MCP Tools

edgar.tools exposes 23 MCP tools for SEC filing intelligence, organized into eight categories: Analyze, Research, Compare, Notes, Signals, Monitor, Funds & Advisers, and Aggregation. The tools/list endpoint advertises only the tools your account's tier includes — Free sees 4, Pro sees 17, Analyst and Builder see all 23. See MCP Tiers for the full mapping, or the AI plugin landing page for the visual ladder.

Start with search_companies to resolve a company, then use the identifier with other tools. For Analyst-tier multi-tool workflows (theses, peer comparisons, portfolio pulses), see MCP Prompts — five recipe prompts that orchestrate the aggregation tools below into structured outputs.

The "Required tier" column below is the minimum tier that can call the tool — tools/list doesn't advertise it to lower tiers. Within tiers that can call a tool, depth differences still apply (a Free user calling company_brief gets a truncated profile compared to a Pro user). Per-tool depth differences are noted in each tool's section.

Category	Tool	Purpose	Required tier
Analyze	`analyze_filing`	Parse any SEC filing URL or accession number	Analyst
Research	`search_companies`	Find companies by name, ticker, CIK	Free
Research	`company_brief`	Full intelligence snapshot	Free
Research	`company_filings`	Recent filings list	Free
Research	`account_status`	Current tier, gated tools, upgrade URL, remaining quota	Free
Research	`financial_snapshot`	12 financial ratios	Pro
Research	`financial_statements`	Full XBRL statements	Pro
Research	`financial_trends`	Multi-year time series with growth rates	Pro
Compare	`compare_companies`	Side-by-side comparison (up to 10 companies)	Pro
Notes	`edgar_notes`	XBRL notes drill-down	Analyst
Notes	`disclosure_search`	Search XBRL narrative text	Analyst
Notes	`search_filings`	Full-text search across all SEC filings (or a count-over-time trend)	Pro
Signals	`insider_activity`	Form 4 insider trading + sentiment	Pro
Signals	`institutional_ownership`	13F institutional holders	Pro
Signals	`material_events`	8-K events with classification	Pro
Monitor	`live_filings`	Real-time SEC filing feed	Pro
Funds	`search_funds`	Search mutual funds and ETFs	Pro
Funds	`fund_profile`	Fund details, holdings, expenses	Pro
Advisers	`search_advisers`	Search SEC-registered advisers	Pro
Advisers	`adviser_profile`	Adviser details and compliance	Pro
Aggregation	`position_intel`	Single-call bundle for one ticker — catalysts, ownership shifts, risk-factor diff	Analyst
Aggregation	`peer_facts`	Peer-comparison rows for one target vs. up to 10 peers along one dimension	Analyst
Aggregation	`portfolio_events`	Bulk 8-K material events across up to 50 tickers	Analyst

Analyze

analyze_filing

Paste any SEC filing URL or accession number. Auto-detects form type and returns structured intelligence. For prospectus filings (424B), returns syndicate details, dilution analysis, and offering lifecycle data.

Parameter	Type	Description
`url`	string (required)	SEC filing URL or accession number (e.g. `0000320193-24-000081`)

Example: "Analyze this filing: https://www.sec.gov/Archives/edgar/data/320193/000032019324000081/0000320193-24-000081-index.htm"

Tier. Analyst and above. Returns full structured analysis including prospectus syndicate, dilution, and lifecycle details. Form-type aware: Form 4s get insider transactions; 8-Ks get material events; 10-Ks get financial summaries plus notes TOC; 13F-HRs get top holdings; 424Bs get the prospectus extract.

Research

search_companies

Search for SEC-registered companies by name, ticker, or CIK. Use this first to resolve a company before calling other tools. Free tier, no authentication required.

Parameter	Type	Description
`query`	string (required)	Company name, ticker symbol, or CIK number
`limit`	int (default 5)	Max results to return (1–20)

Example: "Find me the CIK for Tesla"

company_brief

Full intelligence snapshot for a company: profile, financials, insider sentiment, material events, and institutional holders in a single call.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name

Example: "Give me a full brief on NVIDIA"

Tier. Available to all tiers. Free tier returns basic profile + summary data; Pro and above return full cross-dataset analysis with financials, insider sentiment, events, and holders.

company_filings

Get recent SEC filings for a company. Returns filing metadata including form type, date, and accession number.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`form`	string (Pro+)	Filter by form type (e.g. `10-K`, `8-K`, `4`)
`days`	int (default 90)	Look-back period in days
`limit`	int (default 10)	Max filings to return. Free: 10, Pro+: 100

Example: "What has Apple filed in the last 30 days?"

Tier. Available to all tiers. Free tier capped at 10 filings per call with no form filter; Pro and above unlock 100-result calls and form-type filtering.

account_status

Get the calling account's current tier, the list of tools and prompts it can call, remaining monthly quota, and the upgrade URL. Useful when an AI agent encounters a tier_denied or quota_exceeded envelope and needs to explain the situation to the user.

Parameter	Type	Description
_(none)_		Reads identity from the bearer token

Example: "Why did that last tool call fail? Check my plan."

Tier. Available to all tiers. Returns the tier-specific tool list and quota state.

financial_snapshot

Get financial ratios for a company from its latest annual filing (10-K). Covers profitability, returns, liquidity, and leverage.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name

Example: "What are Apple's financial ratios? Is the company healthy?"

Tier. Pro and above. Returns all 12 ratios across 4 categories (profitability, returns, liquidity, leverage) plus a health score.

financial_statements

Get full XBRL financial statements for a company. Returns line-item detail for income statement, balance sheet, and/or cash flow statement.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`statement`	string	Filter to one: `income_statement`, `balance_sheet`, or `cash_flow`. Omit for all three.
`period`	string	Period type: `annual` or `quarterly`

Example: "Show me Tesla's full income statement from their latest 10-K"

Tier. Pro and above.

financial_trends

Multi-year time series for financial concepts with growth rates, CAGR, and trend classification.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`concepts`	string[]	Financial concepts to track (e.g. `Revenue`, `NetIncome`)
`years`	int (default 3)	Number of years of history (up to 10)

Example: "Show me Apple's revenue and net income trends over the last 5 years"

Tier. Pro and above. Up to 10 years of history, all concepts, trend classification and anomaly flags.

Compare

compare_companies

Side-by-side comparison of multiple companies with intelligence signals. Compare financials, health scores, insider sentiment, and material events.

Parameter	Type	Description
`identifiers`	string[] (required)	List of tickers, CIKs, or names (e.g. `["AAPL", "MSFT", "GOOGL"]`)
`metrics`	string[]	Metrics to compare (all available)
`periods`	int	Number of periods (multiple supported)

Example: "Compare Apple, Microsoft, and Google on profitability and leverage"

Tier. Pro and above. Up to 10 companies, all metrics, health + insider + event signals.

Notes

edgar_notes

Drill into the financial statement notes of a 10-K or 10-Q by topic — revenue, leases, segments, debt, fair value, and more.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`topic`	string	Note topic (e.g. `revenue`, `leases`, `segments`)

Example: "Show me Apple's segment reporting note from their latest 10-K"

Tier. Analyst and above.

disclosure_search

Search XBRL narrative text disclosures across a company's SEC filings. Find revenue recognition policies, risk factors, segment details, and other text-block content.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`query`	string (required)	Search keyword or phrase (e.g. `"revenue recognition"`, `"risk factors"`)
`form`	string	Filter by form type: `10-K` or `10-Q`
`year`	int	Filter by fiscal year (e.g. `2024`)
`max_results`	int (default 10, max 25)	Maximum results to return
`diff_only`	bool	Show only changes between periods
`min_novelty`	float	Minimum novelty score (0–1) to filter routine disclosures

Example: "What is Apple's revenue recognition policy? Show me the relevant disclosure."

Tier. Analyst and above. Up to 25 results, full text, all filters including diff and novelty scoring.

search_filings

Renamed from search_filings_full_text (the old name still works as a deprecated alias until 2026-08-15 — switch to search_filings).

Full-text search across every SEC filing since 2001. Supports phrase quotes ("material weakness"), boolean OR/NOT, NEAR proximity (NEAR(revenue, decline, 5)), and suffix wildcards (gas*). Returns matched filings with highlighted snippets from the document body — or, in trend mode, a count-over-time series instead of hits.

Parameter	Type	Description
`q`	string (required)	Search query. Case-sensitive form codes when used as terms.
`forms`	string[]	Filter by SEC form types (e.g. `["10-K", "8-K"]`)
`ciks`	string[]	Filter by company CIKs (zero-padding optional)
`date_from`	string	Start date `YYYY-MM-DD`
`date_to`	string	End date `YYYY-MM-DD`. In trend mode, the anchor the windows count back from (default today).
`items`	string[]	8-K item codes (e.g. `["2.02"]`) — only with `forms=["8-K"]`
`size`	int (default 10)	Results per call (max 50)
`from`	int (default 0)	Pagination offset. Bounded by your tier's total result cap.
`include_snippets`	bool (default true)	Set false to skip snippet generation when only metadata is needed
`interval`	string	Trend mode: `day` \	`week` \	`month` \	`quarter` \	`year`. When set, returns a `series[]` of counts instead of hits.
`periods`	int (default 6)	Trend mode: number of windows to count back from `date_to`/today. Capped 6 (free) / 24 (pro+).

Example (search): "Find every 10-K filed since 2024 that mentions material weakness within 5 words of internal control"

Example (trend): "How many 8-Ks mentioned 'restructuring' each month for the last 12 months?" → interval: "month", periods: 12 returns series[] { start, end, count }. Counts are document counts (a filing matched in N documents counts N times).

Tier. Pro and above. Pro: 50 per call, paginate up to 500. Analyst: 50 per call, paginate up to 1,000. Enterprise: paginate up to the EFTS hard ceiling (10,000).

Signals

insider_activity

Get insider trading activity (Form 4) for a company. Shows who is buying, selling, or exercising options with transaction details and overall sentiment analysis.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`days`	int (default 90)	Look-back period in days (1–365)
`transaction_type`	string	Filter: `all`, `purchase`, or `sale`
`limit`	int (default 20)	Max transactions to return (1–100)

Example: "Show me insider trades at Apple in the last 60 days"

Tier. Pro and above. Full transaction history with purchase/sale filtering and analysis hints.

institutional_ownership

Get 13F institutional holders for a company. Shows which institutions hold the stock, position sizes, and changes quarter over quarter.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`quarter`	string	Specific quarter (e.g. `2024-Q3`). Default: latest.
`limit`	int (default 20)	Max holders to return

Example: "Who are the largest institutional holders of Tesla?"

Tier. Pro and above. Full holder list with quarter-over-quarter history.

material_events

Get material events (8-K filings) for a company with item classification. Shows M&A activity, leadership changes, earnings releases, and other significant corporate events.

Parameter	Type	Description
`company`	string (required)	Ticker, CIK, or company name
`days`	int (default 90)	Look-back period in days (1–365)
`item`	string	Filter by 8-K item code (e.g. `1.01`, `2.02`)
`limit`	int (default 20)	Max events to return (1–50)

Example: "What material events has Microsoft reported recently?"

Tier. Pro and above. Full event history with item code filtering and high-impact hints.

Monitor

live_filings

Get recent SEC filings from a real-time feed. Without filters, returns a summary of activity with notable 8-K highlights. With filters (form type, company), returns individual filings.

Parameter	Type	Description
`form`	string	Filter by form type (e.g. `10-K`, `8-K`, `4`)
`cik`	int	Filter by company CIK
`hours`	int (default 2)	Time window in hours (1–48)
`limit`	int (default 25)	Max filings to return (1–100)

Example: "What SEC filings were submitted in the last hour?"

Tier. Pro and above. Full filing details with filtering by form type and company; 48-hour window.

Funds

search_funds

Search mutual funds and ETFs by name.

Parameter	Type	Description
`query`	string (required)	Fund name or partial name
`limit`	int (default 10)	Max results to return

Example: "Find Vanguard S&P 500 funds"

Tier. Pro and above.

fund_profile

Get fund details including holdings, expense ratios, and returns.

Parameter	Type	Description
`fund`	string (required)	Fund name, ticker, or series ID

Example: "What are the top holdings and expense ratio for VOO?"

Tier. Pro and above. Up to 25 holdings, per-class expenses, and returns history.

Advisers

search_advisers

Search SEC-registered investment advisers by name, with optional state filtering.

Parameter	Type	Description
`query`	string (required)	Adviser name or partial name
`state`	string	Filter by state (e.g. `CA`, `NY`)
`limit`	int (default 20)	Max results to return

Example: "Find investment advisers named Bridgewater"

Tier. Pro and above.

adviser_profile

Get detailed information about a specific SEC-registered investment adviser by CRD number. Includes AUM, client types, fee structures, and compliance details.

Parameter	Type	Description
`crd`	string (required)	Adviser CRD number

Example: "Show me the profile for Bridgewater Associates"

Tier. Pro and above. Full profile with executives, private funds, related persons, and compliance details.

Aggregation

Aggregation tools are designed to be consumed by the recipe prompts. They return structured, multi-signal envelopes that a recipe synthesizes into a thesis, peer table, or portfolio summary in one tool call. All three are Analyst-tier.

position_intel

Single-call intelligence bundle for one ticker. Returns recent catalysts (8-K filings within the lookback), ownership shifts (insider Form 4 clusters + 13F net flow), and the risk-factor diff between the two latest 10-Ks.

Parameter	Type	Description
`ticker`	string (required)	Ticker, CIK, or company name
`lookback`	string (default `90d`)	Window for catalysts/insider signals — `30d`, `90d`, `6m`, `1y`

Example: "Pull a position intel bundle for NVDA over the last 90 days"

Tier. Analyst and above. Pairs with the `position_thesis` recipe prompt to compose a structured single-name thesis from one tool call.

peer_facts

Structured peer-comparison rows for a target ticker against up to 10 peers along one dimension. Returns aligned rows so a recipe can drop them into a comparison table without per-peer post-processing.

Parameter	Type	Description
`ticker`	string (required)	Target ticker, CIK, or company name
`peers`	string[] (required)	Peer tickers (1–10)
`dimension`	string (required)	One of: `financial_snapshot`, `insider_activity`, `ownership`, `8k_items`

Example: "Run peer_facts on ARCC against MAIN, BXSL, PSEC, OBDC on financial_snapshot"

Tier. Analyst and above. Pairs with the `peer_comparison` recipe prompt for narrative synthesis.

portfolio_events

Bulk 8-K material events across a portfolio of up to 50 tickers. Returns per-ticker structured events so a recipe prompt can synthesize themes, rank the most material, and call out quiet names.

Parameter	Type	Description
`tickers`	string[] (required)	Portfolio tickers/CIKs (1–50)
`since`	string	ISO 8601 date (`YYYY-MM-DD`) lower bound. Default 30 days ago

Example: "Pull portfolio_events for [MAIN, ARCC, BXSL, PSEC] since 2026-04-01"

Tier. Analyst and above. Pairs with the `portfolio_pulse` recipe prompt for cross-portfolio narratives.

Common 8-K item codes

Use these codes with the item parameter on material_events.

Code	Description
1.01	Entry into a Material Definitive Agreement
1.02	Termination of a Material Definitive Agreement
2.01	Completion of Acquisition or Disposition
2.02	Results of Operations and Financial Condition (Earnings)
5.02	Departure/Election of Directors or Officers
7.01	Regulation FD Disclosure
8.01	Other Events

To summarize

Start with search_companies to find a company, then use the identifier with other tools.
The tools/list endpoint advertises only your tier's tools — Free sees 4, Pro sees 17, Analyst and Builder see all 23. See MCP Tiers.
All tools are read-only — they query SEC data, never modify anything.
Claude automatically picks the right tool based on your question.
For multi-tool workflows — single-name theses, peer comparisons, portfolio pulses, earnings postmortems, and red-flag scans — see MCP Prompts for the five recipe prompts that orchestrate the aggregation tools above.