Filings Intel MCP

Measured conclusion: Deep-tested. L2 outcome: tools_ok.

SEC EDGAR filings for AI agents: company lookup, filings, financials, insider trades. No keys.

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Copy this into your MCP client config:

{
  "mcpServers": {
    "Filings Intel MCP": {
      "url": "https://filings.datakoot.com/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (5)

• company_lookup read-only

  Resolve a stock ticker or company name to its SEC identity: CIK number, official name, ticker(s), exchange(s), industry (SIC), and fiscal year end. Start here before other Filings Intel calls.

  Parameters:

  • query (required) — string — Ticker (e.g. AAPL), company name, or CIK

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• recent_filings read-only

  List a company's most recent SEC filings (10-K annual reports, 10-Q quarterly, 8-K material events, S-1 IPO registrations, etc.) with filing dates and direct document links. Optionally filter by form type.

  Parameters:

  • query (required) — string — Ticker, name, or CIK
  • limit — integer — Maximum number of results to return.
  • form_type — string — Optional filter, e.g. 10-K, 10-Q, 8-K, 4

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• filing_search read-only

  Full-text search across all EDGAR filings for a keyword or phrase (e.g. a risk factor, product name, or executive). Returns matching filings with company, form type, and date. Optionally restrict to a form type.

  Parameters:

  • query (required) — string — Words or an exact phrase to find anywhere in EDGAR filing text, e.g. "going concern" or a product name.
  • limit — integer — Maximum number of results to return.
  • form_type — string — Optional form filter, e.g. 8-K

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• financials read-only

  Get reported financial facts for a company from XBRL data in its filings: revenue, net income, total assets, liabilities, equity, EPS, and cash — most recent reported values, or the full history of one specific us-gaap concept.

  Parameters:

  • query (required) — string — Ticker, name, or CIK
  • concept — string — Optional specific us-gaap concept, e.g. Revenues, NetIncomeLoss, Assets

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

• insider_transactions read-only

  List recent insider ownership filings (Form 3/4/5) for a company — the filings officers, directors, and 10% owners submit when they buy or sell shares. Returns the filings with dates and links.

  Parameters:

  • query (required) — string — Ticker, name, or CIK
  • limit — integer — Maximum number of results to return.

  Hints: read-only yes · destructive no · idempotent yes · open-world yes

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