Serveur MCP
FiledProof
com.davisvillelabs.filedproof/filedproof
Données et analytique
Finance et investissement
Recherche et exploration
Public et accessible
MCP 2025-11-25
Ce que fait ce MCP
Searches and reconciles primary-source SEC filings, verifies claims, compares disclosures, builds evidence timelines, and analyzes financial facts.
Capacités
Outils
13
outils
filedproof.build_disclosure_lineage
Build historical disclosure lineage
Build or reuse a persisted disclosure history for one issuer and topic, with deterministic per-filing fingerprints and same-form transition edges backed by exact SEC evidence. Use this when historical evolution or repeat reuse matters. Use filedproof.compare_filings for a one-off exact filing pair, filedproof.build_timeline for simple chronology without reusable transition state, or filedproof.build_disclosure_matrix when the objective is comparison across multiple companies. Structural change is not a materiality judgment.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier', 'topic'], 'properties': {'item': {'type': 'string', 'description': 'Optional SEC filing item such as 1A or 7.'}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 8, 'description': 'SEC forms to include. Defaults to 10-K and 10-Q. Same-form transitions are linked independently.'}, 'limit': {'type': 'integer', 'default': 30, 'maximum': 100, 'minimum': 1, 'description': 'Maximum topic-relevant change evidence records retained per transition.'}, 'topic': {'type': 'string', 'maxLength': 256, 'minLength': 1, 'description': 'Public-company disclosure topic whose filing-to-filing history should be accumulated, such as AI regulation, cybersecurity, or supply-chain concentration.'}, 'filings': {'type': 'integer', 'default': 6, 'maximum': 6, 'minimum': 2, 'description': 'Maximum filings to inspect in this invocation. Previously persisted lineage can contain more accumulated history.'}, 'history': {'type': 'boolean', 'default': True, 'description': 'Use bounded historical SEC submission archives when the durable catalog does not already provide enough history.'}, 'section': {'type': 'string', 'description': 'Optional exact normalized section heading.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}, 'comparisonLimit': {'type': 'integer', 'default': 250, 'maximum': 500, 'minimum': 1, 'description': 'Maximum changed blocks inspected in each same-form structural comparison.'}, 'fingerprintLimit': {'type': 'integer', 'default': 50, 'maximum': 50, 'minimum': 1, 'description': 'Maximum relevant evidence records used to fingerprint one filing.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.build_disclosure_matrix
Build cross-company disclosure matrix
Align one disclosure topic across two to six public companies using each company's source-backed historical disclosure lineage. Use this when cross-company comparison is the objective and the caller needs current evidence plus latest same-form transition evidence on a common basis without independently retrieving, parsing, aligning, and re-comparing every filing history. Use filedproof.build_disclosure_lineage for one issuer, not this tool; use filedproof.check_disclosure_changes when monitoring newly filed changes for one issuer. The matrix is an evidence substrate, not a ranking or materiality judgment.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifiers', 'topic'], 'properties': {'item': {'type': 'string', 'description': 'Optional SEC filing item such as 1A or 7.'}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'default': ['10-K'], 'maxItems': 4, 'minItems': 1, 'description': 'SEC forms to align. Defaults to 10-K for stronger cross-company comparability.'}, 'limit': {'type': 'integer', 'default': 24, 'maximum': 100, 'minimum': 1, 'description': 'Maximum topic-relevant change evidence retained in each underlying lineage transition.'}, 'topic': {'type': 'string', 'maxLength': 256, 'minLength': 1, 'description': 'Disclosure topic to align across companies, such as cybersecurity, AI infrastructure, or supply-chain concentration.'}, 'filings': {'type': 'integer', 'default': 4, 'maximum': 6, 'minimum': 2, 'description': 'Maximum filings per company used to build or reuse the underlying disclosure lineage.'}, 'history': {'type': 'boolean', 'default': True, 'description': 'Whether to use bounded historical SEC submission archives when needed.'}, 'section': {'type': 'string', 'description': 'Optional exact normalized section heading.'}, 'identifiers': {'type': 'array', 'items': {'type': 'string', 'minLength': 1}, 'maxItems': 6, 'minItems': 2, 'description': 'Two to six public-company identifiers to align on the same filing-grounded disclosure topic.'}, 'comparisonLimit': {'type': 'integer', 'default': 200, 'maximum': 500, 'minimum': 1, 'description': 'Maximum number of changed blocks to inspect in each filing comparison.'}, 'maxArchiveFiles': {'type': 'integer', 'maximum': 20, 'minimum': 1, 'description': 'Maximum number of historical SEC submission archive files to inspect when history is enabled.'}, 'fingerprintLimit': {'type': 'integer', 'default': 30, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of relevant evidence records used to fingerprint one filing.'}, 'currentEvidenceLimit': {'type': 'integer', 'default': 6, 'maximum': 12, 'minimum': 1, 'description': 'Maximum current-filing evidence records returned per company and form.'}, 'transitionEvidenceLimit': {'type': 'integer', 'default': 6, 'maximum': 12, 'minimum': 1, 'description': 'Maximum evidence records returned for each latest same-form transition.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.build_evidence_pack
Build answer-ready evidence pack
Package the strongest relevant SEC evidence for an upstream AI agent, preserving source URLs, locators, search scope, coverage, and explicit non-inference rules. Use this when the research question is already known and the caller wants a compact evidence bundle ready for downstream reasoning. Use filedproof.search_evidence for broader retrieval, filedproof.verify_claim for an explicit support-or-contradiction verdict, or filedproof.build_timeline for chronological organization.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier', 'q'], 'properties': {'q': {'type': 'string', 'maxLength': 256, 'minLength': 1, 'description': 'Research question or disclosure topic.'}, 'item': {'type': 'string', 'description': 'Optional SEC filing item, such as 1A or 7.'}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 8, 'description': 'SEC forms to search. Defaults to 10-K and 10-Q.'}, 'limit': {'type': 'integer', 'default': 12, 'maximum': 30, 'minimum': 1, 'description': 'Maximum number of operation-specific evidence or result records to return.'}, 'filings': {'type': 'integer', 'default': 3, 'maximum': 6, 'minimum': 1, 'description': 'Maximum number of filings to inspect for this invocation.'}, 'history': {'type': 'boolean', 'default': False, 'description': 'Whether to use bounded historical SEC submission archives when needed.'}, 'section': {'type': 'string', 'description': 'Optional exact normalized section heading.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.build_timeline
Build disclosure evidence timeline
Organize topic-relevant filing evidence chronologically across a bounded set of SEC filings. Use this when sequence over time is the primary need. Use filedproof.build_disclosure_lineage when you need persisted same-form evolution and reusable transition state, filedproof.compare_filings for exactly two known accessions, or filedproof.check_disclosure_changes for prioritized monitoring of newly filed changes. The timeline does not invent semantic change or materiality.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier', 'q'], 'properties': {'q': {'type': 'string', 'maxLength': 256, 'minLength': 1, 'description': 'Research question or disclosure topic.'}, 'item': {'type': 'string', 'description': 'Optional SEC filing item, such as 1A or 7.'}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 8, 'description': 'SEC forms to search. Defaults to 10-K and 10-Q.'}, 'limit': {'type': 'integer', 'default': 30, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of operation-specific evidence or result records to return.'}, 'filings': {'type': 'integer', 'default': 3, 'maximum': 6, 'minimum': 1, 'description': 'Maximum number of filings to inspect for this invocation.'}, 'history': {'type': 'boolean', 'default': False, 'description': 'Whether to use bounded historical SEC submission archives when needed.'}, 'section': {'type': 'string', 'description': 'Optional exact normalized section heading.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.check_disclosure_changes
Prioritize new SEC disclosure changes
Configured 1.00 USD specialist operation when runtime commerce is active. Use this for one issuer when the caller needs changes in newly filed disclosures prioritized against the prior filing of the same form, with compact before/after evidence from SEC filings and retry-safe checkpoint state. Supply a freeform topic, or profile=financial_risk for the bounded liquidity, debt, dilution/equity-issuance, and changed-risk report. The report separates documented filing changes from deterministic category/attention interpretation. Use filedproof.check_material_filing_changes for a fast low-cost same-form 10-K or 10-Q comparison, filedproof.compare_filings for a free raw structural diff between known accessions, or filedproof.list_filings first when coverage is uncertain. Attention is not a legal, accounting, economic, or investment materiality judgment, and pre-payment validation rejects invalid or non-comparable work before a charge.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'oneOf': [{'required': ['topic']}, {'required': ['profile']}], 'required': ['identifier'], 'properties': {'item': {'type': 'string', 'description': 'Optional SEC filing item such as 1A or 7.'}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 8, 'description': 'SEC forms to monitor. Defaults to 10-K and 10-Q.'}, 'limit': {'type': 'integer', 'default': 30, 'maximum': 100, 'minimum': 1, 'description': 'Maximum topic-relevant change evidence records per filing comparison.'}, 'topic': {'type': 'string', 'maxLength': 256, 'minLength': 1, 'description': 'Disclosure topic to monitor, such as AI capital spending, China risk, or cybersecurity. Provide topic or profile, not both.'}, 'history': {'type': 'boolean', 'default': False, 'description': 'Whether to use bounded historical SEC submission archives when needed.'}, 'profile': {'enum': ['financial_risk'], 'type': 'string', 'description': 'Bounded report profile. financial_risk checks liquidity/capital resources, debt/borrowings/covenants/maturities, dilution/equity-issuance disclosures, and changed risk disclosures together. Provide profile or topic, not both.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}, 'maxNewFilings': {'type': 'integer', 'default': 3, 'maximum': 6, 'minimum': 1, 'description': 'Maximum newly detected filings to process in one check.'}, 'sinceAccession': {'type': 'string', 'description': 'Checkpoint accession returned by the previous paid check. Omit for the first snapshot.'}, 'comparisonLimit': {'type': 'integer', 'default': 250, 'maximum': 500, 'minimum': 1, 'description': 'Maximum number of changed blocks to inspect in each filing comparison.'}, 'maxArchiveFiles': {'type': 'integer', 'maximum': 20, 'minimum': 1, 'description': 'Maximum historical SEC submission archive files to inspect when history is enabled.'}}, 'additionalProperties': False}
Schéma de sortie
{'$id': 'https://filedproof.davisvillelabs.com/schemas/monitor-check.v1', 'type': 'object', 'required': ['schemaVersion', 'purpose', 'issuer', 'topic', 'forms', 'mode', 'status', 'changeDetected', 'checkpoint', 'priorCheckpoint', 'latestAvailable', 'newFilingsDetected', 'events', 'truncated', 'remainingNewFilings', 'haltedOnFailure', 'changeCount', 'highPriorityChangeCount', 'overallAttention', 'attentionCounts', 'scope', 'agentGuidance'], 'properties': {'mode': {'enum': ['initial_snapshot', 'incremental'], 'type': 'string'}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'minItems': 1}, 'scope': {'type': 'object', 'additionalProperties': True}, 'topic': {'type': 'string', 'minLength': 1}, 'events': {'type': 'array', 'items': {'type': 'object', 'required': ['schemaVersion', 'status', 'current', 'baseline', 'change'], 'properties': {'error': {'type': 'object', 'required': ['code', 'message', 'retryable'], 'properties': {'code': {'type': 'string'}, 'message': {'type': 'string'}, 'retryable': {'type': 'boolean'}}, 'additionalProperties': True}, 'change': {'oneOf': [{'type': 'null'}, {'type': 'object', 'required': ['schemaVersion', 'changed', 'changes'], 'properties': {'changed': {'type': 'boolean'}, 'changes': {'type': 'array', 'items': {'type': 'object', 'required': ['kind', 'category', 'attention', 'confidence', 'signals', 'before', 'after'], 'properties': {'kind': {'enum': ['addition', 'removal', 'revised_disclosure', 'moved_equivalent'], 'type': 'string'}, 'after': {'type': ['object', 'null'], 'additionalProperties': True}, 'before': {'type': ['object', 'null'], 'additionalProperties': True}, 'signals': {'type': 'array', 'items': {'oneOf': [{'type': 'string'}, {'type': 'object', 'additionalProperties': True}]}}, 'category': {'type': 'string', 'minLength': 1}, 'attention': {'type': 'object', 'required': ['level', 'score'], 'properties': {'level': {'enum': ['high', 'medium', 'low'], 'type': 'string'}, 'score': {'type': 'number'}}, 'additionalProperties': True}, 'confidence': {'enum': ['high', 'medium', 'low'], 'type': 'string'}, 'classification': {'type': 'object', 'additionalProperties': True}, 'numericAnchors': {'type': 'object', 'additionalProperties': True}, 'reportingContext': {'type': ['object', 'null'], 'additionalProperties': True}, 'coverageCategories': {'type': 'array', 'items': {'type': 'string'}}}, 'additionalProperties': True}}, 'coverage': {'type': 'object', 'additionalProperties': True}, 'changeCount': {'type': 'integer', 'minimum': 0}, 'limitations': {'type': 'array', 'items': {'type': 'string'}}, 'reportProfile': {'type': 'string'}, 'schemaVersion': {'const': 'disclosure-change.v1'}, 'attentionCounts': {'type': 'object', 'required': ['high', 'medium', 'low'], 'properties': {'low': {'type': 'integer', 'minimum': 0}, 'high': {'type': 'integer', 'minimum': 0}, 'medium': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}, 'overallAttention': {'enum': ['high', 'medium', 'low', 'none'], 'type': 'string'}, 'highPriorityChangeCount': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': True}]}, 'status': {'enum': ['topic_change_detected', 'no_detected_topic_change', 'insufficient_baseline', 'comparison_failed'], 'type': 'string'}, 'current': {'oneOf': [{'type': 'null'}, {'type': 'object', 'required': ['accession', 'form', 'filingDate', 'reportDate'], 'properties': {'form': {'type': ['string', 'null']}, 'accession': {'type': 'string', 'minLength': 1}, 'filingDate': {'type': ['string', 'null']}, 'reportDate': {'type': ['string', 'null']}}, 'additionalProperties': False}]}, 'baseline': {'oneOf': [{'type': 'null'}, {'type': 'object', 'required': ['accession', 'form', 'filingDate', 'reportDate'], 'properties': {'form': {'type': ['string', 'null']}, 'accession': {'type': 'string', 'minLength': 1}, 'filingDate': {'type': ['string', 'null']}, 'reportDate': {'type': ['string', 'null']}}, 'additionalProperties': False}]}, 'limitation': {'type': 'string'}, 'searchScope': {'type': 'object', 'additionalProperties': True}, 'schemaVersion': {'const': 'monitor-event.v1'}}, 'additionalProperties': True}}, 'issuer': {'type': 'object', 'additionalProperties': True}, 'status': {'enum': ['no_new_filing', 'checked', 'change_detected', 'partial_failure'], 'type': 'string'}, 'purpose': {'type': 'string'}, 'truncated': {'type': 'boolean'}, 'checkpoint': {'oneOf': [{'type': 'null'}, {'type': 'object', 'required': ['accession', 'form', 'filingDate', 'reportDate'], 'properties': {'form': {'type': ['string', 'null']}, 'accession': {'type': 'string', 'minLength': 1}, 'filingDate': {'type': ['string', 'null']}, 'reportDate': {'type': ['string', 'null']}}, 'additionalProperties': False}]}, 'changeCount': {'type': 'integer', 'minimum': 0}, 'limitations': {'type': 'array', 'items': {'type': 'string'}}, 'agentGuidance': {'type': 'object', 'required': ['nextAction', 'invocationBoundary'], 'properties': {'nextAction': {'type': 'string'}, 'reviewOrder': {'type': 'string'}, 'invocationBoundary': {'type': 'string'}}, 'additionalProperties': True}, 'reportProfile': {'enum': ['financial_risk', None], 'type': ['string', 'null']}, 'schemaVersion': {'const': 'monitor-check.v1'}, 'changeDetected': {'type': 'boolean'}, 'attentionCounts': {'type': 'object', 'required': ['high', 'medium', 'low'], 'properties': {'low': {'type': 'integer', 'minimum': 0}, 'high': {'type': 'integer', 'minimum': 0}, 'medium': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': False}, 'haltedOnFailure': {'type': 'boolean'}, 'latestAvailable': {'oneOf': [{'type': 'null'}, {'type': 'object', 'required': ['accession', 'form', 'filingDate', 'reportDate'], 'properties': {'form': {'type': ['string', 'null']}, 'accession': {'type': 'string', 'minLength': 1}, 'filingDate': {'type': ['string', 'null']}, 'reportDate': {'type': ['string', 'null']}}, 'additionalProperties': False}]}, 'priorCheckpoint': {'oneOf': [{'type': 'null'}, {'type': 'object', 'required': ['accession', 'form', 'filingDate', 'reportDate'], 'properties': {'form': {'type': ['string', 'null']}, 'accession': {'type': 'string', 'minLength': 1}, 'filingDate': {'type': ['string', 'null']}, 'reportDate': {'type': ['string', 'null']}}, 'additionalProperties': False}]}, 'overallAttention': {'enum': ['high', 'medium', 'low', 'none'], 'type': 'string'}, 'newFilingsDetected': {'type': 'integer', 'minimum': 0}, 'remainingNewFilings': {'type': 'integer', 'minimum': 0}, 'highPriorityChangeCount': {'type': 'integer', 'minimum': 0}}, 'additionalProperties': True}
filedproof.check_material_filing_changes
Check meaningful changes between SEC filings
Configured 0.10 USD fast specialist operation when runtime commerce is active. Compare two same-form 10-K or 10-Q filings and return source-grounded meaningful changes, explainable decision-relevance triage, low-signal/no-change sections, confidence, limitations, and routing guidance when deeper disclosure verification is warranted. Supply both accessions for an exact pair, or omit both and choose form so FiledProof deterministically selects the latest comparable pair. This is not a legal materiality or investment-significance determination.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier'], 'properties': {'form': {'enum': ['10-K', '10-Q'], 'type': 'string', 'default': '10-K', 'description': 'Comparable SEC form. Defaults to 10-K and must match both explicit filings when accessions are supplied.'}, 'item': {'type': 'string', 'description': 'Optional SEC filing item such as 1A or 7.'}, 'focus': {'enum': ['all', 'risk', 'liquidity_debt', 'capital_allocation', 'legal_regulatory', 'strategy', 'financial_reporting', 'cybersecurity'], 'type': 'string', 'default': 'all', 'description': 'Optional bounded decision-relevance focus. Defaults to all maintained change categories.'}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum meaningful change objects to return.'}, 'history': {'type': 'boolean', 'default': False, 'description': 'Allow bounded historical SEC submission lookup when automatic pair resolution needs it.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}, 'laterAccession': {'type': 'string', 'minLength': 1, 'description': 'Optional later SEC accession. Supply together with earlierAccession for an exact pair.'}, 'earlierAccession': {'type': 'string', 'minLength': 1, 'description': 'Optional earlier SEC accession. Supply together with laterAccession for an exact pair.'}}, 'dependentRequired': {'laterAccession': ['earlierAccession'], 'earlierAccession': ['laterAccession']}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'required': ['schemaVersion', 'operation', 'issuer', 'earlierFiling', 'laterFiling', 'summary', 'changes', 'sources', 'confidence', 'limitations'], 'properties': {'issuer': {'type': 'object'}, 'changes': {'type': 'array', 'items': {'type': 'object'}}, 'sources': {'type': 'array', 'items': {'type': 'object'}}, 'summary': {'type': 'object'}, 'evidence': {'type': 'array', 'items': {'type': 'object'}}, 'operation': {'const': 'check_material_filing_changes'}, 'confidence': {'type': 'object'}, 'laterFiling': {'type': 'object'}, 'limitations': {'type': 'array', 'items': {'type': 'string'}}, 'earlierFiling': {'type': 'object'}, 'schemaVersion': {'const': 'material-filing-change-check.v1'}, 'lowSignalChanges': {'type': 'array', 'items': {'type': 'object'}}, 'recommendedNextStep': {'anyOf': [{'type': 'object'}, {'type': 'null'}]}, 'unchangedOrLowSignalSections': {'type': 'array', 'items': {'type': 'object'}}}, 'additionalProperties': True}
filedproof.compare_filings
Compare two SEC filings
Compare two known filings from the same issuer and return source-backed added and removed disclosure blocks. Use this low-level operation when you already know the exact left and right accessions and only need a structural diff. Use filedproof.build_disclosure_lineage for multi-filing historical evolution, filedproof.build_timeline for topical chronology, or filedproof.check_disclosure_changes when you need prioritized new-change triage and recurring checkpoint semantics. Structural change is not semantic interpretation or a materiality judgment.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier', 'left', 'right'], 'properties': {'item': {'type': 'string', 'description': 'Optional filing item such as 1A or 7.'}, 'left': {'type': 'string', 'minLength': 1, 'description': 'Left SEC accession number.'}, 'limit': {'type': 'integer', 'default': 100, 'maximum': 500, 'minimum': 1, 'description': 'Maximum number of operation-specific evidence or result records to return.'}, 'right': {'type': 'string', 'minLength': 1, 'description': 'Right SEC accession number.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.list_filings
List SEC filings
List recent or bounded historical SEC filings with canonical source metadata and explicit coverage limits. Use this when you need form, filing-date, or accession inventory, when choosing an exact pair for filedproof.compare_filings, or when confirming coverage before filedproof.check_disclosure_changes. For passage-level research, use filedproof.search_evidence instead.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier'], 'properties': {'forms': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 12, 'description': 'SEC filing form types to include, such as 10-K, 10-Q, or 8-K.'}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 100, 'minimum': 1, 'description': 'Maximum number of operation-specific evidence or result records to return.'}, 'history': {'type': 'boolean', 'default': False, 'description': 'Whether to use bounded historical SEC submission archives when needed.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.preflight_financial_fact
Check financial fact applicability
Free eligibility check for filedproof.reconcile_financial_fact. Use this before the $1 specialist operation when issuer identity, filing selection, supported metric, fiscal-period dates, annual-versus-quarter context, required SEC Company Facts contexts, or an optional SEC-filed 8-K earnings-release number comparison may be uncertain. It validates applicability without revealing the filing value, comparison source value, later revision values, evidence, or arithmetic. For general filing lookup or narrative research, use filedproof.resolve_issuer, filedproof.list_filings, or filedproof.search_evidence instead.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'anyOf': [{'required': ['identifier']}, {'required': ['cik']}], 'required': ['metric', 'period_start', 'period_end'], 'properties': {'cik': {'type': 'string', 'pattern': '^(?:CIK)?\\d{1,10}$', 'description': 'Legacy/direct SEC CIK input. Prefer identifier when starting from a ticker or company name.'}, 'metric': {'enum': ['revenue', 'net_income', 'operating_cash_flow'], 'type': 'string', 'description': 'Financial metric to reconcile: revenue, net income, or operating cash flow.'}, 'as_of_date': {'type': 'string', 'format': 'date', 'description': 'Optional historical cutoff. The selected anchor filing must have been filed on or before this date; later values never replace the primary answer.'}, 'identifier': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Issuer ticker, exact company name, CIK, or CIK-prefixed identifier. FiledProof resolves this to the durable SEC CIK before research and payment.'}, 'period_end': {'type': 'string', 'format': 'date', 'description': 'Requested fiscal-period end date.'}, 'period_type': {'enum': ['standalone_fiscal_quarter', 'fiscal_year'], 'type': 'string', 'default': 'standalone_fiscal_quarter', 'description': 'Whether the requested value is one standalone fiscal quarter or the full fiscal year.'}, 'period_start': {'type': 'string', 'format': 'date', 'description': 'Requested fiscal-period start date.'}, 'anchor_accession': {'type': 'string', 'pattern': '^\\d{10}-\\d{2}-\\d{6}$', 'description': 'Optional 10-Q/10-K accession, including amendments. If omitted, FiledProof selects the earliest compatible filing for the requested period.'}, 'comparison_value': {'type': 'string', 'pattern': '^-?\\d+$', 'description': 'Actual-unit integer value claimed from the SEC-filed earnings-release exhibit. FiledProof must find this value in metric context before the comparison is eligible.'}, 'comparison_exhibit': {'type': 'string', 'maxLength': 240, 'minLength': 1, 'description': 'Optional exact EX-99 exhibit filename or safe relative path when an 8-K contains multiple candidate earnings-release exhibits.'}, 'comparison_accession': {'type': 'string', 'pattern': '^\\d{10}-\\d{2}-\\d{6}$', 'description': 'Optional SEC 8-K/8-K/A accession containing an earnings-release exhibit to compare with the filing-anchored GAAP fact. Provide comparison_value with it.'}, 'include_subsequent_revisions': {'type': 'boolean', 'default': True, 'description': 'When true, report later different values for the same SEC concept, unit, and period separately from the primary anchored value.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'required': ['schemaVersion', 'operation', 'canonicalRequest', 'status', 'eligible', 'checks', 'price', 'paymentMethods', 'disclosureBoundary'], 'properties': {'price': {'type': 'object', 'required': ['cents', 'currency'], 'properties': {'cents': {'type': 'integer', 'minimum': 0}, 'currency': {'type': 'string', 'maxLength': 3, 'minLength': 3}}, 'additionalProperties': False}, 'checks': {'type': 'object', 'required': ['issuerValid', 'anchorFilingValid', 'metricSupported', 'requestedPeriodPlausible', 'comparisonRequested', 'comparisonSourceAvailable', 'requiredContextDataAvailable'], 'properties': {'issuerValid': {'type': 'boolean'}, 'metricSupported': {'type': 'boolean'}, 'anchorFilingValid': {'type': 'boolean'}, 'comparisonRequested': {'type': 'boolean'}, 'requestedPeriodPlausible': {'type': 'boolean'}, 'comparisonSourceAvailable': {'type': 'boolean'}, 'requiredContextDataAvailable': {'type': 'boolean'}}, 'additionalProperties': False}, 'reason': {'type': 'string'}, 'status': {'enum': ['eligible', 'ineligible'], 'type': 'string'}, 'eligible': {'type': 'boolean'}, 'operation': {'const': 'filedproof.reconcile_financial_fact'}, 'schemaVersion': {'const': 'financial-fact-preflight.v1'}, 'paymentMethods': {'type': 'array', 'items': {'type': 'string'}}, 'canonicalRequest': {'type': 'object'}, 'disclosureBoundary': {'type': 'string'}}, 'additionalProperties': True}
filedproof.reconcile_financial_fact
Reconcile one SEC financial fact
$1.00 USD specialist operation when commerce is active. Use this for one supported quarterly or fiscal-year revenue, net income, or operating cash flow fact. Optionally provide comparison_accession plus comparison_value to verify that number against an SEC-filed 8-K earnings-release exhibit and assess GAAP/non-GAAP, period, currency, and scope comparability. Arithmetic bridges are returned only when visible source rows reproduce exactly; otherwise the reason remains unresolved. Use filedproof.preflight_financial_fact first when eligibility is uncertain, filedproof.verify_claim for a narrative factual proposition, or filedproof.search_evidence for general filing research. Unsupported or ambiguous requests abstain before payment.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'anyOf': [{'required': ['identifier']}, {'required': ['cik']}], 'required': ['metric', 'period_start', 'period_end'], 'properties': {'cik': {'type': 'string', 'pattern': '^(?:CIK)?\\d{1,10}$', 'description': 'Legacy/direct SEC CIK input. Prefer identifier when starting from a ticker or company name.'}, 'metric': {'enum': ['revenue', 'net_income', 'operating_cash_flow'], 'type': 'string', 'description': 'Financial metric to reconcile: revenue, net income, or operating cash flow.'}, 'as_of_date': {'type': 'string', 'format': 'date', 'description': 'Optional historical cutoff. The selected anchor filing must have been filed on or before this date; later values never replace the primary answer.'}, 'identifier': {'type': 'string', 'maxLength': 200, 'minLength': 1, 'description': 'Issuer ticker, exact company name, CIK, or CIK-prefixed identifier. FiledProof resolves this to the durable SEC CIK before research and payment.'}, 'period_end': {'type': 'string', 'format': 'date', 'description': 'Requested fiscal-period end date.'}, 'period_type': {'enum': ['standalone_fiscal_quarter', 'fiscal_year'], 'type': 'string', 'default': 'standalone_fiscal_quarter', 'description': 'Whether the requested value is one standalone fiscal quarter or the full fiscal year.'}, 'period_start': {'type': 'string', 'format': 'date', 'description': 'Requested fiscal-period start date.'}, 'anchor_accession': {'type': 'string', 'pattern': '^\\d{10}-\\d{2}-\\d{6}$', 'description': 'Optional 10-Q/10-K accession, including amendments. If omitted, FiledProof selects the earliest compatible filing for the requested period.'}, 'comparison_value': {'type': 'string', 'pattern': '^-?\\d+$', 'description': 'Actual-unit integer value claimed from the SEC-filed earnings-release exhibit. FiledProof must find this value in metric context before the comparison is eligible.'}, 'comparison_exhibit': {'type': 'string', 'maxLength': 240, 'minLength': 1, 'description': 'Optional exact EX-99 exhibit filename or safe relative path when an 8-K contains multiple candidate earnings-release exhibits.'}, 'comparison_accession': {'type': 'string', 'pattern': '^\\d{10}-\\d{2}-\\d{6}$', 'description': 'Optional SEC 8-K/8-K/A accession containing an earnings-release exhibit to compare with the filing-anchored GAAP fact. Provide comparison_value with it.'}, 'include_subsequent_revisions': {'type': 'boolean', 'default': True, 'description': 'When true, report later different values for the same SEC concept, unit, and period separately from the primary anchored value.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'required': ['schemaVersion', 'operation', 'resultId', 'status', 'canonicalRequest', 'issuer', 'resolvedMetric', 'period', 'asOf', 'scope', 'source', 'anchorFiling', 'value', 'currency', 'resultBasis', 'derivation', 'evidence', 'originalReported', 'subsequentReportedValues', 'revisionAssessment', 'validation', 'limitations', 'unresolvedQuestions'], 'properties': {'asOf': {'type': 'object'}, 'scale': {'type': ['integer', 'null']}, 'scope': {'type': 'object'}, 'units': {'type': ['string', 'null']}, 'value': {'type': ['string', 'null']}, 'issuer': {'type': 'object'}, 'period': {'type': 'object'}, 'source': {'type': 'object'}, 'status': {'enum': ['resolved', 'ambiguous', 'unsupported', 'unavailable']}, 'currency': {'type': ['string', 'null']}, 'evidence': {'type': 'array'}, 'resultId': {'type': 'string'}, 'operation': {'const': 'filedproof.reconcile_financial_fact'}, 'derivation': {'type': ['object', 'null']}, 'validation': {'type': 'object'}, 'limitations': {'type': 'array', 'items': {'type': 'string'}}, 'resultBasis': {'enum': ['direct', 'derived', None], 'type': ['string', 'null']}, 'anchorFiling': {'type': 'object'}, 'schemaVersion': {'const': 'financial-fact-reconciliation.v1'}, 'resolvedMetric': {'type': 'object'}, 'canonicalRequest': {'type': 'object'}, 'originalReported': {'type': ['object', 'null']}, 'revisionAssessment': {'type': 'object'}, 'unresolvedQuestions': {'type': 'array', 'items': {'type': 'string'}}, 'numberReconciliation': {'type': ['object', 'null']}, 'subsequentReportedValues': {'type': 'array'}}, 'additionalProperties': True}
filedproof.resolve_issuer
Resolve public company issuer
Resolve a ticker, CIK, or exact company name to one SEC issuer. Use this first when issuer identity is uncertain or before passing a CIK or accession into another FiledProof tool. Do not use it to list filings or search disclosure text; use filedproof.list_filings or filedproof.search_evidence after identity is resolved.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier'], 'properties': {'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.search_evidence
Search filing evidence
Find relevant primary-source passages across a bounded set of SEC filings. Use this for open-ended filing research when you want evidence records with provenance but do not need a claim verdict or a curated answer bundle. Use filedproof.verify_claim for one explicit factual proposition, filedproof.build_evidence_pack for a compact answer-ready bundle, or filedproof.build_timeline when chronology is the main objective. Relevance is not a truth verdict.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier', 'q'], 'properties': {'q': {'type': 'string', 'maxLength': 256, 'minLength': 1, 'description': 'Research question or disclosure topic.'}, 'item': {'type': 'string', 'description': 'Optional SEC filing item, such as 1A or 7.'}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 8, 'description': 'SEC forms to search. Defaults to 10-K and 10-Q.'}, 'limit': {'type': 'integer', 'default': 20, 'maximum': 50, 'minimum': 1, 'description': 'Maximum number of operation-specific evidence or result records to return.'}, 'filings': {'type': 'integer', 'default': 3, 'maximum': 6, 'minimum': 1, 'description': 'Maximum number of filings to inspect for this invocation.'}, 'history': {'type': 'boolean', 'default': False, 'description': 'Whether to use bounded historical SEC submission archives when needed.'}, 'section': {'type': 'string', 'description': 'Optional exact normalized section heading.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
filedproof.verify_claim
Verify a claim against SEC filings
Conservatively assess one explicit factual claim against official SEC filing evidence and return support, contradiction, mixed, partial, or insufficient-evidence stance signals. Use this when the caller already has a proposition to test. Use filedproof.search_evidence for open-ended research, filedproof.reconcile_financial_fact for one supported standalone-quarter revenue, net-income, or operating-cash-flow value, or filedproof.check_disclosure_changes for new disclosure-change monitoring. A filing establishes what the company reported, not independent real-world truth.
Lecture seule
Accès externe
Idempotent
Schéma d’entrée
{'type': 'object', 'required': ['identifier', 'claim'], 'properties': {'item': {'type': 'string', 'description': 'Optional SEC filing item such as 1A or 7.'}, 'claim': {'type': 'string', 'maxLength': 512, 'minLength': 1, 'description': "The factual claim to assess against the company's SEC filings."}, 'forms': {'type': 'array', 'items': {'type': 'string'}, 'maxItems': 8, 'description': 'SEC forms to search. Defaults to 10-K, 10-Q, and 8-K.'}, 'limit': {'type': 'integer', 'default': 24, 'maximum': 30, 'minimum': 1, 'description': 'Maximum number of operation-specific evidence or result records to return.'}, 'filings': {'type': 'integer', 'default': 6, 'maximum': 6, 'minimum': 1, 'description': 'Maximum number of filings to inspect for this invocation.'}, 'history': {'type': 'boolean', 'default': False, 'description': 'Whether to use bounded historical SEC submission archives when needed.'}, 'section': {'type': 'string', 'description': 'Optional exact normalized section heading.'}, 'identifier': {'type': 'string', 'minLength': 1, 'description': 'Ticker, CIK, or exact SEC company name.'}}, 'additionalProperties': False}
Schéma de sortie
{'type': 'object', 'description': 'Structured FiledProof result with operation-specific evidence, provenance, coverage, and uncertainty fields.', 'additionalProperties': True}
Historique
Modifications récentes des outils
Modifié
filedproof.check_disclosure_changes
27 September 2026 02:52
Ajouté
filedproof.check_material_filing_changes
27 September 2026 02:52
Modifié
filedproof.reconcile_financial_fact
25 September 2026 03:02
Modifié
filedproof.preflight_financial_fact
25 September 2026 03:02
Modifié
filedproof.check_disclosure_changes
25 September 2026 03:02
Ajouté
filedproof.reconcile_financial_fact
17 September 2026 12:34
Ajouté
filedproof.preflight_financial_fact
17 September 2026 12:34
Ajouté
filedproof.compare_filings
17 September 2026 12:34
Ajouté
filedproof.check_disclosure_changes
17 September 2026 12:34
Ajouté
filedproof.build_disclosure_matrix
17 September 2026 12:34
Ajouté
filedproof.build_disclosure_lineage
17 September 2026 12:34
Ajouté
filedproof.verify_claim
17 September 2026 12:34
Ajouté
filedproof.build_timeline
17 September 2026 12:34
Ajouté
filedproof.build_evidence_pack
17 September 2026 12:34
Ajouté
filedproof.search_evidence
17 September 2026 12:34
Ajouté
filedproof.list_filings
17 September 2026 12:34
Ajouté
filedproof.resolve_issuer
17 September 2026 12:34
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