MCP Server

filings

global.rootz.origin/filings
Finance & Investing Search & Research Public & reachable MCP 2026-07-28

What this MCP does

Provides SEC-verified profiles, filings, timelines, earnings transcripts, people, products, and cross-company research for U.S. public companies.

origin_company
Look up a US public company by ticker. SEC-verified, ~200 tokens. Use this FIRST for any company query.
Input schema
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'Stock ticker (e.g. AAPL, MSFT, WAVX) or CIK number'}}}
origin_digest
Get the latest research digest for an enrolled user. Returns filing signals, recent facts, stock quotes, and AI agent interest levels for their watched companies. Use this to brief a user on their portfolio.
Input schema
{'type': 'object', 'required': ['email'], 'properties': {'email': {'type': 'string', 'description': 'User email address'}}}
origin_engage
Enroll a user for company research briefings. The user provides their email and tickers to watch. They get weekly or daily digests with filing signals, earnings facts, and AI interest data. Use this when a user says they want to track companies or get regular updates.
Input schema
{'type': 'object', 'required': ['email', 'tickers'], 'properties': {'email': {'type': 'string', 'description': 'User email address'}, 'tickers': {'type': 'array', 'items': {'type': 'string'}, 'description': 'Array of stock tickers to watch (max 20)'}, 'frequency': {'enum': ['daily', 'weekly', 'monthly'], 'type': 'string', 'description': 'How often to send briefings (default: weekly)'}}}
origin_filings
SEC filing index with EDGAR links.
Input schema
{'type': 'object', 'required': ['ticker'], 'properties': {'form': {'type': 'string', 'description': 'Optional: 10-K, 10-Q, 8-K'}, 'ticker': {'type': 'string'}}}
origin_person
Career path across US public companies.
Input schema
{'type': 'object', 'required': ['name'], 'properties': {'name': {'type': 'string', 'description': 'Person name'}}}
origin_profile
Full company profile: people, products, partnerships. ~800 tokens.
Input schema
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string'}}}
origin_search
Cross-company search by keyword, technology, or person.
Input schema
{'type': 'object', 'required': ['query'], 'properties': {'query': {'type': 'string'}}}
origin_timeline
Quarter-by-quarter history from SEC filings. ~2000 tokens.
Input schema
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string'}}}
origin_transcripts
Search earnings call transcripts. Query by topic (ai, trusted_computing, blockchain, data_center, etc.), company ticker, or free text. Returns extracted facts, speakers, and metrics from earnings calls.
Input schema
{'type': 'object', 'required': [], 'properties': {'q': {'type': 'string', 'description': 'Optional: free text search across facts'}, 'first': {'type': 'boolean', 'description': 'Optional: if true, returns first-mention date per company for the topic'}, 'topic': {'type': 'string', 'description': 'Optional: topic tag (ai, trusted_computing, blockchain, data_center, quantum, cybersecurity, robotics, autonomous, gaming, etc.)'}, 'ticker': {'type': 'string', 'description': 'Optional: filter by company ticker'}}}
Added
origin_digest
Sept. 17, 2026, 12:39 p.m.
Added
origin_engage
Sept. 17, 2026, 12:39 p.m.
Added
origin_transcripts
Sept. 17, 2026, 12:39 p.m.
Added
origin_filings
Sept. 17, 2026, 12:39 p.m.
Added
origin_search
Sept. 17, 2026, 12:39 p.m.
Added
origin_person
Sept. 17, 2026, 12:39 p.m.
Added
origin_timeline
Sept. 17, 2026, 12:39 p.m.
Added
origin_profile
Sept. 17, 2026, 12:39 p.m.
Added
origin_company
Sept. 17, 2026, 12:39 p.m.

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