plainyogurt21-sec-edgar-mcp

{
  "name": "sec-edgar-mcp",
  "tags": [],
  "tools": [
    {
      "name": "get_cik_by_ticker",
      "description": "Get the CIK (Central Index Key) for a company based on its ticker symbol.",
      "input_schema": {
        "type": "object",
        "required": [
          "ticker"
        ],
        "properties": {
          "ticker": {
            "type": "string",
            "description": "The ticker symbol of the company (e.g., 'NVDA', 'AAPL')"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "cik": {
            "type": "string",
            "description": "The CIK number of the company"
          },
          "error": {
            "type": "string",
            "description": "Error message if any"
          }
        }
      }
    },
    {
      "name": "get_company_info",
      "description": "Get detailed information about a company from SEC records.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "company_info": {
            "type": "object",
            "description": "Detailed company information"
          }
        }
      }
    },
    {
      "name": "search_companies",
      "description": "Search for companies by name.",
      "input_schema": {
        "type": "object",
        "required": [
          "query"
        ],
        "properties": {
          "limit": {
            "type": "integer",
            "description": "Maximum number of results to return (default: 10)"
          },
          "query": {
            "type": "string",
            "description": "Search query for company name"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "companies": {
            "type": "array",
            "items": {
              "type": "object",
              "description": "List of matching companies"
            }
          }
        }
      }
    },
    {
      "name": "get_company_facts",
      "description": "Get company facts and key financial metrics.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "facts": {
            "type": "object",
            "description": "Available financial metrics"
          }
        }
      }
    },
    {
      "name": "get_recent_filings",
      "description": "Get recent SEC filings for a company or across all companies.",
      "input_schema": {
        "type": "object",
        "required": [],
        "properties": {
          "days": {
            "type": "integer",
            "description": "Number of days to look back (default: 30)"
          },
          "limit": {
            "type": "integer",
            "description": "Maximum number of filings to return (default: 50)"
          },
          "form_type": {
            "type": "string",
            "description": "Specific form type to filter (e.g., '10-K', '10-Q', '8-K')"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker/CIK (optional, if not provided returns all recent filings)"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "filings": {
            "type": "array",
            "items": {
              "type": "object",
              "description": "List of recent filings"
            }
          }
        }
      }
    },
    {
      "name": "get_filing_content",
      "description": "Get the content of a specific SEC filing.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier",
          "accession_number"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "accession_number": {
            "type": "string",
            "description": "The accession number of the filing"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "content": {
            "type": "string",
            "description": "Filing content and metadata"
          }
        }
      }
    },
    {
      "name": "analyze_8k",
      "description": "Analyze an 8-K filing for specific events and items.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier",
          "accession_number"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "accession_number": {
            "type": "string",
            "description": "The accession number of the 8-K filing"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "analysis": {
            "type": "object",
            "description": "Analysis of 8-K items and events"
          }
        }
      }
    },
    {
      "name": "get_filing_sections",
      "description": "Get specific sections from a filing (e.g., business description, risk factors, MD&A).",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier",
          "accession_number",
          "form_type"
        ],
        "properties": {
          "form_type": {
            "type": "string",
            "description": "The type of form (e.g., '10-K', '10-Q')"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "accession_number": {
            "type": "string",
            "description": "The accession number of the filing"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "sections": {
            "type": "array",
            "items": {
              "type": "object",
              "description": "Available sections from the filing"
            }
          }
        }
      }
    },
    {
      "name": "get_financials",
      "description": "Get financial statements for a company.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "statement_type": {
            "type": "string",
            "description": "Type of statement ('income', 'balance', 'cash', or 'all')"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "financials": {
            "type": "object",
            "description": "Financial statement data extracted directly from SEC EDGAR filings"
          }
        }
      }
    },
    {
      "name": "get_segment_data",
      "description": "Get revenue breakdown by segments (geographic, product, etc.).",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "segment_type": {
            "type": "string",
            "description": "Type of segment analysis (default: 'geographic')"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "segment_data": {
            "type": "object",
            "description": "Segment revenue data"
          }
        }
      }
    },
    {
      "name": "get_key_metrics",
      "description": "Get key financial metrics for a company.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "metrics": {
            "type": "array",
            "items": {
              "type": "string",
              "description": "List of specific metrics to retrieve (optional)"
            }
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "metrics": {
            "type": "object",
            "description": "Requested financial metrics"
          }
        }
      }
    },
    {
      "name": "compare_periods",
      "description": "Compare a financial metric across different time periods.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier",
          "metric",
          "start_year",
          "end_year"
        ],
        "properties": {
          "metric": {
            "type": "string",
            "description": "The financial metric to compare (e.g., 'Revenues', 'NetIncomeLoss')"
          },
          "end_year": {
            "type": "integer",
            "description": "Ending year for comparison"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "start_year": {
            "type": "integer",
            "description": "Starting year for comparison"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "comparison": {
            "type": "object",
            "description": "Period comparison data and growth analysis"
          }
        }
      }
    },
    {
      "name": "discover_company_metrics",
      "description": "Discover available financial metrics for a company.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "search_term": {
            "type": "string",
            "description": "Optional search term to filter metrics"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "metrics": {
            "type": "array",
            "items": {
              "type": "string",
              "description": "List of available metrics"
            }
          }
        }
      }
    },
    {
      "name": "get_xbrl_concepts",
      "description": "ADVANCED TOOL: Extract specific XBRL concepts from a filing.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "concepts": {
            "type": "array",
            "items": {
              "type": "string",
              "description": "Optional list of specific concepts to extract"
            }
          },
          "form_type": {
            "type": "string",
            "description": "Form type if no accession number provided (default: '10-K')"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "accession_number": {
            "type": "string",
            "description": "Optional specific filing accession number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "xbrl_concepts": {
            "type": "object",
            "description": "Extracted XBRL concepts with filing reference"
          }
        }
      }
    },
    {
      "name": "discover_xbrl_concepts",
      "description": "Discover all available XBRL concepts in a filing, including company-specific ones.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "form_type": {
            "type": "string",
            "description": "Form type if no accession number provided (default: '10-K')"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "accession_number": {
            "type": "string",
            "description": "Optional specific filing accession number"
          },
          "namespace_filter": {
            "type": "string",
            "description": "Optional filter to show only concepts from specific namespace"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "xbrl_concepts": {
            "type": "object",
            "description": "All discovered XBRL concepts, namespaces, and company-specific tags"
          }
        }
      }
    },
    {
      "name": "get_insider_transactions",
      "description": "Get insider trading transactions for a company from SEC filings.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "days": {
            "type": "integer",
            "description": "Number of days to look back (default: 90)"
          },
          "limit": {
            "type": "integer",
            "description": "Maximum number of transactions to return (default: 50)"
          },
          "form_types": {
            "type": "array",
            "items": {
              "type": "string",
              "description": "List of form types to include (default: ['3', '4', '5'])"
            }
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "transactions": {
            "type": "array",
            "items": {
              "type": "object",
              "description": "Insider transactions with direct SEC URLs for verification"
            }
          }
        }
      }
    },
    {
      "name": "get_insider_summary",
      "description": "Get a summary of insider trading activity for a company from SEC filings.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "days": {
            "type": "integer",
            "description": "Number of days to analyze (default: 180)"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "summary": {
            "type": "object",
            "description": "Insider trading summary from SEC filings"
          }
        }
      }
    },
    {
      "name": "get_form4_details",
      "description": "Get detailed information from a specific Form 4 filing.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier",
          "accession_number"
        ],
        "properties": {
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          },
          "accession_number": {
            "type": "string",
            "description": "The accession number of the Form 4"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "form4_details": {
            "type": "object",
            "description": "Detailed Form 4 information"
          }
        }
      }
    },
    {
      "name": "analyze_form4_transactions",
      "description": "Analyze Form 4 filings and extract detailed transaction data including insider names, transaction amounts, share counts, prices, and ownership details.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "days": {
            "type": "integer",
            "description": "Number of days to look back (default: 90)"
          },
          "limit": {
            "type": "integer",
            "description": "Maximum number of filings to analyze (default: 50)"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "transactions": {
            "type": "array",
            "items": {
              "type": "object",
              "description": "Detailed Form 4 transaction analysis with exact values from SEC filings"
            }
          }
        }
      }
    },
    {
      "name": "analyze_insider_sentiment",
      "description": "Analyze insider trading sentiment and trends over time.",
      "input_schema": {
        "type": "object",
        "required": [
          "identifier"
        ],
        "properties": {
          "months": {
            "type": "integer",
            "description": "Number of months to analyze (default: 6)"
          },
          "identifier": {
            "type": "string",
            "description": "Company ticker symbol or CIK number"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "sentiment_analysis": {
            "type": "object",
            "description": "Sentiment analysis and trends"
          }
        }
      }
    },
    {
      "name": "get_recommended_tools",
      "description": "Get recommended tools for analyzing specific form types.",
      "input_schema": {
        "type": "object",
        "required": [
          "form_type"
        ],
        "properties": {
          "form_type": {
            "type": "string",
            "description": "The SEC form type (e.g., '10-K', '8-K', '4')"
          }
        }
      },
      "output_schema": {
        "type": "object",
        "properties": {
          "error": {
            "type": "string",
            "description": "Error message if any"
          },
          "recommendations": {
            "type": "object",
            "description": "Recommended tools and usage tips"
          }
        }
      }
    }
  ],
  "version": "1.0.0-alpha",
  "categories": [],
  "description": "SEC EDGAR MCP server for company filings and financial data"
}