Financial-Services
Overview
Access over 20 million SEC Filings, indexed and processed so that you can leverage the full power of the Claude to power your investment research. Full coverage of SEC Edgar.
Tools
get_company
ClaudeLook up a company by CIK to get its name(s) and ticker(s). Args: cik: Central Index Key (e.g. "0000320193" or "320193")
get_document
ClaudeFetch a filing document's content from storage. Returns the document as markdown (default) or raw HTML. Use this to read the actual text of a 10-K, 8-K, exhibit, or any other filing document. Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number filename: Document filename from the content_object (e.g. "ef20060722_8k.htm") get_markdown: Return markdown version (default True). Set False for raw HTML.
get_filing_detail
ClaudeGet full filing metadata including the parsed content_object. The content_object is a JSON array listing every document in the filing with filename, doc_type, description, and whether a markdown version exists. Args: accession_number: SEC accession number (e.g. "0001140361-26-006577")
get_filings
ClaudeQuery SEC filings by form type, date range, and/or CIK. Returns deduplicated filing metadata sorted by filing date (newest first), including the content_object which lists all documents in the filing. Args: form: SEC form type (e.g. "10-K", "10-Q", "8-K", "4", "13F-HR", "S-1") cik: Company CIK (e.g. "0000320193" or "320193") from_date: Start date inclusive (YYYY-MM-DD) to_date: End date inclusive (YYYY-MM-DD) limit: Max results (1-1000, default 100) offset: Pagination offset
get_financial_statements
ClaudeExtract structured financial statements from a 10-K or 10-Q filing. Returns balance sheet, income statement, cash flow statement, equity statement, and comprehensive income — each as markdown table content extracted from the filing's XBRL R-files. To use this tool, first find a 10-K or 10-Q accession number using get_filings, then pass it here. Args: cik: Company CIK (e.g. "0000320193") accession_number: Accession number of a 10-K or 10-Q filing
get_holdings
ClaudeGet parsed 13F-HR institutional holdings for a filer. Returns individual stock positions with issuer name, CUSIP, FIGI, market value, share count, investment discretion, and voting authority. Data is extracted from the 13F information table XML. Args: cik: CIK of the 13F filer / institutional investor (e.g. "1535950") period: Get holdings as of this date (YYYY-MM-DD). Returns the most recent 13F filed on or before this date. limit: Max holdings per page (1-5000, default 500) offset: Pagination offset
get_insider_transactions
ClaudeGet parsed Form 4 insider transactions for a company. Returns insider buy/sell transactions with owner details (name, title, relationship), transaction details (date, code, shares, price), and post-transaction holdings. Data is extracted from the Form 4 XML. Transaction codes: P=Purchase, S=Sale, A=Award, M=Exercise, G=Gift, F=Tax Args: cik: Issuer CIK — the company whose insiders are trading (e.g. "320193" for Apple) from_date: Start date (YYYY-MM-DD) to_date: End date (YYYY-MM-DD) limit: Max filings to process (1-100, default 20) offset: Pagination offset
get_institutional_holders
Claudelist_companies_by_sic
Claudelist_figures
Claudelist_filing_tables
ClaudeList every R*.htm financial table in a filing (10-K, 10-Q, S-1, etc.). Returns one entry per <Report> in the filing's FilingSummary.xml — typically the Cover page, the core financial statements (income, balance sheet, cash flow, comprehensive income, equity), notes, and detail breakdowns. Each entry includes the filename you'd pass to get_document, plus a canonical type (xbrl_role_normalized) so you can find e.g. the income statement across different filers regardless of how they ordered their R-files. Common xbrl_role_normalized values: 'income_statement', 'balance_sheet', 'cash_flow', 'comprehensive_income', 'equity', 'segment', 'cover'. Empty list means the filing has no FilingSummary.xml (most 8-Ks, pre-2009 filings, short-form prospectuses) or it hasn't been indexed yet. Args: accession_number: SEC accession number (e.g. "0000320193-25-000079")
list_sic_codes
Claudesearch_companies
ClaudeSearch for companies by name or ticker symbol. Returns matching entities with CIK, all known names, and ticker symbols. Use this to find a company's CIK before using other tools. Args: query: Company name or ticker (e.g. "apple", "AAPL", "Tesla") limit: Max results (1-50, default 10)
search_document
ClaudeSearch within a filing's documents for specific terms. Returns matching lines with context. If filename is omitted, automatically searches the primary documents (sequence 1 and 2) from the filing. If filename is provided, searches only that specific file. Workflow: 1. Use get_filings to find the accession number for the filing you want 2. Call this tool with just cik, accession_number, and query — it will search the main documents 3. Optionally use get_filing_detail to see all files, then search a specific one by filename Supports multiple search terms separated by commas — lines matching any term are returned. Args: cik: CIK of the filer (e.g. "0000320193") accession_number: SEC accession number (e.g. "0001045810-25-000023") query: Search terms, comma-separated (e.g. "singapore,revenue" or "risk factors") filename: Optional document filename. If omitted, searches sequence 1 and 2 automatically. context_lines: Lines of context around each match (0-50, default 10)
search_filings
ClaudeFull-text search across all SEC filing content. Returns matching filings with relevance-ranked results, highlighted snippets, and facets by form type and year. Use this to find filings mentioning specific topics like "revenue growth", "cybersecurity risk", "stock buyback", etc. Args: query: Search query (e.g. "revenue growth", "cybersecurity risk factors") form: Filter by SEC form type (e.g. "10-K", "10-Q", "8-K") cik: Filter by company CIK number year: Filter by filing year (e.g. "2025") limit: Results per page (1-100, default 20) page: Page number (0-indexed)
