How to Monitor Proxy Statements with Claude

Monitor proxy statements with Claude and ToolRouter. Research executive compensation and board proposals.

Tool
SEC Filings icon
SEC Filings

Claude digs into proxy statements with comparative analytical depth, extracting executive compensation structures and shareholder proposals across companies. It benchmarks CEO pay against peer groups, analyzes say-on-pay voting patterns, and asks follow-up questions to focus on the governance dimensions most relevant to your research.

Connect ToolRouter to Claude

1Go to Settings → Connectors → Add custom connector
2Enter the details below and click Add
Name
ToolRouter
URL
https://api.toolrouter.com/mcp
3Done — works on Claude chat, desktop, and mobile

Steps

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

  1. Ask Claude: "Find the latest proxy statement (DEF 14A) for Apple using sec-filings"
  2. Claude locates the proxy filing on EDGAR
  3. Ask: "What are the key shareholder proposals and compensation details?"
  4. Research governance items and executive pay structure

Example Prompt

Try this with Claude using the SEC Filings tool
Find Apple's most recent proxy statement (DEF 14A). I want to research executive compensation and any shareholder proposals on the ballot.

Tips

  • Proxy statements are filed once per year before the annual meeting
  • Claude can compare executive compensation across peer companies
  • Look for shareholder proposals related to ESG, compensation, and governance