SEC filings, earnings transcripts, guidance signals & macro calendar for S&P 500. 11 MCP tools.
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Get sector, industry, and data coverage info for a company. Returns the company's GICS sector and industry classification, plus counts of available filings and transcripts.
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Get sector, industry, and data coverage info for a company. Returns the company's GICS sector and industry classification, plus counts of available filings and transcripts.
| Argument | Type | Description |
|---|---|---|
| ticker* | string |
{
"type": "object",
"title": "get_company_infoArguments",
"required": [
"ticker"
],
"properties": {
"ticker": {
"type": "string",
"title": "Ticker"
}
}
}Get upcoming earnings announcement dates with EPS and revenue estimates. Defaults to the next 7 days if no dates specified. Use this when asked about upcoming earnings, who reports this week, or when a specific company's next earnings date is.
| Argument | Type | Description |
|---|
| ticker | any | |
| date_to | any | |
| date_from | any |
{
"type": "object",
"title": "get_earnings_calendarArguments",
"properties": {
"ticker": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Ticker",
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Date To",
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Date From",
"default": null
}
}
}Get the full detail of a single SEC filing by ticker and accession number (the unique SEC filing ID, e.g. '0000320193-26-000011'). Use this after get_filings or get_guidance has identified a specific filing you want to inspect in full.
| Argument | Type | Description |
|---|---|---|
| ticker* | string | |
| accession_number* | string |
{
"type": "object",
"title": "get_filing_detailArguments",
"required": [
"ticker",
"accession_number"
],
"properties": {
"ticker": {
"type": "string",
"title": "Ticker"
},
"accession_number": {
"type": "string",
"title": "Accession Number"
}
}
}Get SEC filings (8-K, 10-Q, etc.) for a company by ticker symbol. Use this to see what filings are available for a company, with dates and accession numbers. Does not include guidance extraction - use get_guidance for that.
| Argument | Type | Description |
|---|---|---|
| ticker* | string | |
| filing_type | any |
{
"type": "object",
"title": "get_filingsArguments",
"required": [
"ticker"
],
"properties": {
"ticker": {
"type": "string",
"title": "Ticker"
},
"filing_type": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Filing Type",
"default": null
}
}
}Get forward-looking guidance language extracted from a company's SEC filings, by ticker symbol. Use this when asked what a company said about future performance, revenue outlook, margin expectations, or other forward-looking statements. Note: results are keyword-matched sentences from filings and may include both forward guidance and recent reported results - read each sentence carefully to distinguish actual forward guidance from historical figures.
| Argument | Type | Description |
|---|---|---|
| ticker* | string |
{
"type": "object",
"title": "get_guidanceArguments",
"required": [
"ticker"
],
"properties": {
"ticker": {
"type": "string",
"title": "Ticker"
}
}
}Get recent SEC filings for all companies in a given sector. Sector names are case-insensitive, e.g. "Technology", "Energy", "Healthcare". Use list_sectors first if unsure of exact names. Optionally filter by event_type (earnings_release, acquisition, executive_change, restructuring, dividend, guidance_update).
| Argument | Type | Description |
|---|---|---|
| sector* | string | |
| event_type | any |
{
"type": "object",
"title": "get_sector_filingsArguments",
"required": [
"sector"
],
"properties": {
"sector": {
"type": "string",
"title": "Sector"
},
"event_type": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Event Type",
"default": null
}
}
}Get real-time AI sentiment signals derived from SEC 8-K filings. Each signal includes: ticker, bullish/bearish/neutral classification, confidence score (-100 to 100), a one-line summary, and key factors. Signals are generated by Claude Haiku within minutes of EDGAR publication. Use this when asked which companies have recently filed bullish or bearish 8-Ks, or to screen for sentiment shifts across the S&P 500. Default window is 30 days; set hours=24 for today only.
| Argument | Type | Description |
|---|---|---|
| hours | integer | |
| limit | integer |
{
"type": "object",
"title": "get_signalsArguments",
"properties": {
"hours": {
"type": "integer",
"title": "Hours",
"default": 720
},
"limit": {
"type": "integer",
"title": "Limit",
"default": 20
}
}
}Get all available earnings call transcripts for a company by ticker. Returns a list of transcripts (each with fiscal_quarter, fiscal_year, date, and speakers). If asked about a specific quarter, look for it within the returned list rather than expecting a single result - this endpoint does not currently filter server-side. Use this when asked what was said on an earnings call, as opposed to in written SEC filings.
| Argument | Type | Description |
|---|---|---|
| ticker* | string |
{
"type": "object",
"title": "get_transcriptArguments",
"required": [
"ticker"
],
"properties": {
"ticker": {
"type": "string",
"title": "Ticker"
}
}
}List all available sectors with the number of tickers in each. Use this when asked about sectors, industries, or to find which sector a type of company falls under. Returns 11 GICS sectors covering the S&P 500.
No arguments.
{
"type": "object",
"title": "list_sectorsArguments",
"properties": {}
}Search across all SEC filings in the database by keyword, optionally filtered by ticker and date range (YYYY-MM-DD format). Use this for open-ended questions like "which companies mentioned supply chain issues" rather than looking up one known ticker.
| Argument | Type | Description |
|---|---|---|
| query* | string | |
| ticker | any | |
| date_to | any | |
| date_from | any |
{
"type": "object",
"title": "search_filingsArguments",
"required": [
"query"
],
"properties": {
"query": {
"type": "string",
"title": "Query"
},
"ticker": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Ticker",
"default": null
},
"date_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Date To",
"default": null
},
"date_from": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Date From",
"default": null
}
}
}