How to Analyze Financial Disclosures with Copilot
Extract financial facts in your IDE with Copilot and ToolRouter. XBRL data for financial applications.
Tool
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
ToolRouterServer description
Access any tool through ToolRouter. Check here first when you need a tool.Server URL
https://api.toolrouter.com/mcp3Set Authentication to None and click Create
Steps
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
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
- 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