此 MCP 可以做什么
Provides normalized SEC company and market data, financial statements, filings, insider and institutional holdings, federal procurement and grant data, and SEC full-text search.
功能
工具
19
工具
get_activist
Get 13D/13G >5% activist stakes
Schedule 13D/13G filings, the disclosure anyone crossing 5% of a company's voting stock must make. A 13D signals possible activist intent; a 13G is a passive large holder. Each record has the issuer, CUSIP, reporting person(s), and exact percent of class. Pass identifier='latest' for the market-wide feed of new >5% stakes, or a ticker for the stakes indexed on that company.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['identifier'], 'properties': {'limit': {'type': 'integer', 'description': 'Number of filings, 1-100 (default 40).'}, 'identifier': {'type': 'string', 'description': "'latest' for the market-wide >5% feed, or a US ticker (e.g. 'AAPL') for stakes indexed on that company."}, 'min_percent': {'type': 'number', 'description': "For 'latest': minimum percent of class (default 0)."}, 'activist_only': {'type': 'boolean', 'description': "For 'latest': keep only 13D (activist-intent) filings (default false)."}}}
get_awards
Get federal awards (USAspending)
Federal spending awards from USAspending.gov — contracts, grants, loans, and direct payments — normalized into flat JSON. Each carries the award id, recipient, amount, awarding agency, type, dates, place of performance, description, and the usaspending.gov link. Pick one category per call; leave dates off for the last year. Pairs with get_opportunities: the SAM solicitation, then who won the awards here.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'properties': {'end': {'type': 'string', 'description': 'Action-date end, YYYY-MM-DD (default: today).'}, 'page': {'type': 'integer', 'description': 'Page number (default 1).'}, 'limit': {'type': 'integer', 'description': 'Records to return, 1-100 (default 20).'}, 'start': {'type': 'string', 'description': 'Action-date start, YYYY-MM-DD (default: 1 year ago).'}, 'state': {'type': 'string', 'description': "Place-of-performance state, e.g. 'CA'."}, 'agency': {'type': 'string', 'description': "Awarding agency, top-tier exact name, e.g. 'Department of Defense'."}, 'keyword': {'type': 'string', 'description': 'Full-text keyword filter.'}, 'category': {'type': 'string', 'description': 'contracts (default), idvs, grants, loans, direct_payments, or other.'}, 'recipient': {'type': 'string', 'description': "Recipient name search, e.g. 'Lockheed'."}}}
get_company
Get a company profile
CIK, legal name, SIC industry, fiscal-year end, exchanges and website for a ticker, resolved from SEC EDGAR submissions.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}}}
get_congress
Get congressional stock trades (House STOCK Act)
Congressional stock trades parsed from US House STOCK Act periodic transaction reports, normalized to flat JSON: member, state/district, ticker, buy or sell, the disclosed dollar range, transaction and disclosure dates, and a House disclosure PDF link. Pass a ticker for one stock, or omit it for the recent feed. House-only for now (Senate coming); amounts are ranges and disclosure lags the trade by up to 45 days.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'properties': {'limit': {'type': 'integer', 'description': 'Trades to return, 1-100 (default 40).'}, 'action': {'type': 'string', 'description': "Filter the feed to 'buy' or 'sell'."}, 'ticker': {'type': 'string', 'description': "Stock ticker for one-stock history, e.g. 'NVDA'. Omit for the recent feed."}}}
get_events
Get 8-K material events
8-K material events for a ticker as typed items (2.02 earnings, 5.02 executive change, 1.05 cybersecurity incident, 2.01 acquisition, etc.), each with a notable flag for the market-moving ones and a link to the filing. Pass item to filter to one event type (e.g. '4.02' for every restatement a company filed). Pass ticker='restatements' or 'auditor-changes' for the market-wide red-flag feed of recent item 4.02 / 4.01 8-Ks across all filers.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'days': {'type': 'integer', 'description': 'For the market-wide feeds: lookback window in days (default 45).'}, 'item': {'type': 'string', 'description': "Filter to a specific 8-K item code, or comma-separated codes, e.g. '4.02' (restatement) or '5.02,2.02'."}, 'limit': {'type': 'integer', 'description': 'Number of events, 1-100 (default 20; 50 for feeds).'}, 'ticker': {'type': 'string', 'description': "US stock ticker (e.g. 'AAPL'), or 'restatements' / 'auditor-changes' for the market-wide item feed."}, 'notable': {'type': 'boolean', 'description': 'Only market-moving events (default false).'}}}
get_filings
Get recent SEC filings
Recent SEC filings for a ticker (10-K/10-Q/8-K) with filing/report dates and document links.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'form': {'type': 'string', 'description': "Optional form filter, e.g. '10-K', '10-Q', '8-K'."}, 'limit': {'type': 'integer', 'description': 'Number of filings to return, 1-100 (default 20).'}, 'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}}}
get_form_d
Get Form D private placements
Parsed Form D notices — the filing a company makes when it raises money in a private placement under a Regulation D exemption. Each carries the issuer, jurisdiction, industry, amount offered and sold, the exemption, related persons, and date of first sale. Pass a CIK (or ticker if public) for one issuer, or 'latest' for the market-wide feed of new private raises.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['identifier'], 'properties': {'limit': {'type': 'integer', 'description': 'Number of notices, 1-100 (default 20 for latest, 10 per issuer).'}, 'identifier': {'type': 'string', 'description': "Issuer CIK (Form D issuers are usually private), a ticker if public, or 'latest' for the market-wide feed."}}}
get_fundamentals
Get company financial statements
Normalized income statement, balance sheet, and cash flow for a US-listed ticker, parsed from SEC EDGAR XBRL. Counts as one request on the Edgrapi plan.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'limit': {'type': 'integer', 'description': 'Number of periods to return, 1-20 (default 5).'}, 'period': {'enum': ['annual', 'quarterly'], 'type': 'string', 'description': 'Reporting period (default annual).'}, 'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}}}
get_grants
Get federal grant opportunities (Grants.gov)
Federal grant funding opportunities from Grants.gov, normalized into flat JSON. Each carries the opportunity id and number, title, agency, status, open and close dates, the Assistance Listing (CFDA) numbers, and the grants.gov link. Defaults to open opportunities (posted + forecasted). Completes the gov-funding trio with get_opportunities (contracts) and get_awards (spending).
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'properties': {'aln': {'type': 'string', 'description': "Assistance Listing (CFDA) number, e.g. '93.217'."}, 'limit': {'type': 'integer', 'description': 'Records to return, 1-100 (default 20).'}, 'agency': {'type': 'string', 'description': "Agency code filter, e.g. 'HHS-OPHS'."}, 'offset': {'type': 'integer', 'description': 'Start record number (default 0).'}, 'status': {'type': 'string', 'description': 'Pipe/comma list of forecasted, posted, closed, archived (default posted|forecasted).'}, 'keyword': {'type': 'string', 'description': 'Full-text keyword filter.'}, 'category': {'type': 'string', 'description': "Funding category code, e.g. 'HL' (health)."}}}
get_holdings
Get 13F institutional holdings
A fund's latest 13F portfolio parsed from the SEC information table: every position ranked by value, aggregated by CUSIP across sub-managers, options flagged put/call, and diffed against the prior quarter (new / added / reduced / exited). Identify the fund by a known name (berkshire, burry, ackman, bridgewater, citadel), a CIK, or a filer ticker (BRK-B).
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['identifier'], 'properties': {'limit': {'type': 'integer', 'description': 'Max positions, 1-500 (default 50).'}, 'changes': {'type': 'boolean', 'description': 'Diff vs the prior quarter (default true).'}, 'identifier': {'type': 'string', 'description': "Fund name (e.g. 'berkshire', 'burry', 'pershing-square'), a CIK, or a ticker whose company files the 13F (e.g. BRK-B)."}}}
get_insider
Get parsed insider transactions
Parsed SEC Form 4 insider trades for a ticker: owner, role, transaction code (P open-market purchase, S sale, A award, M exercise, F tax withholding), shares, price, dollar value, and a 10b5-1 plan flag. Code P is the only own-money buy signal; A/M/F are automatic compensation. Set form=3/5 for holdings statements or form=144 for notices of proposed sale (an intent-to-sell signal that precedes the Form 4). Pass ticker='latest' for the market-wide feed of the biggest open-market buys, or ticker='clusters' for companies where several insiders bought at once.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'days': {'type': 'integer', 'description': "For 'clusters': lookback window in days (default 15)."}, 'form': {'enum': ['3', '4', '5', '144'], 'type': 'string', 'description': 'Ownership form: 4 (trades, default), 3 (initial holdings), 5 (annual), or 144 (notice of proposed sale — an intent-to-sell signal that precedes the Form 4).'}, 'limit': {'type': 'integer', 'description': 'Number of results, 1-100 (default 20).'}, 'ticker': {'type': 'string', 'description': "US stock ticker (e.g. 'AAPL'), 'latest' for market-wide buys, or 'clusters' for cluster buys."}, 'min_insiders': {'type': 'integer', 'description': "For 'clusters': min distinct insiders (default 3)."}}}
get_opportunities
Get federal contract opportunities (SAM.gov)
Federal contract opportunities from SAM.gov — solicitations, presolicitations, sources-sought, and award notices — normalized into flat JSON. Each carries the notice id, title, solicitation number, posted date, type, set-aside, NAICS, place of performance, award (when present), a point of contact, and the sam.gov link. Leave the dates off for the recent feed; SAM caps a query window at one year.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'properties': {'limit': {'type': 'integer', 'description': 'Records to return, 1-200 (default 20).'}, 'naics': {'type': 'string', 'description': "NAICS code filter, up to 6 digits, e.g. '541519'."}, 'ptype': {'type': 'string', 'description': 'Procurement type: o solicitation, p presolicitation, a award, etc.'}, 'state': {'type': 'string', 'description': "Place-of-performance state, e.g. 'TX'."}, 'title': {'type': 'string', 'description': 'Match on opportunity title.'}, 'offset': {'type': 'integer', 'description': 'Pagination offset (default 0).'}, 'posted_to': {'type': 'string', 'description': 'Posted-date end, YYYY-MM-DD (default: today).'}, 'set_aside': {'type': 'string', 'description': "Set-aside code, e.g. 'SBA', '8A', 'WOSB', 'HZC'."}, 'posted_from': {'type': 'string', 'description': 'Posted-date start, YYYY-MM-DD (default: 30 days ago).'}}}
get_ratios
Get computed financial ratios
Margins, returns (ROE/ROA), leverage and liquidity ratios for a ticker, derived from SEC EDGAR fundamentals, plus per-share figures (eps_diluted, book_value_per_share, shares_outstanding). Price-based ratios (P/E, P/B) aren't returned because EDGAR has no market price; divide your own price by the per-share figures.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}}}
get_sections
Get 10-K/10-Q narrative sections
Narrative sections from the latest 10-K/10-Q as clean text — Risk Factors (item 1A), MD&A (item 7), Business (item 1), etc. Built for LLM/RAG equity research. Omit 'item' to list the available sections first.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'form': {'type': 'string', 'description': "Filing type: '10-K' (default) or '10-Q'."}, 'item': {'type': 'string', 'description': "Section to fetch, e.g. '1A' (Risk Factors) or '7' (MD&A). Omit to list available sections."}, 'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}}}
get_shares
Get shares outstanding & public float
Common shares outstanding (latest + history) and public float for a ticker, from the SEC XBRL cover-page tags. Shares outstanding updates every 10-Q/10-K; public float is reported on the 10-K cover. The inputs for market-cap and free-float math.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}, 'history': {'type': 'boolean', 'description': 'Include the full reported history (default false).'}}}
get_subsidiaries
Get company subsidiaries (10-K Exhibit 21)
The company's subsidiaries and their jurisdictions of incorporation, parsed from Exhibit 21 of its latest 10-K. Best-effort parse of an HTML exhibit; empty for filers that list only significant subsidiaries or file no Exhibit 21.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['ticker'], 'properties': {'ticker': {'type': 'string', 'description': "US stock ticker or CIK, e.g. 'AAPL'."}}}
get_xbrl
Convert SEC XBRL to JSON
The full XBRL-to-JSON converter. By default returns a company's normalized income statement, balance sheet and cash flow across every reported period, plus a concept index of every us-gaap/dei tag it reports. Pass `concept` to pull the raw time series for any specific tag(s) beyond the curated fundamentals; pass `accession` for every concept reported in one specific filing.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'properties': {'cik': {'type': 'string', 'description': 'SEC CIK, alternative to ticker.'}, 'limit': {'type': 'integer', 'description': 'Max periods per statement, 1-100 (default 40).'}, 'period': {'enum': ['annual', 'quarterly'], 'type': 'string', 'description': 'Statement period (default annual).'}, 'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}, 'concept': {'type': 'string', 'description': "Comma-separated us-gaap/dei tag(s) to return the raw series for, e.g. 'Revenues,Assets'. Omit for normalized statements + concept index."}, 'accession': {'type': 'string', 'description': "An accession (e.g. '0000320193-24-000123') to return every XBRL concept reported in that one filing. Overrides ticker/concept."}}}
resolve_entity
Resolve a ticker, CIK, or CUSIP
Map any one of a ticker, CIK, or CUSIP to the canonical SEC entity: legal name, CIK, ticker(s), exchange, SIC industry and sector, state of incorporation, and location. The foundational lookup for identifying a filer.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'properties': {'cik': {'type': 'string', 'description': "SEC CIK, e.g. '320193' (zero-padding optional)."}, 'cusip': {'type': 'string', 'description': "9-character CUSIP, e.g. '037833100'."}, 'ticker': {'type': 'string', 'description': "US stock ticker, e.g. 'AAPL'."}}}
search_filings
Full-text search across SEC filings
Search the full text of every SEC filing since 2001 (the EDGAR full-text index). Returns matching filing documents with company, form, date, 8-K item codes, and a SEC.gov link. Quote a phrase for exact match; filter by form and date range.
只读
可访问外部资源
幂等
输入模式
{'type': 'object', 'required': ['q'], 'properties': {'q': {'type': 'string', 'description': 'Search query. Quote a phrase ("climate change") for an exact match; space-separated terms are ANDed.'}, 'enddt': {'type': 'string', 'description': 'Only filings on/before this date, YYYY-MM-DD.'}, 'forms': {'type': 'string', 'description': "Comma-separated form filter, e.g. '8-K' or '10-K,10-Q'."}, 'limit': {'type': 'integer', 'description': 'Results to return, 1-100 (default 20).'}, 'offset': {'type': 'integer', 'description': 'Pagination offset into the result set (default 0).'}, 'startdt': {'type': 'string', 'description': 'Only filings on/after this date, YYYY-MM-DD.'}}}
历史
近期工具变更
已添加
get_congress
2026年9月17日 12:45
已添加
get_grants
2026年9月17日 12:45
已添加
get_awards
2026年9月17日 12:45
已添加
get_opportunities
2026年9月17日 12:45
已添加
get_subsidiaries
2026年9月17日 12:45
已添加
get_form_d
2026年9月17日 12:45
已添加
get_shares
2026年9月17日 12:45
已添加
get_xbrl
2026年9月17日 12:45
已添加
search_filings
2026年9月17日 12:45
已添加
resolve_entity
2026年9月17日 12:45
已添加
get_activist
2026年9月17日 12:45
已添加
get_holdings
2026年9月17日 12:45
已添加
get_events
2026年9月17日 12:45
已添加
get_insider
2026年9月17日 12:45
已添加
get_sections
2026年9月17日 12:45
已添加
get_filings
2026年9月17日 12:45
已添加
get_company
2026年9月17日 12:45
已添加
get_ratios
2026年9月17日 12:45
已添加
get_fundamentals
2026年9月17日 12:45
发现
类似的 MCP 服务器
Stratalize Finance
com.stratalize/finance
Provides financial, macroeconomic, banking, credit, commodities, M&A, ESG, labor, and regulatory benchmarks for analysis and plan…
AI Arena Agent Tools
ca.ai-arena/agent-tools
Provides read-only SEC corporate filing and XBRL searches, federal award and recipient lookups, and deterministic screening of US…
Ferc Eqr
io.github.pipeworx-io/ferc-eqr
Searches FERC Electric Quarterly Reports for wholesale power sellers, counterparties, contracts, products, rates, delivery points…
HelloBooks AI Agents MCP Server
io.github.HelloBooksAIAgents/hellobooks-mcp
Analyzes bookkeeping exports, accounting anomalies, financial statements, tax compliance information, payment methods, and accoun…
CIGAM
io.github.mcp-dir/cigam-mcp
Connects to CIGAM ERP data for retail and industrial operations, including sales, purchases, inventory, cash flow, payables, rece…
codat
io.usefulapi/codat
Connects company accounting sources through Codat and retrieves financial statements, invoices, bills, transactions, customers, s…
agentstack-mcp
io.github.inity13/agentstack-mcp
Provides deterministic calculators, scenario simulations, weighted decision analysis, sensitivity testing, and business and finan…
Stonewake
ai.stonewake/stonewake
Provides cited company, country, portfolio and credit-risk intelligence for bank and export-finance workflows.