MCP Workflows

Example prompts for common analysis tasks once edgar.tools is connected via MCP. Claude picks the right tools automatically — just ask in natural language.

Company research

Get a comprehensive overview of a company — who they are, what they've filed recently, and what insiders are doing.

Try asking:

"Tell me about NVIDIA — recent filings, insider activity, and any material events."
"What has Berkshire Hathaway filed in the last week?"

What happens:

  • Claude calls search_companies to find the CIK
  • Then calls live_filings, insider_activity, and material_events in parallel
  • Synthesizes the results into a cohesive company briefing

Insider trade monitoring

Track who's buying and selling — useful for spotting conviction purchases or unusual selling patterns.

Try asking:

"Show me insider trades at Tesla in the last 30 days."
"Are any executives at Meta buying stock right now?"
"Which insiders at JPMorgan have been selling this quarter?"

What happens:

  • Claude calls search_companies for the ticker
  • Then insider_activity with the appropriate days parameter
  • Highlights net sentiment (bullish/bearish), largest transactions, and notable insiders

Material event tracking

Monitor 8-K filings for M&A, leadership changes, earnings, and other significant events.

Try asking:

"What material events has Apple reported in the last 90 days?"
"Have there been any leadership changes at Google recently?"
"Show me recent M&A activity at Amazon."

What happens:

  • Claude calls search_companies then material_events
  • Classifies events by 8-K item code (earnings, M&A, officer departures, etc.)
  • Filter by specific 8-K item codes via the item parameter for targeted monitoring (material_events requires Pro+)

Market pulse

Get a snapshot of current SEC filing activity — what's being filed right now across the market.

Try asking:

"What SEC filings were submitted in the last hour?"
"Any notable 8-K filings today?"
"Give me a summary of recent filing activity."

What happens:

  • Claude calls live_filings without filters for a market summary
  • Shows filing counts by form type and highlights notable 8-K events
  • Drill down into specific form types or companies via filters; 48-hour window (live_filings requires Pro+)

Financial health check

Assess a company's financial health using ratios from their latest annual filing.

Try asking:

"How healthy is Apple financially? Show me the key ratios."
"Compare Tesla's margins to Microsoft's."
"Is Netflix overleveraged? What do the ratios say?"

What happens:

  • Claude calls search_companies to find the CIK
  • Then financial_snapshot for profitability, returns, liquidity, and leverage ratios
  • Interprets the ratios in context — high margins, return efficiency, debt levels
  • All 12 ratios across 4 categories plus health score (financial_snapshot requires Pro+)

Multi-company comparison

Compare companies side-by-side on financials, health, and signals.

Try asking:

"Compare Apple, Microsoft, and Google on profitability and leverage."
"Which big tech company has the most bullish insider sentiment?"

What happens:

  • Claude calls search_companies for each ticker
  • Then compare_companies with the resolved identifiers
  • Cross-references with insider_activity and material_events when sentiment or event signals are needed

Disclosure deep dive

Search narrative disclosures in SEC filings for specific policies, risks, and segment details.

Try asking:

"What is Apple's revenue recognition policy?"
"Find risk factors related to supply chain in Tesla's filings."
"Show me Amazon's segment reporting disclosures from their latest 10-K."

What happens:

  • Claude calls search_companies to find the CIK
  • Then disclosure_search with the relevant query and filters
  • Returns matching XBRL text blocks with filing context (form type, fiscal year)
  • Up to 25 results with form/year filtering and diff/novelty scoring (disclosure_search requires Analyst+)

Track how a financial concept has evolved over time.

Try asking:

"Show me Apple's revenue and net income trends over the last 5 years."
"How has Netflix's operating margin changed since 2020?"

What happens:

  • Claude calls search_companies then financial_trends
  • Returns year-over-year values with growth rates and CAGR
  • Up to 10 years with trend classification + anomaly flags (financial_trends requires Pro+)

Analyst recipes (slash commands)

If you're on Analyst, five recipe prompts handle the multi-tool workflows above as one-line slash commands. In Claude Desktop and Claude.ai, type / and pick from the edgar namespace.

Try asking:

"/edgar:position_thesis ticker=NVDA lookback=90d"
"/edgar:peer_comparison ticker=ARCC peers=MAIN,BXSL,PSEC,OBDC dimension=financial_snapshot"
"/edgar:portfolio_pulse tickers=MAIN,ARCC,BXSL,PSEC since=2026-04-01"
"/edgar:earnings_postmortem ticker=NFLX since=2026-02-11"
"/edgar:filing_red_flags ticker=NVDA lookback=90d"

What happens:

  • The server returns a recipe — a structured workflow with named sections, tool calls, and citation rules
  • Claude executes the tool chain (position_intel, peer_facts, portfolio_events, plus signals tools as needed) and synthesizes the output
  • Every numeric or dated claim is anchored to an SEC accession number; missing data is acknowledged rather than fabricated

See MCP Prompts for full argument tables, output shapes, and severity rubrics.

To summarize

  • Just ask in natural language — Claude picks the right tools automatically.
  • Start broad (company research) and drill down (specific trades, events).
  • Multi-company comparisons work — Claude runs tools in parallel.
  • On Analyst tier, the five recipe prompts let you trigger structured multi-tool workflows from a slash command.
  • Your account's tier determines which tools are visible. The example workflows above span Free, Pro, and Analyst tools — see MCP Tiers for which tier each prompt requires.

What's next

  • MCP Tools — parameter tables and tier requirements for all 23 tools
  • MCP Prompts — argument tables and output shapes for the 5 Analyst recipe prompts
  • MCP Tiers — which tools live at which tier
  • MCP Setup — connect edgar.tools to your AI client