How to Monitor Annual Reports with Copilot

Track 10-K filings in your IDE with Copilot and ToolRouter. Annual report data for financial apps.

Tool
SEC Filings icon
SEC Filings

Copilot helps you build automated annual report tracking systems. Fetch 10-K filings from EDGAR, extract financial facts into time series JSON, and generate charting and analysis code to visualize multi-year trends -- creating the full data pipeline for your financial monitoring application.

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

Steps

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

  1. In Copilot Chat: "Find AAPL 10-K filings for the last 5 years"
  2. Copilot returns the filing list
  3. Ask: "Extract financial facts and format as a time series JSON"
  4. Use the data in your financial tracking application

Example Prompt

Try this with Copilot using the SEC Filings tool
Find AAPL 10-K filings and extract revenue, net income, and EPS as a JSON time series for charting.

Tips

  • Build automated annual report monitoring with structured data output
  • Copilot can generate charting code from the time series data
  • Use as seed data for financial modeling applications