MCP Tools Reference

Company name, ticker, or 10-digit zero-padded CIK. Free-text fuzzy match.

Include delisted companies among FUZZY (ticker-prefix / name) candidates. Default false — an exact ticker, former ticker or CIK always resolves regardless, and for a delisted company the CIK is the safest key.

Company name or ticker (partial matches and typos OK). Foreign 20-F/40-F filers: use the company name, not a local symbol.

Max results to return.

Company ticker symbol (e.g., AAPL).

How much detail to include. snapshot = thinnest, core = default, full = every section.

Company ticker symbol (e.g., AAPL). US exchange-listed, 1–5 letters.

Window start (YYYY-MM-DD). First row is this date or the next open day (price on/after). Omit end_date for just the on/after price.

Window end (YYYY-MM-DD). Last row is this date or the prior open day (price on/before).

Max rows, newest first when the window is longer. Default 30. For a point-to-point return over a long span, make two narrow-window calls rather than one wide one — cheaper, and the cap cannot drop your start date.

Company ticker symbol (e.g., MSFT).

Reporting period.

Number of years of history.

Which statements to include. Pass any subset.

As-of date (YYYY-MM-DD): restrict to filings published on or before it, and cite the filing current then. Bounds which filings are VISIBLE, not what the numbers were — a later restatement is served at its restated value, with an explicit look-ahead warning. Omit for the latest.

Company ticker symbol to benchmark.

Comma-separated tickers to use instead of sector defaults.

How peers are selected. sector = SIC peers, tags = thematic-tag peers.

Comma-separated metric_ids to show instead of the curated default table (e.g. 'ev_ebitda,roa,interest_coverage'). A near-miss such as 'operating_margin' is read as 'oper_margin' and said so; any other unknown id is named with its closest ids.

Array of metric filters. Each filter: { metric_id, operator, value | min_value | max_value, period_type? }.

each: { metric_id, operator, value, min_value, max_value, period_type }

Metric to sort results by.

Optional sector codes to restrict the universe.

Classification tags every result must carry (e.g. 'ai_ml_infrastructure', 'subscription_recurring'). Drawn from a fixed vocabulary covering business model, sector and technology; an unrecognised tag matches nothing.

Exclude companies with these thematic tags.

Max results (default 20, max 50); a lower limit keeps a large screen under the ~20K response cap.

Company ticker symbol.

10-digit SEC CIK, as an alternative to ticker. Use it for delisted or acquired companies whose ticker no longer resolves. Either ticker or cik is required.

Form type: 10-K annual, 10-Q quarterly, 8-K current reports, DEF 14A proxy; 20-F/40-F annual and 6-K interim for foreign private issuers. Other forms (424B2, FWP, 13F-HR, 4): search_sec_filings(query, company, form_type, sections=false) links the filing on EDGAR (company: the 10-digit CIK; date_from for older filings).

8-K subtype derived from section inventory (earnings, event, transcript, other).

Years of filing history (default 2, max 7). Ignored when fiscal_year is set.

A specific fiscal year, resolved through the XBRL period index — correct for non-calendar fiscal years (a 10-K filed Feb 2024 is FY2023). Alone it lists that year's 10-K and its 10-Qs; pair it with fiscal_period to pin one. Overrides years. History from 2013.

FY = annual (10-K / 20-F / 40-F); Q1–Q3 = the quarterly 10-Q. The fourth quarter is reported inside the annual 10-K, so Q4 is treated as FY. Pair with fiscal_year to pin a single filing.

As-of date (YYYY-MM-DD): list only filings filed on or before it. For vantages older than the years window, widen years. Omit for the most recent.

Opt in to a delisted company's history. Default false returns a structured 'delisted' error (HTTP 410) naming the delisting date; querying by cik bypasses the gate. Applies to 10-K / 10-Q / DEF 14A.

Company ticker symbol.

10-digit SEC CIK (zero-padded). Use instead of ticker for delisted companies.

Allow lookups against delisted companies.

Section identifier (e.g., risk_factors, mda_results_operations).

Specific filing accession number (default: latest).

Form type filter — picks the latest filing of that type when accession_number is omitted. 20-F/40-F/6-K cover foreign private issuers. Other forms (424B2, FWP, 13F-HR, 4): search_sec_filings(query, company, form_type, sections=false) links the filing on EDGAR (company: the 10-digit CIK; date_from for older filings).

Fiscal year to look up, resolved through the XBRL period index — correct for non-calendar fiscal years (a 10-K filed Feb 2024 covers FY2023, not FY2024). Pair with fiscal_period for a quarter, or omit it for the annual 10-K. Ignored when accession_number is given, and DEF 14A / other non-XBRL forms are not period-indexed.

Q1/Q2/Q3 for that quarter's 10-Q, or FY for the annual 10-K (the default). Resolved through the XBRL DEI period index, so non-calendar fiscal years land correctly. Q4 is reported in the annual 10-K and is treated as FY. Ignored when accession_number is given.

As-of date (YYYY-MM-DD): serve the latest filing filed on or before it. Ignored when accession_number is given. Omit for the latest.

Chunk pagination start.

Within-chunk character offset (default 0). A chunk longer than max_chars serves a window and returns a char_offset cursor — pass it back with the same offset to read deeper.

Chunks per page.

Optional keyword to bias chunk selection.

For Pattern 4 cross-filing 8-Ks (anchor + same-day companion). Expands companion section text inline.

Companion accession list to expand. If omitted with include_companions=true, falls back to same-day discovery.

Response character cap. Larger = more content, more tokens.

Outline-mode preview length per section (default 120, about 25 words). Ignored when section_id is given.

Company ticker symbol.

Search by human-readable label. Comma-separated for OR (e.g., "revenue,product").

Specific filing accession number from list_filings (which takes a vantage date); default: the latest filing as of today.

Filing type when auto-resolving; ignored if accession_number is given. Default 10-K. For foreign private issuers the backend resolves the right family (20-F/40-F annual, 6-K interim), so the default serves them too.

Filter to a specific fiscal year.

Pin the exact period (Q1-Q4/FY) when resolving by fiscal_year. Without it, fiscal_year resolves to that year's LATEST filing — wrong for 'as of <quarter>' questions. Ignored if accession_number or period_history is set.

Max facts to return.

Return the concept's full as-filed series across filings — every period: quarter, 6-month YTD, 9-month YTD, FY — instead of one filing's facts. Use it to de-cumulate a YTD cash-flow or income line into a standalone quarter.

Company ticker symbol.

Optional lens to bias the signal map (earnings_quality, debt_stress, risk_trajectory, competitive_position, management_outlook).

As-of date (YYYY-MM-DD): map the latest filing filed on or before it, for point-in-time analysis. Omit for the latest filing.

One or more signal ids to match, exactly as listed in this tool's description — only those are screenable. Omit ticker to screen the whole universe, which is the common case; pass ticker only to check a single company.

Optional single-ticker filter for per-company inventory.

Sector codes (TECH, HEALTH, FIN, RE, CONS_DISC, CONS_STAPLES, IND, MAT, ENERGY, UTIL, TRANSPORT, COMM, OTHER).

Only include filings from the last N days.

Max results.

all = every signal must fire on the same row; any = any signal qualifies.

recency = newest first; market_cap = largest companies first (recency tiebreaker).

Inclusive lower bound on filing/event date (YYYY-MM-DD); with until_date, a range for historical windows or cross-period signal change.

Inclusive upper bound on filing/event date (YYYY-MM-DD).

Discriminator for ir_partnership signals — e.g. 'm_and_a_announcement' for fresh M&A, 'partnership_strategic' for alliances. Ignored for other signals.

EDGAR full-text query. All terms are required by default; supports exact phrases, OR, NOT, NEAR(n) proximity and trailing wildcards. Use formal terms as written in filings, not abbreviations.

Retired — returns a redirect naming what to use instead. It never filtered, and it was ignored outright whenever query was also set.

SEC form type filter — 10-K, 10-Q, 8-K, DEF 14A, S-1 and so on. Comma-separated for several ('10-K,10-Q'). Omit to search every type. 13D/13G are filed as 'SCHEDULE 13D' / 'SCHEDULE 13G' since December 2024 and as 'SC 13D' / 'SC 13G' before: pass both for a window that spans it. Forms 3/4/5: a ticker in company finds almost none of a company's filings; use the 10-digit CIK (exact), not a name (partial match).

Restrict to one company. Accepts a ticker, a 10-digit CIK (exact, preferred), or a company name (partial match — may pull in unrelated companies).

Start date (YYYY-MM-DD; default 1 year ago). For a historical event, set it before the event.

End date (YYYY-MM-DD).

Max results (default 10, max 100), deduplicated by filing and sorted most recent first. Section-level enrichment applies to the first 5.

Whether to add section-level matches (which section and chunk hold the term) to the first 5 hits, for drill-in with get_filing_section.

'date' (default) puts the most recent filings first — best for time-sensitive questions. 'relevance' uses EDGAR's own score, better for thematic discovery where the most concentrated mentions matter more than recency. The Company Exposure Map is frequency-ranked either way.

Company ticker symbol (e.g., NVDA). Must be exact.

Number of most recent quarters to return (1-8, default 4).

As-of date (YYYY-MM-DD): serve releases known on or before it, walking quarters back from the vantage rather than from today. Bounds which RELEASES are visible, not which extraction of them. Omit for the latest.

Company ticker symbol.

Optional period filter (e.g., Q2-2025). Omit for latest.

Company ticker symbol.

How many recent earnings calls to compare.

Restrict to specific trajectory axes; each is a per-quarter series, and omitting this returns all. Axes cover guidance (with delta vs prior), Q&A aggregates and deflection rate, ranked priorities, macro stance, competitive mentions, quantified scale claims and segment revenue decompositions.

As-of date (YYYY-MM-DD): compare only calls reported on or before it, with the window anchored there rather than at today. Omit for the most recent.

Company ticker symbol.

Exact metric id, lowercase with underscores — e.g. gross_margin, roic, ev_ebitda, fcf_yield, revenues, net_income, dividends_per_share. Also covers non-XBRL operating KPIs (net_interest_margin, return_on_average_assets, …), quarterly and annual.

Period granularity: Q (quarterly), FY (annual), TTM (trailing).

How many periods to return.

As-of date (YYYY-MM-DD): restrict the series to periods whose ORIGINAL filing was published on or before it. Bounds period existence and the citation, not the value — a restated period is served restated, with a look-ahead warning. Omit for the latest.

Company ticker symbol. Must be exact.

Metric id of a COMPUTED metric (e.g., net_margin, roic, fcf, ev_ebitda).

Period granularity: Q (quarterly), FY (annual), TTM (trailing).

Pin the fiscal year (e.g., 2025). Omit for the latest period.

Pin the fiscal period (Q1–Q4, FY). Omit for the latest.

Reporting segment id. Omit for the consolidated figure.

Company ticker symbol (e.g., OXY). Required unless cik is provided.

10-digit SEC CIK as an alternative to ticker.

Fiscal year of the deck (e.g., 2024).

Fiscal period: 'Q3' (with fiscal_year) or combined '2024Q3'. Omit for the latest deck(s).

Keyword filter over slide text — returns only pages matching every word; cites the exact page.

'full' (default) returns slide text for the matched deck(s); 'list' returns a cheap inventory of the company's served IR documents with no slide text. query is ignored in list mode.

Company ticker symbol (e.g., AAPL). Required.

Company ticker symbol (e.g., MRK). Required.

Most-recent fiscal periods to return, newest first (1-40, default 12).

Filing date floor (inclusive), on the SEC filing date. YYYY-MM-DD. Look back up to a month and dedupe by accession: some filings are extracted days or weeks late.

Optional SEC form type filter (e.g., ['8-K', '10-Q']).

8-K subtype filter computed from section inventory. Implies 8-K only.

Optional portfolio filter (up to 50 tickers).

Single-ticker alias of `tickers` — this is the only tool whose filter is plural, so the singular form is accepted too. Supply both and they are unioned (cap 50).

Max results, sorted by filing date DESC.