Edgar & Edgarette: SEC Filing Boards

Measured conclusion: Alive, not deep-tested. L2 outcome: not_attempted.

SEC filing boards and actuarial checks: companies, portfolios vs insurers, reinsurers, cash records.

Add to your agent

Copy this into your MCP client config:

{
  "mcpServers": {
    "Edgar & Edgarette: SEC Filing Boards": {
      "url": "https://www.pops4.com/boards/mcp",
      "transport": "streamable-http"
    }
  }
}

Measured tools (26)

• get_breaches

  Answers: Which public companies have disclosed a cybersecurity incident to the SEC? The reply opens with a one-line answer and its date. Breach Clock. SEC 8-K Item 1.05 · every filer · same day. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_agentic_commerce

  Answers: Which public companies say AI agents are shopping, buying, paying or procuring for their customers or for them? The reply opens with a one-line answer and its date. Agentic Commerce Watch. SEC filings · AI agents that shop, buy, order, pay, procure or transact on someone’s behalf · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_subsea_data

  Answers: Which public companies are filing about undersea cables, cable landings, offshore wind for data centres or ocean cooling? The reply opens with a one-line answer and its date. Subsea Data Watch. SEC filings · undersea cables, cable landings, offshore wind for data centres, ocean cooling · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_cyber_disclosures

  Answers: Which public companies disclosed a cybersecurity incident voluntarily, without declaring it material? The reply opens with a one-line answer and its date. Cyber Disclosures. SEC 8-K Items 8.01 and 7.01 · cybersecurity incidents disclosed voluntarily · the filer’s own sentence. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_charter_amendments

  Answers: Which public companies changed their name, charter or bylaws this week? The reply opens with a one-line answer and its date. Charter Amendments. SEC 8-K Item 5.03 · articles, bylaws, fiscal year · renames flagged. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_mergers

  Answers: Which public companies completed an acquisition or changed control this week? The reply opens with a one-line answer and its date. Identity Mergers. SEC 8-K Items 2.01 and 5.01 · completed acquisitions and control changes. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_agreements

  Answers: Which public companies signed a material agreement this week? The reply opens with a one-line answer and its date. Material Agreements. SEC 8-K Item 1.01 · sponsorships, naming rights, partnerships. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_restructuring

  Answers: Which public companies reported restructuring costs this week? The reply opens with a one-line answer and its date. Restructuring. SEC 8-K Item 2.05 · costs associated with exit or disposal. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_cmo_moves

  Answers: Which public companies changed a top officer this week? The reply opens with a one-line answer and its date. Officer Moves. SEC 8-K Item 5.02 · departures and appointments. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_ipo_watch

  Answers: Which companies filed to go public this week? The reply opens with a one-line answer and its date. IPO Watch. SEC Form S-1 · companies registering to go public. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_annual_meetings

  Answers: Which public companies filed an annual meeting proxy this week? The reply opens with a one-line answer and its date. Annual Meetings. SEC Form DEF 14A · definitive proxy statements. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_auditor_watch

  Answers: Which public companies changed auditors, or said past financials cannot be relied on, this week? The reply opens with a one-line answer and its date. Auditor Watch. SEC 8-K Items 4.01 and 4.02 · auditor changes and non-reliance. Sourced from SEC EDGAR; every row links to its filing. Free, CC BY 4.0.

  Parameters:

  • limit — number — max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• watch_company

  Follow a company's SEC filings: returns feed links to read whenever needed — the SEC's own Atom feed of every filing, plus Edgar & Edgarette's card and its JSON. Argument: company (name, ticker) or cik. No email is sent and nothing is stored.

  Parameters:

  • cik — string — optional SEC CIK, exact match
  • company — string — company name as it files, or ticker

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• price_program

  Price the program a filing usually calls for (e.g. mergers -> welcoming the new team; cmo-moves -> a new leader's launch), live from the POPS4 catalogue at wholesale. Returns total, per head, tier band, links to price it further, and the person who confirms it: Jenny Huang Goodman MPA MSc MHSA, Principal.

  Parameters:

  • board (required) — string
  • tier — string
  • attendees — number

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_company_performance

  Edgar & Edgarette performance card for any SEC filer (name, ticker or CIK): recent filings, then an actuarial-style reading of its audited 10-K figures (exposure, experience, credibility, an if-the-pace-held range, cautions). Every figure is the company's own, from SEC EDGAR, with source links. Reporting, not investment advice. From POPS4; confirmations: Jenny Huang Goodman MPA MSc MHSA, Principal.

  Parameters:

  • company (required) — string — company name, ticker or CIK
  • price — number — optional share price YOU supply. Adds price/earnings, price/book, price/sales, dividend yield and market value, computed from that price and the company's filed per-share figures. The price is never stored or published; the card sources none.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_brand_record

  Answers: what is this company’s brand record, as filed? For any US SEC filer (name, ticker or CIK): every name it has filed under with dates (renames told apart from style-only changes), tickers and exchanges, and its brand-moving 8-K filings (officer changes, charter amendments, acquisitions, control changes, material agreements, cybersecurity incidents), each linked to the filing, with a one-line answer and a citation line for media. From SEC EDGAR via POPS4. Free, CC BY 4.0.

  Parameters:

  • company (required) — string — company name, ticker or CIK

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_ai_leaders

  AI Leaders: 12 US public companies in the AI business, read from their own SEC annual reports — revenue, growth, operating margin, research spending, equity, return on equity, Edgarette’s 80% revenue range. No prices, no ratings. Free, CC BY 4.0.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_energy_leaders

  Renewable & Geothermal Energy: 12 US public companies in solar, wind, grid, fuel cells and geothermal, read from their own SEC annual reports — the same fields as get_ai_leaders. No prices, no ratings. Free, CC BY 4.0.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_etf_health

  Look through a US-registered ETF (e.g. SPY, QQQ, DIA, IWM, XLF): its latest SEC N-PORT holdings, each stock matched to its SEC filer, and Health Watch (late filings, bankruptcy, listing notices, restructuring, impairments, cyber incidents, auditor changes) on the largest holdings, with the share of the fund they represent. For stock funds: a fund under half in common stock (bond, cash or fund-of-funds) returns coverage.covered = false and no boat. Display only, not a rating. Free, CC BY 4.0.

  Parameters:

  • ticker (required) — string — ETF ticker, e.g. QQQ

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_etf_league

  Answers: which major US ETFs carry the fewest warning signs right now? SPY, QQQ, DIA, IWM and the 11 sector funds, each read through its latest SEC N-PORT holdings: boat (number of warning signs, each named), share of the fund in companies with warning filings, top-10 weight, effective holdings, largest sector and share checked. Ordered fewest signs first. No combined grade; display only, not a rating. Free, CC BY 4.0.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_continuation_funds

  Answers: who is raising private-equity continuation funds? Every Form D / D/A in the last 12 months that names a continuation fund or vehicle, one row per fund (latest filing), with the amounts the fund itself reported: total offering, amount sold so far, first-sale date, state, and a link to the filing. Shows who is raising, not the size of the secondary market. Free, CC BY 4.0.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_portfolio_health

  Read a whole stock portfolio through SEC filings: give a 13F filer’s CIK (a pension fund or manager) or a list of holdings [{ticker, weight}]. Funds are looked through to their N-PORT holdings. Returns Health Watch warning share, concentration (top 10, effective holdings), sector mix, Edgarette’s revenue-range width, cash conversion, growth, dividends, equity ratio, the Cash Compass mix, the Health Harbor boat, overlap and risks. Display only, not a rating. Free, CC BY 4.0.

  Parameters:

  • cik — string — SEC CIK of a 13F filer, e.g. 714142
  • holdings — array — holdings with weights or dollar amounts

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_cash_leaders

  This week’s cash leaders from audited SEC filings: the top 20 US companies ($2B+) by cash returned to owners (dividends + net buybacks ÷ market value), by operating cash earned ÷ market value, and by expected return among steady earners (income yield + Edgarette’s 80% revenue range). Also short-term places (Treasury-bill, floating-rate and ultra-short funds from their N-PORT filings: monthly returns, worst month, holdings mix) and monthly dividend payers (10-K verified, with yield, coverage, leverage, book value change, dividend cuts and warning signs). Every company passes a soundness screen first: no warning filing in 12 months, assets greater than liabilities, 4+ audited years. Ranked screens, not recommendations; prices are the latest quarter-end 13F prices.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_reinsurer_strength

  Reinsurer strength from SEC filings, for placing reinsurance: capital and growth, premiums and reserves to capital, five years of reserve development (Schedule VI: strengthened or released, % of opening reserves), accident-year loss ratio, return on capital, debt, investments to net reserves, warning filings, and a boat (count of six published warning signs). Property & casualty reinsurers plus RGA (life). A description from filings, not a rating; ratings and regulatory capital are not SEC data.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_sweep_record

  Kept its word: whether each place an actuary might sweep cash into did what it said, month by month, from SEC filings. Money-market funds (N-MFP3: SEC Rule 2a-7 liquidity and $1 price held every business day, 7-day yield), short-term Treasury and bond funds (N-PORT: months without a loss, worst month, compounded return), and monthly dividend payers (10-K: years the dividend held, yield, boat signs). Give a ticker for one record, or none for all. Facts from filings, not advice.

  Parameters:

  • ticker — string — e.g. VMFXX, SGOV, O. Leave empty for every place.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

• get_board_test

  The boards’ own calls, locked at the 6 Oct 2026 close with a SHA-256 receipt and scored against what happened: places for cash for 1, 3 and 6 months (paid what it said, no loss), cash cows and cash machines (beat the S&P 500 fund on total return, same dates), and Edgarette’s 12-month expected-return calls (landed inside her 80% range). A test of the boards, not advice.

  Hints: read-only not declared · destructive not declared · idempotent not declared · open-world not declared

Publisher website Repository

Measured by MCPYP probing. Untested fields are omitted, never estimated. Listing is always free; MCPYP never proxies calls or stores user tokens.