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SEC Filings

SEC EDGAR filings & financial data

Search the SEC EDGAR database for U.S. public companies. Look up by ticker, browse filings (10-K, 10-Q, 8-K, Form 4), pull XBRL financials, track insider trades, search filings by keyword, and screen companies by metrics like revenue or net income.

6 skillsv0.02
Search Company

Find U.S. public companies by ticker symbol or company name. Returns CIK numbers, tickers, and company names for use with other SEC skills.

Returns: List of matching companies with CIK numbers, tickers, and names
Parameters
query *stringTicker symbol or company name to search for (e.g. "AAPL", "Apple", "Tesla")
Example
Search by ticker
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "sec-filings",
  "skill": "search_company",
  "input": {
    "query": "AAPL"
  }
}' \
  https://api.toolrouter.com/v1/tools/call
Company Filings

Get recent SEC filings for a company by CIK number. Filter by form type (10-K, 10-Q, 8-K, Form 4, 13F-HR, S-1) and returns company details, addresses, and filing list with direct document URLs.

Returns: Company info and recent filings list with form type, dates, accession numbers, and document URLs
Parameters
cik *stringCIK number of the company (e.g. "320193" for Apple)
form_typestringFilter by SEC form type (e.g. "10-K", "10-Q", "8-K", "4", "13F-HR", "S-1")
limitnumberMaximum number of filings to return (default 20, max 50)
Example
Get all recent Apple filings
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "sec-filings",
  "skill": "company_filings",
  "input": {
    "cik": "320193"
  }
}' \
  https://api.toolrouter.com/v1/tools/call
Financial Statements

Get structured XBRL financial data for a company — income statement, balance sheet, and cash flow. Returns annual and quarterly figures for revenue, net income, assets, liabilities, cash, debt, EPS, and more.

Returns: Structured financial data with annual and quarterly values for income, balance sheet, and cash flow line items
Parameters
cik *stringCIK number of the company (e.g. "320193" for Apple)
statementstringFinancial statement type: "income", "balance_sheet", "cash_flow", or "all" (default "all")
Example
Get all financial statements for Apple
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "sec-filings",
  "skill": "financial_statements",
  "input": {
    "cik": "320193"
  }
}' \
  https://api.toolrouter.com/v1/tools/call
Insider Transactions

Get recent insider trades (Form 4 filings) for a company. Shows who bought or sold shares, transaction dates, prices, share amounts, and ownership after each transaction.

Returns: List of insider transactions with owner details, trade type, shares, price, and post-transaction ownership
Parameters
cik *stringCIK number of the company (e.g. "320193" for Apple)
limitnumberNumber of recent Form 4 filings to fetch (default 10, max 25)
Example
Get recent Apple insider trades
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "sec-filings",
  "skill": "insider_transactions",
  "input": {
    "cik": "320193"
  }
}' \
  https://api.toolrouter.com/v1/tools/call
Filing Search

Full-text search across all SEC filings by keyword. Filter by form type and date range to find specific disclosures, risk factors, material events, or topics across all public companies.

Returns: List of matching filings with company name, form type, filing date, description, and direct filing URL
Parameters
query *stringSearch keywords to find in filing text (e.g. "artificial intelligence risk", "workforce reduction")
form_typestringFilter by SEC form type (e.g. "10-K", "10-Q", "8-K", "S-1")
start_datestringStart date for filing range (YYYY-MM-DD). Default: 12 months ago
end_datestringEnd date for filing range (YYYY-MM-DD). Default: today
Example
Search for AI risk disclosures in annual reports
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "sec-filings",
  "skill": "filing_search",
  "input": {
    "query": "artificial intelligence risk",
    "form_type": "10-K"
  }
}' \
  https://api.toolrouter.com/v1/tools/call
Screen Companies

Screen and rank all U.S. public companies by a financial metric. Find the largest companies by revenue, most profitable by net income, or filter by assets, equity, cash, debt, and more.

Returns: Ranked list of companies sorted by the selected financial metric, with company name, CIK, and value
Parameters
metric *stringFinancial metric to screen by: "revenue", "net_income", "assets", "equity", "cash", "debt", "operating_income", "gross_profit", "dividends"
periodstringXBRL period (e.g. "CY2024", "CY2024Q4I"). Defaults to the latest full calendar year
min_valuenumberMinimum value filter (in USD)
max_valuenumberMaximum value filter (in USD)
limitnumberNumber of companies to return (default 25, max 100)
Example
Top companies by revenue
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{
  "tool": "sec-filings",
  "skill": "screen_companies",
  "input": {
    "metric": "revenue"
  }
}' \
  https://api.toolrouter.com/v1/tools/call
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v0.022026-03-22
  • Complete rebuild: 6 skills replacing original 3
  • Added search_company for ticker/name lookup
  • Added company_filings for browsing recent filings with form type filtering
  • Added financial_statements with structured income, balance sheet, and cash flow data
  • Added insider_transactions for Form 4 insider trade parsing
  • Added filing_search for full-text search across all SEC filings
  • Added screen_companies for screening by financial metrics using XBRL frames
v0.012026-03-20
  • Initial release with company_info, search_filings, financial_facts

Quick Start

MCP (Claude Code)
claude mcp add --transport stdio \
  --env TOOLROUTER_API_KEY=YOUR_API_KEY \
  toolrouter -- npx -y toolrouter-mcp
REST API
curl -H "Authorization: Bearer $TOOLROUTER_API_KEY" \
  -d '{"tool":"sec-filings","skill":"search_company","input":{}}' \
  https://api.toolrouter.com/v1/tools/call

Use Cases

Open Research Company Filings

Research Company Filings

Search the SEC EDGAR database for specific company filings including 10-Ks, 10-Qs, 8-Ks, and other regulatory disclosures.

SEC Filings icon
SEC Filings
4 agent guides
Open Monitor Annual Reports

Monitor Annual Reports

Track annual 10-K filings and extract key financial facts to monitor company performance year over year.

SEC Filings icon
SEC Filings
4 agent guides
Open Search Papers by Topic

Search Papers by Topic

Find relevant academic papers on any research topic across millions of scholarly publications.

Academic Research icon
Academic Research
4 agent guides
Open Geocode Addresses to Coordinates

Geocode Addresses to Coordinates

Convert street addresses into precise latitude and longitude coordinates for mapping and spatial analysis.

Address Geocoding icon
Address Geocoding
4 agent guides
View all use cases for SEC Filings

Workflows

Open Financial Due Diligence

Financial Due Diligence

Perform financial due diligence by extracting SEC filing data, gathering analyst insights, assessing macroeconomic conditions, and visualizing results.

SEC Filings icon
SEC Filings
Stock Market icon
Stock Market
World Economy icon
World Economy
Generate Chart icon
Generate Chart
4 steps4 tools
Open Investment Research Suite

Investment Research Suite

Research investment opportunities across stocks and crypto with SEC filings analysis and visual performance comparisons.

Stock Market icon
Stock Market
Crypto Prices icon
Crypto Prices
SEC Filings icon
SEC Filings
Generate Chart icon
Generate Chart
4 steps4 tools
Open Startup Due Diligence

Startup Due Diligence

Perform startup due diligence by researching company background, analyzing team presence, checking regulatory filings, and mapping competition.

Web Search icon
Web Search
Social Profiles icon
Social Profiles
SEC Filings icon
SEC Filings
Competitor Research icon
Competitor Research
4 steps4 tools

Frequently Asked Questions

How do I find the right company?

Start with `search_company`. It looks up a ticker or company name and returns the CIK you need for the other skills.

Can I browse 10-K, 10-Q, 8-K, and Form 4 filings?

Yes. `company_filings` lets you filter by form type and browse recent filings with direct document URLs.

Can I pull structured financial statements?

Yes. `financial_statements` returns XBRL income statement, balance sheet, and cash flow data in a structured format.

Can I search filings or screen companies by metrics?

Yes. Use `filing_search` for full-text search and `screen_companies` to rank U.S. public companies by financial metrics.