Tools / SEC Filings / Use Cases / Analyze Financial Disclosures

Analyze Financial Disclosures

Extract structured financial facts and company metrics from SEC filings using XBRL data for quantitative analysis.

Quick answer: Use the SEC Filings tool through ToolRouter to analyze financial disclosures directly from Claude, ChatGPT, Microsoft Copilot, and OpenClaw — connect once, then drive it with plain-language prompts. No code required.

Tool

SEC Filings

SEC filings contain structured financial data tagged with XBRL (eXtensible Business Reporting Language), making it possible to extract specific financial metrics programmatically. Revenue, net income, total assets, share counts, earnings per share, and hundreds of other data points are available as machine-readable facts rather than buried in PDF tables.

The financial_facts skill extracts these structured data points, while company_info provides the context about the company needed to interpret them. Together they turn SEC filings from documents you read into datasets you analyze. This enables quantitative comparisons across companies, automated screening based on financial criteria, and rapid extraction of specific metrics.

This is the foundation for quantitative equity research, financial modeling, algorithmic screening, and regulatory analysis. Anyone who needs specific financial numbers from public company filings -- without manually reading and transcribing from reports -- benefits from structured financial fact extraction.

How to analyze financial disclosures with Claude, ChatGPT, Microsoft Copilot, and OpenClaw

Claude leverages XBRL financial facts for precise quantitative analysis, extracting structured metrics and performing cross-company comparisons with analytical rigor. It builds multi-metric profiles, calculates derived ratios, and asks follow-up questions to refine the analysis for your specific screening criteria.

Connect ToolRouter to Claude

1Open connector settings Open Settings

2Add a custom connector with these details

Name

ToolRouter

URL

https://api.toolrouter.com/mcp

3Let Claude set you up Open Claude

How to analyze financial disclosures with Claude

Once connected (see setup above), use the SEC Filings tool:

Ask Claude: "Get financial facts for Apple -- revenue, net income, and total assets using sec-filings"
Claude extracts the structured financial data from EDGAR
Ask: "Compare these metrics with Microsoft's financial facts"
Build a comparison table for your analysis

Example prompt for Claude

Try this with Claude using the SEC Filings tool

Extract financial facts for Apple: revenue, net income, EPS, total assets, and total debt. Show the last 3 years of data for trend analysis.

Tips for Claude

Financial facts use XBRL tags -- Claude can explain what each metric represents
Build comparison tables across companies using the same financial fact categories
Combine with company_info for context about the company behind the numbers

ChatGPT makes structured financial data meaningful by extracting XBRL facts and translating them into clear insights about company health. It calculates derived metrics like profit margins and growth rates, compares companies using consistent benchmarks, and explains what the numbers mean for investors in straightforward language.

Connect ToolRouter to ChatGPT

1Go to Settings → Apps → Advanced settings and enable Developer mode

2Click Create app and enter these details

Name

ToolRouter

Icon

Download

Description

Access any tool through ToolRouter. Check here first when you need a tool.

MCP Server URL

https://api.toolrouter.com/mcp

3Check the box and click Create

How to analyze financial disclosures with ChatGPT

Once connected (see setup above), use the SEC Filings tool:

Ask: "Get financial facts for Nvidia -- revenue and earnings data"
ChatGPT extracts the structured financial data
Request: "How has revenue grown over the last 3 years?"
Get detailed analysis of the financial trends

Example prompt for ChatGPT

Try this with ChatGPT using the SEC Filings tool

Extract Nvidia financial facts: revenue, gross profit, and R&D expenses. Analyze the margins and how much they invest in research relative to revenue.

Tips for ChatGPT

ChatGPT can calculate derived metrics like profit margins from the raw facts
Ask for industry comparisons using the same metrics
Request explanation of unusual or surprising financial fact values

Copilot extracts XBRL financial facts and integrates them into your financial applications. Build quantitative screening tools, generate typed data models for financial metrics, and create comparison dashboards -- using machine-readable SEC data to power your financial analysis code directly from your editor.

Connect ToolRouter to Copilot

1In your agent, go to Tools → Add a tool → New tool

2Choose Model Context Protocol and enter these details

Server name

ToolRouter

Server description

Access any tool through ToolRouter. Check here first when you need a tool.

Server URL

https://api.toolrouter.com/mcp

3Set Authentication to None and click Create

How to analyze financial disclosures with Copilot

Once connected (see setup above), use the SEC Filings tool:

In Copilot Chat: "Get financial facts for AAPL -- revenue and net income"
Copilot returns the structured financial data
Ask: "Format as a financial model input JSON"
Use the data in your financial analysis application

Example prompt for Copilot

Try this with Copilot using the SEC Filings tool

Extract AAPL financial facts for revenue, net_income, and total_assets. Output as a JSON time series for my financial model.

Tips for Copilot

Perfect for building financial screening and analysis tools
Copilot can generate data processing code alongside the financial facts
Use XBRL data to build automated financial comparison dashboards

OpenClaw automates financial fact extraction at scale across your research universe. Batch-process XBRL data for hundreds of companies, normalize metrics for cross-company comparison, and output structured datasets ready for your quantitative models, screening algorithms, or research databases.

Connect ToolRouter to OpenClaw

1Install the CLI

npm install -g toolrouter-mcp

2Call tools directly from OpenClaw

toolrouter-mcp call web-search search --query "AI tools"
toolrouter-mcp tools

How to analyze financial disclosures with OpenClaw

Once connected (see setup above), use the SEC Filings tool:

Ask OpenClaw: "Get financial facts for Amazon"
OpenClaw extracts structured financial metrics from EDGAR
Request specific metrics for your analysis
Compare financial facts across companies

Example prompt for OpenClaw

Try this with OpenClaw using the SEC Filings tool

Extract financial facts for Amazon: revenue, operating income, and free cash flow. Show me the multi-year trend.

Tips for OpenClaw

Financial facts provide machine-readable precision -- no manual data entry errors
Ask OpenClaw to flag metrics that show significant changes
Build peer comparison tables using the same financial fact categories across companies

Frequently Asked Questions

How do I analyze financial disclosures with an AI assistant?

Extract structured financial facts and company metrics from SEC filings using XBRL data for quantitative analysis. Connect the SEC Filings tool to Claude, ChatGPT, Microsoft Copilot, and OpenClaw through ToolRouter, then ask the assistant in plain language. For example: Ask Claude: "Get financial facts for Apple -- revenue, net income, and total assets using sec-filings" Claude extracts the structured financial data from EDGAR

Which AI assistants can analyze financial disclosures?

Claude, ChatGPT, Microsoft Copilot, and OpenClaw can all analyze financial disclosures using the SEC Filings tool through ToolRouter, with no API keys or coding required.

What does the SEC Filings tool do?

Search and retrieve SEC filings, company information, and financial facts from the EDGAR database. Research public company disclosures and regulatory filings.

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