MCP Server
Edgar & Edgarette: SEC Filing Boards
io.github.HuangGoodmanAgency/edgar-and-edgarette
What this MCP does
Provides SEC EDGAR filing data and analysis for corporate events, company performance, IPOs, mergers, officer changes, breaches, and related filings, with optional company alerts.
Capabilities
Tools
17
tools
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'properties': {}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'required': ['company'], 'properties': {'company': {'type': 'string', 'description': 'company name, ticker or CIK'}}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'required': ['company'], 'properties': {'price': {'type': 'number', 'description': "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."}, 'company': {'type': 'string', 'description': 'company name, ticker or CIK'}}}
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.
Input schema
{'type': 'object', 'properties': {}}
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. Display only, not a rating. Free, CC BY 4.0.
Input schema
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': 'ETF ticker, e.g. QQQ'}}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK of a 13F filer, e.g. 714142'}, 'holdings': {'type': 'array', 'items': {'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string'}, 'weight': {'type': 'number'}}}, 'description': 'holdings with weights or dollar amounts'}}}
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.
Input schema
{'type': 'object', 'properties': {'limit': {'type': 'number', 'description': 'max rows, default 50, ceiling 200 — the reply carries total/returned/truncated, and `more` links the full board'}}}
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.
Input schema
{'type': 'object', 'required': ['board'], 'properties': {'tier': {'enum': ['essential', 'professional', 'executive', 'luxury', 'bespoke', 'whiteglove'], 'type': 'string'}, 'board': {'enum': ['breaches', 'charter-amendments', 'mergers', 'agreements', 'restructuring', 'cmo-moves', 'ipo-watch', 'annual-meetings', 'auditor-watch'], 'type': 'string'}, 'attendees': {'type': 'number'}}}
watch_company
Ask Edgar (POPS4) to email a person the day a company files with the SEC. Needs the person's email and the company name as it files (or its CIK). Each note carries a one-click stop link.
Input schema
{'type': 'object', 'required': ['company', 'email'], 'properties': {'cik': {'type': 'string', 'description': 'optional SEC CIK, exact match'}, 'board': {'enum': ['breaches', 'charter-amendments', 'mergers', 'agreements', 'restructuring', 'cmo-moves', 'ipo-watch', 'annual-meetings', 'auditor-watch'], 'type': 'string'}, 'email': {'type': 'string'}, 'company': {'type': 'string'}}}
History
Recent tool changes
Added
get_brand_record
Oct. 1, 2026, 2:43 a.m.
Changed
get_auditor_watch
Oct. 1, 2026, 2:43 a.m.
Changed
get_annual_meetings
Oct. 1, 2026, 2:43 a.m.
Changed
get_ipo_watch
Oct. 1, 2026, 2:43 a.m.
Changed
get_cmo_moves
Oct. 1, 2026, 2:43 a.m.
Changed
get_restructuring
Oct. 1, 2026, 2:43 a.m.
Changed
get_agreements
Oct. 1, 2026, 2:43 a.m.
Changed
get_mergers
Oct. 1, 2026, 2:43 a.m.
Changed
get_charter_amendments
Oct. 1, 2026, 2:43 a.m.
Changed
get_breaches
Oct. 1, 2026, 2:43 a.m.
Added
get_portfolio_health
Sept. 27, 2026, 2:42 a.m.
Added
get_etf_health
Sept. 27, 2026, 2:42 a.m.
Added
get_energy_leaders
Sept. 25, 2026, 2:49 a.m.
Added
get_ai_leaders
Sept. 25, 2026, 2:49 a.m.
Changed
get_company_performance
Sept. 23, 2026, 2:40 a.m.
Changed
get_auditor_watch
Sept. 23, 2026, 2:40 a.m.
Changed
get_annual_meetings
Sept. 23, 2026, 2:40 a.m.
Changed
get_ipo_watch
Sept. 23, 2026, 2:40 a.m.
Changed
get_cmo_moves
Sept. 23, 2026, 2:40 a.m.
Changed
get_restructuring
Sept. 23, 2026, 2:40 a.m.
Changed
get_agreements
Sept. 23, 2026, 2:40 a.m.
Changed
get_mergers
Sept. 23, 2026, 2:40 a.m.
Changed
get_charter_amendments
Sept. 23, 2026, 2:40 a.m.
Changed
get_breaches
Sept. 23, 2026, 2:40 a.m.
Added
get_company_performance
Sept. 21, 2026, 2:40 a.m.
Added
price_program
Sept. 21, 2026, 2:40 a.m.
Added
watch_company
Sept. 21, 2026, 2:40 a.m.
Added
get_auditor_watch
Sept. 21, 2026, 2:40 a.m.
Added
get_annual_meetings
Sept. 21, 2026, 2:40 a.m.
Added
get_ipo_watch
Sept. 21, 2026, 2:40 a.m.
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