portfolio.

Argument	Type	Description
email*	string	User email address

Input schema (JSON)

{
  "type": "object",
  "required": [
    "email"
  ],
  "properties": {
    "email": {
      "type": "string",
      "description": "User email address"
    }
  }
}

origin_engage

Enroll a user for company research briefings. The user provides their email and tickers to watch. They get weekly or daily digests with filing signals, earnings facts, and AI interest data. Use this when a user says they want to track companies or get regular updates.

Argument	Type	Description
email*	string	User email address
tickers*	array	Array of stock tickers to watch (max 20)
frequency	string	How often to send briefings (default: weekly)

Input schema (JSON)

{
  "type": "object",
  "required": [
    "email",
    "tickers"
  ],
  "properties": {
    "email": {
      "type": "string",
      "description": "User email address"
    },
    "tickers": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of stock tickers to watch (max 20)"
    },
    "frequency": {
      "enum": [
        "daily",
        "weekly",
        "monthly"
      ],
      "type": "string",
      "description": "How often to send briefings (default: weekly)"
    }
  }
}

origin_filings

SEC filing index with EDGAR links.

Argument	Type	Description
form	string	Optional: 10-K, 10-Q, 8-K
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "form": {
      "type": "string",
      "description": "Optional: 10-K, 10-Q, 8-K"
    },
    "ticker": {
      "type": "string"
    }
  }
}

origin_person

Career path across US public companies.

Argument	Type	Description
name*	string	Person name

Input schema (JSON)

{
  "type": "object",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Person name"
    }
  }
}

origin_profile

Full company profile: people, products, partnerships. ~800 tokens.

Argument	Type	Description
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string"
    }
  }
}

origin_search

Cross-company search by keyword, technology, or person.

Argument	Type	Description
query*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "query"
  ],
  "properties": {
    "query": {
      "type": "string"
    }
  }
}

origin_timeline

Quarter-by-quarter history from SEC filings. ~2000 tokens.

Argument	Type	Description
ticker*	string

Input schema (JSON)

{
  "type": "object",
  "required": [
    "ticker"
  ],
  "properties": {
    "ticker": {
      "type": "string"
    }
  }
}

origin_transcripts

Search earnings call transcripts. Query by topic (ai, trusted_computing, blockchain, data_center, etc.), company ticker, or free text. Returns extracted facts, speakers, and metrics from earnings calls.

Argument	Type	Description
q	string	Optional: free text search across facts
first	boolean	Optional: if true, returns first-mention date per company for the topic
topic	string	Optional: topic tag (ai, trusted_computing, blockchain, data_center, quantum, cybersecurity, robotics, autonomous, gaming, etc.)
ticker	string	Optional: filter by company ticker

Input schema (JSON)

{
  "type": "object",
  "required": [],
  "properties": {
    "q": {
      "type": "string",
      "description": "Optional: free text search across facts"
    },
    "first": {
      "type": "boolean",
      "description": "Optional: if true, returns first-mention date per company for the topic"
    },
    "topic": {
      "type": "string",
      "description": "Optional: topic tag (ai, trusted_computing, blockchain, data_center, quantum, cybersecurity, robotics, autonomous, gaming, etc.)"
    },
    "ticker": {
      "type": "string",
      "description": "Optional: filter by company ticker"
    }
  }
}