---
title: ToolRouter — Tool Detail
description: Detailed documentation for a ToolRouter tool including skills, parameters, and examples.
url: https://toolrouter.com/tools/sec-filings
---
# SEC Filings

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.

- **Version:** 0.02
- **Categories:** finance, data

## Skills (6)

### Search Company (`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.

**Parameters:**

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `query` | string | Yes | Ticker symbol or company name to search for (e.g. "AAPL", "Apple", "Tesla") |

**Returns:** List of matching companies with CIK numbers, tickers, and names

**Examples:**

*Search by ticker:*

```json
{
  "query": "AAPL"
}
```

*Search by company name:*

```json
{
  "query": "Tesla"
}
```

### Company Filings (`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.

**Parameters:**

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `cik` | string | Yes | CIK number of the company (e.g. "320193" for Apple) |
| `form_type` | string | No | Filter by SEC form type (e.g. "10-K", "10-Q", "8-K", "4", "13F-HR", "S-1") |
| `limit` | number | No | Maximum number of filings to return (default 20, max 50) |

**Returns:** Company info and recent filings list with form type, dates, accession numbers, and document URLs

**Examples:**

*Get all recent Apple filings:*

```json
{
  "cik": "320193"
}
```

*Get Apple 10-K annual reports:*

```json
{
  "cik": "320193",
  "form_type": "10-K"
}
```

*Get Microsoft 8-K event filings:*

```json
{
  "cik": "789019",
  "form_type": "8-K",
  "limit": 5
}
```

### Financial Statements (`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.

**Parameters:**

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `cik` | string | Yes | CIK number of the company (e.g. "320193" for Apple) |
| `statement` | string | No | Financial statement type: "income", "balance_sheet", "cash_flow", or "all" (default "all") |

**Returns:** Structured financial data with annual and quarterly values for income, balance sheet, and cash flow line items

**Examples:**

*Get all financial statements for Apple:*

```json
{
  "cik": "320193"
}
```

*Get only income statement:*

```json
{
  "cik": "320193",
  "statement": "income"
}
```

*Get balance sheet for Microsoft:*

```json
{
  "cik": "789019",
  "statement": "balance_sheet"
}
```

### Insider Transactions (`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.

**Parameters:**

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `cik` | string | Yes | CIK number of the company (e.g. "320193" for Apple) |
| `limit` | number | No | Number of recent Form 4 filings to fetch (default 10, max 25) |

**Returns:** List of insider transactions with owner details, trade type, shares, price, and post-transaction ownership

**Examples:**

*Get recent Apple insider trades:*

```json
{
  "cik": "320193"
}
```

*Get last 5 Tesla insider filings:*

```json
{
  "cik": "1318605",
  "limit": 5
}
```

### Filing Search (`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.

**Parameters:**

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `query` | string | Yes | Search keywords to find in filing text (e.g. "artificial intelligence risk", "workforce reduction") |
| `form_type` | string | No | Filter by SEC form type (e.g. "10-K", "10-Q", "8-K", "S-1") |
| `start_date` | string | No | Start date for filing range (YYYY-MM-DD). Default: 12 months ago |
| `end_date` | string | No | End date for filing range (YYYY-MM-DD). Default: today |

**Returns:** List of matching filings with company name, form type, filing date, description, and direct filing URL

**Examples:**

*Search for AI risk disclosures in annual reports:*

```json
{
  "query": "artificial intelligence risk",
  "form_type": "10-K"
}
```

*Find recent layoff announcements:*

```json
{
  "query": "workforce reduction",
  "form_type": "8-K",
  "start_date": "2026-01-01"
}
```

*Search for tariff mentions:*

```json
{
  "query": "tariff impact supply chain"
}
```

### Screen Companies (`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.

**Parameters:**

| Name | Type | Required | Description |
|------|------|----------|-------------|
| `metric` | string | Yes | Financial metric to screen by: "revenue", "net_income", "assets", "equity", "cash", "debt", "operating_income", "gross_profit", "dividends" |
| `period` | string | No | XBRL period (e.g. "CY2024", "CY2024Q4I"). Defaults to the latest full calendar year |
| `min_value` | number | No | Minimum value filter (in USD) |
| `max_value` | number | No | Maximum value filter (in USD) |
| `limit` | number | No | Number of companies to return (default 25, max 100) |

**Returns:** Ranked list of companies sorted by the selected financial metric, with company name, CIK, and value

**Examples:**

*Top companies by revenue:*

```json
{
  "metric": "revenue"
}
```

*Companies with over $100B in assets:*

```json
{
  "metric": "assets",
  "min_value": 100000000000,
  "limit": 50
}
```

*Largest companies by market equity:*

```json
{
  "metric": "equity",
  "period": "CY2024I"
}
```

## Quick Start

```bash
# Via CLI
TOOLROUTER_API_KEY=tr_live_xxx npx -y toolrouter-mcp call sec-filings search_company --query AAPL

# Via REST API
curl -H "Authorization: Bearer tr_live_xxx" \
     -d '{"tool":"sec-filings","skill":"search_company","input":{"query":"AAPL"}}' \
     https://api.toolrouter.com/v1/tools/call
```

## 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.

---

## Get Started with ToolRouter

**Already connected?** Call any tool with `use_tool({ tool, skill, input })`. Browse tools with `discover` or visit https://toolrouter.com/llms-full.txt

**New to ToolRouter?** Connect with one command (no API key needed — auto-provisions on first use):

```bash
# MCP (Claude Code, Codex CLI)
claude mcp add toolrouter -- npx -y toolrouter-mcp

# MCP (Cursor, Windsurf, Cline, VS Code, Gemini CLI, Claude Desktop)
{"mcpServers":{"toolrouter":{"command":"npx","args":["-y","toolrouter-mcp"]}}}

# Claude Chat / Claude Cowork / Claude Mobile — add as a connector:
# Settings → Connectors → Add custom connector → URL: https://api.toolrouter.com/mcp

# ChatGPT — add as an app:
# Settings → Apps → Advanced settings → enable Developer mode → Create app → MCP Server URL: https://api.toolrouter.com/mcp

# CLI (works instantly, no restart needed)
npx -y toolrouter-mcp tools                    # browse all tools
npx -y toolrouter-mcp search "seo"             # search by keyword
npx -y toolrouter-mcp call seo analyze_page --url https://example.com
```

Free tools work immediately. For paid tools, visit https://toolrouter.com/claim to add credits.

All platforms: https://toolrouter.com/connect | Full catalog: https://toolrouter.com/llms-full.txt | Docs: https://toolrouter.com/docs